Spire Wealth Management
Top Portfolio Positions
1,352 positions ·
$1,319,170,094 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
611,808 | $106,699,314 | 8.09% | |
| AAPL |
Apple Inc.
Technology
|
383,388 | $97,300,040 | 7.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
321,897 | $67,041,487 | 5.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
182,388 | $52,447,492 | 3.98% | |
| MSFT |
Microsoft Corp
Technology
|
132,070 | $48,888,351 | 3.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
57,430 | $37,349,025 | 2.83% | |
| AVGO |
Broadcom Inc.
Technology
|
108,209 | $33,491,766 | 2.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
53,056 | $30,354,929 | 2.30% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
29,798 | $29,691,620 | 2.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,574 | $25,361,737 | 1.92% |
Portfolio Trend
Holdings in ISD
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,896 | 600 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,682 | 600 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,628 | 600 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,502 | 600 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,550 | 600 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $11,859 | 913 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $11,248 | 913 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,755 | 913 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,339 | 913 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,138 | 913 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,837 | 913 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,536 | 913 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,239 | 913 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $26,203 | 1,826 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $29,307 | 1,826 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $29,654 | 1,826 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $29,709 | 1,826 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $28,595 | 1,826 | Shares | Sole | 2021-05-21 | |
| No 13F history on record for this holder in this stock. | ||||||