Spire Wealth Management — Q1 2025 13F Holdings

Name: Spire Wealth Management — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001858740

Total reported value

$2.9B

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Full holdings list this quarter

Showing top 200 holdings (of 2463 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	FIXD	First Trust Smith Opportunis	ETF-Other	0.09%	—	-89.47%
2	KR	Kroger Co	Stock-Consumer Staples	0.09%	—	+0.82%
3	FSK	Fs Kkr Capital CORP	Stock-Financials	0.09%	—	+9.27%
4	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.09%	—	+37.64%
5	DIVO	Amplify Cwp Enhan Divid ETF	ETF-Other	0.09%	—	+6.20%
6	DDEC	Ft Vest U.s. Equity Deep Buf	ETF-Other	0.09%	—	+86.91%
7	DFIS	Dimensional International Sm	ETF-Other	0.09%	—	+8.30%
8	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.09%	—	+2.84%
9	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.09%	-0.20%	-56.90%
10	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.09%	—	-11.65%
11	CSCO	Cisco Systems INC	Stock-Tech	0.09%	—	+6.91%
12	RHI	Robert Half INC	Stock-Industrials	0.09%	—	+1629.86%
13	KO	Coca-cola Co/the	Stock-Consumer Staples	0.09%	—	+3.52%
14	SCHR	Schwab Intermediate-term US	ETF-Other	0.09%	—	-8.27%
15	BWA	Borgwarner INC	Stock-Consumer Disc	0.09%	—	+1331.69%
16	SDVY	First Trust Smid Cap Rising	ETF-Other	0.09%	—	+0.99%
17	DISV	Dimensional International Sm	ETF-Other	0.09%	—	+5.60%
18	PM	Philip Morris International	Stock-Consumer Staples	0.09%	—	+0.40%
19	UFEB	Innovator U.s. Equity Ultra	ETF-Other	0.09%	—	+338.80%
20	SOXX	Ishares Semiconductor ETF	ETF-Other	0.09%	+0.17%	-8.53%
21	DJAN	Ft Vest U.s. Equity Deep Buf	ETF-Other	0.09%	—	+329.91%
22	XLRE	Ss Real Estate Select Sector	ETF-Other	0.09%	—	-35.43%
23	ULTA	Ulta Beauty INC	Stock-Consumer Disc	0.09%	—	+643.45%
24	SLB	Slb LTD	Stock-Energy	0.09%	—	+228.65%
25	FEBW	Alianzim US Eq Bfr20 Feb-usd	ETF-Other	0.09%	—	+345.83%
26	FXL	First Trust Technology Alpha	ETF-Tech	0.09%	—	-0.72%
27	PYPL	Paypal Holdings INC	Stock-Financials	0.09%	—	+57.32%
28	VXF	Vanguard Extended Market ETF	ETF-Other	0.08%	—	+1.42%
29	VT	Vanguard Tot World Stk ETF	ETF-Other	0.08%	—	+0.09%
30	ORCL	Oracle CORP	Stock-Tech	0.08%	—	-3.51%
31	GE	General Electric	Stock-Industrials	0.08%	—	+57.09%
32	UDEC	Innovator U.s. Equity Ultra	ETF-Other	0.08%	—	-6.55%
33	DNOV	Ft Vest US Equity Deep Buffe	ETF-Other	0.08%	—	-7.19%
34	QCOM	Qualcomm INC	Stock-Tech	0.08%	—	-63.28%
35	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.08%	—	-0.75%
36	XEVTX	Eaton Vance Tax-adv Dvd INC	Stock-Other	0.08%	—	+33.44%
37	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.08%	—	-3.76%
38	DECW	Alianzim US Eq Bfr20 Dec-usd	ETF-Other	0.08%	—	-6.81%
39	PSLV	Sprott Physical Silver Trust	Stock-Other	0.08%	—	+6.45%
40	VB	Vanguard Small-cap ETF	ETF-Other	0.08%	—	-73.39%
41	AIRR	First Trust Rba American Ind	ETF-Other	0.08%	—	+4.43%
42	AEP	American Electric Power	Stock-Utilities	0.08%	—	+473.18%
43	TNA	Dir Dai Sml Ca Bul 3x Et-usd	ETF-Other	0.08%	—	+6.65%
44	PJUL	Innovator U.s. Equity Power	ETF-Other	0.08%	—	—
45	VZ	Verizon Communications INC	Stock-Comm Services	0.08%	—	+3.55%
46	CGGR	Cap Group Growth Equity	ETF-Other	0.07%	—	+0.82%
47	MCO	Moody's CORP	Stock-Financials	0.07%	—	-5.42%
48	T	At&t INC	Stock-Comm Services	0.07%	—	+71.72%
49	TGT	Target CORP	Stock-Consumer Disc	0.07%	—	+305.25%
50	PMAR	Innovator U.s. Equity Power	ETF-Other	0.07%	—	+131.21%

1–50 of 200