Spire Wealth Management

Q1 2024 13F Detailed Holdings

Location
Mclean, VA
Holdings as of
3/31/2024
Value ($000)
$5,508,412
Num holdings
2,367
Date filed
4/24/2024
Form type
13F-HR
Prev filing
2/6/2024
Next filing
7/31/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 CORBETT ROAD CAPITAL MANAGEMENT, LLC 028-19848