Spire Wealth Management Asset Management

Spire Wealth Management

$2.74 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GAB Gabelli Equity Trust Inc	$0	$6,000 0.0% of portfolio	1,000	Q3 2022 Reduced 85.74%
ETB Eaton Vance Tax Managed Buy Write Income Fund	$0	$4,000 0.0% of portfolio	330	Q1 2021 New
MMT Mfs Multimarket Income Trust	$0	$4,000 0.0% of portfolio	1,000	Q1 2023 New
FOF Cohen & Steers Closed End Opportunity Fund, Inc.	$0	$4,000 0.0% of portfolio	357	Q3 2025 Added 2.0%
NTRS Northern Trust Corp	$27.1B	$4,000 0.0% of portfolio	33	Q3 2025 Reduced 17.5%
NNY Nuveen New York Municipal Value Fund	$0	$4,000 0.0% of portfolio	519	Q2 2021 New
EFT Eaton Vance Floating Rate Income Trust	$0	$3,000 0.0% of portfolio	330	Q1 2021 New
NUV Nuveen Municipal Value Fund Inc	$0	$3,000 0.0% of portfolio	430	Q4 2024 New
SAMG Silvercrest Asset Management Group Inc.	$138M	$3,000 0.0% of portfolio	208	Q3 2025 Added 1.46%
HFRO Highland Income Fund\Ma	$0	$3,000 0.0% of portfolio	500	Q3 2025 Reduced 83.33%
IGR Cbre Global Real Estate Income Fund	$0	$2,000 0.0% of portfolio	523	Q3 2024 Reduced 36.76%
SBI Western Asset Intermediate Muni Fund Inc.	$0	$2,000 0.0% of portfolio	330	Q1 2021 New
IVZ Invesco Ltd.	$10.8B	$1,000 0.0% of portfolio	61	Q3 2025 Added 8.93%
JHG Janus Henderson Group PLC	$7.25B	$1,000 0.0% of portfolio	28	Q3 2025 Reduced 52.54%
VRTS Virtus Investment Partners, Inc.	$1.18B	$0 0.0% of portfolio	5	Q1 2025 Reduced 44.44%
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$0	$0 0.0% of portfolio	58	Q2 2025 Reduced 97.26%
HRZN Horizon Technology Finance Corp	$0	$0 0.0% of portfolio	100	Q1 2024 Added 100.0%
GGZ Gabelli Global Small & Mid Cap Value Trust	$0	$0 0.0% of portfolio	40	Q2 2025 New

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