Spire Wealth Management

CIK Number: 0001858740

2.97B
Market Value
1,828
# of Holdings
11 months
Avg. Holding Period
73.90%
Win Rate
3.74%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Ishares Tr
595.67
+1.83% 224.67K -6.61% 129.59M 416.8 4.37%
2 Apple Inc
237.74
+1.91% 529.85K +6.52% 123.46M 148.94 4.16%
3 J P Morgan Exch...
50.47
+0.07% 2.02M +33.54% 102.68M 50.4 3.46%
4 Nvidia Corporat...
136.28
+3.43% 745.60K +2.59% 90.55M 138.44 3.05%
5 Microsoft Corp
426.29
+2.55% 174.91K -6.50% 75.26M 278.52 2.54%

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