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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Page 7 of 124
AMPHENOL CORP /DE/
Shares:78.0K
Value:$5.1M
% of Portfolio:0.2% ($5.1M/$3.1B)
LOCKHEED MARTIN CORP
Shares:11.3K
Value:$5.1M
% of Portfolio:0.2% ($5.1M/$3.1B)
921937827
Shares:64.1K
Value:$5.0M
% of Portfolio:0.2% ($5.0M/$3.1B)
921937819
Shares:65.2K
Value:$5.0M
% of Portfolio:0.2% ($5.0M/$3.1B)
464287515
Shares:55.6K
Value:$4.9M
% of Portfolio:0.2% ($4.9M/$3.1B)
PEPSICO INC
Shares:33.0K
Value:$4.9M
% of Portfolio:0.2% ($4.9M/$3.1B)
CATERPILLAR INC
Shares:14.9K
Value:$4.9M
% of Portfolio:0.2% ($4.9M/$3.1B)
CVS HEALTH Corp
Shares:72.3K
Value:$4.9M
% of Portfolio:0.2% ($4.9M/$3.1B)
Medtronic plc
Shares:54.0K
Value:$4.8M
% of Portfolio:0.2% ($4.8M/$3.1B)
315912808
Shares:70.1K
Value:$4.8M
% of Portfolio:0.2% ($4.8M/$3.1B)
AXON ENTERPRISE, INC.
Shares:9.0K
Value:$4.7M
% of Portfolio:0.2% ($4.7M/$3.1B)
922908512
Shares:29.2K
Value:$4.7M
% of Portfolio:0.2% ($4.7M/$3.1B)
Floor & Decor Holdings, Inc.
Shares:57.9K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$3.1B)
922020805
Shares:93.3K
Value:$4.7M
% of Portfolio:0.1% ($4.7M/$3.1B)
921908844
Shares:23.8K
Value:$4.6M
% of Portfolio:0.1% ($4.6M/$3.1B)
GOLDMAN SACHS GROUP INC
Shares:8.3K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.1B)
89834G752
Shares:152.1K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.1B)
Blackstone Inc.
Shares:32.1K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.1B)
46137V357
Shares:25.8K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.1B)
464288679
Shares:40.3K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.1B)