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Spire Wealth Management

Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, AAPL, JPST, MSFT, and represent 17.64% of Spire Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$24M), JBND (+$16M), EVTR (+$11M), AVGO (+$11M), PWR (+$10M), MAGS (+$7.8M), HOOD (+$7.6M), VOT (+$7.5M), ORCL (+$6.6M), VWO (+$6.5M).
Started 138 new stock positions in EBND, NRP, FYEE, ECC, RTX, HAUS, PBSE, IBTG, WTRG, BWXT.
Reduced shares in these 10 stocks: IUSB (-$66M), GTO (-$23M), VGSH (-$17M), IAGG (-$14M), JPST (-$13M), QQQ (-$9.9M), XLV (-$7.7M), FEZ (-$7.4M), ISRG (-$6.2M), NOW (-$6.1M).
Sold out of its positions in ASTS, PALL, AMED, AAL, ANSS, ACHR.WS, ARCT, BMI, BCS, Biovie.
Spire Wealth Management was a net seller of stock by $-52M.
Spire Wealth Management has $2.9B in assets under management (AUM), dropping by 4.77%.
Central Index Key (CIK): 0001858740

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Portfolio Holdings for Spire Wealth Management

Spire Wealth Management holds 2357 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Spire Wealth Management has 2357 total positions. Only the first 250 positions are shown.

Sign up to view all of the Spire Wealth Management Sept. 30, 2025 positions
Download the Spire Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.6	$163M	+17%	244k	669.30	View chart
NVIDIA Corporation (NVDA)	3.9	$114M	+2%	611k	186.58	View chart
Apple (AAPL)	3.3	$98M		384k	254.63	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.5	$73M	-15%	1.4M	50.73	View chart
Microsoft Corporation (MSFT)	2.4	$71M	+2%	136k	517.95	View chart
Amazon (AMZN)	2.4	$70M	+3%	319k	219.57	View chart
Vanguard World Inf Tech Etf (VGT)	2.2	$64M	-5%	86k	746.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$49M	+5%	200k	243.10	View chart
Meta Platforms Cl A (META)	1.4	$42M		57k	734.38	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	1.4	$42M	-2%	63k	666.18	View chart
Broadcom (AVGO)	1.1	$33M	+47%	101k	329.91	View chart
Select Sector Spdr Tr Financial (XLF)	1.0	$30M	-15%	564k	53.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$29M		291k	100.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$26M		297k	87.31	View chart
Costco Wholesale Corporation (COST)	0.9	$26M	+6%	28k	925.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$25M	-5%	121k	206.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$24M	+13%	40k	612.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$24M		201k	120.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$24M	+36%	85k	281.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.8	$24M	-6%	145k	164.54	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$24M		51k	468.41	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$23M		507k	46.24	View chart
JPMorgan Chase & Co. (JPM)	0.8	$23M	+9%	73k	315.43	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.8	$23M		664k	34.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$23M	+5%	93k	243.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$22M		117k	186.49	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$22M	-75%	467k	46.71	View chart
Select Sector Spdr Tr Communication (XLC)	0.7	$21M	-13%	177k	118.37	View chart
Eli Lilly & Co. (LLY)	0.7	$21M		27k	763.01	View chart
Netflix (NFLX)	0.7	$20M	+2%	17k	1198.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$20M		415k	47.55	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.7	$19M	+5%	171k	112.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$19M	-34%	32k	600.37	View chart
Mastercard Incorporated Cl A (MA)	0.6	$19M	+7%	33k	568.81	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.6	$19M	+145%	366k	51.45	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$18M		246k	72.44	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$17M	-20%	112k	154.23	View chart
Vanguard World Consum Dis Etf (VCR)	0.6	$17M	-17%	43k	396.15	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$17M	-5%	256k	65.92	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$16M	+900615%	297k	54.16	View chart
Uber Technologies (UBER)	0.5	$15M		154k	97.97	View chart
Wal-Mart Stores (WMT)	0.5	$15M	+2%	144k	103.06	View chart
Palantir Technologies Cl A (PLTR)	0.5	$15M		80k	182.42	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$15M	-4%	224k	65.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$14M	+19%	29k	490.38	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$14M		315k	44.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$14M	-8%	27k	502.75	View chart
Visa Com Cl A (V)	0.5	$14M		40k	341.38	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$13M	-37%	93k	139.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$13M	-2%	138k	93.37	View chart
Arista Networks Com Shs (ANET)	0.4	$12M	+48%	85k	145.71	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$12M	-2%	125k	95.19	View chart
Home Depot (HD)	0.4	$12M		29k	405.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$12M	+13%	33k	355.47	View chart
Shopify Cl A (SHOP)	0.4	$12M	+11%	78k	148.61	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$11M	+120%	113k	99.81	View chart
Kla Corp Com New (KLAC)	0.4	$11M	-22%	11k	1078.56	View chart
McKesson Corporation (MCK)	0.4	$11M	+19%	14k	772.56	View chart
Quanta Services (PWR)	0.4	$11M	+4855%	26k	414.42	View chart
Robinhood Mkts Com Cl A (HOOD)	0.4	$11M	+248%	74k	143.18	View chart
Marriott Intl Cl A (MAR)	0.4	$10M		40k	260.44	View chart
Palo Alto Networks (PANW)	0.3	$10M	+2%	50k	203.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$10M	-3%	51k	195.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$10M		104k	96.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$9.9M		171k	58.21	View chart
Goldman Sachs (GS)	0.3	$9.9M	+142%	13k	796.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$9.9M	-2%	51k	194.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$9.5M	+211%	176k	54.18	View chart
O'reilly Automotive (ORLY)	0.3	$9.3M	+21%	86k	107.81	View chart
Oracle Corporation (ORCL)	0.3	$9.1M	+264%	32k	281.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$9.0M	-9%	139k	65.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$9.0M		132k	68.46	View chart
Ge Vernova (GEV)	0.3	$9.0M	+224%	15k	614.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$8.7M	-3%	18k	479.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$8.4M	+807%	29k	293.79	View chart
Tesla Motors (TSLA)	0.3	$8.4M	-13%	19k	444.71	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$8.4M		123k	67.83	View chart
Adobe Systems Incorporated (ADBE)	0.3	$8.3M	+85%	24k	352.75	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$8.0M		72k	111.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$7.9M	+13%	109k	72.77	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.3	$7.8M	NEW	121k	64.86	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$7.7M		88k	87.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$7.6M		21k	365.49	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$7.3M	-9%	115k	63.02	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$7.0M	-29%	90k	78.37	View chart
Philip Morris International (PM)	0.2	$7.0M	+235%	43k	162.20	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.2	$6.9M	-16%	33k	211.90	View chart
Amphenol Corp Cl A (APH)	0.2	$6.9M	+34%	56k	123.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$6.9M		21k	328.17	View chart
Trust For Professional Man Activepassive Us (APUE)	0.2	$6.8M	+21%	167k	40.78	View chart
MercadoLibre (MELI)	0.2	$6.8M	+18%	2.9k	2337.22	View chart
Charles Schwab Corporation (SCHW)	0.2	$6.4M	+15%	67k	95.47	View chart
Axon Enterprise (AXON)	0.2	$6.4M		8.9k	717.68	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$6.4M	+664%	98k	65.00	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$6.4M	+3%	72k	89.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$6.3M	-4%	114k	55.33	View chart
Te Connectivity Ord Shs (TEL)	0.2	$6.3M	+3258%	29k	219.53	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$6.2M	+7006%	21k	297.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$6.2M	+4%	92k	67.26	View chart
Cadence Design Systems (CDNS)	0.2	$6.2M	+16%	18k	351.26	View chart
Applovin Corp Com Cl A (APP)	0.2	$6.2M	+36%	8.6k	718.52	View chart
Caterpillar (CAT)	0.2	$6.1M	+20%	13k	477.16	View chart
UnitedHealth (UNH)	0.2	$6.0M	+4%	17k	345.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.0M	-33%	105k	57.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.6M	-4%	47k	118.83	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$5.5M	+489%	50k	110.80	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$5.5M	+12%	17k	326.35	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$5.4M	-17%	182k	29.84	View chart
Constellation Energy (CEG)	0.2	$5.4M	+133%	16k	329.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$5.3M		53k	99.95	View chart
First Solar (FSLR)	0.2	$5.2M	+6795%	24k	220.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$5.2M	+20%	71k	73.46	View chart
Bwx Technologies (BWXT)	0.2	$5.2M	NEW	28k	184.37	View chart
Linde SHS (LIN)	0.2	$5.1M	+13%	11k	475.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$5.1M	+5125%	21k	246.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$5.1M	-2%	186k	27.30	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$5.1M	+2%	242k	20.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$5.1M		29k	174.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$5.0M	+2%	65k	78.09	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$5.0M		99k	50.63	View chart
Spotify Technology S A SHS (SPOT)	0.2	$5.0M	+16%	7.1k	697.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.9M		29k	170.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.9M		20k	241.96	View chart
Rocket Cos Com Cl A (RKT)	0.2	$4.9M	+52050%	250k	19.38	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$4.9M	+141%	109k	44.57	View chart
Cloudflare Cl A Com (NET)	0.2	$4.5M	+1758%	21k	214.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$4.4M	+7%	21k	215.79	View chart
Trane Technologies SHS (TT)	0.1	$4.4M	+14%	10k	421.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.4M		22k	203.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.4M	-52%	39k	112.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$4.4M	-2%	95k	46.12	View chart
Chevron Corporation (CVX)	0.1	$4.3M	+49%	28k	155.29	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$4.1M	+10%	69k	59.20	View chart
Advanced Micro Devices (AMD)	0.1	$4.1M	+54%	25k	161.79	View chart
First Tr Exchange Traded First Tr Enh New (FTSM)	0.1	$4.0M	-9%	66k	59.91	View chart
Applied Materials (AMAT)	0.1	$3.8M	-45%	19k	204.74	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.8M	+9%	14k	279.29	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.7M	+8%	88k	42.03	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$3.7M	+9%	38k	96.68	View chart
Hca Holdings (HCA)	0.1	$3.7M	+20%	8.6k	426.22	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.6M	-63%	8.0k	447.22	View chart
Microstrategy Cl A New (MSTR)	0.1	$3.6M	-6%	11k	322.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$3.5M		130k	27.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.5M	-3%	37k	96.55	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$3.5M	-24%	32k	110.49	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$3.5M	-40%	39k	89.34	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.5M		110k	31.63	View chart
International Business Machines (IBM)	0.1	$3.4M		12k	282.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.4M		41k	82.58	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.4M	+19%	25k	133.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.4M	+29%	63k	53.40	View chart
Eaton Corp SHS (ETN)	0.1	$3.4M	+2%	9.0k	374.24	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.4M		94k	35.69	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.1	$3.3M	-8%	81k	41.37	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$3.3M	+274%	85k	38.67	View chart
Sprott Physical Gold Silve Tr Unit (CEF)	0.1	$3.3M		90k	36.69	View chart
Vistra Energy (VST)	0.1	$3.3M	-4%	17k	195.92	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$3.3M	-6%	83k	39.61	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$3.2M	+2%	85k	38.02	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.1	$3.2M	+305%	102k	31.41	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBSE)	0.1	$3.2M	NEW	111k	28.94	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.2M	-16%	15k	209.26	View chart
Lowe's Companies (LOW)	0.1	$3.2M	+16%	13k	251.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$3.2M		15k	209.33	View chart
Procter & Gamble Company (PG)	0.1	$3.2M	-54%	21k	153.65	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$3.2M	+4%	25k	125.42	View chart
Omega Healthcare Investors (OHI)	0.1	$3.1M		74k	42.22	View chart
TJX Companies (TJX)	0.1	$3.0M	+7%	21k	144.54	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.0M		4.00	754200.00	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.0M		69k	43.92	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$3.0M	+39%	71k	42.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.0M	+3%	42k	71.37	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.0M	-20%	52k	57.52	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$3.0M	+7%	122k	24.45	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.1	$2.9M	+5%	82k	35.49	View chart
Intuit (INTU)	0.1	$2.9M	-55%	4.2k	682.92	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.9M	-2%	27k	106.78	View chart
Ge Aerospace Com New (GE)	0.1	$2.9M	+15%	9.5k	300.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.8M	-41%	34k	82.96	View chart
Cisco Systems (CSCO)	0.1	$2.8M	+7%	41k	68.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.8M	-3%	14k	208.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$2.8M	+4%	62k	45.60	View chart
Nextera Energy (NEE)	0.1	$2.7M	-63%	36k	75.49	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.7M		19k	141.11	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.7M	+6%	6.8k	402.40	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	-7%	15k	185.42	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$2.6M	+3%	61k	42.72	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$2.6M	-2%	104k	25.13	View chart
Abbvie (ABBV)	0.1	$2.6M	-5%	11k	231.54	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.6M		5.2k	499.17	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.6M		27k	95.89	View chart
First Tr Exchange Traded Core Investment (FTCB)	0.1	$2.6M	+13%	120k	21.31	View chart
Micron Technology (MU)	0.1	$2.5M	+201%	15k	167.32	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.5M	-7%	9.2k	271.13	View chart
Travelers Companies (TRV)	0.1	$2.5M	+31%	8.9k	279.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.5M	+22%	78k	31.91	View chart
Bank of America Corporation (BAC)	0.1	$2.5M	-6%	48k	51.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.4M	+110%	66k	36.35	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$2.4M		93k	25.48	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.3M	+6%	19k	126.64	View chart
Allstate Corporation (ALL)	0.1	$2.3M	+33%	11k	214.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.3M		47k	50.07	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$2.3M	+562%	59k	39.31	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$2.3M	-43%	72k	32.14	View chart
Pgim Rock Etf Tr Pgim Us Large Ca (PBAU)	0.1	$2.3M	NEW	78k	29.42	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$2.3M	+783%	71k	31.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$2.3M	-16%	49k	46.54	View chart
Progressive Corporation (PGR)	0.1	$2.3M	+17%	9.2k	246.96	View chart
Boston Scientific Corporation (BSX)	0.1	$2.3M	+20%	23k	97.63	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$2.2M		61k	36.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$2.2M		51k	43.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.2M	+5%	4.8k	463.75	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	+4%	7.3k	303.90	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.2M	+80%	22k	100.69	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.2M	+5%	25k	89.77	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$2.2M		34k	65.21	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.2M	+6%	35k	62.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.2M	+4%	27k	79.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.2M	-71%	24k	89.37	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.2M	+3%	7.9k	273.66	View chart
Republic Services (RSG)	0.1	$2.1M	+14%	9.4k	229.49	View chart
Boeing Company (BA)	0.1	$2.1M	+9%	9.9k	215.82	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.1M	-37%	8.9k	239.65	View chart
First Tr Exchange Traded First Tr Ta Hiyl (HYLS)	0.1	$2.1M	+5%	51k	42.05	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.1M	+8%	6.4k	332.85	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$2.1M	-17%	54k	39.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.1M		11k	189.70	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$2.1M	+29%	42k	49.66	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$2.1M	+5349%	80k	26.07	View chart
Sofi Technologies (SOFI)	0.1	$2.1M	+12%	79k	26.42	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.0M		15k	140.05	View chart
Booking Holdings (BKNG)	0.1	$2.0M	+21%	373.00	5404.64	View chart
Starbucks Corporation (SBUX)	0.1	$2.0M	-13%	24k	84.60	View chart
Aim Etf Products Trust Us Larcp B20 Mar (MARW)	0.1	$2.0M	-17%	60k	33.61	View chart
American Express Company (AXP)	0.1	$2.0M		6.0k	332.15	View chart
Listed Fd Tr Horizon Kinetics (INFL)	0.1	$2.0M		45k	44.70	View chart
Valero Energy Corporation (VLO)	0.1	$2.0M	+1026%	12k	170.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.0M	-62%	21k	95.14	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.0M	+64%	16k	121.06	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.9M	+10%	2.0k	968.00	View chart
ResMed (RMD)	0.1	$1.9M	+16%	7.0k	273.71	View chart
Cardinal Health (CAH)	0.1	$1.9M	+15%	12k	156.96	View chart
General Dynamics Corporation (GD)	0.1	$1.9M	+15%	5.6k	340.97	View chart
Citigroup Com New (C)	0.1	$1.9M	+5%	19k	101.50	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$1.9M	-9%	45k	42.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.9M	-10%	14k	137.80	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.9M	-3%	7.3k	256.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.9M	+10%	27k	68.08	View chart
Merck & Co (MRK)	0.1	$1.8M	-12%	22k	83.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$1.8M	-39%	42k	43.77	View chart

Past Filings by Spire Wealth Management

SEC 13F filings are viewable for Spire Wealth Management going back to 2021

Spire Wealth Management 2025 Q3 filed Oct. 23, 2025
Spire Wealth Management 2025 Q2 filed Aug. 4, 2025
Spire Wealth Management 2025 Q1 filed April 23, 2025
Spire Wealth Management 2024 Q4 filed Jan. 24, 2025
Spire Wealth Management 2024 Q3 filed Oct. 15, 2024
Spire Wealth Management 2024 Q2 filed July 31, 2024
Spire Wealth Management 2024 Q1 filed April 24, 2024
Spire Wealth Management 2023 Q4 filed Feb. 6, 2024
Spire Wealth Management 2023 Q3 filed Nov. 8, 2023
Spire Wealth Management 2023 Q2 filed Aug. 9, 2023
Spire Wealth Management 2023 Q1 filed May 9, 2023
Spire Wealth Management 2022 Q4 filed Feb. 3, 2023
Spire Wealth Management 2022 Q3 filed Nov. 7, 2022
Spire Wealth Management 2022 Q2 filed July 22, 2022
Spire Wealth Management 2022 Q1 filed April 18, 2022
Spire Wealth Management 2021 Q4 filed Jan. 14, 2022

View all past filings

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