Spire Wealth Management
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1858740
MCLEAN, VA
Position in BR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$256,918
-$67,554 QoQ
Shares Held
1,876
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#693
of 1,003 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Spire Wealth Management holds $4,472,708 across 20 Information Technology Services names. BR ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
12,099 | $3,402,359 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,876 | $256,918 | |
| 3 | CACI |
Caci International Inc /De/
|
362 | $167,700 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
1,489 | $153,322 | |
| 5 | APLD |
Applied Digital Corp.
|
3,442 | $128,386 | |
| 6 | ACN |
Accenture plc
|
880 | $109,507 | |
| 7 | SAIC |
Science Applications International Corp
|
830 | $91,640 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
401 | $55,233 |
All Filings in BR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,918 | 1,876 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $324,472 | 1,997 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $443,215 | 1,986 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $486,104 | 2,041 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $506,231 | 2,083 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $503,831 | 2,078 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $462,127 | 2,044 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $439,521 | 2,044 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $404,244 | 2,052 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $419,963 | 2,050 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $432,280 | 2,101 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $376,005 | 2,100 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $351,135 | 2,120 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $303,399 | 2,070 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $289,318 | 2,157 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $311,586 | 2,159 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $307,480 | 2,157 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $442,527 | 2,842 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,146,647 | 6,272 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $441,096 | 2,647 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,112,780 | 6,889 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,307,982 | 15,075 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||