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	FTC	First Trust Large Cap Growth	ETF-Large Cap & Growth	0.01%	—	-15.35%
2	TXRH	Texas Roadhouse INC	Stock-Consumer Disc	0.01%	—	-7.13%
3	FDX	Fedex CORP	Stock-Industrials	0.01%	—	+25.42%
4	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.01%	—	-3.90%
5	LAMR	Lamar Advertising Co-a	Stock-Real Estate	0.01%	—	+1.17%
6	CMI	Cummins INC	Stock-Industrials	0.01%	—	-1.44%
7	STX	Seagate Technology Holdings plc	Stock-Tech	0.01%	—	+3.87%
8	BTI	British American Tob-sp Adr	Stock-Consumer Staples	0.01%	—	-0.17%
9	AAAU	Goldman Sachs Physical Gold	ETF-Commodities	0.01%	—	+0.01%
10	IVLU	Ishares Msci International V	ETF-Other	0.01%	—	-1.85%
11	PJAN	Innovator U.s. Equity Power	ETF-Other	0.01%	—	-29.53%
12	IYR	Ishares US Real Estate ETF	ETF-Other	0.01%	—	-56.88%
13	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.01%	—	—
14	KHC	Kraft Heinz Co/the	Stock-Consumer Staples	0.01%	—	-3.59%
15	QDEC	Ft Vest Nasdaq-100 Buffer Et	ETF-Tech	0.01%	—	-37.89%
16	GMAR	Ft Vest US Equity Moderate B	ETF-Other	0.01%	—	-10.29%
17	CLS	Celestica INC	Stock-Tech	0.01%	—	+29.25%
18	JVAL	Jpmorgan US Value Factor ETF	ETF-Other	0.01%	—	-12.78%
19	STZ	Constellation Brands Inc-a	Stock-Consumer Staples	0.01%	—	-58.71%
20	GJUL	Ft Vest US Equity Moderate B	ETF-Other	0.01%	—	-25.55%
21	F	Ford Motor Co	Stock-Consumer Disc	0.01%	—	+8.41%
22	ARGT	Global X Msci Argentina ETF	ETF-Other	0.01%	—	+0.08%
23	ZNOV	Invtr Equ De Pr ETF - 1 Yr N	ETF-Other	0.01%	—	—
24	ELV	Elevance Health INC	Stock-Healthcare	0.01%	—	+1.99%
25	PML	Pimco Municipal Income Fd Ii	Stock-Other	0.01%	—	—
26	IXC	Ishares Global Energy ETF	ETF-Other	0.01%	—	-1.76%
27	VMC	Vulcan Materials Co	Stock-Materials	0.01%	—	-0.48%
28	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.01%	—	+337.89%
29	VTR	Ventas INC	Stock-Real Estate	0.01%	—	+10.05%
30	WPC	Wp Carey INC	Stock-Real Estate	0.01%	—	+48.52%
31	WY	Weyerhaeuser Co	Stock-Real Estate	0.01%	—	+40.66%
32	VRT	Vertiv Holdings Co-a	Stock-Industrials	0.01%	—	-66.83%
33	CMS	Cms Energy CORP	Stock-Utilities	0.01%	—	+6.43%
34	SON	Sonoco Products Co	Stock-Consumer Disc	0.01%	—	+11.28%
35	BNOV	Innovator U.s. Equity Buffer	ETF-Other	0.01%	—	—
36	XCHYX	Calamos Convert & High INC	Stock-Other	0.01%	—	+4.89%
37	RKLB	Rocket Lab Corporation	Stock-Industrials	0.01%	—	-8.77%
38	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.01%	—	+0.05%
39	HYGV	Flexshares High Yield Value	ETF-High Yield	0.01%	—	+4.70%
40	SPNT	SiriusPoint Ltd.	Stock-Other	0.01%	—	+3.40%
41	IVT	Inventrust Properties CORP	Stock-Other	0.01%	—	+659.59%
42	FEMS	First Trust Emerging Markets	ETF-Emerging Markets	0.01%	—	+0.08%
43	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.01%	—	—
44	BROS	Dutch Bros Inc-class A	Stock-Consumer Disc	0.01%	—	+357.39%
45	HPE	Hewlett Packard Enterprise	Stock-Tech	0.01%	—	+361.04%
46	KMB	Kimberly-clark CORP	Stock-Consumer Staples	0.01%	—	+6.43%
47	NSEP	Innovator G100 Pb Etf-sep	ETF-Other	0.01%	—	+92.57%
48	VERX	Vertex INC - Class A	Stock-Other	0.01%	—	-83.51%
49	UCO	Proshares Ultra Bloomberg Cr	ETF-Other	0.01%	—	-7.11%
50	LEN	Lennar Corp-a	Stock-Consumer Disc	0.01%	—	+0.59%

1–50 of 200