Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAH
Booz Allen Hamilton Holding Corp

Industrials
17
+ 8.9%
$102.72 - $143.06 $1.75K - $2.43K
208 $21K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1
+ 0.34%
$67.16 - $87.51 $67.2 - $87.5
294 $20K
ABR
Arbor Realty Trust Inc

Real Estate
8
+ 0.64%
$11.68 - $13.98 $93.4 - $112
1.25K $14K
PIPR
Piper Sandler Companies

Financial Services
1
+ 1.72%
$244.29 - $323.68 $244 - $324
59 $14K
ARGT
Global X Msci Argentina ETF

ETFs
2
+ 0.08%
$78.45 - $89.29 $157 - $179
2.5K $202K
HBAN
Huntington Bancshares Inc

Financial Services
219
+ 3.89%
$14.28 - $17.39 $3.13K - $3.81K
5.85K $87K
TDIV
First Trust Nasdaq Technology

ETFs
3
+ 0.31%
$73.39 - $83.95 $220 - $252
966 $71K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 2.24%
$333.37 - $384.99 $1K - $1.15K
137 $45K
DT
Dynatrace, Inc.

Technology
44
+ 5.68%
$47.15 - $62.42 $2.07K - $2.75K
819 $38K
CC
Chemours CO

Basic Materials
310
+ 12.92%
$13.41 - $19.99 $4.16K - $6.2K
2.71K $36K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
157
+ 15.05%
$18.53 - $29.07 $2.91K - $4.56K
1.2K $22K
LVS
Las Vegas Sands Corp

Consumer Cyclical
15
+ 4.45%
$38.18 - $50.93 $573 - $764
352 $13K
WDC
Western Digital Corp

Technology
7
+ 3.11%
$40.43 - $72.03 $283 - $504
232 $9K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.07K
+ 3.48%
$46.77 - $52.97 $50K - $56.6K
31.7K $1.49M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7
+ 0.2%
$48.02 - $53.02 $336 - $371
3.49K $172K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
86
+ 1.26%
$10.61 - $16.49 $912 - $1.42K
6.89K $85K
TRMB
Trimble Inc.

Technology
10
+ 0.9%
$65.52 - $77.49 $655 - $775
1.13K $73K
SAIA
Saia Inc

Industrials
3
+ 5.66%
$349.29 - $508.47 $1.05K - $1.53K
56 $19K
QLD
Proshares Ultra Qqq

ETFs
155
+ 15.67%
$88.88 - $119.12 $13.8K - $18.5K
1.14K $101K
WMS
Advanced Drainage Systems, Inc.

Industrials
2
+ 0.25%
$105.29 - $126.99 $211 - $254
818 $88K
TQQQ
Proshares Ultrapro Qqq

ETFs
56
+ 12.36%
$57.3 - $90.39 $3.21K - $5.06K
509 $29K
BALL
Ball Corp

Consumer Cyclical
43
+ 1.34%
$49.04 - $56.53 $2.11K - $2.43K
3.26K $169K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
135
+ 1.06%
$7.72 - $9.45 $1.04K - $1.28K
12.9K $103K
ASC
Ardmore Shipping Corp

Industrials
5
+ 0.16%
$9.06 - $13.6 $45.3 - $68
3.08K $30K
FLR
Fluor Corp

Industrials
30
+ 4.74%
$34.29 - $55.28 $1.03K - $1.66K
663 $23K
EWX
Spdr S&P Emerging Markets Smal

ETFs
338
+ 2.44%
$55.48 - $59.47 $18.8K - $20.1K
14.2K $803K
BMAY
Innovator U.S. Equity Buffer E

ETFs
1
+ 0.01%
$39.08 - $41.36 $39.1 - $41.4
15.2K $601K
IYT
Ishares Tr U.S. Transportation

ETFs
4
+ 0.17%
$63.37 - $73.39 $253 - $294
2.36K $150K
CRC
California Resources Corp

Energy
178
+ 8.22%
$39.17 - $54.42 $6.97K - $9.69K
2.34K $103K
APLD
Applied Blockchain, Inc.

Financial Services
200
+ 3.59%
$5.62 - $10.65 $1.12K - $2.13K
5.77K $32K
PKOH
Park Ohio Holdings Corp

Industrials
125
+ 4.61%
$21.28 - $25.7 $2.66K - $3.21K
2.84K $61K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
10
+ 0.23%
$7.67 - $12.44 $76.7 - $124
4.29K $37K
KBE
Spdr S&P Bank ETF

ETFs
18
+ 0.35%
$51.28 - $59.92 $923 - $1.08K
5.15K $272K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
794
+ 8.01%
$21.0 - $24.67 $16.7K - $19.6K
10.7K $225K
OLN
Olin Corp

Basic Materials
138
+ 8.54%
$23.36 - $34.41 $3.22K - $4.75K
1.75K $42K
FITB
Fifth Third Bancorp

Financial Services
372
+ 4.21%
$37.48 - $44.96 $13.9K - $16.7K
9.21K $360K
LAMR
Lamar Advertising CO

Real Estate
22
+ 1.17%
$110.65 - $132.9 $2.43K - $2.92K
1.9K $215K
DHI
Horton D R Inc

Consumer Cyclical
14
+ 1.18%
$125.29 - $147.65 $1.75K - $2.07K
1.2K $152K
CABO
Cable One, Inc.

Communication Services
67
+ 21.27%
$226.48 - $373.32 $15.2K - $25K
382 $101K
QDEL
Quidel Ortho Corp

Healthcare
78
+ 4.7%
$34.78 - $47.61 $2.71K - $3.71K
1.74K $60K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4
+ 0.03%
$74.34 - $81.0 $297 - $324
12K $914K
LSTR
Landstar System Inc

Industrials
7
+ 1.0%
$146.63 - $177.82 $1.03K - $1.24K
707 $106K
RFG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.06%
$43.07 - $51.51 $86.1 - $103
3.14K $137K
BAC
Bank Of America Corp

Financial Services
3.37K
+ 4.79%
$39.61 - $47.74 $134K - $161K
73.8K $3.08M
CG
Carlyle Group Inc.

Financial Services
428
+ 8.67%
$40.03 - $56.96 $17.1K - $24.4K
5.37K $233K
PBF
Pbf Energy Inc.

Energy
210
+ 7.89%
$18.97 - $31.31 $3.98K - $6.58K
2.87K $54K
DDOG
Datadog, Inc.

Technology
25
+ 5.52%
$98.68 - $151.89 $2.47K - $3.8K
478 $47K
LESL
Leslie'S, Inc.

Consumer Cyclical
3.29K
+ 25.58%
$0.74 - $2.3 $2.43K - $7.57K
16.2K $11K
PHO
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.26%
$63.77 - $68.75 $2.61K - $2.82K
16.1K $1.04M
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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