Spire Wealth Management Reduced Holdings in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.42M
- 75.26%
$45.6 - $46.92 $64.8M - $66.7M
467K $21.8M
GTO
Invesco Actively Managed ETF T

ETFs
-482K
- 98.08%
$46.43 - $47.91 $22.4M - $23.1M
9.43K $448K
VGSH
Vanguard

ETFs
-285K
- 98.7%
$58.43 - $58.88 $16.7M - $16.8M
3.75K $220K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-277K
- 97.14%
$50.85 - $51.35 $14.1M - $14.2M
8.15K $417K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-258K
- 15.26%
$50.47 - $50.74 $13M - $13.1M
1.43M $72.7M
ISRG
Intuitive Surgical Inc

Healthcare
-13.9K
- 63.31%
$433.66 - $544.47 $6.01M - $7.55M
8.04K $3.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-16.4K
- 34.17%
$546.99 - $602.2 $9M - $9.9M
31.7K $19M
XLV
Select Sector Spdr Fund Health

ETFs
-55.7K
- 37.57%
$129.01 - $139.72 $7.18M - $7.78M
92.5K $12.9M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-119K
- 97.27%
$57.15 - $62.12 $6.78M - $7.37M
3.34K $207K
NOW
Service Now, Inc.

Technology
-6.63K
- 80.32%
$850.86 - $1044.69 $5.64M - $6.92M
1.62K $1.49M
TDG
Trans Digm Group Inc

Industrials
-3.17K
- 83.63%
$1271.04 - $1620.83 $4.03M - $5.14M
621 $818K
SPGI
S&P Global Inc.

Financial Services
-9.01K
- 74.1%
$484.94 - $564.15 $4.37M - $5.08M
3.15K $1.53M
XLF
Financial Sector Spdr

ETFs
-105K
- 15.73%
$51.37 - $54.25 $5.4M - $5.71M
564K $30.4M
INTU
Intuit Inc

Technology
-5.35K
- 55.74%
$646.03 - $807.39 $3.46M - $4.32M
4.25K $2.9M
FICO
Fair Isaac Corp

Technology
-2.54K
- 99.57%
$1311.26 - $1869.83 $3.33M - $4.75M
11 $16K
XOM
Exxon Mobil Corp

Energy
-43.4K
- 52.73%
$105.83 - $117.22 $4.59M - $5.08M
38.9K $4.38M
IGV
Ishares Expanded Tech Software

ETFs
-41K
- 87.54%
$105.96 - $117.79 $4.35M - $4.83M
5.84K $671K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-8.53K
- 94.62%
$415.15 - $489.89 $3.54M - $4.18M
485 $206K
NEE
Nextera Energy Inc

Utilities
-62.7K
- 63.39%
$69.77 - $77.54 $4.37M - $4.86M
36.2K $2.73M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-8.96K
- 79.32%
$366.54 - $479.53 $3.28M - $4.3M
2.34K $914K
PG
Procter & Gamble CO

Consumer Defensive
-24.4K
- 54.15%
$150.47 - $161.22 $3.66M - $3.93M
20.6K $3.17M
VRSN
Verisign Inc

Technology
-12.7K
- 98.25%
$263.02 - $305.98 $3.35M - $3.9M
227 $63K
XLI
Industrial Sector Spdr

ETFs
-28.8K
- 20.39%
$147.94 - $154.99 $4.26M - $4.46M
112K $17.3M
EW
Edwards Lifesciences Corp

Healthcare
-44.6K
- 94.84%
$73.75 - $81.83 $3.29M - $3.65M
2.43K $188K
EQT
Eqt Corp

Energy
-59.3K
- 97.5%
$49.19 - $59.19 $2.92M - $3.51M
1.52K $82K
CTSH
Cognizant Technology Solutions Corp

Technology
-42.9K
- 98.97%
$66.67 - $80.98 $2.86M - $3.47M
446 $29K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-35K
- 62.87%
$92.18 - $95.14 $3.22M - $3.33M
20.6K $1.96M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-52.7K
- 33.4%
$55.61 - $57.37 $2.93M - $3.02M
105K $5.99M
XLP
Consumer Staples Sector Spdr

ETFs
-37.9K
- 29.67%
N/A
89.7K $6.82M
FSK
Fs Kkr Capital Corp

Financial Services
-132K
- 92.33%
$14.93 - $22.48 $1.97M - $2.97M
11K $163K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-34.7K
- 59.78%
$78.11 - $79.07 $2.71M - $2.74M
23.3K $1.84M
PHYS
Sprott Physical Gold Trust

Financial Services
-98.6K
- 88.96%
$25.02 - $29.62 $2.47M - $2.92M
12.2K $362K
AMAT
Applied Materials Inc

Technology
-15.3K
- 45.03%
$156.25 - $204.95 $2.39M - $3.13M
18.7K $3.82M
CRM
Salesforce, Inc.

Technology
-8.12K
- 66.85%
$231.66 - $273.65 $1.88M - $2.22M
4.03K $954K
PSLV
Sprott Physical Silver Trust

Financial Services
-188K
- 98.34%
$12.24 - $15.73 $2.3M - $2.96M
3.19K $50K
FISV
Fiserv Inc

Technology
-17.2K
- 75.19%
N/A
5.68K $711K
COOP
Mr. Cooper Group Inc.

Financial Services
-14.9K
- 89.66%
$143.29 - $220.9 $2.14M - $3.29M
1.72K $362K
XLE
Energy Sector Spdr

ETFs
-26.8K
- 40.54%
$84.25 - $91.99 $2.26M - $2.46M
39.3K $3.51M
DIS
Walt Disney CO

Communication Services
-15.3K
- 54.87%
$112.25 - $124.0 $1.72M - $1.9M
12.6K $1.44M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-23.8K
- 41.08%
$82.38 - $83.0 $1.96M - $1.98M
34.2K $2.84M
FTNT
Fortinet, Inc.

Technology
-17.3K
- 74.09%
$74.39 - $107.65 $1.29M - $1.87M
6.07K $509K
VCR
Vanguard Consumer Discretionar

ETFs
-9.43K
- 17.86%
$359.61 - $401.35 $3.39M - $3.78M
43.3K $17.2M
AZO
Autozone Inc

Consumer Cyclical
-471
- 91.99%
$3649.42 - $4354.54 $1.72M - $2.05M
41 $175K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-54.3K
- 43.11%
$31.28 - $32.14 $1.7M - $1.74M
71.6K $2.3M
CTAS
Cintas Corp

Industrials
-6.77K
- 76.47%
$199.29 - $226.27 $1.35M - $1.53M
2.08K $427K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-8.77K
- 98.49%
$108.8 - $169.61 $954K - $1.49M
134 $14K
XLB
Select Sector Spdr Fd Material

ETFs
-15.2K
- 98.56%
$86.72 - $92.61 $1.32M - $1.4M
222 $19K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-10.6K
- 73.08%
$119.73 - $134.7 $1.27M - $1.43M
3.92K $522K
XLC
Select Sector Spdr Tr Communic

ETFs
-27.7K
- 13.5%
$105.99 - $119.41 $2.93M - $3.3M
177K $21M
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email