Spire Wealth Management

Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Spire Wealth Management

Companies in the Spire Wealth Management portfolio as of the March 2021 quarterly 13F filing

Spire Wealth Management has 2972 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.7 $137M 1.1M 120.14
Amazon (AMZN) 2.9 $108M 35k 3048.82
Ishares Tr Core S&p500 Etf (IVV) 2.7 $102M 257k 397.02
Microsoft Corporation (MSFT) 1.9 $73M 312k 232.19
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.7 $62M 1.2M 51.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $50M 136k 368.58
Mastercard Incorporated Cl A (MA) 1.2 $46M 130k 355.75
Alphabet Cap Stk Cl A (GOOGL) 1.2 $44M 22k 2046.33
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $42M 369k 113.50
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $40M 114k 351.10
Visa Com Cl A (V) 1.0 $38M 183k 208.17
Facebook Cl A (FB) 1.0 $38M 129k 291.79
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.0 $36M 679k 52.76
JPMorgan Chase & Co. (JPM) 0.9 $34M 224k 151.42

Setup an alert

Spire Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $34M 130k 259.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $33M 128k 254.47
Home Depot (HD) 0.8 $31M 102k 301.34
Fidelity Covington Trust Total Bd Etf (FBND) 0.8 $30M 569k 52.33
Invesco Actively Managed Etf Total Return (GTO) 0.8 $30M 527k 55.93
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.8 $29M 724k 40.16
NVIDIA Corporation (NVDA) 0.7 $28M 52k 531.55
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $27M 189k 141.41
Costco Wholesale Corporation (COST) 0.7 $26M 76k 348.23
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.7 $26M 334k 78.76
Nextera Energy (NEE) 0.7 $26M 347k 75.08
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $25M 234k 108.74
Ishares Core Msci Emkt (IEMG) 0.7 $25M 385k 64.34
Select Sector Spdr Tr Communication (XLC) 0.7 $25M 337k 73.19
Netflix (NFLX) 0.7 $25M 47k 519.92
Nike CL B (NKE) 0.6 $24M 180k 132.66
Walt Disney Company (DIS) 0.6 $24M 128k 183.69
Ishares Tr Tips Bd Etf (TIP) 0.6 $23M 183k 127.15
Vanguard World Fds Consum Dis Etf (VCR) 0.6 $22M 77k 287.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $22M 189k 116.33
Ishares Tr Msci Acwi Ex Us (ACWX) 0.6 $21M 383k 55.18
Union Pacific Corporation (UNP) 0.5 $20M 90k 219.81
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $20M 579k 33.87
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.5 $20M 210k 93.20
UnitedHealth (UNH) 0.5 $20M 53k 368.70
First Tr Value Line Divid In SHS (FVD) 0.5 $19M 512k 37.79
Alphabet Cap Stk Cl C (GOOG) 0.5 $19M 9.1k 2091.22
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $19M 369k 50.84
Vanguard Index Fds Value Etf (VTV) 0.5 $18M 139k 131.51
American Tower Reit (AMT) 0.5 $18M 76k 236.99
Ishares Tr Core Msci Eafe (IEFA) 0.5 $18M 250k 72.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $18M 276k 65.23
Paypal Holdings (PYPL) 0.5 $18M 76k 234.12
Charles River Laboratories (CRL) 0.5 $18M 61k 288.70
Asml Holding N V N Y Registry Shs (ASML) 0.5 $18M 29k 614.98
Starbucks Corporation (SBUX) 0.5 $18M 162k 108.54
Wal-Mart Stores (WMT) 0.5 $18M 134k 131.03
Global Payments (GPN) 0.5 $17M 86k 200.95
Caterpillar (CAT) 0.4 $17M 73k 230.15
Abbott Laboratories (ABT) 0.4 $17M 145k 115.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $16M 264k 61.63
Dollar General (DG) 0.4 $16M 82k 196.17
Charter Communications Inc N Cl A (CHTR) 0.4 $16M 26k 615.36
Innovative Industria A (IIPR) 0.4 $15M 83k 179.41
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $15M 218k 67.86
Nasdaq Omx (NDAQ) 0.4 $15M 100k 146.87
CoStar (CSGP) 0.4 $15M 18k 818.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $14M 323k 44.15
Bank of America Corporation (BAC) 0.4 $14M 370k 38.52
Kla Corp Com New (KLAC) 0.4 $14M 43k 329.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $14M 57k 242.99
Ishares Tr Msci Eafe Etf (EFA) 0.4 $14M 184k 75.88
Skyworks Solutions (SWKS) 0.4 $14M 75k 182.49
BlackRock (BLK) 0.4 $14M 18k 750.12
Target Corporation (TGT) 0.4 $13M 71k 189.73
Topbuild (BLD) 0.4 $13M 64k 208.68
Tesla Motors (TSLA) 0.4 $13M 21k 652.93
Novanta (NOVT) 0.4 $13M 101k 131.36
Johnson & Johnson (JNJ) 0.4 $13M 88k 150.92
Xpo Logistics Inc equity (XPO) 0.3 $13M 107k 122.78
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $13M 127k 102.97
R1 Rcm (RCM) 0.3 $13M 533k 24.58
Lauder Estee Cos Cl A (EL) 0.3 $13M 45k 289.83
Procter & Gamble Company (PG) 0.3 $13M 97k 133.08
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $13M 497k 25.99
Pulte (PHM) 0.3 $13M 247k 52.20
Honeywell International (HON) 0.3 $13M 59k 216.90
Micron Technology (MU) 0.3 $13M 147k 87.64
American Water Works (AWK) 0.3 $13M 86k 149.30
McKesson Corporation (MCK) 0.3 $13M 65k 194.17
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $12M 93k 133.75
Stellantis SHS (STLA) 0.3 $12M 696k 17.74
Intuitive Surgical Com New 0.3 $12M 17k 735.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $12M 38k 318.75
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $12M 111k 108.69
Darling International (DAR) 0.3 $12M 159k 73.38
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $11M 129k 88.10
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $11M 50k 221.08
Spdr Ser Tr S&p Homebuild (XHB) 0.3 $11M 156k 70.28
Lam Research Corporation (LRCX) 0.3 $11M 19k 591.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $11M 118k 92.52
Allstate Corporation (ALL) 0.3 $11M 95k 114.19
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $11M 124k 86.31
Quanta Services (PWR) 0.3 $11M 122k 87.54
Verizon Communications (VZ) 0.3 $11M 199k 53.54
Ishares Tr Phlx Semicnd Etf (SOXX) 0.3 $10M 25k 423.44
Marriott Intl Cl A (MAR) 0.3 $10M 70k 147.98
Zebra Technologies Corporati Cl A (ZBRA) 0.3 $10M 21k 481.92
Select Sector Spdr Tr Technology (XLK) 0.3 $10M 78k 130.36
Spdr Ser Tr S&p Biotech (XBI) 0.3 $10M 75k 134.88
Vulcan Materials Company (VMC) 0.3 $10M 60k 168.04
At&t (T) 0.3 $10M 336k 29.65
First Tr Exchange Traded Cloud Computing (SKYY) 0.3 $9.8M 103k 95.67
Pfizer (PFE) 0.3 $9.7M 270k 36.09
Agilent Technologies Inc C ommon (A) 0.3 $9.7M 77k 126.24
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $9.7M 140k 69.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $9.6M 125k 77.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $9.1M 95k 96.03
Abbvie (ABBV) 0.2 $8.8M 85k 103.71
Cummins (CMI) 0.2 $8.8M 34k 257.26
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $8.4M 53k 160.19
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $8.3M 58k 144.33
SVB Financial (SIVB) 0.2 $8.3M 17k 492.44
Sherwin-Williams Company (SHW) 0.2 $8.2M 12k 691.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $7.8M 40k 195.93
Wisdomtree Tr Cloud Computng (WCLD) 0.2 $7.8M 162k 48.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $7.7M 71k 107.82
salesforce (CRM) 0.2 $7.6M 37k 205.33
Ishares Tr Core Total Usd (IUSB) 0.2 $7.5M 143k 52.91
Shopify Cl A (SHOP) 0.2 $7.5M 6.7k 1111.52
Ishares Tr Eafe Value Etf (EFV) 0.2 $7.5M 146k 51.24
Best Buy (BBY) 0.2 $7.4M 65k 114.06
Cbre Group Cl A (CBRE) 0.2 $7.3M 93k 78.55
Rockwell Automation (ROK) 0.2 $7.3M 28k 263.38
Pepsi (PEP) 0.2 $6.9M 54k 127.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $6.8M 125k 54.64
Ishares Tr Ibonds Dec2022 (IBMK) 0.2 $6.8M 258k 26.34
Chevron Corporation (CVX) 0.2 $6.7M 65k 102.53
McDonald's Corporation (MCD) 0.2 $6.7M 31k 215.98
Exchange Listed Fds Tr Corbett Road Tac 0.2 $6.5M 255k 25.65
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $6.5M 197k 32.96
Adobe Systems Incorporated (ADBE) 0.2 $6.5M 15k 441.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $6.4M 75k 86.22
Lockheed Martin Corporation (LMT) 0.2 $6.4M 18k 354.41
Spdr Gold Tr Gold Shs (GLD) 0.2 $6.4M 41k 155.29
Boeing Company (BA) 0.2 $6.3M 25k 251.78
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $6.1M 61k 101.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $6.0M 17k 361.68
Merck & Co (MRK) 0.2 $5.9M 79k 74.75
Exxon Mobil Corporation (XOM) 0.2 $5.9M 115k 51.41
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $5.9M 29k 200.17
Ishares Tr National Mun Etf (MUB) 0.2 $5.8M 50k 116.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $5.6M 103k 54.68
Zoetis Cl A (ZTS) 0.1 $5.6M 38k 146.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $5.5M 55k 101.46
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $5.5M 57k 96.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.5M 74k 73.49
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $5.4M 97k 56.41
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $5.4M 94k 58.12
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $5.3M 24k 218.80
Amgen (AMGN) 0.1 $5.3M 23k 231.54
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $5.2M 128k 40.73
First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $5.2M 50k 104.38
Raytheon Technologies Corp (RTX) 0.1 $5.1M 66k 77.47
Broadcom (AVGO) 0.1 $5.1M 12k 438.61
Ishares Tr Trans Avg Etf (IYT) 0.1 $5.0M 19k 257.28
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $5.0M 112k 44.64
Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) 0.1 $4.9M 215k 23.06
Ishares Tr Mbs Etf (MBB) 0.1 $4.8M 55k 88.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $4.8M 61k 79.66
Blackstone Group Inc Com Cl A (BX) 0.1 $4.8M 65k 74.45
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $4.8M 35k 136.38
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $4.7M 106k 44.18
Cisco Systems (CSCO) 0.1 $4.7M 91k 51.84
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.1 $4.7M 138k 33.78
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $4.6M 59k 78.70
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $4.6M 36k 127.83
Airbnb Com Cl A (ABNB) 0.1 $4.3M 23k 187.08
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $4.3M 456k 9.46
Dominion Resources (D) 0.1 $4.3M 57k 75.93
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $4.2M 84k 50.40
Coca-Cola Company (KO) 0.1 $4.2M 89k 46.96
Ishares Tr Msci Usa Value (VLUE) 0.1 $4.1M 40k 103.18
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $4.1M 36k 114.02
Ishares Tr Global Tech Etf (IXN) 0.1 $4.0M 13k 309.40
Palo Alto Networks (PANW) 0.1 $4.0M 12k 323.29
Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.0M 21k 192.28
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $4.0M 12k 327.42
Intel Corporation (INTC) 0.1 $4.0M 63k 63.22
Lululemon Athletica (LULU) 0.1 $3.9M 13k 298.62
International Business Machines (IBM) 0.1 $3.9M 29k 133.55
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.8M 17k 223.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $3.8M 46k 82.69
Comcast Corp Cl A (CMCSA) 0.1 $3.7M 69k 53.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $3.7M 68k 53.95
Bristol Myers Squibb (BMY) 0.1 $3.6M 68k 53.22
Goldman Sachs (GS) 0.1 $3.6M 11k 325.51
Medtronic SHS (MDT) 0.1 $3.6M 30k 117.58
Norfolk Southern (NSC) 0.1 $3.5M 13k 267.99
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $3.5M 29k 121.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.5M 23k 151.62
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $3.5M 59k 59.97
Chipotle Mexican Grill (CMG) 0.1 $3.5M 2.5k 1426.14
Ark Etf Tr Innovation Etf (ARKK) 0.1 $3.5M 31k 112.94
Madison Covered Call Eq Strat (MCN) 0.1 $3.5M 465k 7.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.5M 25k 141.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $3.5M 26k 134.91
Apollo Global Mgmt Com Cl A (APO) 0.1 $3.4M 73k 46.77
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $3.4M 126k 26.76
Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.3M 12k 276.91
Zoom Video Communications In Cl A (ZM) 0.1 $3.3M 10k 320.14
Altria (MO) 0.1 $3.3M 65k 51.20
Doubleline Opportunistic Cr (DBL) 0.1 $3.3M 165k 19.74
Home Ban (HBCP) 0.1 $3.3M 91k 35.73
Servicenow (NOW) 0.1 $3.2M 6.5k 497.68
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $3.2M 47k 68.75
3M Company (MMM) 0.1 $3.2M 17k 186.10
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $3.1M 35k 89.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.1M 41k 73.94
Danaher Corporation (DHR) 0.1 $3.0M 14k 225.04
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $3.0M 128k 23.54
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.1 $3.0M 110k 26.87
Charles Schwab Corporation (SCHW) 0.1 $2.9M 45k 64.61
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.9M 30k 97.29
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.9M 38k 76.36
Lowe's Companies (LOW) 0.1 $2.8M 15k 188.98
Dupont De Nemours (DD) 0.1 $2.8M 37k 77.35
General Mills (GIS) 0.1 $2.8M 46k 61.31
First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $2.8M 27k 103.27
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $2.8M 38k 74.03
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $2.8M 39k 70.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.8M 5.8k 476.32
Oracle Corporation (ORCL) 0.1 $2.8M 39k 69.96
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.7M 24k 116.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.7M 23k 118.02
Eli Lilly & Co. (LLY) 0.1 $2.7M 15k 186.37
Duke Energy Corp Com New (DUK) 0.1 $2.7M 28k 95.57
Natixis Etf Tr Loomis Sayles (LSST) 0.1 $2.7M 106k 25.21
Southern Company (SO) 0.1 $2.6M 43k 61.61
First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $2.6M 46k 56.65
Consolidated Edison (ED) 0.1 $2.6M 35k 74.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.6M 33k 80.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.6M 12k 211.45
MDU Resources (MDU) 0.1 $2.6M 82k 31.62
Enterprise Products Partners (EPD) 0.1 $2.5M 114k 22.15
Twilio Cl A (TWLO) 0.1 $2.5M 7.5k 335.93
Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.5M 34k 73.81
Ishares Tr Select Divid Etf (DVY) 0.1 $2.5M 22k 113.76
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.1 $2.5M 106k 23.35
Philip Morris International (PM) 0.1 $2.4M 27k 89.07
Docusign (DOCU) 0.1 $2.4M 12k 202.41
Qualcomm (QCOM) 0.1 $2.4M 24k 99.12
ViaSat (VSAT) 0.1 $2.4M 49k 48.32
Square Cl A (SQ) 0.1 $2.4M 11k 225.75
BlackRock Global Opportunities Equity Tr (BOE) 0.1 $2.3M 204k 11.49
Fiserv (FISV) 0.1 $2.3M 20k 119.24

Past Filings by Spire Wealth Management

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