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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-218
- 27.32%
$47.59 - $48.35 $10.4K - $10.5K
580 $28K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
-1K
- 50.0%
$9.94 - $10.45 $9.94K - $10.5K
1K $10K
MHK
Mohawk Industries Inc

Consumer Cyclical
-82
- 44.57%
$110.92 - $130.83 $9.1K - $10.7K
102 $11K
KHC
Kraft Heinz CO

Consumer Defensive
-258
- 3.59%
$28.51 - $32.22 $7.36K - $8.31K
6.93K $210K
FEX
First Tr Large Cap Core Alphde

ETFs
-38
- 1.42%
$99.27 - $109.89 $3.77K - $4.18K
2.63K $269K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-100
- 9.52%
$65.4 - $79.39 $6.54K - $7.94K
950 $70K
ENOV
Enovis Corp

Industrials
-187
- 55.99%
$35.51 - $47.99 $6.64K - $8.97K
147 $5K
MAS
Masco Corp

Industrials
-104
- 22.17%
$68.67 - $81.85 $7.14K - $8.51K
365 $25K
NEU
Newmarket Corp

Basic Materials
-18
- 56.25%
$482.93 - $570.11 $8.69K - $10.3K
14 $7K
RY
Royal Bank Of Canada

Financial Services
-11
- 1.14%
$108.81 - $123.4 $1.2K - $1.36K
955 $107K
OLED
Universal Display Corp Pa

Technology
-1
- 0.1%
$139.48 - $161.59 $139 - $162
1.03K $143K
CDW
Cdw Corp

Technology
-9
- 1.76%
$160.26 - $206.13 $1.44K - $1.86K
502 $80K
HSIC
Henry Schein Inc

Healthcare
-106
- 9.76%
$68.49 - $81.91 $7.26K - $8.68K
980 $67K
SJM
J M Smucker CO

Consumer Defensive
-75
- 65.79%
$100.41 - $118.41 $7.53K - $8.88K
39 $4K
CLAR
Clarus Corp

Consumer Cyclical
-1.56K
- 55.81%
$3.75 - $5.0 $5.85K - $7.8K
1.24K $4K
KIM
Kimco Realty Corp

Real Estate
-356
- 78.07%
$20.15 - $23.42 $7.17K - $8.34K
100 $2K
GPC
Genuine Parts CO

Consumer Cyclical
-71
- 36.79%
$115.91 - $129.02 $8.23K - $9.16K
122 $14K
POOL
Pool Corp

Industrials
-16
- 10.32%
$314.92 - $364.31 $5.04K - $5.83K
139 $44K
CNQ
Canadian Natural Resources LTD

Energy
-219
- 2.24%
$26.72 - $32.74 $5.85K - $7.17K
9.54K $293K
ADP
Automatic Data Processing Inc

Industrials
-139
- 4.95%
$286.85 - $318.64 $39.9K - $44.3K
2.67K $815K
BSY
Bentley Systems Inc

Technology
-107
- 26.55%
$39.34 - $47.7 $4.21K - $5.1K
296 $11K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-149
- 1.32%
$35.29 - $36.56 $5.26K - $5.45K
11.2K $399K
RDY
Dr Reddys Laboratories LTD

Healthcare
-375
- 56.39%
$12.53 - $15.81 $4.7K - $5.93K
290 $3K
FTA
First Tr Large Cap Value

ETFs
-100
- 3.13%
$74.42 - $80.34 $7.44K - $8.03K
3.1K $237K
BEN
Franklin Resources Inc

Financial Services
-306
- 88.18%
$18.92 - $22.24 $5.79K - $6.81K
41 $0
EQAL
Invesco ETF

ETFs
-130
- 10.69%
$46.28 - $50.51 $6.02K - $6.57K
1.09K $51K
DINO
Hf Sinclair Corp

Energy
-192
- 36.09%
$30.66 - $38.48 $5.89K - $7.39K
340 $11K
CWST
Casella Waste Systems Inc

Industrials
-73
- 30.29%
$104.2 - $115.86 $7.61K - $8.46K
168 $18K
FCNCA
First Citizens Bancshares Inc

Financial Services
-3
- 37.5%
$1728.36 - $2231.14 $5.19K - $6.69K
5 $9K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
-559
- 55.9%
$15.18 - $19.72 $8.49K - $11K
441 $8K
HAS
Hasbro, Inc.

Consumer Cyclical
-166
- 40.49%
$56.16 - $69.06 $9.32K - $11.5K
244 $15K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-118
- 3.96%
$47.4 - $50.24 $5.59K - $5.93K
2.86K $138K
LUV
Southwest Airlines CO

Industrials
-220
- 5.04%
$28.18 - $34.84 $6.2K - $7.66K
4.15K $139K
AME
Ametek Inc

Industrials
-10
- 1.75%
$170.39 - $190.43 $1.7K - $1.9K
563 $96K
NWBI
Northwest Bancshares, Inc.

Financial Services
-526
- 80.18%
$11.78 - $13.39 $6.2K - $7.04K
130 $1K
OGN
Organon & Co.

Healthcare
-364
- 6.08%
$14.29 - $16.41 $5.2K - $5.97K
5.62K $83K
EFX
Equifax Inc

Industrials
-19
- 12.58%
$235.63 - $278.34 $4.48K - $5.29K
132 $32K
PRGO
Perrigo CO PLC

Healthcare
-264
- 39.52%
$23.5 - $29.47 $6.2K - $7.78K
404 $11K
KD
Kyndryl Holdings, Inc.

Technology
-133
- 17.12%
$31.32 - $43.45 $4.17K - $5.78K
644 $20K
UAA
Under Armour, Inc.

Consumer Cyclical
-505
- 45.5%
$6.25 - $8.66 $3.16K - $4.37K
605 $3K
MTCH
Match Group, Inc.

Communication Services
-162
- 24.62%
$30.08 - $36.47 $4.87K - $5.91K
496 $15K
XPO
Xpo Logistics, Inc.

Industrials
-3
- 1.24%
$106.12 - $148.16 $318 - $444
238 $25K
ZETA
Zeta Global Holdings Corp.

Technology
-310
- 63.27%
$13.56 - $24.69 $4.2K - $7.65K
180 $2K
EQR
Equity Residential

Real Estate
-80
- 19.66%
$66.98 - $75.02 $5.36K - $6K
327 $23K
SDGR
Schrodinger, Inc.

Healthcare
-300
- 61.73%
$18.69 - $26.15 $5.61K - $7.85K
186 $3K
FTSL
First Trust Senior Ln Fund

ETFs
-109
- 3.83%
$45.65 - $46.48 $4.98K - $5.07K
2.74K $125K
CMC
Commercial Metals CO

Basic Materials
-88
- 15.28%
$43.22 - $53.05 $3.8K - $4.67K
488 $22K
ONB
Old National Bancorp

Financial Services
-200
- 7.26%
$20.11 - $24.45 $4.02K - $4.89K
2.55K $54K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-41
- 12.31%
$96.18 - $109.82 $3.94K - $4.5K
292 $29K
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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