Spire Wealth Management
Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, JPST, MSFT, SHV, and represent 16.81% of Spire Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$9.1M), VGT (+$8.4M), IVV (+$6.8M), FIXD (+$6.7M), AAPL (+$6.1M), GWW (+$5.7M), KNSL (+$5.5M), FTNT (+$5.0M), EW, MCK.
- Started 108 new stock positions in CSTM, NRT, INTT, ETRN, IBHD, FLNC, HTZ, JEMA, WIRE, PRPH.
- Reduced shares in these 10 stocks: VGSH (-$20M), JPST (-$11M), PGR (-$7.1M), ELV (-$6.8M), ANET (-$6.5M), VOO (-$5.2M), GIS (-$5.2M), DIA (-$5.1M), MA, ADBE.
- Sold out of its positions in ADT, ASO, ACIW, Advisorshares Tr dorsy alph eql, RRH, AVAV, AL, AGI, BFH, ALSN.
- Spire Wealth Management was a net seller of stock by $-4.2M.
- Spire Wealth Management has $2.7B in assets under management (AUM), dropping by 5.47%.
- Central Index Key (CIK): 0001858740
Tip: Access up to 7 years of quarterly data
Positions held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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.
- Sign up to view all of the Spire Wealth Management June 30, 2023 positions
- Download the Spire Wealth Management June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $119M | +5% | 612k | 193.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $113M | +6% | 254k | 445.71 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.9 | $104M | -9% | 2.1M | 50.14 |
|
| Microsoft Corporation (MSFT) | 2.2 | $60M | +18% | 176k | 340.54 |
|
| Ishares Tr Short Treas Bd (SHV) | 2.2 | $59M | -2% | 537k | 110.45 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 1.8 | $50M | +20% | 113k | 442.16 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.8 | $48M | -28% | 830k | 57.73 |
|
| Amazon (AMZN) | 1.7 | $45M | -4% | 346k | 130.36 |
|
| Spdr S P 500 Etf Tr Tr Unit (SPY) | 1.6 | $42M | 95k | 443.28 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.5 | $42M | -3% | 457k | 91.82 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 1.4 | $37M | +4% | 802k | 45.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $37M | +4% | 375k | 97.95 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $33M | 79k | 423.02 |
|
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.2 | $32M | +26% | 731k | 44.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $30M | -4% | 251k | 119.70 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.0 | $28M | +2% | 277k | 100.07 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $28M | +11% | 207k | 132.73 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.0 | $27M | +5% | 603k | 45.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $27M | +6% | 104k | 261.48 |
|
| Invesco Actively Managed Etf Total Return (GTO) | 1.0 | $27M | +5% | 579k | 46.46 |
|
| Visa Com Cl A (V) | 0.9 | $24M | -3% | 103k | 237.48 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $24M | +3% | 149k | 161.19 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $21M | +7% | 429k | 49.29 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $20M | -17% | 37k | 538.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $20M | -18% | 50k | 393.30 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.7 | $19M | +6% | 383k | 49.22 |
|
| Exchange Listed Fds Tr Corbett Road Tac (OPPX) | 0.7 | $18M | +2% | 777k | 23.47 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $17M | 121k | 142.10 |
|
|
| Tesla Motors (TSLA) | 0.6 | $16M | -9% | 62k | 261.77 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $16M | 35k | 468.98 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.6 | $16M | +13% | 479k | 33.71 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $16M | +13% | 212k | 74.33 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $16M | +3% | 232k | 67.50 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $15M | +41% | 85k | 173.86 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $15M | +29% | 198k | 74.17 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $15M | 137k | 107.25 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $14M | +4% | 167k | 86.54 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $14M | 52k | 275.18 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $14M | +4% | 147k | 97.64 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.5 | $14M | -8% | 345k | 40.09 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.5 | $14M | +24% | 48k | 283.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $13M | 109k | 120.97 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.5 | $13M | +20% | 193k | 65.08 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $13M | 125k | 99.65 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $12M | 36k | 341.00 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $12M | 269k | 45.47 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $12M | +16% | 219k | 55.33 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.4 | $12M | 251k | 48.16 |
|
|
| Nextera Energy (NEE) | 0.4 | $12M | -21% | 163k | 74.20 |
|
| Meta Platforms Cl A (META) | 0.4 | $12M | -11% | 42k | 286.98 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $12M | +6% | 112k | 107.62 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $12M | 161k | 72.50 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $12M | +2% | 164k | 70.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $11M | +2% | 30k | 369.42 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.4 | $11M | 128k | 87.30 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $11M | +11% | 131k | 81.17 |
|
| salesforce (CRM) | 0.4 | $11M | +40% | 50k | 211.26 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $10M | -8% | 97k | 107.32 |
|
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $10M | +4% | 106k | 96.60 |
|
| Home Depot (HD) | 0.4 | $10M | -26% | 33k | 310.64 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $10M | +35% | 75k | 134.87 |
|
| Marriott Intl Cl A (MAR) | 0.4 | $9.8M | 54k | 183.69 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $9.4M | -35% | 23k | 407.29 |
|
| Fortinet (FTNT) | 0.3 | $9.3M | +118% | 123k | 75.59 |
|
| Servicenow (NOW) | 0.3 | $9.2M | +97% | 16k | 561.97 |
|
| Fiserv (FI) | 0.3 | $9.0M | 71k | 126.15 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $8.8M | -10% | 121k | 72.69 |
|
| Quanta Services (PWR) | 0.3 | $8.7M | -12% | 44k | 196.45 |
|
| Edwards Lifesciences (EW) | 0.3 | $8.7M | +118% | 92k | 94.33 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $8.5M | 197k | 43.20 |
|
|
| O'reilly Automotive (ORLY) | 0.3 | $8.2M | 8.6k | 955.35 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $8.2M | -6% | 23k | 351.90 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $8.1M | 174k | 46.39 |
|
|
| Hershey Company (HSY) | 0.3 | $7.5M | +2% | 30k | 249.70 |
|
| Kla Corp Com New (KLAC) | 0.3 | $7.5M | -11% | 16k | 485.01 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $7.2M | 132k | 54.80 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $7.2M | -7% | 30k | 243.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $7.2M | -16% | 50k | 145.44 |
|
| Johnson & Johnson (JNJ) | 0.3 | $7.1M | -2% | 43k | 165.52 |
|
| Fair Isaac Corporation (FICO) | 0.3 | $7.1M | -11% | 8.8k | 809.21 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $7.1M | 145k | 48.94 |
|
|
| Equinix (EQIX) | 0.3 | $7.0M | -5% | 8.9k | 783.90 |
|
| Liberty Media Corp Del Com Ser C Frmla (FWONK) | 0.3 | $6.9M | -12% | 91k | 75.28 |
|
| Copart (CPRT) | 0.3 | $6.9M | -15% | 75k | 91.21 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $6.6M | +14% | 101k | 65.44 |
|
| Palo Alto Networks (PANW) | 0.2 | $6.6M | +19% | 26k | 255.51 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $6.4M | 8.9k | 718.56 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $6.3M | +9% | 87k | 72.62 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $6.3M | 67k | 94.28 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $6.2M | 63k | 99.06 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.2M | +7% | 65k | 95.41 |
|
| Merck & Co (MRK) | 0.2 | $6.0M | -7% | 52k | 115.39 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.8M | 142k | 40.68 |
|
|
| W.W. Grainger (GWW) | 0.2 | $5.8M | +9062% | 7.3k | 788.59 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $5.7M | -2% | 114k | 50.22 |
|
| Cadence Design Systems (CDNS) | 0.2 | $5.6M | +31% | 24k | 234.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $5.6M | +4% | 34k | 162.43 |
|
| Kinsale Cap Group (KNSL) | 0.2 | $5.5M | +247050% | 15k | 374.20 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $5.4M | -4% | 238k | 22.90 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $5.4M | -3% | 12k | 460.38 |
|
| McKesson Corporation (MCK) | 0.2 | $5.4M | +661% | 13k | 427.31 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $5.3M | 65k | 82.11 |
|
|
| Pepsi (PEP) | 0.2 | $5.0M | 27k | 185.22 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.9M | +9% | 59k | 83.56 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $4.9M | -19% | 61k | 81.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.8M | 32k | 149.64 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $4.8M | 61k | 78.26 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.8M | 22k | 220.28 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $4.8M | 16k | 298.42 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $4.7M | 51k | 93.27 |
|
|
| Chevron Corporation (CVX) | 0.2 | $4.7M | -4% | 30k | 157.35 |
|
| Cintas Corporation (CTAS) | 0.2 | $4.7M | +6401% | 9.4k | 497.08 |
|
| Danaher Corporation (DHR) | 0.2 | $4.6M | +74% | 19k | 239.99 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $4.6M | +61% | 45k | 102.94 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $4.6M | +2419% | 23k | 197.73 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $4.6M | -10% | 60k | 75.57 |
|
| Abbvie (ABBV) | 0.2 | $4.5M | -5% | 34k | 134.73 |
|
| Paccar (PCAR) | 0.2 | $4.5M | +20275% | 54k | 83.65 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $4.5M | -9% | 45k | 99.76 |
|
| Broadcom (AVGO) | 0.2 | $4.4M | -11% | 5.1k | 867.46 |
|
| Zoetis Cl A (ZTS) | 0.2 | $4.4M | -39% | 26k | 172.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.4M | -5% | 25k | 178.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.4M | 16k | 282.96 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $4.3M | +25% | 8.5k | 507.23 |
|
| Walt Disney Company (DIS) | 0.2 | $4.3M | -7% | 48k | 89.28 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $4.2M | +5% | 31k | 138.38 |
|
| Hubspot (HUBS) | 0.2 | $4.2M | +7% | 7.9k | 532.11 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $4.2M | 40k | 104.04 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $4.1M | -7% | 68k | 61.01 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $4.0M | -41% | 8.5k | 470.59 |
|
| Paycom Software (PAYC) | 0.1 | $4.0M | 12k | 321.25 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $4.0M | +6% | 36k | 108.87 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $3.9M | +7% | 68k | 58.15 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $3.9M | +3% | 83k | 47.10 |
|
| Automatic Data Processing (ADP) | 0.1 | $3.9M | +479% | 18k | 219.79 |
|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.1 | $3.9M | -4% | 78k | 49.28 |
|
| Intuit (INTU) | 0.1 | $3.8M | +4% | 8.4k | 458.19 |
|
| Coca-Cola Company (KO) | 0.1 | $3.8M | 63k | 60.22 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $3.8M | -7% | 24k | 157.18 |
|
| AGCO Corporation (AGCO) | 0.1 | $3.8M | +2401% | 29k | 131.42 |
|
| Ready Cap Corp Com reit (RC) | 0.1 | $3.8M | -21% | 336k | 11.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.8M | +2% | 24k | 157.83 |
|
| Booking Holdings (BKNG) | 0.1 | $3.8M | -15% | 1.4k | 2699.53 |
|
| Workday Cl A (WDAY) | 0.1 | $3.8M | +512% | 17k | 225.89 |
|
| Deere & Company (DE) | 0.1 | $3.7M | 9.1k | 405.18 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $3.7M | +7% | 119k | 31.00 |
|
| Netflix (NFLX) | 0.1 | $3.7M | 8.3k | 440.52 |
|
|
| Boeing Company (BA) | 0.1 | $3.7M | -16% | 17k | 211.16 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.6M | +2% | 47k | 76.96 |
|
| Tractor Supply Company (TSCO) | 0.1 | $3.6M | +251% | 16k | 221.10 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.6M | -39% | 12k | 308.58 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $3.6M | -5% | 115k | 31.43 |
|
| Union Pacific Corporation (UNP) | 0.1 | $3.6M | +170% | 18k | 204.62 |
|
| Pfizer (PFE) | 0.1 | $3.5M | -5% | 96k | 36.68 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $3.5M | -4% | 108k | 32.54 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.5M | -6% | 32k | 109.02 |
|
| Flowserve Corporation (FLS) | 0.1 | $3.5M | +261044% | 94k | 37.15 |
|
| SYSCO Corporation (SYY) | 0.1 | $3.5M | +118% | 47k | 74.20 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $3.5M | 138k | 25.07 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $3.4M | 104k | 32.85 |
|
|
| Insulet Corporation (PODD) | 0.1 | $3.4M | +2622% | 12k | 288.34 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $3.4M | +23% | 91k | 37.69 |
|
| Synopsys (SNPS) | 0.1 | $3.4M | 7.8k | 435.43 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.4M | -2% | 20k | 169.81 |
|
| Oneok (OKE) | 0.1 | $3.4M | +33% | 55k | 61.72 |
|
| Patterson Companies (PDCO) | 0.1 | $3.3M | 101k | 33.26 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $3.3M | -3% | 23k | 144.25 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $3.3M | 29k | 114.95 |
|
|
| Tetra Tech (TTEK) | 0.1 | $3.3M | 20k | 163.74 |
|
|
| Ishares Tr Global Finls Etf (IXG) | 0.1 | $3.3M | +2% | 46k | 71.54 |
|
| Sealed Air (SEE) | 0.1 | $3.3M | +141068% | 82k | 40.00 |
|
| Dex (DXCM) | 0.1 | $3.3M | 25k | 128.51 |
|
|
| Choice Hotels International (CHH) | 0.1 | $3.2M | +21% | 27k | 117.52 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.1M | -2% | 61k | 51.53 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.1M | -5% | 19k | 165.40 |
|
| Iqvia Holdings (IQV) | 0.1 | $3.1M | 14k | 224.77 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.1M | -4% | 16k | 187.28 |
|
| Verizon Communications (VZ) | 0.1 | $3.0M | -3% | 82k | 37.19 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.0M | 41k | 73.03 |
|
|
| Mettler-Toledo International (MTD) | 0.1 | $3.0M | +114800% | 2.3k | 1311.83 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $3.0M | +4% | 25k | 120.02 |
|
| Bio-techne Corporation (TECH) | 0.1 | $3.0M | 37k | 81.63 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.0M | 30k | 97.84 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $2.9M | -5% | 1.4k | 2139.00 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.9M | +18% | 28k | 107.13 |
|
| FactSet Research Systems (FDS) | 0.1 | $2.9M | 7.3k | 400.67 |
|
|
| First Solar (FSLR) | 0.1 | $2.9M | +8456% | 15k | 190.09 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.9M | +681% | 136k | 21.04 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.8M | -61% | 5.8k | 488.95 |
|
| American Water Works (AWK) | 0.1 | $2.8M | 20k | 142.75 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.7M | -2% | 30k | 92.97 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.7M | 49k | 54.41 |
|
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $2.7M | 23k | 115.04 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.7M | -26% | 35k | 75.66 |
|
| Caterpillar (CAT) | 0.1 | $2.6M | -4% | 11k | 246.04 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.6M | +10% | 72k | 36.00 |
|
| Home Ban (HBCP) | 0.1 | $2.6M | 78k | 33.21 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $2.6M | +16176% | 4.9k | 527.66 |
|
| ResMed (RMD) | 0.1 | $2.6M | -7% | 12k | 218.50 |
|
| Moody's Corporation (MCO) | 0.1 | $2.5M | +4069% | 7.3k | 347.73 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.5M | 26k | 96.98 |
|
|
| Omega Healthcare Investors (OHI) | 0.1 | $2.5M | 82k | 30.69 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.5M | -8% | 81k | 30.93 |
|
| Nike CL B (NKE) | 0.1 | $2.5M | 23k | 110.37 |
|
|
| Halliburton Company (HAL) | 0.1 | $2.5M | +95% | 75k | 32.99 |
|
| Autoliv (ALV) | 0.1 | $2.5M | 29k | 85.04 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.4M | -6% | 117k | 20.89 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.4M | -67% | 7.0k | 343.86 |
|
| General Mills (GIS) | 0.1 | $2.4M | -68% | 31k | 76.70 |
|
| Waters Corporation (WAT) | 0.1 | $2.4M | NEW | 9.0k | 266.54 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | -2% | 24k | 97.96 |
|
| Trimble Navigation (TRMB) | 0.1 | $2.3M | +2747% | 44k | 52.94 |
|
| First Tr Exchange Traded First Tr Ta Hiyl (HYLS) | 0.1 | $2.3M | +129% | 59k | 39.63 |
|
| Uber Technologies (UBER) | 0.1 | $2.3M | +10% | 54k | 43.17 |
|
| Vista Oil Gas Sab De Cv Sponsored Ads (VIST) | 0.1 | $2.3M | -6% | 96k | 24.12 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.3M | -9% | 19k | 122.58 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.3M | -9% | 80k | 28.69 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $2.3M | 12k | 196.38 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.3M | 30k | 75.00 |
|
|
| First Tr Exchange Traded Cap Strength Etf (FTCS) | 0.1 | $2.3M | -8% | 30k | 75.08 |
|
| First Tr Exchange Traded Limited Duration (FSIG) | 0.1 | $2.3M | +5% | 121k | 18.62 |
|
| International Business Machines (IBM) | 0.1 | $2.2M | -3% | 17k | 133.81 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.2M | 21k | 106.07 |
|
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $2.2M | 20k | 108.31 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.1 | $2.1M | +160% | 62k | 34.22 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $2.1M | 92k | 22.82 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $2.1M | +1228% | 17k | 120.25 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.1M | -3% | 53k | 39.56 |
|
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $2.0M | 33k | 62.32 |
|
|
| Lowe's Companies (LOW) | 0.1 | $2.0M | 9.1k | 225.70 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.0M | +3% | 17k | 116.67 |
|
| Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) | 0.1 | $2.0M | +14% | 55k | 36.67 |
|
| Philip Morris International (PM) | 0.1 | $2.0M | 21k | 97.62 |
|
|
| On Assignment (ASGN) | 0.1 | $2.0M | NEW | 27k | 75.63 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.0M | +8% | 31k | 64.60 |
|
| Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $2.0M | 65k | 30.57 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $2.0M | +112% | 12k | 158.56 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $1.9M | +13% | 68k | 28.31 |
|
| Honeywell International (HON) | 0.1 | $1.9M | 9.3k | 207.51 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $1.9M | +83% | 67k | 28.74 |
|
| Jabil Circuit (JBL) | 0.1 | $1.9M | 18k | 107.93 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.9M | -4% | 36k | 52.37 |
|
| Applied Materials (AMAT) | 0.1 | $1.9M | 13k | 144.54 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.9M | +5% | 23k | 84.17 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.9M | +106% | 12k | 152.25 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.9M | -5% | 16k | 119.09 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.9M | +27% | 25k | 75.23 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $1.9M | 79k | 23.60 |
|
|
| ConocoPhillips (COP) | 0.1 | $1.9M | -3% | 18k | 103.61 |
|
| American Tower Reit (AMT) | 0.1 | $1.8M | -9% | 9.3k | 193.95 |
|
Past Filings by Spire Wealth Management
SEC 13F filings are viewable for Spire Wealth Management going back to 2021
- 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