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
DOX
Amdocs LTD

Technology
38
+ 19.0%
$81.2 - $92.62 $3.09K - $3.52K
238 $19K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
7
+ 7.69%
$79.89 - $83.25 $559 - $583
98 $8K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
5
+ 2.36%
$20.62 - $30.81 $103 - $154
217 $5K
FCF
First Commonwealth Financial Corp

Financial Services
13
+ 12.15%
$16.07 - $18.02 $209 - $234
120 $2K
CPB
Campbell Soup CO

Consumer Defensive
22
+ 7.56%
$30.41 - $34.03 $669 - $749
313 $9K
SPH
Suburban Propane Partners LP

Utilities
42
+ 1.82%
$17.47 - $19.0 $734 - $798
2.35K $43K
CIEN
Ciena Corp

Technology
1
+ 5.88%
$77.75 - $145.67 $77.8 - $146
18 $2K
AGCO
Agco Corp

Industrials
1
+ 1.16%
$106.41 - $117.97 $106 - $118
87 $9K
AES
Aes Corp

Utilities
19
+ 4.7%
$10.77 - $13.94 $205 - $265
423 $5K
KSS
Kohls Corp

Consumer Cyclical
1
+ 0.75%
$9.02 - $17.38 $9.02 - $17.4
134 $2K
COLB
Columbia Banking System, Inc.

Financial Services
5
+ 6.58%
$23.26 - $27.31 $116 - $137
81 $2K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
17
+ 1.47%
$50.82 - $51.09 $864 - $869
1.17K $59K
CPT
Camden Property Trust

Real Estate
9
+ 27.27%
$104.05 - $115.69 $936 - $1.04K
42 $4K
HSIC
Henry Schein Inc

Healthcare
105
+ 11.74%
$64.83 - $74.67 $6.81K - $7.84K
999 $66K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
2
+ 5.41%
$50.43 - $58.95 $101 - $118
39 $2K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
32
+ 200.0%
$38.66 - $40.82 $1.24K - $1.31K
48 $1K
DTM
Dt Midstream, Inc.

Energy
1
+ 0.25%
$99.17 - $113.27 $99.2 - $113
406 $45K
IBHE
Ishares Ibonds 2025 Term High

ETFs
110
+ 0.19%
$23.14 - $23.23 $2.55K - $2.56K
56.6K $1.31M
XPP
Proshares Tr Ultra Ftse China

ETFs
1
+ 0.88%
$24.23 - $31.49 $24.2 - $31.5
114 $3K
FLO
Flowers Foods Inc

Consumer Defensive
36
+ 12.0%
$12.68 - $16.76 $456 - $603
336 $4K
Blackrock ETF Trust
27
+ 11.44%
N/A
263 $0
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 4.55%
$90.83 - $93.81 $90.8 - $93.8
23 $2K
Vanguard Calif Tax Free Fds
80
+ 400.0%
N/A
100 $0
MKC
Mccormick & CO Inc

Consumer Defensive
8
+ 6.84%
$64.3 - $77.17 $514 - $617
125 $8K
Capital Group Dividend Growe
1
+ 0.37%
N/A
271 $0
AKAM
Akamai Technologies Inc

Technology
1
+ 3.13%
N/A
33 $2K
AIZ
Assurant, Inc.

Financial Services
1
+ 9.09%
$184.56 - $218.69 $185 - $219
12 $2K
FDEM
Fidelity Emerging Markets Mult
1
+ 0.38%
N/A
264 $0
Tidal Tr Ii
86
+ 9.4%
N/A
1K $0
KMX
Carmax Inc

Consumer Cyclical
1
+ 4.17%
$44.86 - $71.57 $44.9 - $71.6
25 $1K
ENR
Energizer Holdings, Inc.

Industrials
4
+ 12.12%
$21.07 - $29.86 $84.3 - $119
37 $0
VABK
Virginia National Bankshares Corp

Financial Services
1
+ 1.1%
$36.6 - $42.35 $36.6 - $42.4
92 $3K
HIMX
Himax Technologies, Inc.

Technology
5
+ 5.26%
$7.16 - $9.76 $35.8 - $48.8
100 $0
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
3
+ 1.46%
$15.67 - $16.99 $47 - $51
208 $3K
Capital Group International
2
+ 0.8%
N/A
252 $0
WHD
Cactus, Inc.

Energy
1
+ 3.85%
$38.17 - $47.92 $38.2 - $47.9
27 $1K
Xiaomi Corporation
2K
+ 105.09%
N/A
3.91K $0
XRAY
Dentsply Sirona Inc.

Healthcare
8
+ 10.39%
$12.37 - $16.85 $99 - $135
85 $1K
AIKI
A Ikido Pharma Inc.

Healthcare
18
+ 3.23%
N/A
575 $2K
CFLT
Confluent, Inc.

Technology
5
+ 10.0%
$15.91 - $27.35 $79.6 - $137
55 $1K
CHE
Chemed Corp

Healthcare
1
+ 14.29%
$412.3 - $483.92 $412 - $484
8 $3K
IVR
Invesco Mortgage Capital Inc.

Real Estate
1
+ 0.09%
$7.23 - $8.07 $7.23 - $8.07
1.13K $8K
HOLX
Hologic Inc

Healthcare
3
+ 3.75%
$63.26 - $68.98 $190 - $207
83 $5K
Amc Entmt Hldgs Inc
1.28K
+ 41.57%
N/A
4.36K $0
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
21
+ 2.25%
$9.61 - $10.31 $202 - $217
956 $9K
FFIN
First Financial Bankshares Inc

Financial Services
1
+ 0.47%
$33.62 - $37.98 $33.6 - $38
212 $7K
CUBE
Cube Smart

Real Estate
4
+ 1.32%
$38.71 - $43.34 $155 - $173
308 $12K
MC
Moelis & CO

Financial Services
2
+ 2.44%
$64.0 - $77.75 $128 - $156
84 $5K
EPI
Wisdomtree Tr India Earnings F

ETFs
30
+ 17.65%
$43.79 - $47.63 $1.31K - $1.43K
200 $8K
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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