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:
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46090A804
Shares:561.5K
Value:$26.3M
% of Portfolio:0.8% ($26.3M/$3.1B)
41653L305
Shares:770.2K
Value:$26.1M
% of Portfolio:0.8% ($26.1M/$3.1B)
81369Y852
Shares:258.0K
Value:$24.9M
% of Portfolio:0.8% ($24.9M/$3.1B)
JPMORGAN CHASE & CO
Shares:99.2K
Value:$24.3M
% of Portfolio:0.8% ($24.3M/$3.1B)
464287671
Shares:190.3K
Value:$24.2M
% of Portfolio:0.8% ($24.2M/$3.1B)
81369Y704
Shares:175.1K
Value:$22.9M
% of Portfolio:0.7% ($22.9M/$3.1B)
46641Q670
Shares:475.0K
Value:$22.3M
% of Portfolio:0.7% ($22.3M/$3.1B)
VISA INC.
Shares:62.3K
Value:$21.8M
% of Portfolio:0.7% ($21.8M/$3.1B)
92204A108
Shares:66.8K
Value:$21.7M
% of Portfolio:0.7% ($21.7M/$3.1B)
Mastercard Inc
Shares:38.6K
Value:$21.2M
% of Portfolio:0.7% ($21.2M/$3.1B)
BERKSHIRE HATHAWAY INC
Shares:39.4K
Value:$21.0M
% of Portfolio:0.7% ($21.0M/$3.1B)
922908744
Shares:121.2K
Value:$20.9M
% of Portfolio:0.7% ($20.9M/$3.1B)
NETFLIX INC
Shares:20.9K
Value:$19.5M
% of Portfolio:0.6% ($19.5M/$3.1B)
464287309
Shares:206.0K
Value:$19.1M
% of Portfolio:0.6% ($19.1M/$3.1B)
464287614
Shares:51.6K
Value:$18.6M
% of Portfolio:0.6% ($18.6M/$3.1B)
46434G103
Shares:338.1K
Value:$18.2M
% of Portfolio:0.6% ($18.2M/$3.1B)
INVESCO QQQ TRUST, SERIES 1
Shares:36.7K
Value:$17.2M
% of Portfolio:0.6% ($17.2M/$3.1B)
464288240
Shares:300.9K
Value:$16.7M
% of Portfolio:0.5% ($16.7M/$3.1B)
UNITEDHEALTH GROUP INC
Shares:31.2K
Value:$16.3M
% of Portfolio:0.5% ($16.3M/$3.1B)
Alphabet Inc.
Shares:98.5K
Value:$15.4M
% of Portfolio:0.5% ($15.4M/$3.1B)