Spire Wealth Management New Holdings in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
47.2K
New
$92.49 - $114.57 $4.36M - $5.41M
47.2K $4.54M
YINN
Direxion Shs ETF Tr

ETFs
30K
New
$23.11 - $52.34 $694K - $1.57M
30K $1.24M
PLMR
Palomar Holdings, Inc.

Financial Services
6.68K
New
$101.51 - $137.08 $678K - $916K
6.68K $915K
OMFL
Invesco Exchange Traded Self I

ETFs
16.3K
New
$52.19 - $57.45 $852K - $938K
16.3K $870K
EVER
Ever Quote, Inc.

Communication Services
33.1K
New
$17.84 - $29.71 $590K - $982K
33.1K $865K
TPL
Texas Pacific Land Corp

Energy
637
New
$1180.08 - $1431.01 $752K - $912K
637 $844K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
27.3K
New
$22.39 - $33.23 $612K - $909K
27.3K $825K
FTCS
First Trust Capital Strength E

ETFs
8.43K
New
$86.39 - $91.35 $728K - $770K
8.43K $755K
IBHG
Ishares Tr Ibonds 2027 Term Hi
27.8K
New
$22.21 - $22.56 $618K - $628K
27.8K $621K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.1K
New
$50.48 - $51.04 $561K - $567K
11.1K $563K
PYCR
Paycor Hcm, Inc.

Technology
20.2K
New
$18.34 - $22.86 $371K - $463K
20.2K $454K
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.2K
New
$32.5 - $33.3 $395K - $405K
12.2K $403K
AVDE
American Centy ETF Tr Avantis

ETFs
5.23K
New
$60.63 - $68.55 $317K - $359K
5.23K $346K
PATH
Ui Path, Inc.

Technology
25.9K
New
$9.97 - $15.19 $258K - $393K
25.9K $266K
VLY
Valley National Bancorp

Financial Services
29.6K
New
$8.56 - $10.42 $254K - $309K
29.6K $263K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.93K
New
$25.1 - $27.85 $149K - $165K
5.93K $159K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6.32K
New
$23.13 - $23.41 $146K - $148K
6.32K $146K
AFRM
Affirm Holdings, Inc.

Technology
2.66K
New
$43.7 - $80.98 $116K - $215K
2.66K $120K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.17K
New
$78.54 - $84.86 $92.1K - $99.5K
1.17K $96K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.38K
New
$25.05 - $25.16 $84.8K - $85.1K
3.38K $85K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.01K
New
$80.21 - $86.14 $80.8K - $86.7K
1.01K $83K
LRGF
Ishares Tr

ETFs
1.11K
New
$56.95 - $63.95 $63.2K - $70.9K
1.11K $64K
QDPL
Pacer Fds Tr Metaurus Us Large
1.5K
New
$36.5 - $40.04 $54.8K - $60.1K
1.5K $54K
OSUR
Orasure Technologies Inc

Healthcare
16K
New
$3.06 - $4.11 $49K - $65.8K
16K $53K
COLD
Americold Realty Trust

Real Estate
2.42K
New
$20.74 - $23.05 $50.1K - $55.7K
2.42K $51K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.58K
New
$24.73 - $25.62 $39.1K - $40.5K
1.58K $40K
DOG
Proshares Short Dow30 ETF New

ETFs
1.5K
New
$25.29 - $27.92 $37.9K - $41.9K
1.5K $40K
MAIN
Main Street Capital Corp

Financial Services
700
New
$54.71 - $63.1 $38.3K - $44.2K
700 $39K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
778
New
$49.92 - $50.3 $38.8K - $39.1K
778 $38K
HMY
Harmony Gold Mining CO LTD

Basic Materials
2.25K
New
$8.25 - $14.77 $18.6K - $33.2K
2.25K $33K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
454
New
$60.91 - $71.4 $27.7K - $32.4K
454 $28K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1.1K
New
$22.15 - $24.94 $24.3K - $27.4K
1.1K $27K
CUZ
Cousins Properties Inc

Real Estate
864
New
$28.06 - $31.21 $24.2K - $27K
864 $25K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.04K
New
$23.9 - $24.18 $24.9K - $25.2K
1.04K $25K
CPK
Chesapeake Utilities Corp

Utilities
200
New
$116.55 - $130.37 $23.3K - $26.1K
200 $25K
IESC
Ies Holdings, Inc.

Industrials
148
New
$162.26 - $316.26 $24K - $46.8K
148 $24K
WEBL
Direxion Shs ETF Tr Daily Dow

ETFs
1.2K
New
$18.88 - $34.49 $22.7K - $41.4K
1.2K $22K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
230
New
$91.68 - $109.93 $21.1K - $25.3K
230 $21K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
518
New
$39.97 - $48.7 $20.7K - $25.2K
518 $20K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1.74K
New
$11.76 - $15.2 $20.4K - $26.4K
1.74K $20K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.76K
New
$10.43 - $10.86 $18.3K - $19.1K
1.76K $18K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
1.5K
New
$10.98 - $17.34 $16.5K - $26K
1.5K $17K
HWKN
Hawkins Inc

Basic Materials
157
New
$101.28 - $122.97 $15.9K - $19.3K
157 $16K
NYT
New York Times CO

Communication Services
303
New
$46.9 - $55.89 $14.2K - $16.9K
303 $15K
CAPE
Barclays Bank PLC

ETFs
500
New
$29.41 - $31.62 $14.7K - $15.8K
500 $15K
HQY
Healthequity, Inc.

Healthcare
173
New
$84.32 - $114.51 $14.6K - $19.8K
173 $15K
ACIW
Aci Worldwide, Inc.

Technology
250
New
$50.38 - $57.35 $12.6K - $14.3K
250 $13K
PLAB
Photronics Inc

Technology
655
New
$19.89 - $24.57 $13K - $16.1K
655 $13K
ATRO
Astronics Corp

Industrials
454
New
$15.6 - $26.5 $7.08K - $12K
454 $10K
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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