Spire Wealth Management
CIK Number: 0001858740
Main Sectors:
Top Industries:
Filing Date: Apr 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 652.11 | +0.36% | 246.37K | +1.50% | 138.44M | 431.54 | 4.43% | Share |
| 2 | AAPL | Apple Inc. | 232.56 | +0.90% | 500.24K | -10.39% | 111.12M | 154.1 | 3.56% | Share |
| 3 | JPST | JPMorgan Ultra-... | 50.72 | -0.01% | 2.14M | -2.99% | 108.24M | 50.39 | 3.46% | Share |
| 4 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 712.09K | -1.79% | 77.18M | 24.98 | 2.47% | Share |
| 5 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 183.08K | +5.61% | 68.73M | 283.67 | 2.20% | Share |
| 6 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 360.5K | -3.5% | 68.59M | 155.1 | 2.20% | Share |
| 7 | VGT | Vanguard Inform... | 707.59 | +0.95% | 118.2K | -6.62% | 64.11M | 403.36 | 2.05% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 89.95K | -1.21% | 50.32M | 422.08 | 1.61% | Share |
| 9 | XLF | Financial Selec... | 53.86 | +0.15% | 821.72K | +8.39% | 40.93M | 36.92 | 1.31% | Share |
| 10 | META | Meta Platforms,... | 751.11 | +0.50% | 70.9K | -3.95% | 40.86M | 323.48 | 1.31% | Share |
| 11 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 259.72K | -0.58% | 40.16M | 111.8 | 1.29% | Share |
| 12 | VGSH | Vanguard Short-... | 58.81 | -0.03% | 681.03K | -0.14% | 39.97M | 58.67 | 1.28% | Share |
| 13 | AGG | iShares Core U.... | 99.58 | +0.12% | 335.23K | +0.47% | 33.16M | 110.65 | 1.06% | Share |
| 14 | COST | Costco Wholesal... | 944.96 | -0.48% | 34.88K | +1.35% | 32.99M | 513.75 | 1.06% | Share |
| 15 | IVE | iShares S&P 500... | 203.78 | +0.05% | 161.33K | -0.85% | 30.75M | 149.85 | 0.98% | Share |
| 16 | LLY | Eli Lilly and C... | 732.20 | -0.27% | 33.8K | +2.57% | 27.91M | 374.6 | 0.89% | Share |
| 17 | XLV | Health Care Sel... | 136.44 | -0.39% | 183.86K | -0.64% | 26.85M | 125.1 | 0.86% | Share |
| 18 | IEFA | iShares Core MS... | 86.03 | +0.36% | 353.12K | +13.87% | 26.71M | 71.11 | 0.86% | Share |
| 19 | FBND | Fidelity Total ... | 45.94 | -0.22% | 584.69K | +1.34% | 26.69M | 50.49 | 0.85% | Share |
| 20 | VOO | Vanguard S&P 50... | 596.59 | +0.37% | 51.74K | +61.09% | 26.59M | 469.33 | 0.85% | Share |
| 21 | GTO | Invesco Total R... | 47.10 | +0.13% | 561.47K | +2.42% | 26.35M | 53.4 | 0.84% | Share |
| 22 | HTRB | Hartford Total ... | 34.02 | -0.19% | 770.19K | +1.50% | 26.08M | 38.26 | 0.83% | Share |
| 23 | XLC | Communication S... | 111.62 | +0.39% | 258K | -0.62% | 24.88M | 70.68 | 0.80% | Share |
| 24 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 99.16K | +4.32% | 24.32M | 151.99 | 0.78% | Share |
| 25 | IUSG | iShares Core S&... | 158.75 | +0.47% | 190.31K | -8.5% | 24.19M | 108.49 | 0.77% | Share |
| 26 | XLI | Industrial Sele... | 153.42 | +0.18% | 175.05K | +3.24% | 22.94M | 107.71 | 0.73% | Share |
| 27 | JCPB | JPMorgan Core P... | 47.27 | +0.15% | 475.04K | +742.16K% | 22.35M | 47.04 | 0.72% | Share |
| 28 | V | Visa Inc. | 349.84 | -0.15% | 62.29K | +7.40% | 21.83M | 227.34 | 0.70% | Share |
| 29 | VCR | Vanguard Consum... | 389.83 | +0.08% | 66.8K | -0.71% | 21.74M | 296.07 | 0.70% | Share |
| 30 | MA | Mastercard Inco... | 590.46 | -0.03% | 38.63K | -19% | 21.17M | 367.1 | 0.68% | Share |
| 31 | BRK-B | Berkshire Hatha... | 499.93 | +0.85% | 39.43K | +9.51% | 21M | 325.57 | 0.67% | Share |
| 32 | VTV | Vanguard Value ... | 183.16 | +0.05% | 121.2K | +1.08% | 20.94M | 133.95 | 0.67% | Share |
| 33 | NFLX | Netflix, Inc. | 1231.45 | +0.65% | 20.92K | -5.39% | 19.51M | 609.86 | 0.62% | Share |
| 34 | IVW | iShares S&P 500... | 116.23 | +0.55% | 205.99K | +1.02% | 19.12M | 71.04 | 0.61% | Share |
| 35 | IWF | iShares Russell... | 450.80 | +0.61% | 51.62K | +0.23% | 18.64M | 247.01 | 0.60% | Share |
| 36 | IEMG | iShares Core MS... | 62.38 | +0.37% | 338.05K | -1.49% | 18.24M | 56.64 | 0.58% | Share |
| 37 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 36.74K | +10.38% | 17.23M | 350.32 | 0.55% | Share |
| 38 | ACWX | iShares MSCI AC... | 63.04 | +0.38% | 300.86K | -2.31% | 16.68M | 52.78 | 0.53% | Share |
| 39 | UNH | UnitedHealth Gr... | 302.31 | -0.52% | 31.21K | -0.38% | 16.35M | 505.86 | 0.52% | Share |
| 40 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 98.53K | -1.74% | 15.39M | 117.69 | 0.49% | Share |
| 41 | DFUS | Dimensional U.S... | 70.64 | +0.41% | 248.38K | +2.82% | 15.02M | 42.2 | 0.48% | Share |
| 42 | UBER | Uber Technologi... | 95.97 | +0.68% | 201.31K | +7.38% | 14.67M | 58.64 | 0.47% | Share |
| 43 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 121.48K | -4.67% | 14.45M | 85.41 | 0.46% | Share |
| 44 | HD | The Home Depot,... | 407.36 | -0.22% | 37.96K | -0.72% | 13.91M | 328.54 | 0.45% | Share |
| 45 | EMB | iShares J.P. Mo... | 94.26 | +0.59% | 146.89K | +0.71% | 13.31M | 98.11 | 0.43% | Share |
| 46 | WMT | Walmart Inc. | 96.14 | +0.06% | 149.02K | -11.8% | 13.08M | 58.18 | 0.42% | Share |
| 47 | DFUV | Dimensional US ... | 44.44 | +0.07% | 317.2K | +3.09% | 13.07M | 40.93 | 0.42% | Share |
| 48 | XLP | Consumer Staple... | 80.26 | -0.63% | 158.54K | +16.45% | 12.95M | 72.96 | 0.41% | Share |
| 49 | MCK | McKesson Corpor... | 681.02 | -0.36% | 18.84K | -2% | 12.68M | 440.4 | 0.41% | Share |
| 50 | XLK | Technology Sele... | 266.54 | +0.79% | 59.56K | +0.73% | 12.3M | 174.47 | 0.39% | Share |
| 51 | PG | The Procter & G... | 155.64 | -0.84% | 70.69K | +5.25% | 12.05M | 167.79 | 0.39% | Share |
| 52 | EFA | iShares MSCI EA... | 92.03 | +0.38% | 146.43K | -0.59% | 11.97M | 75.71 | 0.38% | Share |
| 53 | AVGO | Broadcom Inc. | 308.65 | +2.80% | 71.12K | -0.95% | 11.91M | 97.68 | 0.38% | Share |
| 54 | ISRG | Intuitive Surgi... | 473.84 | +0.57% | 23.91K | +10.07% | 11.84M | 468.33 | 0.38% | Share |
| 55 | QUAL | iShares MSCI US... | 189.66 | +0.16% | 68.86K | +3.33% | 11.77M | 132.56 | 0.38% | Share |
| 56 | SSO | ProShares Ultra... | 106.60 | +0.69% | 140.15K | +13.82% | 11.6M | 66.9 | 0.37% | Share |
| 57 | IJH | iShares Core S&... | 65.52 | +0.13% | 198.77K | -16.6% | 11.6M | 51.57 | 0.37% | Share |
| 58 | TLT | iShares 20+ Yea... | 87.22 | +0.66% | 124.77K | +275.38% | 11.36M | 94.31 | 0.36% | Share |
| 59 | IEF | iShares 7-10 Ye... | 96.23 | +0.23% | 116.11K | +0.70% | 11.07M | 101.06 | 0.35% | Share |
| 60 | MAR | Marriott Intern... | 270.25 | +0.22% | 45.26K | +0.70% | 10.78M | 163.03 | 0.35% | Share |
| 61 | SCHW | The Charles Sch... | 97.13 | +0.26% | 137.59K | +53.47% | 10.77M | 74.26 | 0.34% | Share |
| 62 | PANW | Palo Alto Netwo... | 191.02 | +1.82% | 62.86K | -0.33% | 10.73M | 110.59 | 0.34% | Share |
| 63 | CRWD | CrowdStrike Hol... | 442.00 | +4.59% | 30.38K | +0.27% | 10.71M | 263.34 | 0.34% | Share |
| 64 | NEE | NextEra Energy,... | 72.06 | -2.48% | 149.84K | -6.21% | 10.62M | 76.3 | 0.34% | Share |
| 65 | SECT | Main Sector Rot... | 60.60 | +0.39% | 195.37K | -3.19% | 9.98M | 46.55 | 0.32% | Share |
| 66 | ANET | Arista Networks... | 136.23 | +2.22% | 126.28K | -6.93% | 9.78M | 110.53 | 0.31% | Share |
| 67 | SPGI | S&P Global Inc. | 547.36 | -0.46% | 18.88K | -20.31% | 9.6M | 415.56 | 0.31% | Share |
| 68 | TIP | iShares TIPS Bo... | 111.28 | +0.06% | 83.77K | -2.59% | 9.31M | 119.36 | 0.30% | Share |
| 69 | PWR | Quanta Services... | 386.11 | +1.19% | 35.51K | +13.74% | 9.02M | 167.54 | 0.29% | Share |
| 70 | VRTX | Vertex Pharmace... | 392.05 | +0.76% | 18.58K | +0.39% | 9.01M | 296.23 | 0.29% | Share |
| 71 | IWB | iShares Russell... | 356.79 | +0.37% | 29.32K | -17.86% | 8.99M | 241.43 | 0.29% | Share |
| 72 | DFAT | Dimensional U.S... | 58.85 | -0.14% | 173.45K | +2.54% | 8.93M | 42.3 | 0.29% | Share |
| 73 | NOW | ServiceNow, Inc... | 928.81 | +4.60% | 10.94K | -0.96% | 8.71M | 569.15 | 0.28% | Share |
| 74 | JEPI | JPMorgan Equity... | 57.19 | +0.10% | 151.22K | +26.36% | 8.64M | 56.24 | 0.28% | Share |
| 75 | EVTR | Eaton Vance Tot... | 51.40 | +0.16% | 168.68K | +100.00% | 8.54M | 50.63 | 0.27% | Share |
| 76 | ORLY | O'Reilly Automo... | 104.00 | -0.05% | 5.91K | -0.35% | 8.46M | 658.8 | 0.27% | Share |
| 77 | FTSM | First Trust Enh... | 60.10 | +0.02% | 140.32K | -10.54% | 8.4M | 59.77 | 0.27% | Share |
| 78 | IAU | iShares Gold Tr... | 64.47 | +0.73% | 141.58K | +545.86% | 8.35M | 56.1 | 0.27% | Share |
| 79 | SMH | VanEck Semicond... | 298.88 | +0.41% | 39.15K | +3.64% | 8.28M | 188.62 | 0.27% | Share |
| 80 | PLTR | Palantir Techno... | 158.10 | +0.88% | 97.58K | +0.21% | 8.24M | 23.22 | 0.26% | Share |
| 81 | TSLA | Tesla, Inc. | 345.98 | -1.04% | 31.55K | +3.55% | 8.18M | 246.87 | 0.26% | Share |
| 82 | SCHD | Schwab U.S. Div... | 27.82 | -0.2% | 289.92K | +3.14% | 8.11M | 25.2 | 0.26% | Share |
| 83 | FI | Fiserv, Inc. | 137.66 | -0.24% | 36.37K | -12.46% | 8.03M | 121.25 | 0.26% | Share |
| 84 | XLU | Utilities Selec... | 84.65 | -0.74% | 101.7K | +34.87% | 8.02M | 70.5 | 0.26% | Share |
| 85 | DFAS | Dimensional U.S... | 68.63 | -0.11% | 134.12K | +2.92% | 8.01M | 49.63 | 0.26% | Share |
| 86 | SHOP | Shopify Inc. | 141.54 | +1.18% | 82.87K | -2.75% | 7.91M | 96.04 | 0.25% | Share |
| 87 | IYW | iShares U.S. Te... | 184.64 | +0.98% | 55.06K | -0.44% | 7.73M | 98.02 | 0.25% | Share |
| 88 | TDG | TransDigm Group... | 1398.08 | +0.22% | 5.58K | +0.07% | 7.72M | 1403.04 | 0.25% | Share |
| 89 | LIN | Linde plc | 482.15 | -0.12% | 16.51K | -12.24% | 7.69M | 418.67 | 0.25% | Share |
| 90 | XLE | Energy Select S... | 89.89 | +0.75% | 81.84K | -25.24% | 7.65M | 69.08 | 0.24% | Share |
| 91 | KLAC | KLA Corporation | 894.00 | +0.57% | 11.06K | -9.96% | 7.52M | 405.67 | 0.24% | Share |
| 92 | IJR | iShares Core S&... | 118.51 | -0.21% | 68.48K | -18.37% | 7.16M | 104.8 | 0.23% | Share |
| 93 | FICO | Fair Isaac Corp... | 1505.86 | +6.09% | 3.88K | -0.69% | 7.15M | 774.49 | 0.23% | Share |
| 94 | GLD | SPDR Gold Share... | 314.99 | +0.73% | 24.28K | +139.74% | 7M | 241.35 | 0.22% | Share |
| 95 | SPYV | SPDR Portfolio ... | 54.62 | +0.07% | 135.39K | -32.08% | 6.91M | 39.77 | 0.22% | Share |
| 96 | VUG | Vanguard Growth... | 463.96 | +0.63% | 18.62K | -1.91% | 6.9M | 301.93 | 0.22% | Share |
| 97 | KNSL | Kinsale Capital... | 455.90 | +0.18% | 13.94K | -0.73% | 6.78M | 377.59 | 0.22% | Share |
| 98 | EFV | iShares MSCI EA... | 67.21 | +0.34% | 115K | +0.18% | 6.78M | 50.31 | 0.22% | Share |
| 99 | CPRT | Copart, Inc. | 48.75 | +0.29% | 117.48K | -0.32% | 6.65M | 39.53 | 0.21% | Share |
| 100 | VTI | Vanguard Total ... | 320.06 | +0.35% | 23.37K | -0.25% | 6.42M | 216.76 | 0.21% | Share |
| 101 | FEZ | SPDR EURO STOXX... | 60.16 | +0.49% | 117.09K | +11.61K% | 6.37M | 54.32 | 0.20% | Share |
| 102 | ADBE | Adobe Inc. | 353.96 | -0.67% | 16.51K | +128.54% | 6.33M | 433.2 | 0.20% | Share |
| 103 | IUSB | iShares Core To... | 46.43 | +0.15% | 137.2K | -5.41% | 6.32M | 47.25 | 0.20% | Share |
| 104 | IWM | iShares Russell... | 236.22 | +0.12% | 31.02K | +12.43% | 6.19M | 205.11 | 0.20% | Share |
| 105 | APUE | Activepassive U... | 39.72 | +0.40% | 181.56K | -3.54% | 6.17M | 35.76 | 0.20% | Share |
| 106 | ACN | Accenture plc | 256.10 | -0.4% | 19.59K | -19.26% | 6.11M | 332.62 | 0.20% | Share |
| 107 | MELI | MercadoLibre, I... | 2472.29 | +2.44% | 3.01K | +581.86% | 5.87M | 1913.25 | 0.19% | Share |
| 108 | CDNS | Cadence Design ... | 354.29 | +2.14% | 23.04K | -5.71% | 5.86M | 223.08 | 0.19% | Share |
| 109 | AMAT | Applied Materia... | 165.27 | +0.54% | 39.49K | +59.55% | 5.73M | 167.78 | 0.18% | Share |
| 110 | AMGN | Amgen Inc. | 285.61 | -0.82% | 18.34K | +249.30% | 5.72M | 294.02 | 0.18% | Share |
| 111 | BK | The Bank of New... | 106.13 | +1.05% | 66.09K | +678.08% | 5.54M | 81.59 | 0.18% | Share |
| 112 | LSAT | LeaderShares Al... | 41.49 | -0.75% | 135.28K | -1.78% | 5.42M | 34.47 | 0.17% | Share |
| 113 | VRSN | VeriSign, Inc. | 272.00 | -0.14% | 21.33K | +8.33K% | 5.42M | 253.36 | 0.17% | Share |
| 114 | LNG | Cheniere Energy... | 241.93 | +0.14% | 23.12K | +0.02% | 5.35M | 210.23 | 0.17% | Share |
| 115 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 25.3K | +0.10% | 5.3M | 142.24 | 0.17% | Share |
| 116 | SHY | iShares 1-3 Yea... | 82.91 | -0.04% | 63.98K | +1.31% | 5.29M | 83.97 | 0.17% | Share |
| 117 | RDVY | First Trust Ris... | 65.90 | +0.09% | 89.54K | +2.30% | 5.24M | 52.08 | 0.17% | Share |
| 118 | CVX | Chevron Corpora... | 159.34 | +0.06% | 31.1K | -25.4% | 5.2M | 139.32 | 0.17% | Share |
| 119 | IUSV | iShares Core S&... | 98.81 | 0.00% | 56.12K | -6.52% | 5.18M | 73.83 | 0.17% | Share |
| 120 | MSI | Motorola Soluti... | 470.25 | +1.26% | 11.78K | -8.79% | 5.16M | 449.67 | 0.17% | Share |
| 121 | APH | Amphenol Corpor... | 111.97 | +1.67% | 77.98K | -20.78% | 5.11M | 66.18 | 0.16% | Share |
| 122 | LMT | Lockheed Martin... | 456.03 | +0.34% | 11.35K | -0.91% | 5.07M | 457.21 | 0.16% | Share |
| 123 | BSV | Vanguard Short-... | 78.92 | -0.02% | 64.11K | +19.25% | 5.02M | 81.1 | 0.16% | Share |
| 124 | BIV | Vanguard Interm... | 77.84 | +0.12% | 65.18K | +30.31% | 4.99M | 75.39 | 0.16% | Share |
| 125 | IGV | iShares Expande... | 109.08 | +1.51% | 55.55K | +1.42K% | 4.94M | 89.25 | 0.16% | Share |
| 126 | PEP | PepsiCo, Inc. | 146.98 | -0.45% | 32.96K | +73.64% | 4.94M | 160.99 | 0.16% | Share |
| 127 | CAT | Caterpillar Inc... | 435.10 | +0.56% | 14.92K | +15.48% | 4.92M | 290.85 | 0.16% | Share |
| 128 | CVS | CVS Health Corp... | 72.16 | +0.31% | 72.34K | +483.53% | 4.9M | 68.53 | 0.16% | Share |
| 129 | MDT | Medtronic plc | 91.98 | -0.08% | 53.96K | +355.39% | 4.85M | 90.7 | 0.16% | Share |
| 130 | ONEQ | Fidelity Nasdaq... | 85.50 | +0.55% | 70.08K | -18.73% | 4.77M | 76.06 | 0.15% | Share |
| 131 | FTNT | Fortinet, Inc. | 79.29 | +1.48% | 47.18K | +100.00% | 4.72M | 96.26 | 0.15% | Share |
| 132 | AXON | Axon Enterprise... | 781.90 | +1.59% | 8.96K | +5.72% | 4.71M | 583.11 | 0.15% | Share |
| 133 | VOE | Vanguard Mid-Ca... | 172.72 | -0.34% | 29.18K | -1.13% | 4.69M | 137.12 | 0.15% | Share |
| 134 | FND | Floor & Decor H... | 83.65 | +1.36% | 57.86K | -0.32% | 4.66M | 101.46 | 0.15% | Share |
| 135 | VTIP | Vanguard Short-... | 50.65 | -0.02% | 93.28K | +5.57% | 4.65M | 48.05 | 0.15% | Share |
| 136 | VIG | Vanguard Divide... | 211.51 | +0.16% | 23.85K | -22.66% | 4.63M | 155.4 | 0.15% | Share |
| 137 | GS | The Goldman Sac... | 751.12 | +0.19% | 8.26K | +62.34% | 4.51M | 426.1 | 0.14% | Share |
| 138 | APCB | Activepassive C... | 29.67 | +0.10% | 152.14K | +3.25% | 4.49M | 29 | 0.14% | Share |
| 139 | BX | Blackstone Inc. | 172.05 | +0.24% | 32.13K | +3.95% | 4.49M | 102.16 | 0.14% | Share |
| 140 | RSP | Invesco S&P 500... | 188.79 | -0.03% | 25.77K | -4.67% | 4.46M | 146.51 | 0.14% | Share |
| 141 | SHV | iShares Short T... | 110.44 | +0.01% | 40.28K | +12.31% | 4.45M | 110.15 | 0.14% | Share |
| 142 | JNJ | Johnson & Johns... | 175.40 | -0.79% | 25.35K | +10.40% | 4.2M | 162.26 | 0.13% | Share |
| 143 | IWD | iShares Russell... | 201.63 | +0.06% | 22.23K | +2.56% | 4.18M | 154.25 | 0.13% | Share |
| 144 | CTSH | Cognizant Techn... | 71.72 | -0.82% | 54.1K | +11.24K% | 4.14M | 76.46 | 0.13% | Share |
| 145 | HEFA | iShares Currenc... | 39.03 | +0.15% | 113.21K | -1.72% | 4.11M | 33.66 | 0.13% | Share |
| 146 | TT | Trane Technolog... | 424.58 | +0.09% | 12.16K | -0.15% | 4.1M | 304.25 | 0.13% | Share |
| 147 | BKLN | Invesco Senior ... | 20.90 | -0.02% | 196.49K | +19.72% | 4.07M | 21.02 | 0.13% | Share |
| 148 | MCD | McDonald's Corp... | 312.27 | +0.27% | 12.83K | +8.80% | 4.01M | 252.95 | 0.13% | Share |
| 149 | XLY | Consumer Discre... | 234.17 | +0.18% | 19.74K | -1.62% | 3.9M | 175.31 | 0.12% | Share |
| 150 | SUB | iShares Short-T... | 107.01 | 0.00% | 36.77K | +2.22% | 3.88M | 106.7 | 0.12% | Share |