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Spire Wealth Management’s Red Violet RDVT Stock Holding History

Spire Wealth Management’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15K Buy
+18
New +$852 ﹤0.01% 2115
2025
Q4 		– Sell
-58
Closed -$3.03K – 2447
2025
Q3 		$3.03K Sell
58
-62
-52% -$2.94K ﹤0.01% 2069
2025
Q2 		$5.9K Sell
120
-86
-42% -$3.75K ﹤0.01% 1895
2025
Q1 		$7.74K Sell
206
-489
-70% -$18.4K ﹤0.01% 1920
2024
Q4 		$25.2K Sell
695
-125
-15% -$4.16K ﹤0.01% 1541
2024
Q3 		$23.3K Sell
820
-319
-28% -$8.65K ﹤0.01% 1395
2024
Q2 		$28.9K Buy
+1,139
New +$23K ﹤0.01% 1301

Other funds holding RDVT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management's RDVT Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Red Violet (RDVT) in Q2 2026: 18 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #2115 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in RDVT as recently as Q3 2025.

Spire Wealth Management first reported a position in RDVT in Q2 2024 and has held it in 7 quarters since. The position peaked at $28.9K in Q2 2024. 14 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

  • Spire Wealth Management held 18 shares of Red Violet worth $1.15K as of Q2 2026.
  • Red Violet was a new Spire Wealth Management position in Q2 2026.
  • Red Violet made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2115 holding.
  • Spire Wealth Management first reported a position in Red Violet in Q2 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Red Violet position peaked at $28.9K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.