SPIRE WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 13K | $6.15M |
 | MDLZ | 13K | $801.68K |
 | LOW | 13K | $3.20M |
 | TCPC | 13K | $78.47K |
 | DIS | 13K | $1.44M |
 | GS | 12K | $9.93M |
 | UBS | 12K | $505.91K |
 | VLTO | 12K | $1.31M |
 | SRAD | 12K | $330.12K |
 | CAH | 12K | $1.92M |
 | IBM | 12K | $3.44M |
 | SO | 12K | $1.15M |
 | OKE | 12K | $863.04K |
 | VLO | 12K | $1.99M |
 | ABBV | 11K | $2.58M |
 | KKR | 11K | $1.45M |
 | MSTR | 11K | $3.56M |
 | RPAY | 11K | $57.37K |
 | FSK | 11K | $163.76K |
 | ALL | 11K | $2.34M |
Caterpillar Inc.
CAT
Shares Held
13K
Value
$6.15M
Mondelez International, Inc.
MDLZ
Shares Held
13K
Value
$801.68K
Lowe's Companies, Inc.
LOW
Shares Held
13K
Value
$3.20M
BlackRock TCP Capital Corp.
TCPC
Shares Held
13K
Value
$78.47K
The Walt Disney Company
DIS
Shares Held
13K
Value
$1.44M
The Goldman Sachs Group, Inc.
GS
Shares Held
12K
Value
$9.93M
UBS Group AG
UBS
Shares Held
12K
Value
$505.91K
Veralto Corporation
VLTO
Shares Held
12K
Value
$1.31M
Sportradar Group AG
SRAD
Shares Held
12K
Value
$330.12K
Cardinal Health, Inc.
CAH
Shares Held
12K
Value
$1.92M
International Business Machines Corporation
IBM
Shares Held
12K
Value
$3.44M
The Southern Company
SO
Shares Held
12K
Value
$1.15M
ONEOK, Inc.
OKE
Shares Held
12K
Value
$863.04K
Valero Energy Corporation
VLO
Shares Held
12K
Value
$1.99M
AbbVie Inc.
ABBV
Shares Held
11K
Value
$2.58M
KKR & Co. Inc.
KKR
Shares Held
11K
Value
$1.45M
MicroStrategy Incorporated
MSTR
Shares Held
11K
Value
$3.56M
Repay Holdings Corporation
RPAY
Shares Held
11K
Value
$57.37K
FS KKR Capital Corp.
FSK
Shares Held
11K
Value
$163.76K
The Allstate Corporation
ALL
Shares Held
11K
Value
$2.34M