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Vertex shares owned by Spire Wealth Management

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

Historical chart of Spire Wealth Management investment in Vertex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vertex by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 31k 38.51

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Spdr S P 500 Etf Tr Tr Unit (SPY)
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 Vertex

Vanguard Group
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BlackRock
Tensile Capital Management
Neuberger Berman Group
Fred Alger Management
Conestoga Capital Advisors
Legacy Advisors
Jpmorgan Chase & Co
Franklin Resources
TimesSquare Capital Management
Geneva Capital Management
Geode Capital Management
Hanna Zanoni
Palisade Capital Management

View all funds holding Vertex