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
SYM
Symbotic Inc.

Financial Services
2.52K
+ 13.0%
$39.68 - $63.21 $100K - $159K
21.9K $1.18M
TT
Trane Technologies PLC

Industrials
1.32K
+ 14.42%
$398.96 - $472.54 $525K - $622K
10.4K $4.41M
MELI
Mercadolibre Inc

Consumer Cyclical
461
+ 18.85%
$2292.04 - $2514.05 $1.06M - $1.16M
2.91K $6.79M
BSEP
Innovator U.S. Equity Buffer E

ETFs
7.87K
+ 123.36%
$45.13 - $48.29 $355K - $380K
14.2K $688K
URI
United Rentals, Inc.

Industrials
46
+ 2.61%
$774.14 - $975.23 $35.6K - $44.9K
1.81K $1.73M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.94K
+ 153.52%
$42.67 - $46.91 $339K - $372K
13.1K $613K
MO
Altria Group, Inc.

Consumer Defensive
3.8K
+ 19.95%
$57.75 - $67.68 $219K - $257K
22.8K $1.51M
MGK
Vanguard Mega Cap Growth ETF

ETFs
400
+ 6.29%
$362.31 - $405.74 $145K - $162K
6.76K $2.72M
C
Citigroup Inc

Financial Services
930
+ 5.21%
$85.57 - $103.49 $79.6K - $96.2K
18.8K $1.91M
INTC
Intel Corp

Technology
2.73K
+ 10.44%
$19.31 - $35.5 $52.8K - $97K
28.9K $969K
RMD
Resmed Inc

Healthcare
995
+ 16.46%
$252.01 - $293.73 $251K - $292K
7.04K $1.93M
VRT
Vertiv Holdings CO

Industrials
4.13K
+ 110.08%
N/A
7.88K $682K
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.81K
+ 3390.14%
$52.92 - $78.28 $255K - $377K
4.96K $363K
ES
Eversource Energy

Utilities
4.53K
+ 113.07%
$62.86 - $71.14 $285K - $323K
8.54K $607K
DELL
Dell Technologies Inc.

Technology
2.11K
+ 80.62%
$120.96 - $141.77 $255K - $298K
4.72K $668K
IBKR
Interactive Brokers Group, Inc.

Financial Services
775
+ 3.74%
$56.32 - $68.81 $43.6K - $53.3K
21.5K $1.48M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.06K
+ 4.36%
$115.87 - $125.42 $122K - $132K
25.3K $3.17M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.4K
+ 2.92%
$35.42 - $38.65 $85.1K - $92.9K
84.7K $3.22M
CGXU
Capital Group Intl Focus Equit

ETFs
6.32K
+ 12.81%
$26.49 - $29.62 $167K - $187K
55.7K $1.65M
SHW
Sherwin Williams CO

Basic Materials
870
+ 28.56%
$330.88 - $375.23 $288K - $326K
3.92K $1.36M
ITW
Illinois Tool Works Inc

Industrials
950
+ 20.88%
$252.31 - $269.41 $240K - $256K
5.5K $1.43M
IREN
Iris Energy LTD

Financial Services
4.58K
+ 199.13%
$15.1 - $47.14 $69.2K - $216K
6.88K $315K
SPOT
Spotify Technology S.A.

Communication Services
1.01K
+ 16.53%
$620.01 - $738.53 $626K - $745K
7.11K $4.96M
DGRO
Ishares Core Dividend Growth E

ETFs
2.61K
+ 10.6%
$64.12 - $68.08 $168K - $178K
27.3K $1.86M
VXF
Vanguard Extended Market ETF

ETFs
144
+ 0.96%
$193.58 - $213.07 $27.9K - $30.7K
15.2K $3.17M
IWY
Ishares Tr Russell 200 Growth

ETFs
270
+ 3.55%
$243.93 - $275.62 $65.9K - $74.4K
7.87K $2.15M
JPIN
Jp Morgan Diversified Return I

ETFs
3.78K
+ 35.52%
$63.14 - $67.96 $238K - $257K
14.4K $959K
DISV
Dimensional ETF Tr Dimensional

ETFs
426
+ 0.45%
$32.78 - $35.79 $14K - $15.2K
94.2K $3.36M
WFC
Wells Fargo & Company

Financial Services
2.71K
+ 20.54%
$77.05 - $85.16 $208K - $230K
15.9K $1.33M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.48K
+ 3.64%
$66.38 - $71.68 $98.1K - $106K
42K $3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
733
+ 8.57%
$86.72 - $111.84 $63.6K - $82K
9.29K $1.04M
IXUS
Ishares Tr

ETFs
678
+ 1.67%
$76.35 - $82.58 $51.8K - $56K
41.4K $3.42M
FE
Firstenergy Corp

Utilities
3.68K
+ 21.74%
$39.76 - $45.82 $146K - $168K
20.6K $943K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
17.9K
+ 14.92%
$10.62 - $11.43 $191K - $205K
138K $1.57M
FIX
Comfort Systems Usa Inc

Industrials
99
+ 16.18%
$521.66 - $825.18 $51.6K - $81.7K
711 $586K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.26K
+ 104.44%
$107.66 - $112.36 $243K - $254K
4.42K $492K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8.58K
+ 7.58%
$23.6 - $24.47 $202K - $210K
122K $2.98M
VIG
Vanguard Dividend Appreciation

ETFs
1.35K
+ 7.03%
N/A
20.6K $3.75M
PVAL
Putnam ETF Tr Putnam Focused L
2.3K
+ 3.89%
$39.93 - $42.72 $91.8K - $98.3K
61.4K $2.62M
BA
Boeing CO

Industrials
856
+ 9.47%
$209.79 - $237.38 $180K - $203K
9.9K $2.14M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.37K
+ 11.93%
$137.51 - $145.26 $189K - $199K
12.9K $1.83M
D
Dominion Energy, Inc

Utilities
2.6K
+ 15.46%
$56.32 - $62.1 $146K - $161K
19.4K $1.19M
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.85K
+ 4.83%
$43.83 - $45.64 $125K - $130K
61.9K $2.82M
BKNG
Booking Holdings Inc.

Consumer Cyclical
66
+ 21.5%
$5364.25 - $5815.92 $354K - $384K
373 $2.01M
IYF
Ishares Tr

ETFs
1.08K
+ 6.2%
$119.89 - $127.16 $129K - $137K
18.5K $2.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
147
+ 0.69%
$192.76 - $203.86 $28.3K - $30K
21.5K $4.38M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
267
+ 5.83%
$435.72 - $463.74 $116K - $124K
4.84K $2.25M
COF
Capital One Financial Corp

Financial Services
1.07K
+ 17.77%
$207.29 - $229.74 $221K - $245K
7.07K $1.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.22K
+ 5.25%
$82.96 - $95.7 $101K - $117K
24.5K $2.2M
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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