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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$138 Million 4.58% of portfolio
246,371
Q1 2025 Added 1.5%
$0
$108 Million 3.58% of portfolio
2,137,779
Q1 2025 Reduced 2.99%
$0
$64.1 Million 2.12% of portfolio
118,199
Q1 2025 Reduced 6.62%
$0
$50.3 Million 1.66% of portfolio
89,952
Q1 2025 Reduced 1.21%
$0
$40.9 Million 1.35% of portfolio
821,721
Q1 2025 Added 8.39%
$0
$40 Million 1.32% of portfolio
681,031
Q1 2025 Reduced 0.15%
$0
$33.2 Million 1.1% of portfolio
335,232
Q1 2025 Added 0.47%
$0
$30.7 Million 1.02% of portfolio
161,329
Q1 2025 Reduced 0.85%
$0
$26.8 Million 0.89% of portfolio
183,862
Q1 2025 Reduced 0.64%
$0
$26.7 Million 0.88% of portfolio
353,123
Q1 2025 Added 13.87%
$0
$26.7 Million 0.88% of portfolio
584,688
Q1 2025 Added 1.34%
$0
$26.6 Million 0.88% of portfolio
51,739
Q1 2025 Added 61.09%
$0
$26.3 Million 0.87% of portfolio
561,468
Q1 2025 Added 2.42%
$0
$26.1 Million 0.86% of portfolio
770,189
Q1 2025 Added 1.5%
$0
$24.9 Million 0.82% of portfolio
258,004
Q1 2025 Reduced 0.62%
$0
$24.2 Million 0.8% of portfolio
190,314
Q1 2025 Reduced 8.5%
$0
$22.3 Million 0.74% of portfolio
475,044
Q1 2025 Added 742,156.25%
$0
$21.7 Million 0.72% of portfolio
66,800
Q1 2025 Reduced 0.71%
$0
$20.9 Million 0.69% of portfolio
121,203
Q1 2025 Added 1.08%
$0
$19.1 Million 0.63% of portfolio
205,988
Q1 2025 Added 1.02%
$0
$18.6 Million 0.62% of portfolio
51,615
Q1 2025 Added 0.23%
$0
$18.1 Million 0.6% of portfolio
338,051
Q1 2025 Reduced 1.49%
$0
$17.2 Million 0.57% of portfolio
36,742
Q1 2025 Added 10.38%
$0
$16.7 Million 0.55% of portfolio
300,863
Q1 2025 Reduced 2.31%
$0
$15 Million 0.5% of portfolio
248,379
Q1 2025 Added 2.82%
$0
$13.3 Million 0.44% of portfolio
146,887
Q1 2025 Added 0.71%
$0
$13.1 Million 0.43% of portfolio
317,204
Q1 2025 Added 3.09%
$0
$12.3 Million 0.41% of portfolio
59,558
Q1 2025 Added 0.73%
$0
$12.1 Million 0.4% of portfolio
158,537
Q1 2025 Added 16.45%
$0
$12 Million 0.4% of portfolio
146,429
Q1 2025 Reduced 0.59%
$0
$11.8 Million 0.39% of portfolio
68,859
Q1 2025 Added 3.33%
$0
$11.6 Million 0.38% of portfolio
140,152
Q1 2025 Added 13.82%
$0
$11.6 Million 0.38% of portfolio
198,770
Q1 2025 Reduced 16.6%
$0
$11.4 Million 0.38% of portfolio
124,773
Q1 2025 Added 275.38%
$0
$11.1 Million 0.37% of portfolio
116,114
Q1 2025 Added 0.7%
$0
$9.98 Million 0.33% of portfolio
195,372
Q1 2025 Reduced 3.19%
$0
$9.31 Million 0.31% of portfolio
83,769
Q1 2025 Reduced 2.59%
$0
$8.99 Million 0.3% of portfolio
29,317
Q1 2025 Reduced 17.86%
$0
$8.93 Million 0.3% of portfolio
173,454
Q1 2025 Added 2.54%
$0
$8.64 Million 0.29% of portfolio
151,225
Q1 2025 Added 26.36%
$0
$8.4 Million 0.28% of portfolio
140,320
Q1 2025 Reduced 10.54%
$54B
$8.35 Million 0.28% of portfolio
141,579
Q1 2025 Added 545.86%
$0
$8.28 Million 0.27% of portfolio
39,151
Q1 2025 Added 3.64%
$0
$8.11 Million 0.27% of portfolio
289,923
Q1 2025 Added 3.14%
$0
$8.02 Million 0.27% of portfolio
101,696
Q1 2025 Added 34.87%
$0
$8.01 Million 0.27% of portfolio
134,116
Q1 2025 Added 2.92%
$0
$7.73 Million 0.26% of portfolio
55,065
Q1 2025 Reduced 0.44%
$0
$7.65 Million 0.25% of portfolio
81,844
Q1 2025 Reduced 25.24%
$0
$7.16 Million 0.24% of portfolio
68,482
Q1 2025 Reduced 18.37%

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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