Spire Wealth Management Q4 2024 Filing

Filed January 24, 2025

Portfolio Value

$3.2B

Holdings

2,440

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (2,440 positions)

StockValue
OLEDUNIVERSAL DISPLAY CORP
$151K
LEOBNY MELLON STRATEGIC MUNS IN
$150K
VTWOVANGUARD SCOTTSDALE FDS
$150K
VENVENTAS INC
$150K
SCHZSCHWAB STRATEGIC TR
$150K
RINFPROSHARES TR
$150K
NGNOVAGOLD RES INC
$148K
GOFGUGGENHEIM STRATEGIC OPPORTU
$148K
BFKBLACKROCK MUN INCOME TR
$148K
HEIHEICO CORP NEW
$148K
SSENTINELONE INC
$148K
FASTFASTENAL CO
$147K
LUVSOUTHWEST AIRLS CO
$147K
LHLABCORP HOLDINGS INC
$147K
TDSTELEPHONE DATA SYS INC
$147K
FCPIFIDELITY COVINGTON TRUST
$146K
BITBLACKROCK MULTI SECTOR INC T
$146K
DGSWISDOMTREE TR
$146K
FTGCFIRST TR EXCHANGE TRAD FD VI
$145K
IGFISHARES TR
$145K
IQVIQVIA HLDGS INC
$144K
SIXGETF SER SOLUTIONS
$144K
AMANTERO MIDSTREAM CORP
$143K
XSDSPDR SER TR
$143K
FALNISHARES TR
$143K
VOOVVANGUARD ADMIRAL FDS INC
$143K
IDV*ISHARES TR
$142K
PMOPUTNAM MUN OPPORTUNITIES TR
$142K
TTCTORO CO
$141K
NLYANNALY CAPITAL MANAGEMENT IN
$140K
ONON SEMICONDUCTOR CORP
$140K
NTRNUTRIEN LTD
$139K
DTMDT MIDSTREAM INC
$138K
SUNSSUNRISE RLTY TR INC
$137K
ZBHZIMMER BIOMET HOLDINGS INC
$137K
RPMRPM INTL INC
$136K
TROWPRICE T ROWE GROUP INC
$135K
ICLRICON PLC
$135K
MUSAMURPHY USA INC
$134K
USBUS BANCORP DEL
$134K
ACWVISHARES INC
$133K
VYMIVANGUARD WHITEHALL FDS
$133K
PRNINVESCO EXCHANGE TRADED FD T
$132K
MISLFIRST TR EXCHANGE TRADED FD
$132K
SNOWSNOWFLAKE INC
$132K
FTSLFIRST TR EXCHANGE TRADED FD
$132K
WYWEYERHAEUSER CO MTN BE
$131K
PAYCPAYCOM SOFTWARE INC
$131K
ELMDELECTROMED INC
$130K
NRKNUVEEN NEW YORK AMT QLT MUNI
$129K
STTSTATE STR CORP
$129K
BLDTOPBUILD CORP
$129K
NMZNUVEEN MUN HIGH INCOME OPPOR
$129K
PDCOEURPATTERSON COS INC
$128K
IYJISHARES TR
$128K
U6ZURANIUM ENERGY CORP
$128K
RACEFERRARI N V
$127K
APLEAPPLE HOSPITALITY REIT INC
$127K
INVHINVITATION HOMES INC
$125K
ARMARM HOLDINGS PLC
$125K
MNDYMONDAY COM LTD
$125K
DVNDEVON ENERGY CORP NEW
$124K
SMMVISHARES TR
$124K
CGSDCAPITAL GRP FIXED INCM ETF T
$124K
FNXFIRST TR MID CAP CORE ALPHAD
$124K
XRNPXCOHEN STEERS REIT PFD
$123K
MTBM T BK CORP
$123K
PSAPUBLIC STORAGE OPER CO
$123K
SRVRPACER FDS TR
$122K
SMINISHARES TR
$122K
SONYSONY GROUP CORP
$122K
HBCPHOME BANCORP INC
$121K
TELTE CONNECTIVITY PLC
$120K
ALLYALLY FINL INC
$120K
LSTRLANDSTAR SYS INC
$120K
OTISOTIS WORLDWIDE CORP
$120K
PSIINVESCO EXCHANGE TRADED FD T
$120K
DUSADAVIS FUNDAMENTAL ETF TR
$119K
MNSBMAINSTREET BANCSHARES INC
$119K
SCZISHARES TR
$118K
ACIALBERTSONS COS INC
$117K
BROBROWN BROWN INC
$117K
RYROYAL BK CDA
$116K
BERYEURBERRY GLOBAL GROUP INC
$116K
BNBROOKFIELD CORP
$116K
AVBAVALONBAY CMNTYS INC
$116K
URNMSPROTT FDS TR
$115K
CABOCABLE ONE INC
$114K
SPMDSPDR SER TR
$113K
PHKPIMCO HIGH INCOME FD
$113K
REGNREGENERON PHARMACEUTICALS
$113K
CRCCALIFORNIA RES CORP
$112K
WPCWP CAREY INC
$112K
WTRGESSENTIAL UTILS INC
$112K
SEPTAIM ETF PRODUCTS TRUST
$112K
TRYBARINGS BDC INC
$112K
KELKELLANOVA
$111K
AIQGLOBAL X FDS
$111K
TCPCBLACKROCK TCP CAPITAL CORP
$111K
GAUGFIRST TR EXCHNG TRADED FD VI
$111K
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