Position in GRFS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,511
-$998 QoQ
Shares Held
1,061
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 164 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in GRFS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $51,426,589 across 15 Drug Manufacturers - General names. GRFS ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,938 | $33,509,677 | |
| 2 | NVS |
Novartis AG
|
35,965 | $5,636,434 | |
| 3 | ABBV |
AbbVie Inc.
|
13,113 | $3,299,755 | |
| 4 | JNJ |
Johnson & Johnson
|
12,264 | $3,114,688 | |
| 5 | MRK |
Merck & Co., Inc.
|
19,212 | $2,468,742 | |
| 6 | AMGN |
Amgen Inc
|
4,384 | $1,587,534 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,696 | $593,292 | |
| 8 | PFE |
Pfizer Inc
|
18,451 | $444,300 |
All Filings in GRFS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,511 | 1,061 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,509 | 1,061 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,920 | 1,061 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,567 | 1,061 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,591 | 1,061 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,915 | 1,254 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,688 | 899 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,983 | 899 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,565 | 1,199 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,106 | 1,513 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $17,490 | 1,513 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,086 | 1,213 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,697 | 1,277 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,411 | 1,277 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,710 | 1,613 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,379 | 1,198 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $23,296 | 1,961 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $25,252 | 2,162 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $20,472 | 1,823 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $22,338 | 1,529 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $24,168 | 1,393 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,037 | 60 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||