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
AVEM
American Centy ETF Tr Avantis

ETFs
575
+ 324.86%
$68.33 - $75.41 $39.3K - $43.4K
752 $56K
RIO
Rio Tinto PLC

Basic Materials
173
+ 4.24%
$57.66 - $66.01 $9.98K - $11.4K
4.26K $281K
EPD
Enterprise Products Partners L.P.

Energy
1.12K
+ 4.3%
$30.74 - $32.14 $34.4K - $36K
27.2K $849K
BKR
Baker Hughes CO

Energy
798
+ 357.85%
$38.68 - $50.55 $30.9K - $40.3K
1.02K $49K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
52
+ 2.24%
$301.44 - $365.84 $15.7K - $19K
2.37K $768K
CNQ
Canadian Natural Resources LTD

Energy
1.14K
+ 11.85%
$29.31 - $32.93 $33.3K - $37.4K
10.7K $342K
INSM
Insmed Inc

Healthcare
80
+ 11.48%
$96.14 - $147.2 $7.69K - $11.8K
777 $111K
AMGN
Amgen Inc

Healthcare
106
+ 3.22%
$271.18 - $309.22 $28.7K - $32.8K
3.4K $959K
SSNC
Ss&C Technologies Holdings Inc

Technology
426
+ 99.3%
$81.85 - $90.2 $34.9K - $38.4K
855 $75K
BHP
Bhp Group LTD

Basic Materials
578
+ 57.92%
$48.67 - $56.22 $28.1K - $32.5K
1.58K $87K
CABO
Cable One, Inc.

Communication Services
26
+ 3.13%
$119.56 - $177.68 $3.11K - $4.62K
857 $151K
CELH
Celsius Holdings, Inc.

Consumer Defensive
180
+ 7.6%
$42.74 - $62.88 $7.69K - $11.3K
2.55K $146K
HPE
Hewlett Packard Enterprise CO

Technology
445
+ 7.12%
$19.81 - $25.24 $8.82K - $11.2K
6.69K $164K
FNV
Franco Nevada Corp

Basic Materials
56
+ 13.37%
$154.4 - $222.91 $8.65K - $12.5K
475 $105K
PKG
Packaging Corp Of America

Consumer Cyclical
79
+ 11.95%
$191.41 - $220.25 $15.1K - $17.4K
740 $161K
IYE
Ishares Tr

ETFs
491
+ 9.07%
$44.83 - $48.91 $22K - $24K
5.91K $280K
FRT
Federal Realty Investment Trust

Real Estate
324
+ 96.72%
$90.61 - $102.67 $29.4K - $33.3K
659 $66K
COLD
Americold Realty Trust

Real Estate
4.23K
+ 100.95%
$12.14 - $16.98 $51.4K - $71.8K
8.42K $103K
BOCT
Innovator U.S. Equity Buffer E

ETFs
290
+ 4.38%
$45.37 - $48.42 $13.2K - $14K
6.92K $334K
EVRG
Evergy, Inc.

Utilities
337
+ 37.07%
$67.73 - $76.02 $22.8K - $25.6K
1.25K $94K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$567.09 - $607.37 $567 - $607
1.01K $601K
PSI
Invesco Exchange Traded Fd Tr

ETFs
74
+ 3.01%
$58.74 - $71.59 $4.35K - $5.3K
2.53K $177K
IQV
Iqvia Holdings Inc.

Healthcare
37
+ 5.26%
$157.68 - $200.82 $5.83K - $7.43K
741 $140K
IYR
Ishares Tr

ETFs
277
+ 21.56%
$94.16 - $98.46 $26.1K - $27.3K
1.56K $151K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4
+ 0.08%
$46.69 - $59.27 $187 - $237
5.14K $272K
ICLR
Icon PLC

Healthcare
62
+ 10.06%
$139.63 - $195.01 $8.66K - $12.1K
678 $118K
PSTG
Pure Storage, Inc.

Technology
2
+ 0.18%
$54.47 - $88.29 $109 - $177
1.12K $93K
PRF
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.09%
$42.04 - $45.23 $378 - $407
9.49K $429K
GM
General Motors CO

Consumer Cyclical
51
+ 2.38%
$48.89 - $61.24 $2.49K - $3.12K
2.2K $133K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
+ 0.98%
$311.12 - $482.13 $622 - $964
207 $94K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.07K
+ 5.26%
$17.81 - $18.39 $19K - $19.6K
21.4K $389K
IONQ
Ion Q, Inc.

Technology
100
+ 9.17%
$36.79 - $75.14 $3.68K - $7.51K
1.19K $73K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
266
+ 29.89%
$100.37 - $100.74 $26.7K - $26.8K
1.16K $116K
APA
Apa Corp

Energy
977
+ 179.6%
$18.06 - $24.69 $17.6K - $24.1K
1.52K $36K
DOV
Dover Corp

Industrials
278
+ 23.62%
$165.59 - $190.9 $46K - $53.1K
1.46K $242K
HII
Huntington Ingalls Industries, Inc.

Industrials
41
+ 12.58%
$246.31 - $287.91 $10.1K - $11.8K
367 $105K
PULS
Pgim ETF Tr

ETFs
519
+ 83.71%
$49.58 - $49.83 $25.7K - $25.9K
1.14K $56K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
39
+ 0.24%
$28.15 - $30.13 $1.1K - $1.18K
16.1K $476K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
2K
+ 19.99%
$10.91 - $11.68 $21.8K - $23.4K
12K $138K
LAMR
Lamar Advertising CO

Real Estate
202
+ 23.03%
$114.98 - $128.82 $23.2K - $26K
1.08K $132K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
263
+ 2.75%
$11.05 - $13.31 $2.91K - $3.5K
9.82K $130K
BBUS
J P Morgan Exchg Traded Fd

ETFs
120
+ 9.71%
$111.77 - $121.28 $13.4K - $14.6K
1.36K $163K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
45
+ 33.09%
$393.18 - $439.39 $17.7K - $19.8K
181 $78K
FV
First Trust Dorsey Wright Focu

ETFs
37
+ 0.44%
$59.23 - $62.14 $2.19K - $2.3K
8.45K $523K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
308
+ 59.69%
$44.14 - $61.05 $13.6K - $18.8K
824 $49K
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 0.78%
$276.51 - $305.12 $2.21K - $2.44K
1.03K $306K
TNA
Direxion Daily Small Cap Bull

ETFs
8
+ 0.4%
$32.54 - $47.12 $260 - $377
1.99K $90K
TFC
Truist Financial Corp

Financial Services
23
+ 0.27%
$42.83 - $47.07 $985 - $1.08K
8.43K $385K
IYM
Ishares Tr

ETFs
5
+ 0.17%
$138.95 - $150.69 $695 - $753
2.86K $424K
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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