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
STM
St Microelectronics N.V.

Technology
1
+ 0.26%
$17.78 - $30.41 $17.8 - $30.4
383 $11K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
14
+ 2.64%
$26.99 - $33.86 $378 - $474
544 $18K
SCI
Service Corp International

Consumer Cyclical
31
+ 3.26%
$73.58 - $81.65 $2.28K - $2.53K
981 $79K
CHK
Chesapeake Energy Corp

Energy
18
+ 62.07%
N/A
47 $4K
PFM
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.44%
$41.05 - $48.17 $123 - $145
679 $32K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
2
+ 0.2%
$2.45 - $5.28 $4.9 - $10.6
1K $4K
CVE
Cenovus Energy Inc.

Energy
205
+ 8.78%
$10.58 - $14.83 $2.17K - $3.04K
2.54K $34K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
98
+ 1.95%
$5.32 - $6.56 $521 - $643
5.11K $32K
NTRS
Northern Trust Corp

Financial Services
6
+ 17.65%
$84.45 - $126.79 $507 - $761
40 $5K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
25
+ 92.59%
$62.08 - $73.58 $1.55K - $1.84K
52 $3K
SOUN
Soundhound Ai, Inc.

Technology
10
+ 2.19%
$7.18 - $11.76 $71.8 - $118
467 $5K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
63
+ 103.28%
$14.62 - $16.23 $921 - $1.02K
124 $2K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 1.3%
$141.59 - $182.75 $142 - $183
78 $14K
TSEM
Tower Semiconductor LTD

Technology
25
+ 11.11%
$29.65 - $43.8 $741 - $1.1K
250 $10K
ALGM
Allegro Microsystems, Inc.

Technology
8
+ 3.67%
$16.53 - $34.19 $132 - $274
226 $7K
ATO
Atmos Energy Corp

Utilities
8
+ 21.05%
$145.06 - $162.66 $1.16K - $1.3K
46 $7K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
268
+ 3.72%
$5.17 - $5.91 $1.39K - $1.58K
7.47K $44K
DRIV
Global X Fds Global X Autonomo

ETFs
100
+ 50.0%
$17.75 - $23.51 $1.78K - $2.35K
300 $6K
AGO
Assured Guaranty LTD

Financial Services
18
+ 33.33%
$76.56 - $90.18 $1.38K - $1.62K
72 $6K
TECH
Bio Techne Corp

Healthcare
43
+ 51.81%
$46.66 - $58.38 $2.01K - $2.51K
126 $6K
ETSY
Etsy Inc

Consumer Cyclical
25
+ 100.0%
$40.8 - $63.88 $1.02K - $1.6K
50 $2K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
2
+ 1.18%
$85.94 - $88.63 $172 - $177
171 $15K
COLL
Collegium Pharmaceutical, Inc

Healthcare
14
+ 1.83%
$24.67 - $30.44 $345 - $426
781 $23K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
51
+ 221.74%
$22.66 - $26.12 $1.16K - $1.33K
74 $1K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
25
+ 108.7%
$23.18 - $30.7 $580 - $768
48 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
11
+ 16.67%
$12.55 - $16.75 $138 - $184
77 $1K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2
+ 0.61%
$47.29 - $53.34 $94.6 - $107
330 $17K
VSH
Vishay Intertechnology Inc

Technology
10
+ 16.67%
$10.57 - $15.97 $106 - $160
70 $1K
IRBO
Ishares Robotics & Artificial

ETFs
50
+ 50.0%
N/A
150 $4K
STNE
Stone Co Ltd.

Technology
5
+ 2.86%
$10.43 - $16.04 $52.2 - $80.2
180 $2K
BTG
B2 Gold Corp

Basic Materials
53
+ 6.5%
$2.64 - $3.77 $140 - $200
869 $3K
TER
Teradyne, Inc

Technology
4
+ 3.1%
$67.96 - $91.05 $272 - $364
133 $11K
EET
Proshares Tr Ultra Msci Emergi

ETFs
1
+ 0.93%
$41.36 - $64.21 $41.4 - $64.2
109 $6K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
2
+ 1.22%
$27.24 - $33.15 $54.5 - $66.3
166 $5K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
15
+ 15.0%
$47.63 - $60.01 $714 - $900
115 $6K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1
+ 2.5%
$134.25 - $172.52 $134 - $173
41 $7K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
100
+ 2.7%
$5.09 - $5.8 $509 - $580
3.81K $22K
SKX
Skechers Usa Inc

Consumer Cyclical
4
+ 3.2%
$45.48 - $63.1 $182 - $252
129 $8K
OVV
Ovintiv Inc.

Energy
32
+ 15.24%
$31.18 - $44.14 $998 - $1.41K
242 $9K
AOS
Smith A O Corp

Industrials
24
+ 70.59%
$59.63 - $70.52 $1.43K - $1.69K
58 $3K
TFSL
Tfs Financial Corp

Financial Services
18
+ 2.15%
$11.62 - $13.54 $209 - $244
855 $11K
EDC
Direxion Daily Emerging Market

ETFs
2
+ 1.2%
$20.69 - $39.34 $41.4 - $78.7
169 $6K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
17
+ 2.93%
$47.89 - $48.65 $814 - $827
597 $29K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
7
+ 0.62%
$72.71 - $82.56 $509 - $578
1.14K $92K
HLN
Haleon PLC

Healthcare
67
+ 1.79%
$9.27 - $11.41 $621 - $764
3.82K $39K
CACI
Caci International Inc

Technology
1
+ 0.23%
N/A
440 $188K
MHK
Mohawk Industries Inc

Consumer Cyclical
7
+ 6.86%
$97.99 - $117.15 $686 - $820
109 $11K
IGBH
Ishares Interest Rate Hedged L

ETFs
4
+ 1.11%
$22.75 - $24.11 $91 - $96.4
363 $8K
NBTB
Nbt Bancorp Inc

Financial Services
1
+ 0.5%
$38.62 - $44.8 $38.6 - $44.8
203 $8K
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
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