Spire Wealth Management Portfolio Holdings
Spire Wealth Management
- $3.13 Billion
- Q4 2024
Spire Wealth Management has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.13 Billion distributed in 2443 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $143M, Apple Inc. with a value of $140M, Jp Morgan ETF Tr Ultra Short I with a value of $111M, Nvidia Corp with a value of $97.4M, and Amazon Com Inc with a value of $82M.
Examining the 13F form we can see an increase of $180M in the current position value, from $2.95B to 3.13B.
Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.13 Billion
ETFs: $1.67 Billion
Technology: $517 Million
Financial Services: $194 Million
Consumer Cyclical: $183 Million
Communication Services: $144 Million
Healthcare: $122 Million
Industrials: $108 Million
Consumer Defensive: $80.8 Million
Other: $99.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 2,443
- Current Value $3.13 Billion
- Prior Value $2.95 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 400 stocks
- Additional Purchases 820 stocks
- Sold out of 0 stocks
- Reduced holdings in 599 stocks