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 |
|---|---|---|---|---|---|
| 101 | CPRTCOPART INC | 117,859 | $6.8B | 0.21% | |
| 102 | APUETRUST FOR PROFESSIONAL MANAG | 188,215 | $6.7B | 0.21% | |
| 103 | SCHWSCHWAB CHARLES CORP | 89,650 | $6.6B | 0.21% | |
| 104 | ONEQFIDELITY COMWLTH TR | 86,223 | $6.6B | 0.20% | |
| 105 | IUSBISHARES TR | 145,041 | $6.6B | 0.20% | |
| 106 | KNSLKINSALE CAP GROUP INC | 14,040 | $6.5B | 0.20% | |
| 107 | VWOVANGUARD INTL EQUITY INDEX F | 146,011 | $6.4B | 0.20% | |
| 108 | LMBSFIRST TR EXCHANGE TRADED FD | 129,914 | $6.3B | 0.20% | |
| 109 | IWMISHARES TR | 27,590 | $6.1B | 0.19% | |
| 110 | VIGVANGUARD SPECIALIZED FUNDS | 30,837 | $6.0B | 0.19% | |
| 111 | CVXCHEVRON CORP NEW | 41,692 | $6.0B | 0.19% | |
| 112 | EFVISHARES TR | 114,791 | $6.0B | 0.19% | |
| 113 | VIOVVANGUARD ADMIRAL FDS INC | 64,081 | $6.0B | 0.19% | |
| 114 | MSIMOTOROLA SOLUTIONS INC | 12,911 | $6.0B | 0.19% | |
| 115 | DONSPDR DOW JONES INDL AVERAGE | 13,936 | $5.9B | 0.18% | |
| 116 | FNDFLOOR DECOR HLDGS INC | 58,044 | $5.8B | 0.18% | |
| 117 | XLUSELECT SECTOR SPDR TR | 75,404 | $5.7B | 0.18% | |
| 118 | LMTLOCKHEED MARTIN CORP | 11,450 | $5.6B | 0.17% | |
| 119 | IUSVISHARES TR | 60,032 | $5.6B | 0.17% | |
| 120 | LSATTWO RDS SHARED TR | 137,736 | $5.5B | 0.17% | |
| 121 | BLDRBUILDERS FIRSTSOURCE INC | 38,290 | $5.5B | 0.17% | |
| 122 | SPYGSPDR SER TR | 61,923 | $5.4B | 0.17% | |
| 123 | BXBLACKSTONE INC | 30,914 | $5.3B | 0.17% | |
| 124 | SHYISHARES TR | 63,152 | $5.2B | 0.16% | |
| 125 | RDVYFIRST TR EXCHANGE TRADED FD | 87,530 | $5.2B | 0.16% | |
| 126 | LCRLEUTHOLD FDS INC | 150,064 | $5.2B | 0.16% | |
| 127 | ODFLOLD DOMINION FREIGHT LINE IN | 28,598 | $5.0B | 0.16% | |
| 128 | AXONAXON ENTERPRISE INC | 8,473 | $5.0B | 0.16% | |
| 129 | LNGCHENIERE ENERGY INC | 23,112 | $5.0B | 0.15% | |
| 130 | CRMSALESFORCE INC | 14,333 | $4.8B | 0.15% | |
| 131 | VOEVANGUARD INDEX FDS | 29,519 | $4.8B | 0.15% | |
| 132 | RSPINVESCO EXCHANGE TRADED FD T | 27,031 | $4.7B | 0.15% | |
| 133 | CATCATERPILLAR INC | 12,917 | $4.7B | 0.15% | |
| 134 | 7HPHP INC | 143,468 | $4.7B | 0.15% | |
| 135 | XLYSELECT SECTOR SPDR TR | 20,063 | $4.5B | 0.14% | |
| 136 | TTTRANE TECHNOLOGIES PLC | 12,183 | $4.5B | 0.14% | |
| 137 | ABBVABBVIE INC | 25,273 | $4.5B | 0.14% | |
| 138 | FBTCFIDELITY WISE ORIGIN BITCOIN | 54,958 | $4.5B | 0.14% | |
| 139 | LOWLOWES COS INC | 18,160 | $4.5B | 0.14% | |
| 140 | MRKMERCK CO INC | 43,504 | $4.3B | 0.13% | |
| 141 | VTIPVANGUARD MALVERN FDS | 88,357 | $4.3B | 0.13% | |
| 142 | APCBTRUST FOR PROFESSIONAL MANAG | 147,347 | $4.3B | 0.13% | |
| 143 | BSVVANGUARD BD INDEX FDS | 53,762 | $4.2B | 0.13% | |
| 144 | XLRESELECT SECTOR SPDR TR | 101,812 | $4.1B | 0.13% | |
| 145 | AMATAPPLIED MATLS INC | 24,754 | $4.0B | 0.13% | |
| 146 | IWDISHARES TR | 21,681 | $4.0B | 0.12% | |
| 147 | HEFAISHARES TR | 115,192 | $4.0B | 0.12% | |
| 148 | SHVISHARES TR | 35,863 | $3.9B | 0.12% | |
| 149 | SPDWSPDR INDEX SHS FDS | 114,521 | $3.9B | 0.12% | |
| 150 | SLYGSPDR SER TR | 42,746 | $3.9B | 0.12% | |
| 151 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 19,474 | $3.8B | 0.12% | |
| 152 | MIGAMICROSTRATEGY INC | 13,184 | $3.8B | 0.12% | |
| 153 | SUBISHARES TR | 35,975 | $3.8B | 0.12% | |
| 154 | BIVVANGUARD BD INDEX FDS | 50,021 | $3.7B | 0.12% | |
| 155 | DFIVDIMENSIONAL ETF TRUST | 102,261 | $3.6B | 0.11% | |
| 156 | DISDISNEY WALT CO | 32,569 | $3.6B | 0.11% | |
| 157 | PWBINVESCO EXCHANGE TRADED FD T | 35,239 | $3.6B | 0.11% | |
| 158 | ETNEATON CORP PLC | 10,624 | $3.5B | 0.11% | |
| 159 | TJXTJX COS INC NEW | 28,914 | $3.5B | 0.11% | |
| 160 | BKLNINVESCO EXCH TRADED FD TR II | 164,117 | $3.5B | 0.11% | |
| 161 | SOXXISHARES TR | 16,032 | $3.5B | 0.11% | |
| 162 | VBRVANGUARD INDEX FDS | 17,291 | $3.4B | 0.11% | |
| 163 | MCDMCDONALDS CORP | 11,789 | $3.4B | 0.11% | |
| 164 | VTEBVANGUARD MUN BD FDS | 67,845 | $3.4B | 0.11% | |
| 165 | VISTVISTA ENERGY S A B DE C V | 62,816 | $3.4B | 0.11% | |
| 166 | IWRISHARES TR | 38,419 | $3.4B | 0.11% | |
| 167 | QQEWFIRST TR NAS100 EQ WEIGHTED | 27,050 | $3.4B | 0.10% | |
| 168 | INTUINTUIT | 5,333 | $3.4B | 0.10% | |
| 169 | JNJJOHNSON JOHNSON | 22,958 | $3.3B | 0.10% | |
| 170 | SPXLDIREXION SHS ETF TR | 19,601 | $3.3B | 0.10% | |
| 171 | SBUXSTARBUCKS CORP | 36,091 | $3.3B | 0.10% | |
| 172 | SPYMSPDR SER TR | 47,596 | $3.3B | 0.10% | |
| 173 | JEPQJ P MORGAN EXCHANGE TRADED F | 57,653 | $3.3B | 0.10% | |
| 174 | DYNFBLACKROCK ETF TRUST | 63,331 | $3.2B | 0.10% | |
| 175 | IBMPISHARES TR | 128,491 | $3.2B | 0.10% | |
| 176 | ADBEADOBE INC | 7,226 | $3.2B | 0.10% | |
| 177 | ORCLORACLE CORP | 19,215 | $3.2B | 0.10% | |
| 178 | TNADIREXION SHS ETF TR | 76,067 | $3.2B | 0.10% | |
| 179 | VXUSVANGUARD STAR FDS | 52,696 | $3.1B | 0.10% | |
| 180 | BACBANK AMERICA CORP | 70,448 | $3.1B | 0.10% | |
| 181 | FXLFIRST TR EXCHANGE TRADED FD | 20,803 | $3.1B | 0.10% | |
| 182 | ITA*ISHARES TR | 20,855 | $3.0B | 0.09% | |
| 183 | OHIOMEGA HEALTHCARE INVS INC | 79,375 | $3.0B | 0.09% | |
| 184 | APIETRUST FOR PROFESSIONAL MANAG | 106,765 | $3.0B | 0.09% | |
| 185 | SCHRSCHWAB STRATEGIC TR | 123,103 | $3.0B | 0.09% | |
| 186 | HCAHCA HEALTHCARE INC | 9,913 | $3.0B | 0.09% | |
| 187 | BILSPDR SER TR | 32,391 | $3.0B | 0.09% | |
| 188 | SDVYFIRST TR EXCHANGE TRADED FD | 82,199 | $2.9B | 0.09% | |
| 189 | GSGOLDMAN SACHS GROUP INC | 5,087 | $2.9B | 0.09% | |
| 190 | TLTISHARES TR | 33,239 | $2.9B | 0.09% | |
| 191 | PEPPEPSICO INC | 18,984 | $2.9B | 0.09% | |
| 192 | MINTPIMCO ETF TR | 28,740 | $2.9B | 0.09% | |
| 193 | ALSALLSTATE CORP | 14,926 | $2.9B | 0.09% | |
| 194 | CGDGCAPITAL GROUP DIVIDEND VALUE | 81,587 | $2.9B | 0.09% | |
| 195 | VXFVANGUARD INDEX FDS | 15,069 | $2.9B | 0.09% | |
| 196 | DFGRDIMENSIONAL ETF TRUST | 111,990 | $2.9B | 0.09% | |
| 197 | ABGCENCORA INC | 12,626 | $2.8B | 0.09% | |
| 198 | UDECINNOVATOR ETFS TRUST | 80,584 | $2.8B | 0.09% | |
| 199 | DNOVFIRST TR EXCHNG TRADED FD VI | 65,958 | $2.8B | 0.09% | |
| 200 | CAHCARDINAL HEALTH INC | 23,835 | $2.8B | 0.09% |