Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | FT | FRANKLIN UNVL TR | Financial Services | 4,940 | $40K | 0.00% | SOLD |
| 22 | ESML | ISHARES TR | — | 797 | $37K | 0.00% | SOLD |
| 23 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 2,100 | $35K | 0.00% | SOLD |
| 24 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 525 | $29K | 0.00% | SOLD |
| 25 | COLD | AMERICOLD REALTY TRUST INC | Real Estate | 2,200 | $28K | 0.00% | SOLD |
| 26 | BBUC | BROOKFIELD BUSINESS CORP | Financial Services | 750 | $27K | 0.00% | SOLD |
| 27 | — | FLAGSTAR FINANCIAL INC | — | 2,100 | $26K | 0.00% | SOLD |
| 28 | WLDN | WILLDAN GROUP INC | Industrials | 255 | $26K | 0.00% | SOLD |
| 29 | CABO | CABLE ONE INC | Communication Services | 220 | $25K | 0.00% | SOLD |
| 30 | — | COMERICA INC | — | 277 | $24K | 0.00% | SOLD |
| 31 | IYJ | ISHARES TR | — | 160 | $24K | 0.00% | SOLD |
| 32 | CRC | CALIFORNIA RES CORP | Energy | 530 | $24K | 0.00% | SOLD |
| 33 | AQN | ALGONQUIN PWR UTILS CORP | Utilities | 3,800 | $23K | 0.00% | SOLD |
| 34 | JMBS | JANUS DETROIT STR TR | — | 494 | $23K | 0.00% | SOLD |
| 35 | SEB | SEABOARD CORP DEL | Industrials | 5 | $22K | 0.00% | SOLD |
| 36 | VNT | VONTIER CORPORATION | Technology | 594 | $22K | 0.00% | SOLD |
| 37 | WTIU | BANK MONTREAL MEDIUM | Financial Services | 2,312 | $22K | 0.00% | SOLD |
| 38 | NE | NOBLE CORP PLC | Energy | 763 | $22K | 0.00% | SOLD |
| 39 | PB | PROSPERITY BANCSHARES INC | Financial Services | 306 | $21K | 0.00% | SOLD |
| 40 | PCQ | PIMCO CALIF MUN INCOME FD | Financial Services | 2,415 | $21K | 0.00% | SOLD |
Sector Allocation
Technology
36.2%
Financial Services
16.8%
Communication Services
10.0%
Consumer Cyclical
9.8%
Industrials
8.1%
Healthcare
6.4%
Consumer Defensive
4.6%
Energy
3.5%
Utilities
1.7%
Basic Materials
1.6%