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Spire Wealth Management Top Holdings and 13F Report (2025)

About Spire Wealth Management

Investment Activity

  • Spire Wealth Management has $2.78 billion in total holdings as of June 30, 2025.
  • Spire Wealth Management owns shares of 2,528 different stocks, but just 181 companies or ETFs make up 80% of its holdings.
  • Approximately 7.34% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Spire Wealth Management has purchased 2,612 new stocks and bought additional shares in 529 stocks.
  • Spire Wealth Management sold shares of 1,309 stocks and completely divested from 249 stocks this quarter.

Largest Holdings

NVIDIA
$93,543,699
Apple
$79,371,458

Largest New Holdings this Quarter

46435G672 - iShares Core International Aggregate Bond ETF
$14,486,672 Holding
69420N809 - PGIM ROCK ETF TR
$3,317,857 Holding
69420N874 - PGIM ROCK ETF TR
$1,561,182 Holding
69420N858 - PGIM ROCK ETF TR
$1,273,803 Holding
G93A5A101 - VIKING HOLDINGS LTD
$788,958 Holding

Largest Purchases this Quarter

iShares Core Total USD Bond Market ETF
1,744,048 shares (about $80.63M)
iShares Core International Aggregate Bond ETF
283,552 shares (about $14.49M)
O'Reilly Automotive
63,138 shares (about $5.69M)
Spotify Technology
5,690 shares (about $4.37M)
EQT
58,582 shares (about $3.42M)

Largest Sales this Quarter

Microsoft
50,668 shares (about $25.05M)
iShares Core S&P 500 ETF
40,318 shares (about $25.03M)
Apple
113,383 shares (about $23.26M)
Vanguard Short-Term Treasury ETF
392,252 shares (about $23.06M)
JPMorgan Ultra-Short Income ETF
447,237 shares (about $22.67M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpire Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$127,938,370$25,033,458 -16.4%206,0534.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$93,543,699$18,449,018 -16.5%594,7823.4%Computer and Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$86,970,025$80,627,360 1,271.2%1,881,2463.1%Manufacturing
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$85,676,690$22,665,977 -20.9%1,690,5423.1%ETF
Apple Inc. stock logo
AAPL
Apple
$79,371,458$23,262,792 -22.7%386,8572.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$67,261,283$11,827,760 -15.0%306,5832.4%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$65,456,425$25,047,740 -27.7%132,4092.4%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$60,012,633$18,386,036 -23.5%90,4792.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$41,557,841$10,769,389 -20.6%56,3051.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$39,942,019$15,634,643 -28.1%64,6471.4%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$34,940,002$8,093,520 -18.8%667,1761.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$33,129,986$12,640,970 -27.6%187,9931.2%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$29,064,764$4,190,202 -12.6%292,9921.0%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$25,870,798$8,658,907 -25.1%26,1340.9%Retail/Wholesale
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$24,205,006$7,322,024 -23.2%123,8610.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$23,945,861$5,532,897 -18.8%286,8450.9%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$23,293,578$3,455,911 -12.9%509,1490.8%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$22,901,248$3,425,969 -13.0%488,4040.8%ETF
Hartford Total Return Bond ETF stock logo
HTRB
Hartford Total Return Bond ETF
$22,622,722$3,463,580 -13.3%667,9280.8%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$22,283,822$6,339,348 -22.1%148,1640.8%Manufacturing
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$22,200,380$5,800,827 -20.7%204,5550.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$22,194,176$485,101 -2.1%201,5820.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$21,667,520$247,105 -1.1%51,0330.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$21,433,430$6,586,042 -23.5%16,0050.8%Consumer Discretionary
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$21,105,021$316,364 -1.5%119,4130.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$21,084,333$5,260,365 -20.0%27,0470.8%Medical
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$20,761,773$5,062,138 -19.6%140,7390.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$19,996,715$9,392,276 -32.0%35,2040.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$19,915,491$4,867,267 -19.6%147,7520.7%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$19,628,442$2,727,127 -12.2%417,0940.7%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$19,065,980$5,136,967 -21.2%52,6220.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$19,031,710$9,716,328 -33.8%65,6470.7%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$18,769,634$833,845 -4.3%68,0920.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$17,222,271$4,484,264 -20.7%30,6480.6%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,121,519$3,147,156 -15.5%31,0370.6%Finance
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$16,974,445$23,056,593 -57.6%288,7790.6%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$16,678,989$32,639 0.2%248,8660.6%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$15,886,645$2,190,982 16.0%162,5730.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$15,722,968$641,175 4.3%62,0900.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$15,695,196$1,783,843 -10.2%88,4780.6%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$15,602,108$4,691,108 -23.1%259,9050.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$14,584,153$4,568,144 -23.9%30,0230.5%Finance
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$14,486,672$14,486,672 New Holding283,5520.5%ETF
Visa Inc. stock logo
V
Visa
$14,415,091$7,701,422 -34.8%40,6000.5%Business Services
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$13,926,307$4,856,257 -25.9%149,2640.5%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$13,705,829$865,353 -5.9%140,1700.5%Retail/Wholesale
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$13,638,137$4,696,466 -25.6%223,7960.5%Manufacturing
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$13,453,147$41,773 0.3%318,1920.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,556,161$533,122 -4.1%140,4650.5%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$12,222,286$3,251,399 -21.0%23,9980.4%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$11,831,167$1,922,296 19.4%13,2080.4%Computer and Technology
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$11,761,921$1,842,770 -13.5%126,9910.4%ETF
PALANTIR TECHNOLOGIES INC
$10,824,025$2,477,603 -18.6%79,4020.4%CL A
Marriott International, Inc. stock logo
MAR
Marriott International
$10,762,479$1,603,457 -13.0%39,3930.4%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$10,635,764$3,283,232 -23.6%29,0090.4%Retail/Wholesale
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$10,311,901$2,524,798 -19.7%127,3550.4%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$9,946,682$2,917,743 -22.7%48,6060.4%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$9,915,004$1,205,269 -10.8%103,5290.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$9,506,588$3,082,146 -24.5%52,0000.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,291,829$3,035,877 -24.6%149,8200.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,287,747$10,677,757 -53.5%17,0920.3%Finance
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$9,286,860$72,738 -0.8%172,1060.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9,193,302$347,751 -3.6%53,0580.3%Manufacturing
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,960,476$363,329 4.2%157,6160.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$8,822,231$1,419,922 19.2%28,9410.3%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$8,739,717$4,170,337 -32.3%82,2410.3%Energy
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$8,480,889$63,646 -0.7%133,1170.3%ETF
McKesson Corporation stock logo
MCK
McKesson
$8,440,776$5,042,997 -37.4%11,7950.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$8,289,964$2,706,373 -24.6%8,2490.3%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,266,766$103,899 1.3%18,8570.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$8,180,245$859,387 -9.5%21,6360.3%Medical
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$7,983,741$1,234,210 -13.4%72,5530.3%ETF
Shopify Inc. stock logo
SHOP
Shopify
$7,928,365$1,630,706 -17.1%68,7330.3%Computer and Technology
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$7,770,453$470,132 6.4%122,4080.3%ETF
MORGAN STANLEY ETF TRUST
$7,540,590$1,040,136 -12.1%148,2330.3%EATON VANCE TOTA
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$7,431,374$3,579,870 -32.5%84,2080.3%ETF
Intuit Inc. stock logo
INTU
Intuit
$7,400,888$3,379,077 84.0%9,3960.3%Computer and Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$7,235,281$181,317 -2.4%8,7390.3%Aerospace
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$7,189,672$4,155,620 -36.6%123,8100.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$7,114,850$2,840,100 -28.5%20,9530.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$7,086,008$1,218,442 -14.7%86,7750.3%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$7,064,584$70,721 1.0%118,2750.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$7,062,093$4,199,720 -37.3%44,3260.3%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$6,903,639$3,119,074 -31.1%21,7330.2%Auto/Tires/Trucks
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$6,778,694$2,050,406 43.4%39,0640.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$6,729,108$3,673,161 -35.3%96,9330.2%Utilities
ActivePassive Core Bond ETF stock logo
APCB
ActivePassive Core Bond ETF
$6,542,542$2,033,204 45.1%220,7380.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,417,108$685,963 -9.7%21,1140.2%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$6,265,595$3,691,444 -37.1%11,8830.2%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$6,251,900$834,194 -11.8%119,4480.2%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$6,222,909$5,690,604 1,069.0%69,0440.2%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$6,199,792$1,659,725 -21.1%2,3720.2%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$6,195,346$1,034,907 -14.3%33,8410.2%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,960,306$2,868,560 -32.5%95,5790.2%Finance
ARISTA NETWORKS INC
$5,703,063$7,216,841 -55.9%55,7430.2%COM SHS
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$5,617,333$2,866,452 -33.8%3,6940.2%Aerospace
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,588,599$1,352,540 -19.5%65,8960.2%ETF
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$5,549,213$63,919 -1.1%69,2790.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$5,497,521$120,272 -2.1%87,6240.2%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,329,181$2,155,192 -28.8%48,7620.2%ETF

Showing largest 100 holdings. View all holdings.
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