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
E
Eni Spa

Energy
-336
- 23.27%
$27.51 - $31.47 $9.24K - $10.6K
1.11K $34K
CE
Celanese Corp

Basic Materials
-15
- 5.1%
$47.02 - $74.12 $705 - $1.11K
279 $15K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-33
- 7.93%
$89.18 - $104.04 $2.94K - $3.43K
383 $35K
NBIX
Neurocrine Biosciences Inc

Healthcare
-2
- 1.02%
$107.22 - $153.29 $214 - $307
194 $21K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-7
- 1.89%
$121.0 - $142.28 $847 - $996
363 $45K
MKL
Markel Corp

Financial Services
-5
- 17.86%
$1660.14 - $2059.83 $8.3K - $10.3K
23 $43K
ALGN
Align Technology Inc

Healthcare
-11
- 16.42%
$158.86 - $234.89 $1.75K - $2.58K
56 $8K
NDSN
Nordson Corp

Industrials
-21
- 26.58%
$200.12 - $224.07 $4.2K - $4.71K
58 $11K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-185
- 37.15%
$25.27 - $28.3 $4.67K - $5.24K
313 $8K
POST
Post Holdings, Inc.

Consumer Defensive
-49
- 43.36%
$104.57 - $116.92 $5.12K - $5.73K
64 $7K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-449
- 10.47%
$23.43 - $25.55 $10.5K - $11.5K
3.84K $98K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-185
- 30.58%
$46.15 - $63.53 $8.54K - $11.8K
420 $25K
EXPO
Exponent Inc

Industrials
-33
- 10.15%
$78.9 - $93.95 $2.6K - $3.1K
292 $23K
WEX
Wex Inc.

Technology
-18
- 25.35%
$148.29 - $186.78 $2.67K - $3.36K
53 $8K
DUSA
Davis Fundamental ETF Tr

ETFs
-110
- 3.89%
$41.58 - $46.14 $4.57K - $5.08K
2.72K $114K
SWK
Stanley Black & Decker, Inc.

Industrials
-2
- 0.17%
$76.43 - $90.41 $153 - $181
1.15K $88K
PTC
Ptc Inc.

Technology
-4
- 3.13%
$153.3 - $193.48 $613 - $774
124 $19K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-102
- 35.29%
$41.0 - $48.93 $4.18K - $4.99K
187 $8K
HIMX
Himax Technologies, Inc.

Technology
-490
- 83.76%
$7.2 - $12.85 $3.53K - $6.3K
95 $0
SNAP
Snap Inc

Communication Services
-7
- 0.33%
$8.37 - $12.57 $58.6 - $88
2.1K $18K
WHR
Whirlpool Corp

Consumer Cyclical
-27
- 71.05%
$88.58 - $133.14 $2.39K - $3.59K
11 $0
OMC
Omnicom Group Inc.

Communication Services
-8
- 0.78%
$79.43 - $88.34 $635 - $707
1.02K $84K
IT
Gartner Inc

Technology
-3
- 10.34%
$418.25 - $548.38 $1.25K - $1.65K
26 $10K
FRT
Federal Realty Investment Trust

Real Estate
-33
- 31.43%
$94.7 - $111.82 $3.13K - $3.69K
72 $7K
HYG
Ishares Tr

ETFs
-62
- 1.4%
$78.51 - $80.11 $4.87K - $4.97K
4.38K $345K
CCI
Crown Castle International Corp

Real Estate
-153
- 17.59%
$84.33 - $106.39 $12.9K - $16.3K
717 $74K
MOS
Mosaic CO

Basic Materials
-180
- 31.14%
$23.08 - $28.8 $4.15K - $5.18K
398 $10K
CF
Cf Industries Holdings, Inc.

Basic Materials
-40
- 17.24%
$75.03 - $97.25 $3K - $3.89K
192 $15K
FAAR
First Trust Vii Alternative Ab

ETFs
-175
- 49.16%
$27.81 - $28.97 $4.87K - $5.07K
181 $5K
CFG
Citizens Financial Group Inc

Financial Services
-40
- 5.55%
$39.73 - $48.36 $1.59K - $1.93K
681 $27K
WPP
Wpp PLC

Communication Services
-16
- 7.41%
$37.96 - $51.07 $607 - $817
200 $7K
ZWS
Zurn Water Solutions Corp

Industrials
-86
- 24.86%
$32.38 - $39.44 $2.78K - $3.39K
260 $8K
NWSA
News Corp

Communication Services
-132
- 33.0%
$26.29 - $30.49 $3.47K - $4.02K
268 $7K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-1
- 0.26%
$141.31 - $175.89 $141 - $176
388 $55K
FMF
First Trust Managed Futures St

ETFs
-64
- 5.99%
$45.87 - $48.39 $2.94K - $3.1K
1K $46K
IGHG
Proshares Investment Grade Int

ETFs
-40
- 11.08%
$76.51 - $78.81 $3.06K - $3.15K
321 $24K
OGE
Oge Energy Corp.

Utilities
-126
- 20.45%
$39.76 - $46.32 $5.01K - $5.84K
490 $22K
BST
Black Rock Science & Technology Trust

Financial Services
-8
- 0.89%
$32.99 - $38.94 $264 - $312
892 $29K
AGX
Argan Inc

Industrials
-8
- 4.21%
$104.05 - $185.35 $832 - $1.48K
182 $23K
ALC
Alcon Inc

Healthcare
-81
- 16.2%
$82.73 - $96.8 $6.7K - $7.84K
419 $39K
ZS
Zscaler, Inc.

Technology
-24
- 22.22%
$181.66 - $216.87 $4.36K - $5.2K
84 $16K
ALLE
Allegion PLC

Industrials
-24
- 15.38%
$123.79 - $135.5 $2.97K - $3.25K
132 $17K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-85
- 17.0%
$45.62 - $51.12 $3.88K - $4.35K
415 $21K
RF
Regions Financial Corp

Financial Services
-55
- 4.74%
$20.84 - $24.77 $1.15K - $1.36K
1.11K $24K
CX
Cemex Sab De Cv

Basic Materials
-507
- 7.78%
$5.36 - $6.78 $2.72K - $3.44K
6.01K $33K
WSO
Watsco Inc

Industrials
-8
- 22.86%
$463.86 - $530.75 $3.71K - $4.25K
27 $13K
KEY
Keycorp

Financial Services
-26
- 1.16%
$15.15 - $18.3 $394 - $476
2.22K $35K
LBRDK
Liberty Broadband Corp

Communication Services
-59
- 37.82%
$73.49 - $88.64 $4.34K - $5.23K
97 $8K
USFD
Us Foods Holding Corp.

Consumer Defensive
-50
- 38.76%
$63.38 - $72.02 $3.17K - $3.6K
79 $5K
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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