Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
965
+ 17.2%
$163.87 - $209.82 $158K - $202K
6.57K $1.18M
DUK
Duke Energy Corp

Utilities
701
+ 10.84%
$105.87 - $121.97 $74.2K - $85.5K
7.17K $874K
IWD
Ishares Russell 1000 Val ETF

ETFs
554
+ 2.56%
$182.82 - $196.21 $101K - $109K
22.2K $4.18M
INOD
Innodata Inc

Technology
5.05K
+ 120.05%
$33.19 - $64.17 $168K - $324K
9.25K $332K
NRG
Nrg Energy, Inc.

Utilities
1.56K
+ 55.1%
$84.82 - $113.33 $132K - $177K
4.39K $419K
SO
Southern CO

Utilities
335
+ 2.5%
$80.96 - $92.96 $27.1K - $31.1K
13.8K $1.27M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
6.5K
+ 33.47%
$25.9 - $31.26 $168K - $203K
25.9K $694K
IVT
Inven Trust Properties Corp.

Real Estate
5.44K
+ 659.59%
$28.36 - $30.77 $154K - $167K
6.26K $183K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.93K
New
$25.1 - $27.85 $149K - $165K
5.93K $159K
YUM
Yum Brands Inc

Consumer Cyclical
298
+ 6.21%
$123.25 - $162.53 $36.7K - $48.4K
5.09K $801K
TMO
Thermo Fisher Scientific Inc.

Healthcare
379
+ 24.45%
$497.6 - $606.74 $189K - $230K
1.93K $959K
WFC
Wells Fargo & Company

Financial Services
1.75K
+ 10.99%
$66.78 - $81.42 $117K - $142K
17.7K $1.27M
FSK
Fs Kkr Capital Corp

Financial Services
11.9K
+ 9.27%
$20.47 - $24.06 $243K - $285K
140K $2.93M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.16K
+ 9.51%
$25.44 - $27.95 $106K - $116K
47.9K $1.29M
SHAK
Shake Shack Inc.

Consumer Cyclical
1.78K
+ 881.19%
$82.77 - $133.38 $147K - $237K
1.98K $174K
HIG
Hartford Financial Services Group, Inc.

Financial Services
713
+ 17.41%
$106.31 - $123.73 $75.8K - $88.2K
4.81K $595K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6.32K
New
$23.13 - $23.41 $146K - $148K
6.32K $146K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
4K
+ 27.72%
$19.53 - $25.74 $78.1K - $103K
18.4K $446K
BROS
Dutch Bros Inc.

Consumer Cyclical
2.25K
+ 357.39%
$55.77 - $85.37 $125K - $192K
2.88K $177K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.61K
+ 337.89%
$92.71 - $107.38 $149K - $172K
2.08K $193K
WMB
Williams Companies, Inc.

Energy
1.96K
+ 44.61%
$54.02 - $61.09 $106K - $120K
6.36K $379K
HWM
Howmet Aerospace Inc.

Industrials
105
+ 1.71%
$110.79 - $139.39 $11.6K - $14.6K
6.23K $807K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.26K
+ 20.88%
$47.08 - $50.67 $106K - $114K
13.1K $657K
NTAP
Net App, Inc.

Technology
2.07K
+ 123.48%
$87.84 - $126.3 $182K - $261K
3.74K $328K
PHM
Pultegroup Inc

Consumer Cyclical
1.32K
+ 80.91%
$101.09 - $118.51 $134K - $157K
2.96K $303K
HPE
Hewlett Packard Enterprise CO

Technology
8.99K
+ 361.04%
$14.77 - $24.42 $133K - $220K
11.5K $177K
AFRM
Affirm Holdings, Inc.

Technology
2.66K
New
$43.7 - $80.98 $116K - $215K
2.66K $120K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
827
+ 1.31%
$81.83 - $82.73 $67.7K - $68.4K
64K $5.29M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
3.33K
+ 19.07%
$21.64 - $23.93 $72.1K - $79.8K
20.8K $497K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
511
+ 3.64%
$97.25 - $104.79 $49.7K - $53.5K
14.5K $1.51M
EEM
Ishares Msci Emerging Markets

ETFs
383
+ 0.78%
$40.81 - $45.34 $15.6K - $17.4K
49.6K $2.17M
BNDX
Vanguard Total International B

ETFs
2.35K
+ 9.55%
$48.33 - $49.5 $114K - $116K
27K $1.32M
SBAC
Sba Communications Corp

Real Estate
421
+ 40.4%
$192.76 - $224.91 $81.2K - $94.7K
1.46K $321K
DGRO
Ishares Core Dividend Growth E

ETFs
1.55K
+ 5.67%
$60.46 - $64.42 $93.4K - $99.5K
28.8K $1.78M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
488
+ 4.48%
$63.07 - $73.5 $30.8K - $35.9K
11.4K $798K
CQP
Cheniere Energy Partners, L.P.

Energy
474
+ 8.05%
$55.42 - $67.71 $26.3K - $32.1K
6.36K $420K
AAL
American Airlines Group Inc.

Industrials
9.72K
+ 67.64%
N/A
24.1K $266K
NSC
Norfolk Southern Corp

Industrials
384
+ 5.78%
$227.69 - $259.76 $87.4K - $99.7K
7.03K $1.66M
KIE
Spdr S&P Insurance ETF

ETFs
398
+ 2.01%
$54.24 - $60.81 $21.6K - $24.2K
20.2K $1.22M
AZN
Astrazeneca PLC

Healthcare
679
+ 10.63%
$65.37 - $77.96 $44.4K - $52.9K
7.07K $519K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.76K
+ 70.05%
$26.64 - $27.14 $100K - $102K
9.12K $244K
NOC
Northrop Grumman Corp

Industrials
98
+ 8.28%
$433.45 - $513.82 $42.5K - $50.4K
1.28K $655K
MMM
3 M CO

Industrials
241
+ 6.9%
$129.7 - $155.12 $31.3K - $37.4K
3.73K $548K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.17K
New
$78.54 - $84.86 $92.1K - $99.5K
1.17K $96K
PWV
Invesco Exchange Traded Fd Tr

ETFs
143
+ 0.43%
$56.58 - $60.89 $8.09K - $8.71K
33.2K $1.98M
MNST
Monster Beverage Corp

Consumer Defensive
1.56K
+ 284.15%
$46.16 - $58.58 $72K - $91.4K
2.11K $123K
FVD
First Tr Value Line Divid Inde

ETFs
1.11K
+ 2.35%
$42.61 - $45.51 $47.1K - $50.3K
48.2K $2.15M
ZM
Zoom Video Communications, Inc.

Technology
1.27K
+ 990.63%
$72.23 - $88.64 $91.6K - $112K
1.4K $102K
IWM
Ishares Russell 2000 ETF

ETFs
3.43K
+ 12.43%
$198.1 - $229.79 $679K - $788K
31K $6.19M
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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