Position in IT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,110
-$1,323 QoQ
Shares Held
24
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 647 holders
Holding Since
Mar 2021
20 quarters on record
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Spire Wealth Management holds $4,472,708 across 20 Information Technology Services names. IT ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
12,099 | $3,402,359 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,876 | $256,918 | |
| 3 | CACI |
Caci International Inc /De/
|
362 | $167,700 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
1,489 | $153,322 | |
| 5 | APLD |
Applied Digital Corp.
|
3,442 | $128,386 | |
| 6 | ACN |
Accenture plc
|
880 | $109,507 | |
| 7 | SAIC |
Science Applications International Corp
|
830 | $91,640 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
401 | $55,233 |
All Filings in IT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,110 | 24 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,433 | 28 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,018 | 8 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $133,800 | 509 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $20,614 | 51 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,913 | 26 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,049 | 29 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $24,831 | 49 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,369 | 32 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $21,926 | 46 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $17,593 | 39 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,400 | 39 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,356 | 21 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,212 | 16 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $29,580 | 88 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $553 | 2 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,934 | 8 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $75,554 | 254 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $131,053 | 392 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $85,250 | 467 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||