Spire Wealth Management
Top Portfolio Positions
1,354 positions ·
$1,325,734,223 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
611,808 | $106,699,314 | 8.05% | |
| AAPL |
Apple Inc.
Technology
|
383,388 | $97,300,040 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
321,897 | $67,041,487 | 5.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
182,388 | $52,447,492 | 3.96% | |
| MSFT |
Microsoft Corp
Technology
|
132,070 | $48,888,351 | 3.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
57,430 | $37,349,025 | 2.82% | |
| AVGO |
Broadcom Inc.
Technology
|
108,209 | $33,491,766 | 2.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
53,056 | $30,354,929 | 2.29% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
29,798 | $29,691,620 | 2.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,574 | $25,361,737 | 1.91% |
Portfolio Trend
21 quarters · across all stocks
Holdings in SUNS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,936 | 5,598 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,789 | 5,598 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $66,818 | 6,431 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $89,368 | 8,431 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $108,076 | 9,763 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $137,463 | 9,763 | Shares | Sole | 2025-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||