Spire Wealth Management Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$3.2T
Holdings
2,440
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (2,440 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 242,720 | $142.9B | 4.44% | |
| 2 | AAPLAPPLE INC | 558,254 | $139.8B | 4.34% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 2,203,675 | $111.0B | 3.45% | |
| 4 | NVDANVIDIA CORPORATION | 725,082 | $97.4B | 3.02% | |
| 5 | AMZNAMAZON COM INC | 373,585 | $82.0B | 2.55% | |
| 6 | VGTVANGUARD WORLD FD | 126,581 | $78.7B | 2.44% | |
| 7 | MSFTMICROSOFT CORP | 173,351 | $73.1B | 2.27% | |
| 8 | SPYSPDR S P 500 ETF TR | 91,053 | $53.4B | 1.66% | |
| 9 | GOOGLALPHABET INC | 261,230 | $49.5B | 1.54% | |
| 10 | METAMETA PLATFORMS INC | 73,812 | $43.2B | 1.34% | |
| 11 | VGSHVANGUARD SCOTTSDALE FDS | 682,020 | $39.7B | 1.23% | |
| 12 | XLFSELECT SECTOR SPDR TR | 758,127 | $36.6B | 1.14% | |
| 13 | AGGISHARES TR | 333,654 | $32.3B | 1.00% | |
| 14 | COSTCOSTCO WHSL CORP NEW | 34,417 | $31.5B | 0.98% | |
| 15 | IVEISHARES TR | 162,706 | $31.1B | 0.96% | |
| 16 | IUSGISHARES TR | 207,999 | $29.0B | 0.90% | |
| 17 | FIXDFIRST TR EXCHNG TRADED FD VI | 640,737 | $27.5B | 0.86% | |
| 18 | FBNDFIDELITY MERRIMACK STR TR | 576,971 | $25.9B | 0.80% | |
| 19 | XLVSELECT SECTOR SPDR TR | 185,052 | $25.5B | 0.79% | |
| 20 | GTOINVESCO ACTIVELY MANAGED EXC | 548,211 | $25.4B | 0.79% | |
| 21 | LLYELI LILLY CO | 32,947 | $25.4B | 0.79% | |
| 22 | HTRBHARTFORD FDS EXCHANGE TRADED | 758,828 | $25.3B | 0.79% | |
| 23 | VCRVANGUARD WORLD FD | 67,277 | $25.3B | 0.78% | |
| 24 | XLCSELECT SECTOR SPDR TR | 259,618 | $25.1B | 0.78% | |
| 25 | MAMASTERCARD INCORPORATED | 47,690 | $25.1B | 0.78% | |
| 26 | JPMJPMORGAN CHASE CO | 95,060 | $22.8B | 0.71% | |
| 27 | XLISELECT SECTOR SPDR TR | 169,562 | $22.3B | 0.69% | |
| 28 | AQLTISHARES TR | 310,111 | $21.8B | 0.68% | |
| 29 | IVWISHARES TR | 203,899 | $20.7B | 0.64% | |
| 30 | IWFISHARES TR | 51,496 | $20.7B | 0.64% | |
| 31 | VTVVANGUARD INDEX FDS | 119,907 | $20.3B | 0.63% | |
| 32 | UDOWPROSHARES TR | 208,974 | $19.8B | 0.61% | |
| 33 | NFLXNETFLIX INC | 22,116 | $19.7B | 0.61% | |
| 34 | GOOGALPHABET INC | 100,276 | $19.1B | 0.59% | |
| 35 | VVISA INC | 57,999 | $18.3B | 0.57% | |
| 36 | IEMGISHARES INC | 343,179 | $17.9B | 0.56% | |
| 37 | VOOVANGUARD INDEX FDS | 32,119 | $17.3B | 0.54% | |
| 38 | NDQINVESCO QQQ TR | 33,286 | $17.0B | 0.53% | |
| 39 | AVGOBROADCOM INC | 71,802 | $16.6B | 0.52% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 36,002 | $16.3B | 0.51% | |
| 41 | ACWXISHARES TR | 307,978 | $16.1B | 0.50% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 31,333 | $15.9B | 0.49% | |
| 43 | DFUSDIMENSIONAL ETF TRUST | 241,574 | $15.4B | 0.48% | |
| 44 | WMTWALMART INC | 168,961 | $15.3B | 0.47% | |
| 45 | ANETARISTA NETWORKS INC | 135,682 | $15.0B | 0.47% | |
| 46 | HDHOME DEPOT INC | 38,241 | $14.9B | 0.46% | |
| 47 | IJHISHARES TR | 238,333 | $14.9B | 0.46% | |
| 48 | XLKSELECT SECTOR SPDR TR | 59,128 | $13.7B | 0.43% | |
| 49 | XOMEXXON MOBIL CORP | 127,431 | $13.7B | 0.43% | |
| 50 | EMBISHARES TR | 145,846 | $13.0B | 0.40% | |
| 51 | DFUVDIMENSIONAL ETF TRUST | 307,708 | $12.6B | 0.39% | |
| 52 | MARMARRIOTT INTL INC NEW | 44,949 | $12.5B | 0.39% | |
| 53 | TSLATESLA INC | 30,470 | $12.3B | 0.38% | |
| 54 | QUALISHARES TR | 66,639 | $11.9B | 0.37% | |
| 55 | SPGIS P GLOBAL INC | 23,696 | $11.8B | 0.37% | |
| 56 | NOWSERVICENOW INC | 11,048 | $11.7B | 0.36% | |
| 57 | IWBISHARES TR | 35,693 | $11.5B | 0.36% | |
| 58 | PANWPALO ALTO NETWORKS INC | 63,075 | $11.5B | 0.36% | |
| 59 | NEENEXTERA ENERGY INC | 159,768 | $11.5B | 0.36% | |
| 60 | SSOPROSHARES TR | 123,134 | $11.4B | 0.35% | |
| 61 | ISRGINTUITIVE SURGICAL INC | 21,722 | $11.3B | 0.35% | |
| 62 | UBERUBER TECHNOLOGIES INC | 187,482 | $11.3B | 0.35% | |
| 63 | PGPROCTER AND GAMBLE CO | 67,157 | $11.3B | 0.35% | |
| 64 | EFAISHARES TR | 147,300 | $11.1B | 0.35% | |
| 65 | SECTNORTHERN LTS FD TR IV | 201,820 | $11.1B | 0.34% | |
| 66 | MCKMCKESSON CORP | 19,226 | $11.0B | 0.34% | |
| 67 | XLFISELECT SECTOR SPDR TR | 136,144 | $10.7B | 0.33% | |
| 68 | IEFISHARES TR | 115,308 | $10.7B | 0.33% | |
| 69 | CRWDCROWDSTRIKE HLDGS INC | 30,300 | $10.4B | 0.32% | |
| 70 | SPYVSPDR SER TR | 199,343 | $10.2B | 0.32% | |
| 71 | VBVANGUARD INDEX FDS | 41,077 | $9.9B | 0.31% | |
| 72 | PWRQUANTA SVCS INC | 31,216 | $9.9B | 0.31% | |
| 73 | GWWGRAINGER W W INC | 9,201 | $9.7B | 0.30% | |
| 74 | IJRISHARES TR | 83,895 | $9.7B | 0.30% | |
| 75 | DFATDIMENSIONAL ETF TRUST | 169,164 | $9.4B | 0.29% | |
| 76 | XLESELECT SECTOR SPDR TR | 109,477 | $9.4B | 0.29% | |
| 77 | FTSMFIRST TR EXCHANGE TRADED FD | 156,848 | $9.4B | 0.29% | |
| 78 | TIPISHARES TR | 85,993 | $9.2B | 0.28% | |
| 79 | SMHVANECK ETF TRUST | 37,777 | $9.1B | 0.28% | |
| 80 | SHOPSHOPIFY INC | 85,212 | $9.1B | 0.28% | |
| 81 | IYWISHARES TR | 55,310 | $8.8B | 0.27% | |
| 82 | ACNACCENTURE PLC IRELAND | 24,264 | $8.5B | 0.27% | |
| 83 | FISVFISERV INC | 41,548 | $8.5B | 0.27% | |
| 84 | DFASDIMENSIONAL ETF TRUST | 130,317 | $8.5B | 0.26% | |
| 85 | MRVLMARVELL TECHNOLOGY INC | 73,063 | $8.1B | 0.25% | |
| 86 | LINLINDE PLC | 18,816 | $7.9B | 0.24% | |
| 87 | VUGVANGUARD INDEX FDS | 18,982 | $7.8B | 0.24% | |
| 88 | FICOFAIR ISAAC CORP | 3,904 | $7.8B | 0.24% | |
| 89 | KLACKLA CORP | 12,285 | $7.7B | 0.24% | |
| 90 | SCHDSCHWAB STRATEGIC TR | 281,106 | $7.7B | 0.24% | |
| 91 | CMGCHIPOTLE MEXICAN GRILL INC | 124,396 | $7.5B | 0.23% | |
| 92 | VRTXVERTEX PHARMACEUTICALS INC | 18,504 | $7.5B | 0.23% | |
| 93 | PLTRPALANTIR TECHNOLOGIES INC | 97,372 | $7.4B | 0.23% | |
| 94 | CDNSCADENCE DESIGN SYSTEM INC | 24,431 | $7.3B | 0.23% | |
| 95 | T7DTRANSDIGM GROUP INC | 5,575 | $7.1B | 0.22% | |
| 96 | ORLYOREILLY AUTOMOTIVE INC | 5,927 | $7.0B | 0.22% | |
| 97 | QCOMQUALCOMM INC | 45,214 | $6.9B | 0.22% | |
| 98 | JEPIJ P MORGAN EXCHANGE TRADED F | 119,674 | $6.9B | 0.21% | |
| 99 | APHAMPHENOL CORP NEW | 98,432 | $6.8B | 0.21% | |
| 100 | VTIVANGUARD INDEX FDS | 23,429 | $6.8B | 0.21% |
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