Spire Wealth Management Incresed Positions in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
75
+ 107.14%
$60.96 - $64.31 $4.57K - $4.82K
145 $9K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1
+ 0.02%
$111.05 - $115.21 $111 - $115
4.18K $477K
APO
Apollo Global Management, Inc.

Financial Services
228
+ 7.66%
$131.55 - $156.05 $30K - $35.6K
3.21K $427K
KHC
Kraft Heinz CO

Consumer Defensive
157
+ 3.19%
$25.63 - $28.94 $4.02K - $4.54K
5.08K $132K
PHK
Pimco High Income Fund

Financial Services
417
+ 2.8%
$4.78 - $5.02 $1.99K - $2.09K
15.3K $76K
CNHI
Cnh Industrial N.V.

Industrials
492
+ 232.08%
N/A
704 $7K
BIIB
Biogen Inc.

Healthcare
18
+ 12.16%
$122.68 - $148.84 $2.21K - $2.68K
166 $23K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
182
+ 3.29%
$22.9 - $23.58 $4.17K - $4.29K
5.71K $133K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9
+ 0.49%
$50.02 - $53.28 $450 - $480
1.86K $97K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.43K
+ 32.32%
$52.34 - $74.24 $74.8K - $106K
5.86K $306K
IRBO
Ishares Robotics & Artificial

ETFs
100
+ 66.67%
N/A
250 $8K
DDOG
Datadog, Inc.

Technology
3
+ 0.72%
$124.52 - $155.15 $374 - $465
419 $59K
TTWO
Take Two Interactive Software Inc

Communication Services
4
+ 2.4%
$217.37 - $259.96 $869 - $1.04K
171 $44K
LVS
Las Vegas Sands Corp

Consumer Cyclical
9
+ 2.92%
$47.38 - $57.71 $426 - $519
317 $17K
CHK
Chesapeake Energy Corp

Energy
52
+ 110.64%
N/A
99 $8K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
1
+ 0.08%
$80.2 - $87.65 $80.2 - $87.7
1.19K $99K
SWK
Stanley Black & Decker, Inc.

Industrials
2
+ 0.35%
$66.98 - $79.52 $134 - $159
576 $42K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11
+ 0.16%
$70.85 - $76.96 $779 - $847
6.7K $509K
BIO
Bio Rad Laboratories, Inc.

Healthcare
13
+ 59.09%
$241.95 - $303.82 $3.15K - $3.95K
35 $9K
FENY
Fidelity Covington Tr Msci Ene

ETFs
121
+ 40.88%
$23.27 - $25.46 $2.82K - $3.08K
417 $10K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
92
+ 1.8%
$6.27 - $7.05 $577 - $649
5.2K $36K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.58%
$187.97 - $199.47 $376 - $399
347 $69K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
166
+ 51.39%
$24.11 - $24.94 $4K - $4.14K
489 $12K
EURL
Direxion Daily Ftse Europe Bul

ETFs
100
+ 33.33%
$31.09 - $37.23 $3.11K - $3.72K
400 $14K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
82
+ 20.05%
$46.84 - $48.45 $3.84K - $3.97K
491 $23K
PWFL
Power Fleet, Inc.

Technology
710
+ 5.57%
N/A
13.5K $67K
XT
Ishares Tr Exponential Technol

ETFs
31
+ 15.2%
$65.04 - $71.97 $2.02K - $2.23K
235 $16K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
19
+ 38.78%
$105.93 - $131.8 $2.01K - $2.5K
68 $8K
MHK
Mohawk Industries Inc

Consumer Cyclical
2
+ 1.83%
$107.23 - $139.75 $214 - $280
111 $14K
SOCL
Global X Fds Global X Social M

ETFs
33
+ 19.3%
$52.7 - $62.63 $1.74K - $2.07K
204 $12K
ENS
Ener Sys

Industrials
1
+ 0.82%
$86.09 - $112.96 $86.1 - $113
123 $13K
RF
Regions Financial Corp

Financial Services
18
+ 3.05%
$24.03 - $27.41 $433 - $493
609 $16K
CCK
Crown Holdings Inc

Consumer Cyclical
89
+ 10.17%
$92.19 - $108.12 $8.2K - $9.62K
964 $93K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
385
+ 4.91%
$10.03 - $10.4 $3.86K - $4K
8.22K $83K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
159
+ 12.23%
$23.75 - $25.0 $3.78K - $3.98K
1.46K $35K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2
+ 0.35%
$74.93 - $80.73 $150 - $161
569 $45K
PPG
Ppg Industries Inc

Basic Materials
92
+ 11.98%
$103.65 - $119.07 $9.54K - $11K
860 $90K
ICSH
Blackrock Ultra Short Term Bon

ETFs
56
+ 0.64%
$50.52 - $50.75 $2.83K - $2.84K
8.78K $445K
ITT
Itt Inc.

Industrials
1
+ 0.72%
$155.93 - $182.88 $156 - $183
139 $24K
POST
Post Holdings, Inc.

Consumer Defensive
35
+ 92.11%
$102.36 - $114.04 $3.58K - $3.99K
73 $7K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1
+ 0.34%
$63.43 - $74.53 $63.4 - $74.5
297 $21K
INCY
Incyte Corp

Healthcare
5
+ 3.79%
$67.27 - $86.96 $336 - $435
137 $11K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
37
+ 0.31%
$9.87 - $10.65 $365 - $394
12K $126K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
18
+ 48.65%
$71.86 - $87.45 $1.29K - $1.57K
55 $4K
IEP
Icahn Enterprises L.P.

Industrials
3
+ 0.05%
$8.14 - $9.68 $24.4 - $29
5.5K $46K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
31
+ 2.14%
$9.44 - $10.23 $293 - $317
1.48K $15K
SANM
Sanmina Corp

Technology
1
+ 1.0%
$95.79 - $123.84 $95.8 - $124
101 $11K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11
+ 2.86%
$64.75 - $69.05 $712 - $760
395 $27K
FELE
Franklin Electric CO Inc

Industrials
2
+ 0.58%
$89.51 - $99.6 $179 - $199
345 $32K
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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