Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | XAI OCTAGN FLT RAT ALT INM | — | 4,365 | $21K | 0.00% | SOLD |
| 42 | UMH | UMH PPTYS INC | Real Estate | 1,300 | $21K | 0.00% | SOLD |
| 43 | GPK | GRAPHIC PACKAGING HLDG CO | Consumer Cyclical | 1,367 | $21K | 0.00% | SOLD |
| 44 | — | PIPER SANDLER COMPANIES | — | 59 | $20K | 0.00% | SOLD |
| 45 | — | OAKTREE SPECIALTY LENDING CO | — | 1,550 | $20K | 0.00% | SOLD |
| 46 | — | LIBERTY GLOBAL LTD | — | 1,714 | $19K | 0.00% | SOLD |
| 47 | PBF | PBF ENERGY INC | Energy | 700 | $19K | 0.00% | SOLD |
| 48 | — | DIGITALBRIDGE GROUP INC | — | 1,210 | $19K | 0.00% | SOLD |
| 49 | AIOT | POWERFLEET INC | Technology | 3,400 | $18K | 0.00% | SOLD |
| 50 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 188 | $18K | 0.00% | SOLD |
| 51 | IAC | IAC INC | Technology | 446 | $17K | 0.00% | SOLD |
| 52 | QDEL | QUIDELORTHO CORP | Healthcare | 603 | $17K | 0.00% | SOLD |
| 53 | FCNCA | FIRST CTZNS BANCSHARES INC N | Financial Services | 8 | $17K | 0.00% | SOLD |
| 54 | TESL | SIMPLIFY EXCHANGE TRADED FUN | — | 986 | $17K | 0.00% | SOLD |
| 55 | AVAH | AVEANNA HEALTHCARE HLDGS INC | Healthcare | 2,000 | $16K | 0.00% | SOLD |
| 56 | HIMS | HIMS HERS HEALTH INC | Healthcare | 503 | $16K | 0.00% | SOLD |
| 57 | CAPE | DOUBLELINE ETF TRUST | — | 500 | $16K | 0.00% | SOLD |
| 58 | — | FERROVIAL SE | — | 239 | $15K | 0.00% | SOLD |
| 59 | EVER | EVERQUOTE INC | Communication Services | 567 | $15K | 0.00% | SOLD |
| 60 | PRGO | PERRIGO CO PLC | Healthcare | 1,083 | $15K | 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%