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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AMPHENOL CORP /DE/

APH|032095101

77982(-20.8%)

Value:

$5.1B(-25.2%)

LOCKHEED MARTIN CORP

LMT|539830109

11346(-0.9%)

Value:

$5.1B(-8.9%)

921937827

BSV|921937827

64110(+19.2%)

Value:

$5.0B(+20.8%)

921937819

BIV|921937819

65180(+30.3%)

Value:

$5.0B(+33.5%)

464287515

55553(+1419.9%)

Value:

$4.9B(+1251.0%)

PEPSICO INC

PEP|713448108

32963(+73.6%)

Value:

$4.9B(+71.2%)

CATERPILLAR INC

CAT|149123101

14916(+15.5%)

Value:

$4.9B(+5.0%)

CVS HEALTH Corp

CVS|126650100

72340(+483.5%)

Value:

$4.9B(+780.7%)

Medtronic plc

MDT|G5960L103

53959(+355.4%)

Value:

$4.8B(+412.3%)

315912808

70077(-18.7%)

Value:

$4.8B(-27.3%)

AXON ENTERPRISE, INC.

AXON|05464C101

8958(+5.7%)

Value:

$4.7B(-6.4%)

922908512

VOE|922908512

29185(-1.1%)

Value:

$4.7B(-1.9%)

Floor & Decor Holdings, Inc.

FND|339750101

57860(-0.3%)

Value:

$4.7B(-19.5%)

922020805

93277(+5.6%)

Value:

$4.7B(+8.8%)

921908844

VIG|921908844

23848(-22.7%)

Value:

$4.6B(-23.4%)

GOLDMAN SACHS GROUP INC

GS|38141G104

8258(+62.3%)

Value:

$4.5B(+54.9%)

89834G752

152140(+3.3%)

Value:

$4.5B(+5.2%)

Blackstone Inc.

BX|09260D107

32134(+3.9%)

Value:

$4.5B(-15.7%)

46137V357

RSP|46137V357

25770(-4.7%)

Value:

$4.5B(-5.8%)

464288679

40276(+12.3%)

Value:

$4.4B(+12.7%)

Instrument	Shares		Other Manager	Value
Amphenol Corp /De/(APHcusip032095101)	78.0K	QoQ -20.77% (-20.4K) YoY +8048.58% (+77.0K)	All Managers (Combined)	$5.1M	QoQ -25.17% (-$1.7M) YoY +4533.44% (+$5.0M)
Lockheed Martin Corp(LMTcusip539830109)	11.3K	QoQ -0.90% (-104) YoY +19.72% (+1.9K)	All Managers (Combined)	$5.1M	QoQ -8.91% (-$495.8K) YoY +17.57% (+$757.5K)
(BSVcusip921937827)	64.1K	QoQ +19.24% (+10.3K) YoY +18.31% (+9.9K)	All Managers (Combined)	$5.0M	QoQ +20.80% (+$864.4K) YoY +20.79% (+$864.1K)
(BIVcusip921937819)	65.2K	QoQ +30.30% (+15.2K) YoY +844.09% (+58.3K)	All Managers (Combined)	$5.0M	QoQ +33.51% (+$1.3M) YoY +858.79% (+$4.5M)
(cusip464287515)✕	55.6K	QoQ +1419.91% (+51.9K) YoY +4838.04% (+54.4K)	All Managers (Combined)	$4.9M	QoQ +1250.95% (+$4.6M) YoY +5053.45% (+$4.8M)
Pepsico Inc(PEPcusip713448108)	33.0K	QoQ +73.63% (+14.0K) YoY -40.14% (-22.1K)	All Managers (Combined)	$4.9M	QoQ +71.21% (+$2.1M) YoY -48.71% (-$4.7M)
Caterpillar Inc(CATcusip149123101)	14.9K	QoQ +15.47% (+2.0K) YoY +6.69% (-936)	All Managers (Combined)	$4.9M	QoQ +4.97% (+$233.3K) YoY -3.96% (-$203.3K)
Cvs Health Corp(CVScusip126650100)	72.3K	QoQ +483.52% (+59.9K) YoY +446.74% (+59.1K)	All Managers (Combined)	$4.9M	QoQ +780.69% (+$4.3M) YoY +364.41% (+$3.8M)
Medtronic Plc(MDTcusipG5960L103)	54.0K	QoQ +355.38% (+42.1K) YoY +277.46% (+39.7K)	All Managers (Combined)	$4.8M	QoQ +412.30% (+$3.9M) YoY +289.20% (+$3.6M)
(cusip315912808)✕	70.1K	QoQ -18.72% (-16.1K) YoY NEW(+70.1K)	All Managers (Combined)	$4.8M	QoQ -27.26% (-$1.8M) YoY NEW(+$4.8M)
Axon Enterprise, Inc.(AXONcusip05464C101)	9.0K	QoQ +5.72% (-485) YoY +141.00% (+5.2K)	All Managers (Combined)	$4.7M	QoQ -6.43% (-$323.9K) YoY +305.13% (+$3.5M)
(VOEcusip922908512)	29.2K	QoQ -1.13% (-334) YoY -6.02% (-1.9K)	All Managers (Combined)	$4.7M	QoQ -1.88% (-$89.9K) YoY -3.23% (-$156.5K)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	57.9K	QoQ -0.31% (-184) YoY -6.31% (-3.9K)	All Managers (Combined)	$4.7M	QoQ -19.54% (-$1.1M) YoY -79.54% (-$18.1M)
(cusip922020805)✕	93.3K	QoQ +5.56% (+4.9K) YoY +28.17% (+20.5K)	All Managers (Combined)	$4.7M	QoQ +8.79% (+$376.3K) YoY +33.55% (+$1.2M)
(VIGcusip921908844)	23.8K	QoQ -22.66% (-7.0K) YoY -41.16% (-16.7K)	All Managers (Combined)	$4.6M	QoQ -23.39% (-$1.4M) YoY -37.49% (-$2.8M)
Goldman Sachs Group Inc(GScusip38141G104)	8.3K	QoQ +62.33% (+3.2K) YoY +48.23% (+2.7K)	All Managers (Combined)	$4.5M	QoQ +54.85% (+$1.6M) YoY +93.88% (+$2.2M)
(cusip89834G752)✕	152.1K	QoQ +3.25% (+4.8K) YoY NEW(+152.1K)	All Managers (Combined)	$4.5M	QoQ +5.24% (+$224.1K) YoY NEW(+$4.5M)
Blackstone Inc.(BXcusip09260D107)	32.1K	QoQ +3.94% (-1.2K) YoY +3.14% (+981)	All Managers (Combined)	$4.5M	QoQ -15.72% (-$838.4K) YoY +9.75% (+$399.2K)
(RSPcusip46137V357)	25.8K	QoQ -4.66% (-1.3K) YoY -7.75% (-2.2K)	All Managers (Combined)	$4.5M	QoQ -5.75% (-$272.5K) YoY -5.65% (-$267.6K)
(cusip464288679)✕	40.3K	QoQ +12.30% (+4.4K) YoY +3.49% (+1.4K)	All Managers (Combined)	$4.4M	QoQ +12.66% (+$500.0K) YoY +3.41% (+$147.1K)