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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 $3,129,928,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 242,720 $142,884,268 4.43%
2.
Apple Inc.
 AAPL 558,254 $139,797,994 4.34%
3.
J P Morgan Exchange Traded F
 2,203,675 $110,999,130 3.44%
4.
Nvidia Corp
 NVDA 725,082 $97,371,199 3.02%
5.
Amazon Com Inc
 AMZN 373,585 $81,960,791 2.54%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)