Spire Wealth Management Incresed Positions in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
32
+ 2.31%
$8.69 - $9.43 $278 - $302
1.42K $13K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
62
+ 238.46%
$43.49 - $58.8 $2.7K - $3.65K
88 $3K
TYL
Tyler Technologies Inc

Technology
1
+ 1.82%
$553.41 - $646.74 $553 - $647
56 $32K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9
+ 0.88%
$21.77 - $22.56 $196 - $203
1.03K $23K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3
+ 0.92%
$48.13 - $51.78 $144 - $155
328 $16K
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 0.07%
$50.4 - $50.89 $50.4 - $50.9
1.36K $69K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
4
+ 2.41%
$120.5 - $145.97 $482 - $584
170 $22K
REG
Regency Centers Corp

Real Estate
12
+ 2.28%
$68.83 - $77.74 $826 - $933
538 $39K
PINS
Pinterest, Inc.

Communication Services
24
+ 14.63%
$29.79 - $40.0 $715 - $960
188 $5K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
329
+ 4.78%
$5.87 - $6.26 $1.93K - $2.06K
7.21K $42K
ONEW
One Water Marine Inc.

Consumer Cyclical
165
+ 15.79%
$14.68 - $20.76 $2.42K - $3.43K
1.21K $19K
FSP
Franklin Street Properties Corp

Real Estate
1.2K
+ 6.05%
$1.74 - $2.04 $2.09K - $2.45K
21K $37K
PBA
Pembina Pipeline Corp

Energy
3
+ 0.55%
$35.13 - $40.12 $105 - $120
546 $21K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
150
+ 1.09%
$2.51 - $3.16 $376 - $474
14K $42K
INDA
Ishares Msci India Index Fund

ETFs
55
+ 4.44%
$47.8 - $53.4 $2.63K - $2.94K
1.29K $66K
ENFR
Alerian Energy Infrastructure

ETFs
5
+ 1.03%
$30.27 - $34.12 $151 - $171
490 $16K
STAG
Stag Industrial, Inc.

Real Estate
7
+ 3.5%
$32.39 - $37.07 $227 - $259
207 $7K
TFX
Teleflex Inc

Healthcare
6
+ 60.0%
$130.79 - $183.66 $785 - $1.1K
16 $2K
PNW
Pinnacle West Capital Corp

Utilities
1
+ 1.15%
$81.76 - $95.25 $81.8 - $95.3
88 $8K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
22
+ 0.18%
$10.81 - $11.29 $238 - $248
11.9K $129K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1
+ 0.05%
$100.34 - $100.68 $100 - $101
1.84K $185K
APPN
Appian Corp

Technology
37
+ 92.5%
$28.81 - $37.23 $1.07K - $1.38K
77 $2K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
28
+ 0.5%
N/A
5.68K $45K
SJNK
Spdr Bloomberg Short Term High

ETFs
108
+ 0.64%
$25.08 - $25.64 $2.71K - $2.77K
17K $427K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
18
+ 3.3%
$14.13 - $16.72 $254 - $301
564 $8K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
95
+ 0.94%
N/A
10.2K $198K
VOOV
Vanguard S&P 500 Value ETF

ETFs
4
+ 0.52%
$179.71 - $192.06 $719 - $768
779 $143K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
150
+ 1.77%
$8.11 - $8.58 $1.22K - $1.29K
8.61K $70K
KBH
Kb Home

Consumer Cyclical
6
+ 50.0%
$57.73 - $70.05 $346 - $420
18 $1K
SOUN
Soundhound Ai, Inc.

Technology
337
+ 280.83%
$8.12 - $20.62 $2.74K - $6.95K
457 $3K
USFR
Wisdomtree Floating Rate Treas

ETFs
1
+ 0.72%
$50.29 - $50.5 $50.3 - $50.5
140 $7K
AMCR
Amcor PLC

Consumer Cyclical
89
+ 20.75%
$9.33 - $10.39 $830 - $925
518 $5K
SCI
Service Corp International

Consumer Cyclical
1
+ 0.11%
$75.99 - $84.16 $76 - $84.2
950 $76K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
157
+ 2.97%
$14.03 - $14.65 $2.2K - $2.3K
5.44K $76K
BME
Black Rock Health Sciences Trust

Financial Services
13
+ 7.43%
$37.49 - $41.0 $487 - $533
188 $7K
RPV
Invesco Exchange Traded Fd Tr

ETFs
8
+ 8.7%
$89.33 - $95.17 $715 - $761
100 $9K
CHK
Chesapeake Energy Corp

Energy
1
+ 3.57%
N/A
29 $2K
VABK
Virginia National Bankshares Corp

Financial Services
1
+ 1.12%
$33.66 - $37.75 $33.7 - $37.8
90 $3K
Global X Fds
7
+ 0.68%
N/A
1.03K $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.7%
$25.98 - $28.59 $26 - $28.6
143 $3K
Ishares Tr
525
+ 177.36%
N/A
821 $0
HWC
Hancock Whitney Corp

Financial Services
20
+ 4.16%
$49.61 - $61.03 $992 - $1.22K
501 $26K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
2
+ 1.0%
$16.1 - $18.9 $32.2 - $37.8
202 $3K
RNW
Re New Energy Global PLC

Utilities
128
+ 28.89%
$5.82 - $6.95 $745 - $890
571 $3K
BETZ
Listed Fds Trroundhill Sports
2
+ 1.11%
N/A
182 $0
GRMN
Garmin LTD

Technology
1
+ 6.67%
$204.55 - $241.93 $205 - $242
16 $3K
Trust For Professional Manag
4.79K
+ 3.25%
N/A
152K $0
RJF
Raymond James Financial Inc

Financial Services
3
+ 16.67%
$137.62 - $172.64 $413 - $518
21 $2K
Advisorshares Tr
5
+ 0.2%
N/A
2.49K $0
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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