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
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.5K
+ 12.05%
$29.2 - $32.74 $43.8K - $49.1K
13.9K $443K
FTSL
First Trust Senior Ln Fund

ETFs
1.68K
+ 11.72%
$45.81 - $46.18 $76.7K - $77.4K
16K $731K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.04K
+ 176.31%
$56.05 - $67.13 $58.4K - $69.9K
1.63K $109K
MSI
Motorola Solutions, Inc.

Technology
104
+ 15.14%
$408.73 - $490.3 $42.5K - $51K
791 $361K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
280
+ 5.54%
$128.6 - $136.01 $36K - $38.1K
5.33K $721K
MNST
Monster Beverage Corp

Consumer Defensive
934
+ 48.07%
$58.65 - $67.31 $54.8K - $62.9K
2.88K $193K
RL
Ralph Lauren Corp

Consumer Cyclical
134
+ 17.4%
$272.1 - $320.75 $36.5K - $43K
904 $283K
NRG
Nrg Energy, Inc.

Utilities
422
+ 16.34%
$144.77 - $173.91 $61.1K - $73.4K
3K $486K
PFE
Pfizer Inc

Healthcare
522
+ 1.14%
$23.29 - $25.88 $12.2K - $13.5K
46.3K $1.18M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
517
+ 4.11%
$75.26 - $80.19 $38.9K - $41.5K
13.1K $1.04M
BP
Bp PLC

Energy
1.15K
+ 17.49%
$30.25 - $35.69 $34.7K - $41K
7.71K $265K
HSY
Hershey CO

Consumer Defensive
203
+ 15.16%
$161.95 - $193.45 $32.9K - $39.3K
1.54K $288K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
665
+ 30.83%
$79.76 - $85.78 $53K - $57K
2.82K $238K
ILF
Ishares Latin America 40 ETF

ETFs
1.12K
+ 9.47%
$24.77 - $28.98 $27.8K - $32.5K
13K $374K
EXEL
Exelixis, Inc.

Healthcare
2K
+ 27.74%
$36.22 - $46.25 $72.6K - $92.7K
9.23K $381K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.03%
$136.48 - $142.97 $682 - $715
14.6K $2.04M
MPLX
Mplx LP

Energy
1.48K
+ 19.9%
$49.42 - $52.71 $73.3K - $78.2K
8.93K $446K
SE
Sea LTD

Consumer Cyclical
62
+ 2.3%
$146.23 - $196.5 $9.07K - $12.2K
2.76K $493K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
2.84K
+ 7.6%
$13.87 - $14.46 $39.4K - $41K
40.2K $580K
FSV
First Service Corp

Real Estate
300
+ 300.0%
$175.69 - $208.43 $52.7K - $62.5K
400 $76K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.5K
+ 37.5%
$11.51 - $12.4 $51.8K - $55.8K
16.5K $202K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
18
+ 0.19%
$63.92 - $70.83 $1.15K - $1.27K
9.53K $672K
GLDM
World Gold Trust

ETFs
62
+ 1.24%
$64.73 - $76.45 $4.01K - $4.74K
5.05K $385K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
421
+ 738.6%
$105.16 - $140.03 $44.3K - $59K
478 $64K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12
+ 0.04%
$24.46 - $26.5 $294 - $318
30.6K $805K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
45
+ 0.37%
$74.73 - $80.82 $3.36K - $3.64K
12.2K $968K
CW
Curtiss Wright Corp

Industrials
50
+ 9.11%
$472.43 - $542.94 $23.6K - $27.1K
599 $325K
MAIN
Main Street Capital Corp

Financial Services
884
+ 442.0%
$59.28 - $67.54 $52.4K - $59.7K
1.08K $68K
EWJ
Ishares Msci Japan ETF

ETFs
103
+ 1.13%
$71.69 - $81.49 $7.38K - $8.39K
9.24K $741K
ITUB
Itau Unibanco Holding S.A.

Financial Services
3.73K
+ 7.19%
$6.18 - $7.41 $23.1K - $27.7K
55.7K $408K
SOUN
Soundhound Ai, Inc.

Technology
3.34K
+ 715.42%
$10.11 - $18.05 $33.8K - $60.3K
3.81K $61K
RGTI
Rigetti Computing, Inc.

Technology
1.8K
+ 2400.0%
$11.33 - $32.1 $20.4K - $57.8K
1.88K $55K
CLNE
Clean Energy Fuels Corp.

Energy
20.9K
+ 2472.75%
$1.97 - $2.83 $41.1K - $59.1K
21.7K $56K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
282
+ 215.27%
$185.65 - $214.38 $52.4K - $60.5K
413 $82K
COP
Conocophillips

Energy
31
+ 0.29%
$91.0 - $98.99 $2.82K - $3.07K
10.7K $1.01M
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.44K
+ 45.96%
$18.74 - $23.05 $64.4K - $79.2K
10.9K $214K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.99K
+ 4.03%
$22.64 - $23.22 $45.1K - $46.3K
51.5K $1.19M
SOXL
Direxion Daily Semiconductor B

ETFs
1K
+ 52.08%
$23.99 - $34.84 $24K - $34.9K
2.93K $101K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
2.48K
+ 25.02%
$15.69 - $16.9 $38.9K - $41.9K
12.4K $208K
IAK
Ishares Tr

ETFs
387
+ 16.61%
$126.37 - $134.46 $48.9K - $52K
2.72K $364K
MDT
Medtronic PLC

Healthcare
249
+ 7.51%
$87.67 - $95.74 $21.8K - $23.8K
3.57K $339K
UGI
Ugi Corp

Utilities
1.51K
+ 336.3%
$32.64 - $37.14 $49.3K - $56.1K
1.96K $65K
NDAQ
Nasdaq, Inc.

Financial Services
595
+ 17.59%
$86.73 - $96.94 $51.6K - $57.7K
3.98K $351K
CNC
Centene Corp

Healthcare
1.78K
+ 220.25%
$25.21 - $56.65 $45K - $101K
2.59K $92K
PSX
Phillips 66

Energy
152
+ 9.87%
$118.37 - $139.46 $18K - $21.2K
1.69K $230K
MUB
Ishares National Muni Bond ETF

ETFs
296
+ 3.88%
$103.24 - $106.68 $30.6K - $31.6K
7.92K $843K
ROST
Ross Stores, Inc.

Consumer Cyclical
245
+ 81.13%
$127.59 - $152.81 $31.3K - $37.4K
547 $83K
IRM
Iron Mountain Inc

Real Estate
518
+ 3.84%
$89.46 - $104.46 $46.3K - $54.1K
14K $1.43M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.38K
+ 4.29%
$49.34 - $53.96 $68.2K - $74.6K
33.6K $1.76M
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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