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
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
30
+ 0.23%
$31.25 - $34.24 $938 - $1.03K
13.1K $448K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
589
+ 31.98%
$47.39 - $54.26 $27.9K - $32K
2.43K $126K
FSIG
First Tr ETF Iv LTD Duration I
1.74K
+ 4.17%
$18.74 - $19.04 $32.7K - $33.2K
43.6K $825K
HSBC
Hsbc Holdings PLC

Financial Services
492
+ 59.42%
$48.68 - $61.58 $24K - $30.3K
1.32K $75K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1
+ 0.01%
$26.05 - $30.88 $26.1 - $30.9
6.9K $213K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.34K
+ 9.86%
$35.54 - $37.44 $47.7K - $50.2K
15K $535K
GOLD
Barrick Gold Corp

Basic Materials
1.19K
+ 46.08%
$15.45 - $19.56 $18.4K - $23.4K
3.79K $73K
ASML
Asml Holding Nv

Technology
127
+ 7.51%
$662.63 - $776.99 $84.2K - $98.7K
1.82K $1.21M
UDR
Udr, Inc.

Real Estate
739
+ 3079.17%
$40.09 - $46.04 $29.6K - $34K
763 $34K
ELV
Elevance Health, Inc.

Healthcare
9
+ 1.99%
$365.9 - $436.25 $3.29K - $3.93K
462 $200K
CMS
Cms Energy Corp

Utilities
154
+ 6.43%
$64.99 - $75.11 $10K - $11.6K
2.55K $191K
NICE
Nice Ltd.

Technology
259
+ 52.64%
$139.18 - $178.5 $36K - $46.2K
751 $115K
NVR
Nvr Inc

Consumer Cyclical
11
+ 21.15%
$7062.02 - $8382.63 $77.7K - $92.2K
63 $456K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
2K
+ 1739.13%
$15.28 - $15.95 $30.6K - $31.9K
2.12K $32K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
3K
+ 42.81%
$11.94 - $12.73 $35.8K - $38.2K
10K $119K
JFR
Nuveen Floating Rate Income Fund

Financial Services
4K
+ 61.54%
$8.41 - $9.05 $33.6K - $36.2K
10.5K $88K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
4.41K
+ 23.21%
$3.88 - $4.37 $17.1K - $19.3K
23.4K $102K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
1.84K
+ 81.42%
$16.12 - $20.1 $29.7K - $37K
4.1K $75K
EPR
Epr Properties

Real Estate
242
+ 11.54%
$43.98 - $53.81 $10.6K - $13K
2.34K $123K
DGX
Quest Diagnostics Inc

Healthcare
218
+ 19.14%
N/A
1.36K $186K
PAYX
Paychex Inc

Industrials
31
+ 1.7%
$136.06 - $154.52 $4.22K - $4.79K
1.86K $286K
DPZ
Dominos Pizza Inc

Consumer Cyclical
9
+ 1.44%
$402.33 - $489.71 $3.62K - $4.41K
636 $292K
BAX
Baxter International Inc

Healthcare
534
+ 25.02%
$29.26 - $36.57 $15.6K - $19.5K
2.67K $91K
GLW
Corning Inc

Technology
1.15K
+ 8.68%
$44.91 - $54.25 $51.8K - $62.6K
14.5K $661K
VDE
Vanguard Energy ETF

ETFs
186
+ 28.48%
$119.14 - $132.76 $22.2K - $24.7K
839 $108K
DSTL
ETF Ser Solution Distillate Us

ETFs
560
+ 37.33%
$53.28 - $57.28 $29.8K - $32.1K
2.06K $111K
TXN
Texas Instruments Inc

Technology
148
+ 3.53%
N/A
4.34K $844K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2K
+ 45.12%
$13.33 - $14.08 $26.7K - $28.2K
6.43K $89K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
657
+ 68.87%
$40.55 - $48.43 $26.6K - $31.8K
1.61K $69K
IQLT
Ishares Msci Intl Quality Fact

ETFs
8
+ 0.07%
$36.91 - $41.03 $295 - $328
11.3K $448K
FDL
First Tr Morningstar Dividend

ETFs
294
+ 5.66%
$39.69 - $43.83 $11.7K - $12.9K
5.49K $238K
SPMD
Spdr Portfolio

ETFs
671
+ 32.34%
$50.21 - $57.73 $33.7K - $38.7K
2.75K $140K
AIT
Applied Industrial Technologies Inc

Industrials
262
+ 11.29%
$218.93 - $269.18 $57.4K - $70.5K
2.58K $582K
JCI
Johnson Controls International PLC

Industrials
331
+ 62.69%
$76.12 - $90.6 $25.2K - $30K
859 $68K
VLUE
Ishares Msci Usa Value Factor

ETFs
219
+ 6.66%
$104.89 - $113.56 $23K - $24.9K
3.51K $374K
PRN
Invesco Dwa Industrials Moment

ETFs
298
+ 34.65%
$134.74 - $169.56 $40.2K - $50.5K
1.16K $159K
PEG
Public Service Enterprise Group Inc

Utilities
446
+ 8.57%
$78.2 - $90.39 $34.9K - $40.3K
5.65K $465K
STLG
Ishares Factors Us Growth Styl

ETFs
509
+ 5.92%
N/A
9.11K $458K
ARCC
Ares Capital Corp

Financial Services
272
+ 0.37%
$21.28 - $23.81 $5.79K - $6.48K
74.7K $1.66M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
408
+ 30.54%
$42.3 - $53.69 $17.3K - $21.9K
1.74K $90K
FSV
First Service Corp

Real Estate
186
+ 52.1%
$159.66 - $185.88 $29.7K - $34.6K
543 $90K
TTWO
Take Two Interactive Software Inc

Communication Services
107
+ 64.85%
$178.61 - $217.95 $19.1K - $23.3K
272 $56K
MLI
Mueller Industries Inc

Industrials
468
+ 14.63%
$76.14 - $82.67 $35.6K - $38.7K
3.67K $279K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7
+ 0.13%
$68.32 - $75.06 $478 - $525
5.5K $410K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.92K
+ 13.08%
$12.94 - $14.29 $50.7K - $56K
33.9K $444K
ABEV
Ambev S.A.

Consumer Defensive
1.85K
+ 4.23%
$1.77 - $2.37 $3.28K - $4.39K
45.6K $106K
SMG
Scotts Miracle Gro CO

Basic Materials
454
+ 477.89%
$54.76 - $77.7 $24.9K - $35.3K
549 $30K
KMB
Kimberly Clark Corp

Consumer Defensive
75
+ 6.43%
$124.46 - $147.4 $9.33K - $11.1K
1.24K $176K
ABNB
Airbnb, Inc.

Consumer Cyclical
260
+ 40.06%
$119.38 - $161.42 $31K - $42K
909 $108K
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
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