Spire Wealth Management

CIK Number: 0001858740

3.12B
Market Value
2,140
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
598.51
-0.87% 242.72K +8.04% 142.88M 429.58 4.44%
2 AAPL Apple Inc.
195.57
-1.44% 558.25K +5.36% 139.8M 154.1 4.34%
3 JPST JPMorgan Ultra-...
50.53
+0.01% 2.2M +8.89% 111M 50.39 3.45%
4 NVDA NVIDIA Corporat...
144.07
-0.43% 725.08K -2.75% 97.37M 24.98 3.02%
5 AMZN Amazon.com, Inc...
214.87
-0.57% 373.58K +5.63% 81.96M 155.1 2.55%
6 VGT Vanguard Inform...
629.24
-0.73% 126.58K +3.06% 78.71M 403.36 2.44%
7 MSFT Microsoft Corpo...
477.90
-0.26% 173.35K -0.89% 73.07M 278.52 2.27%
8 SPY SPDR S&P 500 ET...
597.40
-0.88% 91.05K +4.24% 53.36M 422.08 1.66%
9 GOOGL Alphabet Inc.
175.88
-0.51% 261.23K +1.89% 49.45M 111.8 1.54%
10 META Meta Platforms,...
697.17
-0.7% 73.81K +10.89% 43.22M 323.48 1.34%
11 VGSH Vanguard Short-...
58.49
+0.07% 682.02K +3.22% 39.68M 58.67 1.23%
12 XLF Financial Selec...
50.20
-0.64% 758.13K +4.54% 36.64M 35.83 1.14%
13 AGG iShares Core U....
98.08
+0.33% 333.65K -1.74% 32.33M 110.7 1.00%
14 COST Costco Wholesal...
977.59
-0.69% 34.42K +1.98% 31.54M 507.92 0.98%
15 IVE iShares S&P 500...
189.84
-0.94% 162.71K +2.85% 31.06M 149.85 0.96%
16 IUSG iShares Core S&...
144.03
-0.85% 208K +52.15% 28.98M 108.49 0.90%
17 FIXD First Trust TCW...
43.57
+0.37% 640.74K -0.8% 27.53M 49.65 0.86%
18 FBND Fidelity Total ...
45.37
+0.31% 576.97K -1.23% 25.89M 50.56 0.80%
19 XLV Health Care Sel...
133.47
-1.65% 185.05K +1.44% 25.46M 125.1 0.79%
20 GTO Invesco Total R...
46.47
+0.31% 548.21K -0.99% 25.44M 53.56 0.79%
21 LLY Eli Lilly and C...
791.46
-2% 32.95K +1.38% 25.43M 362.99 0.79%
22 HTRB Hartford Total ...
33.55
+0.31% 758.83K -1.02% 25.29M 38.32 0.79%
23 VCR Vanguard Consum...
350.86
-1.68% 67.28K +3.26% 25.25M 296.07 0.78%
24 XLC Communication S...
103.40
-0.9% 259.62K +1.78% 25.13M 70.68 0.78%
25 MA Mastercard Inco...
569.23
+0.10% 47.69K -3.34% 25.11M 367.1 0.78%
26 JPM JPMorgan Chase ...
269.39
-0.36% 95.06K +0.97% 22.79M 147.97 0.71%
27 XLI Industrial Sele...
142.54
-0.76% 169.56K +4.97% 22.34M 106.95 0.69%
28 IEFA iShares Core MS...
80.91
-1.24% 310.11K +18.23% 21.79M 70.48 0.68%
29 IVW iShares S&P 500...
105.37
-0.85% 203.9K +3.02% 20.7M 70.82 0.64%
30 IWF iShares Russell...
406.54
-0.88% 51.5K -0.29% 20.68M 246.75 0.64%
31 VTV Vanguard Value ...
172.71
-0.87% 119.91K +1.40% 20.3M 133.53 0.63%
32 UDOW ProShares Ultra...
83.72
-2.27% 208.97K +100.00% 19.76M 94.55 0.61%
33 NFLX Netflix, Inc.
1220.70
-0.38% 22.12K +8.90% 19.71M 609.86 0.61%
34 GOOG Alphabet Inc.
177.16
-0.44% 100.28K +8.43% 19.1M 117.69 0.59%
35 V Visa Inc.
357.69
+0.62% 58K +4.19% 18.33M 218.23 0.57%
36 IEMG iShares Core MS...
57.92
-1.25% 343.18K -13.69% 17.92M 56.64 0.56%
37 VOO Vanguard 500 In...
549.20
-0.88% 32.12K -6.43% 17.31M 442.1 0.54%
38 QQQ Invesco QQQ Tru...
528.89
-1.01% 33.29K +5.18% 17.02M 338.01 0.53%
39 AVGO Broadcom Inc.
249.32
-1.1% 71.8K +17.41% 16.65M 97.68 0.52%
40 BRK-B Berkshire Hatha...
483.43
-1.39% 36K -6.82% 16.32M 305.87 0.51%
41 ACWX iShares MSCI AC...
59.22
-1.29% 307.98K -19.63% 16.06M 52.78 0.50%
42 UNH UnitedHealth Gr...
308.94
+0.42% 31.33K +100.00% 15.85M 505.86 0.49%
43 DFUS Dimensional U.S...
64.76
-0.87% 241.57K +0.45% 15.4M 41.69 0.48%
44 WMT Walmart Inc.
94.21
-0.08% 168.96K +6.18% 15.27M 58.18 0.47%
45 ANET Arista Networks...
89.66
-5.71% 135.68K +100.00% 15M 110.53 0.47%
46 HD The Home Depot,...
348.70
-1.37% 38.24K +15.51% 14.88M 328.54 0.46%
47 IJH iShares Core S&...
60.20
-0.88% 238.33K -49.74% 14.85M 51.57 0.46%
48 XLK Technology Sele...
241.22
-0.75% 59.13K -51.05% 13.75M 174.24 0.43%
49 XOM Exxon Mobil Cor...
114.00
+1.36% 127.43K -0.35% 13.71M 85.41 0.43%
50 EMB iShares J.P. Mo...
91.06
+0.05% 145.85K -1.86% 12.99M 98.16 0.40%
51 DFUV Dimensional US ...
41.24
-0.88% 307.71K +100.00% 12.59M 40.92 0.39%
52 MAR Marriott Intern...
256.21
-0.66% 44.95K -1.62% 12.54M 162.51 0.39%
53 TSLA Tesla, Inc.
316.28
-3.9% 30.47K +16.56% 12.3M 246.43 0.38%
54 QUAL iShares MSCI US...
177.75
-0.98% 66.64K +3.06% 11.87M 131.28 0.37%
55 SPGI S&P Global Inc.
501.07
-0.78% 23.7K +26.10% 11.8M 415.56 0.37%
56 NOW ServiceNow, Inc...
1003.68
-0.14% 11.05K +3.54% 11.71M 569.15 0.36%
57 IWB iShares Russell...
327.31
-0.87% 35.69K +18.35% 11.5M 241.43 0.36%
58 PANW Palo Alto Netwo...
202.01
+1.97% 63.08K +122.78% 11.48M 110.59 0.36%
59 NEE NextEra Energy,...
71.88
-2.58% 159.77K +2.45% 11.45M 76.3 0.36%
60 SSO ProShares Ultra...
91.21
-1.8% 123.13K +6.15% 11.39M 64.7 0.35%
61 ISRG Intuitive Surgi...
511.97
-1.36% 21.72K +18.58% 11.34M 465.61 0.35%
62 UBER Uber Technologi...
84.70
-0.49% 187.48K +14.37% 11.31M 57.59 0.35%
63 PG The Procter & G...
158.46
-1.5% 67.16K +100.00% 11.26M 167.65 0.35%
64 EFA iShares MSCI EA...
86.94
-1.25% 147.3K -0.23% 11.14M 75.71 0.35%
65 SECT Main Sector Rot...
55.64
-1.07% 201.82K -4.2% 11.09M 46.55 0.34%
66 MCK McKesson Corpor...
724.11
+0.63% 19.23K +11.49% 10.96M 440.4 0.34%
67 XLP Consumer Staple...
80.53
-0.86% 136.14K -2.55% 10.7M 71.52 0.33%
68 IEF iShares 7-10 Ye...
94.47
+0.48% 115.31K -0.4% 10.66M 101.1 0.33%
69 CRWD CrowdStrike Hol...
491.76
+2.58% 30.3K +1.39% 10.37M 263.1 0.32%
70 SPYV SPDR Portfolio ...
51.12
-0.88% 199.34K -4.53% 10.19M 39.77 0.32%
71 VB Vanguard Small ...
230.11
-0.97% 41.08K +4.09% 9.87M 212.09 0.31%
72 PWR Quanta Services...
358.63
-0.88% 31.22K -7.06% 9.87M 155.64 0.31%
73 GWW W.W. Grainger, ...
1045.32
-2.47% 9.2K +16.91% 9.7M 807.4 0.30%
74 IJR iShares Core S&...
105.81
-1.09% 83.89K -20.34% 9.67M 104.8 0.30%
75 DFAT Dimensional U.S...
52.49
-1.14% 169.16K +1.06% 9.42M 42.06 0.29%
76 XLE Energy Select S...
88.69
+0.97% 109.48K +5.45% 9.38M 69.08 0.29%
77 FTSM First Trust Enh...
59.91
-0.01% 156.85K +100.00% 9.37M 59.77 0.29%
78 TIP iShares TIPS Bo...
109.03
+0.53% 85.99K -2.15% 9.16M 119.36 0.28%
79 SMH VanEck Semicond...
261.58
-0.68% 37.78K +7.85% 9.15M 187.79 0.28%
80 SHOP Shopify Inc.
106.50
-1.73% 85.21K +191.46% 9.06M 96.04 0.28%
81 IYW iShares U.S. Te...
164.89
-0.61% 55.31K +0.19% 8.82M 98.02 0.27%
82 ACN Accenture plc
312.02
-0.73% 24.26K +184.86% 8.54M 332.62 0.27%
83 FI Fiserv, Inc.
163.43
-0.88% 41.55K -16.09% 8.53M 121.25 0.27%
84 DFAS Dimensional U.S...
61.76
-1.07% 130.32K +1.05% 8.48M 49.33 0.26%
85 MRVL Marvell Technol...
70.06
-0.5% 73.06K +378.63% 8.07M 98.9 0.25%
86 LIN Linde plc
460.89
-1.22% 18.82K +100.00% 7.88M 418.67 0.24%
87 VUG Vanguard Growth...
420.16
-0.82% 18.98K +4.97% 7.79M 301.93 0.24%
88 FICO Fair Isaac Corp...
1778.93
-1.95% 3.9K -31.27% 7.77M 774.49 0.24%
89 KLAC KLA Corporation
892.78
+0.04% 12.29K +1.82% 7.74M 405.67 0.24%
90 SCHD Schwab U.S. Div...
26.70
-0.8% 281.11K +188.59% 7.68M 25.11 0.24%
91 CMG Chipotle Mexica...
51.38
-2.2% 124.4K +70.67% 7.5M 48.5 0.23%
92 VRTX Vertex Pharmace...
442.29
-1.91% 18.5K -1.17% 7.45M 295.5 0.23%
93 PLTR Palantir Techno...
138.17
-2.29% 97.37K +5.24% 7.36M 23.09 0.23%
94 CDNS Cadence Design ...
298.83
-0.66% 24.43K -12.54% 7.34M 223.08 0.23%
95 TDG TransDigm Group...
1424.06
-0.23% 5.58K +0.78% 7.07M 1403.06 0.22%
96 ORLY O'Reilly Automo...
88.78
+0.75% 5.93K -1.13% 7.03M 658.8 0.22%
97 QCOM QUALCOMM Incorp...
154.54
-1.49% 45.21K +229.79% 6.95M 150.89 0.22%
98 JEPI JPMorgan Equity...
55.86
-0.72% 119.67K +5.56% 6.88M 56 0.21%
99 APH Amphenol Corpor...
92.69
-0.73% 98.43K +34.06% 6.84M 66.18 0.21%
100 VTI Vanguard Total ...
293.93
-0.86% 23.43K +7.16% 6.79M 216.76 0.21%
101 CPRT Copart, Inc.
48.00
-0.81% 117.86K -0.4% 6.76M 39.53 0.21%
102 APUE Trust for Profe...
36.20
-0.98% 188.22K +100.00% 6.73M 35.76 0.21%
103 SCHW The Charles Sch...
88.94
-0.03% 89.65K +1.53% 6.63M 72.11 0.21%
104 ONEQ Fidelity Nasdaq...
76.81
-0.85% 86.22K +100.00% 6.56M 76.06 0.20%
105 IUSB iShares Core To...
45.69
+0.27% 145.04K -5.21% 6.56M 47.25 0.20%
106 KNSL Kinsale Capital...
464.80
-1.21% 14.04K +1.96% 6.53M 377.59 0.20%
107 VWO Vanguard Emergi...
48.28
-1.13% 146.01K +2.32% 6.43M 42.69 0.20%
108 LMBS First Trust Low...
49.10
+0.11% 129.91K +100.00% 6.32M 48.67 0.20%
109 IWM iShares Russell...
208.41
-1.12% 27.59K +1.04% 6.1M 205.81 0.19%
110 VIG Vanguard Divide...
199.44
-0.85% 30.84K +9.26% 6.04M 155.4 0.19%
111 CVX Chevron Corpora...
148.85
+1.93% 41.69K +37.85% 6.04M 139.32 0.19%
112 EFV iShares MSCI EA...
61.92
-1.31% 114.79K +4.35% 6.02M 50.29 0.19%
113 VIOV Vanguard S&P Sm...
83.36
-1.2% 64.08K -6.07% 5.98M 79.99 0.19%
114 MSI Motorola Soluti...
406.03
-0.35% 12.91K +1.63K% 5.97M 449.67 0.19%
115 DIA SPDR Dow Jones ...
423.07
-0.75% 13.94K +87.04% 5.93M 380.3 0.18%
116 FND Floor & Decor H...
72.95
-2.43% 58.04K -1.2% 5.79M 101.46 0.18%
117 XLU Utilities Selec...
80.34
-0.83% 75.4K +1.96% 5.71M 67.59 0.18%
118 LMT Lockheed Martin...
478.69
+2.49% 11.45K +5.57% 5.56M 457.21 0.17%
119 IUSV iShares Core S&...
91.94
-0.91% 60.03K -0.95% 5.56M 73.83 0.17%
120 LSAT LeaderShares Al...
39.19
-0.48% 137.74K -4.17% 5.54M 34.47 0.17%
121 BLDR Builders FirstS...
108.02
-3.31% 38.29K -5.68% 5.47M 172.06 0.17%
122 SPYG SPDR Portfolio ...
91.36
-0.84% 61.92K +6.68% 5.44M 56.38 0.17%
123 BX Blackstone Inc.
135.67
-1.87% 30.91K -0.28% 5.33M 100.67 0.17%
124 SHY iShares 1-3 Yea...
82.44
+0.05% 63.15K -1.55% 5.18M 83.98 0.16%
125 RDVY First Trust Ris...
60.66
-0.85% 87.53K +4.03% 5.18M 51.93 0.16%
126 LCR Leuthold Core E...
35.30
-0.45% 150.06K -3.27% 5.15M 32.17 0.16%
127 ODFL Old Dominion Fr...
156.54
-1.83% 28.6K -0.93% 5.04M 203.84 0.16%
128 AXON Axon Enterprise...
777.48
-0.4% 8.47K +4.09K% 5.04M 586.38 0.16%
129 LNG Cheniere Energy...
235.87
+0.97% 23.11K +1.49K% 4.97M 210.23 0.15%
130 CRM Salesforce, Inc...
262.53
-0.51% 14.33K -22.99% 4.79M 211.74 0.15%
131 VOE Vanguard Mid-Ca...
161.54
-0.79% 29.52K +0.13% 4.78M 137.12 0.15%
132 RSP Invesco S&P 500...
177.26
-1.01% 27.03K +5.85% 4.74M 146.51 0.15%
133 CAT Caterpillar Inc...
357.72
-1.3% 12.92K -20.16% 4.69M 284.83 0.15%
134 HPQ HP Inc.
24.30
-0.9% 143.47K +4.26K% 4.68M 32.61 0.15%
135 XLY Consumer Discre...
210.37
-1.71% 20.06K +19.66% 4.5M 175.31 0.14%
136 TT Trane Technolog...
421.62
-1.17% 12.18K +12.73% 4.5M 304.25 0.14%
137 ABBV AbbVie Inc.
185.53
-2.8% 25.27K -5.51% 4.49M 142.17 0.14%
138 FBTC Fidelity Wise O...
91.43
-3.69% 54.96K +100.00% 4.48M 81.58 0.14%
139 LOW Lowe's Companie...
211.90
-1.94% 18.16K +13.44% 4.48M 233.94 0.14%
140 TRV The Travelers C...
264.15
-0.37% 26.08K +377.22% 4.48M 232.22 0.14%
141 MRK Merck & Co., In...
78.33
-3.25% 43.5K -25.91% 4.33M 92.29 0.13%
142 VTIP Vanguard Short-...
50.02
+0.19% 88.36K +7.44% 4.28M 47.94 0.13%
143 APCB Trust for Profe...
29.32
+0.24% 147.35K +100.00% 4.27M 28.98 0.13%
144 BSV Vanguard Short-...
78.16
+0.11% 53.76K -0.25% 4.15M 81.64 0.13%
145 XLRE The Real Estate...
41.74
-0.45% 101.81K +2.70% 4.14M 37.48 0.13%
146 AMAT Applied Materia...
174.19
-1.34% 24.75K -47.65% 4.03M 181.28 0.13%
147 IWD iShares Russell...
188.74
-0.84% 21.68K -1.41% 4.01M 153.38 0.12%
148 HEFA iShares Currenc...
37.59
-0.71% 115.19K -0.8% 4M 33.66 0.12%
149 SHV iShares Short T...
110.25
0.00% 35.86K +2.90% 3.95M 110.12 0.12%
150 SPDW SPDR Portfolio ...
39.95
-1.27% 114.52K +4.86% 3.91M 31.28 0.12%