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Home > Institutional Investor > Spire Wealth Management > Profile

Instuitional Investor - Spire Wealth Management

Fund Profile
Filing Period:
Fund Name: Spire Wealth Management
Portfolio Value $2,784,161,175
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 206,053 $127,938,370 4.6%
2.
Nvidia Corp
 NVDA 594,782 $93,543,699 3.36%
3.
Ishares Tr
 1,881,246 $86,970,025 3.12%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 1,690,542 $85,676,690 3.08%
5.
Apple Inc.
 AAPL 387,871 $79,371,673 2.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)