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
IEFA
Ishares Tr

ETFs
2.02K
+ 0.68%
$81.7 - $87.53 $165K - $176K
297K $26M
DFAI
Dimensional ETF Tr

ETFs
34.5K
+ 110.97%
$34.05 - $36.55 $1.17M - $1.26M
65.5K $2.38M
ADI
Analog Devices Inc

Technology
5.04K
+ 422.09%
$220.68 - $255.63 $1.11M - $1.29M
6.24K $1.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12K
+ 20.34%
$68.24 - $73.73 $821K - $887K
71.2K $5.23M
GLW
Corning Inc

Technology
9.84K
+ 90.31%
$51.6 - $82.03 $508K - $807K
20.7K $1.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.85K
+ 185.84%
$196.15 - $217.83 $1.15M - $1.27M
9K $1.81M
WMT
Walmart Inc.

Consumer Defensive
3.56K
+ 2.53%
$94.4 - $104.27 $336K - $371K
144K $14.8M
ARKQ
Ark Autonomous Technology & Ro

ETFs
9.11K
+ 240.54%
$86.2 - $111.56 $785K - $1.02M
12.9K $1.44M
SCHW
Schwab Charles Corp

Financial Services
8.88K
+ 15.22%
$91.03 - $98.69 $809K - $877K
67.2K $6.42M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
28.1K
+ 376.35%
$36.71 - $38.11 $1.03M - $1.07M
35.6K $1.36M
LII
Lennox International Inc

Industrials
2.02K
+ 8404.17%
$516.18 - $664.54 $1.04M - $1.34M
2.04K $1.08M
EEM
Ishares Msci Emerging Markets

ETFs
14.2K
+ 29.09%
$48.07 - $53.4 $683K - $759K
63.1K $3.37M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.77K
+ 80.63%
$100.16 - $100.7 $978K - $984K
21.9K $2.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
+ 9.77%
$224.68 - $282.71 $269K - $338K
13.5K $3.76M
HCA
Hca Healthcare, Inc.

Healthcare
1.45K
+ 20.15%
$334.32 - $426.2 $484K - $617K
8.63K $3.68M
UBER
Uber Technologies, Inc

Technology
1.92K
+ 1.27%
$86.91 - $99.57 $167K - $191K
154K $15M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.75K
+ 31.37%
$50.79 - $76.4 $292K - $439K
24.1K $1.84M
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.1K
+ 39.08%
$40.94 - $42.85 $821K - $859K
71.4K $3.01M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.35K
+ 64.95%
$110.74 - $122.12 $703K - $775K
16.1K $1.95M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.22K
+ 9.18%
$82.22 - $96.68 $265K - $311K
38.3K $3.7M
UNH
Unitedhealth Group Inc

Healthcare
807
+ 4.86%
$237.77 - $353.61 $192K - $285K
17.4K $6.01M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.31K
+ 3.33%
$79.52 - $89.63 $184K - $207K
71.6K $6.38M
SOFI
So Fi Technologies, Inc.

Financial Services
8.51K
+ 12.13%
$17.64 - $29.81 $150K - $254K
78.7K $2.08M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
6.86K
+ 260.09%
$107.5 - $115.86 $737K - $794K
9.49K $1.09M
LOW
Lowes Companies Inc

Consumer Cyclical
1.81K
+ 16.57%
$215.01 - $273.02 $389K - $494K
12.7K $3.2M
GE
General Electric CO

Industrials
1.25K
+ 15.14%
$244.75 - $305.63 $306K - $382K
9.5K $2.86M
WELL
Welltower Inc.

Real Estate
4.03K
+ 2516.25%
$150.71 - $178.14 $607K - $717K
4.19K $745K
ALL
Allstate Corp

Financial Services
2.75K
+ 33.75%
$192.0 - $214.65 $528K - $591K
10.9K $2.34M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.62K
+ 10.62%
$54.35 - $59.32 $360K - $393K
68.9K $4.08M
RDVY
First Trust Rising Dividend Ac

ETFs
4.12K
+ 4.7%
$62.38 - $67.29 $257K - $277K
91.7K $6.17M
TRV
Travelers Companies, Inc.

Financial Services
2.12K
+ 31.27%
$250.62 - $279.43 $531K - $592K
8.9K $2.48M
BX
Blackstone Inc.

Financial Services
352
+ 1.24%
$152.77 - $188.68 $53.8K - $66.4K
28.8K $4.92M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.15K
+ 52.81%
$103.83 - $179.9 $223K - $387K
6.22K $1.11M
CSGP
Costar Group, Inc.

Real Estate
7.56K
+ 1383.88%
$81.42 - $96.83 $615K - $732K
8.1K $683K
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.55K
+ 59.08%
$139.82 - $155.45 $497K - $552K
9.56K $1.49M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 22.74%
$28.92 - $32.19 $416K - $463K
77.7K $2.48M
TJX
Tjx Companies Inc

Consumer Cyclical
1.47K
+ 7.58%
$121.35 - $144.54 $179K - $213K
20.9K $3.02M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
706
+ 0.79%
$30.06 - $36.69 $21.2K - $25.9K
89.6K $3.29M
EFV
Msci Eafe Value ETF

ETFs
701
+ 0.57%
$62.79 - $68.42 $44K - $48K
123K $8.35M
IWM
Ishares Russell 2000 ETF

ETFs
166
+ 0.83%
$214.92 - $244.84 $35.7K - $40.6K
20.2K $4.88M
BJUL
Innovator U.S. Equity Buffer E

ETFs
9.59K
+ 29.62%
$47.14 - $49.66 $452K - $476K
42K $2.08M
XLU
Utilities Sector Spdr

ETFs
795
+ 0.91%
$81.14 - $87.32 $64.5K - $69.4K
87.7K $7.65M
BIDU
Baidu, Inc.

Communication Services
3.88K
+ 3877.0%
$85.86 - $137.83 $333K - $534K
3.98K $524K
GD
General Dynamics Corp

Industrials
753
+ 15.44%
$293.92 - $341.0 $221K - $257K
5.63K $1.92M
CGDV
Capital Group Divid Value ETF

ETFs
6.88K
+ 8.44%
$39.59 - $42.21 $272K - $290K
88.4K $3.71M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.61K
+ 59.15%
$72.65 - $78.68 $407K - $441K
15.1K $1.18M
ASML
Asml Holding Nv

Technology
186
+ 10.27%
$689.63 - $968.09 $128K - $180K
2K $1.93M
FAST
Fastenal CO

Industrials
5.96K
+ 22.51%
$42.47 - $50.39 $253K - $300K
32.4K $1.59M
VNLA
Janus Henderson Short Duration

ETFs
9.16K
+ 232.71%
$48.99 - $49.29 $449K - $451K
13.1K $645K
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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