Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICLR
Icon PLC

Healthcare
12
+ 1.87%
$174.99 - $222.58 $2.1K - $2.67K
655 $114K
IFF
International Flavors & Fragrances Inc

Basic Materials
20
+ 0.61%
$76.48 - $87.72 $1.53K - $1.75K
3.28K $254K
TDW
Tidewater Inc

Energy
498
+ 14.29%
$39.93 - $57.69 $19.9K - $28.7K
3.98K $168K
IR
Ingersoll Rand Inc.

Industrials
59
+ 2.18%
$79.44 - $94.23 $4.69K - $5.56K
2.76K $221K
SYM
Symbotic Inc.

Financial Services
1.01K
+ 8.04%
$20.16 - $33.5 $20.4K - $33.9K
13.6K $274K
PSTG
Pure Storage, Inc.

Technology
6
+ 0.42%
$44.27 - $72.37 $266 - $434
1.43K $63K
WDAY
Workday, Inc.

Technology
95
+ 4.84%
$233.53 - $277.82 $22.2K - $26.4K
2.06K $480K
ELMD
Electromed, Inc.

Healthcare
5
+ 0.11%
$23.34 - $35.47 $117 - $177
4.41K $105K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
160
+ 1.88%
$96.88 - $111.25 $15.5K - $17.8K
8.66K $865K
CHY
Calamos Convertible & High Income Fund

Financial Services
868
+ 4.89%
$10.1 - $12.0 $8.77K - $10.4K
18.6K $188K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.68K
+ 9.02%
$24.91 - $29.02 $116K - $136K
56.5K $1.41M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
250
+ 5.01%
$14.67 - $22.01 $3.67K - $5.5K
5.24K $80K
APO
Apollo Global Management, Inc.

Financial Services
26
+ 2.12%
$126.01 - $172.06 $3.28K - $4.47K
1.25K $171K
VT
Vanguard Total World Stk Index

ETFs
21
+ 0.09%
$115.08 - $123.97 $2.42K - $2.6K
22.5K $2.61M
LEN
Lennar Corp

Consumer Cyclical
9
+ 0.59%
$113.93 - $141.54 $1.03K - $1.27K
1.53K $175K
PFF
Ishares Trust Ishares Pfd And

ETFs
190
+ 0.32%
$30.73 - $32.26 $5.84K - $6.13K
59.1K $1.82M
CSL
Carlisle Companies Inc

Industrials
54
+ 2.83%
$326.43 - $408.24 $17.6K - $22K
1.96K $667K
FSS
Federal Signal Corp

Industrials
14
+ 0.7%
$73.55 - $101.32 $1.03K - $1.42K
2.02K $148K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
74
+ 0.83%
$108.02 - $120.45 $7.99K - $8.91K
9.03K $993K
PNC
Pnc Financial Services Group, Inc.

Financial Services
69
+ 2.16%
$168.84 - $202.89 $11.6K - $14K
3.26K $572K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.63K
+ 3.43%
$64.88 - $72.1 $106K - $118K
49.2K $3.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
501
+ 4.35%
$114.9 - $139.6 $57.6K - $69.9K
12K $1.41M
DLR
Digital Realty Trust, Inc.

Real Estate
384
+ 12.37%
$142.1 - $183.56 $54.6K - $70.5K
3.49K $499K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
45
+ 1.84%
$203.38 - $274.79 $9.15K - $12.4K
2.49K $512K
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 0.35%
$123.3 - $154.95 $986 - $1.24K
2.31K $295K
ET
Energy Transfer LP

Energy
2.28K
+ 2.22%
$17.26 - $21.08 $39.4K - $48.1K
105K $1.96M
FIX
Comfort Systems Usa Inc

Industrials
90
+ 9.84%
$313.26 - $550.27 $28.2K - $49.5K
1.01K $323K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
616
+ 8.66%
$161.27 - $192.3 $99.3K - $118K
7.73K $1.25M
PFE
Pfizer Inc

Healthcare
128
+ 0.19%
$25.01 - $27.13 $3.2K - $3.47K
68.3K $1.73M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13
+ 0.53%
$522.96 - $601.18 $6.8K - $7.82K
2.48K $1.32M
EMR
Emerson Electric CO

Industrials
114
+ 1.67%
$108.64 - $131.17 $12.4K - $15K
6.95K $761K
NKE
Nike, Inc.

Consumer Cyclical
416
+ 4.4%
$63.29 - $81.72 $26.3K - $34K
9.87K $626K
VST
Vistra Corp.

Utilities
469
+ 6.57%
$108.49 - $191.89 $50.9K - $90K
7.6K $892K
NEP
Nextera Energy Partners, LP

Utilities
1.5K
+ 11.72%
$8.38 - $18.87 $12.6K - $28.3K
14.3K $129K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.22K
+ 3.33%
$168.16 - $186.21 $373K - $413K
68.9K $11.8M
TTEK
Tetra Tech Inc

Industrials
266
+ 2.56%
$28.26 - $42.58 $7.52K - $11.3K
10.6K $311K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
173
+ 0.59%
$49.34 - $55.91 $8.54K - $9.67K
29.3K $1.47M
NVO
Novo Nordisk A S

Healthcare
978
+ 8.23%
$69.3 - $90.95 $67.8K - $88.9K
12.9K $893K
ARES
Ares Management Corp

Financial Services
123
+ 2.51%
$140.19 - $198.28 $17.2K - $24.4K
5.03K $737K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
268
+ 1.55%
$81.1 - $94.7 $21.7K - $25.4K
17.5K $1.42M
RC
Ready Capital Corp

Real Estate
4.16K
+ 4.56%
$4.9 - $7.05 $20.4K - $29.3K
95.3K $484K
URI
United Rentals, Inc.

Industrials
39
+ 1.78%
$594.17 - $789.56 $23.2K - $30.8K
2.23K $1.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
813
+ 0.99%
$32.49 - $37.99 $26.4K - $30.9K
83K $2.78M
CGGR
Capital Group Growth ETF Shs C

ETFs
551
+ 0.82%
$33.98 - $39.84 $18.7K - $22K
68K $2.33M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.5K
+ 4.43%
$67.24 - $84.27 $101K - $126K
35.3K $2.41M
VXF
Vanguard Extended Market ETF

ETFs
214
+ 1.42%
$170.36 - $201.04 $36.5K - $43K
15.3K $2.63M
SOFI
So Fi Technologies, Inc.

Financial Services
3.99K
+ 5.02%
$11.18 - $18.03 $44.6K - $71.8K
83.4K $969K
KKR
Kkr & Co. Inc.

Financial Services
443
+ 3.93%
$108.17 - $167.07 $47.9K - $74K
11.7K $1.35M
AXON
Axon Enterprise, Inc.

Industrials
485
+ 5.72%
$496.65 - $710.01 $241K - $344K
8.96K $4.71M
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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