13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001858740
Total reported value
$3.3B
$3.3B
2440 檔
17.3%
As reported in its official Q4 2024 Form 13F filing, Spire Wealth Management's tracked investment portfolio stood at $3.3B with 2440 total positions.
In Q4 2024, Spire Wealth Management displayed an active expansion posture, initiating 14 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2440 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.44% | -0.02% | +8.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.34% | -0.12% | +5.36% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.45% | -0.12% | +8.89% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.02% | -0.13% | -2.75% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | -0.03% | +5.63% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.44% | +0.30% | +3.06% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.19% | -0.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.06% | +4.24% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.06% | +1.89% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.31% | +10.89% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.23% | -0.01% | +3.22% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.14% | -0.06% | +4.54% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.00% | -0.12% | -1.74% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.16% | +1.98% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | -0.05% | +2.85% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.90% | +0.06% | +52.15% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.86% | +0.01% | -0.80% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.80% | -0.10% | -1.23% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 0.79% | -0.03% | +1.44% | |
| 20 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.79% | — | -0.99% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.14% | +1.38% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.79% | -0.09% | -1.02% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.78% | -0.03% | +3.26% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.78% | -0.12% | +1.78% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.06% | -3.34% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.01% | +0.97% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.69% | +0.01% | +4.97% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.05% | +18.23% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.06% | +3.02% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.01% | -0.29% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.03% | +1.40% | |
| 32 | UDOW | Proshares Ultrapro Dow30 | ETF-Other | 0.61% | — | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.17% | +8.90% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.06% | +8.43% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.01% | +4.19% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | — | -13.69% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.13% | -6.43% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.11% | +5.18% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | -0.02% | +17.41% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.03% | -6.82% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.50% | -0.02% | -19.63% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.07% | — | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.48% | +0.02% | +0.45% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.10% | +6.18% | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.47% | +0.05% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.14% | +15.51% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.01% | -49.74% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.14% | -51.05% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.03% | -0.35% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.40% | -0.04% | -1.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UDOW | Proshares Ultrapro Dow30 | +0.6% | NEW | New buy |
| 2 | UNH | Unitedhealth Group Inc | +0.5% | NEW | New buy |
| 3 | ANET | Arista Networks Inc | +0.5% | NEW | New buy |
| 4 | DFUV | Dimensional US Marketwide Va | +0.4% | NEW | New buy |
| 5 | PG | Procter & Gamble Co/the | +0.4% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.3% | +5.63% | Add |
| 7 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +52.15% | Add |
| 8 | FTSM | First Trust Enh Short Mat Fd | +0.3% | NEW | New buy |
| 9 | LIN | Linde plc | +0.2% | NEW | New buy |
| 10 | MRVL | Marvell Technology Inc | +0.2% | +378.63% | Add |
| 11 | APUE | Activepassive US Equity ETF | +0.2% | NEW | New buy |
| 12 | SHOP | Shopify Inc - Class A | +0.2% | +191.46% | Add |
| 13 | ONEQ | Fidelity Nasdaq Comp Indx | +0.2% | NEW | New buy |
| 14 | LMBS | First Trust Low Duration Opp | +0.2% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.2% | +5.36% | Add |
| 16 | MSI | Motorola Solutions Inc | +0.2% | +1628.38% | Add |
| 17 | ACN | Accenture plc | +0.2% | +184.86% | Add |
| 18 | AVGO | Broadcom Inc | +0.2% | +17.41% | Add |
| 19 | AXON | Axon Enterprise Inc | +0.2% | +4094.55% | Add |
| 20 | TSLA | Tesla Inc | +0.2% | +16.56% | Add |
| 21 | HPQ | Hp Inc | +0.2% | +4264.71% | Add |
| 22 | LNG | Cheniere Energy Inc | +0.1% | +1487.36% | Add |
| 23 | QCOM | Qualcomm Inc | +0.1% | +229.79% | Add |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 25 | APCB | Activepassive Core Bond ETF | +0.1% | NEW | New buy |
| 26 | NFLX | Netflix Inc | +0.1% | +8.90% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.89% | Add |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.24% | Add |
| 29 | TJX | Tjx Companies Inc | +0.1% | NEW | New buy |
| 30 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.1% | NEW | New buy |
| 31 | CMG | Chipotle Mexican Grill Inc | +0.1% | +70.67% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.04% | Add |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +8.43% | Add |
| 34 | META | Meta Platforms Inc-class A | +0.1% | +10.89% | Add |
| 35 | XLF | Ss Financial Select Sector | 0% | +4.54% | Add |
| 36 | VGT | Vanguard Info Tech ETF | 0% | +3.06% | Add |
| 37 | JPST | Jpmorgan Ultra-short Income | 0% | +8.89% | Add |
| 38 | NVDA | Nvidia CORP | 0% | -2.75% | Trim |
| 39 | STLD | Steel Dynamics Inc | -0.1% | -94.45% | Trim |
| 40 | VNQ | Vanguard Real Estate ETF | -0.2% | -72.42% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.2% | +1.38% | Add |
| 42 | AMAT | Applied Materials Inc | -0.2% | -47.65% | Trim |
| 43 | IEMG | Ishares Core Msci Emerging | -0.2% | -13.69% | Trim |
| 44 | ADBE | Adobe Inc | -0.2% | -60.98% | Trim |
| 45 | FTNT | Fortinet Inc | -0.2% | EXIT | Sold out |
| 46 | CTAS | Cintas CORP | -0.2% | -78.80% | Trim |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -19.63% | Trim |
| 48 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | Sold out |
| 49 | XLK | Ss Technology Select Sector | -0.5% | -51.05% | Trim |
| 50 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -49.74% | Trim |
According to official SEC Form 13F filings, Spire Wealth Management reported a total U.S. public equity portfolio value of $3.3B across 2440 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, JPST) accounted for 17.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
UDOW
市值: $19.8M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $11.6M
During Q4 2024, Spire Wealth Management's top holdings by market value included IVV (4.4%)、AAPL (4.3%)、JPST (3.5%). The largest single position, IVV, represented 4.4% of total portfolio value.
In Q4 2024, Spire Wealth Management made 50 total portfolio adjustments, initiating 14 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.