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Jeffrey Ameen

@Spire Wealth Management

Latest period2024 - Q3ReportedManaged Assets$2.966BTotal holdings2156
Assets growth rate4.66%Assets growth rate (2-Q avg)-21.94%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spire Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2156 positions.

Assets under management

The assets under management (AUM) of Spire Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.966B in assets, with a quarterly growth rate of 4.66% and a 2-quarter average growth rate of -21.94%. The portfolio is managed by Jeffrey Ameen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -6.61%
4.37%
$129.593M
224,668 shares@ $576.83 avg price
AAPLApple Inc
Recent Activity
Increased 6.53%
4.17%
$123.455M
529,850 shares@ $233.01 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 33.54%
3.47%
$102.683M
2.024M shares@ $50.74 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.59%
3.06%
$90.546M
745,604 shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -6.49%
2.54%
$75.263M
174,907 shares@ $430.31 avg price
VGTVanguard World Fds
Recent Activity
Decreased -11.51%
2.43%
$72.038M
122,822 shares@ $586.53 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.74%
2.23%
$65.897M
353,659 shares@ $186.33 avg price
SPYSpdr S P 500 Etf Tr
Recent Activity
Decreased -0.7%
1.69%
$50.118M
87,351 shares@ $573.76 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.33%
1.44%
$42.521M
256,385 shares@ $165.85 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 119.5%
1.32%
$38.997M
660,746 shares@ $59.02 avg price