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
FQAL
Fidelity Covington Tr Quality

ETFs
148
+ 22.42%
$69.69 - $74.72 $10.3K - $11.1K
808 $60K
KRE
Spdr S&P Regional Banking ETF

ETFs
151
+ 12.04%
$58.82 - $66.17 $8.88K - $9.99K
1.41K $88K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
2
+ 0.49%
$231.32 - $272.35 $463 - $545
411 $111K
CMC
Commercial Metals CO

Basic Materials
183
+ 42.36%
$50.28 - $59.79 $9.2K - $10.9K
615 $35K
BRKR
Bruker Corp

Healthcare
665
+ 85.26%
$29.35 - $43.93 $19.5K - $29.2K
1.45K $46K
FNDX
Schwab Fundamental U S Large C

ETFs
178
+ 3.43%
$24.38 - $26.34 $4.34K - $4.69K
5.36K $141K
EFX
Equifax Inc

Industrials
58
+ 82.86%
$234.03 - $265.73 $13.6K - $15.4K
128 $32K
BLDR
Builders First Source, Inc.

Industrials
70
+ 4.98%
$116.91 - $149.21 $8.18K - $10.4K
1.48K $178K
SNEX
Stone X Group Inc.

Financial Services
130
+ 152.94%
$81.94 - $104.56 $10.7K - $13.6K
215 $21K
BNL
Broadstone Net Lease, Inc.

Real Estate
804
+ 402.0%
$15.75 - $18.78 $12.7K - $15.1K
1K $17K
UMH
Umh Properties, Inc.

Real Estate
1.46K
+ 41.48%
$14.69 - $17.34 $21.4K - $25.3K
4.98K $73K
IDV
Ishares Tr

ETFs
17
+ 0.27%
$34.54 - $37.28 $587 - $634
6.39K $233K
AGI
Alamos Gold Inc

Basic Materials
53
+ 3.92%
$24.3 - $34.86 $1.29K - $1.85K
1.41K $48K
NVT
N Vent Electric PLC

Industrials
1
+ 0.2%
$72.16 - $100.25 $72.2 - $100
508 $50K
DAN
Dana Inc

Consumer Cyclical
22
+ 0.49%
$15.37 - $21.25 $338 - $468
4.52K $90K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
27
+ 0.66%
$101.12 - $106.18 $2.73K - $2.87K
4.13K $425K
SCCO
Southern Copper Corp

Basic Materials
6
+ 1.05%
$90.54 - $121.36 $543 - $728
575 $69K
EPAM
Epam Systems, Inc.

Technology
65
+ 1625.0%
N/A
69 $12K
SHEL
Shell PLC

Energy
29
+ 0.34%
$69.82 - $73.93 $2.02K - $2.14K
8.57K $613K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
70
+ 140.0%
$138.08 - $151.2 $9.67K - $10.6K
120 $18K
ZS
Zscaler, Inc.

Technology
43
+ 48.86%
$267.68 - $316.5 $11.5K - $13.6K
131 $39K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
619
+ 315.82%
$19.08 - $23.53 $11.8K - $14.6K
815 $15K
TRMB
Trimble Inc.

Technology
56
+ 4.87%
$76.46 - $85.24 $4.28K - $4.77K
1.21K $98K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
238
+ 62.3%
$45.54 - $48.43 $10.8K - $11.5K
620 $28K
DAX
Global X Fds Dax Germany ETF

ETFs
250
+ 83.33%
$43.16 - $45.98 $10.8K - $11.5K
550 $24K
PRGO
Perrigo CO PLC

Healthcare
510
+ 296.51%
$20.76 - $28.43 $10.6K - $14.5K
682 $15K
AUB
Atlantic Union Bankshares Corp

Financial Services
5
+ 0.2%
$31.23 - $36.56 $156 - $183
2.52K $89K
ILMN
Illumina, Inc.

Healthcare
115
+ 1916.67%
$91.69 - $109.88 $10.5K - $12.6K
121 $11K
VNT
Vontier Corp

Technology
78
+ 5.38%
$37.48 - $43.71 $2.92K - $3.41K
1.53K $64K
CLOI
Vaneck ETF Tr

ETFs
194
+ 352.73%
$52.8 - $53.1 $10.2K - $10.3K
249 $13K
NTAP
Net App, Inc.

Technology
1
+ 0.11%
$101.1 - $126.36 $101 - $126
872 $103K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
601
+ 13.42%
$13.77 - $14.45 $8.28K - $8.68K
5.08K $73K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
95
+ 107.95%
$90.62 - $107.71 $8.61K - $10.2K
183 $18K
LYFT
Lyft, Inc.

Technology
133
+ 11.91%
$13.41 - $22.93 $1.78K - $3.05K
1.25K $27K
PK
Park Hotels & Resorts Inc.

Real Estate
350
+ 4.85%
$10.17 - $12.13 $3.56K - $4.25K
7.57K $83K
LIT
Global X Fds Global X Lithium

ETFs
1
+ 0.18%
$38.41 - $56.85 $38.4 - $56.9
560 $31K
AVTR
Avantor, Inc.

Basic Materials
1.09K
+ 31.04%
$11.18 - $14.21 $12.2K - $15.5K
4.6K $57K
AMSC
American Superconductor Corp

Industrials
153
+ 239.06%
$35.98 - $64.63 $5.5K - $9.89K
217 $12K
CVLT
Commvault Systems Inc

Technology
8
+ 1.32%
$163.43 - $195.41 $1.31K - $1.56K
614 $115K
EA
Electronic Arts Inc.

Communication Services
2
+ 0.94%
$147.79 - $202.05 $296 - $404
214 $43K
WLK
Westlake Corp

Basic Materials
127
+ 87.59%
$75.43 - $90.6 $9.58K - $11.5K
272 $20K
WTW
Willis Towers Watson PLC

Financial Services
15
+ 18.52%
$301.83 - $345.45 $4.53K - $5.18K
96 $33K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
2.53K
+ 971.92%
$3.81 - $4.04 $9.63K - $10.2K
2.79K $10K
DOCS
Doximity, Inc.

Healthcare
20
+ 3.11%
$57.33 - $75.12 $1.15K - $1.5K
663 $48K
OLN
Olin Corp

Basic Materials
12
+ 0.7%
$18.23 - $26.93 $219 - $323
1.73K $43K
HSBC
Hsbc Holdings PLC

Financial Services
10
+ 1.22%
$60.27 - $70.98 $603 - $710
830 $58K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
45
+ 6.38%
$108.47 - $114.7 $4.88K - $5.16K
750 $86K
MOS
Mosaic CO

Basic Materials
274
+ 123.42%
$30.93 - $37.81 $8.47K - $10.4K
496 $17K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
239
+ 21.81%
$66.56 - $84.85 $15.9K - $20.3K
1.34K $88K
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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