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
QLD
Proshares Ultra Qqq

ETFs
155
+ 15.67%
$88.88 - $119.12 $13.8K - $18.5K
1.14K $101K
WMS
Advanced Drainage Systems, Inc.

Industrials
2
+ 0.25%
$105.29 - $126.99 $211 - $254
818 $88K
TQQQ
Proshares Ultrapro Qqq

ETFs
56
+ 12.36%
$57.3 - $90.39 $3.21K - $5.06K
509 $29K
BALL
Ball Corp

Consumer Cyclical
43
+ 1.34%
$49.04 - $56.53 $2.11K - $2.43K
3.26K $169K
ASC
Ardmore Shipping Corp

Industrials
5
+ 0.16%
$9.06 - $13.6 $45.3 - $68
3.08K $30K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
135
+ 1.06%
$7.72 - $9.45 $1.04K - $1.28K
12.9K $103K
FLR
Fluor Corp

Industrials
30
+ 4.74%
$34.29 - $55.28 $1.03K - $1.66K
663 $23K
EWX
Spdr S&P Emerging Markets Smal

ETFs
338
+ 2.44%
$55.48 - $59.47 $18.8K - $20.1K
14.2K $803K
APLD
Applied Blockchain, Inc.

Financial Services
200
+ 3.59%
$5.62 - $10.65 $1.12K - $2.13K
5.77K $32K
BMAY
Innovator U.S. Equity Buffer E

ETFs
1
+ 0.01%
$39.08 - $41.36 $39.1 - $41.4
15.2K $601K
CRC
California Resources Corp

Energy
178
+ 8.22%
$39.17 - $54.42 $6.97K - $9.69K
2.34K $103K
PKOH
Park Ohio Holdings Corp

Industrials
125
+ 4.61%
$21.28 - $25.7 $2.66K - $3.21K
2.84K $61K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
10
+ 0.23%
$7.67 - $12.44 $76.7 - $124
4.29K $37K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
794
+ 8.01%
$21.0 - $24.67 $16.7K - $19.6K
10.7K $225K
KBE
Spdr S&P Bank ETF

ETFs
18
+ 0.35%
$51.28 - $59.92 $923 - $1.08K
5.15K $272K
OLN
Olin Corp

Basic Materials
138
+ 8.54%
$23.36 - $34.41 $3.22K - $4.75K
1.75K $42K
DHI
Horton D R Inc

Consumer Cyclical
14
+ 1.18%
$125.29 - $147.65 $1.75K - $2.07K
1.2K $152K
FITB
Fifth Third Bancorp

Financial Services
372
+ 4.21%
$37.48 - $44.96 $13.9K - $16.7K
9.21K $360K
LAMR
Lamar Advertising CO

Real Estate
22
+ 1.17%
$110.65 - $132.9 $2.43K - $2.92K
1.9K $215K
QDEL
Quidel Ortho Corp

Healthcare
78
+ 4.7%
$34.78 - $47.61 $2.71K - $3.71K
1.74K $60K
CABO
Cable One, Inc.

Communication Services
67
+ 21.27%
$226.48 - $373.32 $15.2K - $25K
382 $101K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4
+ 0.03%
$74.34 - $81.0 $297 - $324
12K $914K
LSTR
Landstar System Inc

Industrials
7
+ 1.0%
$146.63 - $177.82 $1.03K - $1.24K
707 $106K
RFG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.06%
$43.07 - $51.51 $86.1 - $103
3.14K $137K
BAC
Bank Of America Corp

Financial Services
3.37K
+ 4.79%
$39.61 - $47.74 $134K - $161K
73.8K $3.08M
CG
Carlyle Group Inc.

Financial Services
428
+ 8.67%
$40.03 - $56.96 $17.1K - $24.4K
5.37K $233K
PBF
Pbf Energy Inc.

Energy
210
+ 7.89%
$18.97 - $31.31 $3.98K - $6.58K
2.87K $54K
LESL
Leslie'S, Inc.

Consumer Cyclical
3.29K
+ 25.58%
$0.74 - $2.3 $2.43K - $7.57K
16.2K $11K
DDOG
Datadog, Inc.

Technology
25
+ 5.52%
$98.68 - $151.89 $2.47K - $3.8K
478 $47K
PHO
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.26%
$63.77 - $68.75 $2.61K - $2.82K
16.1K $1.04M
ICLR
Icon PLC

Healthcare
12
+ 1.87%
$174.99 - $222.58 $2.1K - $2.67K
655 $114K
IFF
International Flavors & Fragrances Inc

Basic Materials
20
+ 0.61%
$76.48 - $87.72 $1.53K - $1.75K
3.28K $254K
TDW
Tidewater Inc

Energy
498
+ 14.29%
$39.93 - $57.69 $19.9K - $28.7K
3.98K $168K
IR
Ingersoll Rand Inc.

Industrials
59
+ 2.18%
$79.44 - $94.23 $4.69K - $5.56K
2.76K $221K
SYM
Symbotic Inc.

Financial Services
1.01K
+ 8.04%
$20.16 - $33.5 $20.4K - $33.9K
13.6K $274K
PSTG
Pure Storage, Inc.

Technology
6
+ 0.42%
$44.27 - $72.37 $266 - $434
1.43K $63K
ELMD
Electromed, Inc.

Healthcare
5
+ 0.11%
$23.34 - $35.47 $117 - $177
4.41K $105K
WDAY
Workday, Inc.

Technology
95
+ 4.84%
$233.53 - $277.82 $22.2K - $26.4K
2.06K $480K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
160
+ 1.88%
$96.88 - $111.25 $15.5K - $17.8K
8.66K $865K
CHY
Calamos Convertible & High Income Fund

Financial Services
868
+ 4.89%
$10.1 - $12.0 $8.77K - $10.4K
18.6K $188K
UEC
Uranium Energy Corp

Energy
1.6K
+ 8.39%
$4.77 - $8.2 $7.63K - $13.1K
20.7K $98K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.68K
+ 9.02%
$24.91 - $29.02 $116K - $136K
56.5K $1.41M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
250
+ 5.01%
$14.67 - $22.01 $3.67K - $5.5K
5.24K $80K
APO
Apollo Global Management, Inc.

Financial Services
26
+ 2.12%
$126.01 - $172.06 $3.28K - $4.47K
1.25K $171K
VT
Vanguard Total World Stk Index

ETFs
21
+ 0.09%
$115.08 - $123.97 $2.42K - $2.6K
22.5K $2.61M
LEN
Lennar Corp

Consumer Cyclical
9
+ 0.59%
$113.93 - $141.54 $1.03K - $1.27K
1.53K $175K
PFF
Ishares Trust Ishares Pfd And

ETFs
190
+ 0.32%
$30.73 - $32.26 $5.84K - $6.13K
59.1K $1.82M
CSL
Carlisle Companies Inc

Industrials
54
+ 2.83%
$326.43 - $408.24 $17.6K - $22K
1.96K $667K
FSS
Federal Signal Corp

Industrials
14
+ 0.7%
$73.55 - $101.32 $1.03K - $1.42K
2.02K $148K
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
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