Spire Wealth Management

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001858740
Manager Name
Spire Wealth Management
Data Enrichment
68% identified
1,686 identified777 unidentified

Holdings

2,463 positions
Manager:
SEC
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Page 12 of 124
81369Y860
81369Y860
Shares:
65741(-35.4%)
Value:
$2.8B(-33.5%)
Ulta Beauty, Inc.
ULTA|90384S303
Shares:
7494(+643.5%)
Value:
$2.7B(+526.5%)
SCHLUMBERGER LIMITED/NV
SLB|806857108
Shares:
65566(+228.7%)
Value:
$2.7B(+258.3%)
00888H786
00888H786
Shares:
90076(+345.8%)
Value:
$2.7B(+337.3%)
33734X176
33734X176
Shares:
20653(-0.7%)
Value:
$2.7B(-11.6%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
41671(+57.3%)
Value:
$2.7B(+20.3%)
922908652
VXF|922908652
Shares:
15283(+1.4%)
Value:
$2.6B(-8.0%)
922042742
VT|922042742
Shares:
22480(+0.1%)
Value:
$2.6B(-1.2%)
ORACLE CORP
ORCL|68389X105
Shares:
18540(-3.5%)
Value:
$2.6B(-19.0%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
12927(+57.1%)
Value:
$2.6B(+88.5%)
45782C532
45782C532
Shares:
75309(-6.5%)
Value:
$2.6B(-8.6%)
33740F839
33740F839
Shares:
61218(-7.2%)
Value:
$2.6B(-9.2%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
16601(-63.3%)
Value:
$2.6B(-63.3%)
922042775
VEU|922042775
Shares:
41819(-0.8%)
Value:
$2.5B(+4.9%)
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT|27828G107
Shares:
108027(+33.4%)
Value:
$2.5B(+29.1%)
46429B697
USMV|46429B697
Shares:
26770(-3.8%)
Value:
$2.5B(+1.5%)
00888H794
00888H794
Shares:
83554(-6.8%)
Value:
$2.5B(-8.2%)
85207K107
85207K107
Shares:
213039(+6.5%)
Value:
$2.5B(+28.0%)
922908751
VB|922908751
Shares:
10930(-73.4%)
Value:
$2.4B(-75.4%)
33738R704
33738R704
Shares:
35294(+4.4%)
Value:
$2.4B(-7.5%)