Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRNA
Moderna, Inc.

Healthcare
4.22K
+ 77.94%
$23.65 - $28.54 $99.9K - $120K
9.64K $265K
NET
Cloudflare, Inc.

Technology
158
+ 16.42%
$97.08 - $195.83 $15.3K - $30.9K
1.12K $219K
EWC
Ishares Msci Canada ETF

ETFs
108
+ 0.59%
$37.17 - $46.2 $4.01K - $4.99K
18.4K $851K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
255
+ 5.31%
$101.93 - $128.63 $26K - $32.8K
5.05K $649K
FLNG
Flex Lng Ltd.

Energy
7.06K
+ 13.07%
$20.21 - $24.88 $143K - $176K
61.1K $1.34M
LHX
L3 Harris Technologies, Inc.

Industrials
16
+ 0.69%
$200.21 - $256.99 $3.2K - $4.11K
2.33K $585K
NVTS
Navitas Semiconductor Corp

Technology
14.8K
+ 1480.0%
$1.61 - $8.09 $23.8K - $120K
15.8K $103K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
954
+ 65.34%
$40.51 - $71.03 $38.6K - $67.8K
2.41K $169K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.07K
+ 555.73%
$68.47 - $102.48 $73.1K - $109K
1.26K $115K
UPRO
Proshares Trust Proshares Ultr

ETFs
1.1K
New
$50.65 - $91.44 $55.8K - $101K
1.1K $100K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
9K
+ 39.92%
$10.78 - $11.57 $97K - $104K
31.5K $356K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
409
New
$164.46 - $237.28 $67.3K - $97K
409 $97K
TM
Toyota Motor Corp

Consumer Cyclical
575
+ 136.58%
$158.63 - $195.39 $91.2K - $112K
996 $171K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
4.6K
+ 22.09%
$20.85 - $24.04 $95.8K - $111K
25.4K $594K
PWV
Invesco Exchange Traded Fd Tr

ETFs
128
+ 0.38%
$52.26 - $62.14 $6.69K - $7.95K
33.4K $2.07M
VRT
Vertiv Holdings CO

Industrials
1.1K
+ 41.3%
N/A
3.75K $324K
BBUS
J P Morgan Exchg Traded Fd

ETFs
809
+ 189.46%
$89.63 - $111.92 $72.5K - $90.5K
1.24K $138K
QBTS
D Wave Quantum Inc.

Technology
6.07K
+ 1213.2%
$6.22 - $19.04 $37.7K - $115K
6.57K $96K
FIS
Fidelity National Information Services, Inc.

Technology
1.13K
+ 1396.3%
$68.14 - $82.13 $77.1K - $92.9K
1.21K $98K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.35K
+ 34.04%
$33.86 - $45.77 $45.7K - $61.8K
5.32K $243K
PEN
Penumbra Inc

Healthcare
354
New
$253.22 - $299.78 $89.6K - $106K
354 $90K
QLD
Proshares Ultra Qqq

ETFs
480
+ 41.96%
$69.34 - $117.71 $33.3K - $56.5K
1.62K $191K
LECO
Lincoln Electric Holdings Inc

Industrials
404
+ 132.89%
$167.18 - $211.38 $67.5K - $85.4K
708 $146K
CVLT
Commvault Systems Inc

Technology
504
+ 494.12%
$139.35 - $190.99 $70.2K - $96.3K
606 $105K
WDAY
Workday, Inc.

Technology
317
+ 15.42%
$210.47 - $274.71 $66.7K - $87.1K
2.37K $569K
JOBY
Joby Aviation, Inc.

Industrials
302
+ 1.62%
$5.33 - $10.55 $1.61K - $3.19K
19K $199K
USD
Proshares Ultra Semiconductors

ETFs
16
+ 0.63%
$29.19 - $74.0 $467 - $1.18K
2.55K $188K
SNPS
Synopsys Inc

Technology
53
+ 7.66%
$380.9 - $517.66 $20.2K - $27.4K
745 $381K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
16
+ 0.24%
$57.46 - $75.58 $919 - $1.21K
6.69K $505K
RJF
Raymond James Financial Inc

Financial Services
532
+ 2533.33%
$123.65 - $153.88 $65.8K - $81.9K
553 $84K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
896
+ 71.05%
$65.84 - $80.81 $59K - $72.4K
2.16K $172K
AIT
Applied Industrial Technologies Inc

Industrials
267
+ 10.34%
$206.03 - $243.28 $55K - $65K
2.85K $662K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.52K
New
$23.85 - $32.24 $60.1K - $81.2K
2.52K $78K
CARR
Carrier Global Corp

Industrials
100
+ 1.41%
$55.55 - $75.83 $5.56K - $7.58K
7.19K $525K
VCIT
Vanguard Intermediate Term Cor

ETFs
764
+ 7.55%
$79.56 - $82.92 $60.8K - $63.4K
10.9K $902K
FOXA
Fox Corp

Communication Services
1.32K
+ 291.63%
$47.21 - $57.04 $62.5K - $75.5K
1.78K $99K
ENPH
Enphase Energy, Inc.

Technology
1.9K
+ 3883.67%
$34.56 - $62.52 $65.8K - $119K
1.95K $77K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.47K
+ 10.23%
$11.71 - $13.88 $40.6K - $48.1K
37.4K $518K
VPU
Vanguard Utilities ETF

ETFs
251
+ 5.14%
$158.36 - $178.82 $39.7K - $44.9K
5.14K $906K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
4.3K
+ 76.04%
$8.91 - $14.41 $38.3K - $62K
9.96K $129K
BMBL
Bumble Inc.

Technology
10.7K
New
$3.65 - $6.59 $39.1K - $70.5K
10.7K $70K
ITUB
Itau Unibanco Holding S.A.

Financial Services
356
+ 0.69%
$5.24 - $6.81 $1.87K - $2.42K
51.9K $352K
EXPD
Expeditors International Of Washington Inc

Industrials
608
+ 533.33%
$102.84 - $122.24 $62.5K - $74.3K
722 $82K
SAND
Sandstorm Gold LTD

Basic Materials
50
+ 0.14%
$6.82 - $9.53 $341 - $476
36.9K $346K
PFG
Principal Financial Group Inc

Financial Services
867
+ 221.74%
$69.56 - $86.19 $60.3K - $74.7K
1.26K $99K
ESS
Essex Property Trust, Inc.

Real Estate
241
+ 12050.0%
N/A
243 $66K
PAPR
Innovator U.S. Equity Power Bu

ETFs
360
+ 1.13%
$33.22 - $37.29 $12K - $13.4K
32.3K $1.2M
CINF
Cincinnati Financial Corp

Financial Services
431
+ 247.7%
$126.6 - $151.6 $54.6K - $65.3K
605 $90K
NN
Nextnav Inc.

Communication Services
2K
+ 18.18%
$10.96 - $15.32 $21.9K - $30.6K
13K $197K
Activity Summary
Buys All Purchases 682 New Holdings 151 Increased Positions 531 Sells All Sells 1172 Reductions 1172 Sold out 0 Options Calls 0 Puts 0
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