Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
2K
+ 1739.13%
$15.28 - $15.95 $30.6K - $31.9K
2.12K $32K
PAYX
Paychex Inc

Industrials
31
+ 1.7%
$136.06 - $154.52 $4.22K - $4.79K
1.86K $286K
DGX
Quest Diagnostics Inc

Healthcare
218
+ 19.14%
N/A
1.36K $186K
TXN
Texas Instruments Inc

Technology
148
+ 3.53%
N/A
4.34K $844K
GLW
Corning Inc

Technology
1.15K
+ 8.68%
$44.91 - $54.25 $51.8K - $62.6K
14.5K $661K
IQLT
Ishares Msci Intl Quality Fact

ETFs
8
+ 0.07%
$36.91 - $41.03 $295 - $328
11.3K $448K
DPZ
Dominos Pizza Inc

Consumer Cyclical
9
+ 1.44%
$402.33 - $489.71 $3.62K - $4.41K
636 $292K
FDL
First Tr Morningstar Dividend

ETFs
294
+ 5.66%
$39.69 - $43.83 $11.7K - $12.9K
5.49K $238K
DSTL
ETF Ser Solution Distillate Us

ETFs
560
+ 37.33%
$53.28 - $57.28 $29.8K - $32.1K
2.06K $111K
VDE
Vanguard Energy ETF

ETFs
186
+ 28.48%
$119.14 - $132.76 $22.2K - $24.7K
839 $108K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2K
+ 45.12%
$13.33 - $14.08 $26.7K - $28.2K
6.43K $89K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
657
+ 68.87%
$40.55 - $48.43 $26.6K - $31.8K
1.61K $69K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
454
New
$60.91 - $71.4 $27.7K - $32.4K
454 $28K
AIT
Applied Industrial Technologies Inc

Industrials
262
+ 11.29%
$218.93 - $269.18 $57.4K - $70.5K
2.58K $582K
VLUE
Ishares Msci Usa Value Factor

ETFs
219
+ 6.66%
$104.89 - $113.56 $23K - $24.9K
3.51K $374K
PRN
Invesco Dwa Industrials Moment

ETFs
298
+ 34.65%
$134.74 - $169.56 $40.2K - $50.5K
1.16K $159K
SPMD
Spdr Portfolio

ETFs
671
+ 32.34%
$50.21 - $57.73 $33.7K - $38.7K
2.75K $140K
JCI
Johnson Controls International PLC

Industrials
331
+ 62.69%
$76.12 - $90.6 $25.2K - $30K
859 $68K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1.1K
New
$22.15 - $24.94 $24.3K - $27.4K
1.1K $27K
ARCC
Ares Capital Corp

Financial Services
272
+ 0.37%
$21.28 - $23.81 $5.79K - $6.48K
74.7K $1.66M
PEG
Public Service Enterprise Group Inc

Utilities
446
+ 8.57%
$78.2 - $90.39 $34.9K - $40.3K
5.65K $465K
STLG
Ishares Factors Us Growth Styl

ETFs
509
+ 5.92%
N/A
9.11K $458K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7
+ 0.13%
$68.32 - $75.06 $478 - $525
5.5K $410K
MLI
Mueller Industries Inc

Industrials
468
+ 14.63%
$76.14 - $82.67 $35.6K - $38.7K
3.67K $279K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
408
+ 30.54%
$42.3 - $53.69 $17.3K - $21.9K
1.74K $90K
FSV
First Service Corp

Real Estate
186
+ 52.1%
$159.66 - $185.88 $29.7K - $34.6K
543 $90K
TTWO
Take Two Interactive Software Inc

Communication Services
107
+ 64.85%
$178.61 - $217.95 $19.1K - $23.3K
272 $56K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.92K
+ 13.08%
$12.94 - $14.29 $50.7K - $56K
33.9K $444K
ABEV
Ambev S.A.

Consumer Defensive
1.85K
+ 4.23%
$1.77 - $2.37 $3.28K - $4.39K
45.6K $106K
CPK
Chesapeake Utilities Corp

Utilities
200
New
$116.55 - $130.37 $23.3K - $26.1K
200 $25K
CUZ
Cousins Properties Inc

Real Estate
864
New
$28.06 - $31.21 $24.2K - $27K
864 $25K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.04K
New
$23.9 - $24.18 $24.9K - $25.2K
1.04K $25K
KMB
Kimberly Clark Corp

Consumer Defensive
75
+ 6.43%
$124.46 - $147.4 $9.33K - $11.1K
1.24K $176K
SMG
Scotts Miracle Gro CO

Basic Materials
454
+ 477.89%
$54.76 - $77.7 $24.9K - $35.3K
549 $30K
IESC
Ies Holdings, Inc.

Industrials
148
New
$162.26 - $316.26 $24K - $46.8K
148 $24K
ADI
Analog Devices Inc

Technology
233
+ 10.83%
$201.56 - $243.82 $47K - $56.8K
2.38K $480K
ABNB
Airbnb, Inc.

Consumer Cyclical
260
+ 40.06%
$119.38 - $161.42 $31K - $42K
909 $108K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
67
+ 1.33%
$48.65 - $53.06 $3.26K - $3.56K
5.12K $265K
GM
General Motors CO

Consumer Cyclical
1.03K
+ 24.57%
$45.22 - $54.92 $46.5K - $56.5K
5.22K $245K
VEEV
Veeva Systems Inc

Healthcare
75
+ 37.13%
$210.58 - $246.8 $15.8K - $18.5K
277 $64K
WEBL
Direxion Shs ETF Tr Daily Dow

ETFs
1.2K
New
$18.88 - $34.49 $22.7K - $41.4K
1.2K $22K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
760
+ 2.71%
$55.41 - $60.74 $42.1K - $46.2K
28.8K $1.63M
DVY
Ishares Tr

ETFs
53
+ 1.17%
$128.58 - $138.1 $6.81K - $7.32K
4.6K $617K
STWD
Starwood Property Trust, Inc.

Real Estate
616
+ 5.87%
$18.41 - $20.53 $11.3K - $12.6K
11.1K $219K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
970
+ 11.55%
$17.95 - $18.89 $17.4K - $18.3K
9.37K $172K
AIQ
Global X Funds Global X Artifi

ETFs
760
+ 26.43%
$36.38 - $42.77 $27.6K - $32.5K
3.64K $132K
KT
Kt Corp

Communication Services
404
+ 6.32%
$15.57 - $18.63 $6.29K - $7.53K
6.8K $120K
NCR
Ncr Corp

Technology
1.36K
+ 20.7%
N/A
7.93K $124K
BBUS
J P Morgan Exchg Traded Fd

ETFs
212
+ 98.6%
$99.5 - $110.97 $21.1K - $23.5K
427 $43K
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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