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
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
4
+ 1.92%
$36.36 - $41.52 $145 - $166
212 $8K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
3
+ 1.49%
$14.06 - $16.54 $42.2 - $49.6
205 $3K
VABK
Virginia National Bankshares Corp

Financial Services
1
+ 1.11%
$34.58 - $39.61 $34.6 - $39.6
91 $3K
FFIN
First Financial Bankshares Inc

Financial Services
1
+ 0.48%
$31.3 - $37.48 $31.3 - $37.5
211 $7K
FDEM
Fidelity Emerging Markets Mult
22
+ 9.13%
N/A
263 $0
Capital Group International
1
+ 0.4%
N/A
250 $0
Natwest Group PLC
55.3K
+ 7942.24%
N/A
56K $0
Blackrock ETF Trust
16.3K
+ 3537.96%
N/A
16.8K $0
IVR
Invesco Mortgage Capital Inc.

Real Estate
21
+ 1.89%
$6.33 - $8.04 $133 - $169
1.13K $8K
Capital Group Dividend Growe
1
+ 0.37%
N/A
270 $0
Aim ETF Products Trust
40.9K
+ 533.68%
N/A
48.6K $0
Grayscale Bitcoin Mini Tr Et
6.16K
+ 28.32%
N/A
27.9K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
947
+ 99.89%
N/A
1.9K $0
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1
+ 3.23%
$88.49 - $92.4 $88.5 - $92.4
32 $2K
Aim ETF Products Trust
29K
+ 107.87%
N/A
56K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.3K
+ 33.29%
N/A
5.19K $0
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.0%
$81.66 - $93.76 $81.7 - $93.8
101 $9K
Tempus Ai Inc
9
+ 0.63%
N/A
1.44K $0
ZOM
Zomedica Corp.

Healthcare
9.06K
+ 4.15%
$0.06 - $0.06 $544 - $544
228K $13K
American Healthcare Reit Inc
3.89K
+ 33.12%
N/A
15.6K $0
Super Micro Computer Inc
3.39K
+ 41.37%
N/A
11.6K $0
Innovator Etfs Trust
1
+ 0.01%
N/A
7.1K $0
UNIT
Uniti Group Inc.

Real Estate
191
+ 16.87%
$4.06 - $5.24 $775 - $1K
1.32K $5K
J P Morgan Exchange Traded F
8
+ 10.0%
N/A
88 $0
CGSD
Capital Grp Core Plus Income E
55
+ 1.12%
N/A
4.96K $0
AKAM
Akamai Technologies Inc

Technology
1
+ 3.23%
N/A
32 $2K
ENOV
Enovis Corp

Industrials
20
+ 13.61%
$29.65 - $37.35 $593 - $747
167 $5K
CGMS
Capital Grp Core Plus Income E
37
+ 0.27%
N/A
13.9K $0
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
8
+ 2.34%
$10.48 - $12.62 $83.8 - $101
350 $4K
EGY
Vaalco Energy Inc

Energy
23
+ 1.67%
$3.1 - $3.94 $71.3 - $90.6
1.4K $5K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
40
+ 8.73%
$8.28 - $9.42 $331 - $377
498 $4K
CDAY
Ceridian Hcm Holding Inc.

Technology
2
+ 1.89%
N/A
108 $6K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1
+ 0.38%
N/A
262 $5K
Kenvue Inc
580
+ 13.54%
N/A
4.86K $0
DWAC
Digital World Acquisition Corp.

Financial Services
25.1K
+ 628.07%
N/A
29.1K $0
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1
+ 0.94%
$58.95 - $66.19 $59 - $66.2
107 $6K
MTN
Vail Resorts Inc

Consumer Cyclical
1
+ 2.33%
$131.42 - $164.64 $131 - $165
44 $6K
Amplify ETF Tr
1.86K
+ 50.93%
N/A
5.51K $0
RE
Everest Re Group LTD

Financial Services
1
+ 11.11%
N/A
10 $3K
Fidelity Covington Trust
368
+ 4.44%
N/A
8.67K $0
AVB
Avalonbay Communities Inc

Real Estate
34
+ 6.03%
$187.23 - $215.61 $6.37K - $7.33K
598 $121K
Exchange Traded Concepts Tru
2.13K
+ 319.82%
N/A
2.8K $0
First Tr Exchng Traded Fd Vi
1.65K
+ 73.54%
N/A
3.88K $0
BFB
Brown Forman Corp Cl B
41
+ 30.37%
N/A
176 $0
Lam Research Corp
14.5K
+ 215.95%
N/A
21.2K $0
Noble Corp PLC
40
+ 2.28%
N/A
1.79K $0
Tidal Tr Ii
381
+ 71.35%
N/A
915 $0
Healthcare Rlty Tr
73
+ 6.06%
N/A
1.28K $0
Paysafe Limited
950
+ 33.39%
N/A
3.8K $0
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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