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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 401 | $1,055,327 | 13,231 | 0.00 | 0.00 | -3,719 | -21.94 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQT ULTRA BF | 402 | $1,051,489 | 32,195 | 0.00 | 0.00 | 21,808 | 209.95 | 03-31-2024 |
| ROPER TECHNOLOGIES INC | COM | 403 | $1,042,313 | 1,858 | 0.00 | 0.00 | 791 | 74.13 | 03-31-2024 |
| SPDR SER TR | S&P INS ETF | 404 | $1,030,674 | 19,794 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
