Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
475K
+ 742156.25%
$45.56 - $47.23 $21.6M - $22.4M
475K $22.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.6K
+ 61.09%
$507.05 - $563.67 $9.95M - $11.1M
51.7K $26.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
91.5K
+ 275.38%
$85.29 - $92.57 $7.81M - $8.47M
125K $11.4M
IAU
Ishares Gold Trust

ETFs
120K
+ 545.86%
$49.74 - $58.96 $5.95M - $7.06M
142K $8.35M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
116K
+ 11609.1%
$47.66 - $57.45 $5.53M - $6.67M
117K $6.37M
VRSN
Verisign Inc

Technology
21.1K
+ 8332.02%
$205.1 - $254.74 $4.32M - $5.37M
21.3K $5.42M
MELI
Mercadolibre Inc

Consumer Cyclical
2.57K
+ 581.86%
$1739.0 - $2260.0 $4.46M - $5.8M
3.01K $5.87M
IEFA
Ishares Tr

ETFs
43K
+ 13.87%
$69.57 - $78.65 $2.99M - $3.38M
353K $26.7M
BK
Bank Of New York Mellon Corp

Financial Services
57.6K
+ 678.08%
$75.42 - $88.95 $4.34M - $5.12M
66.1K $5.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.43K
+ 9.51%
$442.66 - $534.52 $1.52M - $1.83M
39.4K $21M
GLD
Spdr Gold Trust

ETFs
14.2K
+ 139.74%
$243.19 - $288.14 $3.44M - $4.08M
24.3K $7M
FTNT
Fortinet, Inc.

Technology
47.2K
New
$92.49 - $114.57 $4.36M - $5.41M
47.2K $4.54M
AMGN
Amgen Inc

Healthcare
13.1K
+ 249.3%
$258.59 - $327.36 $3.39M - $4.29M
18.3K $5.72M
CVS
Cvs Health Corp

Healthcare
59.9K
+ 483.53%
$44.22 - $68.64 $2.65M - $4.11M
72.3K $4.9M
XLF
Financial Sector Spdr

ETFs
63.6K
+ 8.39%
$47.32 - $52.19 $3.01M - $3.32M
822K $40.9M
SCHW
Schwab Charles Corp

Financial Services
47.9K
+ 53.47%
$71.24 - $83.64 $3.42M - $4.01M
138K $10.8M
CTSH
Cognizant Technology Solutions Corp

Technology
53.6K
+ 11242.35%
$75.32 - $90.7 $4.04M - $4.86M
54.1K $4.14M
MDT
Medtronic PLC

Healthcare
42.1K
+ 355.39%
$79.84 - $94.5 $3.36M - $3.98M
54K $4.85M
V
Visa Inc.

Financial Services
4.29K
+ 7.4%
$306.92 - $362.71 $1.32M - $1.56M
62.3K $21.8M
UBER
Uber Technologies, Inc

Technology
13.8K
+ 7.38%
$63.17 - $81.49 $874K - $1.13M
201K $14.7M
ADBE
Adobe Inc.

Technology
9.29K
+ 128.54%
$377.84 - $464.11 $3.51M - $4.31M
16.5K $6.33M
SOXL
Direxion Daily Semiconductor B

ETFs
196K
+ 14970.49%
$15.95 - $35.15 $3.12M - $6.88M
197K $3.14M
SLV
I Shares Silver Trust

ETFs
88.3K
+ 355.86%
$26.93 - $31.32 $2.38M - $2.77M
113K $3.51M
AZO
Autozone Inc

Consumer Cyclical
729
+ 729.0%
$3193.96 - $3828.11 $2.33M - $2.79M
829 $3.16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10.8K
+ 236.31%
$208.48 - $244.03 $2.25M - $2.63M
15.3K $3.74M
RHI
Robert Half International Inc.

Industrials
48.7K
+ 1629.86%
$51.96 - $71.3 $2.53M - $3.48M
51.7K $2.82M
BWA
Borgwarner Inc

Consumer Cyclical
91.1K
+ 1331.69%
$27.78 - $32.9 $2.53M - $3M
97.9K $2.8M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
59.2K
+ 276.27%
$41.74 - $43.57 $2.47M - $2.58M
80.6K $3.4M
LLY
Eli Lilly & CO

Healthcare
848
+ 2.57%
$725.72 - $929.72 $615K - $788K
33.8K $27.9M
XLU
Utilities Sector Spdr

ETFs
26.3K
+ 34.87%
$74.7 - $80.27 $1.96M - $2.11M
102K $8.02M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6.49K
+ 643.45%
$314.47 - $431.35 $2.04M - $2.8M
7.49K $2.75M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
63K
+ 225.23%
$35.26 - $36.57 $2.22M - $2.3M
90.9K $3.23M
UPS
United Parcel Service Inc

Industrials
21.5K
+ 194.5%
$109.66 - $136.26 $2.36M - $2.93M
32.6K $3.59M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
66.2K
+ 338.8%
$32.13 - $33.82 $2.13M - $2.24M
85.7K $2.78M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
55.6K
+ 329.91%
$37.69 - $39.76 $2.1M - $2.21M
72.5K $2.75M
HUM
Humana Inc

Healthcare
7.89K
+ 21908.33%
$249.11 - $303.11 $1.96M - $2.39M
7.92K $2.1M
PEP
Pepsico Inc

Consumer Defensive
14K
+ 73.64%
$142.64 - $156.42 $1.99M - $2.19M
33K $4.94M
DE
Deere & CO

Industrials
4.08K
+ 140.04%
$408.57 - $509.27 $1.67M - $2.08M
6.99K $3.28M
AEP
American Electric Power CO Inc

Utilities
18K
+ 473.18%
$90.32 - $109.27 $1.62M - $1.96M
21.8K $2.38M
SLB
Schlumberger Limited

Energy
45.6K
+ 228.65%
$38.4 - $43.74 $1.75M - $2M
65.6K $2.74M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
15.9K
+ 1224.79%
$98.98 - $113.18 $1.57M - $1.8M
17.2K $1.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
31.6K
+ 26.36%
$56.17 - $59.71 $1.77M - $1.88M
151K $8.64M
AMAT
Applied Materials Inc

Technology
14.7K
+ 59.55%
$145.06 - $195.51 $2.14M - $2.88M
39.5K $5.73M
XLP
Consumer Staples Sector Spdr

ETFs
22.4K
+ 16.45%
N/A
159K $12.1M
GS
Goldman Sachs Group Inc

Financial Services
3.17K
+ 62.34%
$524.81 - $672.19 $1.66M - $2.13M
8.26K $4.51M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
72
+ 0.39%
$402.49 - $513.76 $29K - $37K
18.6K $9.01M
JPM
Jpmorgan Chase & CO

Financial Services
4.1K
+ 4.32%
$225.19 - $279.95 $924K - $1.15M
99.2K $24.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7.12K
+ 133.76%
$283.06 - $421.16 $2.01M - $3M
12.4K $3.52M
COST
Costco Wholesale Corp

Consumer Defensive
464
+ 1.35%
$890.62 - $1076.86 $413K - $500K
34.9K $33M
Activity Summary
Buys All Purchases 1017 New Holdings 169 Increased Positions 848 Sells All Sells 831 Reductions 831 Sold out 0 Options Calls 0 Puts 0
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