Spire Wealth Management Purchases in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UHAL
Amerco

Industrials
17
+ 3.59%
$55.87 - $63.85 $950 - $1.09K
490 $27K
EQH
Equitable Holdings, Inc.

Financial Services
2
+ 3.7%
$50.09 - $55.88 $100 - $112
56 $2K
FSTA
Fidelity Covington Tr Msci Con

ETFs
10
+ 0.87%
$49.57 - $52.57 $496 - $526
1.15K $57K
CRS
Carpenter Technology Corp

Industrials
1
+ 2.0%
$232.4 - $287.42 $232 - $287
51 $12K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
239
+ 2.26%
$9.36 - $9.87 $2.24K - $2.36K
10.8K $102K
SRTY
Proshares Tr Ultrashort Short

ETFs
3
+ 2.21%
$11.49 - $17.28 $34.5 - $51.8
139 $1K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
+ 0.68%
$79.9 - $92.0 $79.9 - $92
149 $11K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
3
+ 2.73%
$25.09 - $33.65 $75.3 - $101
113 $2K
OSCR
Oscar Health, Inc.

Healthcare
50
+ 5.26%
$13.42 - $20.45 $671 - $1.02K
1K $18K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
840
+ 12.3%
$6.54 - $7.97 $5.49K - $6.69K
7.67K $51K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.09%
$42.56 - $49.08 $42.6 - $49.1
1.08K $46K
PB
Prosperity Bancshares Inc

Financial Services
25
+ 2.19%
$65.12 - $74.71 $1.63K - $1.87K
1.16K $77K
ALGN
Align Technology Inc

Healthcare
12
+ 16.9%
$124.88 - $207.19 $1.5K - $2.49K
83 $10K
EXR
Extra Space Storage Inc.

Real Estate
9
+ 1.5%
$134.36 - $152.88 $1.21K - $1.38K
610 $85K
DG
Dollar General Corp

Consumer Defensive
40
+ 6.26%
$101.86 - $116.32 $4.07K - $4.65K
679 $70K
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 2.5%
$152.31 - $306.29 $152 - $306
41 $7K
UL
Unilever PLC

Consumer Defensive
44
+ 1.35%
$58.43 - $65.01 $2.57K - $2.86K
3.3K $195K
LSTR
Landstar System Inc

Industrials
2
+ 0.66%
$120.68 - $146.55 $241 - $293
305 $37K
FLR
Fluor Corp

Industrials
2
+ 0.31%
$39.99 - $56.77 $80 - $114
639 $26K
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.36%
$212.64 - $225.25 $1.06K - $1.13K
1.38K $294K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
9
+ 0.26%
$24.0 - $27.1 $216 - $244
3.49K $86K
CNI
Canadian National Railway CO

Industrials
2
+ 0.25%
$92.01 - $106.6 $184 - $213
802 $75K
CDW
Cdw Corp

Technology
1
+ 0.19%
$156.97 - $182.84 $157 - $183
516 $82K
FDS
Factset Research Systems Inc

Financial Services
2
+ 3.03%
$283.86 - $450.3 $568 - $901
68 $19K
KMI
Kinder Morgan, Inc.

Energy
26
+ 0.2%
$26.23 - $28.5 $682 - $741
13.3K $377K
DOW
Dow Inc.

Basic Materials
42
+ 0.98%
$20.87 - $30.37 $877 - $1.28K
4.31K $98K
INDA
Ishares Msci India Index Fund

ETFs
77
+ 1.46%
$51.98 - $55.84 $4K - $4.3K
5.35K $278K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3
+ 0.4%
$35.51 - $58.78 $107 - $176
753 $27K
DAR
Darling Ingredients Inc.

Consumer Defensive
49
+ 1.82%
$29.74 - $39.45 $1.46K - $1.93K
2.74K $84K
BALL
Ball Corp

Consumer Cyclical
1
+ 0.03%
$48.47 - $59.71 $48.5 - $59.7
3.26K $164K
ACI
Albertsons Companies, Inc.

Consumer Defensive
92
+ 1.63%
$17.45 - $22.74 $1.61K - $2.09K
5.73K $100K
TW
Tradeweb Markets Inc.

Financial Services
5
+ 0.82%
$110.5 - $146.12 $553 - $731
612 $67K
HDB
Hdfc Bank LTD

Financial Services
4.13K
+ 107.92%
$34.14 - $78.94 $141K - $326K
7.96K $271K
KKR
Kkr & Co. Inc.

Financial Services
57
+ 0.51%
$129.95 - $152.16 $7.41K - $8.67K
11.1K $1.45M
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 0.27%
$242.3 - $312.95 $485 - $626
732 $184K
ET
Energy Transfer LP

Energy
929
+ 1.48%
$17.11 - $18.16 $15.9K - $16.9K
63.8K $1.09M
KR
Kroger CO

Consumer Defensive
898
+ 3.5%
$64.52 - $74.35 $57.9K - $66.8K
26.5K $1.79M
HON
Honeywell International Inc

Industrials
205
+ 4.27%
$207.7 - $240.4 $42.6K - $49.3K
5K $1.05M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.05%
$332.69 - $399.0 $333 - $399
2.01K $667K
UPS
United Parcel Service Inc

Industrials
44
+ 0.83%
$82.58 - $105.54 $3.63K - $4.64K
5.33K $445K
IBM
International Business Machines Corp

Technology
136
+ 1.13%
$234.77 - $292.47 $31.9K - $39.8K
12.2K $3.44M
TTD
Trade Desk, Inc.

Technology
44
+ 0.59%
$43.93 - $89.76 $1.93K - $3.95K
7.56K $370K
COST
Costco Wholesale Corp

Consumer Defensive
1.6K
+ 6.09%
$915.95 - $994.57 $1.47M - $1.59M
27.9K $25.8M
MAR
Marriott International Inc

Consumer Cyclical
656
+ 1.67%
$255.35 - $282.87 $168K - $186K
40K $10.4M
NFLX
Netflix Inc

Communication Services
476
+ 2.97%
$1147.87 - $1297.18 $546K - $617K
16.5K $19.8M
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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