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
ADI
Analog Devices Inc

Technology
233
+ 10.83%
$201.56 - $243.82 $47K - $56.8K
2.38K $480K
GM
General Motors CO

Consumer Cyclical
1.03K
+ 24.57%
$45.22 - $54.92 $46.5K - $56.5K
5.22K $245K
VEEV
Veeva Systems Inc

Healthcare
75
+ 37.13%
$210.58 - $246.8 $15.8K - $18.5K
277 $64K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
67
+ 1.33%
$48.65 - $53.06 $3.26K - $3.56K
5.12K $265K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
970
+ 11.55%
$17.95 - $18.89 $17.4K - $18.3K
9.37K $172K
KT
Kt Corp

Communication Services
404
+ 6.32%
$15.57 - $18.63 $6.29K - $7.53K
6.8K $120K
EMN
Eastman Chemical CO

Basic Materials
241
+ 2008.33%
$87.05 - $103.47 $21K - $24.9K
253 $22K
BBUS
J P Morgan Exchg Traded Fd

ETFs
212
+ 98.6%
$99.5 - $110.97 $21.1K - $23.5K
427 $43K
AMRN
Amarin Corp Plcuk

Healthcare
15
+ 0.61%
$0.4 - $8.96 $6 - $134
2.49K $22K
NCR
Ncr Corp

Technology
1.36K
+ 20.7%
N/A
7.93K $124K
AIQ
Global X Funds Global X Artifi

ETFs
760
+ 26.43%
$36.38 - $42.77 $27.6K - $32.5K
3.64K $132K
BKR
Baker Hughes CO

Energy
465
+ 132.86%
$41.16 - $48.85 $19.1K - $22.7K
815 $35K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
300
+ 300.0%
$66.3 - $74.17 $19.9K - $22.3K
400 $27K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
760
+ 2.71%
$55.41 - $60.74 $42.1K - $46.2K
28.8K $1.63M
DVY
Ishares Tr

ETFs
53
+ 1.17%
$128.58 - $138.1 $6.81K - $7.32K
4.6K $617K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
161
+ 137.61%
$120.07 - $144.17 $19.3K - $23.2K
278 $34K
FFIV
F5, Inc.

Technology
48
+ 11.91%
$251.75 - $310.6 $12.1K - $14.9K
451 $120K
IDV
Ishares Tr

ETFs
7
+ 0.13%
$27.0 - $31.7 $189 - $222
5.19K $161K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
30
+ 4.75%
$88.0 - $115.5 $2.64K - $3.47K
661 $75K
DOW
Dow Inc.

Basic Materials
1.43K
+ 23.77%
$34.36 - $41.92 $49K - $59.8K
7.42K $259K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.49K
+ 2.23%
$7.89 - $8.07 $11.8K - $12K
68.4K $544K
IEP
Icahn Enterprises L.P.

Industrials
2K
+ 57.14%
$8.87 - $10.43 $17.7K - $20.9K
5.5K $49K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
325
+ 213.82%
$61.55 - $71.27 $20K - $23.2K
477 $29K
GHC
Graham Holdings CO

Consumer Defensive
20
+ 333.33%
$854.34 - $983.77 $17.1K - $19.7K
26 $24K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
583
+ 6.61%
$28.55 - $29.09 $16.6K - $17K
9.4K $271K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
175
+ 1.41%
$18.36 - $20.51 $3.21K - $3.59K
12.6K $248K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.08K
+ 9.47%
$17.53 - $17.87 $19K - $19.4K
12.5K $220K
F
Ford Motor CO

Consumer Cyclical
1.58K
+ 8.41%
$9.12 - $10.43 $14.4K - $16.4K
20.3K $203K
TD
Toronto Dominion Bank

Financial Services
155
+ 12.02%
$53.12 - $61.15 $8.23K - $9.48K
1.44K $86K
LKQ
Lkq Corp

Consumer Cyclical
30
+ 1.04%
$36.24 - $44.05 $1.09K - $1.32K
2.92K $124K
GTY
Getty Realty Corp

Real Estate
550
+ 1896.55%
$29.11 - $31.4 $16K - $17.3K
579 $18K
CASY
Caseys General Stores Inc

Consumer Cyclical
40
+ 666.67%
$378.71 - $442.54 $15.1K - $17.7K
46 $19K
FDX
Fedex Corp

Industrials
180
+ 25.42%
$230.33 - $281.53 $41.5K - $50.7K
888 $216K
IWV
Ishares Russell 3000 ETF

ETFs
120
+ 9.49%
$313.1 - $349.83 $37.6K - $42K
1.39K $439K
DOCS
Doximity, Inc.

Healthcare
260
+ 73.24%
$49.71 - $83.14 $12.9K - $21.6K
615 $35K
TSN
Tyson Foods, Inc.

Consumer Defensive
114
+ 7.67%
$54.27 - $63.81 $6.19K - $7.27K
1.6K $102K
NTR
Nutrien Ltd.

Basic Materials
21
+ 0.68%
$45.28 - $53.84 $951 - $1.13K
3.12K $155K
SPNT
Sirius Point LTD

Financial Services
350
+ 3.4%
$13.91 - $17.29 $4.87K - $6.05K
10.6K $184K
VGIT
Vanguard Intermediate Term Tre

ETFs
260
+ 63.73%
$57.44 - $59.4 $14.9K - $15.4K
668 $39K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
226
+ 17.89%
$78.0 - $84.37 $17.6K - $19.1K
1.49K $118K
BDX
Becton Dickinson & CO

Healthcare
44
+ 1.85%
$222.79 - $249.08 $9.8K - $11K
2.42K $555K
SIL
Global X Silver Miners ETF

ETFs
312
+ 59.77%
$31.91 - $40.68 $9.96K - $12.7K
834 $32K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
496
+ 2.54%
$15.63 - $16.23 $7.75K - $8.05K
20K $319K
MAA
Mid America Apartment Communities Inc.

Real Estate
10
+ 0.98%
$146.9 - $170.92 $1.47K - $1.71K
1.04K $173K
NET
Cloudflare, Inc.

Technology
95
+ 10.96%
$110.71 - $176.5 $10.5K - $16.8K
962 $108K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
25
+ 0.2%
$74.87 - $79.99 $1.87K - $2K
12.4K $953K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
364
+ 12.06%
N/A
3.38K $137K
VTWO
Vanguard Russell 2000 ETF

ETFs
373
+ 22.2%
$80.08 - $92.93 $29.9K - $34.7K
2.05K $165K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
638
+ 256.22%
$19.66 - $21.64 $12.5K - $13.8K
887 $19K
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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