Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
2.97K
+ 9.74%
$33.19 - $38.23 $98.4K - $113K
33.4K $1.23M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
810
+ 2.82%
$100.32 - $100.76 $81.3K - $81.6K
29.6K $2.97M
MPLX
Mplx LP

Energy
807
+ 9.91%
$47.88 - $54.65 $38.6K - $44.1K
8.95K $479K
SUB
Ishares Short Term National Mu

ETFs
798
+ 2.22%
$105.3 - $106.24 $84K - $84.8K
36.8K $3.88M
PSX
Phillips 66

Energy
505
+ 17.65%
$113.93 - $131.55 $57.5K - $66.4K
3.37K $415K
DOCU
Docusign, Inc.

Technology
1.09K
+ 946.96%
$74.7 - $97.7 $81.3K - $106K
1.2K $98K
NVS
Novartis Ag

Healthcare
446
+ 17.25%
$97.14 - $115.57 $43.3K - $51.5K
3.03K $338K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.55K
+ 444.99%
$55.11 - $65.5 $85.6K - $102K
1.9K $108K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.38K
New
$25.05 - $25.16 $84.8K - $85.1K
3.38K $85K
FNDX
Schwab Fundamental U S Large C

ETFs
3.76K
+ 5.4%
$23.03 - $25.01 $86.6K - $94K
73.4K $1.73M
IP
International Paper CO

Consumer Cyclical
1.55K
+ 2343.94%
$49.38 - $60.09 $76.4K - $93K
1.61K $86K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.01K
New
$80.21 - $86.14 $80.8K - $86.7K
1.01K $83K
SHEL
Shell PLC

Energy
9
+ 0.12%
$62.84 - $73.29 $566 - $660
7.61K $557K
PDI
Pimco Dynamic Income Fund

Financial Services
2.86K
+ 17.78%
$18.51 - $20.05 $52.9K - $57.3K
18.9K $375K
WPC
W. P. Carey Inc.

Real Estate
997
+ 48.52%
$53.5 - $65.05 $53.3K - $64.9K
3.05K $192K
UL
Unilever PLC

Consumer Defensive
553
+ 3.57%
$54.72 - $60.29 $30.3K - $33.3K
16.1K $956K
CACI
Caci International Inc

Technology
177
+ 67.56%
N/A
439 $187K
NEM
Newmont Corp

Basic Materials
1.31K
+ 125.02%
$37.79 - $48.39 $49.5K - $63.3K
2.36K $113K
SAND
Sandstorm Gold LTD

Basic Materials
67
+ 0.18%
$5.54 - $7.65 $371 - $513
36.8K $278K
OKE
Oneok Inc

Energy
913
+ 6.05%
$89.57 - $109.85 $81.8K - $100K
16K $1.59M
LYV
Live Nation Entertainment, Inc.

Communication Services
517
+ 12.28%
$115.79 - $154.66 $59.9K - $80K
4.73K $617K
WRB
Berkley W R Corp

Financial Services
132
+ 2.69%
$56.7 - $71.27 $7.48K - $9.41K
5.05K $359K
UGI
Ugi Corp

Utilities
2.18K
+ 3961.82%
$28.0 - $34.16 $61K - $74.4K
2.23K $73K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.05K
+ 1.6%
$25.1 - $25.34 $51.6K - $52K
131K $3.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.27K
+ 9.05%
$42.18 - $45.16 $53.5K - $57.3K
15.3K $675K
VAL
Valaris LTD

Energy
2.32K
+ 55.14%
$32.85 - $49.52 $76.2K - $115K
6.53K $256K
CLX
Clorox CO

Consumer Defensive
499
+ 133.42%
$141.76 - $162.89 $70.7K - $81.3K
873 $128K
IAK
Ishares Tr

ETFs
341
+ 19.65%
$121.85 - $137.9 $41.6K - $47K
2.08K $286K
RDVY
First Trust Rising Dividend Ac

ETFs
2.01K
+ 2.3%
$57.22 - $63.39 $115K - $127K
89.5K $5.24M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.44K
+ 28.85%
$27.56 - $32.1 $94.7K - $110K
15.3K $431K
PAA
Plains All American Pipeline LP

Energy
202
+ 0.97%
$17.32 - $20.96 $3.5K - $4.23K
21K $420K
FUTU
Futu Holdings LTD

Financial Services
620
+ 2066.67%
$75.13 - $123.56 $46.6K - $76.6K
650 $66K
LRGF
Ishares Tr

ETFs
1.11K
New
$56.95 - $63.95 $63.2K - $70.9K
1.11K $64K
PSEC
Prospect Capital Corp

Financial Services
20.2K
+ 21.97%
$4.1 - $4.45 $83K - $90.1K
112K $460K
DRI
Darden Restaurants Inc

Consumer Cyclical
173
+ 13.93%
$180.02 - $208.56 $31.1K - $36.1K
1.42K $293K
ITUB
Itau Unibanco Holding S.A.

Financial Services
6.85K
+ 15.32%
$4.87 - $6.28 $33.4K - $43K
51.6K $283K
BP
Bp PLC

Energy
959
+ 14.14%
$29.93 - $35.31 $28.7K - $33.9K
7.74K $261K
WY
Weyerhaeuser CO

Real Estate
1.89K
+ 40.66%
$27.29 - $31.39 $51.7K - $59.5K
6.55K $191K
VNLA
Janus Henderson Short Duration

ETFs
1.23K
+ 61.13%
$48.89 - $49.21 $59.9K - $60.3K
3.23K $158K
CAG
Conagra Brands Inc.

Consumer Defensive
2.24K
+ 216.04%
$23.9 - $27.67 $53.4K - $61.9K
3.27K $87K
SYK
Stryker Corp

Healthcare
42
+ 1.22%
$355.18 - $399.9 $14.9K - $16.8K
3.47K $1.29M
DFAI
Dimensional ETF Tr

ETFs
80
+ 0.31%
$28.88 - $32.4 $2.31K - $2.59K
25.7K $803K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5K
+ 28.49%
$11.4 - $11.96 $57K - $59.8K
22.5K $259K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.2K
+ 76.96%
$24.5 - $24.95 $54K - $55K
5.07K $125K
CTRA
Coterra Energy Inc.

Energy
1.86K
+ 428.57%
$25.51 - $29.83 $47.4K - $55.5K
2.29K $66K
HYLS
First Tr Tactical High Yield L

ETFs
1.52K
+ 5.24%
$40.95 - $41.77 $62.4K - $63.7K
30.6K $1.26M
QDPL
Pacer Fds Tr Metaurus Us Large
1.5K
New
$36.5 - $40.04 $54.8K - $60.1K
1.5K $54K
MFC
Manulife Financial Corp

Financial Services
1.68K
+ 94.75%
$28.41 - $31.82 $47.7K - $53.4K
3.45K $107K
TRP
Tc Energy Corp

Energy
1.1K
+ 102.71%
$44.29 - $49.27 $48.7K - $54.2K
2.17K $102K
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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