Spire Wealth Management
Top Portfolio Positions
1,349 positions ·
$301,538,651 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
30,381 | $13,072,640 | 4.34% |
| IAU |
Ishares Gold Trust
|
137,797 | $12,148,183 | 4.03% |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
35,911 | $11,745,410 | 3.90% |
| XOM |
Exxon Mobil Corp
Energy
|
40,275 | $6,833,056 | 2.27% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,432 | $6,480,346 | 2.15% |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
14,578 | $5,691,396 | 1.89% |
| GEV |
GE Vernova Inc.
Industrials
|
6,344 | $5,537,677 | 1.84% |
| UBER |
Uber Technologies, Inc
Technology
|
62,665 | $4,507,493 | 1.49% |
| CVX |
Chevron Corp
Energy
|
19,946 | $4,126,827 | 1.37% |
| GLW |
Corning Inc /Ny
Technology
|
28,617 | $3,891,053 | 1.29% |
Portfolio Trend
Holdings in NN
Export CSVShares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,668 | 13,400 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $216,320 | 13,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $185,900 | 13,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $197,600 | 13,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $133,870 | 11,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $171,160 | 11,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $82,390 | 11,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $89,210 | 11,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $72,380 | 11,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $48,950 | 11,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $25,700 | 5,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,700 | 5,000 | Shares | Sole | 2023-08-09 | |
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