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 2440 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Spire Wealth Management has 2440 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 $143M +8% 243k 588.68
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Apple (AAPL) 4.3 $140M +5% 558k 250.42
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.4 $111M +8% 2.2M 50.37
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NVIDIA Corporation (NVDA) 3.0 $97M -2% 725k 134.29
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Amazon (AMZN) 2.5 $82M +5% 374k 219.39
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Vanguard World Inf Tech Etf (VGT) 2.4 $79M +3% 127k 621.80
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Microsoft Corporation (MSFT) 2.3 $73M 173k 421.50
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Spdr S P 500 Etf Tr Tr Unit (SPY) 1.7 $53M +4% 91k 586.08
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Alphabet Cap Stk Cl A (GOOGL) 1.5 $50M 261k 189.30
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Meta Platforms Cl A (META) 1.3 $43M +10% 74k 585.51
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $40M +3% 682k 58.18
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Select Sector Spdr Tr Financial (XLF) 1.1 $37M +4% 758k 48.33
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Ishares Tr Core Us Aggbd Et (AGG) 1.0 $32M 334k 96.90
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Costco Wholesale Corporation (COST) 1.0 $32M 34k 916.28
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Ishares Tr S&p 500 Val Etf (IVE) 1.0 $31M +2% 163k 190.88
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Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $29M +52% 208k 139.35
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.9 $28M 641k 42.97
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $26M 577k 44.87
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $26M 185k 137.57
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Invesco Actively Managed Exc Total Return (GTO) 0.8 $25M 548k 46.40
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Eli Lilly & Co. (LLY) 0.8 $25M 33k 772.00
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.8 $25M 759k 33.33
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Vanguard World Consum Dis Etf (VCR) 0.8 $25M +3% 67k 375.38
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Select Sector Spdr Tr Communication (XLC) 0.8 $25M 260k 96.81
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Mastercard Incorporated Cl A (MA) 0.8 $25M -3% 48k 526.58
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JPMorgan Chase & Co. (JPM) 0.7 $23M 95k 239.71
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Select Sector Spdr Tr Indl (XLI) 0.7 $22M +4% 170k 131.76
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $22M +18% 310k 70.28
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $21M +3% 204k 101.53
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $21M 52k 401.58
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Vanguard Index Fds Value Etf (VTV) 0.6 $20M 120k 169.30
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Proshares Tr Ultrpro Dow30 (UDOW) 0.6 $20M NEW 209k 94.55
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Netflix (NFLX) 0.6 $20M +8% 22k 891.34
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Alphabet Cap Stk Cl C (GOOG) 0.6 $19M +8% 100k 190.44
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Visa Com Cl A (V) 0.6 $18M +4% 58k 316.04
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Ishares Core Msci Emkt (IEMG) 0.6 $18M -13% 343k 52.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $17M -6% 32k 538.81
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $17M +5% 33k 511.23
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Broadcom (AVGO) 0.5 $17M +17% 72k 231.84
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $16M -6% 36k 453.28
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $16M -19% 308k 52.16
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UnitedHealth (UNH) 0.5 $16M NEW 31k 505.86
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Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $15M 242k 63.75
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Wal-Mart Stores (WMT) 0.5 $15M +6% 169k 90.35
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Arista Networks Com Shs 0.5 $15M NEW 136k 110.53
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Home Depot (HD) 0.5 $15M +15% 38k 388.99
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $15M -49% 238k 62.31
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Select Sector Spdr Tr Technology (XLK) 0.4 $14M -51% 59k 232.52
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Exxon Mobil Corporation (XOM) 0.4 $14M 127k 107.57
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $13M 146k 89.04
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $13M NEW 308k 40.92
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Marriott Intl Cl A (MAR) 0.4 $13M 45k 278.94
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Tesla Motors (TSLA) 0.4 $12M +16% 31k 403.84
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $12M +3% 67k 178.08
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S&p Global (SPGI) 0.4 $12M +26% 24k 498.03
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Servicenow (NOW) 0.4 $12M +3% 11k 1060.15
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Ishares Tr Rus 1000 Etf (IWB) 0.4 $12M +18% 36k 322.16
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Palo Alto Networks (PANW) 0.4 $12M +122% 63k 181.96
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Nextera Energy (NEE) 0.4 $12M +2% 160k 71.69
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $11M +6% 123k 92.51
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Intuitive Surgical Com New (ISRG) 0.4 $11M +18% 22k 521.95
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Uber Technologies (UBER) 0.4 $11M +14% 188k 60.32
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Procter & Gamble Company (PG) 0.3 $11M NEW 67k 167.65
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $11M 147k 75.61
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.3 $11M -4% 202k 54.96
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McKesson Corporation (MCK) 0.3 $11M +11% 19k 569.90
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $11M -2% 136k 78.61
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $11M 115k 92.45
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Crowdstrike Hldgs Cl A (CRWD) 0.3 $10M 30k 342.16
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $10M -4% 199k 51.14
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $9.9M +4% 41k 240.28
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Quanta Services (PWR) 0.3 $9.9M -7% 31k 316.05
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W.W. Grainger (GWW) 0.3 $9.7M +16% 9.2k 1054.01
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $9.7M -20% 84k 115.22
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $9.4M 169k 55.66
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Select Sector Spdr Tr Energy (XLE) 0.3 $9.4M +5% 110k 85.66
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First Tr Exchange Traded First Tr Enh New (FTSM) 0.3 $9.4M NEW 157k 59.77
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Ishares Tr Tips Bd Etf (TIP) 0.3 $9.2M -2% 86k 106.55
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $9.1M +7% 38k 242.17
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Shopify Cl A (SHOP) 0.3 $9.1M +191% 85k 106.33
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $8.8M 55k 159.52
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $8.5M +184% 24k 351.79
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Fiserv (FI) 0.3 $8.5M -16% 42k 205.42
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $8.5M 130k 65.08
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Marvell Technology (MRVL) 0.3 $8.1M +378% 73k 110.45
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Linde SHS (LIN) 0.2 $7.9M NEW 19k 418.68
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Vanguard Index Fds Growth Etf (VUG) 0.2 $7.8M +4% 19k 410.45
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Fair Isaac Corporation (FICO) 0.2 $7.8M -31% 3.9k 1990.93
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Kla Corp Com New (KLAC) 0.2 $7.7M 12k 630.14
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $7.7M +188% 281k 27.32
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Chipotle Mexican Grill (CMG) 0.2 $7.5M +70% 124k 60.30
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $7.5M 19k 402.71
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Palantir Technologies Cl A (PLTR) 0.2 $7.4M +5% 97k 75.63
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Cadence Design Systems (CDNS) 0.2 $7.3M -12% 24k 300.46
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TransDigm Group Incorporated (TDG) 0.2 $7.1M 5.6k 1267.32
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O'reilly Automotive (ORLY) 0.2 $7.0M 5.9k 1185.82
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Qualcomm (QCOM) 0.2 $6.9M +229% 45k 153.62
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $6.9M +5% 120k 57.53
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Amphenol Corp Cl A (APH) 0.2 $6.8M +34% 98k 69.45
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.8M +7% 23k 289.81
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Copart (CPRT) 0.2 $6.8M 118k 57.39
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Trust For Professional Man Activepassive Us (APUE) 0.2 $6.7M NEW 188k 35.76
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Charles Schwab Corporation (SCHW) 0.2 $6.6M 90k 74.01
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $6.6M NEW 86k 76.06
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Ishares Tr Core Total Usd (IUSB) 0.2 $6.6M -5% 145k 45.20
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Kinsale Cap Group (KNSL) 0.2 $6.5M 14k 465.14
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $6.4M +2% 146k 44.04
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First Tr Exchange Traded Fst Low Oppt Eft (LMBS) 0.2 $6.3M NEW 130k 48.67
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Travelers Companies (TRV) 0.2 $6.3M +377% 26k 240.89
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $6.1M 28k 220.96
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $6.0M +9% 31k 195.83
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Chevron Corporation (CVX) 0.2 $6.0M +37% 42k 144.84
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Ishares Tr Eafe Value Etf (EFV) 0.2 $6.0M +4% 115k 52.47
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.2 $6.0M -6% 64k 93.33
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Motorola Solutions Com New (MSI) 0.2 $6.0M +1628% 13k 462.24
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $5.9M +87% 14k 425.51
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Floor Decor Hldgs Cl A (FND) 0.2 $5.8M 58k 99.70
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $5.7M 75k 75.69
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Lockheed Martin Corporation (LMT) 0.2 $5.6M +5% 12k 485.96
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $5.6M 60k 92.59
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Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.2 $5.5M -4% 138k 40.20
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Builders FirstSource (BLDR) 0.2 $5.5M -5% 38k 142.93
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $5.4M +6% 62k 87.90
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Blackstone Group Inc Com Cl A (BX) 0.2 $5.3M 31k 172.42
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $5.2M 63k 81.98
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $5.2M +4% 88k 59.14
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Leuthold Fds Core Etf (LCR) 0.2 $5.2M -3% 150k 34.34
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Old Dominion Freight Line (ODFL) 0.2 $5.0M 29k 176.40
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Axon Enterprise (AXON) 0.2 $5.0M +4094% 8.5k 594.30
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Cheniere Energy Com New (LNG) 0.2 $5.0M +1487% 23k 214.87
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salesforce (CRM) 0.1 $4.8M -22% 14k 334.33
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $4.8M 30k 161.77
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.7M +5% 27k 175.23
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Caterpillar (CAT) 0.1 $4.7M -20% 13k 362.77
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Hp (HPQ) 0.1 $4.7M +4264% 144k 32.63
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $4.5M +19% 20k 224.35
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Trane Technologies SHS (TT) 0.1 $4.5M +12% 12k 369.35
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Abbvie (ABBV) 0.1 $4.5M -5% 25k 177.70
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $4.5M NEW 55k 81.58
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Lowe's Companies (LOW) 0.1 $4.5M +13% 18k 246.79
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Merck & Co (MRK) 0.1 $4.3M -25% 44k 99.48
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $4.3M +7% 88k 48.42
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Trust For Professional Man Activepassive Cr (APCB) 0.1 $4.3M NEW 147k 28.98
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $4.2M 54k 77.27
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $4.1M +2% 102k 40.67
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Applied Materials (AMAT) 0.1 $4.0M -47% 25k 162.63
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $4.0M 22k 185.13
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $4.0M 115k 34.75
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Ishares Tr Short Treas Bd (SHV) 0.1 $3.9M +2% 36k 110.11
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $3.9M +4% 115k 34.13
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $3.9M -5% 43k 90.35
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.8M +6% 20k 197.49
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Microstrategy Cl A New (MSTR) 0.1 $3.8M -18% 13k 289.63
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.8M 36k 105.48
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.7M +5% 50k 74.73
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $3.6M +2% 102k 35.48
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Walt Disney Company (DIS) 0.1 $3.6M 33k 111.35
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Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $3.6M 35k 101.74
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Eaton Corp SHS (ETN) 0.1 $3.5M 11k 331.88
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TJX Companies (TJX) 0.1 $3.5M NEW 29k 120.81
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $3.5M +19% 164k 21.07
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $3.5M -25% 16k 215.50
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.4M 17k 198.18
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McDonald's Corporation (MCD) 0.1 $3.4M -38% 12k 289.89
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.4M 68k 50.13
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Vista Energy S A B De C V Sponsored Ads (VIST) 0.1 $3.4M 63k 54.11
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.4M 38k 88.40
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $3.4M NEW 27k 124.96
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Intuit (INTU) 0.1 $3.4M +17% 5.3k 628.53
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Johnson & Johnson (JNJ) 0.1 $3.3M -7% 23k 144.62
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Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $3.3M -13% 20k 168.70
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Starbucks Corporation (SBUX) 0.1 $3.3M +11% 36k 91.25
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $3.3M +4% 48k 68.94
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $3.3M NEW 58k 56.38
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $3.2M 63k 51.25
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Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $3.2M +2% 129k 25.14
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Adobe Systems Incorporated (ADBE) 0.1 $3.2M -60% 7.2k 444.71
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Oracle Corporation (ORCL) 0.1 $3.2M 19k 166.64
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Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $3.2M +18362% 76k 41.88
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First Tr Exchange Traded Dj Internt Idx (FDN) 0.1 $3.1M NEW 13k 243.16
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.1M 53k 58.93
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Bank of America Corporation (BAC) 0.1 $3.1M +2% 70k 43.95
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First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $3.1M -4% 21k 148.55
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $3.0M +9% 21k 145.35
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Omega Healthcare Investors (OHI) 0.1 $3.0M 79k 37.85
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Trust For Professional Man Activepassive Eq (APIE) 0.1 $3.0M NEW 107k 28.02
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $3.0M +94% 123k 24.29
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Hca Holdings (HCA) 0.1 $3.0M +22% 9.9k 300.15
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $3.0M 32k 91.43
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $2.9M +6% 82k 35.85
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Goldman Sachs (GS) 0.1 $2.9M +3% 5.1k 572.67
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.9M -27% 33k 87.33
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Pepsi (PEP) 0.1 $2.9M -30% 19k 152.06
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $2.9M 29k 100.34
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Allstate Corporation (ALL) 0.1 $2.9M +30% 15k 192.79
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $2.9M +81% 82k 35.26
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.9M 15k 189.98
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $2.9M NEW 112k 25.54
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AmerisourceBergen (COR) 0.1 $2.8M +46% 13k 224.69
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Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.1 $2.8M +95% 81k 35.09
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $2.8M +95% 66k 42.87
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Cardinal Health (CAH) 0.1 $2.8M +31% 24k 118.27
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Progressive Corporation (PGR) 0.1 $2.8M +42% 12k 239.60
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Fs Kkr Capital Corp (FSK) 0.1 $2.8M +22% 128k 21.72
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International Business Machines (IBM) 0.1 $2.7M -5% 13k 219.83
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Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.1 $2.7M NEW 90k 30.42
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.7M 4.00 680920.00
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $2.7M 67k 40.48
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.6M 23k 117.48
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Kroger (KR) 0.1 $2.6M +2482% 43k 61.15
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.6M +15% 40k 66.14
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $2.6M +33% 34k 77.04
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Abbott Laboratories (ABT) 0.1 $2.6M -3% 23k 113.11
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Sprott Physical Gold Silve Tr Unit (CEF) 0.1 $2.6M 107k 23.76
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Cisco Systems (CSCO) 0.1 $2.5M +65% 43k 59.20
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Msci (MSCI) 0.1 $2.5M +37% 4.2k 600.06
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $2.5M 102k 24.56
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $2.5M +55% 68k 37.17
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Moody's Corporation (MCO) 0.1 $2.5M +5967% 5.2k 473.39
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ResMed (RMD) 0.1 $2.5M +11% 11k 228.69
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.5M -3% 28k 88.79
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.5M +9% 10k 242.13
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $2.4M -4% 59k 41.17
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.4M +8% 42k 57.41
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $2.4M +5% 90k 26.57
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.4M 26k 90.93
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Modine Manufacturing (MOD) 0.1 $2.4M +3% 21k 115.93
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Coca-Cola Company (KO) 0.1 $2.4M -6% 38k 62.26
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $2.4M -6% 56k 41.98
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.3M -11% 9.7k 235.27
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Chubb (CB) 0.1 $2.3M +260% 8.2k 276.30
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $2.3M +5% 113k 20.14
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Paypal Holdings (PYPL) 0.1 $2.3M -2% 27k 85.35
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.2M +15% 17k 128.62
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $2.1M NEW 29k 74.02
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.1M -3% 27k 78.01
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Philip Morris International (PM) 0.1 $2.1M 17k 120.35
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Ishares Tr Cohen Steer Reit (ICF) 0.1 $2.1M 34k 60.26
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.1M 16k 132.10
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.1M 49k 41.82
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First Tr Value Line Divid In SHS (FVD) 0.1 $2.1M -3% 47k 43.64
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.0M +8% 21k 96.83
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Lululemon Athletica (LULU) 0.1 $2.0M 5.3k 382.45
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $2.0M +2% 103k 19.59
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Verizon Communications (VZ) 0.1 $2.0M -13% 50k 39.99
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Union Pacific Corporation (UNP) 0.1 $2.0M -44% 8.6k 228.04
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $2.0M 19k 104.13
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Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $1.9M NEW 81k 24.05
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Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $1.9M -11% 63k 30.84
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $1.9M 200k 9.65
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Past Filings by Spire Wealth Management

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