Spire Wealth Management
CIK Number: 0001858740
3.12B
Market Value
2,117
# of Holdings
11 months
Avg. Holding Period
34.53%
Win Rate
3.83%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 567.36 | +0.64% | 242.72K | +8.04% | 142.88M | 429.58 | 4.44% |
| 2 | AAPL | Apple Inc. | 197.28 | +0.52% | 558.25K | +5.36% | 139.8M | 154.1 | 4.34% |
| 3 | JPST | JPMorgan Ultra-... | 50.45 | -0.03% | 2.2M | +8.89% | 111M | 50.39 | 3.45% |
| 4 | NVDA | NVIDIA Corporat... | 117.33 | +0.23% | 725.08K | -2.75% | 97.37M | 24.98 | 3.02% |
| 5 | AMZN | Amazon.com, Inc... | 192.06 | +1.78% | 373.58K | +5.63% | 81.96M | 155.1 | 2.55% |
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