Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
37
+ 115.63%
$1227.6 - $1458.46 $45.4K - $54K
69 $93K
OSUR
Orasure Technologies Inc

Healthcare
16K
New
$3.06 - $4.11 $49K - $65.8K
16K $53K
CEG
Constellation Energy Corp

Utilities
970
+ 15.67%
$201.63 - $347.44 $196K - $337K
7.16K $1.44M
ILF
Ishares Latin America 40 ETF

ETFs
1.03K
+ 9.57%
$20.87 - $24.43 $21.4K - $25.1K
11.8K $276K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
647
+ 2.09%
$30.35 - $33.16 $19.6K - $21.5K
31.6K $1.01M
CME
Cme Group Inc.

Financial Services
29
+ 2.2%
$225.82 - $266.54 $6.55K - $7.73K
1.35K $357K
COLD
Americold Realty Trust

Real Estate
2.42K
New
$20.74 - $23.05 $50.1K - $55.7K
2.42K $51K
CRVL
Corvel Corp

Financial Services
413
+ 8.09%
$103.48 - $128.46 $42.7K - $53.1K
5.52K $617K
PKG
Packaging Corp Of America

Consumer Cyclical
308
+ 67.99%
$192.03 - $242.13 $59.1K - $74.6K
761 $150K
PSIX
Power Solutions International, Inc.

Industrials
2.74K
+ 84.52%
$25.28 - $43.7 $69.3K - $120K
5.98K $151K
O
Realty Income Corp

Real Estate
476
+ 11.91%
$51.67 - $58.49 $24.6K - $27.8K
4.47K $259K
PPA
Invesco Exchange Traded Fd Tr

ETFs
330
+ 10.35%
$113.59 - $123.29 $37.5K - $40.7K
3.52K $410K
SU
Suncor Energy Inc

Energy
482
+ 5.51%
$34.27 - $40.63 $16.5K - $19.6K
9.23K $357K
APD
Air Products & Chemicals, Inc.

Basic Materials
112
+ 4.96%
$283.24 - $338.07 $31.7K - $37.9K
2.37K $698K
NXPI
Nxp Semiconductors N.V.

Technology
324
+ 34.36%
$189.99 - $245.86 $61.6K - $79.7K
1.27K $240K
HSY
Hershey CO

Consumer Defensive
234
+ 12.42%
$144.74 - $186.36 $33.9K - $43.6K
2.12K $362K
VTR
Ventas, Inc.

Real Estate
256
+ 10.05%
$56.9 - $70.47 $14.6K - $18K
2.8K $192K
OEF
Ishares S&P 100 ETF

ETFs
156
+ 3.4%
N/A
4.75K $1.26M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.02%
$110.86 - $121.12 $111 - $121
4.68K $566K
XEL
Xcel Energy Inc

Utilities
273
+ 3.98%
$63.37 - $72.1 $17.3K - $19.7K
7.14K $505K
CNP
Centerpoint Energy Inc

Utilities
1.14K
+ 802.11%
$30.87 - $36.25 $35.2K - $41.3K
1.28K $46K
EOG
Eog Resources Inc

Energy
31
+ 0.47%
$120.54 - $138.05 $3.74K - $4.28K
6.61K $847K
BR
Broadridge Financial Solutions, Inc.

Technology
34
+ 1.66%
$221.46 - $244.83 $7.53K - $8.32K
2.08K $503K
CW
Curtiss Wright Corp

Industrials
164
+ 56.94%
$304.82 - $384.07 $50K - $63K
452 $143K
DOG
Proshares Short Dow30 ETF New

ETFs
1.5K
New
$25.29 - $27.92 $37.9K - $41.9K
1.5K $40K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.58K
New
$24.73 - $25.62 $39.1K - $40.5K
1.58K $40K
LCID
Lucid Group, Inc.

Consumer Cyclical
19.4K
+ 153.11%
$2.03 - $3.48 $39.4K - $67.5K
32.1K $77K
MAIN
Main Street Capital Corp

Financial Services
700
New
$54.71 - $63.1 $38.3K - $44.2K
700 $39K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
30
+ 0.23%
$31.25 - $34.24 $938 - $1.03K
13.1K $448K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
589
+ 31.98%
$47.39 - $54.26 $27.9K - $32K
2.43K $126K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
778
New
$49.92 - $50.3 $38.8K - $39.1K
778 $38K
FSIG
First Tr ETF Iv LTD Duration I
1.74K
+ 4.17%
$18.74 - $19.04 $32.7K - $33.2K
43.6K $825K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1
+ 0.01%
$26.05 - $30.88 $26.1 - $30.9
6.9K $213K
HSBC
Hsbc Holdings PLC

Financial Services
492
+ 59.42%
$48.68 - $61.58 $24K - $30.3K
1.32K $75K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.34K
+ 9.86%
$35.54 - $37.44 $47.7K - $50.2K
15K $535K
ASML
Asml Holding Nv

Technology
127
+ 7.51%
$662.63 - $776.99 $84.2K - $98.7K
1.82K $1.21M
ELV
Elevance Health, Inc.

Healthcare
9
+ 1.99%
$365.9 - $436.25 $3.29K - $3.93K
462 $200K
CELH
Celsius Holdings, Inc.

Consumer Defensive
287
+ 12.01%
$21.28 - $35.62 $6.11K - $10.2K
2.68K $95K
GOLD
Barrick Gold Corp

Basic Materials
1.19K
+ 46.08%
$15.45 - $19.56 $18.4K - $23.4K
3.79K $73K
UDR
Udr, Inc.

Real Estate
739
+ 3079.17%
$40.09 - $46.04 $29.6K - $34K
763 $34K
HMY
Harmony Gold Mining CO LTD

Basic Materials
2.25K
New
$8.25 - $14.77 $18.6K - $33.2K
2.25K $33K
CMS
Cms Energy Corp

Utilities
154
+ 6.43%
$64.99 - $75.11 $10K - $11.6K
2.55K $191K
NICE
Nice Ltd.

Technology
259
+ 52.64%
$139.18 - $178.5 $36K - $46.2K
751 $115K
NVR
Nvr Inc

Consumer Cyclical
11
+ 21.15%
$7062.02 - $8382.63 $77.7K - $92.2K
63 $456K
EPR
Epr Properties

Real Estate
242
+ 11.54%
$43.98 - $53.81 $10.6K - $13K
2.34K $123K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
3K
+ 42.81%
$11.94 - $12.73 $35.8K - $38.2K
10K $119K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
4.41K
+ 23.21%
$3.88 - $4.37 $17.1K - $19.3K
23.4K $102K
JFR
Nuveen Floating Rate Income Fund

Financial Services
4K
+ 61.54%
$8.41 - $9.05 $33.6K - $36.2K
10.5K $88K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
1.84K
+ 81.42%
$16.12 - $20.1 $29.7K - $37K
4.1K $75K
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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