Fund HoldingsSpire Wealth Management

Total Portfolio Value
$2.78B
Total Bought
$249.02M
Total Sold
$698.64M
Net Transaction
-$449.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR
CORE UNIVRSL USD
01,881,246+1,881,246086,9703.12%+86,970
NVIDIA CORPORATION(NVDA)0594,782+594,782093,5443.36%+93,544
ISHARES TR
CORE INTL AGGR
0283,552+283,552014,4870.52%+14,487
QUANTA SVCS INC040,700+40,70009,6700.35%+9,670
INTUITIVE SURGICAL INC017,092+17,09209,2880.33%+9,288
BROADCOM INC(AVGO)068,195+68,195018,7700.67%+18,770
SPOTIFY TECHNOLOGY S A(SPOT)05,963+5,96304,5760.16%+4,576
KLA CORP(KLAC)013,208+13,208011,8310.42%+11,831
PROSHARES TR
PSHS ULT S&P 500
0162,573+162,573015,8870.57%+15,887
INTUIT(INTU)09,601+9,60107,4010.27%+7,401
SELECT SECTOR SPDR TR
ST STR TECHN ETF
062,090+62,090015,7230.56%+15,723
EQT CORP(EQT)060,861+60,86103,4390.12%+3,439
PGIM ROCK ETF TR
S&P 500 BUFFER
0119,649+119,64903,3180.12%+3,318
ISHARES TR0201,582+201,582022,1940.80%+22,194
ISHARES TR051,033+51,033021,6680.78%+21,668
DIREXION SHS ETF TR
DA 500 BU 3X ETF
039,064+39,06406,7790.24%+6,779
ISHARES TR
MSCI USA MIN ETF
055,483+55,48305,2080.19%+5,208
PALANTIR TECHNOLOGIES INC(PLTR)97,57779,402-18,1758,23510,8240.39%+2,589
AXON ENTERPRISE INC(AXON)08,947+8,94707,2350.26%+7,235
VISTRA CORP(VST)017,477+17,47703,3660.12%+3,366
PUTNAM ETF TRUST059,144+59,14402,3790.09%+2,379
INNOVATOR ETFS TRUST
US EQT ULTRA BF
0125,836+125,83603,9390.14%+3,939
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
099,462+99,46203,3180.12%+3,318
FIRST TR EXCHANGE TRADED FD
CORE INVESTMENT
0105,586+105,58602,2240.08%+2,224
TRUST FOR PROFESSIONAL MANAG
ACTIVEPASSIVE CR
0220,738+220,73806,5430.23%+6,543
NETFLIX INC(NFLX)016,047+16,047021,4330.77%+21,433
SPDR GOLD TR(GLD)24,28328,941+4,6586,9978,8220.32%+1,825
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
0248,866+248,866016,6790.60%+16,679
MICROSTRATEGY INC(MSTR)011,805+11,80504,7720.17%+4,772
PGIM ROCK ETF TR
S&P 500 BUFFER
054,283+54,28301,5610.06%+1,561
LAM RESEARCH CORP(LRCX)020,911+20,91102,0350.07%+2,035
CROWDSTRIKE HLDGS INC(CRWD)023,998+23,998012,2220.44%+12,222
INNOVATOR ETFS TRUST
US EQT ULTRA BF
050,538+50,53801,7570.06%+1,757
ISHARES TR053,058+53,05809,1930.33%+9,193
ROBINHOOD MKTS INC(HOOD)021,348+21,34801,9990.07%+1,999
SPDR SER TR
ST STR SP400GRW
021,619+21,61901,8780.07%+1,878
VANGUARD INDEX FDS018,857+18,85708,2670.30%+8,267
AIM ETF PRODUCTS TRUST
ALLIA US MAY ETF
048,578+48,57801,5620.06%+1,562
STERLING INFRASTRUCTURE INC(STRL)05,792+5,79201,3360.05%+1,336
PGIM ROCK ETF TR
S&P 500 BUFFER
044,711+44,71101,2740.05%+1,274
GE VERNOVA INC(GEV)04,519+4,51902,3910.09%+2,391
HARTFORD FINL SVCS GROUP INC(HIG)014,550+14,55001,8250.07%+1,825
VANGUARD WORLD FD06,356+6,35602,3270.08%+2,327
TJX COS INC NEW(TJX)019,410+19,41002,3860.09%+2,386
COINBASE GLOBAL INC(COIN)05,303+5,30301,8590.07%+1,859
CARDINAL HEALTH INC(CAH)010,618+10,61801,7650.06%+1,765
TRAVELERS COMPANIES INC(TRV)06,776+6,77601,7920.06%+1,792
NEWMONT CORP(NEM)020,200+20,20001,1770.04%+1,177
FIDELITY WISE ORIGIN BITCOIN(FBTC)051,535+51,53504,8440.17%+4,844
ISHARES TR0122,408+122,40807,7700.28%+7,770
BOSTON SCIENTIFIC CORP(BSX)019,128+19,12802,0540.07%+2,054
FASTENAL CO(FAST)026,478+26,47801,1050.04%+1,105
ADVANCED MICRO DEVICES INC(AMD)016,324+16,32402,2960.08%+2,296
RESMED INC(RMD)06,044+6,04401,5350.06%+1,535
CITIGROUP INC(C)017,851+17,85101,5190.05%+1,519
VANGUARD STAR FDS059,143+59,14304,0860.15%+4,086
INVESCO EXCH TRADED FD TR II
SR LN ETF
0235,421+235,42104,9250.18%+4,925
FIDELITY COVINGTON TRUST020,438+20,43808480.03%+848
CONSTELLATION ENERGY CORP(CEG)07,035+7,03502,2560.08%+2,256
VIKING HOLDINGS LTD(VIK)014,805+14,80507890.03%+789
NATWEST GROUP PLC(NWG)055,974+55,97407920.03%+792
FIDELITY COMWLTH TR069,279+69,27905,5490.20%+5,549
INNOVATOR ETFS TRUST
US EQTY BUFR MAY
032,498+32,49801,3710.05%+1,371
DYCOM INDS INC(DY)03,062+3,06207480.03%+748
FIRST TR EXCHANGE TRADED FD
FIRST TR TA HIYL
047,706+47,70601,9950.07%+1,995
META PLATFORMS INC(META)056,305+56,305041,5581.49%+41,558
LPL FINL HLDGS INC(LPLA)02,005+2,00507520.03%+752
SPDR INDEX SHS FDS
ST STR EU 50 ETF
117,091118,275+1,1846,3717,0650.25%+694
JANUS DETROIT STR TR
HENDRSON AAA CL
024,770+24,77001,2570.05%+1,257
FLEXSHARES TR
MORNSTAR UPSTR
034,856+34,85601,3980.05%+1,398
TRANSMEDICS GROUP INC(TMDX)05,068+5,06806790.02%+679
AECOM(ACM)06,629+6,62907480.03%+748
CAMECO CORP(CCJ)010,490+10,49007790.03%+779
WALMART INC(WMT)0140,278+140,278013,7060.49%+13,706
SAP SE(SAP)03,449+3,44901,0490.04%+1,049
SIMON PPTY GROUP INC NEW(SPG)06,014+6,01409480.03%+948
CHEWY INC(CHWY)014,811+14,81106310.02%+631
MAREX GROUP PLC(MRX)014,970+14,97005910.02%+591
ISHARES TR146,429140,465-5,96411,96812,5560.45%+588
BLACKROCK ETF TRUST
ISHA US THEM ETF
016,771+16,77105970.02%+597
FIRSTENERGY CORP(FE)016,910+16,91006810.02%+681
RBB FD INC
MOTLEY FOL ETF
09,511+9,51106140.02%+614
INNOVATOR ETFS TRUST
US EQTY PWR BUF
025,105+25,10509490.03%+949
GRAYSCALE BITCOIN MINI TR ET(BTC)027,891+27,89101,3320.05%+1,332
INVESCO EXCH TRADED FD TR II09,775+9,77501,0990.04%+1,099
ILLINOIS TOOL WKS INC(ITW)04,549+4,54901,1250.04%+1,125
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
014,288+14,28806560.02%+656
INNOVATOR ETFS TRUST
US EQT ULTRA BF
047,806+47,80601,7030.06%+1,703
ISHARES TR05,846+5,84601,7790.06%+1,779
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
069,139+69,13902,8100.10%+2,810
SYMBOTIC INC(SYM)019,404+19,40407540.03%+754
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
040,150+40,15001,2790.05%+1,279
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0133,117+133,11708,4810.30%+8,481
APPLIED MATLS INC39,49433,945-5,5495,7316,1950.22%+464
ACM RESH INC(ACMR)017,434+17,43404520.02%+452
ISHARES TR37,07756,440+19,3638621,3130.05%+451
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
035,068+35,06802,8550.10%+2,855
TRUMP MEDIA TECHNOLOGY GRO(DJT)029,050+29,05005240.02%+524
MR COOPER GROUP INC016,631+16,63102,4820.09%+2,482
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
06,012+6,01208520.03%+852
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