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
KR
Kroger CO

Consumer Defensive
354
+ 0.82%
$58.36 - $67.72 $20.7K - $24K
43.5K $2.94M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.03K
+ 74.08%
$161.03 - $235.53 $326K - $477K
4.76K $788K
AMP
Ameriprise Financial Inc

Financial Services
683
+ 91.55%
$472.29 - $575.13 $323K - $393K
1.43K $691K
ES
Eversource Energy

Utilities
4.43K
+ 110.05%
$55.63 - $63.8 $247K - $283K
8.46K $525K
SE
Sea LTD

Consumer Cyclical
2.22K
+ 1850.83%
$104.87 - $146.31 $233K - $325K
2.34K $305K
VICI
Vici Properties Inc.

Real Estate
8.95K
+ 2602.03%
$28.21 - $32.68 $253K - $293K
9.3K $303K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.24K
+ 113.65%
$91.76 - $103.26 $297K - $334K
6.09K $563K
CSCO
Cisco Systems, Inc.

Technology
2.97K
+ 6.91%
$58.74 - $64.87 $175K - $193K
46K $2.84M
COP
Conocophillips

Energy
1.78K
+ 10.53%
$88.6 - $105.85 $157K - $188K
18.6K $1.96M
BJUL
Innovator U.S. Equity Buffer E

ETFs
7.32K
+ 29.19%
$42.65 - $46.09 $312K - $337K
32.4K $1.4M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
173
+ 1.77%
$132.75 - $177.12 $23K - $30.6K
9.94K $1.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.97K
+ 16.42%
$126.11 - $135.06 $248K - $266K
13.9K $1.8M
PAYC
Paycom Software, Inc.

Technology
1.17K
+ 183.26%
$199.42 - $225.82 $234K - $264K
1.81K $395K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 36.34%
$21.75 - $24.28 $297K - $332K
51.2K $1.13M
OXY
Occidental Petroleum Corp

Energy
5.17K
+ 152.52%
$45.45 - $52.7 $235K - $272K
8.56K $422K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.68K
+ 8.26%
$91.45 - $91.75 $245K - $245K
35.1K $3.22M
BSX
Boston Scientific Corp

Healthcare
1.46K
+ 15.87%
$89.38 - $106.18 $130K - $155K
10.6K $1.07M
APA
Apa Corp

Energy
11.9K
+ 3421.78%
$18.54 - $25.45 $221K - $304K
12.3K $258K
JBL
Jabil Inc

Technology
1.83K
+ 302.82%
$130.51 - $173.33 $238K - $317K
2.43K $330K
MO
Altria Group, Inc.

Consumer Defensive
239
+ 0.83%
$50.81 - $60.02 $12.1K - $14.3K
29.1K $1.74M
HDB
Hdfc Bank LTD

Financial Services
3.53K
+ 770.96%
$58.06 - $66.85 $205K - $236K
3.99K $265K
CAT
Caterpillar Inc

Industrials
2K
+ 15.48%
$326.75 - $407.63 $653K - $815K
14.9K $4.92M
IXUS
Ishares Tr

ETFs
1.13K
+ 2.84%
$65.06 - $72.31 $73.3K - $81.5K
40.9K $2.85M
BJUN
Innovator U.S. Equity Buffer E

ETFs
5.7K
+ 60.96%
N/A
15.1K $588K
DFAE
Dimensional ETF Tr

ETFs
8.43K
+ 2382.49%
$24.64 - $26.86 $208K - $227K
8.79K $227K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.46K
+ 10.38%
$468.34 - $539.52 $1.62M - $1.86M
36.7K $17.2M
CGDV
Capital Group Divid Value ETF

ETFs
5.01K
+ 6.13%
$34.95 - $37.36 $175K - $187K
86.6K $3.09M
SSO
Proshares Ultra S&P 500

ETFs
17K
+ 13.82%
$80.57 - $100.21 $1.37M - $1.71M
140K $11.6M
MLM
Martin Marietta Materials Inc

Basic Materials
488
+ 64.04%
$460.39 - $552.64 $225K - $270K
1.25K $597K
IYF
Ishares Tr

ETFs
1.46K
+ 9.57%
$107.69 - $119.37 $157K - $174K
16.7K $1.89M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
10.8K
+ 13.25%
$16.18 - $17.82 $175K - $192K
92.3K $1.55M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.13K
+ 6.2%
$39.61 - $42.65 $164K - $176K
70.7K $2.88M
FNV
Franco Nevada Corp

Basic Materials
398
+ 13.12%
$120.72 - $157.56 $48K - $62.7K
3.43K $540K
DUK
Duke Energy Corp

Utilities
701
+ 10.84%
$105.87 - $121.97 $74.2K - $85.5K
7.17K $874K
COF
Capital One Financial Corp

Financial Services
965
+ 17.2%
$163.87 - $209.82 $158K - $202K
6.57K $1.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
554
+ 2.56%
$182.82 - $196.21 $101K - $109K
22.2K $4.18M
INOD
Innodata Inc

Technology
5.05K
+ 120.05%
$33.19 - $64.17 $168K - $324K
9.25K $332K
NRG
Nrg Energy, Inc.

Utilities
1.56K
+ 55.1%
$84.82 - $113.33 $132K - $177K
4.39K $419K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
6.5K
+ 33.47%
$25.9 - $31.26 $168K - $203K
25.9K $694K
SO
Southern CO

Utilities
335
+ 2.5%
$80.96 - $92.96 $27.1K - $31.1K
13.8K $1.27M
IVT
Inven Trust Properties Corp.

Real Estate
5.44K
+ 659.59%
$28.36 - $30.77 $154K - $167K
6.26K $183K
YUM
Yum Brands Inc

Consumer Cyclical
298
+ 6.21%
$123.25 - $162.53 $36.7K - $48.4K
5.09K $801K
JPIN
Jp Morgan Diversified Return I

ETFs
1.83K
+ 12.39%
$52.75 - $58.91 $96.4K - $108K
16.6K $947K
TMO
Thermo Fisher Scientific Inc.

Healthcare
379
+ 24.45%
$497.6 - $606.74 $189K - $230K
1.93K $959K
WFC
Wells Fargo & Company

Financial Services
1.75K
+ 10.99%
$66.78 - $81.42 $117K - $142K
17.7K $1.27M
FSK
Fs Kkr Capital Corp

Financial Services
11.9K
+ 9.27%
$20.47 - $24.06 $243K - $285K
140K $2.93M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.16K
+ 9.51%
$25.44 - $27.95 $106K - $116K
47.9K $1.29M
SHAK
Shake Shack Inc.

Consumer Cyclical
1.78K
+ 881.19%
$82.77 - $133.38 $147K - $237K
1.98K $174K
HIG
Hartford Financial Services Group, Inc.

Financial Services
713
+ 17.41%
$106.31 - $123.73 $75.8K - $88.2K
4.81K $595K
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