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
IYM
Ishares Tr

ETFs
8
+ 0.28%
$128.53 - $142.03 $1.03K - $1.14K
2.85K $384K
CVNA
Carvana Co.

Consumer Cyclical
74
+ 1233.33%
$166.52 - $285.33 $12.3K - $21.1K
80 $16K
MNDY
Monday.Com Ltd.

Technology
42
+ 7.92%
$213.0 - $327.92 $8.95K - $13.8K
572 $139K
PDD
Pinduoduo Inc.

Consumer Cyclical
122
+ 508.33%
$94.68 - $131.34 $11.6K - $16K
146 $17K
TOL
Toll Brothers, Inc.

Consumer Cyclical
198
+ 57.23%
$103.02 - $140.69 $20.4K - $27.9K
544 $57K
BOWL
Bowlero Corp.

Communication Services
1.21K
+ 33.52%
$10.13 - $10.58 $12.3K - $12.8K
4.82K $50K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
200
+ 100.0%
$43.79 - $57.46 $8.76K - $11.5K
400 $22K
SON
Sonoco Products CO

Consumer Cyclical
406
+ 11.28%
$44.71 - $49.22 $18.2K - $20K
4.01K $189K
AA
Alcoa Corp

Basic Materials
500
+ 357.14%
$30.5 - $39.53 $15.3K - $19.8K
640 $19K
SKM
Sk Telecom CO LTD

Communication Services
609
+ 280.65%
$20.91 - $23.05 $12.7K - $14K
826 $17K
SEB
Seaboard Corp

Industrials
3
+ 14.29%
$2422.16 - $2992.67 $7.27K - $8.98K
24 $64K
ESLT
Elbit Systems LTD

Industrials
4
+ 4.21%
$261.47 - $413.0 $1.05K - $1.65K
99 $37K
AQN
Algonquin Power & Utilities Corp.

Utilities
200
+ 1.18%
$4.27 - $5.19 $854 - $1.04K
17.2K $88K
EGP
Eastgroup Properties Inc

Real Estate
59
+ 36.88%
$155.63 - $187.46 $9.18K - $11.1K
219 $38K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1
+ 0.02%
$104.87 - $112.53 $105 - $113
4.18K $458K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
437
+ 218.5%
$24.39 - $35.22 $10.7K - $15.4K
637 $18K
INVH
Invitation Homes Inc.

Real Estate
49
+ 1.25%
$30.28 - $34.85 $1.48K - $1.71K
3.97K $138K
ADSK
Autodesk, Inc.

Technology
50
+ 2.47%
N/A
2.08K $510K
ANDE
Andersons, Inc.

Consumer Defensive
243
+ 41.54%
$40.06 - $47.81 $9.73K - $11.6K
828 $35K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
230
+ 160.84%
$41.29 - $56.94 $9.5K - $13.1K
373 $19K
XYLD
Global X Fds S&P 500 Covered C

ETFs
360
+ 42.4%
$39.02 - $42.89 $14K - $15.4K
1.21K $47K
RYLD
Global X Fds Russell 2000 Cove

ETFs
906
+ 80.89%
$14.93 - $16.85 $13.5K - $15.3K
2.03K $30K
IVZ
Invesco Ltd.

Financial Services
769
+ 784.69%
$14.82 - $19.34 $11.4K - $14.9K
867 $13K
IGF
Ishares Global Infrastructure

ETFs
95
+ 3.43%
$51.96 - $54.84 $4.94K - $5.21K
2.86K $156K
MS
Morgan Stanley

Financial Services
1.01K
+ 8.66%
$111.68 - $141.08 $113K - $142K
12.7K $1.48M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
5.05K
+ 10.79%
$14.32 - $16.14 $72.3K - $81.5K
51.9K $756K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.29K
+ 3.24%
$22.83 - $23.75 $52.3K - $54.4K
72.9K $1.68M
CINF
Cincinnati Financial Corp

Financial Services
76
+ 77.55%
$133.67 - $147.81 $10.2K - $11.2K
174 $25K
PPL
Ppl Corp

Utilities
118
+ 5.79%
$31.68 - $36.11 $3.74K - $4.26K
2.16K $77K
UBS
Ubs Group Ag

Financial Services
210
+ 1.59%
$30.28 - $35.78 $6.36K - $7.51K
13.4K $410K
MEDP
Medpace Holdings, Inc.

Healthcare
34
+ 1133.33%
$304.69 - $360.97 $10.4K - $12.3K
37 $11K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
217
+ 13.05%
$50.87 - $51.09 $11K - $11.1K
1.88K $95K
HII
Huntington Ingalls Industries, Inc.

Industrials
27
+ 7.74%
$159.75 - $208.61 $4.31K - $5.63K
376 $76K
WEC
Wec Energy Group, Inc.

Utilities
45
+ 10.47%
$92.12 - $108.98 $4.15K - $4.9K
475 $51K
BOX
Box Inc

Technology
348
+ 165.71%
$30.22 - $35.39 $10.5K - $12.3K
558 $17K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
168
+ 101.2%
$56.44 - $64.13 $9.48K - $10.8K
334 $20K
SRE
Sempra Energy

Utilities
317
+ 44.71%
$67.85 - $87.67 $21.5K - $27.8K
1.03K $73K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
355
+ 257.25%
$29.2 - $32.92 $10.4K - $11.7K
493 $15K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
1.04K
+ 177.78%
$12.16 - $17.58 $12.6K - $18.3K
1.63K $19K
EFC
Ellington Financial Inc.

Real Estate
50
+ 0.6%
$12.08 - $14.35 $604 - $718
8.35K $110K
CBOE
Cboe Global Markets, Inc.

Financial Services
29
+ 24.37%
$190.84 - $226.29 $5.53K - $6.56K
148 $33K
IGM
Ishares Expanded Tech Sector E

ETFs
478
+ 16.83%
$90.67 - $108.46 $43.3K - $51.8K
3.32K $300K
SUI
Sun Communities Inc

Real Estate
65
+ 18.52%
$120.53 - $136.43 $7.83K - $8.87K
416 $53K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
142
+ 65.74%
$61.9 - $66.89 $8.79K - $9.5K
358 $22K
GFF
Griffon Corp

Industrials
120
+ 17.14%
$68.06 - $80.91 $8.17K - $9.71K
820 $58K
LPLA
Lpl Financial Holdings Inc.

Financial Services
28
+ 19.18%
$308.87 - $383.33 $8.65K - $10.7K
174 $56K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.12K
+ 12.18%
$9.49 - $9.97 $10.7K - $11.2K
10.3K $99K
ARKW
Ark Next Generation Internet E

ETFs
100
+ 125.0%
$91.59 - $125.64 $9.16K - $12.6K
180 $17K
DAR
Darling Ingredients Inc.

Consumer Defensive
468
+ 19.81%
$28.51 - $41.85 $13.3K - $19.6K
2.83K $88K
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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