
Spire Wealth Management
CIK Number: 0001858740
3.22B
Market Value
1,859
# of Holdings
11 months
Avg. Holding Period
74.80%
Win Rate
-0.65%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Ishares Tr | 579.29 | -1.28% | 224.67K | -6.61% | 129.59M | 416.8 | 4.37% | |
2 | Apple Inc | 236.06 | -0.83% | 529.85K | +6.52% | 123.46M | 148.94 | 4.16% | |
3 | J P Morgan Exch... | 50.50 | +0.04% | 2.02M | +33.54% | 102.68M | 50.4 | 3.46% | |
4 | Nvidia Corporat... | 116.08 | +1.77% | 745.6K | +2.59% | 90.55M | 24.98 | 3.05% | |
5 | Microsoft Corp | 388.60 | +0.03% | 174.91K | -6.5% | 75.26M | 278.52 | 2.54% |
Trade Smarter, Not Harder
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- Up to 30 years financial history
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