Position in SERV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,567
-$3,553 QoQ
Shares Held
1,910
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 194 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Spire Wealth Management holds $570,771 across 11 Integrated Freight & Logistics names. SERV ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
2,441 | $262,407 | |
| 2 | FDX |
Fedex Corp
|
542 | $169,716 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
179 | $51,807 | |
| 4 | LSTR |
Landstar System Inc
|
202 | $41,775 | |
| 5 | SERV |
Serve Robotics Inc. /DE/
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|
1,910 | $12,567 | |
| 6 | GXO |
GXO Logistics, Inc.
|
200 | $10,140 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
48 | $9,040 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
350 | $7,833 |
All Filings in SERV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,567 | 1,910 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,120 | 1,910 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,114 | 300 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,489 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,432 | 300 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,725 | 300 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,050 | 300 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||