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
AOS
Smith A O Corp

Industrials
34
New
$65.16 - $72.69 $2.22K - $2.47K
34 $2K
CGNT
Cognyte Software Ltd.

Technology
314
New
$7.8 - $10.97 $2.45K - $3.44K
314 $2K
PRTA
Prothena Corp Public LTD CO

Healthcare
200
New
$12.38 - $16.04 $2.48K - $3.21K
200 $2K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
998
New
$1.96 - $8.8 $1.96K - $8.78K
998 $2K
YELP
Yelp Inc

Communication Services
71
New
$33.6 - $41.25 $2.39K - $2.93K
71 $2K
EQH
Equitable Holdings, Inc.

Financial Services
54
New
$47.64 - $55.68 $2.57K - $3.01K
54 $2K
EXLS
Exl Service Holdings, Inc.

Technology
60
New
$44.13 - $51.8 $2.65K - $3.11K
60 $2K
PGF
Invesco Exchange Traded Fd Tr

ETFs
200
New
$14.28 - $14.97 $2.86K - $2.99K
200 $2K
NABL
N Able, Inc.

Technology
422
New
$6.92 - $10.3 $2.92K - $4.35K
422 $2K
CLOI
Vaneck ETF Tr

ETFs
54
New
$52.68 - $53.16 $2.84K - $2.87K
54 $2K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
96
New
$27.64 - $28.58 $2.65K - $2.74K
96 $2K
ASUR
Asure Software Inc

Technology
200
New
$9.16 - $12.62 $1.83K - $2.52K
200 $1K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
16
New
$105.24 - $117.4 $1.68K - $1.88K
16 $1K
IETC
Ishares U S ETF Tr

ETFs
20
New
$74.94 - $89.98 $1.5K - $1.8K
20 $1K
WRBY
Warby Parker Inc.

Healthcare
82
New
$17.82 - $28.42 $1.46K - $2.33K
82 $1K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
31
New
$55.12 - $62.6 $1.71K - $1.94K
31 $1K
JVA
Coffee Holding CO Inc

Consumer Defensive
408
New
$3.24 - $9.57 $1.32K - $3.9K
408 $1K
CSTL
Castle Biosciences Inc

Healthcare
50
New
$18.76 - $32.72 $938 - $1.64K
50 $1K
ILCV
Ishares Morningstar Value ETF

ETFs
17
New
$79.37 - $85.24 $1.35K - $1.45K
17 $1K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
11
New
$109.48 - $136.56 $1.2K - $1.5K
11 $1K
MKTX
Marketaxess Holdings Inc

Financial Services
5
New
$189.81 - $226.47 $949 - $1.13K
5 $1K
GSIG
Goldman Sachs ETF Tr Access In

Technology
22
New
$46.62 - $47.31 $1.03K - $1.04K
22 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
66
New
$14.93 - $20.31 $985 - $1.34K
66 $0
CPNG
Coupang, Inc.

Consumer Cyclical
25
New
$21.34 - $25.52 $534 - $638
25 $0
ELS
Equity Lifestyle Properties Inc

Real Estate
8
New
$64.36 - $69.32 $515 - $555
8 $0
RAMP
Live Ramp Holdings, Inc.

Technology
20
New
$25.18 - $35.61 $504 - $712
20 $0
VRRM
Verra Mobility Corp

Industrials
23
New
$19.76 - $26.87 $454 - $618
23 $0
NSA
National Storage Affiliates Trust

Real Estate
13
New
$35.92 - $39.59 $467 - $515
13 $0
Bank America Corp
1
New
N/A
1 $0
AVDV
American Centy ETF Tr Avantis

ETFs
9
New
$63.74 - $71.96 $574 - $648
9 $0
UAMY
United States Antimony Corp

Basic Materials
250
New
$1.28 - $2.38 $320 - $595
250 $0
POR
Portland General Electric CO

Utilities
22
New
$40.56 - $45.24 $892 - $995
22 $0
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
61
New
$14.91 - $15.74 $910 - $960
61 $0
Chimera Invt Corp
66
New
N/A
66 $0
GCT
Giga Cloud Technology Inc.

Technology
100
New
N/A
100 $0
MFA
Mfa Financial, Inc.

Real Estate
75
New
$9.53 - $11.0 $715 - $825
75 $0
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
16
New
$45.03 - $48.14 $720 - $770
16 $0
FSLY
Fastly, Inc.

Technology
105
New
$6.33 - $10.92 $665 - $1.15K
105 $0
BWFG
Bankwell Financial Group, Inc.

Financial Services
20
New
$27.97 - $32.7 $559 - $654
20 $0
TWLO
Twilio Inc

Communication Services
7
New
$94.9 - $148.35 $664 - $1.04K
7 $0
ACHRWS
Archer Aviation Inc Wt Exp 09/
1K
New
N/A
1K $0
Tempus Ai Inc
1.43K
New
N/A
1.43K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.68K
New
N/A
2.68K $0
First Tr Exchng Traded Fd Vi
3.04K
New
N/A
3.04K $0
Morgan Stanley ETF Trust
805
New
N/A
805 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
948
New
N/A
948 $0
Maplebear Inc
1.04K
New
N/A
1.04K $0
Dave Inc
500
New
N/A
500 $0
Proshares Tr
1K
New
N/A
1K $0
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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