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
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.44%
$0
$0
0.0% of portfolio
99,462
Q2 2025
Added 177.66%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 3.75%
Trust For Professional Manag
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 24.52%
-
$0
0.0% of portfolio
-
Q2 2025
Added 22.8%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 28.69%
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q2 2025
Added 2,178.51%
-
$0
0.0% of portfolio
-
Q2 2025
Added 215.95%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 29.89%
$0
$0
0.0% of portfolio
45,700
Q2 2025
Reduced 7.61%
-
$0
0.0% of portfolio
-
Q2 2025
Added 533.68%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 16.07%
Grayscale Bitcoin Mini Tr Et
-
$0
0.0% of portfolio
-
Q2 2025
Added 28.32%
-
$0
0.0% of portfolio
-
Q2 2025
Added 107.87%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 11.66%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.01%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 4.32%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 26.17%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 15.99%
-
$0
0.0% of portfolio
-
Q2 2025
Added 7,942.24%
-
$0
0.0% of portfolio
-
Q2 2025
New
Ishares Bitcoin Trust ETF
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 10.12%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 4.2%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 7.85%
-
$0
0.0% of portfolio
-
Q4 2024
Added 44.54%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 17.25%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 33.9%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 5.89%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 7.08%
$0
$0
0.0% of portfolio
18,353
Q1 2025
Reduced 17.74%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 8.94%
-
$0
0.0% of portfolio
-
Q2 2025
Added 3,537.96%
-
$0
0.0% of portfolio
-
Q2 2025
New
American Healthcare Reit Inc
-
$0
0.0% of portfolio
-
Q2 2025
Added 33.12%
-
$0
0.0% of portfolio
-
Q2 2025
Added 41.37%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.34%
$0
$0
0.0% of portfolio
29,050
Q2 2025
Added 628.07%
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 10.13%
$0
$0
0.0% of portfolio
17,700
Q1 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Added 50.93%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 0.01%
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.27%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 22.48%
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.01%
$0
$0
0.0% of portfolio
7,477
Q2 2025
Reduced 39.87%
-
$0
0.0% of portfolio
-
Q2 2025
Added 4.44%