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
VIS
Vanguard Industrial ETF

ETFs
43
+ 17.13%
$220.04 - $280.07 $9.46K - $12K
294 $82K
DGS
Wisdomtree Emerging Markets Sm

ETFs
9
+ 0.31%
$43.34 - $55.24 $390 - $497
2.87K $158K
PEGA
Pegasystems Inc

Technology
414
+ 274.17%
$49.95 - $103.29 $20.7K - $42.8K
565 $30K
TDIV
First Trust Nasdaq Technology

ETFs
33
+ 3.42%
$64.41 - $90.17 $2.13K - $2.98K
999 $90K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
143
+ 48.31%
$91.51 - $113.03 $13.1K - $16.2K
439 $49K
PSCT
Invesco S&P Smallcap Informati

ETFs
1
+ 0.03%
$34.03 - $46.24 $34 - $46.2
3.15K $145K
NTNX
Nutanix, Inc.

Technology
247
+ 1176.19%
$58.17 - $83.07 $14.4K - $20.5K
268 $20K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
133
+ 23.25%
$91.62 - $109.97 $12.2K - $14.6K
705 $77K
PWFL
Power Fleet, Inc.

Technology
3.62K
+ 39.65%
N/A
12.8K $63K
COLD
Americold Realty Trust

Real Estate
1.78K
+ 73.5%
$16.31 - $21.47 $29K - $38.1K
4.19K $69K
INSM
Insmed Inc

Healthcare
12
+ 1.75%
$64.81 - $105.9 $778 - $1.27K
697 $70K
IYT
Ishares Tr U.S. Transportation

ETFs
103
+ 4.37%
$55.22 - $68.54 $5.69K - $7.06K
2.46K $168K
SMG
Scotts Miracle Gro CO

Basic Materials
176
+ 32.06%
$48.21 - $66.48 $8.48K - $11.7K
725 $47K
IYM
Ishares Tr

ETFs
8
+ 0.28%
$116.16 - $140.01 $929 - $1.12K
2.86K $400K
SLDP
Solid Power, Inc.

Industrials
5K
+ 111.11%
$0.93 - $2.28 $4.65K - $11.4K
9.5K $20K
ALLE
Allegion PLC

Industrials
103
+ 78.03%
$118.52 - $145.64 $12.2K - $15K
235 $33K
STAG
Stag Industrial, Inc.

Real Estate
434
+ 209.66%
$30.08 - $37.02 $13.1K - $16.1K
641 $23K
OLED
Universal Display Corp Pa

Technology
1
+ 0.1%
$106.6 - $161.02 $107 - $161
1.03K $159K
ONTO
Onto Innovation Inc.

Technology
164
+ 348.94%
$88.5 - $133.37 $14.5K - $21.9K
211 $21K
RFG
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.25%
$39.08 - $48.9 $313 - $391
3.15K $153K
CNC
Centene Corp

Healthcare
344
+ 73.82%
$53.4 - $64.29 $18.4K - $22.1K
810 $43K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
538
+ 10.62%
$24.48 - $24.9 $13.2K - $13.4K
5.61K $139K
EXPE
Expedia Group, Inc.

Consumer Cyclical
80
+ 114.29%
$136.63 - $176.62 $10.9K - $14.1K
150 $25K
FTCS
First Trust Capital Strength E

ETFs
38
+ 0.45%
$81.6 - $92.39 $3.1K - $3.51K
8.47K $769K
DUOL
Duolingo, Inc.

Technology
26
+ 66.67%
$292.88 - $540.68 $7.61K - $14.1K
65 $26K
BALL
Ball Corp

Consumer Cyclical
6
+ 0.18%
$44.94 - $56.99 $270 - $342
3.26K $183K
TRMB
Trimble Inc.

Technology
24
+ 2.13%
$55.12 - $75.98 $1.32K - $1.82K
1.15K $87K
HUBB
Hubbell Inc

Industrials
29
+ 126.09%
$315.94 - $408.41 $9.16K - $11.8K
52 $21K
FNDF
Schwab Fundamental Intl Large

ETFs
273
+ 31.71%
$32.25 - $40.02 $8.8K - $10.9K
1.13K $45K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
290
+ 3.13%
$8.74 - $11.04 $2.53K - $3.2K
9.56K $105K
OTIS
Otis Worldwide Corp

Industrials
188
+ 15.27%
$90.88 - $104.3 $17.1K - $19.6K
1.42K $140K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
359
+ 1.79%
$14.37 - $16.29 $5.16K - $5.85K
20.4K $332K
STNG
Scorpio Tankers Inc.

Energy
330
+ 77.1%
$31.86 - $44.3 $10.5K - $14.6K
758 $29K
ELMD
Electromed, Inc.

Healthcare
1K
+ 22.7%
$19.34 - $24.19 $19.3K - $24.2K
5.41K $118K
WDC
Western Digital Corp

Technology
97
+ 41.81%
$30.54 - $63.99 $2.96K - $6.21K
329 $21K
PBF
Pbf Energy Inc.

Energy
200
+ 6.97%
$14.37 - $24.39 $2.87K - $4.88K
3.07K $66K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
704
+ 103.99%
$11.9 - $15.57 $8.38K - $11K
1.38K $21K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
14
+ 0.34%
$26.53 - $32.81 $371 - $459
4.11K $132K
ENVX
Enovix Corp

Industrials
200
+ 6.62%
$5.46 - $10.53 $1.09K - $2.11K
3.22K $33K
CDW
Cdw Corp

Technology
13
+ 2.59%
$144.49 - $190.68 $1.88K - $2.48K
515 $91K
CABO
Cable One, Inc.

Communication Services
449
+ 117.54%
$126.05 - $276.15 $56.6K - $124K
831 $112K
WMS
Advanced Drainage Systems, Inc.

Industrials
49
+ 5.99%
$96.79 - $123.55 $4.74K - $6.05K
867 $99K
ZS
Zscaler, Inc.

Technology
4
+ 4.76%
$174.67 - $315.32 $699 - $1.26K
88 $27K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 0.49%
$224.32 - $326.09 $224 - $326
205 $66K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
150
+ 2.18%
$10.8 - $16.92 $1.62K - $2.54K
7.04K $96K
RPAY
Repay Holdings Corp

Technology
3.36K
+ 44.15%
$3.71 - $5.77 $12.5K - $19.4K
11K $52K
SRLN
Ssga Active Trust

ETFs
221
+ 8.09%
$39.47 - $41.59 $8.72K - $9.19K
2.95K $122K
IT
Gartner Inc

Technology
25
+ 96.15%
$377.5 - $449.52 $9.44K - $11.2K
51 $20K
BYRN
Byrna Technologies Inc.

Industrials
150
+ 37.5%
$14.96 - $33.14 $2.24K - $4.97K
550 $16K
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email