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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 ?
$4.19B (as of 18 Jul 22)
Accounts
12,301 (as of 18 Jul 22)
Employees
99 (74 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 2618 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$96.99M 709.37K
$83.93M 221.37K
$54.27M 211.32K
$51.38M 1.03M
$50.31M 473.67K
$38.34M 17.59K
$36.66M 97.17K
$35.73M 351.43K
$33.96M 97.91K
$30.24M 92.59K
$30.16M 153.16K
$28.92M 262.65K
$24.53M 108.42K
$23.52M 507.32K
$23.24M 48.5K
$23.08M 496.08K
$22.5M 467.23K
$22M 643.19K
$21.05M 66.72K
$20.72M 150.7K
$20.3M 133.88K
$18.72M 204.57K
$18.65M 145.43K
$17.99M 232.21K
$17.97M 65.81K
$17.06M 129.32K
$16.35M 277.75K
$15.63M 318.5K
$15.45M 56.32K
$15.37M 7.03K
$15.15M 712.38K
$14.77M 129.68K
$14.57M 323.83K
$14.48M 83.96K
$14.38M 457.3K
$13.32M 189.68K
$13.04M 57.31K
First TR Value Line Divid In
$13.01M 335.1K
$12.96M 30.13K
$12.93M 103.16K
$12.9M 219.2K
$12.66M 137.04K
$12.49M 207.03K
$12.48M 38.49K
$12.29M 262.41K
$11.82M 138.02K
$11.69M 53.45K
$11.43M 66.48K
$11.41M 114.25K
$11.41M 136.27K
Holdings list only includes long positions. Only includes long positions.

Calendar

20 Aug 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings