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
RSP
Invesco S&P 500 Equal Weight E

ETFs
186
+ 1.71%
$181.56 - $190.33 $33.8K - $35.4K
11.1K $2.1M
AIT
Applied Industrial Technologies Inc

Industrials
151
+ 5.3%
$242.14 - $275.72 $36.6K - $41.6K
3K $783K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.37K
+ 9.57%
$50.53 - $50.82 $120K - $120K
27.1K $1.38M
LRN
Stride, Inc.

Consumer Defensive
739
+ 28.41%
$128.23 - $169.81 $94.8K - $125K
3.34K $497K
O
Realty Income Corp

Real Estate
1.72K
+ 38.1%
$56.13 - $60.79 $96.4K - $104K
6.22K $378K
AEM
Agnico Eagle Mines LTD

Basic Materials
175
+ 9.74%
$116.14 - $168.56 $20.3K - $29.5K
1.97K $332K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.51K
+ 7.38%
$41.29 - $44.71 $62.3K - $67.5K
21.9K $965K
SBAC
Sba Communications Corp

Real Estate
645
+ 366.48%
$191.35 - $239.35 $123K - $154K
821 $158K
VNQ
Vanguard Specialized Funds Van

ETFs
1.05K
+ 14.01%
$88.47 - $93.24 $93.1K - $98.1K
8.56K $782K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.28K
+ 4.97%
$78.96 - $80.04 $101K - $102K
27.1K $2.16M
MTZ
Mastec Inc

Industrials
18
+ 0.7%
$168.23 - $212.81 $3.03K - $3.83K
2.58K $547K
CVNA
Carvana Co.

Consumer Cyclical
235
+ 43.52%
$326.09 - $392.66 $76.6K - $92.3K
775 $292K
KGC
Kinross Gold Corp

Basic Materials
4.35K
+ 1242.86%
$15.19 - $24.85 $66.1K - $108K
4.7K $116K
VPN
Global X Fds Data Ctr Reits &

ETFs
6.88K
+ 7476.09%
N/A
6.97K $111K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11.7K
+ 167.39%
$8.55 - $9.1 $100K - $107K
18.7K $170K
IWN
Ishares Russell2000 Val ETF

ETFs
366
+ 15.94%
$157.1 - $178.94 $57.5K - $65.5K
2.66K $470K
SNPS
Synopsys Inc

Technology
248
+ 33.29%
$387.78 - $645.35 $96.2K - $160K
993 $489K
PWV
Invesco Exchange Traded Fd Tr

ETFs
82
+ 0.25%
$61.22 - $65.41 $5.02K - $5.36K
33.5K $2.18M
SMR
Nuscale Power Corp

Industrials
3.41K
+ 74.63%
$32.65 - $51.67 $111K - $176K
7.99K $287K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
387
+ 1.27%
$36.93 - $40.55 $14.3K - $15.7K
30.8K $1.24M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
442
+ 0.95%
$29.97 - $32.38 $13.2K - $14.3K
47.2K $1.5M
SKYY
First Trust Cloud Computing Et

ETFs
182
+ 3.02%
$118.24 - $138.53 $21.5K - $25.2K
6.2K $833K
FDIS
Fidelity Covington Tr Msci Con

ETFs
252
+ 3.0%
$93.41 - $104.11 $23.5K - $26.2K
8.64K $889K
QBTS
D Wave Quantum Inc.

Technology
1.38K
+ 21.02%
$14.81 - $27.72 $20.4K - $38.3K
7.95K $196K
DE
Deere & CO

Industrials
451
+ 21.54%
$457.26 - $524.37 $206K - $236K
2.55K $1.16M
TRP
Tc Energy Corp

Energy
1.7K
+ 158.73%
$46.58 - $54.41 $79.2K - $92.5K
2.77K $150K
IGM
Ishares Expanded Tech Sector E

ETFs
440
+ 14.36%
$110.96 - $127.67 $48.8K - $56.2K
3.51K $441K
IWS
Ishares Russell Midcap Value E

ETFs
451
+ 10.39%
$132.83 - $140.61 $59.9K - $63.4K
4.79K $669K
XAR
Spdr S&P Aerospace & Defense E

ETFs
100
+ 3.45%
$205.52 - $234.96 $20.6K - $23.5K
3K $705K
RACE
Ferrari N.V.

Consumer Cyclical
200
+ 33.33%
$436.24 - $517.65 $87.2K - $104K
800 $388K
VICI
Vici Properties Inc.

Real Estate
2.85K
+ 92.44%
$31.43 - $33.93 $89.5K - $96.6K
5.93K $193K
BNDX
Vanguard Total International B

ETFs
1.88K
+ 5.68%
$49.0 - $49.51 $91.9K - $92.9K
34.9K $1.73M
VO
Vanguard Mid Cap ETF

ETFs
27
+ 0.47%
$279.83 - $293.74 $7.56K - $7.93K
5.83K $1.71M
ITB
Ishares Tr

ETFs
538
+ 23.98%
$94.18 - $117.14 $50.7K - $63K
2.78K $298K
ARES
Ares Management Corp

Financial Services
772
+ 28.97%
$159.89 - $192.76 $123K - $149K
3.44K $549K
FSS
Federal Signal Corp

Industrials
458
+ 17.17%
$104.86 - $129.8 $48K - $59.4K
3.13K $371K
WRB
Berkley W R Corp

Financial Services
1.08K
+ 53.72%
$67.78 - $76.62 $72.9K - $82.4K
3.08K $235K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.02K
+ 16.54%
$70.77 - $73.59 $72.2K - $75.1K
7.19K $526K
EWX
Spdr S&P Emerging Markets Smal

ETFs
224
+ 1.63%
$61.93 - $68.12 $13.9K - $15.3K
13.9K $938K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.47K
+ 812.18%
$25.5 - $35.2 $88.4K - $122K
3.9K $99K
EXC
Exelon Corp

Utilities
1.53K
+ 16.69%
$42.73 - $45.54 $65.5K - $69.8K
10.7K $482K
BK
Bank Of New York Mellon Corp

Financial Services
248
+ 8.05%
$90.65 - $109.75 $22.5K - $27.2K
3.33K $362K
CF
Cf Industries Holdings, Inc.

Basic Materials
942
+ 74.82%
$80.91 - $98.75 $76.2K - $93K
2.2K $197K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
6K
+ 19.02%
$11.04 - $11.83 $66.2K - $71K
37.5K $438K
NKE
Nike, Inc.

Consumer Cyclical
1.26K
+ 23.96%
$69.24 - $79.24 $86.9K - $99.4K
6.49K $452K
VAL
Valaris LTD

Energy
181
+ 1.72%
$43.9 - $52.99 $7.95K - $9.59K
10.7K $522K
TDW
Tidewater Inc

Energy
61
+ 0.59%
$46.32 - $63.19 $2.83K - $3.85K
10.5K $558K
NCR
Ncr Corp

Technology
4.85K
+ 136.29%
N/A
8.4K $132K
SIL
Global X Silver Miners ETF

ETFs
901
+ 168.73%
$47.34 - $71.63 $42.7K - $64.5K
1.44K $102K
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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