Spire Wealth Management New Holdings in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
285K
New
$50.09 - $51.09 $14.3M - $14.5M
285K $14.5M
DY
Dycom Industries Inc

Industrials
3.06K
New
$138.96 - $245.71 $425K - $752K
3.06K $748K
TMDX
Trans Medics Group, Inc.

Healthcare
5.07K
New
$67.67 - $143.04 $343K - $725K
5.07K $679K
ACMR
Acm Research, Inc.

Technology
17.4K
New
$18.33 - $26.51 $320K - $462K
17.4K $451K
LRN
Stride, Inc.

Consumer Defensive
2.6K
New
$124.45 - $160.72 $324K - $418K
2.6K $377K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.99K
New
$42.56 - $50.32 $127K - $150K
2.99K $150K
LCR
Leuthold Fds Inc Core ETF

ETFs
3.27K
New
$32.55 - $36.17 $106K - $118K
3.27K $118K
SVXY
Pro Shares Trust Ii

ETFs
2.7K
New
$34.14 - $46.45 $92.2K - $125K
2.7K $115K
UPRO
Proshares Trust Proshares Ultr

ETFs
1.1K
New
$50.65 - $91.44 $55.8K - $101K
1.1K $100K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
409
New
$164.46 - $237.28 $67.3K - $97K
409 $97K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.52K
New
$23.85 - $32.24 $60.1K - $81.2K
2.52K $78K
BMBL
Bumble Inc.

Technology
10.7K
New
$3.65 - $6.59 $39.1K - $70.5K
10.7K $70K
IRMD
Iradimed Corp

Healthcare
1K
New
$48.67 - $60.8 $48.7K - $60.8K
1K $59K
AVTR
Avantor, Inc.

Basic Materials
3.51K
New
$11.94 - $16.29 $41.9K - $57.1K
3.51K $47K
ASTS
Ast Space Mobile, Inc.

Communication Services
960
New
$20.07 - $51.83 $19.3K - $49.8K
960 $44K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
850
New
$25.35 - $64.65 $21.5K - $55K
850 $42K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.42K
New
$22.87 - $24.35 $32.5K - $34.6K
1.42K $34K
BRKR
Bruker Corp

Healthcare
780
New
$35.5 - $42.18 $27.7K - $32.9K
780 $32K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.3K
New
$17.61 - $24.82 $22.9K - $32.3K
1.3K $32K
XRX
Xerox Holdings Corp

Technology
5.88K
New
$3.64 - $5.95 $21.4K - $35K
5.88K $31K
CVGW
Calavo Growers Inc

Consumer Defensive
1.15K
New
$22.74 - $28.18 $26K - $32.3K
1.15K $30K
PULS
Pgim ETF Tr

ETFs
620
New
$49.39 - $49.76 $30.6K - $30.9K
620 $30K
PGC
Peapack Gladstone Financial Corp

Financial Services
821
New
$24.64 - $29.4 $20.2K - $24.1K
821 $23K
ITRI
Itron, Inc.

Technology
173
New
$92.04 - $132.78 $15.9K - $23K
173 $22K
OSCR
Oscar Health, Inc.

Healthcare
950
New
$11.6 - $21.44 $11K - $20.4K
950 $20K
ULCC
Frontier Group Holdings, Inc.

Industrials
5.7K
New
$2.98 - $4.39 $17K - $25K
5.7K $20K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
419
New
$39.44 - $49.12 $16.5K - $20.6K
419 $20K
VRNS
Varonis Systems Inc

Technology
400
New
$37.96 - $50.93 $15.2K - $20.4K
400 $20K
SAM
Boston Beer CO Inc

Consumer Defensive
101
New
$187.06 - $249.73 $18.9K - $25.2K
101 $19K
ISCG
Ishares Morningstar Small Cap

ETFs
384
New
$39.44 - $49.76 $15.1K - $19.1K
384 $19K
FNDE
Schwab Fundamental Emerging Mk

ETFs
554
New
$26.66 - $33.09 $14.8K - $18.3K
554 $18K
LEU
Centrus Energy Corp

Energy
100
New
$54.43 - $208.81 $5.44K - $20.9K
100 $18K
PAY
Paymentus Holdings, Inc.

Technology
535
New
$24.13 - $39.84 $12.9K - $21.3K
535 $17K
BVN
Buenaventura Mining CO Inc

Basic Materials
1K
New
$12.94 - $16.96 $12.9K - $17K
1K $16K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
263
New
$49.08 - $65.31 $12.9K - $17.2K
263 $16K
FSMO
Fidelity Covington Tr

ETFs
574
New
N/A
574 $15K
CXM
Sprinklr, Inc.

Technology
1.78K
New
$6.88 - $9.06 $12.3K - $16.2K
1.78K $15K
GDS
Gds Holdings LTD

Technology
468
New
$17.68 - $30.57 $8.27K - $14.3K
468 $14K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
70
New
$167.22 - $212.42 $11.7K - $14.9K
70 $13K
DAX
Global X Fds Dax Germany ETF

ETFs
300
New
$34.84 - $44.93 $10.5K - $13.5K
300 $13K
AVEM
American Centy ETF Tr Avantis

ETFs
177
New
$53.08 - $68.54 $9.4K - $12.1K
177 $12K
MGRC
Mcgrath Rentcorp

Industrials
104
New
$101.45 - $118.14 $10.6K - $12.3K
104 $12K
NNAVW
Nextnav Inc Wt Exp
2K
New
$4.07 - $6.35 $8.14K - $12.7K
2K $12K
VSAT
Viasat Inc

Technology
762
New
$7.7 - $14.6 $5.87K - $11.1K
762 $11K
WLK
Westlake Corp

Basic Materials
145
New
$69.83 - $102.01 $10.1K - $14.8K
145 $11K
ROAD
Construction Partners, Inc.

Industrials
100
New
$68.75 - $110.36 $6.88K - $11K
100 $10K
EURL
Direxion Daily Ftse Europe Bul

ETFs
300
New
$18.63 - $34.81 $5.59K - $10.4K
300 $10K
CVAC
Cure Vac N.V.

Healthcare
2K
New
$2.59 - $5.6 $5.18K - $11.2K
2K $10K
CALM
Cal Maine Foods Inc

Consumer Defensive
100
New
$90.17 - $103.07 $9.02K - $10.3K
100 $9K
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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