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 2295 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Spire Wealth Management has 2295 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) 3.7 $66M 172k 384.21
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.3 $59M +9% 1.2M 50.13
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.2 $57M +8% 978k 57.82
Apple (AAPL) 3.0 $54M +3% 412k 129.93
Ishares Tr Short Treas Bd (SHV) 2.8 $50M -2% 457k 109.92
Microsoft Corporation (MSFT) 1.9 $33M +3% 138k 239.82
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.7 $31M 335k 91.47
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $29M 300k 96.99
Amazon (AMZN) 1.6 $29M -5% 340k 84.00
Spdr S P 500 Etf Tr Tr Unit (SPY) 1.6 $28M +23% 74k 382.43
Exchange Listed Fds Tr Corbett Road Tac (OPPX) 1.5 $27M -15% 1.2M 21.65
Vanguard World Fds Inf Tech Etf (VGT) 1.5 $26M 81k 319.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $25M 72k 351.34
Visa Com Cl A (V) 1.2 $22M 106k 207.76

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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $22M -3% 217k 99.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $21M +5% 154k 135.85
Alphabet Cap Stk Cl A (GOOGL) 1.2 $21M -9% 236k 88.23
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $21M 457k 45.23
Invesco Actively Managed Etf Total Return (GTO) 1.1 $20M 437k 46.47
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.1 $20M 461k 43.92
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.1 $20M 608k 33.04
Vanguard Index Fds Value Etf (VTV) 1.0 $17M 121k 140.37
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $16M 111k 145.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $16M -13% 66k 241.89
Costco Wholesale Corporation (COST) 0.9 $15M -5% 34k 456.49
Nextera Energy (NEE) 0.8 $14M 170k 83.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $12M +4% 40k 308.91
Eli Lilly & Co. (LLY) 0.7 $12M +15% 33k 365.83
Mastercard Incorporated Cl A (MA) 0.7 $12M -2% 34k 347.73
Select Sector Spdr Tr Financial (XLF) 0.7 $12M -9% 344k 34.20
Home Depot (HD) 0.7 $12M 37k 315.86
Ishares Tr S&p 100 Etf (OEF) 0.6 $11M -4% 67k 170.59
Ishares Tr Msci Acwi Ex Us (ACWX) 0.6 $11M -5% 248k 45.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $11M 52k 214.23
Ishares Core Msci Emkt (IEMG) 0.6 $11M -5% 238k 46.70
Exxon Mobil Corporation (XOM) 0.6 $11M +10% 100k 110.29
Ishares Tr Core Msci Eafe (IEFA) 0.6 $11M 177k 61.64
First Tr Value Line Divid In SHS (FVD) 0.6 $10M +13% 260k 39.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $10M +646% 143k 71.84
Ishares Tr Rus 1000 Etf (IWB) 0.6 $10M +220% 49k 210.52
Ishares Tr Msci Eafe Etf (EFA) 0.6 $10M 155k 65.64
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $10M 141k 72.10
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $9.7M -8% 130k 74.55
Merck & Co (MRK) 0.5 $9.6M +24% 87k 110.95
Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $8.6M +4% 207k 41.61
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $8.5M 105k 81.52
Ishares Tr Tips Bd Etf (TIP) 0.5 $8.5M -7% 80k 106.44
O'reilly Automotive (ORLY) 0.5 $8.3M -3% 9.9k 844.00
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $8.2M -2% 87k 94.64
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $8.1M +2% 96k 84.59
Alphabet Cap Stk Cl C (GOOG) 0.5 $8.1M -10% 91k 88.73
Select Sector Spdr Tr Energy (XLE) 0.5 $8.1M -7% 92k 87.46
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $7.6M 80k 95.78
Wal-Mart Stores (WMT) 0.4 $7.3M 52k 141.78
Northrop Grumman Corporation (NOC) 0.4 $7.3M 13k 545.56
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $7.2M 74k 98.21
Anthem (ELV) 0.4 $7.1M -4% 14k 512.98
Vanguard World Fds Consum Dis Etf (VCR) 0.4 $7.1M -2% 32k 219.02
Marriott Intl Cl A (MAR) 0.4 $7.0M -5% 47k 148.88
Abbott Laboratories (ABT) 0.4 $7.0M +3% 63k 109.80
Select Sector Spdr Tr Technology (XLK) 0.4 $6.9M -3% 55k 124.44
Select Sector Spdr Tr Communication (XLC) 0.4 $6.8M -2% 142k 47.99
NVIDIA Corporation (NVDA) 0.4 $6.6M -13% 45k 146.13
General Mills (GIS) 0.4 $6.3M +428% 75k 83.84
McDonald's Corporation (MCD) 0.3 $6.2M -11% 23k 263.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $6.2M +62% 23k 266.30
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $6.1M -3% 21k 288.76
Progressive Corporation (PGR) 0.3 $6.1M -3% 47k 129.72
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $5.9M +12% 135k 43.95
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $5.9M +20% 78k 76.13
Ishares Tr Eafe Value Etf (EFV) 0.3 $5.8M +15% 126k 45.88
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $5.8M +11% 113k 51.15
Ishares Tr Core Total Usd (IUSB) 0.3 $5.7M -7% 128k 44.93
Metropcs Communications (TMUS) 0.3 $5.7M +34% 41k 139.99
Kla Corp Com New (KLAC) 0.3 $5.7M -4% 15k 377.03
Quanta Services (PWR) 0.3 $5.5M -3% 39k 142.50
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $5.5M 67k 81.17
Deere & Company (DE) 0.3 $5.4M +813% 13k 428.73
JPMorgan Chase & Co. (JPM) 0.3 $5.3M +21% 40k 134.10
Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.3 $5.3M -4% 88k 59.78
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $5.1M +156% 132k 38.89
American Tower Reit (AMT) 0.3 $5.0M +2% 24k 211.84
Waste Management (WM) 0.3 $5.0M 32k 156.86
Paychex (PAYX) 0.3 $5.0M 43k 115.57
Agilent Technologies Inc C ommon (A) 0.3 $5.0M +7124% 33k 149.95
4068594 Enphase Energy (ENPH) 0.3 $4.9M -2% 18k 265.39
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $4.8M +5% 69k 70.51
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $4.8M -27% 63k 75.27
Chevron Corporation (CVX) 0.3 $4.7M +46% 26k 179.50
Allstate Corporation (ALL) 0.3 $4.7M 35k 135.60
Automatic Data Processing (ADP) 0.3 $4.7M 20k 238.88
Johnson & Johnson (JNJ) 0.3 $4.6M +9% 26k 176.64
Lockheed Martin Corporation (LMT) 0.3 $4.6M -49% 9.4k 486.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $4.5M +45% 84k 54.49
Arista Networks (ANET) 0.3 $4.5M +1323% 37k 121.36
Lam Research Corporation (LRCX) 0.2 $4.3M -3% 10k 420.29
CoStar (CSGP) 0.2 $4.3M +2063% 55k 77.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $4.2M -24% 73k 58.50
Pfizer (PFE) 0.2 $4.1M +11% 80k 51.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $4.1M +162% 105k 38.98
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $4.0M +12% 45k 89.98
Williams Companies (WMB) 0.2 $4.0M 122k 32.90
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.9M -8% 26k 151.86
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $3.8M -4% 141k 27.00
Tesla Motors (TSLA) 0.2 $3.8M 31k 123.18
Abbvie (ABBV) 0.2 $3.8M +25% 23k 161.59
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $3.7M +6% 28k 135.24
SYSCO Corporation (SYY) 0.2 $3.7M -13% 48k 76.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $3.6M +15% 11k 331.38
AutoZone (AZO) 0.2 $3.6M -35% 1.5k 2466.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $3.6M +38% 48k 75.53
Xcel Energy (XEL) 0.2 $3.5M 50k 70.11
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.4M -41% 151k 22.72
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.4M 16k 213.14
Chipotle Mexican Grill (CMG) 0.2 $3.4M -12% 2.5k 1387.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.4M +56% 18k 191.17
Meta Platforms Cl A (META) 0.2 $3.3M 28k 120.34
Walt Disney Company (DIS) 0.2 $3.3M -3% 38k 86.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.3M +12% 23k 141.27
Spdr Gold Tr Gold Shs (GLD) 0.2 $3.2M -11% 19k 169.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $3.2M -27% 38k 84.80
Zoetis Cl A (ZTS) 0.2 $3.1M -54% 21k 146.57
Linde SHS (LIN) 0.2 $3.1M +1030% 9.5k 326.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $3.1M +2% 41k 75.19
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.0M 20k 151.67
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $3.0M -10% 63k 47.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.0M 36k 82.47
Boeing Company (BA) 0.2 $2.9M +10% 15k 190.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $2.9M -8% 27k 104.28
Ishares Tr Ibonds Dec 27 (IBMP) 0.2 $2.8M NEW 112k 25.08
Danaher Corporation (DHR) 0.2 $2.8M +8% 10k 265.48
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.7M +6% 41k 67.44
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.7M +34% 15k 174.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.6M +623% 16k 158.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $2.5M +7% 20k 129.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.5M -3% 51k 49.49
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.4M 29k 83.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.4M +58% 29k 84.73
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $2.4M +3% 55k 44.46
Ishares Tr U.s. Energy Etf (IYE) 0.1 $2.4M +8% 51k 46.49
Pepsi (PEP) 0.1 $2.3M +27% 13k 180.69
Palo Alto Networks (PANW) 0.1 $2.3M +34% 17k 139.53
Nike CL B (NKE) 0.1 $2.3M +4% 20k 117.01
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $2.3M +7% 75k 30.40
Coca-Cola Company (KO) 0.1 $2.2M -69% 35k 63.61
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $2.2M +16% 83k 26.49
Invesco Exchange Traded Fd T S&p500 Eql Rel (EWRE) 0.1 $2.2M -2% 71k 30.75
American Water Works (AWK) 0.1 $2.2M +36% 14k 152.38
Bank of America Corporation (BAC) 0.1 $2.1M +27% 64k 33.13
Caterpillar (CAT) 0.1 $2.1M -3% 8.9k 239.60
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $2.1M +36% 14k 145.90
Ishares Silver Tr Ishares (SLV) 0.1 $2.1M -6% 95k 22.02
Broadcom (AVGO) 0.1 $2.1M -25% 3.7k 558.99
International Business Machines (IBM) 0.1 $2.0M +13% 15k 140.92
Ishares Tr Global Finls Etf (IXG) 0.1 $2.0M +19% 29k 70.27
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.0M +4% 16k 125.12
Starbucks Corporation (SBUX) 0.1 $2.0M +15% 20k 99.21
Blackstone Group Inc Com Cl A (BX) 0.1 $2.0M +2% 27k 74.18
Ishares Tr Mbs Etf (MBB) 0.1 $2.0M +119% 22k 92.77
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $2.0M +4% 62k 31.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.9M +5% 38k 50.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.9M +32% 19k 98.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.9M +375% 37k 50.66
Omega Healthcare Investors (OHI) 0.1 $1.8M -7% 66k 27.95
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $1.8M NEW 81k 21.51
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.7M -9% 20k 86.17
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $1.7M 35k 49.22
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $1.7M -43% 11k 157.04
ConocoPhillips (COP) 0.1 $1.7M +13% 14k 118.03
Verizon Communications (VZ) 0.1 $1.7M +19% 43k 39.40
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.7M +40% 17k 99.55
Philip Morris International (PM) 0.1 $1.7M +11% 16k 101.22
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.7M +22% 24k 68.28
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M 43k 37.89
Sprott Physical Gold Silve Tr Unit (CEF) 0.1 $1.6M +20% 92k 17.93
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.6M +3551% 55k 29.70
Adobe Systems Incorporated (ADBE) 0.1 $1.6M -5% 4.8k 336.48
Proshares Tr Shrt Hgh Yield (SJB) 0.1 $1.6M +16776% 84k 19.00
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $1.6M +64% 15k 108.71
Fiserv (FISV) 0.1 $1.6M 16k 101.10
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $1.6M NEW 71k 22.21
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.6M +8043% 22k 72.22
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.6M +7% 31k 50.00
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.6M +11% 6.3k 247.98
CVS Caremark Corporation (CVS) 0.1 $1.6M +9% 17k 93.19
Raytheon Technologies Corp (RTX) 0.1 $1.6M +13% 15k 100.93
Lowe's Companies (LOW) 0.1 $1.5M +21% 7.7k 199.22
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.5M +5991% 20k 74.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.5M +10% 14k 108.24
Netflix (NFLX) 0.1 $1.5M -9% 5.1k 294.80
Goldman Sachs (GS) 0.1 $1.5M 4.4k 343.51
Amgen (AMGN) 0.1 $1.5M +15% 5.7k 262.57
Honeywell International (HON) 0.1 $1.5M +7% 6.9k 214.27
Intuitive Surgical Com New (ISRG) 0.1 $1.5M -6% 5.6k 265.27
First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $1.5M +52% 16k 91.56
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.4M +3% 19k 77.68
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $1.4M -58% 32k 43.93
Norfolk Southern (NSC) 0.1 $1.4M +87% 5.7k 246.44
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.4M -3% 61k 22.94
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.4M +33% 45k 30.53
Ishares Msci Emerg Mrkt (EEMV) 0.1 $1.3M +39% 25k 53.04
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $1.3M 28k 47.06
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $1.3M +3499% 55k 24.10
S&p Global (SPGI) 0.1 $1.3M -3% 3.9k 334.86
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M +405% 18k 74.51
Fs Kkr Capital Corp (FSK) 0.1 $1.3M +2821% 74k 17.50
BlackRock (BLK) 0.1 $1.3M +16% 1.8k 708.59
Cisco Systems (CSCO) 0.1 $1.3M +8% 27k 47.63
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $1.3M +50% 7.3k 173.28
salesforce (CRM) 0.1 $1.3M -22% 9.4k 132.62
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $1.2M 27k 45.75
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $1.2M +5% 25k 50.23
Thermo Fisher Scientific (TMO) 0.1 $1.2M -2% 2.2k 550.46
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $1.2M +408% 22k 53.43
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $1.2M 20k 59.76
Bristol Myers Squibb (BMY) 0.1 $1.2M +4% 16k 71.94
Spdr S P Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M +30% 2.6k 442.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.2M -2% 5.4k 214.48
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.2M +2% 14k 83.03
At&t (T) 0.1 $1.1M +55% 62k 18.42
Phillips Edison Common Stock (PECO) 0.1 $1.1M +4665% 36k 31.84
Activision Blizzard (ATVI) 0.1 $1.1M -7% 15k 76.54
Mondelez Intl Cl A (MDLZ) 0.1 $1.1M +9% 17k 66.67
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.1M +63% 12k 96.97
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.1M 12k 91.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.1M +350% 27k 40.89
Union Pacific Corporation (UNP) 0.1 $1.1M +17% 5.2k 207.09
Altria (MO) 0.1 $1.1M +15% 23k 45.72
First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $1.1M +128% 20k 51.49
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $1.0M -49% 17k 62.13
Consolidated Edison (ED) 0.1 $1.0M 11k 95.34
Oracle Corporation (ORCL) 0.1 $1.0M +47% 13k 81.73
Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $1.0M 44k 22.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $989k +9% 13k 77.49
Constellation Brands Cl A (STZ) 0.1 $983k 4.2k 231.68
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $976k +22% 16k 62.78
Accenture Plc Ireland Shs Class A (ACN) 0.1 $965k +44% 3.6k 266.94
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $956k -12% 18k 52.57
Uber Technologies (UBER) 0.1 $953k 39k 24.74
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.1 $937k +2425% 30k 30.92
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $937k 2.00 468500.00
Ishares Tr Core Msci Total (IXUS) 0.1 $936k -4% 16k 57.88
Vanguard World Fds Utilities Etf (VPU) 0.1 $934k 6.1k 153.44
Flex Lng SHS (FLNG) 0.1 $923k -8% 28k 32.68
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $917k 6.9k 132.80
Lululemon Athletica (LULU) 0.1 $916k 2.9k 320.28
Qualcomm (QCOM) 0.1 $912k -21% 8.3k 109.95
Vanguard Index Fds Small Cp Etf (VB) 0.1 $911k +40% 5.0k 183.48
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $911k 9.0k 100.80
Dollar General (DG) 0.1 $907k -4% 3.7k 246.33

Past Filings by Spire Wealth Management

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