Spire Wealth Management Portfolio Holdings

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

Spire Wealth Management has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.95 Billion distributed in 2160 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 $130M, Apple Inc. with a value of $123M, Jp Morgan ETF Tr Ultra Short I with a value of $103M, Nvidia Corp with a value of $90.5M, and Microsoft Corp with a value of $75.3M.

Examining the 13F form we can see an increase of $123M in the current position value, from $2.83B to 2.95B.

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

Portfolio value $2.95 Billion
ETFs: $1.59 Billion
Technology: $476 Million
Financial Services: $170 Million
Consumer Cyclical: $159 Million
Industrials: $125 Million
Communication Services: $123 Million
Healthcare: $120 Million
Consumer Defensive: $74.7 Million
Other: $103 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.3B
$1.39 Million 0.05% of portfolio
10,200
Q3 2024 Reduced 17.64%
$54.6B
$1.39 Million 0.05% of portfolio
5,579
Q3 2024 Reduced 22.49%
$242B
$1.38 Million 0.05% of portfolio
26,002
Q3 2024 Reduced 19.1%
$10.2B
$1.37 Million 0.05% of portfolio
1,684
Q3 2024 Added 21.59%
$25.9B
$1.37 Million 0.05% of portfolio
140
Q3 2024 Added 366.67%
$46B
$1.37 Million 0.05% of portfolio
15,049
Q3 2024 Added 0.23%
$24.8B
$1.32 Million 0.04% of portfolio
4,385
Q3 2024 Reduced 67.23%
$4.38B
$1.32 Million 0.04% of portfolio
34,872
Q3 2024 Reduced 2.03%
$66.1B
$1.3 Million 0.04% of portfolio
5,096
Q3 2024 Reduced 75.82%
$71.4B
$1.3 Million 0.04% of portfolio
4,753
Q3 2024 Added 221.8%
$166B
$1.29 Million 0.04% of portfolio
30,780
Q3 2024 Reduced 35.49%
$794M
$1.29 Million 0.04% of portfolio
168,481
Q3 2024 Added 0.13%
$54.1B
$1.27 Million 0.04% of portfolio
11,579
Q3 2024 Reduced 11.49%
$25.1B
$1.27 Million 0.04% of portfolio
43,561
Q3 2024 Reduced 61.18%
$195B
$1.22 Million 0.04% of portfolio
290
Q3 2024 Reduced 33.64%
$273B
$1.22 Million 0.04% of portfolio
5,904
Q3 2024 Added 174.86%
$2.49B
$1.2 Million 0.04% of portfolio
31,100
Q3 2024 New
$115B
$1.2 Million 0.04% of portfolio
14,265
Q3 2024 Added 62.36%
$213B
$1.19 Million 0.04% of portfolio
11,447
Q3 2024 Added 0.6%
$95.2B
$1.19 Million 0.04% of portfolio
23,327
Q3 2024 Reduced 8.33%
$122B
$1.19 Million 0.04% of portfolio
8,797
Q3 2024 Added 41,790.48%
$97.7B
$1.18 Million 0.04% of portfolio
11,372
Q3 2024 Added 89.79%
$188B
$1.18 Million 0.04% of portfolio
6,236
Q3 2024 Added 2.01%
$54.6B
$1.17 Million 0.04% of portfolio
2,097
Q3 2024 Added 4.75%
$14.5B
$1.16 Million 0.04% of portfolio
6,358
Q3 2024 Added 19,768.75%
$2.15B
$1.14 Million 0.04% of portfolio
24,095
Q3 2024 Added 2,381.46%
$137B
$1.13 Million 0.04% of portfolio
3,135
Q3 2024 Added 545.06%
$67.6B
$1.13 Million 0.04% of portfolio
9,498
Q3 2024 Added 2,868.13%
$63.5B
$1.12 Million 0.04% of portfolio
5,601
Q3 2024 Added 17.35%
$101B
$1.1 Million 0.04% of portfolio
15,265
Q3 2024 Reduced 15.42%
$12.2B
$1.1 Million 0.04% of portfolio
6,602
Q3 2024 Reduced 66.36%
$22.6B
$1.1 Million 0.04% of portfolio
2,554
Q3 2024 Added 50,980.0%
$7.9B
$1.09 Million 0.04% of portfolio
10,103
Q3 2024 Added 3,469.96%
$85B
$1.08 Million 0.04% of portfolio
4,634
Q3 2024 Reduced 4.85%
$143B
$1.08 Million 0.04% of portfolio
16,555
Q3 2024 Reduced 12.57%
$9.56B
$1.06 Million 0.04% of portfolio
10,226
Q3 2024 New
$58.5B
$1.05 Million 0.04% of portfolio
24,645
Q3 2024 Added 8.23%
$56.8B
$1.28 Million 0.04% of portfolio
5,465
Q3 2024 Added 100.92%
$162B
$1.01 Million 0.03% of portfolio
46,085
Q3 2024 Reduced 10.03%
$75.5B
$965,000 0.03% of portfolio
1,906
Q3 2024 Added 296.26%
$14.5B
$955,000 0.03% of portfolio
8,653
Q3 2024 Added 1,630.6%
$87.4B
$943,000 0.03% of portfolio
1,063
Q3 2024 Added 866.36%
$271B
$941,000 0.03% of portfolio
16,677
Q3 2024 Reduced 1.27%
$29.7B
$920,000 0.03% of portfolio
6,122
Q3 2024 Added 13.56%
$208B
$918,000 0.03% of portfolio
1,485
Q3 2024 Added 0.07%
$120B
$909,000 0.03% of portfolio
17,578
Q3 2024 Reduced 10.05%
$92.3B
$907,000 0.03% of portfolio
10,275
Q3 2024 Reduced 11.73%
$1.28B
$902,000 0.03% of portfolio
35,453
Q3 2024 Added 2.34%
$226B
$900,000 0.03% of portfolio
3,320
Q3 2024 Reduced 12.47%

Summary

  • Portfolio
  • No. of Stocks 2,160
  • Current Value $2.95 Billion
  • Prior Value $2.83 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 98 stocks
  • Additional Purchases 692 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 768 stocks
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