Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.9K
+ 1067.14%
N/A
16.3K $388K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.5K
+ 8.3%
$23.92 - $26.89 $203K - $228K
111K $2.86M
VZ
Verizon Communications Inc

Communication Services
1.77K
+ 3.55%
$37.81 - $46.49 $67.1K - $82.5K
51.8K $2.35M
AVDE
American Centy ETF Tr Avantis

ETFs
5.23K
New
$60.63 - $68.55 $317K - $359K
5.23K $346K
CRWD
Crowd Strike Holdings, Inc.

Technology
82
+ 0.27%
$308.86 - $455.36 $25.3K - $37.3K
30.4K $10.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.5K
+ 132.5%
$29.34 - $31.31 $338K - $361K
20.2K $599K
AVY
Avery Dennison Corp

Industrials
1.9K
+ 630.9%
$174.58 - $195.91 $332K - $372K
2.2K $391K
JD
Jd.Com, Inc.

Consumer Cyclical
7.87K
+ 706.55%
$33.1 - $45.21 $261K - $356K
8.99K $369K
RL
Ralph Lauren Corp

Consumer Cyclical
1.48K
+ 709.57%
$215.68 - $286.74 $320K - $425K
1.69K $373K
EMB
Ishares Tr

ETFs
1.04K
+ 0.71%
$88.64 - $92.03 $92.3K - $95.8K
147K $13.3M
VRSK
Verisk Analytics, Inc.

Industrials
957
+ 71.15%
$268.63 - $301.33 $257K - $288K
2.3K $685K
SHW
Sherwin Williams CO

Basic Materials
749
+ 13.99%
$330.16 - $365.55 $247K - $274K
6.1K $2.13M
AJG
Arthur J. Gallagher & Co.

Financial Services
470
+ 19.8%
$275.89 - $345.24 $130K - $162K
2.84K $981K
KR
Kroger CO

Consumer Defensive
354
+ 0.82%
$58.36 - $67.72 $20.7K - $24K
43.5K $2.94M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.03K
+ 74.08%
$161.03 - $235.53 $326K - $477K
4.76K $788K
AMP
Ameriprise Financial Inc

Financial Services
683
+ 91.55%
$472.29 - $575.13 $323K - $393K
1.43K $691K
ES
Eversource Energy

Utilities
4.43K
+ 110.05%
$55.63 - $63.8 $247K - $283K
8.46K $525K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.24K
+ 113.65%
$91.76 - $103.26 $297K - $334K
6.09K $563K
SE
Sea LTD

Consumer Cyclical
2.22K
+ 1850.83%
$104.87 - $146.31 $233K - $325K
2.34K $305K
VICI
Vici Properties Inc.

Real Estate
8.95K
+ 2602.03%
$28.21 - $32.68 $253K - $293K
9.3K $303K
CSCO
Cisco Systems, Inc.

Technology
2.97K
+ 6.91%
$58.74 - $64.87 $175K - $193K
46K $2.84M
COP
Conocophillips

Energy
1.78K
+ 10.53%
$88.6 - $105.85 $157K - $188K
18.6K $1.96M
BJUL
Innovator U.S. Equity Buffer E

ETFs
7.32K
+ 29.19%
$42.65 - $46.09 $312K - $337K
32.4K $1.4M
WM
Waste Management Inc

Industrials
196
+ 2.51%
$200.54 - $233.78 $39.3K - $45.8K
8.01K $1.85M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
173
+ 1.77%
$132.75 - $177.12 $23K - $30.6K
9.94K $1.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.97K
+ 16.42%
$126.11 - $135.06 $248K - $266K
13.9K $1.8M
PATH
Ui Path, Inc.

Technology
25.9K
New
$9.97 - $15.19 $258K - $393K
25.9K $266K
PAYC
Paycom Software, Inc.

Technology
1.17K
+ 183.26%
$199.42 - $225.82 $234K - $264K
1.81K $395K
VLY
Valley National Bancorp

Financial Services
29.6K
New
$8.56 - $10.42 $254K - $309K
29.6K $263K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 36.34%
$21.75 - $24.28 $297K - $332K
51.2K $1.13M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.68K
+ 8.26%
$91.45 - $91.75 $245K - $245K
35.1K $3.22M
OXY
Occidental Petroleum Corp

Energy
5.17K
+ 152.52%
$45.45 - $52.7 $235K - $272K
8.56K $422K
BSX
Boston Scientific Corp

Healthcare
1.46K
+ 15.87%
$89.38 - $106.18 $130K - $155K
10.6K $1.07M
APA
Apa Corp

Energy
11.9K
+ 3421.78%
$18.54 - $25.45 $221K - $304K
12.3K $258K
JBL
Jabil Inc

Technology
1.83K
+ 302.82%
$130.51 - $173.33 $238K - $317K
2.43K $330K
MO
Altria Group, Inc.

Consumer Defensive
239
+ 0.83%
$50.81 - $60.02 $12.1K - $14.3K
29.1K $1.74M
HDB
Hdfc Bank LTD

Financial Services
3.53K
+ 770.96%
$58.06 - $66.85 $205K - $236K
3.99K $265K
CAT
Caterpillar Inc

Industrials
2K
+ 15.48%
$326.75 - $407.63 $653K - $815K
14.9K $4.92M
IXUS
Ishares Tr

ETFs
1.13K
+ 2.84%
$65.06 - $72.31 $73.3K - $81.5K
40.9K $2.85M
BJUN
Innovator U.S. Equity Buffer E

ETFs
5.7K
+ 60.96%
N/A
15.1K $588K
DFAE
Dimensional ETF Tr

ETFs
8.43K
+ 2382.49%
$24.64 - $26.86 $208K - $227K
8.79K $227K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.46K
+ 10.38%
$468.34 - $539.52 $1.62M - $1.86M
36.7K $17.2M
SSO
Proshares Ultra S&P 500

ETFs
17K
+ 13.82%
$80.57 - $100.21 $1.37M - $1.71M
140K $11.6M
CGDV
Capital Group Divid Value ETF

ETFs
5.01K
+ 6.13%
$34.95 - $37.36 $175K - $187K
86.6K $3.09M
MLM
Martin Marietta Materials Inc

Basic Materials
488
+ 64.04%
$460.39 - $552.64 $225K - $270K
1.25K $597K
IYF
Ishares Tr

ETFs
1.46K
+ 9.57%
$107.69 - $119.37 $157K - $174K
16.7K $1.89M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
10.8K
+ 13.25%
$16.18 - $17.82 $175K - $192K
92.3K $1.55M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.13K
+ 6.2%
$39.61 - $42.65 $164K - $176K
70.7K $2.88M
FNV
Franco Nevada Corp

Basic Materials
398
+ 13.12%
$120.72 - $157.56 $48K - $62.7K
3.43K $540K
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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