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Jeffrey Ameen

@Spire Wealth Management

Latest period2024 - Q3ReportedManaged Assets$2.966BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
METAMeta Platforms Inc
Recent Activity
Increased 4.6%
1.29%
$38.105M
66,566 shares@ $572.45 avg price
AGGIshares Tr
Recent Activity
Decreased -1.6%
1.16%
$34.387M
339,556 shares@ $101.28 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -4.71%
1.11%
$32.866M
725,195 shares@ $45.33 avg price
IVEIshares Tr
Recent Activity
Decreased -0.4%
1.06%
$31.192M
158,196 shares@ $197.18 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 15.23%
1.01%
$29.919M
33,749 shares@ $886.52 avg price
IJHIshares Tr
Recent Activity
Decreased -3.22%
1%
$29.555M
474,242 shares@ $62.32 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.14%
0.99%
$29.22M
645,890 shares@ $45.25 avg price
LLYLilly Eli Co
Recent Activity
Increased 4.06%
0.98%
$28.792M
32,498 shares@ $885.95 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -6.43%
0.95%
$28.098M
182,429 shares@ $154.03 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 0.33%
0.93%
$27.304M
584,168 shares@ $46.74 avg price