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
BEP
Brookfield Renewable Partners L.P.

Utilities
5
+ 1.11%
$24.32 - $27.58 $122 - $138
456 $11K
SYF
Synchrony Financial

Financial Services
1
+ 0.81%
$67.53 - $76.86 $67.5 - $76.9
125 $8K
BFB
Brown Forman Corp Cl B
69
+ 39.2%
N/A
245 $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
5
+ 10.42%
$24.0 - $31.51 $120 - $158
53 $1K
Six Flags Entertainment Corp
157
+ 141.44%
N/A
268 $0
TFSL
Tfs Financial Corp

Financial Services
18
+ 2.11%
$12.61 - $14.23 $227 - $256
873 $11K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
3
+ 2.42%
$16.11 - $16.79 $48.3 - $50.4
127 $2K
UHS
Universal Health Services Inc

Healthcare
2
+ 28.57%
$154.95 - $204.44 $310 - $409
9 $1K
HUN
Huntsman Corp

Basic Materials
38
+ 23.31%
$8.87 - $12.07 $337 - $459
201 $1K
AA
Alcoa Corp

Basic Materials
1
+ 0.71%
$28.4 - $33.85 $28.4 - $33.9
141 $4K
Grail Inc
12
+ 10.53%
N/A
126 $0
FCPT
Four Corners Property Trust, Inc.

Real Estate
6
+ 12.77%
$24.37 - $27.18 $146 - $163
53 $1K
EXPO
Exponent Inc

Industrials
2
+ 1.9%
$68.33 - $77.6 $137 - $155
107 $7K
NBTB
Nbt Bancorp Inc

Financial Services
2
+ 0.99%
$40.56 - $45.07 $81.1 - $90.1
205 $8K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
7
+ 2.0%
$12.63 - $13.14 $88.4 - $92
357 $4K
TWLO
Twilio Inc

Communication Services
2
+ 6.25%
$92.44 - $132.7 $185 - $265
34 $3K
CNM
Core & Main, Inc.

Industrials
2
+ 8.0%
$48.56 - $66.98 $97.1 - $134
27 $1K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 3.03%
$122.23 - $142.77 $122 - $143
34 $4K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
6
+ 15.79%
N/A
44 $0
UDR
Udr, Inc.

Real Estate
16
+ 59.26%
$36.71 - $41.37 $587 - $662
43 $1K
EMN
Eastman Chemical CO

Basic Materials
13
+ 92.86%
$58.79 - $81.56 $764 - $1.06K
27 $1K
GTX
Garrett Motion Inc.

Consumer Cyclical
24
+ 20.87%
$10.72 - $13.99 $257 - $336
139 $1K
Bgc Group Inc
3
+ 0.03%
N/A
9.29K $0
Grayscale Ethereum Trust ETF
2.94K
+ 122.34%
N/A
5.33K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.03%
N/A
3.39K $137K
PSEP
Innovator U.S. Equity Power Bu
1.28K
+ 32.35%
N/A
5.22K $0
Reddit Inc
513
+ 101.18%
N/A
1.02K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
14
+ 0.29%
N/A
4.85K $0
Spinnaker ETF Series
1.61K
+ 35.69%
N/A
6.12K $0
Bank Montreal Medium
657
+ 82.13%
N/A
1.46K $0
Celestica Inc
87
+ 7.08%
N/A
1.32K $0
Exchange Traded Concepts Tru
2.91K
+ 104.22%
N/A
5.71K $0
Capital Group Core Balanced
6.02K
+ 124.33%
N/A
10.9K $0
Blackrock ETF Trust
4.22K
+ 60.41%
N/A
11.2K $0
Annaly Capital Management In
720
+ 9.28%
N/A
8.48K $0
Trust For Professional Manag
1.04K
+ 19.18%
N/A
6.45K $0
SNY
Sanofi

Healthcare
54
+ 2.99%
$45.07 - $51.35 $2.43K - $2.77K
1.86K $87K
XTEN
Bondbloxx ETF Tr Bloomberg 10
68
+ 3.59%
N/A
1.96K $0
Siriusxm Holdings Inc
400
+ 10.49%
N/A
4.21K $0
Graniteshares ETF Tr
1.05K
+ 3483.33%
N/A
1.08K $0
Jacobs Solutions Inc
40
+ 6.24%
N/A
681 $0
Flagstar Financial Inc
24
+ 0.27%
N/A
8.95K $0
Direxion Shs ETF Tr
2
+ 0.18%
N/A
1.11K $0
QTUM
ETF Ser Solutions Defiance Qua
61
+ 6.21%
N/A
1.04K $0
USEP
Innovator U.S. Equity Ultra Bu
62.5K
+ 274.25%
N/A
85.3K $0
Global X Fds
1.88K
+ 939.0%
N/A
2.08K $0
Trust For Professional Manag
4.09K
+ 5.26%
N/A
81.9K $0
CGMS
Capital Grp Core Plus Income E
744
+ 5.36%
N/A
14.6K $0
Fidelity Covington Trust
596
+ 5.22%
N/A
12K $0
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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