Position in WFRD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,159,760
-$691,626 QoQ
Shares Held
51,040
-0.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#112
of 425 holders
Holding Since
Dec 2023
7 quarters on record
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Spire Wealth Management holds $10,465,035 across 11 Oil & Gas Equipment & Services names. WFRD ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
81,728 | $5,418,565 | |
| 2 | WFRD |
Weatherford International plc
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|
51,040 | $4,159,760 | |
| 3 | SLB |
Slb Limited/Nv
|
12,688 | $589,865 | |
| 4 | HAL |
Halliburton Co
|
4,343 | $147,444 | |
| 5 | SEI |
Solaris Energy Infrastructure, Inc.
|
646 | $51,977 | |
| 6 | BKR |
Baker Hughes Co
|
684 | $37,962 | |
| 7 | TDW |
Tidewater Inc
|
516 | $34,381 | |
| 8 | CLB |
Core Laboratories Inc. /DE/
|
1,251 | $14,574 |
All Filings in WFRD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,159,760 | 51,040 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,851,386 | 51,294 | Shares | Sole | 2026-04-22 | |
| 2024-12-31 | $7,163 | 100 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,984 | 200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,490 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $23,084 | 200 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $19,566 | 200 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||