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
$261B
$3.66 Million 0.12% of portfolio
13,647
Q1 2025 Reduced 4.79%
$200B
$3.64 Million 0.12% of portfolio
40,600
Q1 2025 Reduced 6.68%
$0
$3.61 Million 0.12% of portfolio
69,690
Q1 2025 Added 20.88%
$72.4B
$3.59 Million 0.12% of portfolio
32,604
Q1 2025 Added 194.5%
$27.8B
$3.52 Million 0.12% of portfolio
12,436
Q1 2025 Added 133.76%
$17.2B
$3.51 Million 0.12% of portfolio
113,112
Q1 2025 Added 355.86%
$107B
$3.46 Million 0.11% of portfolio
35,256
Q1 2025 Reduced 2.31%
$153B
$3.44 Million 0.11% of portfolio
12,150
Q1 2025 Added 3.35%
$0
$3.4 Million 0.11% of portfolio
80,581
Q1 2025 Added 276.27%
$1.09T
$3.38 Million 0.11% of portfolio
20,366
Q1 2025 Added 4.58%
$1.46B
$3.35 Million 0.11% of portfolio
66,642
Q1 2025 Reduced 46.43%
$0
$3.3 Million 0.11% of portfolio
34,374
Q1 2025 Reduced 2.45%
$0
$3.3 Million 0.11% of portfolio
130,545
Q1 2025 Added 1.6%
$157B
$3.28 Million 0.11% of portfolio
6,990
Q1 2025 Added 140.04%
$0
$3.27 Million 0.11% of portfolio
27,050
Q4 2024 New
$0
$3.24 Million 0.11% of portfolio
38,062
Q1 2025 Reduced 0.93%
$0
$3.23 Million 0.11% of portfolio
90,914
Q1 2025 Added 225.23%
$0
$3.22 Million 0.11% of portfolio
35,066
Q1 2025 Added 8.26%
$3.45B
$3.21 Million 0.11% of portfolio
11,133
Q1 2025 Reduced 15.56%
$438B
$3.19 Million 0.11% of portfolio
4
Q2 2024 Added 100.0%
$0
$3.18 Million 0.11% of portfolio
7,583
Q1 2025 Reduced 45.59%
$252B
$3.17 Million 0.1% of portfolio
12,756
Q1 2025 Added 2.11%
$69.4B
$3.16 Million 0.1% of portfolio
829
Q1 2025 Added 729.0%
$0
$3.16 Million 0.1% of portfolio
63,634
Q1 2025 Reduced 6.21%
$214B
$3.16 Million 0.1% of portfolio
31,989
Q1 2025 Reduced 1.78%
$0
$3.16 Million 0.1% of portfolio
50,831
Q1 2025 Reduced 3.54%
$0
$3.14 Million 0.1% of portfolio
197,122
Q1 2025 Added 14,970.49%
$215B
$3.14 Million 0.1% of portfolio
5,106
Q1 2025 Reduced 4.26%
$233B
$3.13 Million 0.1% of portfolio
23,620
Q1 2025 Added 2.74%
$0
$3.09 Million 0.1% of portfolio
86,592
Q1 2025 Added 6.13%
$132B
$3.08 Million 0.1% of portfolio
11,342
Q1 2025 Added 6.76%
$365B
$3.08 Million 0.1% of portfolio
73,819
Q1 2025 Added 4.79%
$52.8B
$3.07 Million 0.1% of portfolio
14,812
Q1 2025 Reduced 0.76%
$0
$3.05 Million 0.1% of portfolio
19,937
Q1 2025 Reduced 4.4%
$0
$3.04 Million 0.1% of portfolio
126,211
Q1 2025 Added 12.09%
$0
$3.03 Million 0.1% of portfolio
106,798
Q1 2025 Reduced 0.53%
$8.65B
$2.98 Million 0.1% of portfolio
78,268
Q1 2025 Reduced 1.39%
$0
$2.97 Million 0.1% of portfolio
29,550
Q1 2025 Added 2.82%
$0
$2.97 Million 0.1% of portfolio
60,962
Q1 2025 Reduced 3.74%
$0
$2.96 Million 0.1% of portfolio
67,495
Q1 2025 Reduced 89.47%
$51.5B
$2.94 Million 0.1% of portfolio
43,457
Q1 2025 Added 0.82%
$0
$2.93 Million 0.1% of portfolio
139,662
Q1 2025 Added 9.27%
$0
$2.91 Million 0.1% of portfolio
23,844
Q1 2025 Added 37.64%
$0
$2.88 Million 0.1% of portfolio
70,739
Q1 2025 Added 6.2%
$0
$2.87 Million 0.1% of portfolio
73,398
Q1 2025 Added 86.91%
$0
$2.86 Million 0.09% of portfolio
110,812
Q1 2025 Added 8.3%
$0
$2.85 Million 0.09% of portfolio
40,870
Q1 2025 Added 2.84%
$0
$2.85 Million 0.09% of portfolio
62,926
Q1 2025 Reduced 56.9%
$0
$2.85 Million 0.09% of portfolio
15,276
Q1 2025 Reduced 11.65%

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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