Spire Wealth Management Purchases in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
5
+ 10.42%
$24.0 - $31.51 $120 - $158
53 $1K
Listed Fd Tr
121K
New
N/A
121K $0
WHD
Cactus, Inc.

Energy
1
+ 3.85%
$38.17 - $47.92 $38.2 - $47.9
27 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
8
+ 10.39%
$12.37 - $16.85 $99 - $135
85 $1K
CFLT
Confluent, Inc.

Technology
5
+ 10.0%
$15.91 - $27.35 $79.6 - $137
55 $1K
Morgan Stanley ETF Trust
217K
+ 145.6%
N/A
366K $0
KMX
Carmax Inc

Consumer Cyclical
1
+ 4.17%
$44.86 - $71.57 $44.9 - $71.6
25 $1K
J P Morgan Exchange Traded F
297K
+ 900615.12%
N/A
297K $0
Arista Networks Inc
27.6K
+ 48.5%
N/A
84.7K $0
LXP
Lxp Industrial Trust

Real Estate
16
+ 12.8%
$7.75 - $9.34 $124 - $149
141 $1K
FCPT
Four Corners Property Trust, Inc.

Real Estate
6
+ 12.77%
$24.37 - $27.18 $146 - $163
53 $1K
Goldman Sachs ETF Tr
25
New
N/A
25 $0
Ge Vernova Inc
10.2K
+ 224.81%
N/A
14.7K $0
GTX
Garrett Motion Inc.

Consumer Cyclical
24
+ 20.87%
$10.72 - $13.99 $257 - $336
139 $1K
Jacobs Solutions Inc
40
+ 6.24%
N/A
681 $0
Direxion Shs ETF Tr
305
+ 84.72%
N/A
665 $0
Tidal Tr Ii
86
+ 9.4%
N/A
1K $0
Nebius Group N V
602
New
N/A
602 $0
Amplify ETF Tr
200
+ 23.45%
N/A
1.05K $0
Tko Group Holdings Inc
7
+ 2.27%
N/A
315 $0
Noble Corp PLC
177
+ 9.88%
N/A
1.97K $0
Bunge Global Sa
116
+ 20.53%
N/A
681 $0
Armour Residential Reit Inc
198
+ 5.84%
N/A
3.59K $0
VRIG
Invesco Actively Managed ETF F

ETFs
7
+ 1.16%
$25.04 - $25.16 $175 - $176
611 $15K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
2
+ 1.17%
$87.98 - $90.53 $176 - $181
173 $15K
Lazard Inc
170
+ 15.14%
N/A
1.29K $0
Ishares Ethereum Tr
655
+ 41.17%
N/A
2.25K $0
AAPU
Direxion Shs ETF Tr Daily Aapl
2.2K
New
N/A
2.2K $0
Graniteshares ETF Tr
1.05K
+ 3483.33%
N/A
1.08K $0
Siriusxm Holdings Inc
400
+ 10.49%
N/A
4.21K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
68
+ 3.59%
N/A
1.96K $0
SNY
Sanofi

Healthcare
54
+ 2.99%
$45.07 - $51.35 $2.43K - $2.77K
1.86K $87K
Bgc Group Inc
3
+ 0.03%
N/A
9.29K $0
TFSL
Tfs Financial Corp

Financial Services
18
+ 2.11%
$12.61 - $14.23 $227 - $256
873 $11K
Oaktree Specialty Lending CO
1.7K
+ 39.44%
N/A
6.01K $0
BEP
Brookfield Renewable Partners L.P.

Utilities
5
+ 1.11%
$24.32 - $27.58 $122 - $138
456 $11K
CUBE
Cube Smart

Real Estate
4
+ 1.32%
$38.71 - $43.34 $155 - $173
308 $12K
Amc Entmt Hldgs Inc
1.28K
+ 41.57%
N/A
4.36K $0
South Bow Corp
339
+ 158.41%
N/A
553 $0
ILCG
Ishares Morningstar Growth ETF
509
New
N/A
509 $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
340
New
N/A
340 $0
BIP
Brookfield Infrastructure Partners L.P.

Utilities
7
+ 1.29%
$29.81 - $34.07 $209 - $238
551 $18K
Peakstone Realty Trust
210
+ 10.65%
N/A
2.18K $0
Smurfit Westrock PLC
4
+ 0.63%
N/A
640 $0
Amentum Holdings Inc
263
+ 30.2%
N/A
1.13K $0
DRN
Direxion Shs ETF Tr Direxion D

ETFs
25
+ 1.31%
$9.0 - $10.46 $225 - $262
1.93K $18K
Fidelity Covington Trust
100
+ 15.27%
N/A
755 $0
GGG
Graco Inc

Industrials
2
+ 0.65%
$82.58 - $88.81 $165 - $178
312 $26K
CUZ
Cousins Properties Inc

Real Estate
6
+ 0.69%
$26.53 - $29.82 $159 - $179
870 $25K
Activity Summary
Buys All Purchases 946 New Holdings 138 Increased Positions 808 Sells All Sells 759 Reductions 759 Sold out 0 Options Calls 0 Puts 0
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