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Capital Southwest Corporation shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 600 25.29
2024-06-30 $16k 600 26.09

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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)

View all positions for Spire Wealth Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Asset Management Investors
Sanders Morris Harris
Sound Income Strategies
Two Sigma Investments
Invesco
Harbor Capital Advisors
Melia Wealth
First Manhattan
Tectonic Advisors
Hennion & Walsh Asset Management
BlackRock
LPL Financial
Advisors Asset Management

View all funds holding Capital Southwest Corporation