Spire Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Spire Wealth Management reported 2,369 stock positions worth $2.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.6% of the portfolio, followed by Nvidia (NVDA, 3.4%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.1%). Compared with Q1 2025, it opened 150 new positions, sold out of 236, added to 528 and reduced 1,172. The biggest buy was Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares +1277%) and the biggest sale Apple (AAPL, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001858740
- Portfolio Value
- $2.8B (Q2 2025)
- SEC Filing
- 0001858740-25-000004 ↗ filed Aug 4, 2025
Holdings Value
Holdings 2,369 stocks · $2.8B
| IVV iShares Core S&P 500 ETF | 4.60% | 208,042 | $127.9M | Reduce -15.6% |
| NVDA Nvidia Corp. | 3.36% | 594,782 | $93.5M | Reduce -16.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.12% | 1,888,940 | $87.0M | Add +1276.8% |
| JPST JPMorgan Ultra-Short Income | 3.08% | 1,690,544 | $85.7M | Reduce -20.9% |
| AAPL Apple Inc. | 2.85% | 387,871 | $79.4M | Reduce -22.5% |
| AMZN Amazon.com Inc. | 2.42% | 308,004 | $67.3M | Reduce -14.6% |
| MSFT Microsoft Corp. | 2.35% | 132,409 | $65.5M | Reduce -27.7% |
| VGT Vanguard Info Tech ETF | 2.16% | 90,731 | $60.0M | Reduce -23.2% |
| META Meta Platforms Inc. Class A | 1.49% | 56,597 | $41.6M | Reduce -20.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 64,647 | $39.9M | Reduce -28.1% |
| XLF SS Financial Select Sector | 1.25% | 668,736 | $34.9M | Reduce -18.6% |
| GOOGL Alphabet Inc. Class A | 1.19% | 189,910 | $33.1M | Reduce -26.9% |
| AGG iShares Core U.S. Aggregate | 1.04% | 294,737 | $29.1M | Reduce -12.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 48,129 | $26.4M | Add +31.0% |
| COST Costco Wholesale Corp. | 0.93% | 26,321 | $25.9M | Reduce -24.5% |
| IVE iShares S&P 500 Value ETF | 0.87% | 128,043 | $24.2M | Reduce -20.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.86% | 295,411 | $23.9M | Reduce -16.3% |
| FBND Fidelity Total Bond ETF | 0.84% | 512,223 | $23.3M | Reduce -12.4% |
| GTO Invesco Total Return Bond Et | 0.82% | 491,422 | $22.9M | Reduce -12.5% |
| HTRB Hartford TTL RTRN BND ETF | 0.81% | 672,078 | $22.6M | Reduce -12.7% |
| IUSG iShares Core S&P U.S. Growth | 0.80% | 154,672 | $22.3M | Reduce -18.7% |
| XLC SS Comm Select Sector SPDR | 0.80% | 205,050 | $22.2M | Reduce -20.5% |
| IVW iShares S&P 500 Growth ETF | 0.80% | 201,582 | $22.2M | Reduce -2.1% |
| IWF iShares Russell 1000 Growth | 0.78% | 51,033 | $21.7M | Reduce -1.1% |
| NFLX Netflix Inc. | 0.77% | 16,047 | $21.4M | Reduce -23.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.76% | 119,413 | $21.1M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.76% | 27,265 | $21.1M | Reduce -19.3% |
| XLI SS Industrial Select Sector | 0.75% | 141,095 | $20.8M | Reduce -19.4% |
| VOO Vanguard S&P 500 ETF | 0.72% | 35,206 | $20.0M | Reduce -31.9% |
| XLV SS Health Care Select Sector | 0.72% | 148,125 | $19.9M | Reduce -19.4% |
| JCPB JPMorgan Core Plus Bond ETF | 0.70% | 419,693 | $19.6M | Reduce -11.7% |
| VCR Vanguard Consumer Discre ETF | 0.68% | 52,773 | $19.1M | Reduce -21.0% |
| JPM JPMorgan Chase & Co. | 0.68% | 66,519 | $19.0M | Reduce -32.9% |
| AVGO Broadcom Inc. | 0.67% | 68,195 | $18.8M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 0.62% | 30,990 | $17.2M | Reduce -19.8% |
| VGSH Vanguard Short-Term Treasury | 0.61% | 288,779 | $17.0M | Reduce -57.6% |
| DFUS Dimensional US Eq MKT ETF | 0.60% | 248,866 | $16.7M | Add +0.2% |
| SSO Proshares Ultra S&P500 | 0.57% | 162,573 | $15.9M | Add +16.0% |
| XLK SS Technology Select Sector | 0.56% | 62,090 | $15.7M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 0.56% | 88,478 | $15.7M | Reduce -10.2% |
| IEMG iShares Core MSCI Emerging | 0.56% | 269,687 | $15.6M | Reduce -20.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 30,023 | $14.6M | Reduce -23.9% |
| IAGG iShares Intl Aggregate Bond | 0.52% | 284,771 | $14.5M | New |
| V Visa Inc. Class A | 0.52% | 40,678 | $14.4M | Reduce -34.7% |
| UBER Uber Technologies Inc. | 0.50% | 151,634 | $13.9M | Reduce -24.7% |
| WMT Walmart Inc. | 0.49% | 140,278 | $13.7M | Reduce -5.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.49% | 233,581 | $13.6M | Reduce -22.4% |
| DFUV Dimensional US Marketwide Va | 0.48% | 318,192 | $13.5M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.45% | 140,465 | $12.6M | Reduce -4.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.44% | 24,372 | $12.2M | Reduce -19.8% |
| KLAC KLA Corp. | 0.42% | 13,457 | $11.8M | Add +21.6% |
| EMB iShares JP Morgan Usd Emergi | 0.42% | 127,772 | $11.8M | Reduce -13.0% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 79,707 | $10.8M | Reduce -18.3% |
| MAR Marriott International Class A | 0.39% | 39,393 | $10.8M | Reduce -13.0% |
| HD Home Depot Inc. | 0.38% | 29,041 | $10.6M | Reduce -23.5% |
| XLP SS Consumer Staples Sel Sect | 0.37% | 127,598 | $10.3M | Reduce -19.5% |
| PANW Palo Alto Networks Inc. | 0.36% | 48,741 | $9.9M | Reduce -22.5% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 104,070 | $9.9M | Reduce -10.4% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 52,000 | $9.5M | Reduce -24.5% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 152,841 | $9.3M | Reduce -23.1% |
| DFAT Dimensional US Target Value | 0.33% | 172,106 | $9.3M | Reduce -0.8% |
| IYW iShares Ustechnology ETF | 0.33% | 53,058 | $9.2M | Reduce -3.6% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 157,616 | $9.0M | Add +4.2% |
| GLD SPDR Gold Shares | 0.32% | 28,941 | $8.8M | Add +19.2% |
| XOM Exxon Mobil Corp. | 0.31% | 82,241 | $8.7M | Reduce -32.3% |
| DFAS Dimensional US Small Cap ETF | 0.30% | 133,117 | $8.5M | Reduce -0.7% |
| MCK McKesson Corp. | 0.30% | 11,795 | $8.4M | Reduce -37.4% |
| NOW ServiceNow Inc. | 0.30% | 8,249 | $8.3M | Reduce -24.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 18,857 | $8.3M | Add +1.3% |
| ISRG Intuitive Surgical Inc. | 0.29% | 21,902 | $8.2M | Reduce -8.4% |
| TIP iShares Tips Bond ETF | 0.29% | 72,979 | $8.0M | Reduce -12.9% |
| SHOP Shopify Inc. Class A | 0.28% | 70,111 | $7.9M | Reduce -15.4% |
| EFV iShares MSCI Eafe Value ETF | 0.28% | 122,408 | $7.8M | Add +6.4% |
| EVTR Eaton Vance Total Return | 0.27% | 149,155 | $7.5M | Reduce -11.6% |
| TLT iShares 20+ Year Treasury BD | 0.27% | 84,208 | $7.4M | Reduce -32.5% |
| INTU Intuit Inc. | 0.27% | 9,601 | $7.4M | Add +88.0% |
| AXON Axon Enterprise Inc. | 0.26% | 8,947 | $7.2M | Reduce -0.1% |
| SECT Main Sector Rotation ETF | 0.26% | 127,851 | $7.2M | Reduce -34.6% |
| IWB iShares Russell 1000 ETF | 0.26% | 20,953 | $7.1M | Reduce -28.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 86,937 | $7.1M | Reduce -14.5% |
| FEZ State Street SPDR Euro Stoxx | 0.25% | 122,057 | $7.1M | Add +4.2% |
| PG The Procter & Gamble Co. | 0.25% | 44,976 | $7.1M | Reduce -36.4% |
| TSLA Tesla Inc. | 0.25% | 21,733 | $6.9M | Reduce -31.1% |
| SPXL Direxion Daily S&P 500 Bull | 0.24% | 39,064 | $6.8M | Add +43.4% |
| NEE Nextera Energy Inc. | 0.24% | 98,866 | $6.7M | Reduce -34.0% |
| APCB Activepassive Core Bond ETF | 0.23% | 220,738 | $6.5M | Add +45.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 21,114 | $6.4M | Reduce -9.7% |
| SPGI S&P Global Inc. | 0.23% | 12,157 | $6.3M | Reduce -35.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.22% | 119,448 | $6.3M | Reduce -11.8% |
| ORLY O'reilly Automotive Inc. | 0.22% | 70,854 | $6.2M | Reduce -20.0% |
| MELI MercadoLibre Inc. | 0.22% | 2,445 | $6.2M | Reduce -18.7% |
| AMAT Applied Materials Inc. | 0.22% | 33,945 | $6.2M | Reduce -14.1% |
| IAU iShares Gold Trust | 0.21% | 95,579 | $6.0M | Reduce -32.5% |
| ANET Arista Networks Inc. | 0.20% | 57,004 | $5.7M | Reduce -54.9% |
| TDG Transdigm Group Inc. | 0.20% | 3,794 | $5.6M | Reduce -32.0% |
| XLE SS Energy Select Sector | 0.20% | 66,044 | $5.6M | Reduce -19.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.20% | 69,279 | $5.5M | Reduce -1.1% |
| RDVY First Trust Rising Dividend | 0.20% | 87,624 | $5.5M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 49,402 | $5.3M | Reduce -27.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 55,594 | $5.2M | Add +107.7% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $65K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 575 | $39K | No change |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | 2,000 | $13K | New |
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | 1,000 | $4K | Add +0.2% |
| ACHR.WS Archer Aviation Inc. -CW26 | *W EXP 09/16/202 | 1,000 | $3K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 2 | $2K | Reduce -86.7% |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 160 | $2K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1 | $1K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 37 | $766 | Reduce -92.0% |
Total filed on the 13F, all lines: $2.8B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -22.5% | 2.85% | −0.71 |
| VGSH Vanguard Short-Term Treasury | Reduce -57.6% | 0.61% | −0.67 |
| JPST JPMorgan Ultra-Short Income | Reduce -20.9% | 3.08% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -46.8% | 0.19% | −0.34 |
| PWR Quanta Services Inc. | Reduce -98.5% | 0.00% | −0.29 |
| CPRT Copart Inc. | Reduce -96.0% | 0.01% | −0.20 |
| ACN Accenture PLC Class A | Reduce -98.0% | 0.00% | −0.19 |
| V Visa Inc. Class A | Reduce -34.7% | 0.52% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -28.1% | 1.43% | −0.18 |
| BNY Bank of New York Mellon Corp. | Reduce -95.3% | 0.01% | −0.17 |
| SCHW Schwab (charles) Corp. | Reduce -57.6% | 0.19% | −0.16 |
| LNG Cheniere Energy Inc. | Reduce -92.5% | 0.02% | −0.16 |
| MSI Motorola Solutions Inc. | Reduce -94.2% | 0.01% | −0.15 |
| AMGN Amgen Inc. | Reduce -82.0% | 0.03% | −0.15 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -99.9% | 0.00% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -32.3% | 0.31% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.9% | 0.52% | −0.15 |
| MDT Medtronic PLC | Reduce -93.8% | 0.01% | −0.14 |
| XLV SS Health Care Select Sector | Reduce -19.4% | 0.72% | −0.14 |
| CVS CVS Health Corp. | Reduce -89.3% | 0.02% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -19.3% | 0.76% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -31.9% | 0.72% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -36.4% | 0.25% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -24.5% | 0.93% | −0.13 |
| FISV Fiserv Inc. | Reduce -37.0% | 0.14% | −0.12 |
| PEP Pepsico Inc. | Reduce -75.1% | 0.04% | −0.12 |
| SMH Vaneck Semiconductor ETF | Reduce -62.0% | 0.15% | −0.12 |
| IVE iShares S&P 500 Value ETF | Reduce -20.6% | 0.87% | −0.11 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -39.2% | 0.18% | −0.11 |
| FTSM First Trust Enh Short Mat FD | Reduce -47.9% | 0.16% | −0.11 |
| ANET Arista Networks Inc. | Reduce -54.9% | 0.20% | −0.11 |
| MCK McKesson Corp. | Reduce -37.4% | 0.30% | −0.10 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -99.0% | 0.00% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -34.0% | 0.24% | −0.10 |
| TLT iShares 20+ Year Treasury BD | Reduce -32.5% | 0.27% | −0.10 |
| SLV iShares Silver Trust | Reduce -88.0% | 0.02% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -26.9% | 1.19% | −0.10 |
| UPS United Parcel Service Class B | Reduce -83.8% | 0.02% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -32.9% | 0.68% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -79.5% | 0.02% | −0.10 |
| ABBV Abbvie Inc. | Reduce -53.4% | 0.08% | −0.09 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.09 |
| LIN Linde PLC | Reduce -42.3% | 0.16% | −0.09 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -8.4% | 0.29% | −0.09 |
| FXL First Trust Technology Alpha | Reduce -97.0% | 0.00% | −0.08 |
| SPGI S&P Global Inc. | Reduce -35.6% | 0.23% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -94.7% | 0.01% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -80.8% | 0.02% | −0.08 |
| ULTA Ulta Beauty Inc. | Reduce -92.6% | 0.01% | −0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +1276.8% | 3.12% | +2.92 |
| IAGG iShares Intl Aggregate Bond | New | 0.52% | +0.52 |
| QQQ Invesco QQQ Trust Series 1 | Add +31.0% | 0.95% | +0.40 |
| SSO Proshares Ultra S&P500 | Add +16.0% | 0.57% | +0.20 |
| KLAC KLA Corp. | Add +21.6% | 0.42% | +0.18 |
| XLK SS Technology Select Sector | Add +4.3% | 0.56% | +0.17 |
| INTU Intuit Inc. | Add +88.0% | 0.27% | +0.17 |
| SPOT Spotify Technology SA | Add +2135.9% | 0.16% | +0.16 |
| EQT Eqt Corp. | Add +15585.8% | 0.12% | +0.12 |
| SPXL Direxion Daily S&P 500 Bull | Add +43.4% | 0.24% | +0.12 |
| PBAP Pgim S&P 500 Buffer 20-Apr | New | 0.12% | +0.12 |
| DFUS Dimensional US Eq MKT ETF | Add +0.2% | 0.60% | +0.12 |
| USMV iShares MSCI USA Min Vol Fac | Add +107.7% | 0.19% | +0.11 |
| GLD SPDR Gold Shares | Add +19.2% | 0.32% | +0.09 |
| VST Vistra Corp. | Add +129.9% | 0.12% | +0.09 |
| APCB Activepassive Core Bond ETF | Add +45.1% | 0.23% | +0.09 |
| UAPR Innovator U.S. Equity Ultra | Add +123.3% | 0.14% | +0.09 |
| PVAL Putnam Focused LRG Cap Value | Add +8999.1% | 0.09% | +0.08 |
| APRW Allinzim US Eq BFR20 Apr-Usd | Add +177.7% | 0.12% | +0.08 |
| FTCB FT Core Investment Grade ETF | Add +2178.5% | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.3% | 0.30% | +0.08 |
| MSTR Strategy Inc. | Add +6.0% | 0.17% | +0.07 |
| DFUV Dimensional US Marketwide Va | Add +0.3% | 0.48% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +6.4% | 0.28% | +0.06 |
| LRCX Lam Research Corp. | Add +215.9% | 0.07% | +0.06 |
| PBMY Pgim S&P 500 Buffer 20-May | New | 0.06% | +0.06 |
| UMAY Innovator U.S. Equity Ultra | Add +521.9% | 0.06% | +0.05 |
| PZA Invesco National Amt-Free Mu | Add +12.9% | 0.11% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | Add +53.2% | 0.07% | +0.05 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +272.4% | 0.07% | +0.05 |
| GEV GE Vernova Inc. | Add +22.8% | 0.09% | +0.05 |
| FEZ State Street SPDR Euro Stoxx | Add +4.2% | 0.25% | +0.05 |
| MAYW Alianzim US Eq BFR20 May-Usd | Add +533.7% | 0.06% | +0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +76.6% | 0.08% | +0.05 |
| STRL Sterling Infrastructure Inc. | Add +6335.6% | 0.05% | +0.05 |
| TJX TJX Companies Inc. | Add +98.0% | 0.09% | +0.05 |
| BKLN Invesco Senior Loan ETF | Add +19.8% | 0.18% | +0.05 |
| HIG Hartford Insurance Group Inc. | Add +202.6% | 0.07% | +0.05 |
| PBJN Pgim S&P 500 Buffer 20-Jun | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +16.4% | 0.15% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +4.2% | 0.32% | +0.05 |
| COIN Coinbase Global Inc. Class A | Add +34.5% | 0.07% | +0.04 |
| CAH Cardinal Health Inc. | Add +144.7% | 0.06% | +0.04 |
| TRV The Travelers Cos Inc. | Add +175.9% | 0.06% | +0.04 |
| AMD Advanced Micro Devices | Add +25.4% | 0.08% | +0.04 |
| BSX Boston Scientific Corp. | Add +79.9% | 0.07% | +0.04 |
| NEM Newmont Corp. | Add +757.4% | 0.04% | +0.04 |
| RMD Resmed Inc. | Add +133.7% | 0.06% | +0.04 |
| C Citigroup Inc. | Add +122.4% | 0.05% | +0.04 |
| FAST Fastenal Co. | Add +617.2% | 0.04% | +0.04 |
Notes & Other Activity Q1 2025 → Q2 2025
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | New | 2,000 | $13K |
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | Add +0.2% | 1,000 | $4K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -86.7% | 2 | $2K |
| HPKEW Highpeak Energy Inc. | *W EXP 08/21/202 | Sold out | 600 | $1Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -92.0% | 37 | $766 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,220 | $3.3B | IVV, NVDA, AAPL, AMZN, VGT |
| Q1 2026 | 2,242 | $2.9B | IVV, NVDA, AAPL, AMZN, GOOGL |
| Q4 2025 | 2,292 | $3.0B | IVV, NVDA, AAPL, AMZN, MSFT |
| Q3 2025 | 2,350 | $2.9B | IVV, NVDA, AAPL, JPST, MSFT |
| Q2 2025 | 2,369 | $2.8B | IVV, NVDA, IUSB, JPST, AAPL |
| Q1 2025 | 2,455 | $3.1B | IVV, AAPL, JPST, NVDA, MSFT |
| Q4 2024 | 2,434 | $3.2B | IVV, AAPL, JPST, NVDA, AMZN |
| Q3 2024 | 2,151 | $3.0B | IVV, AAPL, JPST, NVDA, MSFT |
| Q2 2024 | 2,197 | $2.8B | IVV, AAPL, NVDA, MSFT, VGT |
| Q1 2024 | 2,293 | $5.4B | IVV, IJH, VGT, IVE, AGG |