Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | PAYSAFE LIMITED | — | 1,400 | $11K | — | SOLD |
| 82 | EXK | ENDEAVOUR SILVER CORP | Basic Materials | 1,200 | $11K | — | SOLD |
| 83 | DT | DYNATRACE INC | Technology | 259 | $11K | — | SOLD |
| 84 | RPAY | REPAY HLDGS CORP | Technology | 3,000 | $11K | — | SOLD |
| 85 | INSE | INSPIRED ENTMT INC | Consumer Cyclical | 1,150 | $11K | — | SOLD |
| 86 | CNEQ | THE ALGER ETF TRUST | — | 312 | $11K | — | SOLD |
| 87 | BRSP | BRIGHTSPIRE CAPITAL INC | Real Estate | 1,900 | $11K | — | SOLD |
| 88 | BIO | BIO RAD LABS INC | Healthcare | 35 | $11K | — | SOLD |
| 89 | GEF | GREIF INC | Consumer Cyclical | 150 | $10K | — | SOLD |
| 90 | — | BLACKROCK MUNIHOLDINGS QUALI | — | 1,000 | $10K | — | SOLD |
| 91 | — | TIDAL TR II | — | 2,500 | $10K | — | SOLD |
| 92 | BHC | BAUSCH HEALTH COS INC | Healthcare | 1,353 | $9K | — | SOLD |
| 93 | VSTS | VESTIS CORPORATION | Industrials | 1,400 | $9K | — | SOLD |
| 94 | — | LUCKY STRIKE ENTERTAINMENT C | — | 1,100 | $9K | — | SOLD |
| 95 | PEBO | PEOPLES BANCORP INC | Financial Services | 310 | $9K | — | SOLD |
| 96 | PRDO | PERDOCEO ED CORP | Consumer Defensive | 315 | $9K | — | SOLD |
| 97 | OSUR | ORASURE TECHNOLOGIES INC | Healthcare | 3,800 | $9K | — | SOLD |
| 98 | VCLT | VANGUARD SCOTTSDALE FDS | — | 120 | $9K | — | SOLD |
| 99 | GLRE | GREENLIGHT CAPITAL RE LTD | Financial Services | 620 | $9K | — | SOLD |
| 100 | EWBC | EAST WEST BANCORP INC | Financial Services | 79 | $9K | — | 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%