Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVO
Mission Produce, Inc.

Consumer Defensive
400
New
$9.76 - $14.18 $3.9K - $5.67K
400 $4K
BCPC
Balchem Corp

Basic Materials
25
New
$154.22 - $176.16 $3.86K - $4.4K
25 $4K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
458
New
$8.92 - $11.7 $4.09K - $5.36K
458 $4K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
530
+ 10.05%
$77.91 - $92.26 $41.3K - $48.9K
5.81K $461K
ICSH
Blackrock Ultra Short Term Bon

ETFs
19
+ 0.25%
$50.44 - $50.7 $958 - $963
7.67K $388K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
41
+ 1.11%
N/A
3.72K $319K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
164
+ 1.72%
$16.06 - $17.52 $2.63K - $2.87K
9.73K $161K
JOBY
Joby Aviation, Inc.

Industrials
5.17K
+ 38.39%
$5.99 - $10.27 $31K - $53.1K
18.7K $112K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
190
+ 2.6%
$14.22 - $14.83 $2.7K - $2.82K
7.5K $108K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
60
+ 0.77%
$9.83 - $10.34 $590 - $620
7.84K $78K
CPT
Camden Property Trust

Real Estate
3
+ 0.81%
$109.16 - $125.53 $327 - $377
373 $45K
FELE
Franklin Electric CO Inc

Industrials
43
+ 14.33%
$93.38 - $106.03 $4.02K - $4.56K
343 $32K
AVUV
American Centy ETF Tr Avantis

ETFs
59
+ 19.67%
$84.95 - $100.62 $5.01K - $5.94K
359 $31K
MKC
Mccormick & CO Inc

Consumer Defensive
16
+ 7.8%
$71.24 - $84.73 $1.14K - $1.36K
221 $18K
HSC
Harsco Corp

Industrials
442
+ 21.16%
N/A
2.53K $18K
FMC
Fmc Corp

Basic Materials
114
+ 59.07%
$34.54 - $56.38 $3.94K - $6.43K
307 $12K
MOH
Molina Healthcare, Inc.

Healthcare
6
+ 19.35%
$266.57 - $333.27 $1.6K - $2K
37 $12K
REZI
Resideo Technologies, Inc.

Industrials
281
+ 80.06%
$16.92 - $23.77 $4.75K - $6.68K
632 $11K
CRS
Carpenter Technology Corp

Industrials
15
+ 50.0%
$172.39 - $212.53 $2.59K - $3.19K
45 $8K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
42
+ 135.48%
$100.91 - $174.52 $4.24K - $7.33K
73 $7K
WING
Wingstop Inc.

Consumer Cyclical
13
+ 185.71%
$207.0 - $311.93 $2.69K - $4.06K
20 $4K
MDB
Mongo Db, Inc.

Technology
17
+ 212.5%
$175.4 - $298.52 $2.98K - $5.07K
25 $4K
TU
Telus Corp

Communication Services
273
New
$13.63 - $16.07 $3.72K - $4.39K
273 $3K
SSRM
Ssr Mining Inc.

Basic Materials
366
New
$7.06 - $11.21 $2.58K - $4.1K
366 $3K
UBSI
United Bankshares Inc

Financial Services
99
New
$34.03 - $39.27 $3.37K - $3.89K
99 $3K
SEM
Select Medical Holdings Corp

Healthcare
205
New
$16.56 - $20.38 $3.39K - $4.18K
205 $3K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
67
New
$49.22 - $51.73 $3.3K - $3.47K
67 $3K
IFS
Intercorp Financial Services Inc.

Financial Services
100
New
$28.33 - $34.31 $2.83K - $3.43K
100 $3K
BXC
Blue Linx Holdings Inc.

Industrials
43
New
$74.77 - $112.26 $3.22K - $4.83K
43 $3K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
22
+ 13.92%
$634.14 - $744.83 $14K - $16.4K
180 $114K
RBLX
Roblox Corp

Communication Services
15
+ 0.91%
$53.77 - $75.47 $807 - $1.13K
1.67K $97K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
340
+ 3.22%
N/A
10.9K $77K
TM
Toyota Motor Corp

Consumer Cyclical
48
+ 12.87%
$176.53 - $195.35 $8.47K - $9.38K
421 $74K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
57
+ 9.58%
$92.51 - $102.81 $5.27K - $5.86K
652 $60K
FEM
First Trust Emerging Markets A

ETFs
4
+ 0.17%
$21.28 - $23.9 $85.1 - $95.6
2.34K $53K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.1%
$48.3 - $52.85 $48.3 - $52.9
1.01K $51K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
80
+ 14.76%
$54.9 - $62.36 $4.39K - $4.99K
622 $34K
CNC
Centene Corp

Healthcare
30
+ 6.88%
$55.93 - $65.89 $1.68K - $1.98K
466 $28K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
100
+ 2.77%
$5.28 - $5.77 $528 - $577
3.71K $21K
ONL
Orion Office Reit Inc.

Real Estate
4.56K
+ 85.09%
$2.14 - $4.15 $9.76K - $18.9K
9.92K $21K
ECC
Eagle Point Credit CO Inc.

Financial Services
400
+ 20.0%
$7.7 - $9.14 $3.08K - $3.66K
2.4K $19K
MUR
Murphy Oil Corp

Energy
122
+ 24.4%
$24.02 - $33.9 $2.93K - $4.14K
622 $17K
HESM
Hess Midstream LP

Energy
6
+ 1.56%
$37.59 - $43.88 $226 - $263
390 $16K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
32
+ 2.31%
$8.69 - $9.43 $278 - $302
1.42K $13K
EBAY
Ebay Inc

Consumer Cyclical
18
+ 11.39%
$61.61 - $70.93 $1.11K - $1.28K
176 $11K
GRFS
Grifols Sa

Healthcare
355
+ 39.49%
$6.62 - $8.71 $2.35K - $3.09K
1.25K $8K
SXC
Sun Coke Energy, Inc.

Basic Materials
300
+ 50.0%
$8.95 - $10.57 $2.69K - $3.17K
900 $8K
BLBD
Blue Bird Corp

Consumer Cyclical
99
+ 180.0%
$32.37 - $42.39 $3.2K - $4.2K
154 $4K
FTS
Fortis Inc.

Utilities
29
+ 41.43%
$40.49 - $45.58 $1.17K - $1.32K
99 $4K
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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