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 |
|---|---|---|---|---|---|
| 201 | KRKROGER CO | 43,457 | $2.9B | 0.09% | |
| 202 | FSKFS KKR CAP CORP | 139,662 | $2.9B | 0.09% | |
| 203 | ITOTISHARES TR | 23,844 | $2.9B | 0.09% | |
| 204 | DIVOAMPLIFY ETF TR | 70,739 | $2.9B | 0.09% | |
| 205 | DDECFIRST TR EXCHNG TRADED FD VI | 73,398 | $2.9B | 0.09% | |
| 206 | DFISDIMENSIONAL ETF TRUST | 110,812 | $2.9B | 0.09% | |
| 207 | IXUSISHARES TR | 40,870 | $2.9B | 0.09% | |
| 208 | VWOVANGUARD INTL EQUITY INDEX F | 62,926 | $2.8B | 0.09% | |
| 209 | VBRVANGUARD INDEX FDS | 15,276 | $2.8B | 0.09% | |
| 210 | CSCOCISCO SYS INC | 45,961 | $2.8B | 0.09% | |
| 211 | RHIROBERT HALF INC | 51,740 | $2.8B | 0.09% | |
| 212 | KOCOCA COLA CO | 39,392 | $2.8B | 0.09% | |
| 213 | SCHRSCHWAB STRATEGIC TR | 112,923 | $2.8B | 0.09% | |
| 214 | BWABORGWARNER INC | 97,899 | $2.8B | 0.09% | |
| 215 | SDVYFIRST TR EXCHANGE TRADED FD | 83,012 | $2.8B | 0.09% | |
| 216 | DISVDIMENSIONAL ETF TRUST | 95,480 | $2.8B | 0.09% | |
| 217 | 4I1PHILIP MORRIS INTL INC | 17,516 | $2.8B | 0.09% | |
| 218 | UFEBINNOVATOR ETFS TRUST | 85,720 | $2.8B | 0.09% | |
| 219 | SOXXISHARES TR | 14,665 | $2.8B | 0.09% | |
| 220 | DJANFIRST TR EXCHNG TRADED FD VI | 72,505 | $2.8B | 0.09% | |
| 221 | XLRESELECT SECTOR SPDR TR | 65,741 | $2.8B | 0.09% | |
| 222 | ULTAULTA BEAUTY INC | 7,494 | $2.7B | 0.09% | |
| 223 | SLBSCHLUMBERGER LTD | 65,566 | $2.7B | 0.09% | |
| 224 | FEBWAIM ETF PRODUCTS TRUST | 90,076 | $2.7B | 0.09% | |
| 225 | FXLFIRST TR EXCHANGE TRADED FD | 20,653 | $2.7B | 0.09% | |
| 226 | PYPLPAYPAL HLDGS INC | 41,671 | $2.7B | 0.09% | |
| 227 | VXFVANGUARD INDEX FDS | 15,283 | $2.6B | 0.08% | |
| 228 | VTVANGUARD INTL EQUITY INDEX F | 22,480 | $2.6B | 0.08% | |
| 229 | ORCLORACLE CORP | 18,540 | $2.6B | 0.08% | |
| 230 | GEGE AEROSPACE | 12,927 | $2.6B | 0.08% | |
| 231 | UDECINNOVATOR ETFS TRUST | 75,309 | $2.6B | 0.08% | |
| 232 | DNOVFIRST TR EXCHNG TRADED FD VI | 61,218 | $2.6B | 0.08% | |
| 233 | QCOMQUALCOMM INC | 16,601 | $2.6B | 0.08% | |
| 234 | VEUVANGUARD INTL EQUITY INDEX F | 41,819 | $2.5B | 0.08% | |
| 235 | EXGEATON VANCE TAX ADVT DIV INC | 108,027 | $2.5B | 0.08% | |
| 236 | USMVISHARES TR | 26,770 | $2.5B | 0.08% | |
| 237 | DECWAIM ETF PRODUCTS TRUST | 83,554 | $2.5B | 0.08% | |
| 238 | PSLV/USPROTT PHYSICAL SILVER TR | 213,039 | $2.5B | 0.08% | |
| 239 | VBVANGUARD INDEX FDS | 10,930 | $2.4B | 0.08% | |
| 240 | AIRRFIRST TR EXCHANGE TRADED FD | 35,294 | $2.4B | 0.08% | |
| 241 | FTNTFORTINET INC | 24,958 | $2.4B | 0.08% | |
| 242 | AEPAMERICAN ELEC PWR CO INC | 21,758 | $2.4B | 0.08% | |
| 243 | TNADIREXION SHS ETF TR | 81,123 | $2.4B | 0.08% | |
| 244 | PJULINNOVATOR ETFS TRUST | 59,019 | $2.4B | 0.08% | |
| 245 | BACVERIZON COMMUNICATIONS INC | 51,791 | $2.3B | 0.08% | |
| 246 | CGGRCAPITAL GROUP GROWTH ETF | 68,004 | $2.3B | 0.07% | |
| 247 | FTNTTARGET CORP | 22,221 | $2.3B | 0.07% | |
| 248 | MCOMOODYS CORP | 4,935 | $2.3B | 0.07% | |
| 249 | TAT T INC | 79,308 | $2.2B | 0.07% | |
| 250 | DYHRTX CORPORATION | 16,915 | $2.2B | 0.07% | |
| 251 | PMARINNOVATOR ETFS TRUST | 54,475 | $2.2B | 0.07% | |
| 252 | EEMISHARES TR | 49,631 | $2.2B | 0.07% | |
| 253 | FVDFIRST TR VALUE LINE DIVID IN | 48,242 | $2.2B | 0.07% | |
| 254 | IJKISHARES TR | 25,729 | $2.1B | 0.07% | |
| 255 | SHWSHERWIN WILLIAMS CO | 6,102 | $2.1B | 0.07% | |
| 256 | VCSHVANGUARD SCOTTSDALE FDS | 26,920 | $2.1B | 0.07% | |
| 257 | VIOVVANGUARD ADMIRAL FDS INC | 25,116 | $2.1B | 0.07% | |
| 258 | AXPAMERICAN EXPRESS CO | 7,815 | $2.1B | 0.07% | |
| 259 | HUMHUMANA INC | 7,923 | $2.1B | 0.07% | |
| 260 | BNDVANGUARD BD INDEX FDS | 28,277 | $2.1B | 0.07% | |
| 261 | VEAVANGUARD TAX MANAGED FDS | 40,602 | $2.1B | 0.07% | |
| 262 | APPAPPLOVIN CORP | 7,741 | $2.1B | 0.07% | |
| 263 | 07WAMR COOPER GROUP INC | 17,024 | $2.0B | 0.07% | |
| 264 | SDYSPDR SER TR | 14,938 | $2.0B | 0.06% | |
| 265 | UJANINNOVATOR ETFS TRUST | 52,897 | $2.0B | 0.06% | |
| 266 | CITCINTAS CORP | 9,697 | $2.0B | 0.06% | |
| 267 | XFEBFIRST TR EXCHNG TRADED FD VI | 48,691 | $2.0B | 0.06% | |
| 268 | PWVINVESCO EXCHANGE TRADED FD T | 33,249 | $2.0B | 0.06% | |
| 269 | UNPUNION PAC CORP | 8,330 | $2.0B | 0.06% | |
| 270 | COPCONOCOPHILLIPS | 18,646 | $2.0B | 0.06% | |
| 271 | ETENERGY TRANSFER L P | 105,239 | $2.0B | 0.06% | |
| 272 | EFGISHARES TR | 19,460 | $1.9B | 0.06% | |
| 273 | ZBHZIMMER BIOMET HOLDINGS INC | 17,156 | $1.9B | 0.06% | |
| 274 | IEIISHARES TR | 16,338 | $1.9B | 0.06% | |
| 275 | GILDGILEAD SCIENCES INC | 17,212 | $1.9B | 0.06% | |
| 276 | FXHFIRST TR EXCHANGE TRADED FD | 18,532 | $1.9B | 0.06% | |
| 277 | AWCAMERICAN WTR WKS CO INC NEW | 12,941 | $1.9B | 0.06% | |
| 278 | EPDENTERPRISE PRODS PARTNERS L | 55,274 | $1.9B | 0.06% | |
| 279 | IYFISHARES TR | 16,720 | $1.9B | 0.06% | |
| 280 | RSGREPUBLIC SVCS INC | 7,746 | $1.9B | 0.06% | |
| 281 | INFLLISTED FD TR | 45,734 | $1.9B | 0.06% | |
| 282 | WMWASTE MGMT INC DEL | 8,012 | $1.9B | 0.06% | |
| 283 | PFFISHARES TR | 59,081 | $1.8B | 0.06% | |
| 284 | VYMVANGUARD WHITEHALL FDS | 13,937 | $1.8B | 0.06% | |
| 285 | DGROISHARES TR | 28,780 | $1.8B | 0.06% | |
| 286 | MOALTRIA GROUP INC | 29,056 | $1.7B | 0.06% | |
| 287 | FNDXSCHWAB STRATEGIC TR | 73,408 | $1.7B | 0.06% | |
| 288 | PFEPFIZER INC | 68,288 | $1.7B | 0.06% | |
| 289 | BMARINNOVATOR ETFS TRUST | 37,959 | $1.7B | 0.06% | |
| 290 | IWYISHARES TR | 8,185 | $1.7B | 0.06% | |
| 291 | FXRFIRST TR EXCHANGE TRADED FD | 24,272 | $1.7B | 0.05% | |
| 292 | XLBSELECT SECTOR SPDR TR | 19,641 | $1.7B | 0.05% | |
| 293 | UAPRINNOVATOR ETFS TRUST | 56,359 | $1.7B | 0.05% | |
| 294 | PZAINVESCO EXCH TRADED FD TR II | 72,904 | $1.7B | 0.05% | |
| 295 | GBTCGRAYSCALE BITCOIN TRUST ETF | 25,636 | $1.7B | 0.05% | |
| 296 | NSCNORFOLK SOUTHN CORP | 7,025 | $1.7B | 0.05% | |
| 297 | ARCCARES CAPITAL CORP | 74,747 | $1.7B | 0.05% | |
| 298 | JANWAIM ETF PRODUCTS TRUST | 49,464 | $1.6B | 0.05% | |
| 299 | DSIISHARES TR | 15,924 | $1.6B | 0.05% | |
| 300 | JQUAJ P MORGAN EXCHANGE TRADED F | 28,842 | $1.6B | 0.05% |