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
$1.63 Million 0.05% of portfolio
15,924
Q1 2025 Reduced 7.08%
$0
$1.63 Million 0.05% of portfolio
28,842
Q1 2025 Added 2.71%
$0
$1.62 Million 0.05% of portfolio
17,737
Q1 2025 Reduced 2.55%
$0
$1.59 Million 0.05% of portfolio
31,353
Q1 2025 Added 104.32%
$0
$1.57 Million 0.05% of portfolio
6,066
Q1 2025 Reduced 4.06%
$0
$1.56 Million 0.05% of portfolio
25,428
Q1 2025 Reduced 26.14%
$0
$1.55 Million 0.05% of portfolio
92,250
Q1 2025 Added 13.25%
$0
$1.52 Million 0.05% of portfolio
66,015
Q1 2025 Reduced 4.29%
$0
$1.51 Million 0.05% of portfolio
14,541
Q1 2025 Added 3.64%
$0
$1.49 Million 0.05% of portfolio
31,747
Q1 2025 Added 3.48%
$0
$1.47 Million 0.05% of portfolio
29,282
Q1 2025 Added 0.59%
$0
$1.47 Million 0.05% of portfolio
15,647
Q1 2025 Reduced 6.45%
$0
$1.44 Million 0.05% of portfolio
38,167
Q1 2025 Reduced 12.55%
$0
$1.42 Million 0.05% of portfolio
17,509
Q1 2025 Added 1.55%
$0
$1.41 Million 0.05% of portfolio
56,489
Q1 2025 Added 9.02%
$0
$1.41 Million 0.05% of portfolio
6,998
Q1 2025 Reduced 3.91%
$0
$1.4 Million 0.05% of portfolio
32,384
Q1 2025 Added 29.19%
$0
$1.33 Million 0.04% of portfolio
27,147
Q1 2025 Reduced 79.1%
$0
$1.32 Million 0.04% of portfolio
2,475
Q1 2025 Added 0.53%
$0
$1.32 Million 0.04% of portfolio
26,970
Q1 2025 Added 9.55%
$0
$1.31 Million 0.04% of portfolio
28,432
Q1 2025 Added 22.02%
$0
$1.29 Million 0.04% of portfolio
47,873
Q1 2025 Added 9.51%
$0
$1.26 Million 0.04% of portfolio
4,745
Q1 2025 Added 3.4%
$0
$1.26 Million 0.04% of portfolio
30,627
Q1 2025 Added 5.24%
$0
$1.25 Million 0.04% of portfolio
7,729
Q1 2025 Added 8.66%
$0
$1.24 Million 0.04% of portfolio
30,013
Q1 2025 New
$0
$1.22 Million 0.04% of portfolio
20,192
Q1 2025 Added 2.01%
$2.42B
$1.22 Million 0.04% of portfolio
46,228
Q1 2025 Reduced 0.64%
$0
$1.21 Million 0.04% of portfolio
28,400
Q1 2025 Reduced 6.59%
$0
$1.2 Million 0.04% of portfolio
22,689
Q1 2024 Reduced 5.4%
$0
$1.2 Million 0.04% of portfolio
49,071
Q1 2025 Reduced 0.99%
$0
$1.2 Million 0.04% of portfolio
22,927
Q1 2025 Reduced 3.68%
$0
$1.19 Million 0.04% of portfolio
35,885
Q1 2025 Reduced 15.78%
$0
$1.17 Million 0.04% of portfolio
17,864
Q3 2024 Added 0.01%
$0
$1.14 Million 0.04% of portfolio
31,947
Q1 2025 Reduced 0.01%
$0
$1.13 Million 0.04% of portfolio
51,245
Q1 2025 Added 36.34%
$0
$1.11 Million 0.04% of portfolio
3,600
Q1 2025 Added 77.51%
$0
$1.1 Million 0.04% of portfolio
11,386
Q1 2025 Reduced 22.84%
$0
$1.06 Million 0.04% of portfolio
28,224
Q1 2025 Added 7.59%
$0
$1.06 Million 0.04% of portfolio
11,695
Q1 2025 Reduced 28.74%
$0
$1.05 Million 0.03% of portfolio
26,434
Q1 2025 Reduced 17.96%
$0
$1.04 Million 0.03% of portfolio
16,100
Q1 2025 Added 0.26%
$0
$1.01 Million 0.03% of portfolio
31,591
Q1 2025 Added 2.09%
$0
$1.01 Million 0.03% of portfolio
29,728
Q1 2025 Reduced 11.17%
$0
$1.01 Million 0.03% of portfolio
12,506
Q1 2025 Reduced 79.8%
$0
$1 Million 0.03% of portfolio
26,134
Q1 2025 Reduced 10.98%
$0
$1 Million 0.03% of portfolio
9,994
Q1 2025 Reduced 14.4%
$0
$993,000 0.03% of portfolio
9,027
Q1 2025 Added 0.83%
$0
$993,000 0.03% of portfolio
3,753
Q1 2025 Reduced 2.06%

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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