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
WDC
Western Digital Corp

Technology
1.72K
+ 522.49%
$63.84 - $120.06 $110K - $206K
2.05K $245K
ETN
Eaton Corp PLC

Industrials
187
+ 2.12%
$342.99 - $392.76 $64.1K - $73.4K
8.99K $3.36M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.05K
+ 6.29%
$59.61 - $63.09 $122K - $129K
34.6K $2.17M
PAVE
Global X Fds Us Infrastructure

ETFs
1.9K
+ 5.97%
$44.02 - $47.63 $83.8K - $90.7K
33.8K $1.61M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
313
+ 9.14%
$284.45 - $324.95 $89K - $102K
3.74K $1.2M
FLNG
Flex Lng Ltd.

Energy
662
+ 1.08%
$21.89 - $27.41 $14.5K - $18.1K
61.8K $1.56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
916
+ 8.46%
$132.9 - $142.03 $122K - $130K
11.7K $1.66M
POWL
Powell Industries Inc

Industrials
661
+ 648.04%
$205.47 - $304.3 $136K - $201K
763 $231K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
364
+ 2.04%
$85.31 - $97.03 $31.1K - $35.3K
18.2K $1.74M
LUMN
Lumen Technologies, Inc.

Communication Services
31.4K
+ 729.7%
$3.7 - $6.22 $116K - $195K
35.7K $218K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 2.46%
$167.06 - $208.19 $200K - $249K
49.9K $10.2M
CBOE
Cboe Global Markets, Inc.

Financial Services
773
+ 323.43%
$231.35 - $253.24 $179K - $196K
1.01K $248K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.34K
+ 6.47%
$51.78 - $57.89 $69.4K - $77.6K
22K $1.27M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.81K
+ 55.02%
$82.29 - $90.77 $149K - $164K
5.09K $460K
HUBB
Hubbell Inc

Industrials
433
+ 832.69%
$410.51 - $450.93 $178K - $195K
485 $208K
SPYG
Spdr Portfolio

ETFs
912
+ 9.77%
$94.33 - $105.31 $86K - $96K
10.2K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
321
+ 4.6%
$291.67 - $316.99 $93.6K - $102K
7.3K $2.22M
PGR
Progressive Corp

Financial Services
1.35K
+ 17.29%
$238.61 - $264.3 $322K - $357K
9.15K $2.26M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
5.65K
+ 22.22%
$23.55 - $24.8 $133K - $140K
31.1K $770K
CSCO
Cisco Systems, Inc.

Technology
3.05K
+ 7.95%
$66.2 - $71.79 $202K - $219K
41.4K $2.83M
DSI
Ishares Msci Kld 400 Social Et

ETFs
204
+ 1.42%
$115.96 - $125.95 $23.7K - $25.7K
14.6K $1.84M
SNOW
Snowflake Inc.

Technology
732
+ 111.93%
$191.73 - $241.0 $140K - $176K
1.39K $312K
DASH
Door Dash, Inc.

Communication Services
223
+ 5.5%
$234.5 - $272.5 $52.3K - $60.8K
4.28K $1.16M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.45K
+ 2.3%
$76.16 - $78.59 $110K - $114K
64.5K $5.03M
AIQ
Global X Funds Global X Artifi

ETFs
2.48K
+ 39.19%
$43.2 - $49.66 $107K - $123K
8.82K $435K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.85K
+ 225.47%
$52.55 - $54.37 $150K - $155K
4.11K $222K
HWM
Howmet Aerospace Inc.

Industrials
492
+ 8.61%
$171.0 - $196.23 $84.1K - $96.5K
6.21K $1.22M
MLI
Mueller Industries Inc

Industrials
631
+ 15.45%
$82.07 - $101.7 $51.8K - $64.2K
4.72K $476K
ECL
Ecolab Inc.

Basic Materials
482
+ 13.8%
$259.39 - $285.47 $125K - $138K
3.98K $1.09M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.92K
+ 25.62%
$42.43 - $45.05 $124K - $132K
14.3K $629K
ED
Consolidated Edison Inc

Utilities
1.44K
+ 50.33%
$95.57 - $105.36 $137K - $151K
4.29K $431K
UPRO
Proshares Trust Proshares Ultr

ETFs
1.1K
+ 100.27%
$91.26 - $112.39 $101K - $124K
2.21K $245K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.77K
+ 2.88%
$20.84 - $21.03 $141K - $142K
242K $5.07M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.56K
+ 27.52%
$47.56 - $49.7 $122K - $127K
11.9K $586K
EOG
Eog Resources Inc

Energy
1.53K
+ 36.65%
$112.12 - $126.1 $172K - $193K
5.72K $641K
TDIV
First Trust Nasdaq Technology

ETFs
1.33K
+ 133.33%
$89.27 - $100.33 $119K - $134K
2.33K $229K
CAH
Cardinal Health Inc

Healthcare
1.63K
+ 15.37%
$146.04 - $167.63 $238K - $274K
12.3K $1.92M
RSG
Republic Services, Inc.

Industrials
1.21K
+ 14.83%
$225.33 - $246.01 $273K - $298K
9.37K $2.15M
OEF
Ishares S&P 100 ETF

ETFs
518
+ 8.86%
N/A
6.36K $1.69M
WSM
Williams Sonoma Inc

Consumer Cyclical
541
+ 65.18%
$163.62 - $210.2 $88.5K - $114K
1.37K $267K
GUNR
Flexshares Tr Morningstar Glob

ETFs
105
+ 0.3%
$40.15 - $43.86 $4.22K - $4.61K
35K $1.53M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.07K
+ 43.41%
$55.15 - $58.11 $114K - $120K
6.85K $393K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
128
+ 0.47%
$51.33 - $58.15 $6.57K - $7.44K
27.3K $1.54M
VEA
Vanguard Ftse Developed Market

ETFs
868
+ 3.32%
$56.02 - $60.3 $48.6K - $52.3K
27K $1.62M
HYLS
First Tr Tactical High Yield L

ETFs
2.75K
+ 5.76%
$41.62 - $42.32 $114K - $116K
50.5K $2.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
89
+ 1.71%
$225.11 - $247.9 $20K - $22.1K
5.3K $1.31M
SAND
Sandstorm Gold LTD

Basic Materials
730
+ 1.98%
$9.36 - $12.52 $6.83K - $9.14K
37.6K $470K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
244
+ 1.28%
$134.42 - $141.26 $32.8K - $34.5K
19.3K $2.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
421
+ 7.24%
$135.0 - $146.02 $56.8K - $61.5K
6.23K $907K
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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