Spire Wealth Management Portfolio Holdings
Spire Wealth Management
- $2.83 Billion
- Q2 2024
Spire Wealth Management has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 2270 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 $132M, Apple Inc. with a value of $105M, Nvidia Corp with a value of $89.8M, Microsoft Corp with a value of $83.6M, and Vanguard Information Technolog with a value of $80M.
Examining the 13F form we can see an decrease of $189M in the current position value, from $3.01B to 2.83B.
Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$2.83 Billion
ETFs: $1.52 Billion
Technology: $457 Million
Consumer Cyclical: $156 Million
Financial Services: $154 Million
Industrials: $129 Million
Healthcare: $121 Million
Communication Services: $115 Million
Consumer Defensive: $70.2 Million
Other: $93 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 2,270
- Current Value $2.83 Billion
- Prior Value $3.01 Billion
- Filing
- Period Q2 2024
- Filing Date July 31, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 126 stocks
- Additional Purchases 582 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,014 stocks