Spire Wealth Management Reduced Holdings in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-58K
- 10.39%
$209.68 - $247.1 $12.2M - $14.3M
500K $111M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-573K
- 89.47%
$42.4 - $44.11 $24.3M - $25.3M
67.5K $2.96M
NVDA
Nvidia Corp

Technology
-13K
- 1.79%
$106.98 - $149.43 $1.39M - $1.94M
712K $77.2M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-209K
- 99.89%
$81.58 - $109.72 $17M - $22.9M
228 $20K
VGT
Vanguard Information Technolog

ETFs
-8.38K
- 6.62%
$542.38 - $646.34 $4.55M - $5.42M
118K $64.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-13.1K
- 3.5%
$190.26 - $242.06 $2.49M - $3.17M
360K $68.6M
GOOGL
Alphabet Inc.

Communication Services
-1.51K
- 0.58%
$154.33 - $206.19 $233K - $311K
260K $40.2M
GWW
W.W. Grainger, Inc.

Industrials
-7.57K
- 82.28%
$953.54 - $1132.42 $7.22M - $8.57M
1.63K $1.61M
VB
Vanguard Small Cap ETF

ETFs
-30.1K
- 73.39%
$217.89 - $252.64 $6.57M - $7.62M
10.9K $2.42M
MRVL
Marvell Technology, Inc.

Technology
-53.8K
- 73.57%
$61.57 - $126.06 $3.31M - $6.78M
19.3K $1.19M
BLDR
Builders First Source, Inc.

Industrials
-35.9K
- 93.65%
$122.8 - $173.51 $4.4M - $6.22M
2.43K $303K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-103K
- 79.1%
$48.31 - $49.23 $4.96M - $5.06M
27.1K $1.33M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-28.1K
- 98.2%
$161.13 - $209.29 $4.53M - $5.88M
515 $85K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-17.7K
- 8.5%
$126.86 - $146.45 $2.24M - $2.59M
190K $24.2M
AVGO
Broadcom Inc.

Technology
-685
- 0.95%
$167.43 - $244.7 $115K - $168K
71.1K $11.9M
HPQ
Hp Inc

Technology
-140K
- 97.71%
$27.69 - $34.72 $3.88M - $4.87M
3.29K $91K
SPYG
Spdr Portfolio

ETFs
-49.4K
- 79.8%
$80.05 - $92.39 $3.96M - $4.57M
12.5K $1.01M
QCOM
Qualcomm Inc

Technology
-28.6K
- 63.28%
$151.94 - $175.86 $4.35M - $5.03M
16.6K $2.55M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-57.8K
- 46.43%
$47.79 - $59.89 $2.76M - $3.46M
66.6K $3.35M
MA
Mastercard Inc

Financial Services
-9.06K
- 19.0%
$504.67 - $576.31 $4.57M - $5.22M
38.6K $21.2M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-39K
- 60.81%
$82.81 - $96.53 $3.23M - $3.76M
25.1K $2.11M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-41.5K
- 97.17%
$80.73 - $94.96 $3.35M - $3.94M
1.21K $100K
GOOG
Alphabet Inc.

Communication Services
-1.74K
- 1.74%
$156.06 - $207.71 $272K - $362K
98.5K $15.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-108K
- 94.34%
$33.84 - $37.77 $3.66M - $4.08M
6.48K $236K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-83.1K
- 56.9%
$42.5 - $46.71 $3.53M - $3.88M
62.9K $2.85M
VCR
Vanguard Consumer Discretionar

ETFs
-477
- 0.71%
$318.51 - $391.75 $152K - $187K
66.8K $21.7M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-61.9K
- 98.58%
$42.58 - $59.5 $2.64M - $3.68M
895 $41K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-64K
- 32.08%
$49.78 - $53.19 $3.18M - $3.4M
135K $6.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-39.6K
- 16.6%
$57.21 - $65.8 $2.26M - $2.6M
199K $11.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.1K
- 1.21%
$551.42 - $612.93 $607K - $675K
90K $50.3M
NOW
Service Now, Inc.

Technology
-106
- 0.96%
$783.83 - $1170.39 $83.1K - $124K
10.9K $8.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-65.9K
- 2.99%
$50.39 - $50.66 $3.32M - $3.34M
2.14M $108M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6.35K
- 45.59%
$408.78 - $448.82 $2.6M - $2.85M
7.58K $3.18M
META
Meta Platforms, Inc.

Communication Services
-2.92K
- 3.95%
$576.36 - $736.67 $1.68M - $2.15M
70.9K $40.9M
FDN
First Tr Fd Dow Jones

ETFs
-10.3K
- 79.49%
$221.38 - $266.86 $2.28M - $2.75M
2.66K $590K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.38K
- 17.86%
$302.31 - $337.54 $1.93M - $2.15M
29.3K $8.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.4K
- 18.37%
$102.49 - $119.96 $1.58M - $1.85M
68.5K $7.16M
ACN
Accenture PLC

Technology
-4.67K
- 19.26%
$300.91 - $398.25 $1.41M - $1.86M
19.6K $6.11M
MOD
Modine Manufacturing CO

Consumer Cyclical
-19.4K
- 94.01%
$76.06 - $142.68 $1.48M - $2.77M
1.24K $95K
TJX
Tjx Companies Inc

Consumer Cyclical
-19.1K
- 66.09%
$112.81 - $126.16 $2.16M - $2.41M
9.81K $1.19M
CAH
Cardinal Health Inc

Healthcare
-19.5K
- 81.8%
$118.02 - $137.77 $2.3M - $2.69M
4.34K $597K
SPGI
S&P Global Inc.

Financial Services
-4.81K
- 20.31%
$478.26 - $543.77 $2.3M - $2.62M
18.9K $9.59M
MSCI
Msci Inc.

Financial Services
-3.64K
- 86.78%
$541.46 - $628.34 $1.97M - $2.28M
554 $313K
WMT
Walmart Inc.

Consumer Defensive
-19.9K
- 11.8%
$84.5 - $105.05 $1.69M - $2.09M
149K $13.1M
RMD
Resmed Inc

Healthcare
-8.21K
- 76.06%
$219.7 - $257.65 $1.8M - $2.12M
2.59K $578K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-16.1K
- 18.73%
$68.07 - $78.99 $1.1M - $1.28M
70.1K $4.77M
XLE
Energy Sector Spdr

ETFs
-27.6K
- 25.24%
$85.7 - $93.96 $2.37M - $2.6M
81.8K $7.65M
APH
Amphenol Corp

Technology
-20.5K
- 20.78%
$61.62 - $78.55 $1.26M - $1.61M
78K $5.11M
EME
Emcor Group, Inc.

Industrials
-3.59K
- 91.91%
$361.16 - $535.99 $1.3M - $1.92M
316 $116K
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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