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
SPSB
Spdr Portfolio Short Term Corp

ETFs
8
+ 0.76%
$29.82 - $30.1 $239 - $241
1.05K $31K
KSS
Kohls Corp

Consumer Cyclical
23
+ 17.83%
$8.06 - $14.12 $185 - $325
152 $1K
GSHD
Goosehead Insurance, Inc.

Financial Services
1
+ 10.0%
$98.59 - $123.84 $98.6 - $124
11 $1K
PFM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$44.92 - $48.18 $89.8 - $96.4
676 $30K
UTHR
United Therapeutics Corp

Healthcare
2
+ 66.67%
$304.42 - $380.78 $609 - $762
5 $1K
DLB
Dolby Laboratories, Inc.

Industrials
3
+ 15.79%
$76.37 - $87.32 $229 - $262
22 $1K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
9
+ 23.68%
$36.46 - $39.9 $328 - $359
47 $1K
Reddit Inc
71
+ 33.02%
N/A
286 $0
PED
Pedevco Corp

Energy
9
+ 0.25%
$0.7 - $0.91 $6.3 - $8.19
3.64K $2K
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 10.0%
$238.0 - $284.76 $238 - $285
11 $2K
Grail Inc
81
+ 245.45%
N/A
114 $0
Exchange Traded Concepts Tru
290
+ 77.13%
N/A
666 $0
Biovie Inc
800
+ 320.0%
N/A
1.05K $0
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
7
+ 2.09%
$11.83 - $13.03 $82.8 - $91.2
342 $4K
South Bow Corp
220
+ 102.8%
N/A
434 $0
Vaneck Bitcoin ETF
395
+ 464.71%
N/A
480 $0
JGRO
J P Morgan Exchange Traded Fd
118
+ 210.71%
N/A
174 $0
Armour Residential Reit Inc
309
+ 60.0%
N/A
824 $0
Wells Fargo CO New
2
+ 15.38%
N/A
15 $0
BEP
Brookfield Renewable Partners L.P.

Utilities
8
+ 1.27%
$20.03 - $23.79 $160 - $190
638 $14K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
2
+ 1.2%
$86.58 - $87.99 $173 - $176
169 $14K
SNPG
Dbx ETF Tr Xtrackers S&P 500 G
1
+ 0.24%
N/A
418 $0
PODD
Insulet Corp

Healthcare
2
+ 3.64%
$237.06 - $288.29 $474 - $577
57 $14K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.46%
N/A
440 $13K
BTO
John Hancock Financial Opportunities Fund

Financial Services
34
+ 7.93%
$32.12 - $38.37 $1.09K - $1.3K
463 $15K
UHALB
Amerco Com Ser N
61
+ 29.47%
N/A
268 $0
Amc Entmt Hldgs Inc
2.72K
+ 757.66%
N/A
3.08K $0
AMRK
A Mark Precious Metals, Inc.

Financial Services
40
+ 6.67%
$25.37 - $29.38 $1.01K - $1.18K
640 $16K
TFSL
Tfs Financial Corp

Financial Services
19
+ 2.32%
$12.02 - $13.88 $228 - $264
837 $10K
AMED
Amedisys Inc

Healthcare
1
+ 0.95%
$90.44 - $92.9 $90.4 - $92.9
106 $9K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
1
+ 0.48%
$39.95 - $42.5 $40 - $42.5
208 $8K
Net Lease Office Properties
3
+ 2.24%
N/A
137 $0
BFB
Brown Forman Corp Cl B
58
+ 75.32%
N/A
135 $0
J P Morgan Exchange Traded F
36
+ 81.82%
N/A
80 $0
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1
+ 0.61%
$28.25 - $31.5 $28.3 - $31.5
164 $4K
Vanguard Mun Bd Fds
200
+ 666.67%
N/A
230 $0
PHYL
Pgim ETF Tr

ETFs
4
+ 2.2%
$34.67 - $35.44 $139 - $142
186 $6K
EGY
Vaalco Energy Inc

Energy
22
+ 1.63%
$3.71 - $4.74 $81.6 - $104
1.37K $5K
NU
Nu Holdings Ltd.

Financial Services
22
+ 4.19%
$10.12 - $13.95 $223 - $307
547 $5K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1
+ 0.38%
N/A
261 $5K
Standardaero Inc
2
+ 7.41%
N/A
29 $0
FLO
Flowers Foods Inc

Consumer Defensive
17
+ 5.67%
$18.05 - $20.78 $307 - $353
317 $6K
Ishares Ethereum Tr
1.4K
+ 1573.03%
N/A
1.49K $0
WMG
Warner Music Group Corp.

Communication Services
4
+ 2.06%
$29.3 - $36.3 $117 - $145
198 $6K
FFIN
First Financial Bankshares Inc

Financial Services
1
+ 0.48%
$34.78 - $38.52 $34.8 - $38.5
210 $7K
OABI
Omniab Inc Com
500
+ 7.96%
N/A
6.78K $0
SBRA
Sabra Health Care Reit, Inc.

Real Estate
20
+ 1.08%
$15.88 - $17.78 $318 - $356
1.88K $32K
Global X Fds
2.4K
+ 205.13%
N/A
3.57K $0
Ishares Bitcoin Trust ETF
10.3K
+ 254.62%
N/A
14.3K $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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