Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JGRO
J P Morgan Exchange Traded Fd
118
+ 210.71%
N/A
174 $0
Vaneck Bitcoin ETF
395
+ 464.71%
N/A
480 $0
South Bow Corp
220
+ 102.8%
N/A
434 $0
Tidal Tr Ii
534
New
N/A
534 $0
TFSL
Tfs Financial Corp

Financial Services
19
+ 2.32%
$12.02 - $13.88 $228 - $264
837 $10K
AMED
Amedisys Inc

Healthcare
1
+ 0.95%
$90.44 - $92.9 $90.4 - $92.9
106 $9K
Amc Entmt Hldgs Inc
2.72K
+ 757.66%
N/A
3.08K $0
FMIL
Fidelity Covington Tr New Mill
201
New
N/A
201 $0
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
1
+ 0.48%
$39.95 - $42.5 $40 - $42.5
208 $8K
Tidal Tr Ii
400
New
N/A
400 $0
Grayscale Ethereum Mini Tr E
220
+ 112.82%
N/A
415 $0
PHYL
Pgim ETF Tr

ETFs
4
+ 2.2%
$34.67 - $35.44 $139 - $142
186 $6K
WMG
Warner Music Group Corp.

Communication Services
4
+ 2.06%
$29.3 - $36.3 $117 - $145
198 $6K
FLO
Flowers Foods Inc

Consumer Defensive
17
+ 5.67%
$18.05 - $20.78 $307 - $353
317 $6K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1
+ 0.38%
N/A
261 $5K
Rbb Fd Inc
220
New
N/A
220 $0
NU
Nu Holdings Ltd.

Financial Services
22
+ 4.19%
$10.12 - $13.95 $223 - $307
547 $5K
EGY
Vaalco Energy Inc

Energy
22
+ 1.63%
$3.71 - $4.74 $81.6 - $104
1.37K $5K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1
+ 0.61%
$28.25 - $31.5 $28.3 - $31.5
164 $4K
J P Morgan Exchange Traded F
36
+ 81.82%
N/A
80 $0
BFB
Brown Forman Corp Cl B
58
+ 75.32%
N/A
135 $0
Net Lease Office Properties
3
+ 2.24%
N/A
137 $0
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
7
+ 2.09%
$11.83 - $13.03 $82.8 - $91.2
342 $4K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.7%
$25.98 - $28.59 $26 - $28.6
143 $3K
Orchid Is Cap Inc
500
New
N/A
500 $0
GRMN
Garmin LTD

Technology
1
+ 6.67%
$204.55 - $241.93 $205 - $242
16 $3K
BETZ
Listed Fds Trroundhill Sports
2
+ 1.11%
N/A
182 $0
RNW
Re New Energy Global PLC

Utilities
128
+ 28.89%
$5.82 - $6.95 $745 - $890
571 $3K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
2
+ 1.0%
$16.1 - $18.9 $32.2 - $37.8
202 $3K
VABK
Virginia National Bankshares Corp

Financial Services
1
+ 1.12%
$33.66 - $37.75 $33.7 - $37.8
90 $3K
CHK
Chesapeake Energy Corp

Energy
1
+ 3.57%
N/A
29 $2K
RJF
Raymond James Financial Inc

Financial Services
3
+ 16.67%
$137.62 - $172.64 $413 - $518
21 $2K
Concentra Group Holdings Par
135
New
N/A
135 $0
Grail Inc
81
+ 245.45%
N/A
114 $0
Servicetitan Inc
29
New
N/A
29 $0
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 10.0%
$238.0 - $284.76 $238 - $285
11 $2K
Abrdn Asia Pacific Income Fu
166
New
N/A
166 $0
PED
Pedevco Corp

Energy
9
+ 0.25%
$0.7 - $0.91 $6.3 - $8.19
3.64K $2K
Niocorp Devs LTD
1.05K
New
N/A
1.05K $0
ACHRWS
Archer Aviation Inc Wt Exp 09/
1K
New
N/A
1K $0
JEMA
Jpmorgan Activebuilders Emergi

ETFs
9
+ 23.68%
$36.46 - $39.9 $328 - $359
47 $1K
DLB
Dolby Laboratories, Inc.

Industrials
3
+ 15.79%
$76.37 - $87.32 $229 - $262
22 $1K
UTHR
United Therapeutics Corp

Healthcare
2
+ 66.67%
$304.42 - $380.78 $609 - $762
5 $1K
GCT
Giga Cloud Technology Inc.

Technology
100
New
N/A
100 $0
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
1.01K
+ 100.6%
$0.63 - $2.2 $634 - $2.21K
2.01K $1K
GSHD
Goosehead Insurance, Inc.

Financial Services
1
+ 10.0%
$98.59 - $123.84 $98.6 - $124
11 $1K
KSS
Kohls Corp

Consumer Cyclical
23
+ 17.83%
$8.06 - $14.12 $185 - $325
152 $1K
Bank America Corp
1
New
N/A
1 $0
Biovie Inc
800
+ 320.0%
N/A
1.05K $0
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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