SWM
HFWA icon

Spire Wealth Management’s Heritage Financial HFWA Stock Holding History

Spire Wealth Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13K Hold
38
– – ﹤0.01% 2119
2026
Q1 		$988 Hold
38
– – ﹤0.01% 2152
2025
Q4 		$899 Hold
38
– – ﹤0.01% 2210
2025
Q3 		$919 Sell
38
-20
-34% -$485 ﹤0.01% 2286
2025
Q2 		$1.38K Sell
58
-13
-18% -$299 ﹤0.01% 2235
2025
Q1 		$1.73K Sell
71
-16
-18% -$390 ﹤0.01% 2302
2024
Q4 		$2.13K Hold
87
– – ﹤0.01% 2242
2024
Q3 		$1.89K Buy
87
+16
+23% +$341 ﹤0.01% 2012
2024
Q2 		$1.28K Sell
71
-19
-21% -$341 ﹤0.01% 2082
2024
Q1 		$1.75K Buy
90
+44
+96% +$847 ﹤0.01% 2124
2023
Q4 		$943 Sell
46
-5
-10% -$91 ﹤0.01% 2278
2023
Q3 		$832 Buy
+51
New +$890 ﹤0.01% 2283

Other funds holding HFWA

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return