| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 14 | Q2 2024 | 5.4% |
| APPLE INC | 14 | Q2 2024 | 4.6% |
| AMAZON COM INC | 14 | Q2 2024 | 3.0% |
| MICROSOFT CORP | 14 | Q2 2024 | 2.9% |
| J P MORGAN EXCHANGE-TRADED F | 14 | Q2 2024 | 4.5% |
| VANGUARD WORLD FDS | 14 | Q2 2024 | 3.3% |
| ISHARES TR | 14 | Q2 2024 | 2.8% |
| SPDR S&P 500 ETF TR | 14 | Q2 2024 | 1.7% |
| ALPHABET INC | 14 | Q2 2024 | 1.6% |
| NVIDIA CORPORATION | 14 | Q2 2024 | 3.2% |
View Spire Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-22 |
View Spire Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.