Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | GMAB | GENMAB A S | Healthcare | 484 | $15K | — | SOLD |
| 62 | CNNE | CANNAE HLDGS INC | Consumer Cyclical | 940 | $15K | — | SOLD |
| 63 | UPWK | UPWORK INC | Industrials | 734 | $15K | — | SOLD |
| 64 | FPH | FIVE POINT HOLDINGS LLC | Real Estate | 2,600 | $15K | — | SOLD |
| 65 | — | HAMILTON INSURANCE GROUP LTD | — | 520 | $15K | — | SOLD |
| 66 | PKOH | PARK OHIO HLDGS CORP | Industrials | 690 | $14K | — | SOLD |
| 67 | OSCR | OSCAR HEALTH INC | Healthcare | 1,000 | $14K | — | SOLD |
| 68 | ENVA | ENOVA INTL INC | Financial Services | 91 | $14K | — | SOLD |
| 69 | TDS | TELEPHONE DATA SYS INC | Communication Services | 343 | $14K | — | SOLD |
| 70 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 69 | $14K | — | SOLD |
| 71 | VNO | VORNADO RLTY TR | Real Estate | 400 | $13K | — | SOLD |
| 72 | ARCO | ARCOS DORADOS HOLDINGS INC | Consumer Cyclical | 1,800 | $13K | — | SOLD |
| 73 | — | AMCOR PLC | — | 1,519 | $13K | — | SOLD |
| 74 | CXM | SPRINKLR INC | Technology | 1,599 | $12K | — | SOLD |
| 75 | USLM | UNITED STS LIME MINERALS I | Basic Materials | 100 | $12K | — | SOLD |
| 76 | SPYI | NEOS ETF TRUST | — | 225 | $12K | — | SOLD |
| 77 | RUSHB | RUSH ENTERPRISES INC | Consumer Cyclical | 210 | $12K | — | SOLD |
| 78 | SUI | SUN CMNTYS INC | Real Estate | 95 | $12K | — | SOLD |
| 79 | BSRR | SIERRA BANCORP | Financial Services | 360 | $12K | — | SOLD |
| 80 | TARS | TARSUS PHARMACEUTICALS INC | Healthcare | 143 | $12K | — | 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%