Jeffrey Ameen

@Spire Wealth Management

Latest period2024 - Q3

Reported3mo 4d ago

Managed Assets$2.966B

Total holdings2156

Assets growth rate4.66%

Assets growth rate (2-Q avg)-21.94%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spire Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2156 positions.

Assets under management

The assets under management (AUM) of Spire Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.966B in assets, with a quarterly growth rate of 4.66% and a 2-quarter average growth rate of -21.94%. The portfolio is managed by Jeffrey Ameen, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VERXVertex Inc Recent Activity New Position	0.05%	$1.198M 31,100 shares@ $38.51 avg price	New Position
PSNParsons Corp Del Recent Activity New Position	0.04%	$1.06M 10,226 shares@ $103.69 avg price	New Position
LRNStride Inc Recent Activity New Position	0.03%	$654,242 7,669 shares@ $85.31 avg price	New Position
JULWAim Etf Products Trust Recent Activity New Position	0.03%	$608,463 17,616 shares@ $34.55 avg price	New Position
POWLPowell Inds Inc Recent Activity New Position	0.02%	$502,807 2,265 shares@ $221.99 avg price	New Position
YOUClear Secure Inc Recent Activity New Position	0.02%	$302,668 9,133 shares@ $33.15 avg price	New Position
IDRIdaho Strategic Resources Recent Activity New Position	0.01%	$253,745 15,790 shares@ $16.07 avg price	New Position
IWXIshares Tr Recent Activity New Position	0.01%	$250,799 3,086 shares@ $81.27 avg price	New Position
AUBAtlantic Un Bankshares Corp Recent Activity New Position	0.01%	$185,914 4,935 shares@ $37.68 avg price	New Position
CMPSCompass Pathways Plc Recent Activity New Position	0.01%	$118,377 18,790 shares@ $6.3 avg price	New Position