Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OLED
Universal Display Corp Pa

Technology
1
+ 0.1%
$106.6 - $161.02 $107 - $161
1.03K $159K
RFG
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.25%
$39.08 - $48.9 $313 - $391
3.15K $153K
ALLE
Allegion PLC

Industrials
103
+ 78.03%
$118.52 - $145.64 $12.2K - $15K
235 $33K
STAG
Stag Industrial, Inc.

Real Estate
434
+ 209.66%
$30.08 - $37.02 $13.1K - $16.1K
641 $23K
SLDP
Solid Power, Inc.

Industrials
5K
+ 111.11%
$0.93 - $2.28 $4.65K - $11.4K
9.5K $20K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
263
New
$49.08 - $65.31 $12.9K - $17.2K
263 $16K
ONTO
Onto Innovation Inc.

Technology
164
+ 348.94%
$88.5 - $133.37 $14.5K - $21.9K
211 $21K
CXM
Sprinklr, Inc.

Technology
1.78K
New
$6.88 - $9.06 $12.3K - $16.2K
1.78K $15K
CNC
Centene Corp

Healthcare
344
+ 73.82%
$53.4 - $64.29 $18.4K - $22.1K
810 $43K
FSMO
Fidelity Covington Tr

ETFs
574
New
N/A
574 $15K
FNDF
Schwab Fundamental Intl Large

ETFs
273
+ 31.71%
$32.25 - $40.02 $8.8K - $10.9K
1.13K $45K
TRMB
Trimble Inc.

Technology
24
+ 2.13%
$55.12 - $75.98 $1.32K - $1.82K
1.15K $87K
HUBB
Hubbell Inc

Industrials
29
+ 126.09%
$315.94 - $408.41 $9.16K - $11.8K
52 $21K
DUOL
Duolingo, Inc.

Technology
26
+ 66.67%
$292.88 - $540.68 $7.61K - $14.1K
65 $26K
EXPE
Expedia Group, Inc.

Consumer Cyclical
80
+ 114.29%
$136.63 - $176.62 $10.9K - $14.1K
150 $25K
FTCS
First Trust Capital Strength E

ETFs
38
+ 0.45%
$81.6 - $92.39 $3.1K - $3.51K
8.47K $769K
BALL
Ball Corp

Consumer Cyclical
6
+ 0.18%
$44.94 - $56.99 $270 - $342
3.26K $183K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
538
+ 10.62%
$24.48 - $24.9 $13.2K - $13.4K
5.61K $139K
ELMD
Electromed, Inc.

Healthcare
1K
+ 22.7%
$19.34 - $24.19 $19.3K - $24.2K
5.41K $118K
DAX
Global X Fds Dax Germany ETF

ETFs
300
New
$34.84 - $44.93 $10.5K - $13.5K
300 $13K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
70
New
$167.22 - $212.42 $11.7K - $14.9K
70 $13K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
290
+ 3.13%
$8.74 - $11.04 $2.53K - $3.2K
9.56K $105K
STNG
Scorpio Tankers Inc.

Energy
330
+ 77.1%
$31.86 - $44.3 $10.5K - $14.6K
758 $29K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
359
+ 1.79%
$14.37 - $16.29 $5.16K - $5.85K
20.4K $332K
OTIS
Otis Worldwide Corp

Industrials
188
+ 15.27%
$90.88 - $104.3 $17.1K - $19.6K
1.42K $140K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
704
+ 103.99%
$11.9 - $15.57 $8.38K - $11K
1.38K $21K
WDC
Western Digital Corp

Technology
97
+ 41.81%
$30.54 - $63.99 $2.96K - $6.21K
329 $21K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
14
+ 0.34%
$26.53 - $32.81 $371 - $459
4.11K $132K
MGRC
Mcgrath Rentcorp

Industrials
104
New
$101.45 - $118.14 $10.6K - $12.3K
104 $12K
PBF
Pbf Energy Inc.

Energy
200
+ 6.97%
$14.37 - $24.39 $2.87K - $4.88K
3.07K $66K
NNAVW
Nextnav Inc Wt Exp
2K
New
$4.07 - $6.35 $8.14K - $12.7K
2K $12K
AVEM
American Centy ETF Tr Avantis

ETFs
177
New
$53.08 - $68.54 $9.4K - $12.1K
177 $12K
VSAT
Viasat Inc

Technology
762
New
$7.7 - $14.6 $5.87K - $11.1K
762 $11K
WLK
Westlake Corp

Basic Materials
145
New
$69.83 - $102.01 $10.1K - $14.8K
145 $11K
ENVX
Enovix Corp

Industrials
200
+ 6.62%
$5.46 - $10.53 $1.09K - $2.11K
3.22K $33K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 0.49%
$224.32 - $326.09 $224 - $326
205 $66K
ZS
Zscaler, Inc.

Technology
4
+ 4.76%
$174.67 - $315.32 $699 - $1.26K
88 $27K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
150
+ 2.18%
$10.8 - $16.92 $1.62K - $2.54K
7.04K $96K
WMS
Advanced Drainage Systems, Inc.

Industrials
49
+ 5.99%
$96.79 - $123.55 $4.74K - $6.05K
867 $99K
CABO
Cable One, Inc.

Communication Services
449
+ 117.54%
$126.05 - $276.15 $56.6K - $124K
831 $112K
CDW
Cdw Corp

Technology
13
+ 2.59%
$144.49 - $190.68 $1.88K - $2.48K
515 $91K
BYRN
Byrna Technologies Inc.

Industrials
150
+ 37.5%
$14.96 - $33.14 $2.24K - $4.97K
550 $16K
RPAY
Repay Holdings Corp

Technology
3.36K
+ 44.15%
$3.71 - $5.77 $12.5K - $19.4K
11K $52K
EURL
Direxion Daily Ftse Europe Bul

ETFs
300
New
$18.63 - $34.81 $5.59K - $10.4K
300 $10K
IT
Gartner Inc

Technology
25
+ 96.15%
$377.5 - $449.52 $9.44K - $11.2K
51 $20K
CVAC
Cure Vac N.V.

Healthcare
2K
New
$2.59 - $5.6 $5.18K - $11.2K
2K $10K
SRLN
Ssga Active Trust

ETFs
221
+ 8.09%
$39.47 - $41.59 $8.72K - $9.19K
2.95K $122K
ROAD
Construction Partners, Inc.

Industrials
100
New
$68.75 - $110.36 $6.88K - $11K
100 $10K
REZI
Resideo Technologies, Inc.

Industrials
296
+ 46.84%
$14.69 - $22.46 $4.35K - $6.65K
928 $20K
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
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