Spire Wealth Management
Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, MSFT, NVDA, VGT, and represent 15.49% of Spire Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$25M), VO (+$5.7M), ALLE (+$5.4M), MCHP (+$5.4M), WMT (+$5.3M), ITW (+$5.3M), UNP (+$5.1M), DYNF, ROK, SNA.
- Started 87 new stock positions in FMAT, DJTWW, XMHQ, HYGV, BUG, AMRX, SOTK, GATX, ADN, SKYW.
- Reduced shares in these 10 stocks: JPST (-$56M), DOV (-$6.6M), AAPL (-$6.5M), VGSH (-$6.4M), BRK.A (-$6.3M), SHW (-$6.1M), SEE (-$5.9M), IVV (-$5.7M), TSCO (-$5.6M), TECH.
- Sold out of its positions in AMCX, AEF, AFRM, ALG, Alteryx, ATUS, UHAL, AMPH, ARW, Auddia.
- Spire Wealth Management was a net seller of stock by $-72M.
- Spire Wealth Management has $3.1B in assets under management (AUM), dropping by 2.16%.
- Central Index Key (CIK): 0001858740
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Portfolio Holdings for Spire Wealth Management
Spire Wealth Management holds 2299 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Spire Wealth Management has 2299 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Spire Wealth Management March 31, 2024 positions
- Download the Spire Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $147M | -3% | 279k | 525.73 |
|
| Apple (AAPL) | 3.2 | $100M | -6% | 584k | 171.48 |
|
| Microsoft Corporation (MSFT) | 2.6 | $82M | -3% | 195k | 420.72 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $75M | -3% | 83k | 903.56 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 2.4 | $75M | 143k | 524.34 |
|
|
| Amazon (AMZN) | 2.2 | $67M | 370k | 180.38 |
|
|
| Spdr S P 500 Etf Tr Tr Unit (SPY) | 1.4 | $45M | -2% | 85k | 523.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $40M | 266k | 150.93 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 1.2 | $36M | 856k | 42.12 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $35M | 355k | 97.94 |
|
|
| Meta Platforms Cl A (META) | 1.0 | $32M | -2% | 66k | 485.58 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $31M | -3% | 212k | 147.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $31M | +401% | 511k | 60.74 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.0 | $30M | 688k | 43.60 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $30M | +8% | 158k | 186.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $28M | 58k | 481.57 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $28M | +2% | 134k | 208.27 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $27M | 601k | 45.31 |
|
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.9 | $27M | 577k | 46.81 |
|
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.9 | $27M | 798k | 33.74 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.8 | $26M | 315k | 81.66 |
|
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $25M | +5% | 200k | 125.96 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.8 | $25M | -69% | 493k | 50.45 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $25M | 32k | 777.95 |
|
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.8 | $24M | 76k | 317.73 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $23M | -9% | 32k | 732.62 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $22M | +2% | 109k | 200.30 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $22M | -2% | 422k | 51.60 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.7 | $21M | +2% | 398k | 53.39 |
|
| First Trust Low Duration Opportunities ETF Etf (LMBS) | 0.7 | $21M | 439.00 | 48250.57 |
|
|
| Visa Com Cl A (V) | 0.7 | $21M | -9% | 74k | 279.08 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $20M | -24% | 343k | 58.07 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $20M | 262k | 74.22 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $19M | +12% | 226k | 84.44 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $19M | 117k | 162.86 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $19M | +21% | 407k | 45.59 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $18M | +16% | 38k | 480.69 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $18M | 153k | 117.21 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $18M | +8% | 306k | 57.86 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $18M | 52k | 337.05 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $17M | -9% | 40k | 420.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $16M | -13% | 102k | 152.26 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $15M | +3% | 167k | 89.67 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $15M | +9% | 33k | 444.01 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $14M | 250k | 56.98 |
|
|
| Home Depot (HD) | 0.5 | $14M | +5% | 37k | 383.60 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.5 | $14M | -13% | 136k | 103.79 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $14M | -2% | 118k | 116.24 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $14M | -8% | 269k | 50.69 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $13M | 113k | 110.52 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $12M | -19% | 75k | 164.35 |
|
| salesforce (CRM) | 0.4 | $12M | 40k | 301.18 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $12M | -3% | 152k | 79.86 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $12M | +8% | 128k | 94.41 |
|
| Linde (LIN) | 0.4 | $12M | +8% | 26.00 | 464307.69 |
|
| UnitedHealth (UNH) | 0.4 | $12M | +9% | 24.00 | 494708.33 |
|
| Monster Beverage Corp (MNST) | 0.4 | $12M | +6% | 197.00 | 59279.19 |
|
| Marriott Intl Cl A (MAR) | 0.4 | $12M | -8% | 46k | 252.31 |
|
| Uber Technologies (UBER) | 0.4 | $12M | +16% | 152k | 76.99 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $12M | 85k | 135.06 |
|
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.4 | $11M | 216k | 50.38 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.4 | $11M | -24% | 257k | 42.23 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $11M | 101k | 107.41 |
|
|
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.3 | $11M | +8% | 114k | 94.66 |
|
| Procter & Gamble Company (PG) | 0.3 | $11M | +4% | 65.00 | 162246.15 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $10M | -2% | 205k | 50.10 |
|
| Fiserv (FI) | 0.3 | $10M | +12% | 63k | 159.82 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $10M | -8% | 132k | 76.36 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $9.9M | +2% | 182k | 54.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $9.8M | 43k | 228.59 |
|
|
| Pepsi (PEP) | 0.3 | $9.6M | 55k | 175.01 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $9.3M | -15% | 32k | 288.03 |
|
| Arista Networks (ANET) | 0.3 | $9.2M | -11% | 32k | 289.98 |
|
| Kla Corp Com New (KLAC) | 0.3 | $9.2M | -5% | 13k | 698.58 |
|
| Servicenow (NOW) | 0.3 | $9.0M | +2% | 12k | 762.40 |
|
| Cadence Design Systems (CDNS) | 0.3 | $8.9M | 29k | 311.28 |
|
|
| Nextera Energy (NEE) | 0.3 | $8.9M | 139k | 63.91 |
|
|
| Builders FirstSource (BLDR) | 0.3 | $8.8M | +25% | 42k | 208.55 |
|
| Danaher Corporation (DHR) | 0.3 | $8.8M | 35k | 249.72 |
|
|
| McKesson Corporation (MCK) | 0.3 | $8.6M | 16k | 536.84 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $8.5M | -12% | 156k | 54.40 |
|
| Paccar (PCAR) | 0.3 | $8.5M | 68k | 123.89 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $8.4M | -2% | 20k | 418.01 |
|
| Coca-Cola Company (KO) | 0.3 | $8.3M | 136k | 61.18 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $8.3M | 133k | 62.34 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $8.2M | -23% | 112k | 72.63 |
|
| W.W. Grainger (GWW) | 0.3 | $8.1M | +2% | 8.0k | 1017.34 |
|
| S&p Global (SPGI) | 0.3 | $8.1M | +3% | 19k | 425.44 |
|
| Floor Decor Hldgs Cl A (FND) | 0.3 | $8.0M | +30% | 62k | 129.62 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $8.0M | +2% | 99k | 80.63 |
|
| Tesla Motors (TSLA) | 0.3 | $7.9M | -16% | 45k | 175.79 |
|
| O'reilly Automotive (ORLY) | 0.3 | $7.9M | +3% | 7.0k | 1128.93 |
|
| Cintas Corporation (CTAS) | 0.3 | $7.8M | +2% | 11k | 687.06 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $7.7M | 76k | 101.41 |
|
|
| Quanta Services (PWR) | 0.2 | $7.7M | -13% | 30k | 259.80 |
|
| General Mills (GIS) | 0.2 | $7.6M | 109k | 69.97 |
|
|
| Edwards Lifesciences (EW) | 0.2 | $7.6M | 80k | 95.56 |
|
|
| Kinsale Cap Group (KNSL) | 0.2 | $7.6M | 15k | 524.75 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $7.5M | -3% | 27k | 284.13 |
|
| Wal-Mart Stores (WMT) | 0.2 | $7.5M | +236% | 125k | 60.17 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $7.5M | -8% | 24k | 320.60 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $7.4M | 41k | 182.61 |
|
|
| Fair Isaac Corporation (FICO) | 0.2 | $7.4M | -5% | 5.9k | 1249.61 |
|
| Netflix (NFLX) | 0.2 | $7.3M | +14% | 12k | 607.33 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $7.2M | +79% | 14k | 504.61 |
|
| Copart (CPRT) | 0.2 | $7.1M | 123k | 57.92 |
|
|
| Merck & Co (MRK) | 0.2 | $7.0M | 53k | 131.95 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $7.0M | +443% | 28k | 249.86 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $7.0M | -2% | 48k | 145.51 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $6.9M | +5% | 27k | 259.90 |
|
| Zoetis Cl A (ZTS) | 0.2 | $6.9M | +59% | 41k | 169.21 |
|
| Equinix (EQIX) | 0.2 | $6.8M | 8.2k | 825.30 |
|
|
| Broadcom (AVGO) | 0.2 | $6.7M | 5.1k | 1325.44 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $6.7M | +320% | 27k | 245.93 |
|
| Automatic Data Processing (ADP) | 0.2 | $6.6M | 27k | 249.74 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $6.6M | +12% | 85k | 77.52 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $6.6M | +103% | 30k | 219.31 |
|
| Mettler-Toledo International (MTD) | 0.2 | $6.5M | 4.9k | 1331.29 |
|
|
| Atkore Intl (ATKR) | 0.2 | $6.4M | 34k | 190.36 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $6.3M | -3% | 151k | 41.77 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $6.3M | 70k | 90.05 |
|
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| Gra (GGG) | 0.2 | $6.3M | 67k | 93.46 |
|
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| IDEX Corporation (IEX) | 0.2 | $6.2M | 25k | 244.02 |
|
|
| Schlumberger Com Stk (SLB) | 0.2 | $6.2M | 112k | 54.81 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $6.1M | +675% | 23k | 268.33 |
|
| Darden Restaurants (DRI) | 0.2 | $6.1M | 36k | 167.15 |
|
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| CSX Corporation (CSX) | 0.2 | $5.9M | -2% | 159k | 37.07 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $5.9M | +247% | 26k | 225.92 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $5.9M | 66k | 88.42 |
|
|
| AGCO Corporation (AGCO) | 0.2 | $5.8M | 47k | 123.02 |
|
|
| IDEXX Laboratories (IDXX) | 0.2 | $5.8M | -19% | 11k | 539.91 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.7M | 17k | 344.21 |
|
|
| Two Rds Shared Tr Leasershs Alphaf (LSAT) | 0.2 | $5.7M | 148k | 38.80 |
|
|
| Cisco Systems (CSCO) | 0.2 | $5.7M | +5% | 114k | 49.91 |
|
| Microchip Technology (MCHP) | 0.2 | $5.6M | +2083% | 63k | 89.71 |
|
| Johnson & Johnson (JNJ) | 0.2 | $5.6M | 35k | 158.19 |
|
|
| Walt Disney Company (DIS) | 0.2 | $5.6M | 46k | 122.36 |
|
|
| Analog Devices (ADI) | 0.2 | $5.6M | 28k | 197.79 |
|
|
| CF Industries Holdings (CF) | 0.2 | $5.5M | 67k | 83.21 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $5.5M | +34% | 262k | 21.15 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $5.5M | 84k | 65.65 |
|
|
| Keysight Technologies (KEYS) | 0.2 | $5.5M | -2% | 35k | 156.38 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $5.5M | 108k | 50.60 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $5.5M | +5% | 59k | 92.42 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $5.5M | 61k | 90.44 |
|
|
| Allegion Ord Shs (ALLE) | 0.2 | $5.5M | +20129% | 41k | 134.71 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $5.4M | +30% | 154k | 34.88 |
|
| Halliburton Company (HAL) | 0.2 | $5.3M | +4% | 135k | 39.42 |
|
| ResMed (RMD) | 0.2 | $5.3M | -22% | 27k | 198.03 |
|
| Leuthold Fds Core Etf (LCR) | 0.2 | $5.3M | -2% | 156k | 33.74 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $5.3M | +11% | 23k | 224.99 |
|
| FactSet Research Systems (FDS) | 0.2 | $5.2M | 12k | 454.39 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $5.2M | -2% | 19k | 281.95 |
|
| Te Connectivity SHS (TEL) | 0.2 | $5.2M | 36k | 145.24 |
|
|
| Chevron Corporation (CVX) | 0.2 | $5.2M | +2% | 33k | 157.74 |
|
| Caterpillar (CAT) | 0.2 | $5.1M | 14k | 366.42 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.1M | +3% | 59k | 86.48 |
|
| Abbvie (ABBV) | 0.2 | $5.0M | -9% | 27k | 182.10 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $4.9M | -7% | 67k | 73.15 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $4.8M | 31k | 155.91 |
|
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $4.8M | NEW | 109k | 44.40 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $4.8M | +17% | 23k | 210.30 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $4.7M | 50k | 94.62 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.7M | +2% | 28k | 169.37 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $4.7M | -38% | 26k | 183.89 |
|
| Rockwell Automation (ROK) | 0.2 | $4.7M | +3028% | 16k | 291.34 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $4.7M | +2% | 45k | 103.79 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $4.6M | 117k | 39.53 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $4.6M | -11% | 55k | 83.58 |
|
| Eaton Corp SHS (ETN) | 0.1 | $4.6M | -2% | 15k | 312.68 |
|
| Paycom Software (PAYC) | 0.1 | $4.5M | 23k | 199.01 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.3M | -7% | 9.5k | 454.88 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.3M | +82% | 134k | 32.23 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $4.3M | +5% | 39k | 110.54 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.3M | +6% | 12k | 346.60 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $4.3M | -4% | 55k | 77.31 |
|
| Snap-on Incorporated (SNA) | 0.1 | $4.2M | +13691% | 14k | 296.21 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.2M | -2% | 24k | 179.11 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $4.2M | 40k | 104.73 |
|
|
| ON Semiconductor (ON) | 0.1 | $4.2M | 57k | 73.55 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.2M | -4% | 54k | 76.67 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.1M | 31k | 131.37 |
|
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| Starbucks Corporation (SBUX) | 0.1 | $4.1M | 45k | 91.39 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $4.0M | -5% | 111k | 35.84 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $4.0M | +2% | 108k | 36.75 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.9M | -6% | 45k | 87.23 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.5M | 18k | 191.88 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $3.5M | +11% | 73k | 47.89 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.4M | 40k | 84.09 |
|
|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.1 | $3.3M | 68k | 49.05 |
|
|
| Applied Materials (AMAT) | 0.1 | $3.3M | -5% | 16k | 206.23 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $3.3M | -10% | 36k | 91.80 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $3.3M | 130k | 25.17 |
|
|
| Verizon Communications (VZ) | 0.1 | $3.2M | +2% | 77k | 41.96 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.1M | -8% | 53k | 58.06 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.1M | +8% | 82k | 37.92 |
|
| Home Ban (HBCP) | 0.1 | $3.1M | 80k | 38.31 |
|
|
| International Business Machines (IBM) | 0.1 | $3.0M | 16k | 190.96 |
|
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $2.9M | 22k | 134.82 |
|
|
| Microstrategy Cl A New (MSTR) | 0.1 | $2.9M | -39% | 1.7k | 1704.56 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.9M | +3% | 7.3k | 397.76 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.9M | +12% | 26k | 110.50 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.9M | -42% | 35k | 81.78 |
|
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $2.9M | +10% | 32k | 89.29 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.8M | -4% | 25k | 113.66 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.8M | -19% | 28k | 100.54 |
|
| Lowe's Companies (LOW) | 0.1 | $2.8M | 11k | 254.72 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $2.8M | -20% | 957.00 | 2906.49 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.7M | +4% | 71k | 38.88 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.7M | +7% | 15k | 175.26 |
|
| Pfizer (PFE) | 0.1 | $2.6M | 95k | 27.75 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.6M | 13k | 205.72 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $2.6M | +6% | 13k | 195.11 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.6M | +15% | 43k | 61.53 |
|
| Boeing Company (BA) | 0.1 | $2.6M | +3% | 13k | 192.99 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $2.5M | +9% | 94k | 27.19 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $2.5M | -3% | 145k | 17.30 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.5M | 27k | 91.25 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.1 | $2.5M | 65k | 37.98 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $2.5M | 99k | 25.06 |
|
|
| Omega Healthcare Investors (OHI) | 0.1 | $2.5M | 78k | 31.67 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.4M | +4% | 19k | 125.61 |
|
| Intuit (INTU) | 0.1 | $2.4M | +20% | 3.7k | 650.03 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.4M | +2% | 41k | 58.65 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.4M | +7% | 55k | 43.35 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $2.4M | 25k | 92.89 |
|
|
| Goldman Sachs (GS) | 0.1 | $2.3M | +4% | 5.6k | 417.65 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.3M | -2% | 17k | 131.24 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $2.3M | 24k | 93.15 |
|
|
| Intel Corporation (INTC) | 0.1 | $2.3M | +9% | 51k | 44.17 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $2.3M | -4% | 272k | 8.29 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.1 | $2.2M | +5% | 17k | 134.03 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $2.2M | +4% | 23k | 95.60 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.2M | +60% | 17k | 131.93 |
|
| ConocoPhillips (COP) | 0.1 | $2.2M | -5% | 17k | 127.28 |
|
| Lululemon Athletica (LULU) | 0.1 | $2.2M | +12% | 5.6k | 390.65 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $2.2M | -10% | 95k | 22.77 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.2M | +13% | 28k | 77.17 |
|
| Strategy Ns 7handl Idx (HNDL) | 0.1 | $2.2M | 102k | 21.21 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $2.1M | -10% | 19k | 115.77 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.1M | +5% | 35k | 62.06 |
|
| Amgen (AMGN) | 0.1 | $2.1M | 7.5k | 284.30 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | 5.3k | 399.10 |
|
|
| BlackRock (BLK) | 0.1 | $2.1M | 2.5k | 833.64 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.1M | +55% | 35k | 60.30 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $2.1M | 19k | 109.59 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.1M | +2% | 51k | 41.08 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.1M | +3% | 17k | 120.99 |
|
| Qualcomm (QCOM) | 0.1 | $2.1M | +13% | 12k | 169.30 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $2.0M | +5% | 35k | 57.70 |
|
Past Filings by Spire Wealth Management
SEC 13F filings are viewable for Spire Wealth Management going back to 2021
- 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