Spire Wealth Management

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

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Positions held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Spire Wealth Management

Spire Wealth Management holds 2156 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Spire Wealth Management has 2156 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.4 $130M -6% 225k 576.82
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Apple (AAPL) 4.2 $124M +6% 530k 233.00
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.5 $103M +33% 2.0M 50.74
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NVIDIA Corporation (NVDA) 3.1 $91M +2% 746k 121.44
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Microsoft Corporation (MSFT) 2.5 $75M -6% 175k 430.30
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Vanguard World Fds Inf Tech Etf (VGT) 2.4 $72M -11% 123k 586.52
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Amazon (AMZN) 2.2 $66M 354k 186.33
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Spdr S P 500 Etf Tr Tr Unit (SPY) 1.7 $50M 87k 573.76
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $43M +2% 256k 165.85
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $39M +119% 661k 59.02
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Meta Platforms Cl A (META) 1.3 $38M +4% 67k 572.44
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Ishares Tr Core Us Aggbd Et (AGG) 1.2 $34M 340k 101.27
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Select Sector Spdr Tr Financial (XLF) 1.1 $33M -4% 725k 45.32
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Ishares Tr S&p 500 Val Etf (IVE) 1.1 $31M 158k 197.17
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Costco Wholesale Corporation (COST) 1.0 $30M +15% 34k 886.51
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $30M -3% 474k 62.32
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.0 $29M -2% 646k 45.24
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Eli Lilly & Co. (LLY) 1.0 $29M +4% 33k 885.95
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $28M -6% 182k 154.02
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $27M 584k 46.74
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Select Sector Spdr Tr Technology (XLK) 0.9 $27M -10% 121k 225.76
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.9 $27M 767k 34.96
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Invesco Actively Managed Etf Total Return (GTO) 0.9 $27M 554k 48.30
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Mastercard Incorporated Cl A (MA) 0.8 $24M -12% 49k 493.80
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Select Sector Spdr Tr Communication (XLC) 0.8 $23M -19% 255k 90.40
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Ishares Core Msci Emkt (IEMG) 0.8 $23M -2% 398k 57.41
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Vanguard World Fds Consum Dis Etf (VCR) 0.7 $22M -11% 65k 340.48
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.7 $22M -2% 383k 57.22
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $22M -9% 162k 135.44
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Vanguard Index Fds Value Etf (VTV) 0.7 $21M 118k 174.57
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $21M +2% 262k 78.05
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JPMorgan Chase & Co. (JPM) 0.7 $20M -4% 94k 210.86
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $19M 52k 375.38
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $19M 198k 95.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $18M +20% 34k 527.67
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Ishares Tr Core S&p Us Gwt (IUSG) 0.6 $18M -5% 137k 131.91
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $18M +12% 39k 460.26
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Alphabet Cap Stk Cl C (GOOG) 0.5 $16M -4% 93k 167.19
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $15M 32k 488.08
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Visa Com Cl A (V) 0.5 $15M -11% 56k 274.95
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Exxon Mobil Corporation (XOM) 0.5 $15M +2% 128k 117.22
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $15M -2% 241k 62.20
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Netflix (NFLX) 0.5 $14M +83% 20k 709.26
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $14M 149k 93.58
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Home Depot (HD) 0.5 $13M +7% 33k 405.20
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Nextera Energy (NEE) 0.4 $13M +21% 156k 84.53
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Wal-Mart Stores (WMT) 0.4 $13M +27% 159k 80.75
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $12M 148k 83.63
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Uber Technologies (UBER) 0.4 $12M +13% 164k 75.16
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $12M 105k 116.96
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $12M +9% 140k 83.00
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $12M +2% 65k 179.30
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Arista Networks (ANET) 0.4 $12M -7% 30k 383.82
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Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $11M 116k 98.12
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Marriott Intl Cl A (MAR) 0.4 $11M +12% 46k 248.60
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $11M 211k 53.77
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Fair Isaac Corporation (FICO) 0.4 $11M -2% 5.7k 1943.52
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $11M +3% 209k 52.86
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Broadcom (AVGO) 0.4 $11M +1063% 61k 172.50
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $11M +21% 116k 90.17
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Quanta Services (PWR) 0.3 $10M +11% 34k 298.15
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Ishares Tr Tips Bd Etf (TIP) 0.3 $9.7M 88k 110.47
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S&p Global (SPGI) 0.3 $9.7M 19k 516.62
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Palo Alto Networks (PANW) 0.3 $9.7M +13% 28k 341.80
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Adobe Systems Incorporated (ADBE) 0.3 $9.6M +24% 19k 517.79
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Applied Materials (AMAT) 0.3 $9.6M +175% 47k 202.05
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Servicenow (NOW) 0.3 $9.5M -7% 11k 894.42
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $9.5M 30k 314.39
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $9.4M -5% 40k 237.21
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Kla Corp Com New (KLAC) 0.3 $9.3M +4% 12k 774.43
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $9.3M -6% 167k 55.63
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Select Sector Spdr Tr Energy (XLE) 0.3 $9.1M -7% 104k 87.80
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Intuitive Surgical Com New (ISRG) 0.3 $9.0M +324% 18k 491.26
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Fiserv (FI) 0.3 $8.9M -3% 50k 179.65
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $8.7M -5% 19k 465.09
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $8.6M +2% 35k 245.45
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McKesson Corporation (MCK) 0.3 $8.5M +7% 17k 494.41
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Crowdstrike Hldgs Cl A (CRWD) 0.3 $8.4M +10% 30k 280.47
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $8.4M -5% 55k 151.62
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $8.4M 129k 64.86
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Cintas Corporation (CTAS) 0.3 $8.3M +256% 40k 205.88
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $8.2M +2% 97k 84.53
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W.W. Grainger (GWW) 0.3 $8.2M +4% 7.9k 1038.87
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TransDigm Group Incorporated (TDG) 0.3 $7.9M +2380% 5.5k 1427.09
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Builders FirstSource (BLDR) 0.3 $7.9M 41k 193.86
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Cadence Design Systems (CDNS) 0.3 $7.6M -9% 28k 271.03
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Floor Decor Hldgs Cl A (FND) 0.2 $7.3M -4% 59k 124.17
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Ishares Tr Core Total Usd (IUSB) 0.2 $7.2M +6% 153k 47.12
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Vanguard Index Fds Growth Etf (VUG) 0.2 $6.9M 18k 383.93
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O'reilly Automotive (ORLY) 0.2 $6.9M -2% 6.0k 1151.61
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Fortinet (FTNT) 0.2 $6.9M +9% 89k 77.55
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Tesla Motors (TSLA) 0.2 $6.8M -24% 26k 261.63
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $6.8M 143k 47.85
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $6.7M +5% 113k 59.51
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Merck & Co (MRK) 0.2 $6.7M +17% 59k 113.56
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Kinsale Cap Group (KNSL) 0.2 $6.4M -3% 14k 465.58
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Lockheed Martin Corporation (LMT) 0.2 $6.3M +21% 11k 584.55
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Ishares Tr Eafe Value Etf (EFV) 0.2 $6.3M +4% 110k 57.53
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Caterpillar (CAT) 0.2 $6.3M +38% 16k 391.12
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.2 $6.3M +2% 68k 92.46
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Copart (CPRT) 0.2 $6.2M -2% 118k 52.40
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.2M -3% 22k 283.16
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $6.0M +19% 27k 220.89
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Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.2 $6.0M 144k 41.75
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $6.0M -3% 74k 80.78
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $5.8M +3% 60k 97.42
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McDonald's Corporation (MCD) 0.2 $5.8M -46% 19k 304.50
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $5.8M 61k 95.49
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Old Dominion Freight Line (ODFL) 0.2 $5.7M -3% 29k 198.64
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Charles Schwab Corporation (SCHW) 0.2 $5.7M -2% 88k 64.81
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.6M 28k 198.06
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Leuthold Fds Core Etf (LCR) 0.2 $5.5M 155k 35.43
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $5.3M +29% 64k 83.15
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Abbvie (ABBV) 0.2 $5.3M 27k 197.48
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salesforce (CRM) 0.2 $5.1M -48% 19k 273.71
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $5.0M +4% 84k 59.21
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $5.0M -26% 22k 230.59
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $4.9M -18% 30k 167.67
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $4.8M -10% 58k 82.94
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Amphenol Corp Cl A (APH) 0.2 $4.8M +16857% 73k 65.16
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Blackstone Group Inc Com Cl A (BX) 0.2 $4.7M +5% 31k 153.13
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Pepsi (PEP) 0.2 $4.6M -48% 27k 170.05
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.6M -3% 26k 179.16
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $4.5M +74% 46k 98.10
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Steel Dynamics (STLD) 0.2 $4.5M -3% 36k 126.08
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Chevron Corporation (CVX) 0.2 $4.5M -3% 30k 147.27
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $4.4M -12% 99k 44.67
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Lowe's Companies (LOW) 0.1 $4.3M +81% 16k 270.85
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $4.2M -3% 54k 78.69
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $4.2M 45k 93.11
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Trane Technologies SHS (TT) 0.1 $4.2M +97% 11k 388.74
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Chipotle Mexican Grill (CMG) 0.1 $4.2M +20% 73k 57.62
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $4.2M -2% 22k 189.80
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $4.1M -5% 116k 35.42
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $4.1M 109k 37.56
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $4.1M +16% 82k 49.31
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Johnson & Johnson (JNJ) 0.1 $4.0M -15% 25k 162.06
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Ishares Tr Short Treas Bd (SHV) 0.1 $3.9M -27% 35k 110.63
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Union Pacific Corporation (UNP) 0.1 $3.8M -43% 16k 246.49
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $3.8M -7% 99k 38.08
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.7M -5% 35k 106.19
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Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $3.7M +24% 23k 163.95
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.7M +10% 47k 78.37
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Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $3.5M +2% 36k 98.68
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Eaton Corp SHS (ETN) 0.1 $3.5M -10% 11k 331.44
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.5M 17k 200.78
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Palantir Technologies Cl A (PLTR) 0.1 $3.4M +5% 93k 37.20
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.4M -3% 39k 88.14
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.4M 67k 51.12
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.4M +23% 52k 64.74
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $3.4M -11% 17k 200.37
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Hca Holdings (HCA) 0.1 $3.3M +239% 8.1k 406.42
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Omega Healthcare Investors (OHI) 0.1 $3.3M 80k 40.70
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Oracle Corporation (ORCL) 0.1 $3.2M -6% 19k 170.40
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Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $3.2M -4% 126k 25.45
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Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $3.2M 63k 50.60
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.2M +35% 18k 173.67
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Starbucks Corporation (SBUX) 0.1 $3.2M -26% 32k 97.49
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $3.2M +3% 7.5k 423.14
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Zoetis Cl A (ZTS) 0.1 $3.1M -52% 16k 195.38
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Walt Disney Company (DIS) 0.1 $3.1M -7% 32k 96.19
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Cigna Corp (CI) 0.1 $3.1M +131% 9.0k 346.44
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $3.1M +105% 62k 49.47
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $3.1M 45k 67.51
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $3.0M 33k 91.81
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First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $3.0M 22k 138.65
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.0M -66% 8.5k 353.46
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Coca-Cola Company (KO) 0.1 $2.9M +10% 41k 71.86
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International Business Machines (IBM) 0.1 $2.9M -3% 13k 221.08
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.9M -64% 138k 21.01
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $2.9M -3% 28k 100.69
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.8M +6% 19k 149.64
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Vista Oil Gas Sab De Cv Sponsored Ads (VIST) 0.1 $2.8M 64k 44.18
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Intuit (INTU) 0.1 $2.8M +16% 4.5k 621.04
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $2.8M 77k 36.38
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $2.8M 68k 41.19
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.8M 4.00 691180.00
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Mondelez Intl Cl A (MDLZ) 0.1 $2.8M +111% 38k 73.67
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General Mills (GIS) 0.1 $2.8M -51% 37k 73.85
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.7M 15k 181.99
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Bank of America Corporation (BAC) 0.1 $2.7M 69k 39.68
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Abbott Laboratories (ABT) 0.1 $2.7M 24k 114.01
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Microstrategy Cl A New (MSTR) 0.1 $2.7M +931% 16k 168.60
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $2.7M +3% 101k 26.83
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Danaher Corporation (DHR) 0.1 $2.7M -2% 9.7k 278.03
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.7M 22k 119.70
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Modine Manufacturing (MOD) 0.1 $2.7M 20k 132.79
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Marsh & McLennan Companies (MMC) 0.1 $2.6M +248% 12k 223.08
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Automatic Data Processing (ADP) 0.1 $2.6M -62% 9.5k 276.73
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.6M 29k 91.31
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Sprott Physical Gold Silve Tr Unit (CEF) 0.1 $2.6M 107k 24.49
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Verizon Communications (VZ) 0.1 $2.6M -10% 58k 44.91
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Deere & Company (DE) 0.1 $2.6M -60% 6.1k 417.35
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $2.5M -5% 62k 40.48
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $2.5M -8% 86k 29.06
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.5M +5% 34k 72.63
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.1 $2.5M +21% 60k 41.41
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General Dynamics Corporation (GD) 0.1 $2.5M +66% 8.1k 302.19
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.4M -5% 39k 63.00
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Goldman Sachs (GS) 0.1 $2.4M -7% 4.9k 495.06
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.4M -2% 26k 91.93
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.4M -57% 11k 220.05
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ResMed (RMD) 0.1 $2.4M -59% 9.7k 244.12
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Shopify Cl A (SHOP) 0.1 $2.3M +19% 29k 80.14
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Qualcomm (QCOM) 0.1 $2.3M +7% 14k 170.05
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.3M +3% 50k 45.86
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Novo Nordisk A S Adr (NVO) 0.1 $2.3M +17% 19k 119.07
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Ishares Tr Cohen Steer Reit (ICF) 0.1 $2.3M -2% 34k 65.91
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) 0.1 $2.3M +2% 57k 39.97
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Colgate-Palmolive Company (CL) 0.1 $2.2M +323% 22k 103.81
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.2M 9.2k 243.06
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.2M -3% 16k 142.04
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Church & Dwight (CHD) 0.1 $2.2M +24901% 21k 104.72
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.2M -27% 28k 79.42
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First Tr Value Line Divid In SHS (FVD) 0.1 $2.2M 49k 45.49
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Allstate Corporation (ALL) 0.1 $2.2M +303% 12k 189.65
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $2.2M -19% 107k 20.38
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Target Corporation (TGT) 0.1 $2.2M -59% 14k 155.86
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Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.1 $2.2M -14% 71k 30.20
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Paypal Holdings (PYPL) 0.1 $2.1M +871% 27k 78.03
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Pfizer (PFE) 0.1 $2.1M -3% 73k 28.94
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $2.1M -19% 203k 10.45
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.1M -2% 20k 107.65
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $2.1M -6% 18k 119.61
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Progressive Corporation (PGR) 0.1 $2.1M +393% 8.3k 253.77
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $2.1M 19k 111.86
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Philip Morris International (PM) 0.1 $2.1M -5% 17k 121.40
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Fs Kkr Capital Corp (FSK) 0.1 $2.1M 104k 19.73
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Hartford Financial Services (HIG) 0.1 $2.0M +483% 17k 117.61
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CSX Corporation (CSX) 0.1 $2.0M -58% 59k 34.53
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American Water Works (AWK) 0.1 $2.0M -4% 14k 146.24
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Cardinal Health (CAH) 0.1 $2.0M +739% 18k 110.52
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Agilent Technologies Inc C ommon (A) 0.1 $2.0M -58% 13k 148.48
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PPG Industries (PPG) 0.1 $2.0M +232% 15k 132.46
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.0M -7% 59k 33.23
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AmerisourceBergen (COR) 0.1 $1.9M +386% 8.6k 225.08
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Honeywell International (HON) 0.1 $1.9M +74% 9.3k 206.71
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.9M +11% 18k 108.79
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Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $1.9M +15% 33k 58.32
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.1 $1.9M -15% 51k 37.34
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $1.9M 19k 98.16
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Waste Connections (WCN) 0.1 $1.9M +114% 11k 178.83
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D.R. Horton (DHI) 0.1 $1.9M +114% 9.9k 190.77
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $1.9M +12% 25k 74.67
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.9M +4% 15k 125.62
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Southern Company (SO) 0.1 $1.9M +59% 21k 90.18
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.8M -12% 19k 96.38
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $1.8M 24k 75.76
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Spdr Ser Tr S&p Homebuild (XHB) 0.1 $1.8M +22% 15k 124.56
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Listed Fd Tr Horizon Kinetics (INFL) 0.1 $1.8M -16% 49k 37.59
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Past Filings by Spire Wealth Management

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