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
SIVR
Abrdn Silver ETF Trust

ETFs
80
+ 3.82%
$34.34 - $44.62 $2.75K - $3.57K
2.17K $96K
TD
Toronto Dominion Bank

Financial Services
38
+ 1.24%
$72.55 - $79.95 $2.76K - $3.04K
3.11K $248K
TMQ
Trilogy Metals Inc.

Basic Materials
6.67K
+ 55.09%
$1.34 - $2.16 $8.94K - $14.4K
18.8K $39K
OMC
Omnicom Group Inc.

Communication Services
281
+ 2341.67%
$70.41 - $81.53 $19.8K - $22.9K
293 $23K
GWRE
Guidewire Software, Inc.

Technology
100
+ 135.14%
$207.82 - $261.88 $20.8K - $26.2K
174 $39K
NLOK
Norton Life Lock Inc.

Technology
994
+ 1183.33%
N/A
1.08K $23K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
588
+ 7.03%
$26.88 - $27.78 $15.8K - $16.3K
8.95K $248K
USB
Us Bancorp \De\

Financial Services
327
+ 15.9%
$43.94 - $50.41 $14.4K - $16.5K
2.38K $115K
GPN
Global Payments Inc

Industrials
107
+ 2.83%
$77.61 - $90.01 $8.3K - $9.63K
3.89K $323K
EBR
Brazilian Electric Power CO

Utilities
1.98K
+ 356.86%
$6.75 - $9.92 $13.3K - $19.6K
2.53K $25K
LDOS
Leidos Holdings, Inc.

Technology
21
+ 3.91%
$159.2 - $188.96 $3.34K - $3.97K
558 $105K
WMS
Advanced Drainage Systems, Inc.

Industrials
1
+ 0.12%
$110.89 - $148.5 $111 - $149
868 $120K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
239
+ 7.72%
N/A
3.33K $286K
F
Ford Motor CO

Consumer Cyclical
101
+ 0.61%
$10.82 - $12.09 $1.09K - $1.22K
16.7K $200K
IYT
Ishares Tr U.S. Transportation

ETFs
173
+ 7.03%
$66.62 - $72.7 $11.5K - $12.6K
2.63K $188K
UCO
Pro Shares Trust Ii

ETFs
900
+ 15.51%
$21.91 - $26.73 $19.7K - $24.1K
6.7K $150K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 1.14%
$514.61 - $682.78 $1.03K - $1.37K
177 $113K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
124
+ 41.33%
$131.47 - $143.64 $16.3K - $17.8K
424 $59K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
7
+ 2.46%
$256.21 - $323.54 $1.79K - $2.26K
292 $93K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
300
+ 30.0%
$4.09 - $20.7 $1.23K - $6.21K
1.3K $23K
ENTG
Entegris Inc

Technology
1
+ 0.06%
$72.03 - $95.97 $72 - $96
1.68K $154K
SCHA
Schwab Strategic Tr Us Small C

ETFs
65
+ 0.99%
$25.29 - $28.33 $1.64K - $1.84K
6.62K $184K
PRU
Prudential Financial Inc

Financial Services
225
+ 19.05%
$100.68 - $109.89 $22.7K - $24.7K
1.41K $145K
ETR
Entergy Corp

Utilities
1
+ 0.05%
$80.93 - $93.55 $80.9 - $93.6
1.84K $171K
PNFP
Pinnacle Financial Partners Inc

Financial Services
289
+ 61.23%
$86.13 - $119.63 $24.9K - $34.6K
761 $71K
S
Sentinel One, Inc.

Technology
1.29K
+ 19.34%
$15.81 - $19.78 $20.3K - $25.4K
7.93K $139K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10
+ 0.11%
$23.82 - $25.84 $238 - $258
9.34K $240K
VTWO
Vanguard Russell 2000 ETF

ETFs
14
+ 0.9%
$86.92 - $99.32 $1.22K - $1.39K
1.56K $152K
HAL
Halliburton CO

Energy
299
+ 11.83%
$20.5 - $25.11 $6.13K - $7.51K
2.83K $69K
DHI
Horton D R Inc

Consumer Cyclical
9
+ 2.39%
$129.82 - $184.04 $1.17K - $1.66K
385 $65K
UTG
Reaves Utility Income Fund

Financial Services
56
+ 1.26%
$35.81 - $39.62 $2.01K - $2.22K
4.49K $177K
FVAL
Fidelity Covington Tr Value Fa

ETFs
242
+ 576.19%
$63.74 - $69.18 $15.4K - $16.7K
284 $19K
NTES
Net Ease, Inc.

Communication Services
75
+ 29.18%
$127.31 - $159.34 $9.55K - $12K
332 $50K
FFIV
F5, Inc.

Technology
2
+ 0.38%
$290.76 - $334.59 $582 - $669
532 $171K
VTRS
Viatris Inc

Healthcare
1.06K
+ 19.34%
$8.74 - $10.69 $9.22K - $11.3K
6.51K $64K
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.12%
$69.9 - $78.26 $140 - $157
1.69K $131K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
786
+ 8.1%
$23.48 - $24.44 $18.5K - $19.2K
10.5K $251K
EOSE
Eos Energy Enterprises, Inc.

Industrials
800
+ 66.67%
$4.63 - $11.17 $3.7K - $8.94K
2K $22K
VCIT
Vanguard Intermediate Term Cor

ETFs
39
+ 0.36%
$81.75 - $84.54 $3.19K - $3.3K
10.9K $918K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
647
+ 45.4%
$23.29 - $23.38 $15.1K - $15.1K
2.07K $48K
VNO
Vornado Realty Trust

Real Estate
275
+ 19.57%
$35.91 - $42.97 $9.88K - $11.8K
1.68K $68K
LKQ
Lkq Corp

Consumer Cyclical
1.08K
+ 39.82%
$29.24 - $39.21 $31.5K - $42.3K
3.79K $115K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
385
+ 4.43%
$28.95 - $29.73 $11.1K - $11.4K
9.08K $269K
URBN
Urban Outfitters Inc

Consumer Cyclical
200
+ 500.0%
$66.84 - $79.79 $13.4K - $16K
240 $17K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
34
+ 2.55%
$133.48 - $144.38 $4.54K - $4.91K
1.37K $194K
TSCO
Tractor Supply CO

Consumer Cyclical
11
+ 0.33%
$54.08 - $62.65 $595 - $689
3.38K $192K
FDMO
Fidelity Covington Tr Momentum

ETFs
168
+ 430.77%
$75.0 - $83.29 $12.6K - $14K
207 $17K
ADM
Archer Daniels Midland CO

Consumer Defensive
98
+ 7.5%
$53.54 - $64.21 $5.25K - $6.29K
1.4K $83K
IEX
Idex Corp

Industrials
95
+ 179.25%
$157.53 - $185.69 $15K - $17.6K
148 $24K
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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