Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PNR
Pentair PLC

Industrials
15.8K
+ 2487.09%
$84.0 - $105.35 $1.33M - $1.66M
16.4K $1.44M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
34.1K
+ 86.91%
$38.92 - $41.1 $1.33M - $1.4M
73.4K $2.87M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.2K
+ 30.31%
$73.78 - $76.59 $1.12M - $1.16M
65.2K $4.99M
YINN
Direxion Shs ETF Tr

ETFs
30K
New
$23.11 - $52.34 $694K - $1.57M
30K $1.24M
PMAR
Innovator U.S. Equity Power Bu

ETFs
30.9K
+ 131.21%
$39.51 - $41.0 $1.22M - $1.27M
54.5K $2.18M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
32.4K
+ 157.47%
$37.87 - $39.86 $1.23M - $1.29M
52.9K $2.02M
GE
General Electric CO

Industrials
4.7K
+ 57.09%
$168.59 - $212.13 $792K - $997K
12.9K $2.59M
TGT
Target Corp

Consumer Defensive
12.7K
+ 305.25%
$103.65 - $142.5 $1.32M - $1.82M
16.9K $1.77M
ON
On Semiconductor Corp

Technology
30.7K
+ 1384.39%
$40.69 - $64.51 $1.25M - $1.98M
32.9K $1.34M
T
At&T Inc.

Communication Services
33.1K
+ 71.72%
$21.56 - $28.28 $714K - $937K
79.3K $2.24M
TMUS
T Mobile Us, Inc.

Communication Services
3.96K
+ 226.03%
$211.3 - $272.83 $837K - $1.08M
5.71K $1.52M
EXC
Exelon Corp

Utilities
22.9K
+ 245.19%
$37.3 - $46.08 $853K - $1.05M
32.2K $1.48M
MPC
Marathon Petroleum Corp

Energy
7.39K
+ 300.9%
$134.72 - $159.03 $995K - $1.17M
9.84K $1.43M
AXP
American Express CO

Financial Services
4.25K
+ 119.46%
$255.39 - $325.87 $1.09M - $1.39M
7.82K $2.1M
TW
Tradeweb Markets Inc.

Financial Services
6.93K
+ 1661.39%
$123.42 - $148.46 $855K - $1.03M
7.35K $1.09M
EPD
Enterprise Products Partners L.P.

Energy
26.5K
+ 92.08%
$31.75 - $34.14 $841K - $905K
55.3K $1.89M
MTZ
Mastec Inc

Industrials
8.36K
+ 4181.5%
$108.66 - $160.79 $909K - $1.34M
8.56K $999K
INTC
Intel Corp

Technology
39.6K
+ 156.32%
$19.1 - $27.39 $756K - $1.08M
64.9K $1.47M
AEM
Agnico Eagle Mines LTD

Basic Materials
7.02K
+ 109.41%
$79.66 - $108.41 $560K - $761K
13.4K $1.46M
PLMR
Palomar Holdings, Inc.

Financial Services
6.68K
New
$101.51 - $137.08 $678K - $916K
6.68K $915K
GTO
Invesco Actively Managed ETF T

ETFs
13.3K
+ 2.42%
$45.9 - $47.37 $608K - $628K
561K $26.3M
HALO
Halozyme Therapeutics, Inc.

Healthcare
14.1K
+ 9919.01%
$47.74 - $65.16 $672K - $918K
14.2K $907K
TGTX
Tg Therapeutics, Inc.

Healthcare
22.8K
+ 5687.5%
$27.67 - $42.99 $629K - $978K
23.2K $912K
ED
Consolidated Edison Inc

Utilities
7.48K
+ 228.34%
$88.0 - $110.59 $658K - $827K
10.8K $1.19M
JNJ
Johnson & Johnson

Healthcare
2.39K
+ 10.4%
$142.06 - $167.7 $339K - $400K
25.3K $4.2M
PLTR
Palantir Technologies Inc.

Technology
205
+ 0.21%
$64.98 - $124.62 $13.3K - $25.5K
97.6K $8.24M
OMFL
Invesco Exchange Traded Self I

ETFs
16.3K
New
$52.19 - $57.45 $852K - $938K
16.3K $870K
EVER
Ever Quote, Inc.

Communication Services
33.1K
New
$17.84 - $29.71 $590K - $982K
33.1K $865K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.3K
+ 19.25%
$76.94 - $78.28 $796K - $810K
64.1K $5.02M
DASH
Door Dash, Inc.

Communication Services
4.67K
+ 732.34%
$168.37 - $213.38 $785K - $995K
5.3K $969K
TPL
Texas Pacific Land Corp

Energy
637
New
$1180.08 - $1431.01 $752K - $912K
637 $844K
IBHE
Ishares Ibonds 2025 Term High

ETFs
36.2K
+ 4211.28%
$23.16 - $23.32 $839K - $845K
37.1K $861K
PSA
Public Storage

Real Estate
2.79K
+ 678.1%
$288.99 - $313.98 $805K - $875K
3.2K $957K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.58K
+ 0.47%
$95.85 - $99.25 $151K - $157K
335K $33.2M
BCS
Barclays PLC

Financial Services
52.7K
+ 654.94%
$12.69 - $16.25 $669K - $857K
60.8K $933K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
27.3K
New
$22.39 - $33.23 $612K - $909K
27.3K $825K
TFLO
Ishares Treasury Floating Rate

ETFs
16K
+ 104.32%
$50.48 - $50.68 $808K - $811K
31.4K $1.59M
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.1%
$169.2 - $216.66 $4.4K - $5.63K
25.3K $5.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.72K
+ 1.34%
$44.41 - $45.98 $343K - $355K
585K $26.7M
NUE
Nucor Corp

Basic Materials
6.4K
+ 103.41%
$114.48 - $142.52 $733K - $912K
12.6K $1.52M
PG
Procter & Gamble CO

Consumer Defensive
3.53K
+ 5.25%
$158.56 - $176.26 $560K - $622K
70.7K $12M
HTRB
Hartford Fds Total Return Bd E

ETFs
11.4K
+ 1.5%
$33.03 - $34.09 $375K - $387K
770K $26.1M
PHYS
Sprott Physical Gold Trust

Financial Services
13.6K
+ 12.09%
$20.25 - $24.06 $276K - $328K
126K $3.04M
ERJ
Embraer S.A.

Industrials
16.4K
+ 1899.3%
$37.11 - $56.4 $608K - $924K
17.3K $797K
EFV
Msci Eafe Value ETF

ETFs
211
+ 0.18%
$51.88 - $60.73 $10.9K - $12.8K
115K $6.78M
FTCS
First Trust Capital Strength E

ETFs
8.43K
New
$86.39 - $91.35 $728K - $770K
8.43K $755K
HCA
Hca Healthcare, Inc.

Healthcare
745
+ 7.52%
$296.7 - $345.55 $221K - $257K
10.7K $3.68M
WBD
Warner Bros. Discovery, Inc.

Communication Services
65.3K
+ 243.52%
$9.47 - $11.46 $619K - $749K
92.1K $988K
MWA
Mueller Water Products, Inc.

Industrials
27.4K
+ 5488.0%
$21.65 - $28.24 $594K - $775K
27.9K $710K
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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