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Spire Wealth Management13F | |
| Spire Wealth Management | |
| Last update 2025-04-23 | 2464 Stocks (171 new) |
| Value $3.12 Bil | Turnover 9 % |
Spire Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 246,371 | 138,435.6 | +1.50% | 4.430 | +0.07% | 0.020 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 500,240 | 111,118.4 | -10.39% | 3.560 | -0.45% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
JPST | JPMorgan Ultra-Short Income ETF | 2,137,779 | 108,235.7 | -2.99% | 3.460 | -0.10% | 0.360 | +1.35% | +2.74% | 32,077.9 | ||
NVDA | NVIDIA Corp | 712,087 | 77,176.0 | -1.79% | 2.470 | -0.05% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 183,077 | 68,725.4 | +5.61% | 2.200 | +0.12% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 360,495 | 68,587.8 | -3.50% | 2.200 | -0.09% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
VGT | Vanguard Information Technology ETF | 118,199 | 64,108.7 | -6.62% | 2.050 | -0.16% | 0.070 | +35.75% | +10.51% | 87,513.6 | ||
SPY | SPDR S&P 500 ETF Trust | 89,952 | 50,318.0 | -1.21% | 1.610 | -0.02% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
XLF | Financial Select Sector SPDR | 821,721 | 40,929.9 | +8.39% | 1.310 | +0.10% | 0.080 | +13.01% | +9.48% | 51,226.3 | ||
META | Meta Platforms Inc | 70,896 | 40,861.3 | -3.95% | 1.310 | -0.05% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media |
Spire Wealth Management's Historical Top Holdings Breakdowns
Spire Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.77% | 42.4 ($43.35) 44.11 | $43.53 | 0.42% | Reduce -89.47% | 67,495 | -573,242 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Add Add | +0.72% | 45.56 ($46.5) 47.23 | $46.55 | 0.11% | Add 742156.25% | 475,044 | 474,980 | |
UDOW | ProShares UltraPro Dow30 3x Shares | 2025-03-31 | Reduce Reduce | -0.61% | 81.58 ($97.87) 109.72 | $95.52 | -2.40% | Reduce -99.89% | 228 | -208,746 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.45% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -10.39% | 500,240 | -58,014 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.32% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 61.09% | 51,739 | 19,620 | |
EVTR | MORGAN STANLEY ETF | 2025-03-31 | New Buy New Buy | +0.27% | 49.32 ($50.31) 50.97 | $50.55 | 0.48% | New holding | 168,680 | 168,680 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.26% | 85.29 ($89.02) 92.57 | $85.24 | -4.25% | Add 275.38% | 124,773 | 91,534 | |
GWW | W.W. Grainger Inc | 2025-03-31 | Reduce Reduce | -0.25% | 953.54 ($1033.91) 1132.42 | $1,028.35 | -0.54% | Reduce -82.28% | 1,630 | -7,571 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.23% | 49.74 ($54.09) 58.96 | $63.13 | 16.71% | Add 545.86% | 141,579 | 119,658 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -0.23% | 217.89 ($238.81) 252.64 | $243.27 | 1.87% | Reduce -73.39% | 10,930 | -30,147 |
Spire Wealth Management Total Holding History ($B)
Spire Wealth Management's Asset Allocation
Spire Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Spire Wealth Management's Hypothetical Growth since 2025-03-31
Spire Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Spire Wealth Management's Holdings Heat Map
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Spire Wealth Management's Holdings Bubble Chart
Spire Wealth Management News
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