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Spire Wealth Management

Company profile

Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
541831247
SEC advisor number
801-60468
FINRA CRD number
113908
AUM ?
$4.26B (as of 10 Mar 21)
Accounts
13,224 (as of 10 Mar 21)
Employees
97 (77 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 2550 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
$132.57M 967.95K
$110.93M 32.21K
$108.2M 251.1K
$71.27M 262.71K
$50.62M 20.7K
$45.94M 114.89K
$43.91M 377.71K
$43.3M 160.08K
$42.66M 122.44K
$42M 52.35K
$41.53M 97.01K
$39.16M 107.41K
$35.83M 663.38K
$32.58M 139.29K
Fidelity Covington Trust
$31.5M 585.88K
$31.44M 546.6K
$30.99M 750.46K
$30.55M 196.19K
$30.2M 202.96K
$29.85M 811.34K
$29.61M 92.7K
$28.16M 346.78K
$27.38M 241.79K
$26.3M 66.02K
$25.65M 380.41K
$25.26M 293.77K
$24.84M 338.92K
$24.81M 78.77K
$24.39M 189.52K
$23.85M 410.86K
$22.71M 179.88K
$22.65M 128.7K
$22.61M 61.09K
$22.05M 214.76K
$21.84M 73.85K
$21.64M 140.06K
$20.91M 174.02K
$20.21M 268.33K
$19.95M 49.54K
$19.77M 28.59K
$19.75M 7.88K
$18.27M 25.32K
$18.25M 132.79K
$17.98M 351.36K
$17.74M 100.87K
$17.62M 80.12K
$17.52M 124.1K
First TR Value Line Divid In
$17.21M 432.9K
$17.21M 673.72K
$17.04M 152.09K
Holdings list only includes long positions. Only includes long positions.

Calendar

31 Jul 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings