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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
74
+ 0.83%
$108.02 - $120.45 $7.99K - $8.91K
9.03K $993K
PNC
Pnc Financial Services Group, Inc.

Financial Services
69
+ 2.16%
$168.84 - $202.89 $11.6K - $14K
3.26K $572K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.63K
+ 3.43%
$64.88 - $72.1 $106K - $118K
49.2K $3.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
501
+ 4.35%
$114.9 - $139.6 $57.6K - $69.9K
12K $1.41M
DLR
Digital Realty Trust, Inc.

Real Estate
384
+ 12.37%
$142.1 - $183.56 $54.6K - $70.5K
3.49K $499K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
45
+ 1.84%
$203.38 - $274.79 $9.15K - $12.4K
2.49K $512K
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 0.35%
$123.3 - $154.95 $986 - $1.24K
2.31K $295K
ET
Energy Transfer LP

Energy
2.28K
+ 2.22%
$17.26 - $21.08 $39.4K - $48.1K
105K $1.96M
FIX
Comfort Systems Usa Inc

Industrials
90
+ 9.84%
$313.26 - $550.27 $28.2K - $49.5K
1.01K $323K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
616
+ 8.66%
$161.27 - $192.3 $99.3K - $118K
7.73K $1.25M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
13
+ 0.53%
$522.96 - $601.18 $6.8K - $7.82K
2.48K $1.32M
EMR
Emerson Electric CO

Industrials
114
+ 1.67%
$108.64 - $131.17 $12.4K - $15K
6.95K $761K
NKE
Nike, Inc.

Consumer Cyclical
416
+ 4.4%
$63.29 - $81.72 $26.3K - $34K
9.87K $626K
VST
Vistra Corp.

Utilities
469
+ 6.57%
$108.49 - $191.89 $50.9K - $90K
7.6K $892K
NEP
Nextera Energy Partners, LP

Utilities
1.5K
+ 11.72%
$8.38 - $18.87 $12.6K - $28.3K
14.3K $129K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.22K
+ 3.33%
$168.16 - $186.21 $373K - $413K
68.9K $11.8M
TTEK
Tetra Tech Inc

Industrials
266
+ 2.56%
$28.26 - $42.58 $7.52K - $11.3K
10.6K $311K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
173
+ 0.59%
$49.34 - $55.91 $8.54K - $9.67K
29.3K $1.47M
NVO
Novo Nordisk A S

Healthcare
978
+ 8.23%
$69.3 - $90.95 $67.8K - $88.9K
12.9K $893K
ARES
Ares Management Corp

Financial Services
123
+ 2.51%
$140.19 - $198.28 $17.2K - $24.4K
5.03K $737K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
268
+ 1.55%
$81.1 - $94.7 $21.7K - $25.4K
17.5K $1.42M
RC
Ready Capital Corp

Real Estate
4.16K
+ 4.56%
$4.9 - $7.05 $20.4K - $29.3K
95.3K $484K
URI
United Rentals, Inc.

Industrials
39
+ 1.78%
$594.17 - $789.56 $23.2K - $30.8K
2.23K $1.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
813
+ 0.99%
$32.49 - $37.99 $26.4K - $30.9K
83K $2.78M
CGGR
Capital Group Growth ETF Shs C

ETFs
551
+ 0.82%
$33.98 - $39.84 $18.7K - $22K
68K $2.33M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.5K
+ 4.43%
$67.24 - $84.27 $101K - $126K
35.3K $2.41M
VXF
Vanguard Extended Market ETF

ETFs
214
+ 1.42%
$170.36 - $201.04 $36.5K - $43K
15.3K $2.63M
SOFI
So Fi Technologies, Inc.

Financial Services
3.99K
+ 5.02%
$11.18 - $18.03 $44.6K - $71.8K
83.4K $969K
KKR
Kkr & Co. Inc.

Financial Services
443
+ 3.93%
$108.17 - $167.07 $47.9K - $74K
11.7K $1.35M
AXON
Axon Enterprise, Inc.

Industrials
485
+ 5.72%
$496.65 - $710.01 $241K - $344K
8.96K $4.71M
DECK
Deckers Outdoor Corp

Consumer Cyclical
40
+ 1.07%
$111.56 - $223.11 $4.46K - $8.92K
3.78K $422K
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.81K
+ 2.82%
$59.61 - $66.71 $406K - $454K
248K $15M
ETN
Eaton Corp PLC

Industrials
718
+ 6.76%
$271.83 - $371.23 $195K - $267K
11.3K $3.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
892
+ 4.58%
$165.25 - $224.62 $147K - $200K
20.4K $3.38M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.8K
+ 2.92%
$58.81 - $68.2 $223K - $259K
134K $8.01M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.29K
+ 2.54%
$50.44 - $58.1 $216K - $249K
173K $8.93M
TNA
Direxion Daily Small Cap Bull

ETFs
5.06K
+ 6.65%
$28.89 - $46.57 $146K - $235K
81.1K $2.37M
BX
Blackstone Inc.

Financial Services
1.22K
+ 3.95%
$136.53 - $186.74 $167K - $228K
32.1K $4.49M
PWR
Quanta Services, Inc.

Industrials
4.29K
+ 13.74%
$236.71 - $358.03 $1.02M - $1.54M
35.5K $9.02M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.37K
+ 3.64%
$211.47 - $267.17 $291K - $367K
39.2K $8.28M
XLK
Technology Sector Spdr

ETFs
430
+ 0.73%
$206.38 - $242.18 $88.7K - $104K
59.6K $12.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.09K
+ 1.02%
$92.45 - $106.69 $193K - $223K
206K $19.1M
MAR
Marriott International Inc

Consumer Cyclical
313
+ 0.7%
$237.01 - $304.45 $74.2K - $95.3K
45.3K $10.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
119
+ 0.23%
$360.07 - $417.26 $42.8K - $49.7K
51.6K $18.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
+ 3.55%
$222.15 - $428.22 $240K - $463K
31.6K $8.18M
MSFT
Microsoft Corp

Technology
9.73K
+ 5.61%
$375.39 - $447.2 $3.65M - $4.35M
183K $68.7M
IVV
Ishares Core S&P 500 ETF

ETFs
3.65K
+ 1.5%
$554.06 - $615.85 $2.02M - $2.25M
246K $138M
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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