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
BXP
Boston Properties Inc

Real Estate
15
+ 8.98%
$62.11 - $78.93 $932 - $1.18K
182 $13K
PFM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.29%
$48.04 - $50.89 $96.1 - $102
681 $34K
BYRN
Byrna Technologies Inc.

Industrials
286
+ 52.0%
$18.94 - $33.56 $5.42K - $9.6K
836 $18K
EHC
Encompass Health Corp

Healthcare
10
+ 166.67%
$107.13 - $127.02 $1.07K - $1.27K
16 $2K
SWBI
Smith & Wesson Brands, Inc.

Industrials
19
+ 1.03%
$7.74 - $9.83 $147 - $187
1.87K $18K
ACIW
Aci Worldwide, Inc.

Technology
13
+ 4.85%
$40.74 - $52.9 $530 - $688
281 $14K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
51
+ 6.41%
$42.13 - $44.1 $2.15K - $2.25K
847 $36K
PBA
Pembina Pipeline Corp

Energy
3
+ 0.55%
$35.5 - $40.58 $107 - $122
551 $22K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
+ 0.88%
$158.03 - $197.08 $158 - $197
115 $19K
HEI
Heico Corp

Industrials
10
+ 7.41%
$304.5 - $337.56 $3.05K - $3.38K
145 $46K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
42
+ 31.58%
$50.05 - $50.36 $2.1K - $2.12K
175 $8K
BHF
Brighthouse Financial, Inc.

Financial Services
50
+ 125.0%
$43.36 - $57.59 $2.17K - $2.88K
90 $4K
SPTL
Spdr Portfolio Long Term Treas

ETFs
62
+ 21.09%
$25.67 - $27.21 $1.59K - $1.69K
356 $9K
ICE
Intercontinental Exchange, Inc.

Financial Services
53
+ 11.37%
$167.28 - $188.45 $8.87K - $9.99K
519 $87K
WEN
Wendy'S CO

Consumer Cyclical
268
+ 204.58%
$9.09 - $11.88 $2.44K - $3.18K
399 $3K
QDEL
Quidel Ortho Corp

Healthcare
36
+ 2.09%
$22.81 - $31.57 $821 - $1.14K
1.76K $51K
JPIE
J P Morgan Exchange Traded Fd
53
+ 48.62%
$46.01 - $46.55 $2.44K - $2.47K
162 $7K
PIO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$43.84 - $45.74 $43.8 - $45.7
11.1K $499K
EDC
Direxion Daily Emerging Market

ETFs
2
+ 1.18%
$38.59 - $51.08 $77.2 - $102
171 $8K
MMS
Maximus, Inc.

Industrials
1
+ 1.47%
$69.89 - $91.37 $69.9 - $91.4
69 $6K
EET
Proshares Tr Ultra Msci Emergi

ETFs
1
+ 0.92%
$63.39 - $76.82 $63.4 - $76.8
110 $8K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
5
+ 9.43%
$96.73 - $137.09 $484 - $685
58 $7K
TECH
Bio Techne Corp

Healthcare
6
+ 4.76%
$49.87 - $58.78 $299 - $353
132 $7K
IVZ
Invesco Ltd.

Financial Services
5
+ 8.93%
$16.17 - $23.0 $80.9 - $115
61 $1K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1
+ 0.93%
$63.98 - $69.04 $64 - $69
108 $7K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
16
+ 0.26%
$11.84 - $13.45 $189 - $215
6.08K $76K
CPNG
Coupang, Inc.

Consumer Cyclical
30
+ 120.0%
$27.67 - $33.53 $830 - $1.01K
55 $1K
U
Unity Software Inc.

Technology
12
+ 34.29%
$24.01 - $46.53 $288 - $558
47 $1K
NGG
National Grid PLC

Utilities
40
+ 4.04%
$67.98 - $74.38 $2.72K - $2.98K
1.03K $74K
HTGC
Hercules Capital, Inc.

Financial Services
4
+ 0.29%
$18.34 - $19.53 $73.4 - $78.1
1.37K $25K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
3
+ 0.82%
$65.91 - $70.63 $198 - $212
370 $25K
MTN
Vail Resorts Inc

Consumer Cyclical
3
+ 6.82%
$143.33 - $169.63 $430 - $509
47 $7K
ATO
Atmos Energy Corp

Utilities
1
+ 2.17%
$151.51 - $170.75 $152 - $171
47 $8K
IGBH
Ishares Interest Rate Hedged L

ETFs
4
+ 1.1%
$24.05 - $24.63 $96.2 - $98.5
367 $9K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.62%
$121.81 - $137.24 $122 - $137
163 $21K
KBH
Kb Home

Consumer Cyclical
3
+ 16.67%
$52.78 - $67.97 $158 - $204
21 $1K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
13
+ 29.55%
$73.7 - $90.42 $958 - $1.18K
57 $4K
EIX
Edison International

Utilities
7
+ 2.53%
$50.42 - $56.35 $353 - $394
284 $15K
ENFR
Alerian Energy Infrastructure

ETFs
6
+ 1.21%
$31.23 - $32.68 $187 - $196
502 $16K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
11
+ 0.28%
$23.09 - $23.43 $254 - $258
3.97K $92K
PNW
Pinnacle West Capital Corp

Utilities
8
+ 9.52%
$85.87 - $94.45 $687 - $756
92 $8K
BST
Black Rock Science & Technology Trust

Financial Services
3
+ 1.67%
$38.01 - $41.55 $114 - $125
183 $7K
CHD
Church & Dwight CO Inc

Consumer Defensive
42
+ 16.73%
$85.84 - $99.09 $3.61K - $4.16K
293 $25K
VVV
Valvoline Inc

Energy
3
+ 12.0%
$35.02 - $40.67 $105 - $122
28 $1K
NYT
New York Times CO

Communication Services
2
+ 0.66%
$51.43 - $61.95 $103 - $124
305 $17K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10
+ 1.28%
$22.45 - $23.2 $225 - $232
792 $18K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2
+ 0.61%
$52.31 - $56.47 $105 - $113
332 $18K
POR
Portland General Electric CO

Utilities
4
+ 18.18%
$39.73 - $44.0 $159 - $176
26 $1K
SQ
Block, Inc.

Technology
14
+ 1.19%
N/A
1.19K $68K
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email