Position in COO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,362
+$147 QoQ
Shares Held
19
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 669 holders
Holding Since
Mar 2021
19 quarters on record
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $5,198,859 across 17 Medical Instruments & Supplies names. COO ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
10,474 | $4,165,299 | |
| 2 | RMD |
Resmed Inc
|
2,475 | $482,327 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
3,700 | $355,052 | |
| 4 | BDX |
Becton Dickinson & Co
|
548 | $82,928 | |
| 5 | ALGN |
Align Technology Inc
|
138 | $23,275 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
262 | $18,167 | |
| 7 | ATRC |
AtriCure, Inc.
|
616 | $17,235 | |
| 8 | ALC |
Alcon Inc
|
241 | $16,171 |
All Filings in COO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362 | 19 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,215 | 17 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,475 | 18 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $12,752 | 186 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,947 | 196 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,508 | 172 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $22,706 | 247 | Shares | Sole | 2025-01-24 | |
| 2023-12-31 | $24,977 | 66 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,394 | 83 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $31,057 | 81 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,654 | 58 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,258 | 28 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,389 | 28 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,423 | 78 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $327,390 | 784 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $56,137 | 134 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $25,625 | 62 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $18,624 | 47 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $104,856 | 273 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||