Position in CCL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$146,144
-$7,563 QoQ
Shares Held
5,647
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $3,377,018 across 8 Travel Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIK |
Viking Holdings Ltd
|
10,811 | $1,131,587 | |
| 2 | BKNG |
Booking Holdings Inc.
|
4,905 | $874,266 | |
| 3 | RCL |
Royal Caribbean Cruises Ltd
|
2,291 | $727,461 | |
| 4 | EXPE |
Expedia Group, Inc.
|
2,247 | $574,962 | |
| 5 | ABNB |
Airbnb, Inc.
|
240 | $34,344 | |
| 6 | LIND |
Lindblad Expeditions Holdings, Inc.
|
550 | $15,532 | |
| 7 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
705 | $14,882 | |
| 8 | TCOM |
Trip.com Group Ltd
|
100 | $3,984 |
All Filings in CCL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,144 | 5,647 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $153,707 | 5,033 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $182,306 | 6,306 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $192,425 | 6,843 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $148,213 | 7,589 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,139,666 | 45,733 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $148,856 | 8,055 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $224,640 | 12,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $139,641 | 8,546 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $152,046 | 8,201 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $112,819 | 8,223 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $205,529 | 10,915 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $123,982 | 12,215 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $122,447 | 15,192 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $30,763 | 4,376 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $23,908 | 2,764 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $92,162 | 4,558 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $197,860 | 9,834 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $203,556 | 8,139 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $210,800 | 7,997 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $260,888 | 9,830 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||