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 |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 51 | $22,048,610 | 16,096 | 0.00 | 0.00 | 25 | 0.16 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 52 | $21,917,412 | 42,935 | 0.00 | 0.00 | -388 | -0.90 | 03-31-2024 |
| KINSALE CAP GROUP INC | COM | 53 | $21,741,690 | 14,460 | 0.00 | 0.00 | 178 | 1.25 | 03-31-2024 |
| EQUINIX INC | COM | 54 | $21,606,118 | 8,197 | 0.00 | 0.00 | 108 | 1.34 | 03-31-2024 |
