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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
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -10.81%
0.92%
$27.267M
120,781 shares@ $225.76 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Decreased -0.49%
0.91%
$26.803M
766,668 shares@ $34.96 avg price
GTOInvesco Actively Managed Etf
Recent Activity
Decreased -0.28%
0.91%
$26.744M
553,708 shares@ $48.31 avg price
MAMastercard Incorporated
Recent Activity
Decreased -12%
0.83%
$24.364M
49,340 shares@ $493.81 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -19.34%
0.78%
$23.059M
255,077 shares@ $90.4 avg price
IEMGIshares Inc
Recent Activity
Decreased -2.48%
0.77%
$22.827M
397,610 shares@ $57.41 avg price
VCRVanguard World Fds
Recent Activity
Decreased -11.68%
0.75%
$22.183M
65,153 shares@ $340.49 avg price
ACWXIshares Tr
Recent Activity
Decreased -2.12%
0.74%
$21.927M
383,197 shares@ $57.23 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -9.62%
0.74%
$21.879M
161,537 shares@ $135.45 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.46%
0.7%
$20.644M
118,256 shares@ $174.58 avg price