Spire Wealth Management

Investment Portfolio & 13F Holdings Analysis

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
Manager:
Search and click to pin securities to the top
Page 1 of 124
464287200
Shares:
246371(+1.5%)
Value:
$138.4B(-3.1%)
Apple Inc.
Shares:
500240(-10.4%)
Value:
$111.1B(-20.5%)
46641Q837
Shares:
2137779(-3.0%)
Value:
$108.2B(-2.5%)
NVIDIA CORP
Shares:
712087(-1.8%)
Value:
$77.2B(-20.7%)
MICROSOFT CORP
Shares:
183077(+5.6%)
Value:
$68.7B(-5.9%)
AMAZON COM INC
Shares:
360495(-3.5%)
Value:
$68.6B(-16.3%)
92204A702
Shares:
118199(-6.6%)
Value:
$64.1B(-18.5%)
SPDR S&P 500 ETF TRUST
Shares:
89952(-1.2%)
Value:
$50.3B(-5.7%)
81369Y605
Shares:
821721(+8.4%)
Value:
$40.9B(+11.7%)
Meta Platforms, Inc.
Shares:
70896(-4.0%)
Value:
$40.9B(-5.5%)
Alphabet Inc.
Shares:
259723(-0.6%)
Value:
$40.2B(-18.8%)
92206C102
Shares:
681031(-0.1%)
Value:
$40.0B(+0.7%)
464287226
Shares:
335232(+0.5%)
Value:
$33.2B(+2.6%)
COSTCO WHOLESALE CORP /NEW
Shares:
34881(+1.3%)
Value:
$33.0B(+4.6%)
464287408
Shares:
161329(-0.8%)
Value:
$30.7B(-1.0%)
ELI LILLY & Co
Shares:
33795(+2.6%)
Value:
$27.9B(+9.7%)
81369Y209
Shares:
183862(-0.6%)
Value:
$26.8B(+5.5%)
46432F842
Shares:
353123(+13.9%)
Value:
$26.7B(+22.6%)
316188309
Shares:
584688(+1.3%)
Value:
$26.7B(+3.1%)
922908363
Shares:
51739(+61.1%)
Value:
$26.6B(+53.6%)