Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 2367 | 5,508,412,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | 201 | $3,296,457 | 15,984 | 0.00 | 0.00 | -999 | -5.88 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 202 | $3,283,749 | 35,771 | 0.00 | 0.00 | -4,177 | -10.46 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 27 | 203 | $3,262,584 | 129,622 | 0.00 | 0.00 | 352 | 0.27 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 204 | $3,235,912 | 77,119 | 0.00 | 0.00 | 2,244 | 3.00 | 03-31-2024 |
