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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25434V401
Shares:248.4K
Value:$15.0M
% of Portfolio:0.5% ($15.0M/$3.1B)
Uber Technologies, Inc
Shares:201.3K
Value:$14.7M
% of Portfolio:0.5% ($14.7M/$3.1B)
EXXON MOBIL CORP
Shares:121.5K
Value:$14.4M
% of Portfolio:0.5% ($14.4M/$3.1B)
HOME DEPOT, INC.
Shares:38.0K
Value:$13.9M
% of Portfolio:0.4% ($13.9M/$3.1B)
464288281
Shares:146.9K
Value:$13.3M
% of Portfolio:0.4% ($13.3M/$3.1B)
Walmart Inc.
Shares:149.0K
Value:$13.1M
% of Portfolio:0.4% ($13.1M/$3.1B)
25434V724
Shares:317.2K
Value:$13.1M
% of Portfolio:0.4% ($13.1M/$3.1B)
81369Y308
Shares:158.5K
Value:$12.9M
% of Portfolio:0.4% ($12.9M/$3.1B)
MCKESSON CORP
Shares:18.8K
Value:$12.7M
% of Portfolio:0.4% ($12.7M/$3.1B)
81369Y803
Shares:59.6K
Value:$12.3M
% of Portfolio:0.4% ($12.3M/$3.1B)
PROCTER & GAMBLE Co
Shares:70.7K
Value:$12.0M
% of Portfolio:0.4% ($12.0M/$3.1B)
464287465
Shares:146.4K
Value:$12.0M
% of Portfolio:0.4% ($12.0M/$3.1B)
Broadcom Inc.
Shares:71.1K
Value:$11.9M
% of Portfolio:0.4% ($11.9M/$3.1B)
INTUITIVE SURGICAL INC
Shares:23.9K
Value:$11.8M
% of Portfolio:0.4% ($11.8M/$3.1B)
46432F339
Shares:68.9K
Value:$11.8M
% of Portfolio:0.4% ($11.8M/$3.1B)
74347R107
Shares:140.2K
Value:$11.6M
% of Portfolio:0.4% ($11.6M/$3.1B)
464287507
Shares:198.8K
Value:$11.6M
% of Portfolio:0.4% ($11.6M/$3.1B)
464287432
Shares:124.8K
Value:$11.4M
% of Portfolio:0.4% ($11.4M/$3.1B)
464287440
Shares:116.1K
Value:$11.1M
% of Portfolio:0.4% ($11.1M/$3.1B)
MARRIOTT INTERNATIONAL INC /MD/
Shares:45.3K
Value:$10.8M
% of Portfolio:0.3% ($10.8M/$3.1B)