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 Market Cap. of Under $50 Millions
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