Position in EXEL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$456,049
+$33,397 QoQ
Shares Held
10,633
+10.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Spire Wealth Management holds $3,225,256 across 33 Biotechnology names. EXEL ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,905 | $850,658 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
|
7,391 | $477,680 | |
| 3 | EXEL |
Exelixis, Inc.
This page
|
10,633 | $456,049 | |
| 4 | INCY |
Incyte Corp
|
3,487 | $328,195 | |
| 5 | SRRK |
Scholar Rock Holding Corp
|
6,303 | $309,855 | |
| 6 | INSM |
INSMED Inc
|
765 | $125,092 | |
| 7 | PVLA |
Palvella Therapeutics, Inc.
|
1,000 | $124,650 | |
| 8 | NTLA |
Intellia Therapeutics, Inc.
|
9,036 | $115,841 |
All Filings in EXEL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||