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 |
|---|---|---|---|---|---|---|---|---|---|
| DIREXION SHS ETF TR | DRX S&P500BULL | 251 | $2,240,820 | 16,719 | 0.00 | 0.00 | 936 | 5.93 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 252 | $2,219,967 | 23,221 | 0.00 | 0.00 | 999 | 4.50 | 03-31-2024 |
| ISHARES TR | US AER DEF ETF | 253 | $2,202,084 | 16,691 | 0.00 | 0.00 | 6,281 | 60.34 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 254 | $2,174,587 | 17,085 | 0.00 | 0.00 | -908 | -5.05 | 03-31-2024 |
