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Spire shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Spire (SR) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Spire

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spire by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $11k 150 72.99
2025-03-31 $12k 150 78.25

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Spire

BlackRock
Vanguard Group
State Street Corporation
American Century Companies
Deutsche Bank Aktiengesellschaft
Hanna Zanoni
Macquarie Group
Geode Capital Management
Captrust Financial Advisors
Duff & Phelps Investment Management
Dimensional Fund Advisors
Cohen & Steers Capital Management
Vaughan Nelson Investment Management
Nuveen
Invesco

View all funds holding Spire