Spire Wealth Management
Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, NVDA, MSFT, VGT, and represent 17.27% of Spire Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$80M), JPST (+$52M), SCHW (+$5.2M), INGR (+$5.1M), ECL, DE, STLD, FTNT, MCD, WST.
- Started 126 new stock positions in BOAT, SNX, AVD, DAPR, CLVT, SIX, EXEL, BITF, MGEE, DLHC.
- Reduced shares in these 10 stocks: IVV (-$21M), AAPL (-$18M), GSLC (-$14M), TFLO (-$13M), IUSB (-$12M), JEPI (-$11M), FVD (-$8.5M), EW (-$7.0M), NOBL (-$6.9M), DHR (-$6.3M).
- Sold out of its positions in BTAL, FAX, FCO, AWP, AOD, WBIY, AYI, AVK, MSOS, Advent Technologies Hldgs Inc Cl A.
- Spire Wealth Management was a net seller of stock by $-163M.
- Spire Wealth Management has $2.8B in assets under management (AUM), dropping by -8.27%.
- Central Index Key (CIK): 0001858740
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Portfolio Holdings for Spire Wealth Management
Spire Wealth Management holds 2202 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Spire Wealth Management has 2202 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Spire Wealth Management June 30, 2024 positions
- Download the Spire Wealth Management June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.6 | $132M | -13% | 241k | 547.23 |
|
| Apple (AAPL) | 3.7 | $105M | -14% | 497k | 210.62 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $90M | +774% | 727k | 123.54 |
|
| Microsoft Corporation (MSFT) | 2.9 | $84M | -3% | 187k | 446.95 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 2.8 | $80M | -2% | 139k | 576.59 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.7 | $77M | +207% | 1.5M | 50.47 |
|
| Amazon (AMZN) | 2.4 | $68M | -5% | 351k | 193.25 |
|
| Spdr S P 500 Etf Tr Tr Unit (SPY) | 1.7 | $48M | +3% | 88k | 544.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $46M | -5% | 251k | 182.15 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $34M | -2% | 345k | 97.07 |
|
| Meta Platforms Cl A (META) | 1.1 | $32M | -3% | 64k | 504.22 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.1 | $31M | -11% | 761k | 41.11 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $31M | 135k | 226.23 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $29M | 159k | 182.01 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $29M | -4% | 490k | 58.52 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $28M | -8% | 195k | 145.75 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.0 | $28M | -4% | 660k | 43.05 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $28M | 31k | 905.39 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 1.0 | $27M | 316k | 85.66 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $26M | -3% | 582k | 44.93 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.9 | $26M | -3% | 771k | 33.49 |
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.9 | $26M | -3% | 555k | 46.36 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $25M | -7% | 29k | 849.99 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $25M | -3% | 56k | 441.16 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.8 | $23M | -2% | 74k | 312.33 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $22M | -3% | 408k | 53.53 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $22M | -10% | 179k | 121.87 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.7 | $21M | 392k | 53.13 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $20M | -9% | 99k | 202.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $19M | 52k | 364.51 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $19M | 117k | 160.41 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $19M | -2% | 257k | 72.64 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $18M | -5% | 144k | 127.48 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $18M | -12% | 197k | 92.54 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $18M | -4% | 97k | 183.42 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $18M | -12% | 301k | 57.99 |
|
| Visa Com Cl A (V) | 0.6 | $17M | -15% | 63k | 262.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $15M | -3% | 32k | 479.11 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $15M | 247k | 58.85 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $14M | +4% | 124k | 115.12 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $14M | -25% | 29k | 500.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $14M | -13% | 34k | 406.80 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $13M | -10% | 150k | 88.48 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $12M | 150k | 78.33 |
|
|
| Arista Networks (ANET) | 0.4 | $11M | +2% | 33k | 350.48 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $11M | -5% | 106k | 106.66 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.4 | $11M | 214k | 51.09 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $11M | -16% | 63k | 170.76 |
|
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $11M | 115k | 93.65 |
|
|
| Home Depot (HD) | 0.4 | $11M | -16% | 31k | 344.24 |
|
| Uber Technologies (UBER) | 0.4 | $11M | -4% | 145k | 72.68 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $10M | +15% | 27k | 383.20 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $10M | -12% | 113k | 91.15 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $9.8M | 202k | 48.74 |
|
|
| Marriott Intl Cl A (MAR) | 0.3 | $9.8M | -12% | 41k | 241.77 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $9.8M | -3% | 128k | 76.58 |
|
| Kla Corp Com New (KLAC) | 0.3 | $9.5M | -12% | 12k | 824.50 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $9.5M | -11% | 89k | 106.78 |
|
| Cadence Design Systems (CDNS) | 0.3 | $9.5M | +7% | 31k | 307.75 |
|
| McKesson Corporation (MCK) | 0.3 | $9.4M | 16k | 584.02 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $9.3M | 179k | 51.87 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $9.3M | 20k | 468.73 |
|
|
| salesforce (CRM) | 0.3 | $9.2M | -11% | 36k | 257.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $9.1M | -2% | 42k | 218.04 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $9.1M | -5% | 31k | 297.54 |
|
| Nextera Energy (NEE) | 0.3 | $9.1M | -7% | 129k | 70.81 |
|
| Servicenow (NOW) | 0.3 | $9.1M | 12k | 786.67 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $9.1M | +92% | 36k | 254.84 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $8.9M | +45% | 34k | 260.70 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $8.8M | -31% | 58k | 150.50 |
|
| Fair Isaac Corporation (FICO) | 0.3 | $8.7M | 5.9k | 1488.66 |
|
|
| Pepsi (PEP) | 0.3 | $8.6M | -4% | 52k | 164.93 |
|
| Palo Alto Networks (PANW) | 0.3 | $8.5M | -5% | 25k | 339.01 |
|
| Wal-Mart Stores (WMT) | 0.3 | $8.5M | 125k | 67.71 |
|
|
| S&p Global (SPGI) | 0.3 | $8.5M | 19k | 446.01 |
|
|
| Broadcom (AVGO) | 0.3 | $8.4M | +3% | 5.3k | 1605.52 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $8.3M | +4% | 15k | 555.55 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $8.2M | +48% | 389k | 21.04 |
|
| Cintas Corporation (CTAS) | 0.3 | $7.9M | 11k | 700.27 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.3 | $7.9M | +11% | 95k | 82.60 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $7.9M | 131k | 60.08 |
|
|
| Quanta Services (PWR) | 0.3 | $7.7M | 30k | 254.09 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $7.6M | +105% | 25k | 303.41 |
|
| Fiserv (FI) | 0.3 | $7.6M | -19% | 51k | 149.04 |
|
| Netflix (NFLX) | 0.3 | $7.5M | -7% | 11k | 674.91 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $7.4M | -3% | 95k | 77.76 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $7.3M | +13% | 30k | 246.63 |
|
| Tesla Motors (TSLA) | 0.2 | $6.9M | -23% | 35k | 197.88 |
|
| W.W. Grainger (GWW) | 0.2 | $6.8M | -5% | 7.5k | 902.23 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $6.7M | +6% | 18k | 374.00 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $6.6M | +374% | 90k | 73.69 |
|
| Copart (CPRT) | 0.2 | $6.6M | 122k | 54.16 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $6.5M | -64% | 144k | 45.22 |
|
| O'reilly Automotive (ORLY) | 0.2 | $6.5M | -12% | 6.2k | 1056.07 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $6.3M | -4% | 144k | 43.76 |
|
| Union Pacific Corporation (UNP) | 0.2 | $6.2M | 27k | 226.26 |
|
|
| Merck & Co (MRK) | 0.2 | $6.2M | -6% | 50k | 123.80 |
|
| Automatic Data Processing (ADP) | 0.2 | $6.1M | -3% | 26k | 238.69 |
|
| Floor Decor Hldgs Cl A (FND) | 0.2 | $6.1M | 62k | 99.41 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $6.1M | -64% | 108k | 56.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $6.1M | -14% | 23k | 267.51 |
|
| Zoetis Cl A (ZTS) | 0.2 | $5.9M | -16% | 34k | 173.36 |
|
| Deere & Company (DE) | 0.2 | $5.8M | +389% | 15k | 373.63 |
|
| Builders FirstSource (BLDR) | 0.2 | $5.7M | -3% | 41k | 138.41 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $5.6M | +94% | 26k | 214.52 |
|
| Two Rds Shared Tr Leasershs Alphaf (LSAT) | 0.2 | $5.6M | 146k | 38.29 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $5.6M | -32% | 105k | 53.04 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $5.6M | 67k | 83.67 |
|
|
| Kinsale Cap Group (KNSL) | 0.2 | $5.5M | 14k | 385.29 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $5.5M | +16% | 36k | 150.43 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $5.3M | 60k | 88.13 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $5.3M | +23% | 48k | 110.50 |
|
| Leuthold Fds Core Etf (LCR) | 0.2 | $5.3M | 157k | 33.68 |
|
|
| Old Dominion Freight Line (ODFL) | 0.2 | $5.3M | 30k | 176.60 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $5.2M | -8% | 77k | 68.14 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $5.2M | -29% | 28k | 182.55 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $5.2M | -3% | 65k | 80.13 |
|
| Target Corporation (TGT) | 0.2 | $5.1M | +281% | 35k | 148.04 |
|
| Ingredion Incorporated (INGR) | 0.2 | $5.1M | +94821% | 45k | 114.70 |
|
| Ecolab (ECL) | 0.2 | $5.0M | +6926% | 21k | 238.00 |
|
| General Mills (GIS) | 0.2 | $4.9M | -29% | 78k | 63.26 |
|
| Chevron Corporation (CVX) | 0.2 | $4.9M | -5% | 31k | 156.42 |
|
| Darden Restaurants (DRI) | 0.2 | $4.9M | -11% | 32k | 151.32 |
|
| Mettler-Toledo International (MTD) | 0.2 | $4.9M | -28% | 3.5k | 1397.59 |
|
| Fortinet (FTNT) | 0.2 | $4.9M | +1141% | 81k | 60.27 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.8M | -2% | 58k | 83.76 |
|
| CSX Corporation (CSX) | 0.2 | $4.8M | -10% | 143k | 33.45 |
|
| Steel Dynamics (STLD) | 0.2 | $4.8M | +1686% | 37k | 129.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $4.7M | 23k | 202.89 |
|
|
| ResMed (RMD) | 0.2 | $4.6M | -9% | 24k | 191.42 |
|
| Atkore Intl (ATKR) | 0.2 | $4.5M | 34k | 134.93 |
|
|
| Abbvie (ABBV) | 0.2 | $4.5M | -4% | 26k | 171.52 |
|
| IDEX Corporation (IEX) | 0.2 | $4.5M | -12% | 22k | 201.20 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $4.4M | -14% | 9.1k | 487.18 |
|
| Dex (DXCM) | 0.2 | $4.4M | +2988% | 39k | 113.38 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $4.4M | +171% | 81k | 54.75 |
|
| West Pharmaceutical Services (WST) | 0.2 | $4.4M | +10194% | 13k | 329.39 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $4.4M | -3% | 114k | 38.41 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $4.4M | -20% | 123k | 35.56 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.4M | -5% | 27k | 164.28 |
|
| Johnson & Johnson (JNJ) | 0.2 | $4.3M | -16% | 29k | 146.16 |
|
| Paccar (PCAR) | 0.2 | $4.3M | -39% | 42k | 102.94 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $4.3M | +2% | 56k | 76.70 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $4.2M | -31% | 33k | 129.63 |
|
| FactSet Research Systems (FDS) | 0.1 | $4.2M | -11% | 10k | 408.25 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.2M | -6% | 8.9k | 467.11 |
|
| AGCO Corporation (AGCO) | 0.1 | $4.1M | -11% | 42k | 97.88 |
|
| Applied Materials (AMAT) | 0.1 | $4.1M | +7% | 17k | 235.99 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $4.0M | +40% | 50k | 81.65 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.9M | -4% | 23k | 174.47 |
|
| Caterpillar (CAT) | 0.1 | $3.9M | -16% | 12k | 333.09 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.9M | -7% | 37k | 104.55 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.9M | 45k | 85.86 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $3.8M | 107k | 35.94 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $3.8M | +2% | 15k | 261.39 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $3.8M | -2% | 109k | 35.08 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $3.8M | +6236% | 61k | 62.65 |
|
| Halliburton Company (HAL) | 0.1 | $3.8M | -17% | 112k | 33.78 |
|
| Eaton Corp SHS (ETN) | 0.1 | $3.7M | -19% | 12k | 313.56 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.6M | -5% | 29k | 123.80 |
|
| Walt Disney Company (DIS) | 0.1 | $3.5M | -22% | 35k | 99.29 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.5M | -26% | 19k | 182.40 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.5M | 44k | 77.85 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.4M | -3% | 71k | 48.54 |
|
| F5 Networks (FFIV) | 0.1 | $3.4M | +68003% | 20k | 172.23 |
|
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $3.3M | +8% | 35k | 94.45 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $3.3M | -39% | 66k | 50.11 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $3.3M | -59% | 46k | 72.05 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.3M | 41k | 81.08 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $3.3M | 131k | 25.01 |
|
|
| Gra (GGG) | 0.1 | $3.3M | -38% | 41k | 79.28 |
|
| Fortive (FTV) | 0.1 | $3.3M | +19738% | 44k | 74.10 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $3.2M | +521% | 43k | 74.89 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.2M | -5% | 17k | 182.52 |
|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.1 | $3.1M | -5% | 64k | 48.77 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $3.1M | -6% | 34k | 91.78 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.0M | -29% | 39k | 77.28 |
|
| Mattel (MAT) | 0.1 | $3.0M | NEW | 184k | 16.26 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $3.0M | +5% | 30k | 100.65 |
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $3.0M | 22k | 136.26 |
|
|
| Vista Oil Gas Sab De Cv Sponsored Ads (VIST) | 0.1 | $2.9M | NEW | 64k | 45.48 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.9M | +4% | 20k | 141.20 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.9M | +5% | 45k | 64.00 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.8M | 7.2k | 391.11 |
|
|
| Paycom Software (PAYC) | 0.1 | $2.8M | -13% | 20k | 143.04 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.7M | -15% | 69k | 39.77 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $2.7M | +2% | 80k | 34.25 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.1 | $2.7M | +9% | 18k | 146.07 |
|
| Verizon Communications (VZ) | 0.1 | $2.7M | -16% | 64k | 41.24 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.6M | -4% | 68k | 38.70 |
|
| Intuit (INTU) | 0.1 | $2.6M | +5% | 3.9k | 657.18 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.5M | +21% | 42k | 60.30 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $2.5M | +10433% | 76k | 33.38 |
|
| Qualcomm (QCOM) | 0.1 | $2.5M | +5% | 13k | 199.19 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.1 | $2.5M | 65k | 38.85 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $2.5M | 94k | 26.91 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.5M | -2% | 15k | 168.78 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.5M | -3% | 24k | 103.91 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $2.5M | -6% | 253k | 9.93 |
|
| Danaher Corporation (DHR) | 0.1 | $2.5M | -71% | 10k | 249.86 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.5M | -16% | 22k | 112.63 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $2.5M | -46% | 29k | 83.96 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.4M | +100% | 4.00 | 612241.00 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.4M | -47% | 26k | 91.78 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.4M | 41k | 58.64 |
|
|
| Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) | 0.1 | $2.4M | +585% | 83k | 29.04 |
|
| Goldman Sachs (GS) | 0.1 | $2.4M | -4% | 5.3k | 452.33 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $2.4M | 98k | 24.63 |
|
|
| International Business Machines (IBM) | 0.1 | $2.4M | -11% | 14k | 172.95 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $2.4M | -8% | 132k | 18.06 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.4M | 27k | 88.11 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.4M | +7% | 18k | 132.05 |
|
| Coca-Cola Company (KO) | 0.1 | $2.4M | -72% | 37k | 63.65 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.3M | +8% | 14k | 173.81 |
|
| Novo Nordisk A S Adr (NVO) | 0.1 | $2.3M | +13% | 16k | 142.74 |
|
| Sprott Physical Gold Silve Tr Unit (CEF) | 0.1 | $2.3M | +8% | 105k | 22.05 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.2M | +54% | 87k | 25.33 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.2M | +8% | 32k | 67.56 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) | 0.1 | $2.2M | +3354% | 61k | 36.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.2M | +30% | 19k | 115.47 |
|
| Microstrategy Cl A New (MSTR) | 0.1 | $2.2M | -8% | 1.6k | 1377.48 |
|
| Pfizer (PFE) | 0.1 | $2.1M | -19% | 76k | 27.98 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) | 0.1 | $2.1M | +542% | 55k | 38.47 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.1M | -6% | 16k | 127.18 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $2.1M | +5% | 104k | 19.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.1M | -55% | 20k | 102.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.0M | -5% | 48k | 42.59 |
|
| Modine Manufacturing (MOD) | 0.1 | $2.0M | +2355% | 20k | 100.19 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.0M | -26% | 9.4k | 215.01 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $2.0M | 35k | 57.29 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.0M | -52% | 64k | 31.55 |
|
| ConocoPhillips (COP) | 0.1 | $2.0M | 17k | 114.38 |
|
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) | 0.1 | $2.0M | -2% | 49k | 39.80 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $2.0M | 19k | 104.52 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.9M | -81% | 48k | 40.75 |
|
| Boeing Company (BA) | 0.1 | $1.9M | -20% | 11k | 182.01 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.9M | -13% | 22k | 88.31 |
|
| Lowe's Companies (LOW) | 0.1 | $1.9M | -20% | 8.8k | 220.46 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.9M | -19% | 4.3k | 444.87 |
|
| Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $1.9M | -4% | 58k | 32.68 |
|
| Aim Etf Products Trust Us Lrg Cp Buf20 (APRW) | 0.1 | $1.9M | NEW | 61k | 31.12 |
|
| Amgen (AMGN) | 0.1 | $1.9M | -20% | 6.0k | 312.45 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.9M | -12% | 48k | 39.16 |
|
| Philip Morris International (PM) | 0.1 | $1.9M | -12% | 18k | 101.33 |
|
| American Water Works (AWK) | 0.1 | $1.9M | 14k | 129.16 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $1.8M | -19% | 20k | 92.84 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.8M | -10% | 5.5k | 328.94 |
|
| Napco Security Systems (NSSC) | 0.1 | $1.7M | NEW | 33k | 51.95 |
|
| Booking Holdings (BKNG) | 0.1 | $1.7M | +31% | 437.00 | 3959.32 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $1.7M | 73k | 23.68 |
|
Past Filings by Spire Wealth Management
SEC 13F filings are viewable for Spire Wealth Management going back to 2021
- Spire Wealth Management 2024 Q2 filed July 31, 2024
- Spire Wealth Management 2024 Q1 filed April 24, 2024
- 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