Position in EXEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$478,481
+$22,432 QoQ
Shares Held
8,794
-17.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#434
of 751 holders
Holding Since
Mar 2021
11 quarters on record
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $7,680,555 across 34 Biotechnology names. EXEL ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
16,140 | $3,022,698 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,953 | $970,113 | |
| 3 | ARGX |
Argenx SE
|
914 | $847,981 | |
| 4 | NTLA |
Intellia Therapeutics, Inc.
|
39,516 | $668,610 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
7,144 | $559,160 | |
| 6 | EXEL |
Exelixis, Inc.
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|
8,794 | $478,481 | |
| 7 | SRRK |
Scholar Rock Holding Corp
|
6,303 | $346,665 | |
| 8 | PVLA |
Palvella Therapeutics, Inc.
|
1,000 | $152,820 |
All Filings in EXEL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,481 | 8,794 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $456,049 | 10,633 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $422,652 | 9,643 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $381,075 | 9,227 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $318,389 | 7,223 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $383,635 | 10,391 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $300,033 | 9,010 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $155,959 | 6,010 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $18,200 | 810 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $1,736 | 95 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $2,146 | 95 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||