Spire Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Spire Wealth Management | Institutional Filer | ▼ 1.85% | $2.93B | 2248 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2248)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 236K | $154.3M | 5.27% |
| 2 | NVDA | NVIDIA Corporation | Technology | 612K | $106.7M | 3.64% |
| 3 | AAPL | Apple Inc. | Technology | 383K | $97.3M | 3.32% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 322K | $67.0M | 2.29% |
| 5 | GOOGL | Alphabet Inc. | Technology | 182K | $52.4M | 1.79% |
| 6 | VGT | VANGUARD WORLD FD | — | 75K | $52.2M | 1.78% |
| 7 | MSFT | Microsoft Corporation | Technology | 132K | $48.9M | 1.67% |
| 8 | IUSB | ISHARES TR | — | 878K | $40.6M | 1.38% |
| 9 | SPY | SPDR S&P 500 ETF Trust | — | 57K | $37.3M | 1.27% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | — | 651K | $35.0M | 1.19% |
| 11 | AVGO | Broadcom Inc. | Technology | 108K | $33.5M | 1.14% |
| 12 | AGG | ISHARES TR | — | 307K | $30.5M | 1.04% |
| 13 | META | Meta Platforms, Inc. | Technology | 53K | $30.4M | 1.04% |
| 14 | COST | Costco Wholesale Corporation | Consumer Defensive | 30K | $29.7M | 1.01% |
| 15 | GOOG | Alphabet Inc. | Technology | 100K | $28.8M | 0.98% |
Showing 1 to 15 of 1000 holdings