Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QS
Quantum Scape Corp

Consumer Cyclical
8.2K
+ 256.25%
$3.47 - $7.65 $28.5K - $62.7K
11.4K $76K
AVDE
American Centy ETF Tr Avantis

ETFs
262
+ 5.01%
$59.32 - $74.36 $15.5K - $19.5K
5.5K $406K
EME
Emcor Group, Inc.

Industrials
14
+ 4.43%
$342.02 - $534.89 $4.79K - $7.49K
330 $176K
IRMD
Iradimed Corp

Healthcare
1K
New
$48.67 - $60.8 $48.7K - $60.8K
1K $59K
ACHR
Archer Aviation Inc.

Industrials
686
+ 4.95%
$6.2 - $13.3 $4.25K - $9.12K
14.5K $157K
IDV
Ishares Tr

ETFs
1.18K
+ 22.76%
$27.79 - $34.84 $32.8K - $41.2K
6.38K $220K
SEDG
Solaredge Technologies, Inc.

Technology
2.79K
+ 706.33%
$11.58 - $23.98 $32.3K - $66.9K
3.19K $64K
LCID
Lucid Group, Inc.

Consumer Cyclical
32.2K
+ 100.49%
$2.1 - $2.96 $67.6K - $95.4K
64.3K $135K
DKNG
Draft Kings Inc.

Consumer Cyclical
991
+ 60.39%
$31.67 - $42.89 $31.4K - $42.5K
2.63K $112K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.06K
+ 13.76%
$50.48 - $50.71 $53.3K - $53.5K
8.72K $442K
CRSP
Crispr Therapeutics Ag

Healthcare
548
+ 32.81%
$31.27 - $48.64 $17.1K - $26.7K
2.22K $107K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.06K
+ 62.01%
$14.97 - $16.79 $45.8K - $51.4K
8K $133K
TQQQ
Proshares Ultrapro Qqq

ETFs
449
+ 88.21%
$38.9 - $83.0 $17.5K - $37.3K
958 $79K
KMI
Kinder Morgan, Inc.

Energy
1.34K
+ 11.17%
$25.21 - $29.4 $33.7K - $39.3K
13.3K $391K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1
+ 0.0%
$32.79 - $36.78 $32.8 - $36.8
21.8K $800K
EWW
Ishares Inc Msci Mexico ETF

ETFs
846
+ 9.79%
N/A
9.49K $540K
AVTR
Avantor, Inc.

Basic Materials
3.51K
New
$11.94 - $16.29 $41.9K - $57.1K
3.51K $47K
FEMB
First Tr ETF Emerging Markets

ETFs
788
+ 6.59%
$26.01 - $28.88 $20.5K - $22.8K
12.7K $368K
CG
Carlyle Group Inc.

Financial Services
95
+ 1.77%
$34.78 - $51.4 $3.3K - $4.88K
5.46K $280K
GL
Globe Life Inc.

Financial Services
461
+ 27.74%
$113.29 - $133.09 $52.2K - $61.4K
2.12K $263K
MLI
Mueller Industries Inc

Industrials
417
+ 11.37%
$68.45 - $79.6 $28.5K - $33.2K
4.08K $324K
SHEL
Shell PLC

Energy
933
+ 12.26%
$59.75 - $73.05 $55.7K - $68.2K
8.54K $601K
ASTS
Ast Space Mobile, Inc.

Communication Services
960
New
$20.07 - $51.83 $19.3K - $49.8K
960 $44K
FSK
Fs Kkr Capital Corp

Financial Services
3.39K
+ 2.43%
$17.95 - $21.5 $60.9K - $73K
143K $2.97M
UBS
Ubs Group Ag

Financial Services
23
+ 0.17%
$26.12 - $33.82 $601 - $778
13.4K $453K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
150
+ 150.0%
$267.56 - $340.8 $40.1K - $51.1K
250 $75K
PSEC
Prospect Capital Corp

Financial Services
45.5K
+ 40.47%
$3.14 - $4.06 $143K - $185K
158K $502K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
850
New
$25.35 - $64.65 $21.5K - $55K
850 $42K
RUN
Sunrun Inc.

Technology
4.8K
+ 960.0%
$5.67 - $12.85 $27.2K - $61.7K
5.3K $43K
VMC
Vulcan Materials CO

Basic Materials
63
+ 7.54%
$226.49 - $276.01 $14.3K - $17.4K
899 $234K
FSLR
First Solar, Inc.

Technology
195
+ 130.87%
$120.38 - $192.98 $23.5K - $37.6K
344 $56K
HPQ
Hp Inc

Technology
2K
+ 60.69%
$21.88 - $29.32 $43.7K - $58.6K
5.29K $129K
NEP
Nextera Energy Partners, LP

Utilities
4K
+ 27.97%
N/A
18.3K $165K
ETR
Entergy Corp

Utilities
458
+ 33.28%
$79.01 - $86.61 $36.2K - $39.7K
1.83K $152K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
883
+ 1038.82%
$30.87 - $39.17 $27.3K - $34.6K
968 $37K
FFIV
F5, Inc.

Technology
79
+ 17.52%
$239.25 - $295.9 $18.9K - $23.4K
530 $155K
VNLA
Janus Henderson Short Duration

ETFs
705
+ 21.83%
$48.74 - $49.2 $34.4K - $34.7K
3.93K $193K
ILF
Ishares Latin America 40 ETF

ETFs
94
+ 0.8%
$21.35 - $26.21 $2.01K - $2.46K
11.8K $310K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.42K
New
$22.87 - $24.35 $32.5K - $34.6K
1.42K $34K
BRKR
Bruker Corp

Healthcare
780
New
$35.5 - $42.18 $27.7K - $32.9K
780 $32K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.3K
New
$17.61 - $24.82 $22.9K - $32.3K
1.3K $32K
XRX
Xerox Holdings Corp

Technology
5.88K
New
$3.64 - $5.95 $21.4K - $35K
5.88K $31K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.19K
+ 1058.04%
$24.96 - $25.5 $29.6K - $30.2K
1.3K $33K
IONQ
Ion Q, Inc.

Technology
400
+ 57.97%
$20.68 - $48.04 $8.27K - $19.2K
1.09K $46K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
552
+ 8.34%
$49.79 - $50.59 $27.5K - $27.9K
7.17K $362K
HBAN
Huntington Bancshares Inc

Financial Services
1.17K
+ 20.02%
$12.49 - $16.76 $14.6K - $19.6K
7.02K $117K
BKH
Black Hills Corp

Utilities
535
+ 4115.38%
$55.66 - $61.75 $29.8K - $33K
548 $30K
CVGW
Calavo Growers Inc

Consumer Defensive
1.15K
New
$22.74 - $28.18 $26K - $32.3K
1.15K $30K
PULS
Pgim ETF Tr

ETFs
620
New
$49.39 - $49.76 $30.6K - $30.9K
620 $30K
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email