Spire Wealth Management Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$3.1T
Holdings
2,463
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (2,463 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 246,371 | $138.4B | 4.43% | |
| 2 | AAPLAPPLE INC | 500,240 | $111.1B | 3.56% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 2,137,779 | $108.2B | 3.46% | |
| 4 | NVDANVIDIA CORPORATION | 712,087 | $77.2B | 2.47% | |
| 5 | MSFTMICROSOFT CORP | 183,077 | $68.7B | 2.20% | |
| 6 | AMZNAMAZON COM INC | 360,495 | $68.6B | 2.20% | |
| 7 | VGTVANGUARD WORLD FD | 118,199 | $64.1B | 2.05% | |
| 8 | SPYSPDR S P 500 ETF TR | 89,952 | $50.3B | 1.61% | |
| 9 | XLFSELECT SECTOR SPDR TR | 821,721 | $40.9B | 1.31% | |
| 10 | METAMETA PLATFORMS INC | 70,896 | $40.9B | 1.31% | |
| 11 | GOOGLALPHABET INC | 259,723 | $40.2B | 1.29% | |
| 12 | VGSHVANGUARD SCOTTSDALE FDS | 681,031 | $40.0B | 1.28% | |
| 13 | AGGISHARES TR | 335,232 | $33.2B | 1.06% | |
| 14 | COSTCOSTCO WHSL CORP NEW | 34,881 | $33.0B | 1.06% | |
| 15 | IVEISHARES TR | 161,329 | $30.7B | 0.98% | |
| 16 | LLYELI LILLY CO | 33,795 | $27.9B | 0.89% | |
| 17 | XLVSELECT SECTOR SPDR TR | 183,862 | $26.8B | 0.86% | |
| 18 | AQLTISHARES TR | 353,123 | $26.7B | 0.86% | |
| 19 | FBNDFIDELITY MERRIMACK STR TR | 584,688 | $26.7B | 0.85% | |
| 20 | VOOVANGUARD INDEX FDS | 51,739 | $26.6B | 0.85% | |
| 21 | GTOINVESCO ACTIVELY MANAGED EXC | 561,468 | $26.3B | 0.84% | |
| 22 | HTRBHARTFORD FDS EXCHANGE TRADED | 770,189 | $26.1B | 0.83% | |
| 23 | XLCSELECT SECTOR SPDR TR | 258,004 | $24.9B | 0.80% | |
| 24 | JPMJPMORGAN CHASE CO | 99,162 | $24.3B | 0.78% | |
| 25 | IUSGISHARES TR | 190,314 | $24.2B | 0.77% | |
| 26 | XLISELECT SECTOR SPDR TR | 175,054 | $22.9B | 0.73% | |
| 27 | JCPBJ P MORGAN EXCHANGE TRADED F | 475,044 | $22.3B | 0.72% | |
| 28 | VVISA INC | 62,291 | $21.8B | 0.70% | |
| 29 | VCRVANGUARD WORLD FD | 66,800 | $21.7B | 0.70% | |
| 30 | MAMASTERCARD INCORPORATED | 38,628 | $21.2B | 0.68% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 39,427 | $21.0B | 0.67% | |
| 32 | VTVVANGUARD INDEX FDS | 121,203 | $20.9B | 0.67% | |
| 33 | NFLXNETFLIX INC | 20,923 | $19.5B | 0.62% | |
| 34 | IVWISHARES TR | 205,988 | $19.1B | 0.61% | |
| 35 | IWFISHARES TR | 51,615 | $18.6B | 0.60% | |
| 36 | IEMGISHARES INC | 338,051 | $18.2B | 0.58% | |
| 37 | NDQINVESCO QQQ TR | 36,742 | $17.2B | 0.55% | |
| 38 | ACWXISHARES TR | 300,863 | $16.7B | 0.53% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 31,214 | $16.3B | 0.52% | |
| 40 | GOOGALPHABET INC | 98,534 | $15.4B | 0.49% | |
| 41 | DFUSDIMENSIONAL ETF TRUST | 248,379 | $15.0B | 0.48% | |
| 42 | UBERUBER TECHNOLOGIES INC | 201,314 | $14.7B | 0.47% | |
| 43 | XOMEXXON MOBIL CORP | 121,484 | $14.4B | 0.46% | |
| 44 | HDHOME DEPOT INC | 37,964 | $13.9B | 0.45% | |
| 45 | EMBISHARES TR | 146,887 | $13.3B | 0.43% | |
| 46 | WMTWALMART INC | 149,020 | $13.1B | 0.42% | |
| 47 | DFUVDIMENSIONAL ETF TRUST | 317,204 | $13.1B | 0.42% | |
| 48 | XLFISELECT SECTOR SPDR TR | 158,537 | $12.9B | 0.41% | |
| 49 | MCKMCKESSON CORP | 18,842 | $12.7B | 0.41% | |
| 50 | XLKSELECT SECTOR SPDR TR | 59,558 | $12.3B | 0.39% | |
| 51 | PGPROCTER AND GAMBLE CO | 70,686 | $12.0B | 0.39% | |
| 52 | EFAISHARES TR | 146,429 | $12.0B | 0.38% | |
| 53 | AVGOBROADCOM INC | 71,117 | $11.9B | 0.38% | |
| 54 | ISRGINTUITIVE SURGICAL INC | 23,909 | $11.8B | 0.38% | |
| 55 | QUALISHARES TR | 68,859 | $11.8B | 0.38% | |
| 56 | SSOPROSHARES TR | 140,152 | $11.6B | 0.37% | |
| 57 | IJHISHARES TR | 198,770 | $11.6B | 0.37% | |
| 58 | TLTISHARES TR | 124,773 | $11.4B | 0.36% | |
| 59 | IEFISHARES TR | 116,114 | $11.1B | 0.35% | |
| 60 | MARMARRIOTT INTL INC NEW | 45,262 | $10.8B | 0.35% | |
| 61 | SCHWSCHWAB CHARLES CORP | 137,589 | $10.8B | 0.34% | |
| 62 | PANWPALO ALTO NETWORKS INC | 62,864 | $10.7B | 0.34% | |
| 63 | CRWDCROWDSTRIKE HLDGS INC | 30,382 | $10.7B | 0.34% | |
| 64 | NEENEXTERA ENERGY INC | 149,845 | $10.6B | 0.34% | |
| 65 | SECTNORTHERN LTS FD TR IV | 195,372 | $10.0B | 0.32% | |
| 66 | ANETARISTA NETWORKS INC | 126,282 | $9.8B | 0.31% | |
| 67 | SPGIS P GLOBAL INC | 18,884 | $9.6B | 0.31% | |
| 68 | TIPISHARES TR | 83,769 | $9.3B | 0.30% | |
| 69 | PWRQUANTA SVCS INC | 35,506 | $9.0B | 0.29% | |
| 70 | VRTXVERTEX PHARMACEUTICALS INC | 18,576 | $9.0B | 0.29% | |
| 71 | IWBISHARES TR | 29,317 | $9.0B | 0.29% | |
| 72 | DFATDIMENSIONAL ETF TRUST | 173,454 | $8.9B | 0.29% | |
| 73 | NOWSERVICENOW INC | 10,942 | $8.7B | 0.28% | |
| 74 | JEPIJ P MORGAN EXCHANGE TRADED F | 151,225 | $8.6B | 0.28% | |
| 75 | EVTRMORGAN STANLEY ETF TRUST | 168,680 | $8.5B | 0.27% | |
| 76 | ORLYOREILLY AUTOMOTIVE INC | 5,906 | $8.5B | 0.27% | |
| 77 | FTSMFIRST TR EXCHANGE TRADED FD | 140,320 | $8.4B | 0.27% | |
| 78 | IAU*ISHARES GOLD TR | 141,579 | $8.3B | 0.27% | |
| 79 | SMHVANECK ETF TRUST | 39,151 | $8.3B | 0.27% | |
| 80 | PLTRPALANTIR TECHNOLOGIES INC | 97,577 | $8.2B | 0.26% | |
| 81 | TSLATESLA INC | 31,552 | $8.2B | 0.26% | |
| 82 | SCHDSCHWAB STRATEGIC TR | 289,923 | $8.1B | 0.26% | |
| 83 | FISVFISERV INC | 36,370 | $8.0B | 0.26% | |
| 84 | XLUSELECT SECTOR SPDR TR | 101,696 | $8.0B | 0.26% | |
| 85 | DFASDIMENSIONAL ETF TRUST | 134,116 | $8.0B | 0.26% | |
| 86 | SHOPSHOPIFY INC | 82,870 | $7.9B | 0.25% | |
| 87 | IYWISHARES TR | 55,065 | $7.7B | 0.25% | |
| 88 | T7DTRANSDIGM GROUP INC | 5,579 | $7.7B | 0.25% | |
| 89 | LINLINDE PLC | 16,512 | $7.7B | 0.25% | |
| 90 | XLESELECT SECTOR SPDR TR | 81,844 | $7.6B | 0.24% | |
| 91 | KLACKLA CORP | 11,062 | $7.5B | 0.24% | |
| 92 | IJRISHARES TR | 68,482 | $7.2B | 0.23% | |
| 93 | FICOFAIR ISAAC CORP | 3,877 | $7.1B | 0.23% | |
| 94 | GQ9SPDR GOLD TR | 24,283 | $7.0B | 0.22% | |
| 95 | SPYVSPDR SER TR | 135,386 | $6.9B | 0.22% | |
| 96 | VUGVANGUARD INDEX FDS | 18,620 | $6.9B | 0.22% | |
| 97 | KNSLKINSALE CAP GROUP INC | 13,938 | $6.8B | 0.22% | |
| 98 | EFVISHARES TR | 115,002 | $6.8B | 0.22% | |
| 99 | CPRTCOPART INC | 117,483 | $6.6B | 0.21% | |
| 100 | VTIVANGUARD INDEX FDS | 23,371 | $6.4B | 0.21% |
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