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
BROS
Dutch Bros Inc.

Consumer Cyclical
2.25K
+ 357.39%
$55.77 - $85.37 $125K - $192K
2.88K $177K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
4K
+ 27.72%
$19.53 - $25.74 $78.1K - $103K
18.4K $446K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.61K
+ 337.89%
$92.71 - $107.38 $149K - $172K
2.08K $193K
WMB
Williams Companies, Inc.

Energy
1.96K
+ 44.61%
$54.02 - $61.09 $106K - $120K
6.36K $379K
HWM
Howmet Aerospace Inc.

Industrials
105
+ 1.71%
$110.79 - $139.39 $11.6K - $14.6K
6.23K $807K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.26K
+ 20.88%
$47.08 - $50.67 $106K - $114K
13.1K $657K
NTAP
Net App, Inc.

Technology
2.07K
+ 123.48%
$87.84 - $126.3 $182K - $261K
3.74K $328K
PHM
Pultegroup Inc

Consumer Cyclical
1.32K
+ 80.91%
$101.09 - $118.51 $134K - $157K
2.96K $303K
HPE
Hewlett Packard Enterprise CO

Technology
8.99K
+ 361.04%
$14.77 - $24.42 $133K - $220K
11.5K $177K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
827
+ 1.31%
$81.83 - $82.73 $67.7K - $68.4K
64K $5.29M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
511
+ 3.64%
$97.25 - $104.79 $49.7K - $53.5K
14.5K $1.51M
SBAC
Sba Communications Corp

Real Estate
421
+ 40.4%
$192.76 - $224.91 $81.2K - $94.7K
1.46K $321K
EEM
Ishares Msci Emerging Markets

ETFs
383
+ 0.78%
$40.81 - $45.34 $15.6K - $17.4K
49.6K $2.17M
BNDX
Vanguard Total International B

ETFs
2.35K
+ 9.55%
$48.33 - $49.5 $114K - $116K
27K $1.32M
AAL
American Airlines Group Inc.

Industrials
9.72K
+ 67.64%
N/A
24.1K $266K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
488
+ 4.48%
$63.07 - $73.5 $30.8K - $35.9K
11.4K $798K
DGRO
Ishares Core Dividend Growth E

ETFs
1.55K
+ 5.67%
$60.46 - $64.42 $93.4K - $99.5K
28.8K $1.78M
CQP
Cheniere Energy Partners, L.P.

Energy
474
+ 8.05%
$55.42 - $67.71 $26.3K - $32.1K
6.36K $420K
NSC
Norfolk Southern Corp

Industrials
384
+ 5.78%
$227.69 - $259.76 $87.4K - $99.7K
7.03K $1.66M
KIE
Spdr S&P Insurance ETF

ETFs
398
+ 2.01%
$54.24 - $60.81 $21.6K - $24.2K
20.2K $1.22M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.76K
+ 70.05%
$26.64 - $27.14 $100K - $102K
9.12K $244K
AZN
Astrazeneca PLC

Healthcare
679
+ 10.63%
$65.37 - $77.96 $44.4K - $52.9K
7.07K $519K
NOC
Northrop Grumman Corp

Industrials
98
+ 8.28%
$433.45 - $513.82 $42.5K - $50.4K
1.28K $655K
MMM
3 M CO

Industrials
241
+ 6.9%
$129.7 - $155.12 $31.3K - $37.4K
3.73K $548K
MNST
Monster Beverage Corp

Consumer Defensive
1.56K
+ 284.15%
$46.16 - $58.58 $72K - $91.4K
2.11K $123K
PWV
Invesco Exchange Traded Fd Tr

ETFs
143
+ 0.43%
$56.58 - $60.89 $8.09K - $8.71K
33.2K $1.98M
FVD
First Tr Value Line Divid Inde

ETFs
1.11K
+ 2.35%
$42.61 - $45.51 $47.1K - $50.3K
48.2K $2.15M
ZM
Zoom Video Communications, Inc.

Technology
1.27K
+ 990.63%
$72.23 - $88.64 $91.6K - $112K
1.4K $102K
CMCSA
Comcast Corp

Communication Services
2.97K
+ 9.74%
$33.19 - $38.23 $98.4K - $113K
33.4K $1.23M
IWM
Ishares Russell 2000 ETF

ETFs
3.43K
+ 12.43%
$198.1 - $229.79 $679K - $788K
31K $6.19M
MPLX
Mplx LP

Energy
807
+ 9.91%
$47.88 - $54.65 $38.6K - $44.1K
8.95K $479K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
810
+ 2.82%
$100.32 - $100.76 $81.3K - $81.6K
29.6K $2.97M
SUB
Ishares Short Term National Mu

ETFs
798
+ 2.22%
$105.3 - $106.24 $84K - $84.8K
36.8K $3.88M
PSX
Phillips 66

Energy
505
+ 17.65%
$113.93 - $131.55 $57.5K - $66.4K
3.37K $415K
DOCU
Docusign, Inc.

Technology
1.09K
+ 946.96%
$74.7 - $97.7 $81.3K - $106K
1.2K $98K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.55K
+ 444.99%
$55.11 - $65.5 $85.6K - $102K
1.9K $108K
NVS
Novartis Ag

Healthcare
446
+ 17.25%
$97.14 - $115.57 $43.3K - $51.5K
3.03K $338K
FNDX
Schwab Fundamental U S Large C

ETFs
3.76K
+ 5.4%
$23.03 - $25.01 $86.6K - $94K
73.4K $1.73M
IP
International Paper CO

Consumer Cyclical
1.55K
+ 2343.94%
$49.38 - $60.09 $76.4K - $93K
1.61K $86K
EXEL
Exelixis, Inc.

Healthcare
1.38K
+ 15.33%
$32.38 - $39.16 $44.7K - $54.1K
10.4K $383K
PDI
Pimco Dynamic Income Fund

Financial Services
2.86K
+ 17.78%
$18.51 - $20.05 $52.9K - $57.3K
18.9K $375K
SHEL
Shell PLC

Energy
9
+ 0.12%
$62.84 - $73.29 $566 - $660
7.61K $557K
WPC
W. P. Carey Inc.

Real Estate
997
+ 48.52%
$53.5 - $65.05 $53.3K - $64.9K
3.05K $192K
UL
Unilever PLC

Consumer Defensive
553
+ 3.57%
$54.72 - $60.29 $30.3K - $33.3K
16.1K $956K
NEM
Newmont Corp

Basic Materials
1.31K
+ 125.02%
$37.79 - $48.39 $49.5K - $63.3K
2.36K $113K
CACI
Caci International Inc

Technology
177
+ 67.56%
N/A
439 $187K
SAND
Sandstorm Gold LTD

Basic Materials
67
+ 0.18%
$5.54 - $7.65 $371 - $513
36.8K $278K
UGI
Ugi Corp

Utilities
2.18K
+ 3961.82%
$28.0 - $34.16 $61K - $74.4K
2.23K $73K
OKE
Oneok Inc

Energy
913
+ 6.05%
$89.57 - $109.85 $81.8K - $100K
16K $1.59M
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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