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 |
|---|---|---|---|---|---|
| 101 | FEZSPDR INDEX SHS FDS | 117,091 | $6.4B | 0.20% | |
| 102 | ADBEADOBE INC | 16,514 | $6.3B | 0.20% | |
| 103 | IUSBISHARES TR | 137,198 | $6.3B | 0.20% | |
| 104 | IWMISHARES TR | 31,019 | $6.2B | 0.20% | |
| 105 | APUETRUST FOR PROFESSIONAL MANAG | 181,559 | $6.2B | 0.20% | |
| 106 | ACNACCENTURE PLC IRELAND | 19,591 | $6.1B | 0.20% | |
| 107 | MLB1MERCADOLIBRE INC | 3,007 | $5.9B | 0.19% | |
| 108 | CDNSCADENCE DESIGN SYSTEM INC | 23,035 | $5.9B | 0.19% | |
| 109 | AMATAPPLIED MATLS INC | 39,494 | $5.7B | 0.18% | |
| 110 | AMGNAMGEN INC | 18,345 | $5.7B | 0.18% | |
| 111 | BKBANK NEW YORK MELLON CORP | 66,090 | $5.5B | 0.18% | |
| 112 | LSATTWO RDS SHARED TR | 135,278 | $5.4B | 0.17% | |
| 113 | VRSNVERISIGN INC | 21,333 | $5.4B | 0.17% | |
| 114 | LNGCHENIERE ENERGY INC | 23,116 | $5.3B | 0.17% | |
| 115 | ABBVABBVIE INC | 25,299 | $5.3B | 0.17% | |
| 116 | SHYISHARES TR | 63,979 | $5.3B | 0.17% | |
| 117 | RDVYFIRST TR EXCHANGE TRADED FD | 89,541 | $5.2B | 0.17% | |
| 118 | CVXCHEVRON CORP NEW | 31,103 | $5.2B | 0.17% | |
| 119 | IUSVISHARES TR | 56,120 | $5.2B | 0.17% | |
| 120 | MSIMOTOROLA SOLUTIONS INC | 11,776 | $5.2B | 0.17% | |
| 121 | APHAMPHENOL CORP NEW | 77,982 | $5.1B | 0.16% | |
| 122 | LMTLOCKHEED MARTIN CORP | 11,346 | $5.1B | 0.16% | |
| 123 | BSVVANGUARD BD INDEX FDS | 64,110 | $5.0B | 0.16% | |
| 124 | BIVVANGUARD BD INDEX FDS | 65,180 | $5.0B | 0.16% | |
| 125 | IGVISHARES TR | 55,553 | $4.9B | 0.16% | |
| 126 | PEPPEPSICO INC | 32,963 | $4.9B | 0.16% | |
| 127 | CATCATERPILLAR INC | 14,916 | $4.9B | 0.16% | |
| 128 | CVSCVS HEALTH CORP | 72,340 | $4.9B | 0.16% | |
| 129 | MDTMEDTRONIC PLC | 53,959 | $4.8B | 0.16% | |
| 130 | ONEQFIDELITY COMWLTH TR | 70,077 | $4.8B | 0.15% | |
| 131 | AXONAXON ENTERPRISE INC | 8,958 | $4.7B | 0.15% | |
| 132 | VOEVANGUARD INDEX FDS | 29,185 | $4.7B | 0.15% | |
| 133 | FNDFLOOR DECOR HLDGS INC | 57,860 | $4.7B | 0.15% | |
| 134 | VTIPVANGUARD MALVERN FDS | 93,277 | $4.7B | 0.15% | |
| 135 | VIGVANGUARD SPECIALIZED FUNDS | 23,848 | $4.6B | 0.15% | |
| 136 | GSGOLDMAN SACHS GROUP INC | 8,258 | $4.5B | 0.14% | |
| 137 | APCBTRUST FOR PROFESSIONAL MANAG | 152,140 | $4.5B | 0.14% | |
| 138 | BXBLACKSTONE INC | 32,134 | $4.5B | 0.14% | |
| 139 | RSPINVESCO EXCHANGE TRADED FD T | 25,770 | $4.5B | 0.14% | |
| 140 | SHVISHARES TR | 40,276 | $4.4B | 0.14% | |
| 141 | JNJJOHNSON JOHNSON | 25,346 | $4.2B | 0.13% | |
| 142 | IWDISHARES TR | 22,235 | $4.2B | 0.13% | |
| 143 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 54,103 | $4.1B | 0.13% | |
| 144 | HEFAISHARES TR | 113,210 | $4.1B | 0.13% | |
| 145 | TTTRANE TECHNOLOGIES PLC | 12,165 | $4.1B | 0.13% | |
| 146 | BKLNINVESCO EXCH TRADED FD TR II | 196,487 | $4.1B | 0.13% | |
| 147 | MCDMCDONALDS CORP | 12,826 | $4.0B | 0.13% | |
| 148 | XLYSELECT SECTOR SPDR TR | 19,738 | $3.9B | 0.12% | |
| 149 | SUBISHARES TR | 36,773 | $3.9B | 0.12% | |
| 150 | LOWLOWES COS INC | 16,637 | $3.9B | 0.12% | |
| 151 | SPXLDIREXION SHS ETF TR | 27,248 | $3.8B | 0.12% | |
| 152 | FBTCFIDELITY WISE ORIGIN BITCOIN | 53,017 | $3.8B | 0.12% | |
| 153 | DFIVDIMENSIONAL ETF TRUST | 96,777 | $3.8B | 0.12% | |
| 154 | MRSHMARSH MCLENNAN COS INC | 15,339 | $3.7B | 0.12% | |
| 155 | HCAHCA HEALTHCARE INC | 10,658 | $3.7B | 0.12% | |
| 156 | CRMSALESFORCE INC | 13,647 | $3.7B | 0.12% | |
| 157 | MRKMERCK CO INC | 40,600 | $3.6B | 0.12% | |
| 158 | JEPQJ P MORGAN EXCHANGE TRADED F | 69,690 | $3.6B | 0.12% | |
| 159 | UPSUNITED PARCEL SERVICE INC | 32,604 | $3.6B | 0.11% | |
| 160 | LULULULULEMON ATHLETICA INC | 12,436 | $3.5B | 0.11% | |
| 161 | SLVISHARES SILVER TR | 113,112 | $3.5B | 0.11% | |
| 162 | ABGCENCORA INC | 12,486 | $3.5B | 0.11% | |
| 163 | SBUXSTARBUCKS CORP | 35,256 | $3.5B | 0.11% | |
| 164 | PGRPROGRESSIVE CORP | 12,150 | $3.4B | 0.11% | |
| 165 | DFEBFIRST TR EXCHNG TRADED FD VI | 80,581 | $3.4B | 0.11% | |
| 166 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 20,366 | $3.4B | 0.11% | |
| 167 | DFGRDIMENSIONAL ETF TRUST | 128,662 | $3.4B | 0.11% | |
| 168 | CMGCHIPOTLE MEXICAN GRILL INC | 66,642 | $3.3B | 0.11% | |
| 169 | PWBINVESCO EXCHANGE TRADED FD T | 34,374 | $3.3B | 0.11% | |
| 170 | IBMPISHARES TR | 130,545 | $3.3B | 0.11% | |
| 171 | DEDEERE CO | 6,990 | $3.3B | 0.11% | |
| 172 | QQEWFIRST TR NAS100 EQ WEIGHTED | 27,050 | $3.3B | 0.10% | |
| 173 | IWRISHARES TR | 38,062 | $3.2B | 0.10% | |
| 174 | SPYMSPDR SER TR | 49,230 | $3.2B | 0.10% | |
| 175 | UMARINNOVATOR ETFS TRUST | 90,914 | $3.2B | 0.10% | |
| 176 | BILSPDR SER TR | 35,066 | $3.2B | 0.10% | |
| 177 | MIGAMICROSTRATEGY INC | 11,133 | $3.2B | 0.10% | |
| 178 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 0.10% | |
| 179 | DONSPDR DOW JONES INDL AVERAGE | 7,583 | $3.2B | 0.10% | |
| 180 | IBMINTERNATIONAL BUSINESS MACHS | 12,756 | $3.2B | 0.10% | |
| 181 | AZOAUTOZONE INC | 829 | $3.2B | 0.10% | |
| 182 | VTEBVANGUARD MUN BD FDS | 63,634 | $3.2B | 0.10% | |
| 183 | DISDISNEY WALT CO | 31,989 | $3.2B | 0.10% | |
| 184 | VXUSVANGUARD STAR FDS | 50,831 | $3.2B | 0.10% | |
| 185 | MARWAIM ETF PRODUCTS TRUST | 101,543 | $3.1B | 0.10% | |
| 186 | SOXLDIREXION SHS ETF TR | 197,122 | $3.1B | 0.10% | |
| 187 | INTUINTUIT | 5,106 | $3.1B | 0.10% | |
| 188 | ABTABBOTT LABS | 23,620 | $3.1B | 0.10% | |
| 189 | APIETRUST FOR PROFESSIONAL MANAG | 103,134 | $3.1B | 0.10% | |
| 190 | CGDGCAPITAL GROUP DIVIDEND VALUE | 86,592 | $3.1B | 0.10% | |
| 191 | ETNEATON CORP PLC | 11,342 | $3.1B | 0.10% | |
| 192 | BACBANK AMERICA CORP | 73,819 | $3.1B | 0.10% | |
| 193 | ALSALLSTATE CORP | 14,812 | $3.1B | 0.10% | |
| 194 | ITA*ISHARES TR | 19,937 | $3.1B | 0.10% | |
| 195 | PHYS/USPROTT PHYSICAL GOLD TR | 126,211 | $3.0B | 0.10% | |
| 196 | CEF/USPROTT PHYSICAL GOLD SILVE | 106,798 | $3.0B | 0.10% | |
| 197 | OHIOMEGA HEALTHCARE INVS INC | 78,268 | $3.0B | 0.10% | |
| 198 | MINTPIMCO ETF TR | 29,550 | $3.0B | 0.10% | |
| 199 | DYNFBLACKROCK ETF TRUST | 60,962 | $3.0B | 0.10% | |
| 200 | FIXDFIRST TR EXCHNG TRADED FD VI | 67,495 | $3.0B | 0.09% |