SW

Spire Wealth Management

13F
Spire Wealth Management
Last update 2024-10-15 2144 Stocks (98 new)
Value $2.96 Bil Turnover 7 %
Countries:
Top Holdings: IVV(4.38%)AAPL(4.17%)JPST(3.47%)NVDA(3.06%)MSFT(2.54%)
Portfolio Report
Summary Stock Picks Current Portfolio
Spire Wealth Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
224,668
129593.270
-6.61%
4.380
-0.31%
0.020
+6.72%
+22.39%
548894.685
 
AAPL 		Apple Inc
529,850
123455.130
+6.52%
4.170
+0.26%
0.000
+7.19%
+21.83%
3552750.693
Hardware
JPST 		JPMorgan Ultra-Short Income ETF
2,023,700
102682.520
+33.54%
3.470
+0.87%
0.390
+0.06%
+0.74%
26825.589
 
NVDA 		NVIDIA Corp
745,604
90546.160
+2.59%
3.060
+0.08%
0.000
+26.59%
+185.29%
3464862.500
Semiconductors
MSFT 		Microsoft Corp
174,907
75262.630
-6.50%
2.540
-0.19%
0.000
+1.41%
+15.50%
3211304.804
Software
VGT 		Vanguard Information Technology ETF
122,822
72037.800
-11.51%
2.430
-0.32%
0.100
+9.09%
+26.10%
75315.608
 
AMZN 		Amazon.com Inc
353,659
65897.270
+0.74%
2.230
+0.02%
0.000
+4.16%
+25.60%
2002869.027
Retail - Cyclical
SPY 		S&P 500 ETF TRUST ETF
87,351
50118.280
-0.71%
1.690
-0.01%
0.010
+6.79%
+22.40%
603023.285
 
GOOGL 		Alphabet Inc
256,385
42521.430
+2.32%
1.440
+0.03%
0.000
+0.22%
+21.77%
2097969.139
Interactive Media
VGSH 		Vanguard Short-Term Government Bond ETF
660,746
38997.200
+119.50%
1.320
+0.72%
0.190
+0.27%
+0.27%
19906.806
 

Spire Wealth Management's Historical Top Holdings Breakdowns

Spire Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Add
+0.87%
●
50.25 ($50.53) 50.74
$50.60
0.14%
Add 33.54%
2,023,700
508,268
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+0.72%
●
57.74 ($58.57) 59.13
$58.51
-0.10%
Add 119.5%
660,746
359,716
VGT 		Vanguard Information Technology ETF2024-09-30Reduce
-0.32%
●
514.43 ($568.51) 606.85
$610.32
7.35%
Reduce -11.51%
122,822
-15,978
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.31%
●
520.18 ($556.01) 576.82
$584.55
5.13%
Reduce -6.61%
224,668
-15,910
AAPL 		Apple Inc2024-09-30Add
+0.26%
●
207.23 ($223.32) 234.82
$233.78
4.68%
Add 6.52%
529,850
32,440
TDG 		TransDigm Group Inc2024-09-30Add
+0.26%
●
1202.03 ($1300.33) 1427.13
$1,336.17
2.76%
Add 2380.72%
5,532
5,309
ISRG 		Intuitive Surgical Inc2024-09-30Add
+0.23%
●
416.14 ($465.55) 494.01
$516.31
10.90%
Add 324.81%
18,318
14,006
NFLX 		Netflix Inc2024-09-30Add
+0.22%
●
598.55 ($668.77) 722.26
$759.28
13.53%
Add 83%
20,308
9,211
AMAT 		Applied Materials Inc2024-09-30Add
+0.20%
●
174.75 ($205.11) 254.97
$190.16
-7.29%
Add 175.17%
47,283
30,100
MSFT 		Microsoft Corp2024-09-30Reduce
-0.19%
●
395.15 ($427.47) 467.56
$431.97
1.05%
Reduce -6.5%
174,907
-12,159

Spire Wealth Management Total Holding History ($B)

To

Spire Wealth Management's Asset Allocation

To

Spire Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Spire Wealth Management's Hypothetical Growth since 2024-09-30

Spire Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Spire Wealth Management's Holdings Heat Map

Size field:

Spire Wealth Management's Holdings Bubble Chart

Spire Wealth Management News

  • 1

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