Spire-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
2,463
Total Value
3121299956
Accession Number
0001858740-25-000002
Form Type
13F-HR
Manager Name
Spire-Wealth-Management
Data Enrichment
68% identified
1,686 identified777 unidentified

Holdings

2,463 positions • $3.1B total value
Manager:
Search and click to pin securities to the top
Page 1 of 124
464287200
Shares:246.4K
Value:$138.4M
% of Portfolio:4.4% ($138.4M/$3.1B)
Apple Inc.
Shares:500.2K
Value:$111.1M
% of Portfolio:3.6% ($111.1M/$3.1B)
46641Q837
Shares:2.1M
Value:$108.2M
% of Portfolio:3.5% ($108.2M/$3.1B)
NVIDIA CORP
Shares:712.1K
Value:$77.2M
% of Portfolio:2.5% ($77.2M/$3.1B)
MICROSOFT CORP
Shares:183.1K
Value:$68.7M
% of Portfolio:2.2% ($68.7M/$3.1B)
AMAZON COM INC
Shares:360.5K
Value:$68.6M
% of Portfolio:2.2% ($68.6M/$3.1B)
92204A702
Shares:118.2K
Value:$64.1M
% of Portfolio:2.1% ($64.1M/$3.1B)
SPDR S&P 500 ETF TRUST
Shares:90.0K
Value:$50.3M
% of Portfolio:1.6% ($50.3M/$3.1B)
81369Y605
Shares:821.7K
Value:$40.9M
% of Portfolio:1.3% ($40.9M/$3.1B)
Meta Platforms, Inc.
Shares:70.9K
Value:$40.9M
% of Portfolio:1.3% ($40.9M/$3.1B)
Alphabet Inc.
Shares:259.7K
Value:$40.2M
% of Portfolio:1.3% ($40.2M/$3.1B)
92206C102
Shares:681.0K
Value:$40.0M
% of Portfolio:1.3% ($40.0M/$3.1B)
464287226
Shares:335.2K
Value:$33.2M
% of Portfolio:1.1% ($33.2M/$3.1B)
COSTCO WHOLESALE CORP /NEW
Shares:34.9K
Value:$33.0M
% of Portfolio:1.1% ($33.0M/$3.1B)
464287408
Shares:161.3K
Value:$30.7M
% of Portfolio:1.0% ($30.7M/$3.1B)
ELI LILLY & Co
Shares:33.8K
Value:$27.9M
% of Portfolio:0.9% ($27.9M/$3.1B)
81369Y209
Shares:183.9K
Value:$26.8M
% of Portfolio:0.9% ($26.8M/$3.1B)
46432F842
Shares:353.1K
Value:$26.7M
% of Portfolio:0.9% ($26.7M/$3.1B)
316188309
Shares:584.7K
Value:$26.7M
% of Portfolio:0.9% ($26.7M/$3.1B)
922908363
Shares:51.7K
Value:$26.6M
% of Portfolio:0.9% ($26.6M/$3.1B)