Fund HoldingsSpire Wealth Management

Total Portfolio Value
$2.83B
Total Bought
$467.87M
Total Sold
$2.57B
Net Transaction
-$2.10B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
01,515,432+1,515,432076,4842.70%+76,484
SCHWAB CHARLES CORP(SCHW)090,141+90,14106,6300.23%+6,630
INGREDION INC(INGR)044,613+44,61305,1170.18%+5,117
ECOLAB INC(ECL)021,078+21,07805,0170.18%+5,017
DEERE CO(DE)015,408+15,40805,7570.20%+5,757
STEEL DYNAMICS INC(STLD)036,702+36,70204,7440.17%+4,744
FORTINET INC(FTNT)080,943+80,94304,8780.17%+4,878
WEST PHARMACEUTICAL SVSC INC(WST)013,383+13,38304,4080.16%+4,408
DEXCOM INC(DXCM)039,035+39,03504,4260.16%+4,426
MCDONALDS CORP(MCD)035,689+35,68909,0950.32%+9,095
VANECK ETF TRUST
SEMICONDUCTR ETF
034,011+34,01108,8670.31%+8,867
TARGET CORP(TGT)034,688+34,68805,1350.18%+5,135
F5 INC(FFIV)019,750+19,75003,4020.12%+3,402
ACCENTURE PLC IRELAND
SHS CLASS A
025,212+25,21207,6500.27%+7,650
SPDR S P 500 ETF TR(SPY)85,19887,972+2,77444,56547,8761.69%+3,312
FORTIVE CORP(FTV)044,042+44,04203,2630.12%+3,263
MATTEL INC(MAT)0183,526+183,52602,9840.11%+2,984
ISHARES TR026,116+26,11605,6020.20%+5,602
VISTA OIL GAS SAB DE CV(VIST)064,293+64,29302,9240.10%+2,924
SELECT SECTOR SPDR TR
ST STR TECHN ETF
133,480135,429+1,94927,80030,6381.08%+2,838
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
080,545+80,54504,4100.16%+4,410
VANGUARD BD INDEX FDS042,930+42,93003,2150.11%+3,215
INVESCO EXCH TRADED FD TR II
SR LN ETF
262,166388,735+126,5695,5458,1790.29%+2,634
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
076,264+76,26402,5460.09%+2,546
ALPHABET INC(GOOG)096,521+96,521017,7040.62%+17,704
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
060,493+60,49302,1780.08%+2,178
INNOVATOR ETFS TR
US EQT ULTRA BF
082,951+82,95102,4090.08%+2,409
MODINE MFG CO(MOD)020,258+20,25802,0300.07%+2,030
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
060,476+60,47601,8820.07%+1,882
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
055,101+55,10102,1200.07%+2,120
NAPCO SEC TECHNOLOGIES INC(NSSC)033,342+33,34201,7320.06%+1,732
BROADCOM INC(AVGO)05,258+5,25808,4420.30%+8,442
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
022,475+22,47501,5350.05%+1,535
ISHARES TR25,99529,488+3,4935,8737,2730.26%+1,400
WISDOMTREE TR(WT)028,106+28,10601,3570.05%+1,357
PROSHARES TR
PSHS ULT S&P 500
85,25595,198+9,9436,6097,8630.28%+1,254
READY CAPITAL CORP0168,261+168,26101,3760.05%+1,376
BERKSHIRE HATHAWAY INC DEL04+402,4490.09%+2,449
INNOVATOR ETFS TR
US EQT ULTRA BF
044,373+44,37301,4200.05%+1,420
ISHARES TR049,547+49,54704,0460.14%+4,046
ISHARES TR52,43151,651-78017,67218,8270.66%+1,155
INVESCO DB MULTI SECTOR COMM(DBA)046,829+46,82901,1150.04%+1,115
ADOBE SYSTEMS INCORPORATED(ADBE)14,28014,923+6437,2068,2900.29%+1,085
ISHARES TR
CYBERSECURITY
026,721+26,72101,2280.04%+1,228
LAM RESEARCH CORP(LRCX)01,385+1,38501,4750.05%+1,475
CHIPOTLE MEXICAN GRILL INC(CMG)060,641+60,64103,7990.13%+3,799
ISHARES TR048,046+48,04605,3090.19%+5,309
SPOTIFY TECHNOLOGY S A(SPOT)03,220+3,22001,0100.04%+1,010
PALO ALTO NETWORKS INC(PANW)025,017+25,01708,4810.30%+8,481
WALMART INC(WMT)125,381125,082-2997,5448,4690.30%+925
VANGUARD INDEX FDS017,809+17,80906,6610.24%+6,661
PALANTIR TECHNOLOGIES INC(PLTR)087,440+87,44002,2150.08%+2,215
INNOVATOR ETFS TR
US EQT ULTRA BF
029,108+29,10809290.03%+929
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
025,330+25,33008950.03%+895
GLOBAL X FDS
RBTCS ARTFL INTE
053,395+53,39501,6470.06%+1,647
VANGUARD WORLD FD07,686+7,68601,5160.05%+1,516
APPLIED MATLS INC017,183+17,18304,0550.14%+4,055
AMERICAN AIRLS GROUP INC(AAL)081,015+81,01509180.03%+918
DYCOM INDS INC(DY)04,352+4,35207340.03%+734
TAIWAN SEMICONDUCTOR MFG LTD(TSM)013,497+13,49702,3460.08%+2,346
LYFT INC(LYFT)065,517+65,51709240.03%+924
INVESCO QQQ TR32,80531,737-1,06814,56615,2060.54%+640
GOLDMAN SACHS ETF TR010,525+10,52507490.03%+749
VANGUARD INDEX FDS036,302+36,30205,4610.19%+5,461
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
016,980+16,98007760.03%+776
FIRST TR EXCHANGE TRADED FD
LNG DUR OPRTUN
028,207+28,20705930.02%+593
VERTIV HOLDINGS CO(VRT)08,526+8,52607380.03%+738
MICRON TECHNOLOGY INC(MU)05,992+5,99207880.03%+788
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
024,174+24,17401,1770.04%+1,177
SCHWAB STRATEGIC TR011,842+11,84206160.02%+616
WORLD GOLD TR(GLDM)019,233+19,23308860.03%+886
BOOKING HOLDINGS INC(BKNG)0437+43701,7300.06%+1,730
ISHARES TR018,696+18,69602,1590.08%+2,159
QUALCOMM INC(QCOM)012,772+12,77202,5440.09%+2,544
NOVO NORDISK A S(NVO)016,277+16,27702,3230.08%+2,323
ONEOK INC NEW(OKE)015,014+15,01401,2240.04%+1,224
FIRST TR EXCHANGE TRADED FD010,191+10,19108560.03%+856
VANGUARD STAR FDS042,272+42,27202,5490.09%+2,549
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
02,342+2,34204620.02%+462
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
035,043+35,04303,3100.12%+3,310
DIREXION SHS ETF TR
DA 500 BU 3X ETF
018,318+18,31802,6760.09%+2,676
ORACLE CORP(ORCL)020,308+20,30802,8680.10%+2,868
SUPER MICRO COMPUTER INC(SMCI)01,237+1,23701,0130.04%+1,013
CAMECO CORP(CCJ)011,505+11,50505660.02%+566
SPROTT PHYSICAL GOLD SILVE(CEF)0105,124+105,12402,3180.08%+2,318
VANECK ETF TRUST
AGRIBUSINESS ETF
06,336+6,33604440.02%+444
EXPRO GROUP HOLDINGS NV014,764+14,76403380.01%+338
CYBERARK SOFTWARE LTD01,199+1,19903280.01%+328
VANECK ETF TRUST
BDC INCOME ETF
056,598+56,59809680.03%+968
VITAL FARMS INC06,900+6,90003230.01%+323
PAN AMERN SILVER CORP(PAAS)016,212+16,21203220.01%+322
HUBSPOT INC(HUBS)01,697+1,69701,0010.04%+1,001
APPLOVIN CORP(APP)03,600+3,60003000.01%+300
DECKERS OUTDOOR CORP(DECK)0333+33303220.01%+322
INNOVATOR ETFS TR
US EQTY PWR BUF
024,563+24,56308750.03%+875
ARES CAPITAL CORP(ARCC)073,819+73,81901,5380.05%+1,538
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
0247,181+247,181014,5470.51%+14,547
SAMSARA INC(IOT)08,200+8,20002760.01%+276
OMEGA HEALTHCARE INVS INC(OHI)079,614+79,61402,7270.10%+2,727
SPDR SER TR
ST STR P500GRW
064,499+64,49905,1680.18%+5,168
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