Spire Wealth Management Portfolio Holdings
Spire Wealth Management
- $2.7 Billion
- Q2 2025
Spire Wealth Management has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.7 Billion distributed in 2539 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 $129M, Nvidia Corp with a value of $94M, Ishares Core Total Usd Bond Ma with a value of $87.3M, Jp Morgan ETF Tr Ultra Short I with a value of $85.7M, and Apple Inc. with a value of $79.6M.
Examining the 13F form we can see an decrease of $324M in the current position value, from $3.02B to 2.7B.
Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$2.7 Billion
ETFs: $1.56 Billion
Technology: $427 Million
Financial Services: $155 Million
Consumer Cyclical: $135 Million
Communication Services: $130 Million
Healthcare: $87.5 Million
Industrials: $65.8 Million
Consumer Defensive: $61.8 Million
Other: $72.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,539
- Current Value $2.7 Billion
- Prior Value $3.02 Billion
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 151 stocks
- Additional Purchases 531 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,172 stocks