$2.57 Billion is the total value of Spire Wealth Management's 2528 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHDN | New | CHURCHILL DOWNS INC | $6,560,687 | – | 25,523 | +100.0% | 0.26% | – |
| ALV | New | AUTOLIV INC | $2,668,068 | – | 28,578 | +100.0% | 0.10% | – |
| CHH | New | CHOICE HOTELS INTL INC | $2,641,580 | – | 22,541 | +100.0% | 0.10% | – |
| New | FIRST TR EXCHANGE TRADED FDlimited duration | $2,158,615 | – | 114,637 | +100.0% | 0.08% | – | |
| VIST | New | VISTA OIL GAS SAB DE CVsponsored ads | $2,019,807 | – | 102,062 | +100.0% | 0.08% | – |
| GSEW | New | GOLDMAN SACHS ETF TRequal weight us | $991,577 | – | 16,480 | +100.0% | 0.04% | – |
| TS | New | TENARIS S Asponsored ads | $937,036 | – | 32,971 | +100.0% | 0.04% | – |
| BMAR | New | INNOVATOR ETFS TRus eqty bufr mar | $897,174 | – | 25,885 | +100.0% | 0.04% | – |
| PMAR | New | INNOVATOR ETFS TRus eqty pwr buf | $674,766 | – | 20,975 | +100.0% | 0.03% | – |
| JQUA | New | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $631,451 | – | 15,315 | +100.0% | 0.02% | – |
| New | NERDWALLET INC | $623,917 | – | 38,561 | +100.0% | 0.02% | – | |
| DNOW | New | NOW INC | $598,409 | – | 53,669 | +100.0% | 0.02% | – |
| New | CAPITAL GROUP GROWTH ETF | $504,923 | – | 22,481 | +100.0% | 0.02% | – | |
| PAPR | New | INNOVATOR ETFS TRus eqt pwr buf | $524,790 | – | 17,850 | +100.0% | 0.02% | – |
| PDCE | New | PDC ENERGY INC | $412,164 | – | 6,422 | +100.0% | 0.02% | – |
| PFEB | New | INNOVATOR ETFS TRus eqty pwr buf | $407,320 | – | 13,935 | +100.0% | 0.02% | – |
| PMAY | New | INNOVATOR ETFS TRus eqty pwr buf | $389,185 | – | 13,504 | +100.0% | 0.02% | – |
| BAPR | New | INNOVATOR ETFS TRus eqt bufr apr | $308,752 | – | 9,200 | +100.0% | 0.01% | – |
| ASUR | New | ASURE SOFTWARE INC | $319,087 | – | 22,006 | +100.0% | 0.01% | – |
| FCTR | New | FIRST TR EXCHANGE TRADED FDlunt us factor | $296,059 | – | 10,789 | +100.0% | 0.01% | – |
| AVD | New | AMERICAN VANGUARD CORP | $308,792 | – | 14,113 | +100.0% | 0.01% | – |
| UMAR | New | INNOVATOR ETFS TRus eqt ultra bf | $312,617 | – | 10,885 | +100.0% | 0.01% | – |
| FBCG | New | FIDELITY COVINGTON TRUSTblue chip grwth | $282,922 | – | 11,112 | +100.0% | 0.01% | – |
| OSBC | New | OLD SECOND BANCORP INC ILL | $252,236 | – | 17,940 | +100.0% | 0.01% | – |
| FTHY | New | FIRST TR HIGH YIELD OPPRT 20 | $268,018 | – | 19,199 | +100.0% | 0.01% | – |
| New | CAPITAL GROUP INTL FOCUS EQT | $262,395 | – | 11,315 | +100.0% | 0.01% | – | |
| BLDE | New | BLADE AIR MOBILITY INC | $254,920 | – | 75,420 | +100.0% | 0.01% | – |
| PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $249,075 | – | 7,500 | +100.0% | 0.01% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $230,326 | – | 2,280 | +100.0% | 0.01% | – |
| KYN | New | KAYNE ANDERSON ENERGY INFRST | $242,197 | – | 28,032 | +100.0% | 0.01% | – |
| PARR | New | PAR PAC HOLDINGS INC | $208,167 | – | 7,129 | +100.0% | 0.01% | – |
| MRC | New | MRC GLOBAL INC | $203,790 | – | 20,966 | +100.0% | 0.01% | – |
| JVAL | New | J P MORGAN EXCHANGE TRADED Fus value factr | $210,012 | – | 6,166 | +100.0% | 0.01% | – |
| CLOU | New | GLOBAL X FDS | $206,930 | – | 11,277 | +100.0% | 0.01% | – |
| HROW | New | HARROW HEALTH INC | $195,138 | – | 9,222 | +100.0% | 0.01% | – |
| BMAY | New | INNOVATOR ETFS TRus eqty bufr mar | $217,662 | – | 7,200 | +100.0% | 0.01% | – |
| RNA | New | AVIDITY BIOSCIENCES INC | $181,836 | – | 11,846 | +100.0% | 0.01% | – |
| AUY | New | YAMANA GOLD INC | $172,522 | – | 29,491 | +100.0% | 0.01% | – |
| DFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $177,664 | – | 5,283 | +100.0% | 0.01% | – |
| SASR | New | SANDY SPRING BANCORP INC | $173,079 | – | 6,662 | +100.0% | 0.01% | – |
| CECE | New | CECO ENVIRONMENTAL CORP | $170,706 | – | 12,202 | +100.0% | 0.01% | – |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $153,787 | – | 3,797 | +100.0% | 0.01% | – |
| BAUG | New | INNOVATOR ETFS TRus equt bufr aug | $143,919 | – | 4,560 | +100.0% | 0.01% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $161,561 | – | 1,181 | +100.0% | 0.01% | – |
| ESTE | New | EARTHSTONE ENERGY INCcl a | $131,804 | – | 10,131 | +100.0% | 0.01% | – |
| RELL | New | RICHARDSON ELECTRS LTD | $126,019 | – | 5,646 | +100.0% | 0.01% | – |
| SBCF | New | SEACOAST BKG CORP FLA | $138,550 | – | 5,846 | +100.0% | 0.01% | – |
| New | CATALYST BANCORP INC | $119,163 | – | 10,362 | +100.0% | 0.01% | – | |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $119,510 | – | 3,800 | +100.0% | 0.01% | – |
| ARDX | New | ARDELYX INC | $104,422 | – | 21,800 | +100.0% | 0.00% | – |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $102,604 | – | 2,994 | +100.0% | 0.00% | – |
| HASI | New | HANNON ARMSTRONG SUST INFR C | $114,400 | – | 4,000 | +100.0% | 0.00% | – |
| MDB | New | MONGODB INCcl a | $90,684 | – | 389 | +100.0% | 0.00% | – |
| PULS | New | PGIM ETF TRultra short | $98,600 | – | 2,000 | +100.0% | 0.00% | – |
| BILS | New | SPDR SER TRbloomberg 3-12 m | $99,610 | – | 1,000 | +100.0% | 0.00% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $95,941 | – | 1,539 | +100.0% | 0.00% | – |
| BSL | New | BLACKSTONE SENIOR FLOATNG RA | $76,050 | – | 6,000 | +100.0% | 0.00% | – |
| AAAU | New | GOLDMAN SACHS PHYSICAL GOLDunit | $75,266 | – | 3,850 | +100.0% | 0.00% | – |
| WING | New | WINGSTOP INC | $73,432 | – | 400 | +100.0% | 0.00% | – |
| BFEB | New | INNOVATOR ETFS TRus eqty bufr feb | $73,247 | – | 2,290 | +100.0% | 0.00% | – |
| PNOV | New | INNOVATOR ETFS TRus eqty pwr buf | $71,550 | – | 2,250 | +100.0% | 0.00% | – |
| HONE | New | HARBORONE BANCORP INC NEW | $65,709 | – | 5,386 | +100.0% | 0.00% | – |
| TNA | New | DIREXION SHS ETF TRdly smcap bull3x | $64,420 | – | 2,000 | +100.0% | 0.00% | – |
| TGS | New | TRANSPORTADORA DE GAS SURsponsored ads b | $85,402 | – | 8,340 | +100.0% | 0.00% | – |
| New | NUVEEN MULTI ASSET INCOME FU | $86,511 | – | 7,497 | +100.0% | 0.00% | – | |
| ASGI | New | ABERDEEN STD GLOBAL INFRASTR | $50,108 | – | 2,790 | +100.0% | 0.00% | – |
| FJAN | New | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $61,903 | – | 1,775 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $53,323 | – | 175 | +100.0% | 0.00% | – |
| RAVI | New | FLEXSHARES TRready acc vari | $61,710 | – | 825 | +100.0% | 0.00% | – |
| RODM | New | LATTICE STRATEGIES TRhartford mlt etf | $60,032 | – | 2,280 | +100.0% | 0.00% | – |
| LKOR | New | FLEXSHARES TRcr scored long | $39,210 | – | 884 | +100.0% | 0.00% | – |
| IYZ | New | ISHARES TR | $42,684 | – | 1,843 | +100.0% | 0.00% | – |
| OPY | New | OPPENHEIMER HLDGS INCcl a non vtg | $39,584 | – | 1,011 | +100.0% | 0.00% | – |
| UAPR | New | INNOVATOR ETFS TRus eqt ultra bf | $52,374 | – | 2,100 | +100.0% | 0.00% | – |
| BDEC | New | INNOVATOR ETFS TRus eqty buf dec | $60,901 | – | 1,800 | +100.0% | 0.00% | – |
| LODE | New | COMSTOCK MNG INC | $55,622 | – | 163,593 | +100.0% | 0.00% | – |
| APRZ | New | LISTED FD TRtrueshares struc | $50,803 | – | 1,875 | +100.0% | 0.00% | – |
| AMWL | New | AMERICAN WELL CORPcl a | $62,665 | – | 26,553 | +100.0% | 0.00% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $55,760 | – | 1,359 | +100.0% | 0.00% | – |
| MAIN | New | MAIN STR CAP CORP | $41,438 | – | 1,050 | +100.0% | 0.00% | – |
| IYY | New | ISHARES TRdow jones us etf | $50,344 | – | 503 | +100.0% | 0.00% | – |
| MMTM | New | SPDR SER TRs&p1500momtilt | $44,814 | – | 265 | +100.0% | 0.00% | – |
| DAN | New | DANA INC | $63,158 | – | 4,197 | +100.0% | 0.00% | – |
| DWM | New | WISDOMTREE TRintl equity fd | $48,487 | – | 975 | +100.0% | 0.00% | – |
| EBND | New | SPDR SER TRbloomberg emergi | $44,201 | – | 2,083 | +100.0% | 0.00% | – |
| SIX | New | SIX FLAGS ENTMT CORP NEW | $42,709 | – | 1,599 | +100.0% | 0.00% | – |
| FFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $47,660 | – | 1,275 | +100.0% | 0.00% | – |
| JFR | New | NUVEEN FLOATING RATE INCOME | $50,352 | – | 6,140 | +100.0% | 0.00% | – |
| WIT | New | WIPRO LTDspon adr 1 sh | $28,696 | – | 6,391 | +100.0% | 0.00% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $36,757 | – | 1,287 | +100.0% | 0.00% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $29,267 | – | 356 | +100.0% | 0.00% | – |
| HMOP | New | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $25,257 | – | 661 | +100.0% | 0.00% | – |
| PHUN | New | PHUNWARE INC | $14,200 | – | 20,000 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION N A | $31,427 | – | 1,050 | +100.0% | 0.00% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $16,071 | – | 176 | +100.0% | 0.00% | – |
| ESGR | New | ENSTAR GROUP LIMITED | $23,179 | – | 100 | +100.0% | 0.00% | – |
| CUBE | New | CUBESMART | $13,080 | – | 283 | +100.0% | 0.00% | – |
| FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $24,752 | – | 650 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $28,258 | – | 280 | +100.0% | 0.00% | – |
| OEC | New | ORION ENGINEERED CARBONS A | $13,045 | – | 500 | +100.0% | 0.00% | – |
| INVZ | New | INNOVIZ TECHNOLOGIES LTD | $14,000 | – | 4,000 | +100.0% | 0.00% | – |
| NVGS | New | NAVIGATOR HLDGS LTD | $28,000 | – | 2,000 | +100.0% | 0.00% | – |
| EAPR | New | INNOVATOR ETFS TRemrgng mkt april | $20,554 | – | 841 | +100.0% | 0.00% | – |
| IAPR | New | INNOVATOR ETFS TRintrnl dev aprl | $20,907 | – | 853 | +100.0% | 0.00% | – |
| UFEB | New | INNOVATOR ETFS TRus eqt ultra bfr | $14,464 | – | 545 | +100.0% | 0.00% | – |
| BTO | New | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $25,959 | – | 850 | +100.0% | 0.00% | – |
| PMO | New | PUTNAM MUN OPPORTUNITIES TRsh ben int | $26,045 | – | 2,514 | +100.0% | 0.00% | – |
| New | COLFAX CORP | $22,466 | – | 420 | +100.0% | 0.00% | – | |
| RELX | New | RELX PLCsponsored adr | $28,839 | – | 889 | +100.0% | 0.00% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $27,468 | – | 412 | +100.0% | 0.00% | – |
| INDY | New | ISHARES TRindia 50 etf | $34,944 | – | 850 | +100.0% | 0.00% | – |
| AQUA | New | EVOQUA WATER TECHNOLOGIES CO | $13,623 | – | 274 | +100.0% | 0.00% | – |
| SJW | New | SJW GROUP | $33,497 | – | 440 | +100.0% | 0.00% | – |
| CLH | New | CLEAN HARBORS INC | $33,359 | – | 234 | +100.0% | 0.00% | – |
| HZO | New | MARINEMAX INC | $27,169 | – | 945 | +100.0% | 0.00% | – |
| CET | New | CENTRAL SECS CORP | $14,748 | – | 424 | +100.0% | 0.00% | – |
| TIPX | New | SPDR SER TRbloomberg 1 10 y | $18,250 | – | 959 | +100.0% | 0.00% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $36,920 | – | 351 | +100.0% | 0.00% | – |
| SAIA | New | SAIA INC | $18,774 | – | 69 | +100.0% | 0.00% | – |
| New | ECOVYST INC | $28,310 | – | 2,562 | +100.0% | 0.00% | – | |
| SCYX | New | SCYNEXIS INC | $26,100 | – | 8,700 | +100.0% | 0.00% | – |
| MDXG | New | MIMEDX GROUP INC | $13,640 | – | 4,000 | +100.0% | 0.00% | – |
| EMGF | New | ISHARES INCmsci emerg mkt | $18,559 | – | 447 | +100.0% | 0.00% | – |
| HFXI | New | INDEXIQ ETF TRhdgd ftse intl | $18,456 | – | 800 | +100.0% | 0.00% | – |
| CBOE | New | CBOE GLOBAL MKTS INC | $18,122 | – | 135 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC | $27,284 | – | 135 | +100.0% | 0.00% | – |
| QDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe vest 100 | $29,036 | – | 1,400 | +100.0% | 0.00% | – |
| DJAN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $19,824 | – | 1,600 | +100.0% | 0.00% | – |
| IBDP | New | ISHARES TRibonds 24-dec etf | $24,590 | – | 1,000 | +100.0% | 0.00% | – |
| DMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $28,564 | – | 925 | +100.0% | 0.00% | – |
| FMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $28,577 | – | 850 | +100.0% | 0.00% | – |
| QMAR | New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $29,386 | – | 1,325 | +100.0% | 0.00% | – |
| YMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $28,449 | – | 1,375 | +100.0% | 0.00% | – |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $18,287 | – | 390 | +100.0% | 0.00% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $30,901 | – | 2,017 | +100.0% | 0.00% | – |
| SLF | New | SUN LIFE FINANCIAL INC | $26,526 | – | 568 | +100.0% | 0.00% | – |
| IOO | New | ISHARES TRglobal 100 etf | $14,012 | – | 200 | +100.0% | 0.00% | – |
| IQI | New | INVESCO QUALITY MUN INCOME T | $24,012 | – | 2,406 | +100.0% | 0.00% | – |
| FTLB | New | FIRST TR EXCHANGE TRADED FDhedged buywrite | $25,181 | – | 1,300 | +100.0% | 0.00% | – |
| TPR | New | TAPESTRY INC | $18,968 | – | 440 | +100.0% | 0.00% | – |
| NOG | New | NORTHERN OIL AND GAS INC MN | $28,499 | – | 939 | +100.0% | 0.00% | – |
| MHD | New | BLACKROCK MUNIHOLDINGS FD IN | $31,788 | – | 2,638 | +100.0% | 0.00% | – |
| SVAL | New | ISHARES TRus sml cp value | $13,305 | – | 500 | +100.0% | 0.00% | – |
| BHK | New | BLACKROCK CORE BD TR | $22,114 | – | 2,040 | +100.0% | 0.00% | – |
| TKR | New | TIMKEN CO | $25,824 | – | 316 | +100.0% | 0.00% | – |
| GBDC | New | GOLUB CAP BDC INC | $24,354 | – | 1,796 | +100.0% | 0.00% | – |
| NID | New | NUVEEN INTER DURATION MUN TE | $13,910 | – | 1,070 | +100.0% | 0.00% | – |
| UMH | New | UMH PPTYS INC | $17,674 | – | 1,195 | +100.0% | 0.00% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $15,445 | – | 399 | +100.0% | 0.00% | – |
| SHYD | New | VANECK ETF TRUSTshrt hgh yld mun | $30,092 | – | 1,350 | +100.0% | 0.00% | – |
| AXON | New | AXON ENTERPRISE INC | $31,479 | – | 140 | +100.0% | 0.00% | – |
| BBUS | New | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $28,383 | – | 386 | +100.0% | 0.00% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $22,712 | – | 450 | +100.0% | 0.00% | – |
| VSAT | New | VIASAT INC | $34,009 | – | 1,005 | +100.0% | 0.00% | – |
| FPXI | New | FIRST TR EXCHANGE TRADED FDintl equity opp | $21,287 | – | 522 | +100.0% | 0.00% | – |
| VIRT | New | VIRTU FINL INCcl a | $20,714 | – | 1,096 | +100.0% | 0.00% | – |
| New | VISA INC | $16,495 | – | 75 | +100.0% | 0.00% | – | |
| KBR | New | KBR INC | $18,222 | – | 331 | +100.0% | 0.00% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $16,018 | – | 724 | +100.0% | 0.00% | – |
| ATEC | New | ALPHATEC HLDGS INC | $15,600 | – | 1,000 | +100.0% | 0.00% | – |
| WTS | New | WATTS WATER TECHNOLOGIES INCcl a | $12,961 | – | 77 | +100.0% | 0.00% | – |
| GDO | New | WESTERN ASSET GLOBAL CORP DE | $18,593 | – | 1,464 | +100.0% | 0.00% | – |
| IRS | New | IRSA INVERSIONES Y REP S Aglobl dep rcpt | $505 | – | 87 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $9,109 | – | 44 | +100.0% | 0.00% | – |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $12,192 | – | 140 | +100.0% | 0.00% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $3,668 | – | 70 | +100.0% | 0.00% | – |
| HESM | New | HESS MIDSTREAM LP | $9,687 | – | 335 | +100.0% | 0.00% | – |
| HCAT | New | HEALTH CATALYST INC | $3,501 | – | 300 | +100.0% | 0.00% | – |
| New | IONQ INC | $615 | – | 100 | +100.0% | 0.00% | – | |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $7,680 | – | 200 | +100.0% | 0.00% | – |
| GH | New | GUARDANT HEALTH INC | $1,547 | – | 66 | +100.0% | 0.00% | – |
| GTE | New | GRAN TIERRA ENERGY INC | $7,920 | – | 9,000 | +100.0% | 0.00% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $4,604 | – | 55 | +100.0% | 0.00% | – |
| IYJ | New | ISHARES TRus industrials | $2,567 | – | 26 | +100.0% | 0.00% | – |
| VRAR | New | GLIMPSE GROUP INC | $1,230 | – | 327 | +100.0% | 0.00% | – |
| GBCI | New | GLACIER BANCORP INC NEW | $9,158 | – | 218 | +100.0% | 0.00% | – |
| GNW | New | GENWORTH FINL INC | $3,012 | – | 600 | +100.0% | 0.00% | – |
| GEL | New | GENESIS ENERGY L Punit ltd partn | $7,802 | – | 693 | +100.0% | 0.00% | – |
| GME | New | GAMESTOP CORP NEWcl a | $4,604 | – | 200 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $1,710 | – | 600 | +100.0% | 0.00% | – |
| FREQ | New | FREQUENCY THERAPEUTICS INC | $986 | – | 1,972 | +100.0% | 0.00% | – |
| IQM | New | FRANKLIN TEMPLETON ETF TRintelligent mach | $3,747 | – | 85 | +100.0% | 0.00% | – |
| FTF | New | FRANKLIN LTD DURATION INCOME | $6,075 | – | 983 | +100.0% | 0.00% | – |
| LRGF | New | ISHARES TRmsci usa multift | $1,285 | – | 31 | +100.0% | 0.00% | – |
| KSA | New | ISHARES TRmsci saudi arbia | $7,606 | – | 196 | +100.0% | 0.00% | – |
| YDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $10,670 | – | 500 | +100.0% | 0.00% | – |
| SUSC | New | ISHARES TResg awre usd etf | $5,961 | – | 259 | +100.0% | 0.00% | – |
| REM | New | ISHARES TRmortge rel etf | $2,775 | – | 127 | +100.0% | 0.00% | – |
| FPEI | New | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $1,558 | – | 93 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TResg aware msci | $680 | – | 20 | +100.0% | 0.00% | – |
| FTHI | New | FIRST TR EXCHANGE TRADED FDbuywrit incm etf | $7,157 | – | 355 | +100.0% | 0.00% | – |
| XJR | New | ISHARES TR ESGscrnd s&p sm | $1,017 | – | 30 | +100.0% | 0.00% | – |
| XVV | New | ISHARES TR ESGscrnd s&p500 | $8,898 | – | 288 | +100.0% | 0.00% | – |
| EUSB | New | ISHARES TResg adv ttl usd | $4,150 | – | 96 | +100.0% | 0.00% | – |
| DMXF | New | ISHARES TResg eafe etf | $655 | – | 11 | +100.0% | 0.00% | – |
| ISEE | New | IVERIC BIO INC | $608 | – | 25 | +100.0% | 0.00% | – |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $7,259 | – | 141 | +100.0% | 0.00% | – | |
| JMOM | New | J P MORGAN EXCHANGE TRADED Fus momentum | $2,341 | – | 59 | +100.0% | 0.00% | – |
| JPME | New | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $775 | – | 9 | +100.0% | 0.00% | – |
| KW | New | KENNEDY WILSON HOLDINGS INC | $7,183 | – | 433 | +100.0% | 0.00% | – |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $9,731 | – | 10 | +100.0% | 0.00% | – |
| LX | New | LEXINFINTECH HLDGS LTDadr | $2,710 | – | 1,000 | +100.0% | 0.00% | – |
| LGND | New | LIGAND PHARMACEUTICALS INC | $7,356 | – | 100 | +100.0% | 0.00% | – |
| LNC | New | LINCOLN NATL CORP IND | $1,606 | – | 71 | +100.0% | 0.00% | – |
| LGFB | New | LIONS GATE ENTMNT CORPcl b non vtg | $12,446 | – | 1,199 | +100.0% | 0.00% | – |
| LFUS | New | LITTELFUSE INC | $12,332 | – | 46 | +100.0% | 0.00% | – |
| New | EXSCIENTIA PLCads | $519 | – | 98 | +100.0% | 0.00% | – | |
| MMT | New | MFS MULTIMARKET INCOME TRsh ben int | $4,540 | – | 1,000 | +100.0% | 0.00% | – |
| MGEE | New | MGE ENERGY INC | $999 | – | 13 | +100.0% | 0.00% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $5,686 | – | 200 | +100.0% | 0.00% | – |
| EPAM | New | EPAM SYS INC | $3,289 | – | 11 | +100.0% | 0.00% | – |
| ENSV | New | ENSERVCO CORP | $7,369 | – | 15,353 | +100.0% | 0.00% | – |
| ERF | New | ENERPLUS CORP | $6,485 | – | 450 | +100.0% | 0.00% | – |
| MTH | New | MERITAGE HOMES CORP | $701 | – | 6 | +100.0% | 0.00% | – |
| ESI | New | ELEMENT SOLUTIONS INC | $11,586 | – | 600 | +100.0% | 0.00% | – |
| EPC | New | EDGEWELL PERS CARE CO | $1,400 | – | 33 | +100.0% | 0.00% | – |
| MSBI | New | MIDLAND STS BANCORP INC ILL | $3,491 | – | 163 | +100.0% | 0.00% | – |
| MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $1,001 | – | 355 | +100.0% | 0.00% | – |
| NBTB | New | NBT BANCORP INC | $6,742 | – | 200 | +100.0% | 0.00% | – |
| NRP | New | NATURAL RESOURCE PARTNERS L | $10,440 | – | 200 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEWcl a | $6,577 | – | 381 | +100.0% | 0.00% | – |
| DYN | New | DYNE THERAPEUTICS INC | $4,608 | – | 400 | +100.0% | 0.00% | – |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP | $981 | – | 100 | +100.0% | 0.00% | – |
| DLTH | New | DULUTH HLDGS INC | $2,552 | – | 400 | +100.0% | 0.00% | – |
| OFS | New | OFS CAP CORP | $4,476 | – | 435 | +100.0% | 0.00% | – |
| OAS | New | OASIS PETROLEUM INC | $3,769 | – | 28 | +100.0% | 0.00% | – |
| DPST | New | DIREXION SHS ETF TRdaily rgnal bull | $1,249 | – | 162 | +100.0% | 0.00% | – |
| FAZ | New | DIREXION SHS ETF TRdaily finl bear | $8,948 | – | 406 | +100.0% | 0.00% | – |
| ORAN | New | ORANGEsponsored adr | $1,575 | – | 132 | +100.0% | 0.00% | – |
| OFIX | New | ORTHOFIX MED INC | $536 | – | 32 | +100.0% | 0.00% | – |
| PACB | New | PACIFIC BIOSCIENCES CALIF IN | $3,474 | – | 300 | +100.0% | 0.00% | – |
| PALT | New | PALTALK INC | $639 | – | 300 | +100.0% | 0.00% | – |
| DNMR | New | DANIMER SCIENTIFIC INC | $518 | – | 150 | +100.0% | 0.00% | – |
| PVAC | New | RANGER OIL CORPORATION | $4,107 | – | 101 | +100.0% | 0.00% | – |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $3,243 | – | 110 | +100.0% | 0.00% | – |
| HYLB | New | DBX ETF TRxtrack usd high | $12,371 | – | 356 | +100.0% | 0.00% | – |
| CUBI | New | CUSTOMERS BANCORP INC | $1,389 | – | 75 | +100.0% | 0.00% | – |
| POST | New | POST HLDGS INC | $9,257 | – | 103 | +100.0% | 0.00% | – |
| CS | New | CREDIT SUISSE GROUPsponsored adr | $8,998 | – | 10,110 | +100.0% | 0.00% | – |
| New | PROSHARES TR | $8,954 | – | 209 | +100.0% | 0.00% | – | |
| New | PROSHARES TRultsht finls new | $10,135 | – | 500 | +100.0% | 0.00% | – | |
| New | PROSHARES TRultpro sht 2017 | $5,810 | – | 121 | +100.0% | 0.00% | – | |
| PUMP | New | PROPETRO HLDG CORP | $5,716 | – | 795 | +100.0% | 0.00% | – |
| CRVL | New | CORVEL CORP | $2,093 | – | 11 | +100.0% | 0.00% | – |
| OFC | New | CORPORATE OFFICE PPTYS TRsh ben int | $11,855 | – | 500 | +100.0% | 0.00% | – |
| UCO | New | PROSHARES TR IIulta blmbg 2017 | $5,294 | – | 200 | +100.0% | 0.00% | – |
| RH | New | RHcall | $10,716 | – | 44 | +100.0% | 0.00% | – |
| RRC | New | RANGE RES CORP | $12,044 | – | 455 | +100.0% | 0.00% | – |
| KOF | New | Coca Cola Femsa S.A.B. de C.V. | $10,153 | – | 141 | +100.0% | 0.00% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $600 | – | 706 | +100.0% | 0.00% | – |
| SM | New | SM ENERGY CO | $1,943 | – | 69 | +100.0% | 0.00% | – |
| GXC | New | SPDR INDEX SHS FDSs&p china etf | $2,716 | – | 33 | +100.0% | 0.00% | – |
| New | CIPHER MINING INC | $623 | – | 267 | +100.0% | 0.00% | – | |
| CDTX | New | CIDARA THERAPEUTICS INC | $5,080 | – | 4,000 | +100.0% | 0.00% | – |
| KDNY | New | CHINOOK THERAPEUTICS INC | $695 | – | 30 | +100.0% | 0.00% | – |
| SPLB | New | SPDR SER TRportfolio ln cor | $1,866 | – | 79 | +100.0% | 0.00% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $845 | – | 26 | +100.0% | 0.00% | – |
| XTL | New | SPDR SER TR | $4,620 | – | 57 | +100.0% | 0.00% | – |
| SSNC | New | SS C TECHNOLOGIES HLDGS INC | $3,219 | – | 57 | +100.0% | 0.00% | – |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $2,536 | – | 63 | +100.0% | 0.00% | – |
| CLDX | New | CELLDEX THERAPEUTICS INC NEW | $1,799 | – | 50 | +100.0% | 0.00% | – |
| FITE | New | SPDR SER TRs&p kensho futre | $3,016 | – | 65 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $3,286 | – | 50 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC | $1,515 | – | 7 | +100.0% | 0.00% | – |
| QUS | New | SPDR SER TRmsci usa strtgic | $3,246 | – | 28 | +100.0% | 0.00% | – |
| TAST | New | CARROLS RESTAURANT GROUP INC | $7,805 | – | 3,500 | +100.0% | 0.00% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $827 | – | 6 | +100.0% | 0.00% | – |
| CBNK | New | CAPITAL BANCORP INC MD | $8,320 | – | 500 | +100.0% | 0.00% | – |
| GOEV | New | CANOO INC | $4,568 | – | 7,000 | +100.0% | 0.00% | – |
| CAJ | New | CANON INCsponsored adr | $712 | – | 32 | +100.0% | 0.00% | – |
| CSIQ | New | CANADIAN SOLAR INC | $8,957 | – | 225 | +100.0% | 0.00% | – |
| CBT | New | CABOT CORP | $3,066 | – | 40 | +100.0% | 0.00% | – |
| CABO | New | CABLE ONE INC | $1,404 | – | 2 | +100.0% | 0.00% | – |
| SVC | New | SERVICE PPTYS TR | $996 | – | 100 | +100.0% | 0.00% | – |
| SAMG | New | SILVERCREST ASSET MGMT GROUPcl a | $3,636 | – | 200 | +100.0% | 0.00% | – |
| BRMK | New | BROADMARK RLTY CAP INC | $569 | – | 121 | +100.0% | 0.00% | – |
| SAH | New | SONIC AUTOMOTIVE INCcl a | $3,912 | – | 72 | +100.0% | 0.00% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $5,004 | – | 65 | +100.0% | 0.00% | – |
| SOR | New | SOURCE CAP INC | $7,558 | – | 200 | +100.0% | 0.00% | – |
| BOMN | New | BOSTON OMAHA CORP | $2,675 | – | 113 | +100.0% | 0.00% | – |
| New | SPLUNK INCnote 1.13% 1-jun | $1,701 | – | 20 | +100.0% | 0.00% | – | |
| New | BLOCK INCnote 0.250%11/0 | $761 | – | 10 | +100.0% | 0.00% | – | |
| STRL | New | STERLING CONSTR INC | $4,735 | – | 125 | +100.0% | 0.00% | – |
| SNEX | New | STONEX GROUP INC | $828 | – | 8 | +100.0% | 0.00% | – |
| LCTU | New | BLACKROCK ETF TRUSTus carbon trans | $1,086 | – | 24 | +100.0% | 0.00% | – |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $2,638 | – | 110 | +100.0% | 0.00% | – |
| TALO | New | TALOS ENERGY INC | $935 | – | 63 | +100.0% | 0.00% | – |
| TARS | New | TARSUS PHARMACEUTICALS INC | $1,295 | – | 103 | +100.0% | 0.00% | – |
| TECK | New | TECK RESOURCES LTDcl b | $10,184 | – | 279 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $7,605 | – | 17 | +100.0% | 0.00% | – |
| DDD | New | 3 D SYS CORP DEL | $3,216 | – | 300 | +100.0% | 0.00% | – |
| TDW | New | TIDEWATER INC NEW | $11,020 | – | 250 | +100.0% | 0.00% | – |
| BYM | New | BLACKROCK MUN INCOME QUALITY | $6,475 | – | 566 | +100.0% | 0.00% | – |
| BSM | New | BLACK STONE MINERALS L P | $3,546 | – | 226 | +100.0% | 0.00% | – |
| TKC | New | TURKCELL ILETISIM HIZMETLERIspon adr new | $2,675 | – | 622 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $3,512 | – | 200 | +100.0% | 0.00% | – |
| BIGC | New | BIGCOMMERCE HLDGS INC | $2,682 | – | 300 | +100.0% | 0.00% | – |
| CPER | New | UNITED STS COMMODITY INDEX Fcm rep copp fd | $9,976 | – | 400 | +100.0% | 0.00% | – |
| New | BATH BODY WORKS INC | $4,052 | – | 111 | +100.0% | 0.00% | – | |
| MOTI | New | VANECK ETF TRUSTmrngstr int moat | $9,271 | – | 290 | +100.0% | 0.00% | – |
| NLR | New | VANECK ETF TRUSTuranium pls nucl | $3,143 | – | 57 | +100.0% | 0.00% | – |
| New | BRP INC | $10,010 | – | 128 | +100.0% | 0.00% | – | |
| ACLS | New | AXCELIS TECHNOLOGIES INC | $1,333 | – | 10 | +100.0% | 0.00% | – |
| AIZ | New | ASSURANT INC | $2,882 | – | 24 | +100.0% | 0.00% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $9,135 | – | 225 | +100.0% | 0.00% | – |
| APPH | New | APPHARVEST INC | $1,117 | – | 1,832 | +100.0% | 0.00% | – |
| FINS | New | ANGEL OAK FINL STRATEGIES IN | $3,465 | – | 281 | +100.0% | 0.00% | – |
| AMRS | New | AMYRIS INC | $2,082 | – | 1,531 | +100.0% | 0.00% | – |
| New | VAXXINITY INC | $3,405 | – | 1,500 | +100.0% | 0.00% | – | |
| AAT | New | AMERICAN ASSETS TR INC | $9,295 | – | 500 | +100.0% | 0.00% | – |
| UHAL | New | AMERCO | $11,751 | – | 197 | +100.0% | 0.00% | – |
| VIACA | New | PARAMOUNT GLOBAL | $2,642 | – | 102 | +100.0% | 0.00% | – |
| VMEO | New | VIMEO INC | $594 | – | 155 | +100.0% | 0.00% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $7,590 | – | 500 | +100.0% | 0.00% | – |
| JOET | New | VIRTUS ETF TR IIvirtus us qlty | $4,815 | – | 175 | +100.0% | 0.00% | – |
| VABK | New | VIRGINIA NATL BANKSHARES COR | $3,203 | – | 89 | +100.0% | 0.00% | – |
| ZTR | New | VIRTUS GLOBAL DIVID INCOME | $2,914 | – | 450 | +100.0% | 0.00% | – |
| ATUS | New | ALTICE USA INCcl a | $1,689 | – | 494 | +100.0% | 0.00% | – |
| VST | New | VISTRA CORP | $9,888 | – | 412 | +100.0% | 0.00% | – |
| IGA | New | VOYA GLBL ADV PREM OPP FD | $10,641 | – | 1,246 | +100.0% | 0.00% | – |
| WMG | New | WARNER MUSIC GROUP CORP | $5,940 | – | 178 | +100.0% | 0.00% | – |
| ATI | New | ALLEGHENY TECHNOLOGIES INC | $11,838 | – | 300 | +100.0% | 0.00% | – |
| WEN | New | WENDYS CO | $10,890 | – | 500 | +100.0% | 0.00% | – |
| WHLM | New | WILHELMINA INTL INC | $511 | – | 125 | +100.0% | 0.00% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $5,283 | – | 230 | +100.0% | 0.00% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $6,218 | – | 125 | +100.0% | 0.00% | – |
| AVAV | New | AEROVIRONMENT INC | $9,166 | – | 100 | +100.0% | 0.00% | – |
| New | ADVISORS INNER CIRCLE FD IIIadvocate rising | $815 | – | 37 | +100.0% | 0.00% | – | |
| XRX | New | XEROX HOLDINGS CORP | $5,227 | – | 339 | +100.0% | 0.00% | – |
| GOLF | New | ACUSHNET HLDGS CORP | $7,641 | – | 150 | +100.0% | 0.00% | – |
| New | ZIMVIE INC | $723 | – | 100 | +100.0% | 0.00% | – | |
| ZG | New | ZILLOW GROUP INCcl a | $4,370 | – | 100 | +100.0% | 0.00% | – |
| CLVT | New | CLARIVATE PLC | $3,089 | – | 329 | +100.0% | 0.00% | – |
| AOSL | New | ALPHA OMEGA SEMICONDUCTOR | $2,695 | – | 100 | +100.0% | 0.00% | – |
| SFL | New | SFL CORPORATION LTD | $2,930 | – | 308 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $9,557 | – | 190 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $838 | – | 24 | +100.0% | 0.00% | – |
| New | PERION NETWORK LTD | $7,915 | – | 200 | +100.0% | 0.00% | – | |
| CNHI | New | CNH INDL N V | $3,148 | – | 206 | +100.0% | 0.00% | – |
| New | EXPRO GROUP HOLDINGS NV | $4,590 | – | 250 | +100.0% | 0.00% | – | |
| ADT | New | ADT INC DEL | $4,338 | – | 600 | +100.0% | 0.00% | – |
| FLEX | New | FLEX LTDord | $5,729 | – | 249 | +100.0% | 0.00% | – |
| IMKTA | New | INGLES MKTS INCcl a | $2,218 | – | 25 | +100.0% | 0.00% | – |
| PSMB | New | INVESCO ACTIVELY MANAGED ETFblncd mlti ast | $3,206 | – | 216 | +100.0% | 0.00% | – |
| INTZ | New | INTRUSION INC | $1,170 | – | 1,000 | +100.0% | 0.00% | – |
| VKI | New | INVESCO ADVANTAGE MUN INCOMEsh ben int | $3,047 | – | 342 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q3 2023 | 4.6% |
| ISHARES TR | 11 | Q3 2023 | 4.4% |
| AMAZON COM INC | 11 | Q3 2023 | 3.0% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 11 | Q3 2023 | 2.3% |
| VANGUARD WORLD FDS | 11 | Q3 2023 | 2.0% |
| SPDR S&P 500 ETF TR | 11 | Q3 2023 | 1.6% |
| ISHARES TR | 11 | Q3 2023 | 1.8% |
| ALPHABET INC | 11 | Q3 2023 | 1.6% |
| VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 3.2% |
View Spire Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-14 |
View Spire Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.