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CIK: 0001858740
Total reported value
$3.3B
$3.3B
2202 檔
14.8%
As reported in its official Q2 2024 Form 13F filing, Spire Wealth Management's tracked investment portfolio stood at $3.3B with 2202 total positions.
During Q2 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 2202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.64% | -0.02% | -13.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.70% | -0.12% | -14.87% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.17% | -0.13% | +774.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.19% | -3.85% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.82% | +0.30% | -2.82% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.70% | -0.12% | +207.52% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.03% | -5.02% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.06% | +3.26% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.06% | -5.96% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.12% | -2.76% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.31% | -3.58% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.10% | -0.06% | -11.08% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.08% | +0.14% | +1.46% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.02% | -0.05% | +0.72% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | -0.01% | -4.18% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.00% | -0.03% | -8.11% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.00% | +0.01% | -4.04% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.14% | -0.72% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.95% | -0.12% | +0.44% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.92% | -0.10% | -3.13% | |
| 21 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.91% | -0.09% | -3.40% | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.91% | — | -3.71% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.16% | -7.05% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.06% | -3.05% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.81% | -0.03% | -2.90% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.77% | +0.01% | -10.42% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | — | -3.39% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.73% | -0.02% | -1.59% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.01% | -9.61% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.01% | -1.49% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | -0.03% | -0.21% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.05% | -2.06% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.65% | +0.06% | -5.63% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.06% | -12.65% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.06% | -4.94% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.62% | -0.01% | -12.14% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.01% | -15.11% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.11% | -3.26% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.51% | +0.02% | -1.30% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.03% | +4.94% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.13% | -25.73% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.03% | -13.55% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.47% | -0.04% | -10.17% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.03% | -1.56% | |
| 45 | ANETEUR | Arista Networks Inc | Stock-Other | 0.40% | — | +2.23% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | — | -5.61% | |
| 47 | SECT | Main Sector Rotation ETF | ETF-Other | 0.39% | -0.04% | -0.92% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.03% | -16.32% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.38% | -0.07% | +0.95% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.14% | -16.43% |
According to official SEC Form 13F filings, Spire Wealth Management reported a total U.S. public equity portfolio value of $3.3B across 2202 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, NVDA) accounted for 14.8% of total reported equity market value during Q2 2024.
During Q2 2024, Spire Wealth Management's top holdings by market value included IVV (4.6%)、AAPL (3.7%)、NVDA (3.2%). The largest single position, IVV, represented 4.6% of total portfolio value.
In Q2 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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