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Portfolio (Quarterly) Guide ↗

Spire Wealth Management

· CIK 0001858740
13F Portfolio $2.9B AUM 2,413 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 137 New 603 Added 772 Reduced 187 Exited
Page 38 of 39  ·  772 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FLO FLOWERS FOODS INC Consumer Defensive 162.0 $1K -272.0 -62.7% $8.15 -2.6%
742 AVTR AVANTOR INC Healthcare 162.0 $1K -1K -88.6% $7.84 +3.6%
743 COOPER COS INC 17.0 $1K -1.0 -5.6% $71.53
744 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 7.0 $1K -23.0 -76.7% $172.14 +19.4%
745 AGQ PROSHARES TR II Financial Services 10.0 $1K -311.0 -96.9% $119.50 -3.9%
746 PCTY PAYLOCITY HLDG CORP Technology 11.0 $1K -1.0 -8.3% $108.00 +4.6%
747 UDR UDR INC Real Estate 35.0 $1K -16.0 -31.4% $33.77 +12.6%
748 BRO BROWN BROWN INC Financial Services 18.0 $1K -59.0 -76.6% $65.22 -11.3%
749 NWSA NEWS CORP NEW Communication Services 47.0 $1K -376.0 -88.9% $24.85 +4.2%
750 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 22.0 $1K -132.0 -85.7% $52.77 +9.8%
751 FNF FIDELITY NATIONAL FINANCIAL Financial Services 25.0 $1K -240.0 -90.6% $46.40 +4.8%
752 OGE OGE ENERGY CORP Utilities 24.0 $1K -210.0 -89.7% $47.96 +1.2%
753 SPSC SPS COMM INC Technology 20.0 $1K -4.0 -16.7% $55.65 -3.5%
754 M MACYS INC Consumer Cyclical 59.0 $1K -188.0 -76.1% $18.08 +14.2%
755 WU WESTERN UN CO Financial Services 114.0 $995.0 -20.0 -14.9% $8.73 -4.1%
756 NWBI NORTHWEST BANCSHARES INC MD Financial Services 78.0 $990.0 -66.0 -45.8% $12.69 +10.1%
757 CVNA CARVANA CO Consumer Cyclical 3.0 $943.0 -450.0 -99.3% $314.33 -78.3%
758 ILMN ILLUMINA INC Healthcare 7.0 $863.0 -2.0 -22.2% $123.29 +17.1%
759 NUTX NUTEX HEALTH INC Healthcare 9.0 $855.0 -80.0 -89.9% $95.00 +25.2%
760 PTCT PTC THERAPEUTICS INC Healthcare 12.0 $818.0 -1.0 -7.7% $68.17 +0.9%
Page 38 of 39  ·  772 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%