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	XBXMX	Nuveen S&p 500 Buy-wr INC	Stock-Other	0.01%	—	+13.08%
2	EWW	Ishares Msci Mexico ETF	ETF-Other	0.01%	—	—
3	IWV	Ishares Russell 3000 ETF	ETF-Other	0.01%	—	+9.49%
4	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.01%	—	-2.27%
5	IVOV	Vanguard S&p Mid-cap 400 Val	ETF-Other	0.01%	—	—
6	KURE	Kraneshares Msci All China H	ETF-Emerging Markets	0.01%	—	-0.00%
7	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.01%	—	+28.85%
8	PH	Parker Hannifin CORP	Stock-Industrials	0.01%	—	-34.23%
9	JULW	Alianzim US Eq Bfr20 Jul-usd	ETF-Other	0.01%	—	-29.50%
10	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	0.01%	—	+0.64%
11	TTD	Trade Desk Inc/the -class A	Stock-Comm Services	0.01%	—	-36.28%
12	MOO	Vaneck Agribusiness ETF	ETF-Other	0.01%	—	-0.63%
13	SAP	Sap Se-sponsored Adr	Stock-Tech	0.01%	—	-5.19%
14	L	Loews CORP	Stock-Financials	0.01%	—	-0.68%
15	PLD	Prologis INC	Stock-Real Estate	0.01%	—	-11.94%
16	FANG	Diamondback Energy INC	Stock-Energy	0.01%	—	-16.16%
17	WSBC	Wesbanco INC	Stock-Other	0.01%	—	+34162.50%
18	DECK	Deckers Outdoor CORP	Stock-Consumer Disc	0.01%	—	+1.07%
19	OXY	Occidental Petroleum CORP	Stock-Energy	0.01%	—	+152.52%
20	PAA	Plains All Amer Pipeline LP	Stock-Energy	0.01%	—	+0.97%
21	CIBR	First Trust Nasdaq Cybersecu	ETF-Tech	0.01%	—	-2.14%
22	CQP	Cheniere Energy Partners LP	Stock-Other	0.01%	—	+8.05%
23	NRG	Nrg Energy INC	Stock-Utilities	0.01%	—	+55.10%
24	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.01%	—	-0.72%
25	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	0.01%	—	-0.34%
26	BOTZ	Global X Robotics & Artifici	ETF-Other	0.01%	—	—
27	NMFC	New Mountain Finance CORP	Stock-Other	0.01%	—	—
28	PSX	Phillips 66	Stock-Energy	0.01%	—	+17.64%
29	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	0.01%	—	+0.13%
30	UBS	UBS Group AG	Stock-Financials	0.01%	—	+1.59%
31	PPA	Invesco Aerospace & Defense	ETF-Other	0.01%	—	+10.35%
32	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	0.01%	—	—
33	PMAY	Innovator U.s. Equity Power	ETF-Other	0.01%	—	-1.32%
34	FXZ	First Trust Materials Alphad	ETF-Other	0.01%	—	—
35	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	0.01%	—	+1067.14%
36	PAYC	Paycom Software INC	Stock-Tech	0.01%	—	+183.26%
37	AVY	Avery Dennison CORP	Stock-Consumer Disc	0.01%	—	+630.90%
38	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.01%	—	-12.91%
39	FDS	Factset Research Systems INC	Stock-Financials	0.01%	—	-5.81%
40	ICSH	Ishares Ultra Short Duration	ETF-Other	0.01%	—	+0.25%
41	AUGW	Alianzim US Eq Bfr20 Aug-usd	ETF-Other	0.01%	—	-27.15%
42	TRGP	Targa Resources CORP	Stock-Energy	0.01%	—	-2.17%
43	MPWR	Monolithic Power Systems INC	Stock-Tech	0.01%	—	-5.52%
44	RIO	Rio Tinto Plc-spon Adr	Stock-Materials	0.01%	—	-1.34%
45	IYM	Ishares U.s. Basic Materials	ETF-Other	0.01%	—	+0.28%
46	RVTY	Revvity INC	Stock-Healthcare	0.01%	—	-0.19%
47	EXEL	Exelixis INC	Stock-Healthcare	0.01%	—	+15.33%
48	SMAY	Ft Vest U.s. Small Cap Moder	ETF-Small Cap	0.01%	—	-12.20%
49	IYH	Ishares U.s. Healthcare ETF	ETF-Other	0.01%	—	-2.85%
50	IWC	Ishares Micro-cap ETF	ETF-Other	0.01%	—	-0.03%

1–50 of 200