Spire Wealth Management
Top Portfolio Positions
1,354 positions ·
$1,330,002,770 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
611,808 | $106,699,314 | 8.02% | |
| AAPL |
Apple Inc.
Technology
|
383,388 | $97,300,040 | 7.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
321,897 | $67,041,487 | 5.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
182,388 | $52,447,492 | 3.94% | |
| MSFT |
Microsoft Corp
Technology
|
132,070 | $48,888,351 | 3.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
57,430 | $37,349,025 | 2.81% | |
| AVGO |
Broadcom Inc.
Technology
|
108,209 | $33,491,766 | 2.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
53,056 | $30,354,929 | 2.28% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
29,798 | $29,691,620 | 2.23% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,574 | $25,361,737 | 1.91% |
Portfolio Trend
21 quarters · across all stocks
Holdings in SGU
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,714 | 4,537 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $53,718 | 4,537 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $53,672 | 4,537 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $53,082 | 4,537 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $63,751 | 4,837 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $55,818 | 4,837 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $56,786 | 4,837 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $51,465 | 4,837 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $48,466 | 4,837 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $55,770 | 4,837 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $58,189 | 4,837 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $66,073 | 4,837 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $62,735 | 4,837 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $58,285 | 4,837 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $39,324 | 4,837 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $181,841 | 19,830 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $220,113 | 19,830 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $218,954 | 20,330 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $202,067 | 19,830 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $222,096 | 19,830 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $204,312 | 19,293 | Shares | Sole | 2021-05-21 | |
| No 13F history on record for this holder in this stock. | ||||||