Spire Wealth Management
Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, JPST, VGSH, AAPL, SHV, and represent 16.03% of Spire Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND (+$8.9M), IWB (+$7.0M), SPY (+$5.4M), JPST (+$5.2M), GIS (+$5.1M), A, DE, VGSH, ANET, CSGP.
- Started 285 new stock positions in AVT, LANC, HLIT, ZROZ, ETSY, NWE, VIAV, PFFA, FLJP, MUSA.
- Reduced shares in these 10 stocks: KO (-$5.2M), EXC (-$5.1M), OPPX, LMT, CSL, ZTS, Ishares Tr ibonds dec 22, IJH, GOVT, GOOGL.
- Sold out of its positions in ABM, POWW, ANGI, ARKQ, ABOS, AADR, AFBI, Alleghany Corporation, UHAL, AVD.
- Spire Wealth Management was a net buyer of stock by $53M.
- Spire Wealth Management has $1.8B in assets under management (AUM), dropping by 7.95%.
- Central Index Key (CIK): 0001858740
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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.
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- Download the Spire Wealth Management December 2022 csv data
| 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
- 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
- Spire Wealth Management 2021 Q3 filed Oct. 22, 2021
- Spire Wealth Management 2021 Q2 filed July 26, 2021
- Spire Wealth Management 2021 Q1 restated filed May 21, 2021
- Spire Wealth Management 2021 Q1 filed May 7, 2021