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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JOHNSON & JOHNSON

JNJ|478160104

25346(+10.4%)

Value:

$4.2B(+26.6%)

464287598

IWD|464287598

22235(+2.5%)

Value:

$4.2B(+4.2%)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

54103(+11242.3%)

Value:

$4.1B(+11183.4%)

46434V803

HEFA|46434V803

113210(-1.7%)

Value:

$4.1B(+2.6%)

Trane Technologies plc

TT|G8994E103

12165(-0.1%)

Value:

$4.1B(-8.9%)

46138G508

196487(+19.7%)

Value:

$4.1B(+17.6%)

MCDONALDS CORP

MCD|580135101

12826(+8.8%)

Value:

$4.0B(+17.2%)

81369Y407

19738(-1.6%)

Value:

$3.9B(-13.4%)

464288158

36773(+2.2%)

Value:

$3.9B(+2.3%)

LOWES COMPANIES INC

LOW|548661107

16637(-8.4%)

Value:

$3.9B(-13.4%)

25459W862

27248(+39.0%)

Value:

$3.8B(+15.7%)

315948109

53017(-3.5%)

Value:

$3.8B(-14.9%)

25434V807

96777(-5.4%)

Value:

$3.8B(+5.0%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

15339(+236.3%)

Value:

$3.7B(+286.4%)

HCA Healthcare, Inc.

HCA|40412C101

10658(+7.5%)

Value:

$3.7B(+23.8%)

Salesforce, Inc.

CRM|79466L302

13647(-4.8%)

Value:

$3.7B(-23.6%)

Merck & Co., Inc.

MRK|58933Y105

40600(-6.7%)

Value:

$3.6B(-15.8%)

46654Q203

69690(+20.9%)

Value:

$3.6B(+11.0%)

UNITED PARCEL SERVICE INC

UPS|911312106

32604(+194.5%)

Value:

$3.6B(+156.9%)

lululemon athletica inc.

LULU|550021109

12436(+133.8%)

Value:

$3.5B(+73.0%)

Instrument	Shares		Other Manager	Value
Johnson & Johnson(JNJcusip478160104)	25.3K	QoQ +10.40% (+2.4K) YoY -27.95% (-9.8K)	All Managers (Combined)	$4.2M	QoQ +26.59% (+$883.1K) YoY -24.47% (-$1.4M)
(IWDcusip464287598)	22.2K	QoQ +2.55% (+554) YoY -6.19% (-1.5K)	All Managers (Combined)	$4.2M	QoQ +4.23% (+$169.9K) YoY -1.46% (-$62.0K)
Cognizant Technology Solutions Corp(CTSHcusip192446102)	54.1K	QoQ +11242.34% (+53.6K) YoY +11124.68% (+53.6K)	All Managers (Combined)	$4.1M	QoQ +11183.44% (+$4.1M) YoY +11617.56% (+$4.1M)
(HEFAcusip46434V803)	113.2K	QoQ -1.72% (-2.0K) YoY -26.47% (-40.8K)	All Managers (Combined)	$4.1M	QoQ +2.63% (-$105.5K) YoY -87.07% (-$27.7M)
Trane Technologies Plc(TTcusipG8994E103)	12.2K	QoQ -0.14% (-18) YoY +98.87% (+6.0K)	All Managers (Combined)	$4.1M	QoQ -8.91% (-$401.2K) YoY +123.18% (+$2.3M)
(cusip46138G508)✕	196.5K	QoQ +19.72% (+32.4K) YoY -25.05% (-65.7K)	All Managers (Combined)	$4.1M	QoQ +17.62% (+$609.3K) YoY -26.64% (-$1.5M)
Mcdonalds Corp(MCDcusip580135101)	12.8K	QoQ +8.79% (+1.0K) YoY -30.78% (-5.7K)	All Managers (Combined)	$4.0M	QoQ +17.23% (+$588.9K) YoY -23.32% (-$1.2M)
(cusip81369Y407)✕	19.7K	QoQ -1.61% (-325) YoY -23.09% (-5.9K)	All Managers (Combined)	$3.9M	QoQ -13.41% (-$603.7K) YoY -17.42% (-$822.4K)
(cusip464288158)✕	36.8K	QoQ +2.21% (+798) YoY -8.69% (-3.5K)	All Managers (Combined)	$3.9M	QoQ +2.33% (+$88.5K) YoY -7.94% (-$334.9K)
Lowes Companies Inc(LOWcusip548661107)	16.6K	QoQ -8.38% (-1.5K) YoY +51.10% (+5.6K)	All Managers (Combined)	$3.9M	QoQ -13.42% (-$601.5K) YoY +38.36% (+$1.1M)
(cusip25459W862)✕	27.2K	QoQ +39.01% (+7.6K) YoY +62.97% (+10.5K)	All Managers (Combined)	$3.8M	QoQ +15.68% (+$518.6K) YoY +70.71% (+$1.6M)
(cusip315948109)✕	53.0K	QoQ -3.53% (-1.9K) YoY NEW(+53.0K)	All Managers (Combined)	$3.8M	QoQ -14.89% (-$667.9K) YoY NEW(+$3.8M)
(cusip25434V807)✕	96.8K	QoQ -5.36% (-5.5K) YoY -10.43% (-11.3K)	All Managers (Combined)	$3.8M	QoQ +4.98% (-$180.9K) YoY -4.06% (-$161.6K)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	15.3K	QoQ +236.30% (+10.8K) YoY +263.31% (+11.1K)	All Managers (Combined)	$3.7M	QoQ +286.37% (+$2.8M) YoY +330.41% (+$2.9M)
Hca Healthcare, Inc.(HCAcusip40412C101)	10.7K	QoQ +7.51% (+745) YoY +263.75% (+7.7K)	All Managers (Combined)	$3.7M	QoQ +23.77% (+$707.3K) YoY +276.89% (+$2.7M)
Salesforce, Inc.(CRMcusip79466L302)	13.6K	QoQ -4.78% (-686) YoY -66.23% (-26.8K)	All Managers (Combined)	$3.7M	QoQ -23.57% (-$1.1M) YoY -85.58% (-$21.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	40.6K	QoQ -6.67% (-2.9K) YoY -23.67% (-12.6K)	All Managers (Combined)	$3.6M	QoQ -15.79% (-$683.6K) YoY -48.08% (-$3.4M)
(cusip46654Q203)✕	69.7K	QoQ +20.87% (+12.0K) YoY NEW(+69.7K)	All Managers (Combined)	$3.6M	QoQ +11.01% (+$358.1K) YoY NEW(+$3.6M)
United Parcel Service Inc(UPScusip911312106)	32.6K	QoQ +194.49% (+21.5K) YoY +179.64% (+20.9K)	All Managers (Combined)	$3.6M	QoQ +156.86% (+$2.2M) YoY +106.95% (+$1.9M)
Lululemon Athletica Inc.(LULUcusip550021109)	12.4K	QoQ +133.75% (+7.1K) YoY +123.91% (+6.9K)	All Managers (Combined)	$3.5M	QoQ +73.01% (+$1.5M) YoY +62.24% (+$1.4M)