Spire Wealth Management New Holdings in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BWXT
Bwx Technologies, Inc.

Industrials
28.1K
New
$136.45 - $184.37 $3.83M - $5.18M
28.1K $5.18M
RTX
Raytheon Technologies Corp

Industrials
9.79K
New
$144.19 - $167.33 $1.41M - $1.64M
9.79K $1.64M
TASK
Task Us, Inc.

Technology
52.8K
New
$16.73 - $18.21 $883K - $961K
52.8K $941K
LITE
Lumentum Holdings Inc.

Technology
5.63K
New
$90.44 - $171.5 $509K - $966K
5.63K $916K
AGX
Argan Inc

Industrials
2.94K
New
$202.53 - $271.07 $596K - $797K
2.94K $794K
PAAS
Pan American Silver Corp

Basic Materials
20.1K
New
$27.02 - $38.81 $544K - $781K
20.1K $779K
ERO
Ero Copper Corp.

Basic Materials
28.9K
New
$12.98 - $20.23 $375K - $585K
28.9K $584K
NG
Novagold Resources Inc

Basic Materials
44.5K
New
$4.15 - $8.8 $185K - $392K
44.5K $391K
JPUS
Jpmorgan Diversified Return Us

ETFs
3.02K
New
$117.71 - $125.02 $355K - $378K
3.02K $374K
TGT
Target Corp

Consumer Defensive
1.84K
New
$86.56 - $107.43 $159K - $197K
1.84K $164K
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.95K
New
$22.38 - $22.53 $133K - $134K
5.95K $133K
EXAS
Exact Sciences Corp

Healthcare
2.35K
New
$40.91 - $56.0 $96.1K - $131K
2.35K $128K
HAUS
Tidal ETF Tr Home Appreciation

ETFs
6.8K
New
$17.25 - $18.42 $117K - $125K
6.8K $120K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
12.7K
New
$6.12 - $7.9 $77.5K - $100K
12.7K $78K
GHM
Graham Corp

Industrials
1.3K
New
$47.07 - $57.43 $61.2K - $74.7K
1.3K $70K
RGLD
Royal Gold Inc

Basic Materials
317
New
$151.42 - $200.58 $48K - $63.6K
317 $63K
IDCC
Inter Digital, Inc.

Communication Services
142
New
$221.35 - $349.23 $31.4K - $49.6K
142 $49K
JHPI
John Hancock ETF Preferred Inc

ETFs
2.15K
New
$22.54 - $23.42 $48.5K - $50.4K
2.15K $49K
BAP
Credicorp LTD

Financial Services
156
New
$220.56 - $278.29 $34.4K - $43.4K
156 $41K
IESC
Ies Holdings, Inc.

Industrials
100
New
$289.3 - $397.65 $28.9K - $39.8K
100 $39K
ECC
Eagle Point Credit CO Inc.

Financial Services
5.6K
New
$6.23 - $7.8 $34.9K - $43.7K
5.6K $37K
JPRE
J P Morgan Exchange Traded Fd

ETFs
600
New
$46.56 - $49.11 $27.9K - $29.5K
600 $28K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.08K
New
$24.97 - $25.78 $27.1K - $27.9K
1.08K $27K
IBDV
Ishares Tr

Technology
1.2K
New
$21.75 - $22.22 $26.1K - $26.7K
1.2K $26K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
917
New
$23.39 - $28.55 $21.4K - $26.2K
917 $26K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.26K
New
$20.77 - $21.32 $26.1K - $26.8K
1.26K $26K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.13K
New
$22.36 - $22.52 $25.2K - $25.3K
1.13K $25K
KELYA
Kelly Services Inc

Industrials
1.81K
New
$12.07 - $14.64 $21.8K - $26.4K
1.81K $23K
NRP
Natural Resource Partners LP

Energy
200
New
$95.21 - $105.0 $19K - $21K
200 $21K
PCQ
Pimco California Municipal Income Fund

Financial Services
2.42K
New
$8.19 - $8.8 $19.8K - $21.3K
2.42K $21K
BSAC
Banco Santander Chile

Financial Services
730
New
$22.88 - $26.68 $16.7K - $19.5K
730 $19K
AVAV
Aero Vironment Inc

Industrials
60
New
$226.08 - $314.89 $13.6K - $18.9K
60 $18K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
3.33K
New
$4.36 - $5.16 $14.5K - $17.2K
3.33K $17K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
2K
New
$3.74 - $8.87 $7.48K - $17.7K
2K $17K
VCAR
Simplify Exchange Traded Fds V

ETFs
712
New
N/A
712 $16K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
694
New
$23.13 - $23.54 $16.1K - $16.3K
694 $16K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
635
New
$25.24 - $25.56 $16K - $16.2K
635 $16K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
375
New
$40.38 - $43.07 $15.1K - $16.2K
375 $16K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
662
New
$22.84 - $22.95 $15.1K - $15.2K
662 $15K
EOSEW
Eos Energy Enterprises Inc
8K
New
$0.35 - $1.77 $2.8K - $14.2K
8K $14K
USLM
United States Lime & Minerals Inc

Basic Materials
100
New
$99.02 - $131.55 $9.9K - $13.2K
100 $13K
EMLP
First Tr Exchange Traded Iv

ETFs
328
New
$36.99 - $38.38 $12.1K - $12.6K
328 $12K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
244
New
$44.22 - $45.74 $10.8K - $11.2K
244 $11K
FIW
First Trust Water ETF

ETFs
100
New
$107.54 - $115.08 $10.8K - $11.5K
100 $11K
KOD
Kodiak Sciences Inc.

Healthcare
633
New
$3.68 - $16.37 $2.33K - $10.4K
633 $10K
PL
Planet Labs Pbc

Industrials
750
New
$6.14 - $12.98 $4.61K - $9.74K
750 $9K
WAL
Western Alliance Bancorporation

Financial Services
100
New
$76.33 - $91.49 $7.63K - $9.15K
100 $8K
EWH
Ishares Msci Hong Kong ETF

ETFs
402
New
$19.82 - $22.04 $7.97K - $8.86K
402 $8K
EPP
Ishares Inc

ETFs
157
New
$48.87 - $52.69 $7.67K - $8.27K
157 $8K
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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