Spire Wealth Management Portfolio Holdings

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

Spire Wealth Management has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.02 Billion distributed in 2464 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 $138M, Apple Inc. with a value of $111M, Jp Morgan ETF Tr Ultra Short I with a value of $108M, Nvidia Corp with a value of $77.2M, and Microsoft Corp with a value of $68.7M.

Examining the 13F form we can see an decrease of $105M in the current position value, from $3.13B to 3.02B.

Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $3.02 Billion
ETFs: $1.63 Billion
Technology: $448 Million
Financial Services: $210 Million
Consumer Cyclical: $170 Million
Healthcare: $143 Million
Communication Services: $132 Million
Industrials: $92.1 Million
Consumer Defensive: $85.8 Million
Other: $107 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$111 Million 3.68% of portfolio
500,240
Q1 2025 Reduced 10.39%
$409B
$77.2 Million 2.55% of portfolio
712,087
Q1 2025 Reduced 1.79%
$3.75T
$68.7 Million 2.27% of portfolio
183,077
Q1 2025 Added 5.61%
$2.3T
$68.6 Million 2.27% of portfolio
360,495
Q1 2025 Reduced 3.5%
$1.62T
$40.9 Million 1.35% of portfolio
70,896
Q1 2025 Reduced 3.95%
$1.07T
$40.2 Million 1.33% of portfolio
259,723
Q1 2025 Reduced 0.58%
$434B
$33 Million 1.09% of portfolio
34,881
Q1 2025 Added 1.35%
$760B
$27.9 Million 0.92% of portfolio
33,795
Q1 2025 Added 2.57%
$847B
$24.3 Million 0.8% of portfolio
99,162
Q1 2025 Added 4.32%
$573B
$21.8 Million 0.72% of portfolio
62,291
Q1 2025 Added 7.4%
$527B
$21.2 Million 0.7% of portfolio
38,628
Q1 2025 Reduced 19.0%
$631B
$21 Million 0.69% of portfolio
39,427
Q1 2025 Added 9.51%
$562B
$19.5 Million 0.65% of portfolio
20,923
Q1 2025 Reduced 5.39%
$281B
$16.3 Million 0.54% of portfolio
31,214
Q1 2025 Reduced 0.38%
$1.11T
$15.4 Million 0.51% of portfolio
98,534
Q1 2025 Reduced 1.74%
$186B
$14.7 Million 0.49% of portfolio
201,314
Q1 2025 Added 7.38%
$379B
$13.9 Million 0.46% of portfolio
37,964
Q1 2025 Reduced 0.72%
$260B
$13.1 Million 0.43% of portfolio
149,020
Q1 2025 Reduced 11.8%
$103B
$12.7 Million 0.42% of portfolio
18,842
Q1 2025 Reduced 2.0%
$364B
$12 Million 0.4% of portfolio
70,686
Q1 2025 Added 5.25%
$112B
$11.9 Million 0.39% of portfolio
71,117
Q1 2025 Reduced 0.95%
$183B
$11.8 Million 0.39% of portfolio
23,909
Q1 2025 Added 10.07%
$91.8B
$10.8 Million 0.36% of portfolio
45,262
Q1 2025 Added 0.7%
$169B
$10.8 Million 0.36% of portfolio
137,589
Q1 2025 Added 53.47%
$57.1B
$10.7 Million 0.35% of portfolio
62,864
Q1 2025 Reduced 0.33%
$102B
$10.7 Million 0.35% of portfolio
30,382
Q1 2025 Added 0.27%
$147B
$10.6 Million 0.35% of portfolio
149,845
Q1 2025 Reduced 6.21%
$173B
$9.59 Million 0.32% of portfolio
18,884
Q1 2025 Reduced 20.31%
$54.7B
$9.02 Million 0.3% of portfolio
35,506
Q1 2025 Added 13.74%
$121B
$9.01 Million 0.3% of portfolio
18,576
Q1 2025 Added 0.39%
$194B
$8.71 Million 0.29% of portfolio
10,942
Q1 2025 Reduced 0.96%
$5.85B
$8.46 Million 0.28% of portfolio
5,906
Q1 2025 Reduced 0.35%
$281B
$8.24 Million 0.27% of portfolio
97,577
Q1 2025 Added 0.21%
$1T
$8.18 Million 0.27% of portfolio
31,552
Q1 2025 Added 3.55%
$136B
$7.91 Million 0.26% of portfolio
82,870
Q1 2025 Reduced 2.75%
$82.8B
$7.72 Million 0.26% of portfolio
5,579
Q1 2025 Added 0.07%
$131B
$7.52 Million 0.25% of portfolio
11,062
Q1 2025 Reduced 9.96%
$40.2B
$7.15 Million 0.24% of portfolio
3,877
Q1 2025 Reduced 0.69%
$11.2B
$6.78 Million 0.22% of portfolio
13,938
Q1 2025 Reduced 0.73%
$11.3B
$6.65 Million 0.22% of portfolio
117,483
Q1 2025 Reduced 0.32%
$171B
$6.33 Million 0.21% of portfolio
16,514
Q1 2025 Added 128.54%
$176B
$6.11 Million 0.2% of portfolio
19,591
Q1 2025 Reduced 19.26%
$125B
$5.87 Million 0.19% of portfolio
3,007
Q1 2025 Added 581.86%
$87.1B
$5.86 Million 0.19% of portfolio
23,035
Q1 2025 Reduced 5.71%
$170B
$5.73 Million 0.19% of portfolio
39,494
Q1 2025 Added 59.55%
$159B
$5.72 Million 0.19% of portfolio
18,345
Q1 2025 Added 249.3%
$75.2B
$5.54 Million 0.18% of portfolio
66,090
Q1 2025 Added 678.08%
$30.7B
$5.42 Million 0.18% of portfolio
21,333
Q1 2025 Added 8,332.02%
$58.9B
$5.35 Million 0.18% of portfolio
23,116
Q1 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 2,464
  • Current Value $3.02 Billion
  • Prior Value $3.13 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 169 stocks
  • Additional Purchases 848 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 831 stocks
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