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 3 of 124
25434V401
25434V401
Shares:
248379(+2.8%)
Value:
$15.0B(-2.5%)
Uber Technologies, Inc
UBER|90353T100
Shares:
201314(+7.4%)
Value:
$14.7B(+29.7%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
121484(-4.7%)
Value:
$14.4B(+5.4%)
HOME DEPOT, INC.
HD|437076102
Shares:
37964(-0.7%)
Value:
$13.9B(-6.5%)
464288281
464288281
Shares:
146887(+0.7%)
Value:
$13.3B(+2.5%)
Walmart Inc.
WMT|931142103
Shares:
149020(-11.8%)
Value:
$13.1B(-14.3%)
25434V724
25434V724
Shares:
317204(+3.1%)
Value:
$13.1B(+3.8%)
81369Y308
81369Y308
Shares:
158537(+16.4%)
Value:
$12.9B(+21.0%)
MCKESSON CORP
MCK|58155Q103
Shares:
18842(-2.0%)
Value:
$12.7B(+15.7%)
81369Y803
XLK|81369Y803
Shares:
59558(+0.7%)
Value:
$12.3B(-10.6%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
70686(+5.3%)
Value:
$12.0B(+7.0%)
464287465
EFA|464287465
Shares:
146429(-0.6%)
Value:
$12.0B(+7.5%)
Broadcom Inc.
AVGO|11135F101
Shares:
71117(-0.9%)
Value:
$11.9B(-28.5%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
23909(+10.1%)
Value:
$11.8B(+4.4%)
46432F339
QUAL|46432F339
Shares:
68859(+3.3%)
Value:
$11.8B(-0.8%)
74347R107
74347R107
Shares:
140152(+13.8%)
Value:
$11.6B(+1.8%)
464287507
IJH|464287507
Shares:
198770(-16.6%)
Value:
$11.6B(-21.9%)
464287432
464287432
Shares:
124773(+275.4%)
Value:
$11.4B(+291.3%)
464287440
IEF|464287440
Shares:
116114(+0.7%)
Value:
$11.1B(+3.9%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
45262(+0.7%)
Value:
$10.8B(-14.0%)