StockDriftsStockDriftsTop 50 Spire Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 5.27% | 236.3K | $154.3M | -2.43%(-5.88K) | $454.71(+64.00%) | 2026-03-31 | |
| NVDA | NVIDIA Corporation | 3.64% | 611.8K | $106.7M | -1.99%(-12.43K) | $29.46(+666.51%) | 2026-03-31 | |
| AAPL | Apple, Inc. | 3.32% | 383.4K | $97.3M | -0.78%(-3.01K) | $146.82(+103.56%) | 2026-03-31 | |
| AMZN | Amazon.com | 2.29% | 321.9K | $67.0M | -3.14%(-10.45K) | $161.24(+67.54%) | 2026-03-31 | |
| GOOGL | Alphabet Inc | 1.79% | 182.4K | $52.4M | -0.86%(-1.58K) | $109.90(+266.34%) | 2026-03-31 | |
| VGT | Information Technology ETF (Vanguard) | 1.78% | 74.8K | $52.2M | -10.75%(-9.01K) | $49.00(+131.53%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 1.67% | 132.1K | $48.9M | -3.73%(-5.12K) | $279.63(+44.91%) | 2026-03-31 | |
| IUSB | ISHARES TR | 1.38% | 878.0K | $40.6M | +93.37%(+423.96K) | $46.43(-0.95%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | 1.27% | 57.4K | $37.3M | -2.31%(-1.36K) | $408.68(+81.64%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.19% | 651.0K | $35.0M | +123.90%(+360.25K) | $53.87(-1.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.47% |
| Top 20 Holdings Unweighted | +13.03% | +44.41% |
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