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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$377B
$12 Million 0.4% of portfolio
70,686
Q1 2025 Added 5.25%
$0
$12 Million 0.4% of portfolio
146,429
Q1 2025 Reduced 0.59%
$101B
$11.9 Million 0.39% of portfolio
71,117
Q1 2025 Reduced 0.95%
$180B
$11.8 Million 0.39% of portfolio
23,909
Q1 2025 Added 10.07%
$0
$11.8 Million 0.39% of portfolio
68,859
Q1 2025 Added 3.33%
$0
$11.6 Million 0.38% of portfolio
140,152
Q1 2025 Added 13.82%
$0
$11.6 Million 0.38% of portfolio
198,770
Q1 2025 Reduced 16.6%
$0
$11.4 Million 0.38% of portfolio
124,773
Q1 2025 Added 275.38%
$0
$11.1 Million 0.37% of portfolio
116,114
Q1 2025 Added 0.7%
$84.4B
$10.8 Million 0.36% of portfolio
45,262
Q1 2025 Added 0.7%
$162B
$10.8 Million 0.36% of portfolio
137,589
Q1 2025 Added 53.47%
$59.6B
$10.7 Million 0.35% of portfolio
62,864
Q1 2025 Reduced 0.33%
$102B
$10.7 Million 0.35% of portfolio
30,382
Q1 2025 Added 0.27%
$141B
$10.6 Million 0.35% of portfolio
149,845
Q1 2025 Reduced 6.21%
$0
$9.98 Million 0.33% of portfolio
195,372
Q1 2025 Reduced 3.19%
$164B
$9.59 Million 0.32% of portfolio
18,884
Q1 2025 Reduced 20.31%
$51.6B
$9.02 Million 0.3% of portfolio
35,506
Q1 2025 Added 13.74%
$113B
$9.01 Million 0.3% of portfolio
18,576
Q1 2025 Added 0.39%
$0
$8.99 Million 0.3% of portfolio
29,317
Q1 2025 Reduced 17.86%
$0
$8.93 Million 0.3% of portfolio
173,454
Q1 2025 Added 2.54%
$196B
$8.71 Million 0.29% of portfolio
10,942
Q1 2025 Reduced 0.96%
$0
$8.64 Million 0.29% of portfolio
151,225
Q1 2025 Added 26.36%
$5.63B
$8.46 Million 0.28% of portfolio
5,906
Q1 2025 Reduced 0.35%
$0
$8.4 Million 0.28% of portfolio
140,320
Q1 2025 Reduced 10.54%
$53.8B
$8.35 Million 0.28% of portfolio
141,579
Q1 2025 Added 545.86%
$0
$8.28 Million 0.27% of portfolio
39,151
Q1 2025 Added 3.64%
$270B
$8.24 Million 0.27% of portfolio
97,577
Q1 2025 Added 0.21%
$1.02T
$8.18 Million 0.27% of portfolio
31,552
Q1 2025 Added 3.55%
$0
$8.11 Million 0.27% of portfolio
289,923
Q1 2025 Added 3.14%
$0
$8.02 Million 0.27% of portfolio
101,696
Q1 2025 Added 34.87%
$0
$8.01 Million 0.27% of portfolio
134,116
Q1 2025 Added 2.92%
$127B
$7.91 Million 0.26% of portfolio
82,870
Q1 2025 Reduced 2.75%
$0
$7.73 Million 0.26% of portfolio
55,065
Q1 2025 Reduced 0.44%
$78.2B
$7.72 Million 0.26% of portfolio
5,579
Q1 2025 Added 0.07%
$0
$7.65 Million 0.25% of portfolio
81,844
Q1 2025 Reduced 25.24%
$120B
$7.52 Million 0.25% of portfolio
11,062
Q1 2025 Reduced 9.96%
$0
$7.16 Million 0.24% of portfolio
68,482
Q1 2025 Reduced 18.37%
$45.6B
$7.15 Million 0.24% of portfolio
3,877
Q1 2025 Reduced 0.69%
$107B
$7 Million 0.23% of portfolio
24,283
Q1 2025 Added 139.74%
$0
$6.91 Million 0.23% of portfolio
135,386
Q1 2025 Reduced 32.08%
$0
$6.9 Million 0.23% of portfolio
18,620
Q1 2025 Reduced 1.91%
$10.9B
$6.78 Million 0.22% of portfolio
13,938
Q1 2025 Reduced 0.73%
$0
$6.78 Million 0.22% of portfolio
115,002
Q1 2025 Added 0.18%
$11.4B
$6.65 Million 0.22% of portfolio
117,483
Q1 2025 Reduced 0.32%
$0
$6.42 Million 0.21% of portfolio
23,371
Q1 2025 Reduced 0.25%
$0
$6.37 Million 0.21% of portfolio
117,091
Q1 2025 Added 11,609.1%
$175B
$6.33 Million 0.21% of portfolio
16,514
Q1 2025 Added 128.54%
$0
$6.32 Million 0.21% of portfolio
137,198
Q1 2025 Reduced 5.41%
$0
$6.19 Million 0.2% of portfolio
31,019
Q1 2025 Added 12.43%

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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