Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DRN
Direxion Shs ETF Tr Direxion D

ETFs
12
+ 0.63%
$7.08 - $10.5 $85 - $126
1.9K $18K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
6
+ 0.65%
$10.3 - $12.99 $61.8 - $77.9
935 $9K
ACIW
Aci Worldwide, Inc.

Technology
18
+ 7.2%
$44.59 - $57.17 $803 - $1.03K
268 $12K
PBA
Pembina Pipeline Corp

Energy
2
+ 0.37%
$35.16 - $40.88 $70.3 - $81.8
548 $20K
EQR
Equity Residential

Real Estate
4
+ 1.22%
$61.82 - $71.72 $247 - $287
331 $22K
EFC
Ellington Financial Inc.

Real Estate
94
+ 1.13%
$11.53 - $13.28 $1.08K - $1.25K
8.44K $109K
MOH
Molina Healthcare, Inc.

Healthcare
3
+ 8.11%
$290.25 - $353.24 $871 - $1.06K
40 $11K
TLRY
Tilray Brands, Inc.

Healthcare
44
+ 0.93%
$0.36 - $0.65 $15.8 - $28.6
4.78K $1K
HTGC
Hercules Capital, Inc.

Financial Services
4
+ 0.29%
$16.24 - $19.1 $65 - $76.4
1.36K $24K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
2
+ 0.68%
$52.84 - $72.9 $106 - $146
296 $18K
NMFC
New Mountain Finance Corp

Financial Services
1.5K
+ 3.98%
$9.11 - $11.09 $13.7K - $16.6K
39.2K $413K
HES
Hess Corp

Energy
1
+ 0.88%
$126.32 - $161.29 $126 - $161
115 $15K
MSEX
Middlesex Water CO

Utilities
2
+ 0.64%
$54.18 - $66.57 $108 - $133
315 $17K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
7
+ 1.06%
$107.83 - $119.94 $755 - $840
668 $72K
LNT
Alliant Energy Corp

Utilities
3
+ 0.29%
$58.79 - $64.85 $176 - $195
1.04K $62K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3
+ 0.07%
$90.85 - $102.31 $273 - $307
4.1K $413K
SPH
Suburban Propane Partners LP

Utilities
39
+ 1.72%
$17.75 - $21.62 $692 - $843
2.31K $42K
WAT
Waters Corp

Healthcare
1
+ 0.37%
$307.71 - $366.67 $308 - $367
271 $94K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
25
+ 1.12%
$4.69 - $9.84 $117 - $246
2.25K $10K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
180
+ 1.85%
$15.08 - $16.68 $2.71K - $3K
9.91K $156K
LNTH
Lantheus Holdings, Inc.

Healthcare
2
+ 0.47%
$73.86 - $108.74 $148 - $217
431 $35K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
35
+ 0.29%
$9.75 - $10.96 $341 - $384
11.9K $123K
INVH
Invitation Homes Inc.

Real Estate
31
+ 0.78%
$30.53 - $35.47 $946 - $1.1K
4K $131K
ESPR
Esperion Therapeutics, Inc.

Healthcare
80
+ 0.45%
$0.73 - $1.41 $58.4 - $113
17.8K $17K
FDL
First Tr Morningstar Dividend

ETFs
26
+ 0.47%
$38.19 - $43.19 $993 - $1.12K
5.51K $230K
OGN
Organon & Co.

Healthcare
2.12K
+ 37.64%
$8.04 - $14.72 $17K - $31.2K
7.74K $74K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
104
+ 1.75%
$11.11 - $14.46 $1.16K - $1.5K
6.06K $75K
ENTG
Entegris Inc

Technology
3
+ 0.18%
$62.92 - $86.2 $189 - $259
1.67K $135K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
478
+ 692.75%
$105.72 - $1416.0 $50.5K - $677K
547 $61K
TRGP
Targa Resources Corp.

Energy
9
+ 0.47%
$157.32 - $205.72 $1.42K - $1.85K
1.94K $338K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
64.9K
+ 1099.7%
$87.84 - $1441.89 $5.71M - $93.6M
70.9K $6.39M
Activity Summary
Buys All Purchases 682 New Holdings 151 Increased Positions 531 Sells All Sells 1172 Reductions 1172 Sold out 0 Options Calls 0 Puts 0
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