Spire Wealth Management
Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, IVV, MSFT, GOOGL, and represent 12.82% of Spire Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVTR (+$15M), CVLT (+$14M), PKW (+$12M), JLL (+$12M), ABNB (+$11M), SEM (+$11M), OPPX (+$11M), CSGP (+$11M), ENTG (+$10M), TRV (+$10M).
- Started 171 new stock positions in SEM, PIRS, PRDO, RPG, IXG, MTDR, BTAI, TMST, FTXO, COMT.
- Reduced shares in these 10 stocks: JPST (-$59M), TGNA (-$45M), AAPL (-$24M), BRK.B (-$24M), SPY (-$17M), AMT (-$17M), DG (-$14M), IIPR (-$14M), NFLX (-$14M), GPN (-$14M).
- Sold out of its positions in ACCO, AMCX, AMRK, ASGN, LIFE, ABEO, PALL, ABMD, AKR, ACRX.
- Spire Wealth Management was a net seller of stock by $-421M.
- Spire Wealth Management has $3.7B in assets under management (AUM), dropping by -1.69%.
- Central Index Key (CIK): 0001858740
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Portfolio Holdings for Spire Wealth Management
Companies in the Spire Wealth Management portfolio as of the June 2021 quarterly 13F filing
Spire Wealth Management has 2561 total positions. Only the first 250 positions are shown.
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- Download the Spire Wealth Management June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.6 | $133M | -15% | 968k | 136.96 | |
| Amazon (AMZN) | 3.0 | $111M | -8% | 32k | 3443.81 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $108M | -2% | 251k | 430.91 | |
| Microsoft Corporation (MSFT) | 1.9 | $71M | -15% | 263k | 271.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $51M | -4% | 21k | 2445.17 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 1.2 | $46M | 115k | 399.87 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $44M | +2% | 378k | 116.26 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $43M | +22% | 160k | 270.48 | |
| Facebook Cl A (FB) | 1.2 | $43M | -4% | 122k | 348.44 | |
| NVIDIA Corporation (NVDA) | 1.1 | $42M | 52k | 802.26 | ||
| Spdr S P 500 Etf Tr Tr Unit (SPY) | 1.1 | $42M | -28% | 97k | 428.06 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $39M | -17% | 107k | 364.55 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.0 | $36M | -2% | 663k | 54.01 | |
| Visa Com Cl A (V) | 0.9 | $33M | -23% | 139k | 233.92 | |
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| Fidelity Covington Trust Total Bd Etf (FBND) | 0.9 | $32M | +3% | 586k | 53.76 | |
| Invesco Actively Managed Etf Total Return (GTO) | 0.9 | $31M | +3% | 547k | 57.52 | |
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.8 | $31M | +3% | 751k | 41.29 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $31M | -12% | 196k | 155.72 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $30M | +7% | 203k | 148.79 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.8 | $30M | +40% | 811k | 36.79 | |
| Home Depot (HD) | 0.8 | $30M | -9% | 93k | 319.45 | |
| Select Sector Spdr Tr Communication (XLC) | 0.8 | $28M | +2% | 347k | 81.20 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $27M | +3% | 242k | 113.25 | |
| Costco Wholesale Corporation (COST) | 0.7 | $26M | -12% | 66k | 398.44 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $26M | 380k | 67.43 | ||
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.7 | $25M | -12% | 294k | 86.00 | |
| Nextera Energy (NEE) | 0.7 | $25M | -2% | 339k | 73.29 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.7 | $25M | +2% | 79k | 314.96 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $24M | +3% | 190k | 128.67 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.6 | $24M | +7% | 411k | 58.04 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $23M | -4% | 180k | 126.27 | |
| Walt Disney Company (DIS) | 0.6 | $23M | 129k | 175.99 | ||
| Charles River Laboratories (CRL) | 0.6 | $23M | 61k | 370.00 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.6 | $22M | +2% | 215k | 102.65 | |
| Paypal Holdings (PYPL) | 0.6 | $22M | -3% | 74k | 295.78 | |
| Nike CL B (NKE) | 0.6 | $22M | -22% | 140k | 154.49 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.6 | $21M | +36% | 174k | 120.18 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $20M | +7% | 268k | 75.33 | |
| UnitedHealth (UNH) | 0.5 | $20M | -6% | 50k | 402.64 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $20M | 29k | 691.45 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $20M | -13% | 7.9k | 2506.47 | |
| Charter Communications Inc N Cl A (CHTR) | 0.5 | $18M | 25k | 721.72 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $18M | -4% | 133k | 137.46 | |
| First Tr Exchange Traded Fst Low Oppt Eft (LMBS) | 0.5 | $18M | -4% | 351k | 51.18 | |
| Nasdaq Omx (NDAQ) | 0.5 | $18M | 101k | 175.85 | ||
| Union Pacific Corporation (UNP) | 0.5 | $18M | -10% | 80k | 219.98 | |
| Wal-Mart Stores (WMT) | 0.5 | $18M | -7% | 124k | 141.18 | |
| First Tr Value Line Divid In SHS (FVD) | 0.5 | $17M | -15% | 433k | 39.76 | |
| Exchange Listed Fds Tr Corbett Road Tac (OPPX) | 0.5 | $17M | +164% | 674k | 25.55 | |
| Starbucks Corporation (SBUX) | 0.5 | $17M | -6% | 152k | 112.04 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $17M | +4% | 275k | 61.69 | |
| Caterpillar (CAT) | 0.4 | $16M | +2% | 74k | 217.67 | |
| BlackRock (BLK) | 0.4 | $16M | 18k | 876.43 | ||
| Target Corporation (TGT) | 0.4 | $16M | -7% | 65k | 242.18 | |
| Intuitive Surgical Com New | 0.4 | $16M | 17k | 920.68 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $16M | 222k | 70.15 | ||
| Abbott Laboratories (ABT) | 0.4 | $16M | -7% | 134k | 116.16 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $15M | +320% | 98k | 153.42 | |
| Xpo Logistics Inc equity (XPO) | 0.4 | $15M | 107k | 140.21 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $15M | -4% | 55k | 270.68 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $15M | -26% | 204k | 72.73 | |
| Avantor (AVTR) | 0.4 | $15M | +356939% | 411k | 35.52 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $14M | +9% | 543k | 26.62 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $14M | 45k | 318.15 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $14M | 180k | 78.88 | ||
| Kla Corp Com New (KLAC) | 0.4 | $14M | 43k | 324.30 | ||
| Stellantis N V SHS (STLA) | 0.4 | $14M | 698k | 19.73 | ||
| CommVault Systems (CVLT) | 0.4 | $14M | NEW | 173k | 78.22 | |
| Novanta (NOVT) | 0.4 | $14M | 100k | 134.83 | ||
| Bank of America Corporation (BAC) | 0.4 | $14M | -11% | 326k | 41.29 | |
| American Water Works (AWK) | 0.4 | $14M | 87k | 154.33 | ||
| Pulte (PHM) | 0.4 | $13M | 245k | 54.58 | ||
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $13M | 130k | 101.81 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $13M | +266% | 44k | 295.12 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $13M | +2% | 115k | 113.33 | |
| Tesla Motors (TSLA) | 0.3 | $13M | -6% | 19k | 675.23 | |
| Allstate Corporation (ALL) | 0.3 | $13M | 96k | 130.71 | ||
| Lam Research Corporation (LRCX) | 0.3 | $12M | +2% | 19k | 649.81 | |
| McKesson Corporation (MCK) | 0.3 | $12M | 64k | 191.33 | ||
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.3 | $12M | +5675% | 134k | 90.99 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $12M | +4% | 124k | 98.76 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $12M | +2123% | 62k | 195.71 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $12M | 50k | 238.03 | ||
| CoStar (CSGP) | 0.3 | $12M | +708% | 144k | 82.84 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $12M | +3% | 80k | 148.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $12M | -66% | 42k | 277.92 | |
| Procter & Gamble Company (PG) | 0.3 | $12M | -10% | 87k | 134.93 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $12M | -34% | 213k | 54.97 | |
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $12M | +50% | 214k | 53.49 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $11M | 22k | 530.53 | ||
| Ishares Tr Phlx Semicnd Etf (SOXX) | 0.3 | $11M | 25k | 455.67 | ||
| Select Medical Holdings Corporation (SEM) | 0.3 | $11M | NEW | 268k | 42.27 | |
| Honeywell International (HON) | 0.3 | $11M | -12% | 52k | 219.30 | |
| Netflix (NFLX) | 0.3 | $11M | -54% | 21k | 526.05 | |
| Entegris (ENTG) | 0.3 | $11M | +1392% | 91k | 123.00 | |
| Quanta Services (PWR) | 0.3 | $11M | 122k | 90.59 | ||
| Darling International (DAR) | 0.3 | $11M | 161k | 67.55 | ||
| Johnson & Johnson (JNJ) | 0.3 | $11M | -27% | 64k | 164.73 | |
| EOG Resources (EOG) | 0.3 | $11M | +3026% | 125k | 83.50 | |
| O'reilly Automotive (ORLY) | 0.3 | $11M | +2294% | 19k | 566.40 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $10M | -9% | 70k | 147.77 | |
| Travelers Companies (TRV) | 0.3 | $10M | NEW | 69k | 149.89 | |
| Nexstar Media Group Cl A (NXST) | 0.3 | $10M | +7230% | 69k | 148.03 | |
| Carlisle Companies (CSL) | 0.3 | $10M | NEW | 53k | 191.64 | |
| Shopify Cl A (SHOP) | 0.3 | $10M | +2% | 6.9k | 1462.05 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $10M | +32% | 193k | 51.76 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $9.9M | +43% | 282k | 34.97 | |
| SVB Financial (SIVB) | 0.3 | $9.8M | +4% | 18k | 556.73 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $9.7M | +5722% | 38k | 254.12 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $9.7M | +5% | 56k | 173.43 | |
| Arrow Electronics (ARW) | 0.3 | $9.5M | +833730% | 83k | 113.91 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $9.5M | -15% | 105k | 90.61 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $9.3M | -9% | 127k | 73.63 | |
| salesforce (CRM) | 0.3 | $9.3M | 37k | 248.57 | ||
| Whirlpool Corporation (WHR) | 0.2 | $9.2M | +6569% | 42k | 218.29 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $8.9M | -12% | 109k | 82.16 | |
| Sherwin-Williams Company (SHW) | 0.2 | $8.6M | +167% | 32k | 273.02 | |
| Cummins (CMI) | 0.2 | $8.6M | +3% | 35k | 244.34 | |
| Marriott Intl Cl A (MAR) | 0.2 | $8.4M | -12% | 62k | 136.96 | |
| Cbre Group Cl A (CBRE) | 0.2 | $8.3M | +3% | 96k | 85.92 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $8.2M | -5% | 55k | 150.17 | |
| Rockwell Automation (ROK) | 0.2 | $8.1M | +3% | 28k | 286.64 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $8.1M | -9% | 36k | 222.82 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $7.8M | +38% | 143k | 54.83 | |
| Best Buy (BBY) | 0.2 | $7.8M | +3% | 67k | 115.23 | |
| Abbvie (ABBV) | 0.2 | $7.7M | -19% | 69k | 112.48 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $7.7M | -42% | 22k | 354.45 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $7.6M | +695% | 141k | 54.10 | |
| Verizon Communications (VZ) | 0.2 | $7.5M | -32% | 134k | 56.03 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $7.4M | -15% | 13k | 596.20 | |
| Ishares Tr Global Finls Etf (IXG) | 0.2 | $7.4M | NEW | 95k | 77.61 | |
| Pfizer (PFE) | 0.2 | $7.3M | -30% | 187k | 39.16 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.1M | +7% | 18k | 393.46 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $7.0M | +9% | 81k | 85.80 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $6.9M | -9% | 64k | 107.81 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $6.8M | +20% | 113k | 60.56 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $6.6M | +2927% | 226k | 29.09 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $6.6M | -3% | 17k | 378.39 | |
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.2 | $6.5M | +5% | 53k | 124.15 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $6.4M | -5% | 28k | 230.23 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $6.3M | +29% | 77k | 82.56 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $6.3M | -8% | 114k | 55.30 | |
| Pepsi (PEP) | 0.2 | $6.3M | -21% | 42k | 148.16 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $6.2M | -50% | 46k | 134.59 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $6.1M | -3% | 34k | 178.56 | |
| Zoetis Cl A (ZTS) | 0.2 | $6.0M | -15% | 32k | 187.36 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.2 | $6.0M | -11% | 229k | 26.26 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.2 | $5.9M | +8% | 104k | 56.87 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $5.9M | 50k | 117.20 | ||
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $5.9M | NEW | 145k | 40.66 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.9M | NEW | 21k | 286.79 | |
| First Tr Exchange Traded Dj Internt Idx (FDN) | 0.2 | $5.9M | 24k | 244.87 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.8M | -6% | 57k | 102.32 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $5.8M | +10% | 81k | 71.88 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $5.8M | -10% | 54k | 107.30 | |
| Invesco Exchange Traded Fd T S&p500 Eql Rel (EWRE) | 0.2 | $5.7M | NEW | 157k | 36.34 | |
| Boeing Company (BA) | 0.2 | $5.6M | -5% | 23k | 238.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $5.4M | -21% | 32k | 165.64 | |
| McDonald's Corporation (MCD) | 0.1 | $5.2M | -26% | 23k | 231.02 | |
| Chevron Corporation (CVX) | 0.1 | $5.2M | -23% | 50k | 104.75 | |
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $5.2M | -2% | 110k | 47.38 | |
| Broadcom (AVGO) | 0.1 | $5.1M | -7% | 11k | 476.75 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $5.1M | -30% | 80k | 63.08 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.0M | +5% | 22k | 229.36 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.0M | +31% | 60k | 82.72 | |
| Merck & Co (MRK) | 0.1 | $5.0M | -19% | 64k | 77.77 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $4.9M | +4% | 88k | 55.15 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.7M | -7% | 118k | 39.58 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $4.7M | +13% | 35k | 132.72 | |
| Palo Alto Networks (PANW) | 0.1 | $4.7M | 13k | 371.03 | ||
| Lululemon Athletica (LULU) | 0.1 | $4.6M | -3% | 13k | 366.52 | |
| First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.1 | $4.6M | -4% | 132k | 34.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.5M | +20% | 30k | 150.74 | |
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $4.4M | +7% | 38k | 117.12 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $4.3M | +3% | 41k | 105.07 | |
| Amgen (AMGN) | 0.1 | $4.3M | -23% | 18k | 243.76 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $4.3M | +5% | 108k | 39.54 | |
| At&t (T) | 0.1 | $4.2M | -56% | 148k | 28.78 | |
| Cisco Systems (CSCO) | 0.1 | $4.2M | -12% | 79k | 52.99 | |
| Coca-Cola Company (KO) | 0.1 | $4.2M | -13% | 77k | 54.11 | |
| American Tower Reit (AMT) | 0.1 | $4.2M | -79% | 16k | 270.15 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.2M | 17k | 242.08 | ||
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $4.2M | +5185% | 74k | 56.35 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.1M | -35% | 42k | 97.13 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $4.1M | -27% | 48k | 85.32 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $4.0M | -21% | 83k | 48.04 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $4.0M | -32% | 37k | 108.37 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $3.9M | +17% | 55k | 71.96 | |
| First Tr Exchange Traded Cap Strength Etf (FTCS) | 0.1 | $3.9M | +32% | 52k | 75.56 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $3.8M | +3% | 58k | 65.68 | |
| Madison Covered Call Eq Strat (MCN) | 0.1 | $3.8M | 466k | 8.09 | ||
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $3.8M | +205% | 25k | 152.61 | |
| Lowe's Companies (LOW) | 0.1 | $3.7M | +24% | 19k | 194.51 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.6M | 26k | 140.51 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.6M | -5% | 28k | 132.15 | |
| Applied Materials (AMAT) | 0.1 | $3.6M | +46% | 25k | 143.26 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.6M | -63% | 35k | 103.97 | |
| Danaher Corporation (DHR) | 0.1 | $3.5M | -2% | 13k | 267.71 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $3.5M | NEW | 46k | 77.18 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) | 0.1 | $3.4M | -30% | 149k | 23.01 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $3.4M | -68% | 32k | 105.95 | |
| Dollar General (DG) | 0.1 | $3.4M | -80% | 16k | 216.39 | |
| Norfolk Southern (NSC) | 0.1 | $3.4M | -2% | 13k | 265.40 | |
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $3.4M | +23% | 58k | 58.99 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $3.4M | -11% | 2.2k | 1551.58 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.4M | -8% | 21k | 158.63 | |
| International Business Machines (IBM) | 0.1 | $3.4M | -21% | 23k | 147.24 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $3.3M | -17% | 8.5k | 387.06 | |
| Servicenow (NOW) | 0.1 | $3.3M | -7% | 6.0k | 549.63 | |
| Doubleline Opportunistic Cr (DBL) | 0.1 | $3.3M | 165k | 19.89 | ||
| Home Ban (HBCP) | 0.1 | $3.3M | -6% | 85k | 38.11 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.2M | +3% | 38k | 85.70 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $3.2M | +60% | 31k | 106.31 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $3.2M | +4% | 39k | 82.83 | |
| Dominion Resources (D) | 0.1 | $3.1M | -25% | 43k | 73.57 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.1M | -37% | 35k | 88.78 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $3.1M | -20% | 55k | 57.01 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $3.1M | -32% | 307k | 10.13 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $3.1M | -29% | 9.2k | 337.58 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.1M | -5% | 39k | 79.23 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $3.1M | 27k | 112.18 | ||
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $3.1M | -95% | 60k | 50.74 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.1M | 30k | 103.60 | ||
| Generac Holdings (GNRC) | 0.1 | $3.1M | +8% | 7.3k | 418.84 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $3.0M | +428% | 189k | 16.10 | |
| Qualcomm (QCOM) | 0.1 | $3.0M | -11% | 21k | 142.92 | |
| Intel Corporation (INTC) | 0.1 | $3.0M | -14% | 54k | 56.14 | |
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $3.0M | -11% | 111k | 27.26 | |
| Twilio Cl A (TWLO) | 0.1 | $2.9M | 7.5k | 393.10 | ||
| Goldman Sachs (GS) | 0.1 | $2.9M | -31% | 7.6k | 379.52 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.8M | 23k | 122.29 | ||
| United Parcel Service CL B (UPS) | 0.1 | $2.8M | -17% | 14k | 207.96 | |
| 3M Company (MMM) | 0.1 | $2.8M | -17% | 14k | 198.64 | |
| First Tr Exchange Traded First Tr Enh New (FTSM) | 0.1 | $2.8M | -21% | 46k | 59.94 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $2.8M | +11% | 54k | 51.53 | |
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $2.7M | +13% | 62k | 43.66 | |
| General Mills (GIS) | 0.1 | $2.7M | -3% | 45k | 60.92 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.7M | +18% | 54k | 50.42 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.7M | -2% | 12k | 225.31 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.7M | -3% | 31k | 85.89 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.7M | -39% | 7.3k | 361.12 | |
| First Tr Exchange Traded Lng Dur Oprtun (LGOV) | 0.1 | $2.6M | -13% | 95k | 27.84 | |
| Dupont De Nemours (DD) | 0.1 | $2.6M | -8% | 34k | 77.41 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.6M | -50% | 18k | 144.50 | |
| Global Payments (GPN) | 0.1 | $2.6M | -83% | 14k | 187.53 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.6M | +9% | 7.5k | 345.02 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $2.6M | -2% | 37k | 70.64 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.1 | $2.6M | 206k | 12.55 | ||
| Fs Kkr Capital Corp (FSK) | 0.1 | $2.6M | +3% | 119k | 21.51 | |
| First Tr Exchange Traded Consumr Staple (FXG) | 0.1 | $2.5M | +22% | 44k | 56.98 | |
Past Filings by Spire Wealth Management
SEC 13F filings are viewable for Spire Wealth Management going back to 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