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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 $3,026,655,866
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 290,012 $140,561,299 4.64%
2.
Apple Inc.
 AAPL 621,909 $119,132,923 3.93%
3.
Ishares Trust
 IEF 157,794 $116,665,702 3.85%
4.
J P Morgan Exchange Traded F
 1,596,765 $80,445,035 2.65%
5.
Microsoft Corp
 MSFT 200,684 $80,005,522 2.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)