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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JOHNSON & JOHNSON
Shares:25.3K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.1B)
464287598
Shares:22.2K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.1B)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares:54.1K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.1B)
46434V803
Shares:113.2K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.1B)
Trane Technologies plc
Shares:12.2K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.1B)
46138G508
Shares:196.5K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.1B)
MCDONALDS CORP
Shares:12.8K
Value:$4.0M
% of Portfolio:0.1% ($4.0M/$3.1B)
81369Y407
Shares:19.7K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$3.1B)
464288158
Shares:36.8K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$3.1B)
LOWES COMPANIES INC
Shares:16.6K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$3.1B)
25459W862
Shares:27.2K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$3.1B)
315948109
Shares:53.0K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$3.1B)
25434V807
Shares:96.8K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$3.1B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:15.3K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.1B)
HCA Healthcare, Inc.
Shares:10.7K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.1B)
Salesforce, Inc.
Shares:13.6K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.1B)
Merck & Co., Inc.
Shares:40.6K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.1B)
46654Q203
Shares:69.7K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.1B)
UNITED PARCEL SERVICE INC
Shares:32.6K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.1B)
lululemon athletica inc.
Shares:12.4K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.1B)