SWM
ORC

Spire Wealth Management’s Orchid Island Capital ORC Stock Holding History

Spire Wealth Management’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$697 Hold
100
– – ﹤0.01% 2186
2026
Q1 		$703 Buy
+100
New +$754 ﹤0.01% 2196
2025
Q2 		– Sell
-500
Closed -$3.76K – 2505
2025
Q1 		$3.76K Buy
+500
New +$4.11K ﹤0.01% 2139

Other funds holding ORC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return