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CIK: 0001858740
Total reported value
$3.3B
$3.3B
2156 檔
15.8%
The Q3 2024 SEC filing reveals that Spire Wealth Management held a total portfolio value of $3.3B, covering 2156 public equity positions.
In Q3 2024, Spire Wealth Management adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, JPST) accounted for 15.8% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
MSFT
前期市值: $83.6M
Showing top 200 holdings (of 2156 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.37% | -0.02% | -6.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.12% | +6.52% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.46% | -0.12% | +33.54% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | -0.13% | +2.59% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | -0.19% | -6.50% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.43% | +0.30% | -11.51% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | -0.03% | +0.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.06% | -0.71% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.06% | +2.32% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.31% | -0.01% | +119.50% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.31% | +4.59% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | -0.12% | -1.60% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.11% | -0.06% | -4.71% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.05% | -0.05% | -0.41% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.16% | +15.22% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | -0.01% | -3.23% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.99% | +0.01% | -2.14% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.14% | +4.05% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 0.95% | -0.03% | -6.44% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.92% | -0.10% | +0.33% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | +0.14% | -10.82% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.90% | -0.09% | -0.50% | |
| 23 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.90% | — | -0.28% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.06% | -12.00% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.78% | -0.12% | -19.34% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | — | -2.49% | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.75% | -0.03% | -11.69% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.74% | -0.02% | -2.12% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.74% | +0.01% | -9.63% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.03% | +1.46% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.05% | +2.10% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.01% | -4.40% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.01% | -0.01% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.06% | +0.45% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.13% | +20.59% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.61% | +0.06% | -5.27% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.03% | +12.47% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | -4.19% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.11% | -0.28% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.01% | -11.62% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.03% | +2.92% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.50% | +0.02% | -2.70% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.17% | +83.00% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.47% | -0.04% | -1.17% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.14% | +7.26% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.04% | +21.25% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.10% | +27.22% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.03% | -1.38% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | -0.02% | +13.01% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | — | -0.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.8% | +33.54% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +0.7% | +119.50% | Add |
| 3 | AAPL | Apple Inc | +0.5% | +6.52% | Add |
| 4 | TDG | Transdigm Group Inc | +0.3% | +2380.72% | Add |
| 5 | ISRG | Intuitive Surgical Inc | +0.2% | +324.81% | Add |
| 6 | NFLX | Netflix Inc | +0.2% | +83.00% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | +175.17% | Add |
| 8 | APH | Amphenol Corp-cl A | +0.2% | +16857.27% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +4.59% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +15.22% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +27.22% | Add |
| 12 | NEE | Nextera Energy Inc | +0.1% | +21.25% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +20.59% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +12.47% | Add |
| 15 | HD | Home Depot Inc | +0.1% | +7.26% | Add |
| 16 | HCA | Hca Healthcare Inc | +0.1% | +239.31% | Add |
| 17 | SSO | Proshares Ultra S&p500 | +0.1% | +21.85% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | +38.34% | Add |
| 19 | IVE | Ishares S&p 500 Value ETF | 0% | -0.41% | Trim |
| 20 | HAL | Halliburton Co | -0.1% | -61.18% | Trim |
| 21 | SNA | Snap-on Inc | -0.1% | -66.96% | Trim |
| 22 | PCAR | Paccar Inc | -0.1% | -64.35% | Trim |
| 23 | CSX | Csx CORP | -0.1% | -58.84% | Trim |
| 24 | ZTS | Zoetis Inc | -0.1% | -52.69% | Trim |
| 25 | IDXX | Idexx Laboratories Inc | -0.1% | -61.48% | Trim |
| 26 | FFIV | F5 Inc | -0.1% | -96.19% | Trim |
| 27 | DE | Deere & Co | -0.1% | -60.12% | Trim |
| 28 | MTD | Mettler-toledo International | -0.1% | -65.11% | Trim |
| 29 | DXCM | Dexcom Inc | -0.1% | -45.95% | Trim |
| 30 | MAT | Mattel Inc | -0.1% | -99.92% | Trim |
| 31 | TGT | Target CORP | -0.1% | -59.86% | Trim |
| 32 | IEX | Idex CORP | -0.1% | -67.43% | Trim |
| 33 | INGR | Ingredion Inc | -0.1% | -70.81% | Trim |
| 34 | MCD | Mcdonald's CORP | -0.1% | -46.69% | Trim |
| 35 | IWY | Ishares Russell Top 200 Grow | -0.1% | -57.95% | Trim |
| 36 | WST | West Pharmaceutical Services | -0.1% | -67.23% | Trim |
| 37 | ADP | Automatic Data Processing | -0.1% | -62.86% | Trim |
| 38 | AGCO | Agco CORP | -0.1% | -98.76% | Trim |
| 39 | PEP | Pepsico Inc | -0.1% | -48.19% | Trim |
| 40 | ECL | Ecolab Inc | -0.1% | -75.82% | Trim |
| 41 | DRI | Darden Restaurants Inc | -0.2% | -96.74% | Trim |
| 42 | ATKR | Atkore Inc | -0.2% | -99.01% | Trim |
| 43 | CRM | Salesforce Inc | -0.2% | -48.25% | Trim |
| 44 | XLK | Ss Technology Select Sector | -0.2% | -10.82% | Trim |
| 45 | ACN | Accenture plc | -0.2% | -66.21% | Trim |
| 46 | XLC | Ss Comm Select Sector Spdr | -0.2% | -19.34% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.32% | Add |
| 48 | BKLN | Invesco Senior Loan ETF | -0.2% | -64.55% | Trim |
| 49 | VGT | Vanguard Info Tech ETF | -0.4% | -11.51% | Trim |
| 50 | MSFT | Microsoft CORP | -0.4% | -6.50% | Trim |
According to official SEC Form 13F filings, Spire Wealth Management reported a total U.S. public equity portfolio value of $3.3B across 2156 disclosed positions in Q3 2024.
During Q3 2024, Spire Wealth Management's top holdings by market value included IVV (4.4%)、AAPL (4.2%)、JPST (3.5%). The largest single position, IVV, represented 4.4% of total portfolio value.
In Q3 2024, Spire Wealth Management made 50 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 31 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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