Spire Wealth Management Purchases in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICLR
Icon PLC

Healthcare
62
+ 10.06%
$139.63 - $195.01 $8.66K - $12.1K
678 $118K
JPRE
J P Morgan Exchange Traded Fd

ETFs
600
New
$46.56 - $49.11 $27.9K - $29.5K
600 $28K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.07K
+ 5.26%
$17.81 - $18.39 $19K - $19.6K
21.4K $389K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
+ 0.98%
$311.12 - $482.13 $622 - $964
207 $94K
GM
General Motors CO

Consumer Cyclical
51
+ 2.38%
$48.89 - $61.24 $2.49K - $3.12K
2.2K $133K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.08K
New
$24.97 - $25.78 $27.1K - $27.9K
1.08K $27K
HII
Huntington Ingalls Industries, Inc.

Industrials
41
+ 12.58%
$246.31 - $287.91 $10.1K - $11.8K
367 $105K
APA
Apa Corp

Energy
977
+ 179.6%
$18.06 - $24.69 $17.6K - $24.1K
1.52K $36K
DOV
Dover Corp

Industrials
278
+ 23.62%
$165.59 - $190.9 $46K - $53.1K
1.46K $242K
IONQ
Ion Q, Inc.

Technology
100
+ 9.17%
$36.79 - $75.14 $3.68K - $7.51K
1.19K $73K
LAMR
Lamar Advertising CO

Real Estate
202
+ 23.03%
$114.98 - $128.82 $23.2K - $26K
1.08K $132K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
2K
+ 19.99%
$10.91 - $11.68 $21.8K - $23.4K
12K $138K
PULS
Pgim ETF Tr

ETFs
519
+ 83.71%
$49.58 - $49.83 $25.7K - $25.9K
1.14K $56K
IBDV
Ishares Tr

Technology
1.2K
New
$21.75 - $22.22 $26.1K - $26.7K
1.2K $26K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.26K
New
$20.77 - $21.32 $26.1K - $26.8K
1.26K $26K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
39
+ 0.24%
$28.15 - $30.13 $1.1K - $1.18K
16.1K $476K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
917
New
$23.39 - $28.55 $21.4K - $26.2K
917 $26K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
308
+ 59.69%
$44.14 - $61.05 $13.6K - $18.8K
824 $49K
BBUS
J P Morgan Exchg Traded Fd

ETFs
120
+ 9.71%
$111.77 - $121.28 $13.4K - $14.6K
1.36K $163K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
263
+ 2.75%
$11.05 - $13.31 $2.91K - $3.5K
9.82K $130K
FV
First Trust Dorsey Wright Focu

ETFs
37
+ 0.44%
$59.23 - $62.14 $2.19K - $2.3K
8.45K $523K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.13K
New
$22.36 - $22.52 $25.2K - $25.3K
1.13K $25K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
45
+ 33.09%
$393.18 - $439.39 $17.7K - $19.8K
181 $78K
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 0.78%
$276.51 - $305.12 $2.21K - $2.44K
1.03K $306K
TNA
Direxion Daily Small Cap Bull

ETFs
8
+ 0.4%
$32.54 - $47.12 $260 - $377
1.99K $90K
IYM
Ishares Tr

ETFs
5
+ 0.17%
$138.95 - $150.69 $695 - $753
2.86K $424K
TFC
Truist Financial Corp

Financial Services
23
+ 0.27%
$42.83 - $47.07 $985 - $1.08K
8.43K $385K
SIVR
Abrdn Silver ETF Trust

ETFs
80
+ 3.82%
$34.34 - $44.62 $2.75K - $3.57K
2.17K $96K
OMC
Omnicom Group Inc.

Communication Services
281
+ 2341.67%
$70.41 - $81.53 $19.8K - $22.9K
293 $23K
TMQ
Trilogy Metals Inc.

Basic Materials
6.67K
+ 55.09%
$1.34 - $2.16 $8.94K - $14.4K
18.8K $39K
TD
Toronto Dominion Bank

Financial Services
38
+ 1.24%
$72.55 - $79.95 $2.76K - $3.04K
3.11K $248K
KELYA
Kelly Services Inc

Industrials
1.81K
New
$12.07 - $14.64 $21.8K - $26.4K
1.81K $23K
NLOK
Norton Life Lock Inc.

Technology
994
+ 1183.33%
N/A
1.08K $23K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
588
+ 7.03%
$26.88 - $27.78 $15.8K - $16.3K
8.95K $248K
GWRE
Guidewire Software, Inc.

Technology
100
+ 135.14%
$207.82 - $261.88 $20.8K - $26.2K
174 $39K
USB
Us Bancorp \De\

Financial Services
327
+ 15.9%
$43.94 - $50.41 $14.4K - $16.5K
2.38K $115K
GPN
Global Payments Inc

Industrials
107
+ 2.83%
$77.61 - $90.01 $8.3K - $9.63K
3.89K $323K
NRP
Natural Resource Partners LP

Energy
200
New
$95.21 - $105.0 $19K - $21K
200 $21K
EBR
Brazilian Electric Power CO

Utilities
1.98K
+ 356.86%
$6.75 - $9.92 $13.3K - $19.6K
2.53K $25K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
239
+ 7.72%
N/A
3.33K $286K
CAG
Conagra Brands Inc.

Consumer Defensive
1.23K
+ 248.99%
$18.04 - $21.14 $22.2K - $26K
1.72K $31K
PCQ
Pimco California Municipal Income Fund

Financial Services
2.42K
New
$8.19 - $8.8 $19.8K - $21.3K
2.42K $21K
LDOS
Leidos Holdings, Inc.

Technology
21
+ 3.91%
$159.2 - $188.96 $3.34K - $3.97K
558 $105K
WMS
Advanced Drainage Systems, Inc.

Industrials
1
+ 0.12%
$110.89 - $148.5 $111 - $149
868 $120K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
7
+ 2.46%
$256.21 - $323.54 $1.79K - $2.26K
292 $93K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 1.14%
$514.61 - $682.78 $1.03K - $1.37K
177 $113K
UCO
Pro Shares Trust Ii

ETFs
900
+ 15.51%
$21.91 - $26.73 $19.7K - $24.1K
6.7K $150K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
124
+ 41.33%
$131.47 - $143.64 $16.3K - $17.8K
424 $59K
IYT
Ishares Tr U.S. Transportation

ETFs
173
+ 7.03%
$66.62 - $72.7 $11.5K - $12.6K
2.63K $188K
Activity Summary
Buys All Purchases 946 New Holdings 138 Increased Positions 808 Sells All Sells 759 Reductions 759 Sold out 0 Options Calls 0 Puts 0
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