Spire Wealth Management Incresed Positions in Q4 2025

Spire Wealth Management

  • $2.82 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
79.2K
+ 93.46%
$278.39 - $304.13 $22.1M - $24.1M
164K $47.2M
SSO
Proshares Ultra S&P 500

ETFs
199K
+ 116.32%
$107.49 - $118.65 $21.4M - $23.6M
370K $41.8M
AMZN
Amazon Com Inc

Consumer Cyclical
13.6K
+ 4.26%
$213.04 - $254.0 $2.89M - $3.45M
332K $78M
LLY
Eli Lilly & CO

Healthcare
592
+ 2.18%
$799.57 - $1025.28 $473K - $607K
27.7K $28.3M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
62.7K
+ 507.21%
$101.39 - $114.39 $6.36M - $7.17M
75.1K $8.56M
GOOG
Alphabet Inc.

Communication Services
11.2K
+ 12.0%
$237.49 - $291.74 $2.66M - $3.26M
104K $29.8M
DELL
Dell Technologies Inc.

Technology
46.8K
+ 993.32%
$133.76 - $164.88 $6.27M - $7.72M
51.6K $6.9M
SCCO
Southern Copper Corp

Basic Materials
45.4K
+ 7891.3%
$122.64 - $141.68 $5.56M - $6.43M
46K $6.01M
CAT
Caterpillar Inc

Industrials
8.84K
+ 68.57%
$480.82 - $585.49 $4.25M - $5.17M
21.7K $12M
XLU
Utilities Sector Spdr

ETFs
63.1K
+ 71.91%
$87.89 - $92.9 $5.54M - $5.86M
151K $13.4M
NOW
Service Now, Inc.

Technology
6.9K
+ 425.14%
$835.79 - $946.29 $5.77M - $6.53M
8.52K $7.12M
AAPL
Apple Inc.

Technology
2.54K
+ 0.66%
$245.27 - $275.25 $624K - $700K
386K $103M
MEDP
Medpace Holdings, Inc.

Healthcare
9.47K
+ 946700.0%
$501.22 - $605.2 $4.75M - $5.73M
9.47K $5.59M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
110K
+ 7913.5%
$44.95 - $52.86 $4.96M - $5.83M
112K $5.53M
CTSH
Cognizant Technology Solutions Corp

Technology
72.6K
+ 16271.75%
$65.47 - $74.66 $4.75M - $5.42M
73K $5.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
60.7K
+ 177.48%
$82.69 - $83.12 $5.02M - $5.04M
94.8K $7.86M
NVS
Novartis Ag

Healthcare
37.5K
+ 2560.96%
$121.8 - $132.39 $4.57M - $4.97M
39K $5.13M
AXP
American Express CO

Financial Services
13.4K
+ 223.49%
$316.26 - $372.77 $4.25M - $5.01M
19.5K $6.64M
WELL
Welltower Inc.

Real Estate
23.1K
+ 552.96%
$165.94 - $193.82 $3.84M - $4.49M
27.3K $5.3M
AVGO
Broadcom Inc.

Technology
9.08K
+ 9.02%
$324.63 - $385.98 $2.95M - $3.5M
110K $37.6M
FIX
Comfort Systems Usa Inc

Industrials
4.68K
+ 658.09%
$790.72 - $1010.64 $3.7M - $4.73M
5.39K $4.9M
PULS
Pgim ETF Tr

ETFs
86.3K
+ 7574.28%
$49.64 - $49.83 $4.28M - $4.3M
87.4K $4.35M
TER
Teradyne, Inc

Technology
25.2K
+ 19245.04%
$132.08 - $187.59 $3.33M - $4.73M
25.3K $4.31M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42.1K
+ 3644.38%
$100.37 - $100.72 $4.23M - $4.24M
43.3K $4.35M
ROK
Rockwell Automation, Inc

Industrials
11.2K
+ 6641.07%
$333.75 - $394.54 $3.72M - $4.4M
11.3K $4.27M
BLD
Top Build Corp

Industrials
9.77K
+ 3846.06%
$392.8 - $453.57 $3.84M - $4.43M
10K $4.2M
LITE
Lumentum Holdings Inc.

Technology
14.7K
+ 260.9%
$149.61 - $259.89 $2.2M - $3.82M
20.3K $4.72M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.5K
+ 301.05%
$91.46 - $91.76 $3.8M - $3.81M
55.3K $5.06M
ISRG
Intuitive Surgical Inc

Healthcare
5.12K
+ 63.68%
$429.59 - $576.2 $2.2M - $2.95M
13.2K $7.19M
XLY
Select Sector Spdr Consumer Di

ETFs
15.2K
+ 170.52%
$228.75 - $242.18 $3.47M - $3.67M
24K $5.55M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
58.1K
+ 111.57%
$56.33 - $59.22 $3.27M - $3.44M
110K $6.37M
XLE
Energy Sector Spdr

ETFs
35.2K
+ 89.71%
$85.22 - $92.02 $3M - $3.24M
74.5K $6.86M
IAU
Ishares Gold Trust

ETFs
34.9K
+ 32.1%
$72.65 - $82.5 $2.53M - $2.88M
143K $11M
TQQQ
Proshares Ultrapro Qqq

ETFs
28K
+ 4455.96%
$97.07 - $120.61 $2.72M - $3.38M
28.7K $3M
EME
Emcor Group, Inc.

Industrials
4.62K
+ 1479.49%
$618.96 - $777.0 $2.86M - $3.59M
4.93K $3.05M
NVDA
Nvidia Corp

Technology
13.6K
+ 2.23%
$179.83 - $207.04 $2.45M - $2.82M
624K $116M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
65.2K
+ 300.85%
$38.1 - $38.9 $2.48M - $2.54M
86.9K $3.35M
AMD
Advanced Micro Devices Inc

Technology
1.42K
+ 5.65%
$164.01 - $264.33 $233K - $376K
26.6K $6.39M
VRT
Vertiv Holdings CO

Industrials
26.4K
+ 335.69%
N/A
34.3K $2.97M
CB
Chubb LTD

Financial Services
7.16K
+ 490.47%
$268.2 - $296.22 $1.92M - $2.12M
8.62K $2.55M
TNA
Direxion Daily Small Cap Bull

ETFs
51.5K
+ 2585.34%
$41.2 - $49.56 $2.12M - $2.55M
53.5K $2.22M
BBY
Best Buy CO Inc

Consumer Cyclical
27.4K
+ 4019.21%
$70.43 - $84.0 $1.93M - $2.3M
28.1K $2.13M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.43K
+ 65.54%
$394.96 - $425.89 $1.75M - $1.89M
11.2K $4.57M
FSLR
First Solar, Inc.

Technology
3.8K
+ 16.0%
$223.36 - $277.39 $848K - $1.05M
27.5K $6.98M
UNOV
Earth Science Tech, Inc.

ETFs
46.3K
+ 264.96%
$37.41 - $37.91 $1.73M - $1.75M
63.7K $2.39M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
15.5K
+ 6340.98%
$100.52 - $119.89 $1.56M - $1.85M
15.7K $1.74M
HIG
Hartford Financial Services Group, Inc.

Financial Services
12.7K
+ 323.87%
$122.36 - $133.85 $1.55M - $1.7M
16.6K $2.22M
IEFA
Ishares Tr

ETFs
14.3K
+ 4.8%
$86.09 - $89.88 $1.23M - $1.28M
312K $27.7M
MU
Micron Technology Inc

Technology
2.01K
+ 13.32%
$181.6 - $253.3 $365K - $509K
17.1K $4.22M
Activity Summary
Buys All Purchases 948 New Holdings 150 Increased Positions 798 Sells All Sells 812 Reductions 812 Sold out 0 Options Calls 0 Puts 0
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