Spire Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$2.97B
Signature - Title
Jeffrey Ameen - AVP - Compliance Principal
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Spire Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spire Wealth Management reported 2158 stock holdings with total value $2.97B as of Q3 2024. Top holdings included IVV, AAPL, JPST, NVDA, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 2,158 $2.97B +$248M -$242M +$5.96M IVV, AAPL, JPST, NVDA, MSFT 13F-HR 10/15/2024, 12:12 PM
Q2 2024 2,270 $2.83B +$283M -$448M -$165M IVV, AAPL, NVDA, MSFT, VGT 13F-HR 7/31/2024, 11:22 AM
Q1 2024 2,298 $3.02B +$242M -$236M +$5.87M IVV, AAPL, MSFT, NVDA, VGT 13F-HR 4/24/2024, 10:32 AM
Q4 2023 2,358 $2.85B +$338M -$348M -$10.2M IVV, AAPL, JPST, MSFT, VGT 13F-HR 2/6/2024, 01:20 PM
Q3 2023 2,351 $2.62B +$321M -$270M +$50.4M IVV, AAPL, JPST, SHV, MSFT 13F-HR 11/8/2023, 02:30 PM
Q2 2023 2,383 $2.67B +$226M -$261M -$35.2M AAPL, IVV, JPST, MSFT, SHV 13F-HR 8/9/2023, 03:20 PM
Q1 2023 2,472 $2.57B +$840M -$145M +$695M JPST, IVV, AAPL, VGSH, SHV 13F-HR 5/9/2023, 01:10 PM
Q4 2022 2,296 $1.78B +$166M -$113M +$53.1M IVV, JPST, VGSH, AAPL, SHV 13F-HR 2/3/2023, 09:04 AM
Q3 2022 2,168 $1.65B +$165M -$772M -$607M IVV, AAPL, JPST, VGSH, SHV 13F-HR 11/7/2022, 10:10 AM
Q2 2022 2,639 $2.43B +$380M -$1.06B -$682M AAPL, IVV, MSFT, JPST, AMZN 13F-HR 7/22/2022, 02:23 PM
Q1 2022 2,498 $3.72B +$360M -$818M -$459M AAPL, IVV, AMZN, MSFT, VOO 13F-HR 4/18/2022, 09:10 AM
Q4 2021 2,919 $4.5B +$595M -$136M +$459M AAPL, IVV, AMZN, MSFT, NVDA 13F-HR 1/14/2022, 03:22 PM
Q3 2021 2,559 $3.74B +$322M -$203M +$119M AAPL, IVV, AMZN, MSFT, GOOGL 13F-HR 10/22/2021, 11:29 AM
Q2 2021 2,555 $3.69B +$369M -$744M -$374M AAPL, AMZN, IVV, MSFT, GOOGL 13F-HR 7/26/2021, 02:23 PM
Q1 2021 2,970 $3.72B $0 $0 AAPL, AMZN, IVV, MSFT, JPST Restatement 5/21/2021, 05:30 PM