Spire Wealth Management Incresed Positions in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
1.34K
+ 11.17%
$25.21 - $29.4 $33.7K - $39.3K
13.3K $391K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1
+ 0.0%
$32.79 - $36.78 $32.8 - $36.8
21.8K $800K
EWW
Ishares Inc Msci Mexico ETF

ETFs
846
+ 9.79%
N/A
9.49K $540K
FEMB
First Tr ETF Emerging Markets

ETFs
788
+ 6.59%
$26.01 - $28.88 $20.5K - $22.8K
12.7K $368K
CG
Carlyle Group Inc.

Financial Services
95
+ 1.77%
$34.78 - $51.4 $3.3K - $4.88K
5.46K $280K
GL
Globe Life Inc.

Financial Services
461
+ 27.74%
$113.29 - $133.09 $52.2K - $61.4K
2.12K $263K
MLI
Mueller Industries Inc

Industrials
417
+ 11.37%
$68.45 - $79.6 $28.5K - $33.2K
4.08K $324K
SHEL
Shell PLC

Energy
933
+ 12.26%
$59.75 - $73.05 $55.7K - $68.2K
8.54K $601K
UBS
Ubs Group Ag

Financial Services
23
+ 0.17%
$26.12 - $33.82 $601 - $778
13.4K $453K
FSK
Fs Kkr Capital Corp

Financial Services
3.39K
+ 2.43%
$17.95 - $21.5 $60.9K - $73K
143K $2.97M
PSEC
Prospect Capital Corp

Financial Services
45.5K
+ 40.47%
$3.14 - $4.06 $143K - $185K
158K $502K
RUN
Sunrun Inc.

Technology
4.8K
+ 960.0%
$5.67 - $12.85 $27.2K - $61.7K
5.3K $43K
VMC
Vulcan Materials CO

Basic Materials
63
+ 7.54%
$226.49 - $276.01 $14.3K - $17.4K
899 $234K
FSLR
First Solar, Inc.

Technology
195
+ 130.87%
$120.38 - $192.98 $23.5K - $37.6K
344 $56K
HPQ
Hp Inc

Technology
2K
+ 60.69%
$21.88 - $29.32 $43.7K - $58.6K
5.29K $129K
NEP
Nextera Energy Partners, LP

Utilities
4K
+ 27.97%
N/A
18.3K $165K
VNLA
Janus Henderson Short Duration

ETFs
705
+ 21.83%
$48.74 - $49.2 $34.4K - $34.7K
3.93K $193K
FFIV
F5, Inc.

Technology
79
+ 17.52%
$239.25 - $295.9 $18.9K - $23.4K
530 $155K
ETR
Entergy Corp

Utilities
458
+ 33.28%
$79.01 - $86.61 $36.2K - $39.7K
1.83K $152K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
883
+ 1038.82%
$30.87 - $39.17 $27.3K - $34.6K
968 $37K
ILF
Ishares Latin America 40 ETF

ETFs
94
+ 0.8%
$21.35 - $26.21 $2.01K - $2.46K
11.8K $310K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.19K
+ 1058.04%
$24.96 - $25.5 $29.6K - $30.2K
1.3K $33K
IONQ
Ion Q, Inc.

Technology
400
+ 57.97%
$20.68 - $48.04 $8.27K - $19.2K
1.09K $46K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
552
+ 8.34%
$49.79 - $50.59 $27.5K - $27.9K
7.17K $362K
BKH
Black Hills Corp

Utilities
535
+ 4115.38%
$55.66 - $61.75 $29.8K - $33K
548 $30K
HBAN
Huntington Bancshares Inc

Financial Services
1.17K
+ 20.02%
$12.49 - $16.76 $14.6K - $19.6K
7.02K $117K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.03K
+ 63.04%
$47.24 - $62.46 $48.7K - $64.3K
2.66K $128K
PRN
Invesco Dwa Industrials Moment

ETFs
42
+ 3.63%
$122.83 - $157.05 $5.16K - $6.6K
1.2K $188K
NEAR
Blackrock Short Maturity Bond

ETFs
565
+ 41.51%
$50.41 - $51.17 $28.5K - $28.9K
1.93K $98K
ABNB
Airbnb, Inc.

Consumer Cyclical
131
+ 14.41%
$105.69 - $140.64 $13.8K - $18.4K
1.04K $137K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
295
+ 11.11%
$102.02 - $103.5 $30.1K - $30.5K
2.95K $303K
IAK
Ishares Tr

ETFs
254
+ 12.24%
$122.44 - $138.47 $31.1K - $35.2K
2.33K $313K
SCCO
Southern Copper Corp

Basic Materials
248
+ 77.26%
$75.63 - $104.64 $18.8K - $26K
569 $57K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 0.15%
$104.23 - $134.39 $208 - $269
1.33K $179K
HYMU
Blackrock ETF Tr Ii High Yield
1.11K
+ 103.16%
N/A
2.18K $50K
MP
Mp Materials Corp.

Basic Materials
651
+ 181.34%
$18.77 - $37.74 $12.2K - $24.6K
1.01K $33K
FRT
Federal Realty Investment Trust

Real Estate
263
+ 365.28%
$83.56 - $99.08 $22K - $26.1K
335 $31K
NTES
Net Ease, Inc.

Communication Services
158
+ 159.6%
$91.37 - $134.58 $14.4K - $21.3K
257 $34K
BXSL
Blackstone Secured Lending Fund

Financial Services
767
+ 109.57%
$26.88 - $32.74 $20.6K - $25.1K
1.47K $45K
JCI
Johnson Controls International PLC

Industrials
10
+ 1.16%
$71.14 - $105.62 $711 - $1.06K
869 $91K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
5
+ 0.28%
$74.67 - $97.29 $373 - $486
1.78K $173K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2
+ 0.03%
$38.32 - $45.16 $76.6 - $90.3
6.38K $288K
CBOE
Cboe Global Markets, Inc.

Financial Services
91
+ 61.49%
$205.81 - $234.23 $18.7K - $21.3K
239 $55K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.1K
+ 10.73%
N/A
11.3K $220K
CHY
Calamos Convertible & High Income Fund

Financial Services
553
+ 2.97%
$9.18 - $10.99 $5.08K - $6.08K
19.2K $210K
SWKS
Skyworks Solutions, Inc.

Technology
234
+ 61.9%
$49.2 - $74.95 $11.5K - $17.5K
612 $45K
KT
Kt Corp

Communication Services
5
+ 0.07%
$16.71 - $20.78 $83.6 - $104
6.8K $141K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
51
+ 0.73%
$26.69 - $33.44 $1.36K - $1.71K
7.06K $232K
VEEV
Veeva Systems Inc

Healthcare
18
+ 6.5%
$209.39 - $289.94 $3.77K - $5.22K
295 $84K
Activity Summary
Buys All Purchases 682 New Holdings 151 Increased Positions 531 Sells All Sells 1172 Reductions 1172 Sold out 0 Options Calls 0 Puts 0
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