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
FAST
Fastenal CO

Industrials
-198
- 9.69%
$71.11 - $79.98 $14.1K - $15.8K
1.85K $143K
NNN
National Retail Properties, Inc.

Real Estate
-125
- 8.09%
$38.0 - $43.19 $4.75K - $5.4K
1.42K $60K
CPRI
Capri Holdings LTD

Consumer Cyclical
-150
- 36.76%
$19.02 - $25.84 $2.85K - $3.88K
258 $5K
HUBB
Hubbell Inc

Industrials
-1
- 4.17%
$330.91 - $456.86 $331 - $457
23 $7K
TLRY
Tilray Brands, Inc.

Healthcare
-17
- 0.36%
$0.59 - $1.46 $10 - $24.8
4.74K $3K
PHG
Koninklijke Philips Nv

Healthcare
-137
- 4.23%
$24.92 - $28.61 $3.41K - $3.92K
3.1K $78K
NTRS
Northern Trust Corp

Financial Services
-25
- 42.37%
$96.09 - $113.81 $2.4K - $2.85K
34 $3K
TECH
Bio Techne Corp

Healthcare
-26
- 23.85%
$58.47 - $78.75 $1.52K - $2.05K
83 $4K
MTN
Vail Resorts Inc

Consumer Cyclical
-7
- 14.0%
$153.58 - $184.72 $1.08K - $1.29K
43 $6K
THO
Thor Industries Inc

Consumer Cyclical
-21
- 28.38%
$75.81 - $105.39 $1.59K - $2.21K
53 $4K
NFG
National Fuel Gas CO

Energy
-82
- 35.5%
$60.71 - $79.19 $4.98K - $6.49K
149 $11K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-43
- 50.0%
$54.11 - $72.22 $2.33K - $3.11K
43 $2K
H
Hyatt Hotels Corp

Consumer Cyclical
-2
- 3.39%
$120.83 - $166.34 $242 - $333
57 $6K
AGCO
Agco Corp

Industrials
-27
- 17.88%
$88.82 - $106.69 $2.4K - $2.88K
124 $11K
HLI
Houlihan Lokey, Inc.

Financial Services
-12
- 13.48%
$154.43 - $187.4 $1.85K - $2.25K
77 $12K
TAP
Molson Coors Beverage CO

Consumer Defensive
-138
- 7.79%
$52.44 - $62.91 $7.24K - $8.68K
1.63K $99K
ICLN
Ishares

ETFs
-200
- 2.9%
$10.94 - $11.86 $2.19K - $2.37K
6.7K $76K
AKAM
Akamai Technologies Inc

Technology
-18
- 36.73%
N/A
31 $2K
INCY
Incyte Corp

Healthcare
-12
- 8.22%
$60.0 - $75.26 $720 - $903
134 $8K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-21
- 35.0%
$110.55 - $130.35 $2.32K - $2.74K
39 $4K
HRL
Hormel Foods Corp

Consumer Defensive
-75
- 31.25%
$28.29 - $31.52 $2.12K - $2.36K
165 $5K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-31
- 45.59%
$59.6 - $67.2 $1.85K - $2.08K
37 $2K
OC
Owens Corning

Industrials
-6
- 33.33%
$137.83 - $191.19 $827 - $1.15K
12 $1K
BOH
Bank Of Hawaii Corp

Financial Services
-28
- 75.68%
$65.97 - $75.81 $1.85K - $2.12K
9 $0
HOLX
Hologic Inc

Healthcare
-29
- 45.31%
$60.7 - $73.77 $1.76K - $2.14K
35 $2K
GKOS
Glaukos Corp

Healthcare
-1
- 4.76%
$96.6 - $161.22 $96.6 - $161
20 $1K
UTZ
Utz Brands, Inc.

Consumer Defensive
-67
- 13.79%
$13.18 - $15.15 $883 - $1.02K
419 $5K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-362
- 3.76%
$9.82 - $10.44 $3.55K - $3.78K
9.27K $92K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-135
- 19.09%
$20.2 - $22.24 $2.73K - $3K
572 $12K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-83
- 4.79%
$25.83 - $27.09 $2.14K - $2.25K
1.65K $43K
TXT
Textron Inc

Industrials
-13
- 5.24%
$70.19 - $81.2 $912 - $1.06K
235 $16K
CAE
Cae Inc

Industrials
-18
- 0.92%
$23.09 - $26.78 $416 - $482
1.95K $47K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-79
- 26.25%
$30.38 - $34.94 $2.4K - $2.76K
222 $7K
JNPR
Juniper Networks Inc

Technology
-6
- 0.35%
$34.38 - $39.03 $206 - $234
1.73K $62K
MLPA
Global X Mlp ETF

ETFs
-50
- 70.42%
$49.83 - $54.53 $2.49K - $2.73K
21 $1K
ETSY
Etsy Inc

Consumer Cyclical
-45
- 64.29%
$44.4 - $57.29 $2K - $2.58K
25 $1K
NTNX
Nutanix, Inc.

Technology
-34
- 61.82%
$61.28 - $77.44 $2.08K - $2.63K
21 $1K
SITE
Site One Landscape Supply, Inc.

Industrials
-15
- 35.71%
$120.25 - $147.7 $1.8K - $2.22K
27 $3K
UNP
Union Pacific Corp

Industrials
-308
- 3.57%
$225.21 - $254.42 $69.4K - $78.4K
8.33K $1.97M
BFS
Saul Centers, Inc.

Real Estate
-7
- 1.35%
$35.47 - $38.54 $248 - $270
512 $18K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-5
- 2.94%
$24.13 - $30.02 $121 - $150
165 $4K
MMS
Maximus, Inc.

Industrials
-6
- 8.11%
$64.34 - $79.68 $386 - $478
68 $4K
RYAAY
Ryanair Holdings PLC

Industrials
-27
- 25.47%
$41.54 - $50.08 $1.12K - $1.35K
79 $3K
IMAX
Imax Corp

Communication Services
-54
- 35.06%
$22.39 - $27.37 $1.21K - $1.48K
100 $2K
SATS
Echo Star Corp

Technology
-85
- 38.99%
$22.73 - $31.23 $1.93K - $2.65K
133 $3K
CHE
Chemed Corp

Healthcare
-4
- 36.36%
$521.84 - $615.32 $2.09K - $2.46K
7 $4K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-5
- 8.93%
$69.67 - $86.15 $348 - $431
51 $3K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-33
- 58.93%
$25.0 - $39.76 $825 - $1.31K
23 $0
SNV
Synovus Financial Corp

Financial Services
-3
- 3.41%
$43.7 - $56.87 $131 - $171
85 $3K
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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