Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | STNG | SCORPIO TANKERS INC | Energy | 171 | $9K | — | SOLD |
| 102 | HCSG | HEALTHCARE SVCS GROUP INC | Healthcare | 451 | $9K | — | SOLD |
| 103 | AMBP | ARDAGH METAL PACKAGING S A | Consumer Cyclical | 2,100 | $9K | — | SOLD |
| 104 | ASLE | AERSALE CORPORATION | Industrials | 1,200 | $9K | — | SOLD |
| 105 | NML | NEUBERGER BERMAN ENERGY INFR | Financial Services | 1,000 | $8K | — | SOLD |
| 106 | ANDE | ANDERSONS INC | Consumer Defensive | 152 | $8K | — | SOLD |
| 107 | SUSC | ISHARES TR | — | 342 | $8K | — | SOLD |
| 108 | GLUE | MONTE ROSA THERAPEUTICS INC | Healthcare | 509 | $8K | — | SOLD |
| 109 | LAD | LITHIA MTRS INC | Consumer Cyclical | 24 | $8K | — | SOLD |
| 110 | — | COMMUNITY WEST BANCSHARES NE | — | 340 | $8K | — | SOLD |
| 111 | POST | POST HLDGS INC | Consumer Defensive | 74 | $7K | — | SOLD |
| 112 | BRW | SABA CAPITAL INCOME OPRNT | Financial Services | 1,000 | $7K | — | SOLD |
| 113 | — | CNH INDL N V | — | 722 | $7K | — | SOLD |
| 114 | CLVT | CLARIVATE PLC | Technology | 1,920 | $6K | — | SOLD |
| 115 | ONL | ORION OFFICE REIT INC | Real Estate | 2,819 | $6K | — | SOLD |
| 116 | ASC | ARDMORE SHIPPING CORP | Industrials | 590 | $6K | — | SOLD |
| 117 | — | BROOKFIELD ASSET MANAGMT LTD | — | 110 | $6K | — | SOLD |
| 118 | BXP | BXP INC | Real Estate | 78 | $5K | — | SOLD |
| 119 | KELYA | KELLY SVCS INC | Industrials | 580 | $5K | — | SOLD |
| 120 | BOC | BOSTON OMAHA CORP | Communication Services | 410 | $5K | — | 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%