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
XLI
Industrial Sector Spdr

ETFs
5.49K
+ 3.24%
$128.78 - $141.67 $707K - $778K
175K $22.9M
K
Kellogg CO

Consumer Defensive
7.2K
+ 523.09%
$81.06 - $82.9 $584K - $597K
8.58K $707K
VEA
Vanguard Ftse Developed Market

ETFs
9.8K
+ 31.82%
$47.4 - $52.99 $465K - $519K
40.6K $2.06M
MCD
Mcdonalds Corp

Consumer Cyclical
1.04K
+ 8.8%
$279.74 - $321.29 $290K - $333K
12.8K $4.01M
OPRA
Opera LTD

Communication Services
37K
+ 4112.22%
$15.94 - $21.86 $590K - $809K
37.9K $604K
RSG
Republic Services, Inc.

Industrials
1.29K
+ 19.96%
$200.09 - $242.16 $258K - $312K
7.75K $1.88M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
27.1K
+ 33.44%
$22.77 - $24.73 $616K - $669K
108K $2.51M
COOP
Mr. Cooper Group Inc.

Financial Services
1.61K
+ 10.42%
$91.4 - $119.6 $147K - $192K
17K $2.04M
PSLV
Sprott Physical Silver Trust

Financial Services
12.9K
+ 6.45%
$9.86 - $11.68 $127K - $151K
213K $2.47M
HOOD
Robinhood Markets, Inc.

Technology
12.9K
+ 1197.21%
$35.63 - $65.28 $458K - $839K
13.9K $579K
BJAN
Innovator U.S. Equity Buffer E

ETFs
11.5K
+ 221.41%
$46.03 - $49.45 $531K - $570K
16.7K $780K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
7.65K
+ 39.01%
$135.34 - $188.66 $1.03M - $1.44M
27.2K $3.83M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.13K
+ 22.02%
$34.58 - $45.97 $177K - $236K
28.4K $1.31M
ISRG
Intuitive Surgical Inc

Healthcare
2.19K
+ 10.07%
$476.63 - $610.45 $1.04M - $1.34M
23.9K $11.8M
SHV
Ishares Tr

ETFs
4.41K
+ 12.31%
$110.11 - $110.51 $486K - $488K
40.3K $4.45M
GILD
Gilead Sciences, Inc.

Healthcare
1.65K
+ 10.62%
$89.14 - $117.41 $147K - $194K
17.2K $1.93M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.5K
+ 3.09%
$39.96 - $43.3 $379K - $411K
317K $13.1M
FLNG
Flex Lng Ltd.

Energy
20.7K
+ 62.0%
$21.46 - $26.35 $444K - $545K
54.1K $1.24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
15.2K
+ 57.32%
$65.15 - $91.81 $989K - $1.39M
41.7K $2.72M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
40.9K
+ 87.88%
$11.13 - $11.61 $455K - $475K
87.4K $978K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.06K
+ 53.99%
$80.53 - $147.57 $166K - $304K
5.87K $776K
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 3.52%
$60.81 - $72.32 $81.4K - $96.8K
39.4K $2.82M
CTAS
Cintas Corp

Industrials
1.2K
+ 14.1%
$182.09 - $208.14 $218K - $249K
9.7K $1.99M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.37K
+ 23.46%
$71.17 - $73.66 $382K - $396K
28.3K $2.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.82K
+ 3.14%
$27.01 - $28.54 $238K - $252K
290K $8.11M
IBM
International Business Machines Corp

Technology
263
+ 2.11%
$217.4 - $264.74 $57.2K - $69.6K
12.8K $3.17M
WSBC
Wesbanco Inc

Financial Services
13.7K
+ 34162.5%
$30.36 - $37.08 $415K - $507K
13.7K $424K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.57K
+ 77.51%
$307.43 - $357.48 $483K - $562K
3.6K $1.11M
IEF
Ishares Barclays

ETFs
806
+ 0.7%
$91.17 - $95.39 $73.5K - $76.9K
116K $11.1M
BMAR
Innovator U.S. Equity Buffer E

ETFs
9.22K
+ 32.09%
$44.99 - $47.69 $415K - $440K
38K $1.73M
LNG
Cheniere Energy, Inc.

Energy
4
+ 0.02%
$209.32 - $253.66 $837 - $1.01K
23.1K $5.35M
DISV
Dimensional ETF Tr Dimensional

ETFs
5.06K
+ 5.6%
$26.09 - $30.21 $132K - $153K
95.5K $2.78M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.92K
+ 5.57%
$48.43 - $49.9 $238K - $246K
93.3K $4.65M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.2K
+ 56.37%
$55.75 - $77.63 $178K - $248K
8.88K $689K
CI
Cigna Corp

Healthcare
430
+ 10.0%
$274.49 - $329.0 $118K - $141K
4.73K $1.56M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12K
+ 20.88%
$51.45 - $58.51 $619K - $704K
69.7K $3.61M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.9K
+ 1067.14%
N/A
16.3K $388K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.5K
+ 8.3%
$23.92 - $26.89 $203K - $228K
111K $2.86M
VZ
Verizon Communications Inc

Communication Services
1.77K
+ 3.55%
$37.81 - $46.49 $67.1K - $82.5K
51.8K $2.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
82
+ 0.27%
$308.86 - $455.36 $25.3K - $37.3K
30.4K $10.7M
AVY
Avery Dennison Corp

Industrials
1.9K
+ 630.9%
$174.58 - $195.91 $332K - $372K
2.2K $391K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.5K
+ 132.5%
$29.34 - $31.31 $338K - $361K
20.2K $599K
JD
Jd.Com, Inc.

Consumer Cyclical
7.87K
+ 706.55%
$33.1 - $45.21 $261K - $356K
8.99K $369K
RL
Ralph Lauren Corp

Consumer Cyclical
1.48K
+ 709.57%
$215.68 - $286.74 $320K - $425K
1.69K $373K
EMB
Ishares Tr

ETFs
1.04K
+ 0.71%
$88.64 - $92.03 $92.3K - $95.8K
147K $13.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.89K
+ 73.77%
$192.82 - $222.1 $364K - $420K
4.45K $859K
VRSK
Verisk Analytics, Inc.

Industrials
957
+ 71.15%
$268.63 - $301.33 $257K - $288K
2.3K $685K
SHW
Sherwin Williams CO

Basic Materials
749
+ 13.99%
$330.16 - $365.55 $247K - $274K
6.1K $2.13M
AJG
Arthur J. Gallagher & Co.

Financial Services
470
+ 19.8%
$275.89 - $345.24 $130K - $162K
2.84K $981K
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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