Spire Wealth Management

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

2,463 positions • $3,121,299.956K total value

2,463 positions

Manager:

SEC FilingSEC DataHachi Filing

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46090A804

561468(+2.4%)

Value:

$26.3B(+3.6%)

41653L305

770189(+1.5%)

Value:

$26.1B(+3.1%)

81369Y852

258004(-0.6%)

Value:

$24.9B(-1.0%)

JPMORGAN CHASE & CO

JPM|46625H100

99162(+4.3%)

Value:

$24.3B(+6.7%)

464287671

IUSG|464287671

190314(-8.5%)

Value:

$24.2B(-16.6%)

81369Y704

175054(+3.2%)

Value:

$22.9B(+2.7%)

46641Q670

475044(+742156.3%)

Value:

$22.3B(+757907.8%)

VISA INC.

V|92826C839

62291(+7.4%)

Value:

$21.8B(+19.1%)

92204A108

66800(-0.7%)

Value:

$21.7B(-13.9%)

Mastercard Inc

MA|57636Q104

38628(-19.0%)

Value:

$21.2B(-15.7%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

39427(+9.5%)

Value:

$21.0B(+28.7%)

922908744

VTV|922908744

121203(+1.1%)

Value:

$20.9B(+3.1%)

NETFLIX INC

NFLX|64110L106

20923(-5.4%)

Value:

$19.5B(-1.0%)

464287309

IVW|464287309

205988(+1.0%)

Value:

$19.1B(-7.6%)

464287614

IWF|464287614

51615(+0.2%)

Value:

$18.6B(-9.9%)

46434G103

IEMG|46434G103

338051(-1.5%)

Value:

$18.2B(+1.8%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

36742(+10.4%)

Value:

$17.2B(+1.2%)

464288240

300863(-2.3%)

Value:

$16.7B(+3.9%)

UNITEDHEALTH GROUP INC

UNH|91324P102

31214(-0.4%)

Value:

$16.3B(+3.1%)

Alphabet Inc.

GOOG|02079K107

98534(-1.7%)

Value:

$15.4B(-19.4%)

Instrument	Shares		Other Manager	Value
(cusip46090A804)✕	561.5K	QoQ +2.41% (+13.3K) YoY -2.63% (-15.2K)	All Managers (Combined)	$26.3M	QoQ +3.58% (+$912.7K) YoY -77.89% (-$92.9M)
(cusip41653L305)✕	770.2K	QoQ +1.49% (+11.4K) YoY -3.43% (-27.4K)	All Managers (Combined)	$26.1M	QoQ +3.11% (+$786.9K) YoY -78.71% (-$96.4M)
(cusip81369Y852)✕	258.0K	QoQ -0.62% (-1.6K) YoY -18.05% (-56.9K)	All Managers (Combined)	$24.9M	QoQ -0.99% (-$249.1K) YoY -56.05% (-$31.7M)
Jpmorgan Chase & Co(JPMcusip46625H100)	99.2K	QoQ +4.31% (+4.1K) YoY -8.98% (-9.8K)	All Managers (Combined)	$24.3M	QoQ +6.74% (+$1.5M) YoY -37.99% (-$14.9M)
(IUSGcusip464287671)	190.3K	QoQ -8.50% (-17.7K) YoY +24.44% (-37.4K)	All Managers (Combined)	$24.2M	QoQ -16.55% (-$4.8M) YoY -80.73% (-$101.3M)
(cusip81369Y704)✕	175.1K	QoQ +3.23% (+5.5K) YoY -12.26% (-24.5K)	All Managers (Combined)	$22.9M	QoQ +2.69% (+$602.8K) YoY -60.67% (-$35.4M)
(cusip46641Q670)✕	475.0K	QoQ +742156.25% (+475.0K) YoY +698494.11% (+475.0K)	All Managers (Combined)	$22.3M	QoQ +757907.80% (+$22.3M) YoY +704378.87% (+$22.3M)
Visa Inc.(Vcusip92826C839)	62.3K	QoQ +7.40% (+4.3K) YoY -16.05% (-11.9K)	All Managers (Combined)	$21.8M	QoQ +19.09% (+$3.5M) YoY +5.42% (-$1.1M)
(cusip92204A108)✕	66.8K	QoQ -0.70% (-477) YoY -12.08% (-9.2K)	All Managers (Combined)	$21.7M	QoQ -13.90% (-$3.5M) YoY -64.14% (-$38.9M)
Mastercard Inc(MAcusip57636Q104)	38.6K	QoQ -19.00% (-9.1K) YoY -33.20% (-19.2K)	All Managers (Combined)	$21.2M	QoQ -15.68% (-$3.9M) YoY -50.48% (-$21.6M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	39.4K	QoQ +9.51% (+3.4K) YoY -0.77% (-308)	All Managers (Combined)	$21.0M	QoQ +28.67% (+$4.7M) YoY +25.66% (-$4.3M)
(VTVcusip922908744)	121.2K	QoQ +1.08% (+1.3K) YoY +3.75% (+4.4K)	All Managers (Combined)	$20.9M	QoQ +3.13% (+$636.3K) YoY +10.05% (+$1.9M)
Netflix Inc(NFLXcusip64110L106)	20.9K	QoQ -5.39% (-1.2K) YoY +74.48% (+8.9K)	All Managers (Combined)	$19.5M	QoQ -1.02% (-$201.6K) YoY +167.92% (+$12.2M)
(IVWcusip464287309)	206.0K	QoQ +1.02% (-2.1K) YoY -8.67% (-19.6K)	All Managers (Combined)	$19.1M	QoQ -7.63% (-$1.6M) YoY +0.39% (-$75.9K)
(IWFcusip464287614)	51.6K	QoQ +0.23% (-119) YoY -1.55% (-816)	All Managers (Combined)	$18.6M	QoQ -9.87% (-$2.0M) YoY +5.46% (-$965.7K)
(IEMGcusip46434G103)	338.1K	QoQ -1.49% (-5.1K) YoY -19.90% (-84.0K)	All Managers (Combined)	$18.2M	QoQ +1.80% (-$323.8K) YoY -83.60% (-$93.0M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	36.7K	QoQ +10.38% (+3.5K) YoY +12.00% (+3.9K)	All Managers (Combined)	$17.2M	QoQ +1.24% (+$212.6K) YoY +18.28% (+$2.7M)
(cusip464288240)✕	300.9K	QoQ -2.31% (-7.1K) YoY -24.37% (-97.0K)	All Managers (Combined)	$16.7M	QoQ +3.85% (-$618.7K) YoY -88.08% (-$123.3M)
Unitedhealth Group Inc(UNHcusip91324P102)	31.2K	QoQ -0.37% (-119) YoY +129958.33% (+31.2K)	All Managers (Combined)	$16.3M	QoQ +3.14% (-$498.1K) YoY +37.69% (+$4.5M)
Alphabet Inc.(GOOGcusip02079K107)	98.5K	QoQ -1.73% (-1.7K) YoY -2.95% (-3.0K)	All Managers (Combined)	$15.4M	QoQ -19.38% (-$3.7M) YoY -0.42% (-$65.7K)