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 2382 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Spire Wealth Management has 2382 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.4 $119M +5% 612k 193.97
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Ishares Tr Core S&p500 Etf (IVV) 4.2 $113M +6% 254k 445.71
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.9 $104M -9% 2.1M 50.14
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Microsoft Corporation (MSFT) 2.2 $60M +18% 176k 340.54
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Ishares Tr Short Treas Bd (SHV) 2.2 $59M -2% 537k 110.45
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Vanguard World Fds Inf Tech Etf (VGT) 1.8 $50M +20% 113k 442.16
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.8 $48M -28% 830k 57.73
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Amazon (AMZN) 1.7 $45M -4% 346k 130.36
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Spdr S P 500 Etf Tr Tr Unit (SPY) 1.6 $42M 95k 443.28
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.5 $42M -3% 457k 91.82
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.4 $37M +4% 802k 45.94
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Ishares Tr Core Us Aggbd Et (AGG) 1.4 $37M +4% 375k 97.95
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NVIDIA Corporation (NVDA) 1.2 $33M 79k 423.02
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.2 $32M +26% 731k 44.17
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $30M -4% 251k 119.70
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.0 $28M +2% 277k 100.07
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $28M +11% 207k 132.73
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.0 $27M +5% 603k 45.42
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $27M +6% 104k 261.48
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Invesco Actively Managed Etf Total Return (GTO) 1.0 $27M +5% 579k 46.46
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Visa Com Cl A (V) 0.9 $24M -3% 103k 237.48
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Ishares Tr S&p 500 Val Etf (IVE) 0.9 $24M +3% 149k 161.19
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Ishares Core Msci Emkt (IEMG) 0.8 $21M +7% 429k 49.29
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Costco Wholesale Corporation (COST) 0.7 $20M -17% 37k 538.38
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Mastercard Incorporated Cl A (MA) 0.7 $20M -18% 50k 393.30
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.7 $19M +6% 383k 49.22
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Exchange Listed Fds Tr Corbett Road Tac (OPPX) 0.7 $18M +2% 777k 23.47
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Vanguard Index Fds Value Etf (VTV) 0.6 $17M 121k 142.10
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Tesla Motors (TSLA) 0.6 $16M -9% 62k 261.77
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Eli Lilly & Co. (LLY) 0.6 $16M 35k 468.98
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Select Sector Spdr Tr Financial (XLF) 0.6 $16M +13% 479k 33.71
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $16M +13% 212k 74.33
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $16M +3% 232k 67.50
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Select Sector Spdr Tr Technology (XLK) 0.5 $15M +41% 85k 173.86
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $15M +29% 198k 74.17
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Exxon Mobil Corporation (XOM) 0.5 $15M 137k 107.25
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $14M +4% 167k 86.54
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $14M 52k 275.18
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Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $14M +4% 147k 97.64
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First Tr Value Line Divid In SHS (FVD) 0.5 $14M -8% 345k 40.09
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Vanguard World Fds Consum Dis Etf (VCR) 0.5 $14M +24% 48k 283.20
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Alphabet Cap Stk Cl C (GOOG) 0.5 $13M 109k 120.97
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Select Sector Spdr Tr Communication (XLC) 0.5 $13M +20% 193k 65.08
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $13M 125k 99.65
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $12M 36k 341.00
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Ishares Tr Core Total Usd (IUSB) 0.5 $12M 269k 45.47
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $12M +16% 219k 55.33
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $12M 251k 48.16
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Nextera Energy (NEE) 0.4 $12M -21% 163k 74.20
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Meta Platforms Cl A (META) 0.4 $12M -11% 42k 286.98
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Ishares Tr Tips Bd Etf (TIP) 0.4 $12M +6% 112k 107.62
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $12M 161k 72.50
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $12M +2% 164k 70.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $11M +2% 30k 369.42
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $11M 128k 87.30
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Select Sector Spdr Tr Energy (XLE) 0.4 $11M +11% 131k 81.17
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salesforce (CRM) 0.4 $11M +40% 50k 211.26
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $10M -8% 97k 107.32
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Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $10M +4% 106k 96.60
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Home Depot (HD) 0.4 $10M -26% 33k 310.64
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $10M +35% 75k 134.87
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Marriott Intl Cl A (MAR) 0.4 $9.8M 54k 183.69
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $9.4M -35% 23k 407.29
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Fortinet (FTNT) 0.3 $9.3M +118% 123k 75.59
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Servicenow (NOW) 0.3 $9.2M +97% 16k 561.97
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Fiserv (FI) 0.3 $9.0M 71k 126.15
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $8.8M -10% 121k 72.69
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Quanta Services (PWR) 0.3 $8.7M -12% 44k 196.45
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Edwards Lifesciences (EW) 0.3 $8.7M +118% 92k 94.33
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $8.5M 197k 43.20
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O'reilly Automotive (ORLY) 0.3 $8.2M 8.6k 955.35
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $8.2M -6% 23k 351.90
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $8.1M 174k 46.39
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Hershey Company (HSY) 0.3 $7.5M +2% 30k 249.70
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Kla Corp Com New (KLAC) 0.3 $7.5M -11% 16k 485.01
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $7.2M 132k 54.80
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $7.2M -7% 30k 243.74
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JPMorgan Chase & Co. (JPM) 0.3 $7.2M -16% 50k 145.44
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Johnson & Johnson (JNJ) 0.3 $7.1M -2% 43k 165.52
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Fair Isaac Corporation (FICO) 0.3 $7.1M -11% 8.8k 809.21
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Ishares Tr Eafe Value Etf (EFV) 0.3 $7.1M 145k 48.94
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Equinix (EQIX) 0.3 $7.0M -5% 8.9k 783.90
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Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.3 $6.9M -12% 91k 75.28
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Copart (CPRT) 0.3 $6.9M -15% 75k 91.21
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $6.6M +14% 101k 65.44
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Palo Alto Networks (PANW) 0.2 $6.6M +19% 26k 255.51
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Regeneron Pharmaceuticals (REGN) 0.2 $6.4M 8.9k 718.56
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $6.3M +9% 87k 72.62
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $6.3M 67k 94.28
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Starbucks Corporation (SBUX) 0.2 $6.2M 63k 99.06
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $6.2M +7% 65k 95.41
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Merck & Co (MRK) 0.2 $6.0M -7% 52k 115.39
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $5.8M 142k 40.68
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W.W. Grainger (GWW) 0.2 $5.8M +9062% 7.3k 788.59
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $5.7M -2% 114k 50.22
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Cadence Design Systems (CDNS) 0.2 $5.6M +31% 24k 234.52
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.6M +4% 34k 162.43
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Kinsale Cap Group (KNSL) 0.2 $5.5M +247050% 15k 374.20
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $5.4M -4% 238k 22.90
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Lockheed Martin Corporation (LMT) 0.2 $5.4M -3% 12k 460.38
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McKesson Corporation (MCK) 0.2 $5.4M +661% 13k 427.31
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.2 $5.3M 65k 82.11
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Pepsi (PEP) 0.2 $5.0M 27k 185.22
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $4.9M +9% 59k 83.56
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.9M -19% 61k 81.08
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.8M 32k 149.64
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $4.8M 61k 78.26
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $4.8M 22k 220.28
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McDonald's Corporation (MCD) 0.2 $4.8M 16k 298.42
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Ishares Tr Mbs Etf (MBB) 0.2 $4.7M 51k 93.27
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Chevron Corporation (CVX) 0.2 $4.7M -4% 30k 157.35
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Cintas Corporation (CTAS) 0.2 $4.7M +6401% 9.4k 497.08
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Danaher Corporation (DHR) 0.2 $4.6M +74% 19k 239.99
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $4.6M +61% 45k 102.94
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Veeva Sys Cl A Com (VEEV) 0.2 $4.6M +2419% 23k 197.73
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $4.6M -10% 60k 75.57
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Abbvie (ABBV) 0.2 $4.5M -5% 34k 134.73
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Paccar (PCAR) 0.2 $4.5M +20275% 54k 83.65
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $4.5M -9% 45k 99.76
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Broadcom (AVGO) 0.2 $4.4M -11% 5.1k 867.46
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Zoetis Cl A (ZTS) 0.2 $4.4M -39% 26k 172.21
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Spdr Gold Tr Gold Shs (GLD) 0.2 $4.4M -5% 25k 178.27
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Vanguard Index Fds Growth Etf (VUG) 0.2 $4.4M 16k 282.96
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $4.3M +25% 8.5k 507.23
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Walt Disney Company (DIS) 0.2 $4.3M -7% 48k 89.28
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $4.2M +5% 31k 138.38
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Hubspot (HUBS) 0.2 $4.2M +7% 7.9k 532.11
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $4.2M 40k 104.04
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $4.1M -7% 68k 61.01
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $4.0M -41% 8.5k 470.59
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Paycom Software (PAYC) 0.1 $4.0M 12k 321.25
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $4.0M +6% 36k 108.87
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $3.9M +7% 68k 58.15
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $3.9M +3% 83k 47.10
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Automatic Data Processing (ADP) 0.1 $3.9M +479% 18k 219.79
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Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $3.9M -4% 78k 49.28
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Intuit (INTU) 0.1 $3.8M +4% 8.4k 458.19
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Coca-Cola Company (KO) 0.1 $3.8M 63k 60.22
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Wal-Mart Stores (WMT) 0.1 $3.8M -7% 24k 157.18
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AGCO Corporation (AGCO) 0.1 $3.8M +2401% 29k 131.42
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Ready Cap Corp Com reit (RC) 0.1 $3.8M -21% 336k 11.28
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.8M +2% 24k 157.83
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Booking Holdings (BKNG) 0.1 $3.8M -15% 1.4k 2699.53
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Workday Cl A (WDAY) 0.1 $3.8M +512% 17k 225.89
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Deere & Company (DE) 0.1 $3.7M 9.1k 405.18
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $3.7M +7% 119k 31.00
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Netflix (NFLX) 0.1 $3.7M 8.3k 440.52
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Boeing Company (BA) 0.1 $3.7M -16% 17k 211.16
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $3.6M +2% 47k 76.96
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Tractor Supply Company (TSCO) 0.1 $3.6M +251% 16k 221.10
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.6M -39% 12k 308.58
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $3.6M -5% 115k 31.43
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Union Pacific Corporation (UNP) 0.1 $3.6M +170% 18k 204.62
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Pfizer (PFE) 0.1 $3.5M -5% 96k 36.68
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $3.5M -4% 108k 32.54
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Abbott Laboratories (ABT) 0.1 $3.5M -6% 32k 109.02
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Flowserve Corporation (FLS) 0.1 $3.5M +261044% 94k 37.15
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SYSCO Corporation (SYY) 0.1 $3.5M +118% 47k 74.20
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Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $3.5M 138k 25.07
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $3.4M 104k 32.85
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Insulet Corporation (PODD) 0.1 $3.4M +2622% 12k 288.34
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $3.4M +23% 91k 37.69
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Synopsys (SNPS) 0.1 $3.4M 7.8k 435.43
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $3.4M -2% 20k 169.81
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Oneok (OKE) 0.1 $3.4M +33% 55k 61.72
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Patterson Companies (PDCO) 0.1 $3.3M 101k 33.26
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $3.3M -3% 23k 144.25
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Lamb Weston Hldgs (LW) 0.1 $3.3M 29k 114.95
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Tetra Tech (TTEK) 0.1 $3.3M 20k 163.74
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Ishares Tr Global Finls Etf (IXG) 0.1 $3.3M +2% 46k 71.54
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Sealed Air (SEE) 0.1 $3.3M +141068% 82k 40.00
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Dex (DXCM) 0.1 $3.3M 25k 128.51
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Choice Hotels International (CHH) 0.1 $3.2M +21% 27k 117.52
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Ishares Tr Core Div Grwth (DGRO) 0.1 $3.1M -2% 61k 51.53
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.1M -5% 19k 165.40
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Iqvia Holdings (IQV) 0.1 $3.1M 14k 224.77
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.1M -4% 16k 187.28
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Verizon Communications (VZ) 0.1 $3.0M -3% 82k 37.19
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.0M 41k 73.03
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Mettler-Toledo International (MTD) 0.1 $3.0M +114800% 2.3k 1311.83
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Allegion Ord Shs (ALLE) 0.1 $3.0M +4% 25k 120.02
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Bio-techne Corporation (TECH) 0.1 $3.0M 37k 81.63
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $3.0M 30k 97.84
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Chipotle Mexican Grill (CMG) 0.1 $2.9M -5% 1.4k 2139.00
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.9M +18% 28k 107.13
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FactSet Research Systems (FDS) 0.1 $2.9M 7.3k 400.67
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First Solar (FSLR) 0.1 $2.9M +8456% 15k 190.09
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.9M +681% 136k 21.04
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Adobe Systems Incorporated (ADBE) 0.1 $2.8M -61% 5.8k 488.95
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American Water Works (AWK) 0.1 $2.8M 20k 142.75
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Blackstone Group Inc Com Cl A (BX) 0.1 $2.7M -2% 30k 92.97
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.7M 49k 54.41
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First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $2.7M 23k 115.04
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.7M -26% 35k 75.66
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Caterpillar (CAT) 0.1 $2.6M -4% 11k 246.04
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $2.6M +10% 72k 36.00
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Home Ban (HBCP) 0.1 $2.6M 78k 33.21
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Deckers Outdoor Corporation (DECK) 0.1 $2.6M +16176% 4.9k 527.66
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ResMed (RMD) 0.1 $2.6M -7% 12k 218.50
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Moody's Corporation (MCO) 0.1 $2.5M +4069% 7.3k 347.73
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.5M 26k 96.98
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Omega Healthcare Investors (OHI) 0.1 $2.5M 82k 30.69
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.5M -8% 81k 30.93
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Nike CL B (NKE) 0.1 $2.5M 23k 110.37
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Halliburton Company (HAL) 0.1 $2.5M +95% 75k 32.99
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Autoliv (ALV) 0.1 $2.5M 29k 85.04
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Ishares Silver Tr Ishares (SLV) 0.1 $2.4M -6% 117k 20.89
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $2.4M -67% 7.0k 343.86
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General Mills (GIS) 0.1 $2.4M -68% 31k 76.70
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Waters Corporation (WAT) 0.1 $2.4M NEW 9.0k 266.54
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Raytheon Technologies Corp (RTX) 0.1 $2.4M -2% 24k 97.96
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Trimble Navigation (TRMB) 0.1 $2.3M +2747% 44k 52.94
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First Tr Exchange Traded First Tr Ta Hiyl (HYLS) 0.1 $2.3M +129% 59k 39.63
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Uber Technologies (UBER) 0.1 $2.3M +10% 54k 43.17
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Vista Oil Gas Sab De Cv Sponsored Ads (VIST) 0.1 $2.3M -6% 96k 24.12
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.3M -9% 19k 122.58
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Bank of America Corporation (BAC) 0.1 $2.3M -9% 80k 28.69
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Lauder Estee Cos Cl A (EL) 0.1 $2.3M 12k 196.38
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.3M 30k 75.00
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First Tr Exchange Traded Cap Strength Etf (FTCS) 0.1 $2.3M -8% 30k 75.08
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First Tr Exchange Traded Limited Duration (FSIG) 0.1 $2.3M +5% 121k 18.62
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International Business Machines (IBM) 0.1 $2.2M -3% 17k 133.81
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.2M 21k 106.07
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $2.2M 20k 108.31
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.1 $2.1M +160% 62k 34.22
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $2.1M 92k 22.82
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Agilent Technologies Inc C ommon (A) 0.1 $2.1M +1228% 17k 120.25
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.1M -3% 53k 39.56
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Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $2.0M 33k 62.32
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Lowe's Companies (LOW) 0.1 $2.0M 9.1k 225.70
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.0M +3% 17k 116.67
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Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) 0.1 $2.0M +14% 55k 36.67
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Philip Morris International (PM) 0.1 $2.0M 21k 97.62
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On Assignment (ASGN) 0.1 $2.0M NEW 27k 75.63
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Shopify Cl A (SHOP) 0.1 $2.0M +8% 31k 64.60
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Listed Fd Tr Horizon Kinetics (INFL) 0.1 $2.0M 65k 30.57
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.0M +112% 12k 158.56
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $1.9M +13% 68k 28.31
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Honeywell International (HON) 0.1 $1.9M 9.3k 207.51
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $1.9M +83% 67k 28.74
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Jabil Circuit (JBL) 0.1 $1.9M 18k 107.93
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.9M -4% 36k 52.37
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Applied Materials (AMAT) 0.1 $1.9M 13k 144.54
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.9M +5% 23k 84.17
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.9M +106% 12k 152.25
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Oracle Corporation (ORCL) 0.1 $1.9M -5% 16k 119.09
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.9M +27% 25k 75.23
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.9M 79k 23.60
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ConocoPhillips (COP) 0.1 $1.9M -3% 18k 103.61
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American Tower Reit (AMT) 0.1 $1.8M -9% 9.3k 193.95
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Past Filings by Spire Wealth Management

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