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
LYV
Live Nation Entertainment, Inc.

Communication Services
517
+ 12.28%
$115.79 - $154.66 $59.9K - $80K
4.73K $617K
WRB
Berkley W R Corp

Financial Services
132
+ 2.69%
$56.7 - $71.27 $7.48K - $9.41K
5.05K $359K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.05K
+ 1.6%
$25.1 - $25.34 $51.6K - $52K
131K $3.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.27K
+ 9.05%
$42.18 - $45.16 $53.5K - $57.3K
15.3K $675K
VAL
Valaris LTD

Energy
2.32K
+ 55.14%
$32.85 - $49.52 $76.2K - $115K
6.53K $256K
CLX
Clorox CO

Consumer Defensive
499
+ 133.42%
$141.76 - $162.89 $70.7K - $81.3K
873 $128K
IAK
Ishares Tr

ETFs
341
+ 19.65%
$121.85 - $137.9 $41.6K - $47K
2.08K $286K
RDVY
First Trust Rising Dividend Ac

ETFs
2.01K
+ 2.3%
$57.22 - $63.39 $115K - $127K
89.5K $5.24M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.44K
+ 28.85%
$27.56 - $32.1 $94.7K - $110K
15.3K $431K
PAA
Plains All American Pipeline LP

Energy
202
+ 0.97%
$17.32 - $20.96 $3.5K - $4.23K
21K $420K
PSEC
Prospect Capital Corp

Financial Services
20.2K
+ 21.97%
$4.1 - $4.45 $83K - $90.1K
112K $460K
DRI
Darden Restaurants Inc

Consumer Cyclical
173
+ 13.93%
$180.02 - $208.56 $31.1K - $36.1K
1.42K $293K
ITUB
Itau Unibanco Holding S.A.

Financial Services
6.85K
+ 15.32%
$4.87 - $6.28 $33.4K - $43K
51.6K $283K
BP
Bp PLC

Energy
959
+ 14.14%
$29.93 - $35.31 $28.7K - $33.9K
7.74K $261K
WY
Weyerhaeuser CO

Real Estate
1.89K
+ 40.66%
$27.29 - $31.39 $51.7K - $59.5K
6.55K $191K
VNLA
Janus Henderson Short Duration

ETFs
1.23K
+ 61.13%
$48.89 - $49.21 $59.9K - $60.3K
3.23K $158K
CAG
Conagra Brands Inc.

Consumer Defensive
2.24K
+ 216.04%
$23.9 - $27.67 $53.4K - $61.9K
3.27K $87K
SYK
Stryker Corp

Healthcare
42
+ 1.22%
$355.18 - $399.9 $14.9K - $16.8K
3.47K $1.29M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5K
+ 28.49%
$11.4 - $11.96 $57K - $59.8K
22.5K $259K
DFAI
Dimensional ETF Tr

ETFs
80
+ 0.31%
$28.88 - $32.4 $2.31K - $2.59K
25.7K $803K
CTRA
Coterra Energy Inc.

Energy
1.86K
+ 428.57%
$25.51 - $29.83 $47.4K - $55.5K
2.29K $66K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.2K
+ 76.96%
$24.5 - $24.95 $54K - $55K
5.07K $125K
HYLS
First Tr Tactical High Yield L

ETFs
1.52K
+ 5.24%
$40.95 - $41.77 $62.4K - $63.7K
30.6K $1.26M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
37
+ 115.63%
$1227.6 - $1458.46 $45.4K - $54K
69 $93K
MFC
Manulife Financial Corp

Financial Services
1.68K
+ 94.75%
$28.41 - $31.82 $47.7K - $53.4K
3.45K $107K
TRP
Tc Energy Corp

Energy
1.1K
+ 102.71%
$44.29 - $49.27 $48.7K - $54.2K
2.17K $102K
ILF
Ishares Latin America 40 ETF

ETFs
1.03K
+ 9.57%
$20.87 - $24.43 $21.4K - $25.1K
11.8K $276K
CEG
Constellation Energy Corp

Utilities
970
+ 15.67%
$201.63 - $347.44 $196K - $337K
7.16K $1.44M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
647
+ 2.09%
$30.35 - $33.16 $19.6K - $21.5K
31.6K $1.01M
CME
Cme Group Inc.

Financial Services
29
+ 2.2%
$225.82 - $266.54 $6.55K - $7.73K
1.35K $357K
CRVL
Corvel Corp

Financial Services
413
+ 8.09%
$103.48 - $128.46 $42.7K - $53.1K
5.52K $617K
PKG
Packaging Corp Of America

Consumer Cyclical
308
+ 67.99%
$192.03 - $242.13 $59.1K - $74.6K
761 $150K
IAT
Ishares Tr

ETFs
1.03K
+ 1236.14%
$44.84 - $53.56 $46K - $55K
1.11K $51K
PSIX
Power Solutions International, Inc.

Industrials
2.74K
+ 84.52%
$25.28 - $43.7 $69.3K - $120K
5.98K $151K
O
Realty Income Corp

Real Estate
476
+ 11.91%
$51.67 - $58.49 $24.6K - $27.8K
4.47K $259K
PPA
Invesco Exchange Traded Fd Tr

ETFs
330
+ 10.35%
$113.59 - $123.29 $37.5K - $40.7K
3.52K $410K
SU
Suncor Energy Inc

Energy
482
+ 5.51%
$34.27 - $40.63 $16.5K - $19.6K
9.23K $357K
NXPI
Nxp Semiconductors N.V.

Technology
324
+ 34.36%
$189.99 - $245.86 $61.6K - $79.7K
1.27K $240K
APD
Air Products & Chemicals, Inc.

Basic Materials
112
+ 4.96%
$283.24 - $338.07 $31.7K - $37.9K
2.37K $698K
HSY
Hershey CO

Consumer Defensive
234
+ 12.42%
$144.74 - $186.36 $33.9K - $43.6K
2.12K $362K
VTR
Ventas, Inc.

Real Estate
256
+ 10.05%
$56.9 - $70.47 $14.6K - $18K
2.8K $192K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.02%
$110.86 - $121.12 $111 - $121
4.68K $566K
OEF
Ishares S&P 100 ETF

ETFs
156
+ 3.4%
N/A
4.75K $1.26M
XEL
Xcel Energy Inc

Utilities
273
+ 3.98%
$63.37 - $72.1 $17.3K - $19.7K
7.14K $505K
CNP
Centerpoint Energy Inc

Utilities
1.14K
+ 802.11%
$30.87 - $36.25 $35.2K - $41.3K
1.28K $46K
EOG
Eog Resources Inc

Energy
31
+ 0.47%
$120.54 - $138.05 $3.74K - $4.28K
6.61K $847K
CW
Curtiss Wright Corp

Industrials
164
+ 56.94%
$304.82 - $384.07 $50K - $63K
452 $143K
BR
Broadridge Financial Solutions, Inc.

Technology
34
+ 1.66%
$221.46 - $244.83 $7.53K - $8.32K
2.08K $503K
LCID
Lucid Group, Inc.

Consumer Cyclical
19.4K
+ 153.11%
$2.03 - $3.48 $39.4K - $67.5K
32.1K $77K
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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