Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | — | MADISON SQUARE GARDEN ENTMT | — | 34 | $2K | — | SOLD |
| 142 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 24 | $2K | — | SOLD |
| 143 | NVMI | NOVA LTD | Technology | 5 | $2K | — | SOLD |
| 144 | — | DYNAVAX TECHNOLOGIES CORP | — | 100 | $2K | — | SOLD |
| 145 | RRX | REGAL REXNORD CORPORATION | Industrials | 10 | $1K | — | SOLD |
| 146 | — | VIRTUS ARTIFICIAL INTELLIGEN | — | 59 | $1K | — | SOLD |
| 147 | CVLT | COMMVAULT SYS INC | Technology | 10 | $1K | — | SOLD |
| 148 | SNBR | SLEEP NUMBER CORP | Consumer Cyclical | 144 | $1K | — | SOLD |
| 149 | SN | SHARKNINJA INC | Consumer Cyclical | 11 | $1K | — | SOLD |
| 150 | WSO | WATSCO INC | Industrials | 3 | $1K | — | SOLD |
| 151 | — | LIBERTY GLOBAL LTD | — | 100 | $1K | — | SOLD |
| 152 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 6 | $1K | — | SOLD |
| 153 | LGIH | LGI HOMES INC | Consumer Cyclical | 25 | $1K | — | SOLD |
| 154 | APPF | APPFOLIO INC | Technology | 4 | $1K | — | SOLD |
| 155 | — | TEMPUR SEALY INTL INC | — | 11 | $954.0 | — | SOLD |
| 156 | BYD | BOYD GAMING CORP | Consumer Cyclical | 11 | $938.0 | — | SOLD |
| 157 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 15 | $925.0 | — | SOLD |
| 158 | AMG | AFFILIATED MANAGERS GROUP IN | Financial Services | 3 | $865.0 | — | SOLD |
| 159 | LNC | LINCOLN NATL CORP IND | Financial Services | 19 | $846.0 | — | SOLD |
| 160 | AN | AUTONATION INC | Consumer Cyclical | 4 | $826.0 | — | 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%