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CIK: 0001858740
Total reported value
$3.3B
$3.3B
2299 檔
14.5%
During the Q1 2024 filing period, Spire Wealth Management (CIK: 0001858740) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.3B across 2299 reported positions.
During Q1 2024, Spire Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.85% | -0.02% | -3.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.31% | -0.12% | -6.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.19% | -3.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.13% | -3.12% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.48% | +0.30% | -0.54% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.03% | -0.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | +0.06% | -2.22% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.06% | +0.80% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 1.19% | -0.06% | +0.55% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.15% | -0.12% | +1.57% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.31% | -2.93% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.04% | -0.03% | -3.73% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | -0.01% | +401.35% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.99% | +0.01% | +1.47% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | -0.05% | +8.87% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | -0.06% | -0.41% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | +0.14% | +2.80% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.90% | -0.10% | +1.85% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.89% | — | +1.61% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.89% | -0.09% | +1.63% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.85% | -0.12% | +0.17% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.83% | +0.01% | +5.62% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.82% | -0.12% | -69.14% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.14% | +1.22% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.80% | -0.03% | -1.49% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.16% | -9.20% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.01% | +2.49% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | — | -2.42% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.70% | -0.02% | +2.13% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.01% | -9.92% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.66% | -0.01% | -24.31% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.05% | +1.63% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.06% | +12.04% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.03% | -1.50% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.61% | -0.17% | +21.77% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.13% | +16.21% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.59% | +0.06% | -1.49% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.02% | +8.24% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.01% | +0.38% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.03% | -9.29% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.06% | -13.04% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.50% | -0.04% | +3.54% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.11% | +9.98% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.47% | +0.02% | +1.03% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.14% | +5.37% | |
| 46 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.46% | +0.01% | -13.18% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.03% | -2.33% | |
| 48 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.45% | -0.03% | -8.86% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | — | -1.04% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.41% | -0.03% | -19.56% |
According to official SEC Form 13F filings, Spire Wealth Management reported a total U.S. public equity portfolio value of $3.3B across 2299 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 14.5% of total reported equity market value during Q1 2024.
During Q1 2024, Spire Wealth Management's top holdings by market value included IVV (4.8%)、AAPL (3.3%)、MSFT (2.7%). The largest single position, IVV, represented 4.8% of total portfolio value.
In Q1 2024, Spire Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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