Spire Wealth Management
Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, EFA, JPST, MSFT, and represent 17.74% of Spire Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$14M), SECT (+$9.9M), XLF (+$9.8M), IVV (+$9.2M), MSFT (+$8.2M), VGT (+$7.6M), VB (+$7.4M), XLI (+$7.0M), VCR (+$6.8M), RMD (+$5.9M).
- Started 155 new stock positions in WTAI, EPAM, KAMN, ALGM, UHS, PRCT, KWEB, LEG, MNDY, SPBO.
- Reduced shares in these 10 stocks: SHV (-$54M), BIL (-$36M), GBIL (-$26M), Exchange Listed Fds Tr (-$19M), USMV (-$14M), PWB (-$6.0M), XLP (-$5.6M), ABBV, VEEV, UNP.
- Sold out of its positions in Activision Blizzard, AYI, AEHR, DWSH, ADN, Aegon, ATI, ALSN, BATT, AROC.
- Spire Wealth Management was a net buyer of stock by $25M.
- Spire Wealth Management has $3.0B in assets under management (AUM), dropping by 15.15%.
- Central Index Key (CIK): 0001858740
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Spire Wealth Management holds 2357 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Spire Wealth Management has 2357 total positions. Only the first 250 positions are shown.
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- Download the Spire Wealth Management December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 4.6 | $141M | +6% | 290k | 484.68 |
|
Apple (AAPL) | 3.9 | $119M | 622k | 191.56 |
|
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Ishares Tr Msci Eafe Etf (EFA) | 3.9 | $117M | 158k | 739.35 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.7 | $80M | -4% | 1.6M | 50.38 |
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Microsoft Corporation (MSFT) | 2.6 | $80M | +11% | 201k | 398.67 |
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Vanguard World Fds Inf Tech Etf (VGT) | 2.4 | $72M | +11% | 144k | 499.70 |
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Amazon (AMZN) | 1.9 | $58M | +3% | 372k | 155.34 |
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NVIDIA Corporation (NVDA) | 1.7 | $51M | +6% | 86k | 594.91 |
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Spdr S P 500 Etf Tr Tr Unit (SPY) | 1.4 | $42M | -7% | 87k | 482.43 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $39M | +8% | 264k | 146.38 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $34M | -4% | 349k | 98.02 |
|
Select Sector Spdr Tr Financial (XLF) | 1.1 | $32M | +43% | 851k | 37.93 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $31M | -7% | 220k | 139.46 |
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.0 | $30M | -4% | 678k | 43.99 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $28M | -10% | 102k | 273.18 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $27M | -3% | 590k | 45.45 |
|
Invesco Actively Managed Etf Total Return (GTO) | 0.9 | $27M | -3% | 568k | 46.75 |
|
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.9 | $26M | -3% | 785k | 33.65 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $26M | -5% | 453k | 58.30 |
|
Meta Platforms Cl A (META) | 0.9 | $26M | +13% | 68k | 383.45 |
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Select Sector Spdr Tr Technology (XLK) | 0.9 | $26M | +110% | 130k | 200.17 |
|
Mastercard Incorporated Cl A (MA) | 0.8 | $25M | +9% | 58k | 436.78 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $25M | -3% | 145k | 172.87 |
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Costco Wholesale Corporation (COST) | 0.8 | $24M | +14% | 35k | 694.96 |
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Select Sector Spdr Tr Communication (XLC) | 0.8 | $24M | +23% | 314k | 74.83 |
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Vanguard World Fds Consum Dis Etf (VCR) | 0.8 | $23M | +41% | 77k | 298.17 |
|
Visa Com Cl A (V) | 0.7 | $22M | +3% | 82k | 270.90 |
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Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.7 | $21M | +49% | 189k | 112.45 |
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Ishares Core Msci Emkt (IEMG) | 0.7 | $21M | 433k | 48.40 |
|
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Eli Lilly & Co. (LLY) | 0.6 | $20M | +7% | 31k | 628.58 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.6 | $19M | 390k | 49.65 |
|
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JPMorgan Chase & Co. (JPM) | 0.6 | $18M | +6% | 106k | 170.31 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $18M | 258k | 68.89 |
|
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Vanguard Index Fds Value Etf (VTV) | 0.6 | $18M | -3% | 119k | 149.20 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $17M | +5% | 117k | 147.97 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $17M | +5% | 155k | 107.30 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $16M | 52k | 312.23 |
|
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $16M | +9% | 44k | 366.99 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $16M | +15% | 282k | 55.46 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $16M | +8% | 201k | 77.60 |
|
Ishares Tr Core Total Usd (IUSB) | 0.5 | $15M | -2% | 334k | 45.54 |
|
Ishares Tr TRS FLT RT BD (TFLO) | 0.5 | $15M | +21% | 295k | 50.62 |
|
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.5 | $15M | +21% | 156k | 95.34 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $15M | +34% | 33k | 443.29 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $14M | -4% | 162k | 87.49 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $14M | +4% | 94k | 150.81 |
|
First Tr Value Line Divid In SHS (FVD) | 0.5 | $14M | +5% | 343k | 40.25 |
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.4 | $13M | 248k | 52.40 |
|
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Home Depot (HD) | 0.4 | $13M | -23% | 35k | 362.41 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $13M | 30k | 421.18 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $12M | -12% | 114k | 104.34 |
|
Marriott Intl Cl A (MAR) | 0.4 | $12M | 51k | 233.67 |
|
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Exxon Mobil Corporation (XOM) | 0.4 | $12M | +2% | 121k | 96.95 |
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Tesla Motors (TSLA) | 0.4 | $12M | 54k | 212.19 |
|
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salesforce (CRM) | 0.4 | $11M | +9% | 41k | 280.88 |
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Ishares Tr Tips Bd Etf (TIP) | 0.4 | $11M | -18% | 103k | 107.02 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $11M | +2% | 85k | 128.03 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $11M | +30% | 147k | 72.67 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $10M | -35% | 144k | 72.05 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $10M | +29% | 38k | 265.50 |
|
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.3 | $10M | +14781% | 213k | 46.83 |
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Ishares Tr Barclays 7 10 Yr (IEF) | 0.3 | $9.9M | -2% | 105k | 94.94 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $9.7M | 210k | 46.37 |
|
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Select Sector Spdr Tr Energy (XLE) | 0.3 | $9.5M | -20% | 118k | 80.17 |
|
Arista Networks (ANET) | 0.3 | $9.5M | +17% | 36k | 263.51 |
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Palo Alto Networks (PANW) | 0.3 | $9.3M | +6% | 28k | 337.74 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.3 | $9.1M | -3% | 178k | 51.03 |
|
Pepsi (PEP) | 0.3 | $9.0M | +7% | 55k | 165.78 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $9.0M | +476% | 43k | 207.71 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $9.0M | 178k | 50.51 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $9.0M | +26% | 21k | 435.01 |
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Servicenow (NOW) | 0.3 | $8.6M | +15% | 12k | 749.11 |
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Kla Corp Com New (KLAC) | 0.3 | $8.5M | +21% | 14k | 613.00 |
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Uber Technologies (UBER) | 0.3 | $8.5M | +143% | 130k | 65.11 |
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Cadence Design Systems (CDNS) | 0.3 | $8.3M | +15% | 28k | 292.14 |
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Danaher Corporation (DHR) | 0.3 | $8.2M | +39% | 36k | 231.05 |
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Coca-Cola Company (KO) | 0.3 | $8.2M | +9% | 138k | 59.83 |
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S&p Global (SPGI) | 0.3 | $8.2M | +15% | 19k | 441.95 |
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Nextera Energy (NEE) | 0.3 | $8.1M | +10% | 142k | 57.26 |
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Fair Isaac Corporation (FICO) | 0.3 | $7.9M | +18% | 6.3k | 1260.21 |
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Fiserv (FI) | 0.3 | $7.8M | +12% | 56k | 139.02 |
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McKesson Corporation (MCK) | 0.3 | $7.8M | +30% | 16k | 484.59 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $7.5M | 131k | 57.70 |
|
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Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $7.5M | +365% | 26k | 290.53 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $7.4M | +5% | 96k | 76.59 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $7.3M | +16% | 42k | 174.89 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $7.3M | +9% | 77k | 94.20 |
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General Mills (GIS) | 0.2 | $7.0M | +374% | 111k | 63.15 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $7.0M | +10% | 41k | 171.98 |
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IDEXX Laboratories (IDXX) | 0.2 | $7.0M | +46% | 13k | 523.81 |
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O'reilly Automotive (ORLY) | 0.2 | $7.0M | +21% | 6.8k | 1028.07 |
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Quanta Services (PWR) | 0.2 | $7.0M | +32% | 34k | 202.43 |
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W.W. Grainger (GWW) | 0.2 | $6.8M | -36% | 7.8k | 863.95 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $6.7M | +500% | 12.00 | 556710.00 |
|
Cintas Corporation (CTAS) | 0.2 | $6.6M | +19% | 11k | 599.03 |
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Paccar (PCAR) | 0.2 | $6.6M | +18% | 69k | 96.26 |
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Equinix (EQIX) | 0.2 | $6.5M | +15% | 8.1k | 802.70 |
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Agilent Technologies Inc C ommon (A) | 0.2 | $6.4M | +43% | 49k | 131.22 |
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Automatic Data Processing (ADP) | 0.2 | $6.4M | +650% | 27k | 238.24 |
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Merck & Co (MRK) | 0.2 | $6.3M | +4% | 53k | 118.89 |
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Broadcom (AVGO) | 0.2 | $6.3M | 5.2k | 1211.26 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $6.2M | +8% | 156k | 39.63 |
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Wal-Mart Stores (WMT) | 0.2 | $6.0M | +17% | 37k | 162.38 |
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Edwards Lifesciences (EW) | 0.2 | $6.0M | +40% | 81k | 74.31 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $6.0M | +18% | 25k | 239.54 |
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Sherwin-Williams Company (SHW) | 0.2 | $6.0M | +15% | 20k | 304.03 |
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ResMed (RMD) | 0.2 | $5.9M | +30396% | 35k | 172.54 |
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Copart (CPRT) | 0.2 | $5.9M | +17% | 121k | 48.70 |
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Dover Corporation (DOV) | 0.2 | $5.8M | +37% | 39k | 148.09 |
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Mettler-Toledo International (MTD) | 0.2 | $5.8M | +46% | 4.9k | 1200.00 |
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Johnson & Johnson (JNJ) | 0.2 | $5.8M | -13% | 36k | 161.68 |
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Builders FirstSource (BLDR) | 0.2 | $5.8M | +1587% | 34k | 172.51 |
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Darden Restaurants (DRI) | 0.2 | $5.8M | +32% | 36k | 159.24 |
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McDonald's Corporation (MCD) | 0.2 | $5.7M | +3% | 19k | 300.53 |
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Old Dominion Freight Line (ODFL) | 0.2 | $5.7M | +52% | 15k | 387.24 |
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Kinsale Cap Group (KNSL) | 0.2 | $5.7M | -2% | 14k | 398.75 |
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Colgate-Palmolive Company (CL) | 0.2 | $5.7M | +15% | 71k | 80.38 |
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Gra (GGG) | 0.2 | $5.7M | +31% | 67k | 85.00 |
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AGCO Corporation (AGCO) | 0.2 | $5.6M | +6533% | 48k | 117.66 |
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CSX Corporation (CSX) | 0.2 | $5.6M | +18% | 162k | 34.55 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $5.6M | 67k | 83.99 |
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Cisco Systems (CSCO) | 0.2 | $5.6M | +228% | 109k | 51.27 |
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Sealed Air (SEE) | 0.2 | $5.6M | +46% | 158k | 35.21 |
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Analog Devices (ADI) | 0.2 | $5.6M | +16% | 29k | 194.77 |
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Tractor Supply Company (TSCO) | 0.2 | $5.5M | +21% | 24k | 231.03 |
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Keysight Technologies (KEYS) | 0.2 | $5.5M | +18% | 36k | 153.63 |
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Schlumberger Com Stk (SLB) | 0.2 | $5.5M | +3% | 111k | 49.64 |
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FactSet Research Systems (FDS) | 0.2 | $5.4M | +18% | 12k | 463.45 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $5.4M | 108k | 50.45 |
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IDEX Corporation (IEX) | 0.2 | $5.3M | +43% | 25k | 207.04 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.2M | +8% | 16k | 319.98 |
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Ishares Tr Mbs Etf (MBB) | 0.2 | $5.2M | +9% | 56k | 92.69 |
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Leuthold Fds Core Etf (LCR) | 0.2 | $5.2M | NEW | 160k | 32.22 |
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Two Rds Shared Tr Leasershs Alphaf (LSAT) | 0.2 | $5.2M | NEW | 150k | 34.32 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $5.1M | +4% | 61k | 83.78 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $5.1M | -27% | 84k | 60.98 |
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Floor Decor Hldgs Cl A (FND) | 0.2 | $5.1M | +18% | 47k | 107.36 |
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Atkore Intl (ATKR) | 0.2 | $5.1M | +15% | 33k | 153.02 |
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Netflix (NFLX) | 0.2 | $5.1M | +24% | 11k | 482.96 |
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Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $5.0M | 76k | 66.69 |
|
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $5.0M | -5% | 62k | 82.03 |
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Abbvie (ABBV) | 0.2 | $5.0M | -48% | 30k | 164.77 |
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CF Industries Holdings (CF) | 0.2 | $4.9M | +16% | 66k | 74.99 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $4.9M | -73% | 62k | 79.38 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $4.9M | -3% | 73k | 67.19 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $4.9M | -43% | 7.9k | 611.51 |
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Te Connectivity SHS (TEL) | 0.2 | $4.8M | +17% | 37k | 132.54 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.8M | -7% | 57k | 85.40 |
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Zoetis Cl A (ZTS) | 0.2 | $4.8M | 26k | 188.38 |
|
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $4.8M | -9% | 51k | 94.09 |
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Lockheed Martin Corporation (LMT) | 0.2 | $4.7M | -3% | 10k | 457.78 |
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Chevron Corporation (CVX) | 0.2 | $4.6M | +8% | 32k | 142.24 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $4.6M | +12% | 118k | 38.70 |
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Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $4.5M | +14% | 7.5k | 601.23 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.5M | 32k | 142.15 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $4.4M | +9% | 58k | 77.25 |
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Halliburton Company (HAL) | 0.1 | $4.4M | +12% | 129k | 33.97 |
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Paycom Software (PAYC) | 0.1 | $4.4M | +582% | 23k | 193.59 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.4M | -5% | 57k | 76.85 |
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Walt Disney Company (DIS) | 0.1 | $4.3M | -6% | 46k | 93.06 |
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Starbucks Corporation (SBUX) | 0.1 | $4.3M | +16% | 45k | 93.86 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.3M | -12% | 27k | 155.82 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.2M | +3% | 12k | 363.89 |
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ON Semiconductor (ON) | 0.1 | $4.2M | +9% | 57k | 73.87 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $4.2M | -25% | 44k | 95.20 |
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Bio-techne Corporation (TECH) | 0.1 | $4.2M | +38075% | 59k | 70.32 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $4.1M | 40k | 104.74 |
|
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $4.1M | +22% | 195k | 21.17 |
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First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $4.1M | -3% | 81k | 50.64 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $4.1M | -92% | 37k | 110.42 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.0M | +2% | 24k | 163.78 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $4.0M | 48k | 81.71 |
|
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $3.9M | +3% | 118k | 33.24 |
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Caterpillar (CAT) | 0.1 | $3.9M | +8% | 14k | 285.27 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $3.9M | +3% | 21k | 187.18 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.7M | 20k | 192.43 |
|
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Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $3.7M | 118k | 31.70 |
|
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Tetra Tech (TTEK) | 0.1 | $3.7M | +1054% | 23k | 163.62 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $3.7M | -90% | 40k | 91.66 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.7M | 31k | 119.08 |
|
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Eaton Corp SHS (ETN) | 0.1 | $3.6M | +66% | 15k | 244.59 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $3.5M | 105k | 33.42 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $3.5M | -18% | 35k | 100.19 |
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Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.1 | $3.3M | -2% | 67k | 49.31 |
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Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $3.3M | -2% | 129k | 25.20 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.2M | 19k | 175.35 |
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Home Ban (HBCP) | 0.1 | $3.2M | 79k | 40.27 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.2M | -4% | 58k | 54.08 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.1M | 41k | 76.50 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.1M | +2226% | 66k | 47.54 |
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Abbott Laboratories (ABT) | 0.1 | $3.0M | -11% | 26k | 114.69 |
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Verizon Communications (VZ) | 0.1 | $2.9M | 75k | 39.33 |
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First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $2.9M | -3% | 22k | 131.00 |
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Applied Materials (AMAT) | 0.1 | $2.9M | +22% | 17k | 167.94 |
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Chipotle Mexican Grill (CMG) | 0.1 | $2.8M | 1.2k | 2334.60 |
|
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Boeing Company (BA) | 0.1 | $2.8M | -17% | 13k | 215.01 |
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International Business Machines (IBM) | 0.1 | $2.7M | 16k | 171.48 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.7M | -40% | 7.1k | 378.62 |
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Pfizer (PFE) | 0.1 | $2.7M | -4% | 94k | 28.28 |
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Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.6M | +139% | 11k | 228.89 |
|
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.5M | -7% | 67k | 36.77 |
|
Lowe's Companies (LOW) | 0.1 | $2.5M | +8% | 11k | 220.02 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.5M | +43% | 23k | 108.99 |
|
First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $2.4M | 76k | 31.90 |
|
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $2.4M | -16% | 107k | 22.74 |
|
Bank of America Corporation (BAC) | 0.1 | $2.4M | -6% | 75k | 32.22 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.4M | -10% | 23k | 102.46 |
|
Lululemon Athletica (LULU) | 0.1 | $2.4M | +11% | 4.9k | 484.02 |
|
Vista Oil Gas Sab De Cv Sponsored Ads (VIST) | 0.1 | $2.4M | -14% | 76k | 31.56 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.1 | $2.4M | 65k | 36.53 |
|
|
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $2.4M | -71% | 29k | 80.87 |
|
Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $2.4M | +394% | 150k | 15.72 |
|
Amgen (AMGN) | 0.1 | $2.4M | +16% | 7.7k | 307.79 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.4M | -46% | 13k | 187.93 |
|
Omega Healthcare Investors (OHI) | 0.1 | $2.3M | -6% | 78k | 29.68 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.3M | +56% | 14k | 160.31 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.3M | 73k | 31.49 |
|
|
Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $2.3M | +6% | 98k | 23.37 |
|
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $2.3M | +59% | 13k | 181.34 |
|
Intel Corporation (INTC) | 0.1 | $2.2M | +15% | 47k | 48.15 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $2.2M | +9% | 51k | 43.35 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.2M | -4% | 18k | 123.54 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.2M | -22% | 40k | 54.73 |
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $2.2M | +363% | 284k | 7.60 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.2M | +10% | 29k | 75.53 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.1M | -8% | 27k | 79.04 |
|
Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $2.1M | +15% | 86k | 24.93 |
|
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $2.1M | 24k | 88.22 |
|
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $2.1M | +10% | 26k | 82.23 |
|
Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $2.1M | +25% | 21k | 102.41 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.1M | +24% | 20k | 106.22 |
|
United Rentals (URI) | 0.1 | $2.1M | +336% | 3.6k | 572.03 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.1M | +11% | 37k | 56.76 |
|
Jabil Circuit (JBL) | 0.1 | $2.1M | -5% | 17k | 124.59 |
|
Strategy Ns 7handl Idx (HNDL) | 0.1 | $2.1M | 101k | 20.52 |
|
|
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) | 0.1 | $2.1M | +72% | 56k | 36.90 |
|
BlackRock (BLK) | 0.1 | $2.0M | -2% | 2.5k | 805.51 |
|
Oracle Corporation (ORCL) | 0.1 | $2.0M | +7% | 19k | 109.67 |
|
Goldman Sachs (GS) | 0.1 | $2.0M | 5.3k | 382.20 |
|
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.0M | -3% | 19k | 106.30 |
|
First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $2.0M | -2% | 22k | 89.45 |
|
Intuitive Surgical Com New (ISRG) | 0.1 | $2.0M | NEW | 5.3k | 374.83 |
|
Shopify Cl A (SHOP) | 0.1 | $2.0M | -11% | 25k | 80.01 |
|
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $2.0M | 19k | 103.07 |
|
|
Philip Morris International (PM) | 0.1 | $2.0M | 21k | 92.32 |
|
|
Fs Kkr Capital Corp (FSK) | 0.1 | $1.9M | -10% | 94k | 20.59 |
|
ConocoPhillips (COP) | 0.1 | $1.9M | 18k | 107.87 |
|
|
Ready Cap Corp Com reit (RC) | 0.1 | $1.9M | -10% | 197k | 9.84 |
|
Intuit (INTU) | 0.1 | $1.9M | +25% | 3.1k | 622.26 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.9M | -5% | 49k | 38.39 |
|
Past Filings by Spire Wealth Management
SEC 13F filings are viewable for Spire Wealth Management going back to 2021
- Spire Wealth Management 2023 Q4 filed Feb. 6, 2024
- Spire Wealth Management 2023 Q3 filed Nov. 8, 2023
- Spire Wealth Management 2023 Q2 filed Aug. 9, 2023
- Spire Wealth Management 2023 Q1 filed May 9, 2023
- Spire Wealth Management 2022 Q4 filed Feb. 3, 2023
- Spire Wealth Management 2022 Q3 filed Nov. 7, 2022
- Spire Wealth Management 2022 Q2 filed July 22, 2022
- Spire Wealth Management 2022 Q1 filed April 18, 2022
- Spire Wealth Management 2021 Q4 filed Jan. 14, 2022
- 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