Spire Wealth Management Portfolio Holdings
Spire Wealth Management
- $3.01 Billion
- Q1 2024
Spire Wealth Management has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.01 Billion distributed in 2367 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $147M, Apple Inc. with a value of $100M, Microsoft Corp with a value of $81.9M, Nvidia Corp with a value of $75.1M, and Vanguard Information Technolog with a value of $74.9M.
Examining the 13F form we can see an increase of $120M in the current position value, from $2.89B to 3.01B.
Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.01 Billion
ETFs: $1.63 Billion
Technology: $447 Million
Financial Services: $182 Million
Industrials: $164 Million
Consumer Cyclical: $161 Million
Healthcare: $135 Million
Communication Services: $112 Million
Consumer Defensive: $75.9 Million
Other: $104 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 2,367
- Current Value $3.01 Billion
- Prior Value $2.89 Billion
- Filing
- Period Q1 2024
- Filing Date April 24, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 87 stocks
- Additional Purchases 776 stocks
- Sold out of 0 stocks
- Reduced holdings in 707 stocks