Spire Wealth Management
Follow13F filer, CIK 1858740, MCLEAN, VA
Spire Wealth Management reported holdings worth $3,219,928,136 (the sum of its rows) across 2,440 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-24. The total stated on the cover page is $3,129,928,136. Its ten largest share positions make up 27.04% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858740-25-000001
The cover page states a total of $3,129,928,136, 3% less than the sum of the rows, $3,219,928,136. This page uses the sum of the rows.
- Period
- 2024-12-31
- Value, sum of rows
- $3.22B
- Stated on the cover page
- $3.13B
- Holdings
- 2,440
- Top 10 weight
- 27.04%
- New
- 400
- Sold out
- 116
Part of the filer group Spire Wealth Management
How groups are builtLargest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| UDOWnew | +208,974 | $19.8M |
| UNHnew | +31,333 | $15.9M |
| ANETnew | +135,682 | $15M |
| DFUVnew | +307,708 | $12.6M |
| PGnew | +67,157 | $11.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IJHreduced | -235,909 | -$14.7M |
| XLKreduced | -61,653 | -$14.3M |
| ARISTA NETWORKS INCexited | -30,178 | -$11.6M |
| FTNTexited | -88,541 | -$6.87M |
| CTASreduced | -31,594 | -$5.77M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 2,440 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ARISTA NETWORKS INCARISTA NETWORKS INC | 30,178 | $11.6M | shares |
| FTNTFORTINET INC | 88,541 | $6.87M | shares |
| BLACKROCK INCBLACKROCK INC | 1,489 | $1.41M | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 1,684 | $1.37M | shares |
| FTCSFIRST TR EXCHANGE-TRADED FD | 9,600 | $872K | shares |
| LRNSTRIDE INC | 7,669 | $654K | shares |
| YOUCLEAR SECURE INC | 9,133 | $303K | shares |
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 666 | $277K | shares |
| IDRIDAHO STRATEGIC RESOURCES | 15,790 | $254K | shares |
| IWXISHARES TR | 3,086 | $251K | shares |
| EQCEQUITY COMMONWEALTH | 9,690 | $193K | shares |
| AUBATLANTIC UN BANKSHARES CORP | 4,935 | $186K | shares |
| ABBNYABB LTD-SPON ADR | 3,203 | $185K | shares |
| INDEXIQ ETF TRINDEXIQ ETF TR | 7,550 | $167K | shares |
| APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD | 2,019 | $145K | shares |
| CMPSCOMPASS PATHWAYS PLC | 18,790 | $118K | shares |
| NSSCNAPCO SEC TECHNOLOGIES INC | 2,600 | $105K | shares |
| MARATHON OIL CORPMARATHON OIL CORP | 3,648 | $97.1K | shares |
| EWQISHARES INC | 2,391 | $96.6K | shares |
| MPVBARINGS PARTN INVS | 5,400 | $91.5K | shares |
| IGEBISHARES TR | 1,810 | $84.1K | shares |
| DYDYCOM INDS INC | 424 | $83.6K | shares |
| AEOAMERICAN EAGLE OUTFITTERS IN | 3,400 | $76.1K | shares |
| TXTERNIUM SA | 2,000 | $73.8K | shares |
| IYYISHARES TR | 513 | $71.5K | shares |
| CARAVIS BUDGET GROUP INC | 681 | $59.6K | shares |
| NTLAINTELLIA THERAPEUTICS INC | 2,100 | $43.2K | shares |
| VECTOR GROUP LTDVECTOR GROUP LTD | 2,806 | $41.9K | shares |
| RFMRIVERNORTH FLEXIBLE MUN INCO | 2,499 | $40.7K | shares |
| DIDIYDIDI GLOBAL INC | 8,000 | $37.6K | shares |
| EWLISHARES INC | 662 | $34.5K | shares |
| ISHARES TRISHARES TR | 1,400 | $33.6K | shares |
| REMXVANECK ETF TRUST | 701 | $32.3K | shares |
| DNUTKRISPY KREME INC | 3,001 | $32.2K | shares |
| SHARECARE INCSHARECARE INC | 22,200 | $31.5K | shares |
| SPTISPDR SERIES TRUST | 1,019 | $29.6K | shares |
| GTGOODYEAR TIRE & RUBR CO | 3,002 | $26.6K | shares |
| VSATVIASAT INC | 1,996 | $23.8K | shares |
| PATHUIPATH INC | 1,618 | $20.7K | shares |
| GFSGLOBALFOUNDRIES INC | 500 | $20.1K | shares |
| TORTOISE MIDSTREAM ENERGY F…TORTOISE MIDSTREAM ENERGY FUND | 410 | $19.5K | shares |
| DSUBLACKROCK DEBT STRATEGIES FD | 1,758 | $19.4K | shares |
| GIGBGOLDMAN SACHS ETF TR | 385 | $18.2K | shares |
| UBSIUNITED BANKSHARES INC WEST V | 473 | $17.6K | shares |
| HNRGHALLADOR ENERGY COMPANY | 1,666 | $15.7K | shares |
| TELLURIAN INC NEWTELLURIAN INC NEW | 16,017 | $15.5K | shares |
| CCDCALAMOS DYNAMIC CONV & INCOM | 559 | $14.2K | shares |
| EQUITY COMWLTHEQUITY COMWLTH | 500 | $12.6K | shares |
| NHCNATIONAL HEALTHCARE CORP | 100 | $12.6K | shares |
| IDRVISHARES TR | 388 | $12.3K | shares |
| XNQPXNUVEEN PA INVT QUALITY MUN F | 941 | $11.9K | shares |
| STPZPIMCO ETF TR | 200 | $10.6K | shares |
| JOUTJOHNSON OUTDOORS INC | 287 | $10.4K | shares |
| CAJPYCANON INC-SPONS ADR | 313 | $10.3K | shares |
| JMSTJ P MORGAN EXCHANGE TRADED F | 200 | $10.2K | shares |
| ALKALASKA AIR GROUP INC | 225 | $10.2K | shares |
| TE CONNECTIVITY LTDTE CONNECTIVITY LTD | 67 | $10.1K | shares |
| GELGENESIS ENERGY L P | 751 | $10K | shares |
| CROXCROCS INC | 66 | $9.56K | shares |
| BOATTIDAL TRUST I | 250 | $8.88K | shares |
| DLHCDLH HLDGS CORP | 921 | $8.62K | shares |
| TMFSRBB FD INC | 250 | $8.3K | shares |
| JMBSJANUS DETROIT STR TR | 177 | $8.26K | shares |
| PROSHARES TRPROSHARES TR | 1,000 | $7.39K | shares |
| PNNTPENNANTPARK INVTS CORP | 1,022 | $7.15K | shares |
| HAYNES INTL INCHAYNES INTL INC | 111 | $6.62K | shares |
| FINXGLOBAL X FDS | 236 | $6.61K | shares |
| ITERIS INC NEWITERIS INC NEW | 880 | $6.28K | shares |
| VISTA OUTDOOR INCVISTA OUTDOOR INC | 149 | $5.84K | shares |
| SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A) | 100 | $5.54K | shares |
| RLTYCOHEN & STEERS REAL ESTATE O | 311 | $5.32K | shares |
| LSCCLATTICE SEMICONDUCTOR CORP | 100 | $5.31K | shares |
| FMAGFIDELITY COVINGTON TRUST | 173 | $5.3K | shares |
| KCCAKRANESHARES TRUST | 225 | $4.85K | shares |
| RRCRANGE RES CORP | 150 | $4.61K | shares |
| BNTXBIONTECH SE | 38 | $4.51K | shares |
| MTRXMATRIX SVC CO | 323 | $3.72K | shares |
| TITNTITAN MACHY INC | 264 | $3.68K | shares |
| LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC | 3,999 | $3.6K | shares |
| MGFABERDEEN GOVT MARKETS INCOME | 927 | $3.07K | shares |
| AGNTAGNT INC | 200 | $2.82K | shares |
| FIWFIRST TR EXCHANGE-TRADED FD | 25 | $2.73K | shares |
| LNCLINCOLN NATL CORP IND | 86 | $2.72K | shares |
| MATMATTEL INC | 141 | $2.69K | shares |
| ENVIVA INCENVIVA INC | 6,436 | $2.58K | shares |
| AMTXAEMETIS INC | 984 | $2.26K | shares |
| DOUGDOUGLAS ELLIMAN INC | 1,163 | $2.13K | shares |
| HEHAWAIIAN ELEC INDS INC MTN B | 200 | $1.94K | shares |
| LEGLEGGETT & PLATT INC | 130 | $1.77K | shares |
| PULSPGIM ETF TR | 35 | $1.75K | shares |
| HGBLHERITAGE GLOBAL INC | 1,000 | $1.7K | shares |
| BLNKBLINK CHARGING CO | 969 | $1.67K | shares |
| MDRXVERADIGM INC. COMMON STOCK(DE) | 165 | $1.6K | shares |
| ORANYORANGE-SPON ADR | 132 | $1.51K | shares |
| MSMMSC INDL DIRECT INC | 17 | $1.46K | shares |
| FSLYFASTLY INC | 179 | $1.35K | shares |
| TELFYTELEFONICA SA-SPON ADR | 257 | $1.25K | shares |
| VGLTVANGUARD SCOTTSDALE FDS | 20 | $1.21K | shares |
| CIFRCIPHER DIGITAL INC | 267 | $1.03K | shares |
| CATALENT INC USD 0.01CATALENT INC USD 0.01 | 16 | $969 | shares |
| IPMINTELLIGENT PROTECTION MANAG | 300 | $969 | shares |
| SLABSILICON LABORATORIES INC | 8 | $925 | shares |
| FLNAFILANA THERAPEUTICS INC | 30 | $883 | shares |
| FIVEFIVE BELOW INC | 8 | $707 | shares |
| XRAYDENTSPLY SIRONA INC | 25 | $677 | shares |
| IARTINTEGRA LIFESCIENCES HLDGS C | 35 | $636 | shares |
| NSANATIONAL STORAGE AFFILIATES | 13 | $627 | shares |
| CONSOLIDATED COMMUNICATIONSCONSOLIDATED COMMUNICATIONS | 128 | $594 | shares |
| ASIXADVANSIX INC | 19 | $585 | shares |
| AOSSMITH A O CORP | 6 | $539 | shares |
| WILHELMINA INTL INCWILHELMINA INTL INC | 125 | $534 | shares |
| CTRECARETRUST REIT INC | 17 | $525 | shares |
| LELANDS END INC NEW | 30 | $518 | shares |
| MKTXMARKETAXESS HLDGS INC | 2 | $512 | shares |
| HGVHILTON GRAND VACATIONS INC | 14 | $508 | shares |
| SHCSOTERA HEALTH CO | 30 | $501 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001858740-25-000001 | base | 2025-01-24 | acceptance time not in the bulk data set |