• 13F History

Spire Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$3.22B
Signature - Title
Jeff 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 2443 stock holdings with total value $3.22B as of Q4 2024. Top holdings included IVV, AAPL, JPST, NVDA, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 2,443 $3.22B +$435M -$198M +$237M IVV, AAPL, JPST, NVDA, AMZN 13F-HR 1/24/2025, 11:23 AM
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 2,279 $3.02B +$167M -$236M -$69.3M IVV, AAPL, MSFT, NVDA, VGT 13F-HR 4/24/2024, 10:32 AM
Q4 2023 2,280 $2.85B +$338M -$314M +$23.6M IVV, AAPL, JPST, MSFT, VGT 13F-HR 2/6/2024, 01:20 PM
Q3 2023 2,496 $2.62B +$287M -$272M +$15M IVV, AAPL, JPST, SHV, MSFT 13F-HR 11/8/2023, 02:30 PM
Q2 2023 2,376 $2.67B +$226M -$221M +$4.75M AAPL, IVV, JPST, MSFT, SHV 13F-HR 8/9/2023, 03:20 PM
Q1 2023 2,465 $2.56B +$838M -$138M +$700M JPST, IVV, AAPL, VGSH, SHV 13F-HR 5/9/2023, 01:10 PM
Q4 2022 2,170 $1.77B +$166M -$97.4M +$68.8M IVV, JPST, VGSH, AAPL, SHV 13F-HR 2/3/2023, 08:04 AM
Q3 2022 2,057 $1.62B +$164M -$724M -$560M IVV, AAPL, JPST, VGSH, SHV 13F-HR 11/7/2022, 09:10 AM
Q2 2022 2,491 $2.42B +$389M -$960M -$571M AAPL, IVV, MSFT, JPST, AMZN 13F-HR 7/22/2022, 02:23 PM
Q1 2022 2,439 $3.72B +$371M -$769M -$398M AAPL, IVV, AMZN, MSFT, VOO 13F-HR 4/18/2022, 09:10 AM
Q4 2021 2,848 $4.5B +$612M -$123M +$489M AAPL, IVV, AMZN, MSFT, NVDA 13F-HR 1/14/2022, 02:22 PM
Q3 2021 2,547 $3.76B +$324M -$208M +$116M AAPL, IVV, AMZN, MSFT, GOOGL 13F-HR 10/22/2021, 11:29 AM
Q2 2021 2,542 $3.69B +$369M -$744M -$375M AAPL, AMZN, IVV, MSFT, GOOGL 13F-HR 7/26/2021, 02:23 PM
Q1 2021 2,879 $3.74B $0 $0 AAPL, AMZN, IVV, MSFT, JPST Restatement 5/21/2021, 05:30 PM