Position in ADP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$575,550
+$410,162 QoQ
Shares Held
2,570
+215.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,416
of 2,277 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. ADP ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in ADP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,550 | 2,570 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $165,388 | 814 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $246,940 | 960 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $537,985 | 1,833 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,209,235 | 3,921 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $815,765 | 2,670 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $822,278 | 2,809 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,640,004 | 9,540 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,130,991 | 25,686 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,630,347 | 26,549 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,240,101 | 26,785 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $858,630 | 3,569 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,894,898 | 17,721 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $681,247 | 3,060 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,692,882 | 19,647 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,469,513 | 19,760 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,412,520 | 25,769 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $835,981 | 3,674 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,357,058 | 9,559 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $792,682 | 3,965 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $785,939 | 3,957 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,610,476 | 8,545 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||