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
RGEN
Repligen Corp

Healthcare
-1
- 4.76%
$127.24 - $174.24 $127 - $174
20 $2K
AES
Aes Corp

Utilities
-66
- 11.93%
$9.93 - $13.23 $655 - $873
487 $6K
QRVO
Qorvo, Inc.

Technology
-8
- 25.81%
$69.12 - $90.57 $553 - $725
23 $1K
CUBE
Cube Smart

Real Estate
-6
- 1.94%
$40.23 - $43.23 $241 - $259
304 $12K
INSP
Inspire Medical Systems, Inc.

Healthcare
-2
- 33.33%
$157.24 - $215.42 $314 - $431
4 $0
FDT
First Trust Developed Markets

ETFs
-33
- 63.46%
$53.51 - $60.98 $1.77K - $2.01K
19 $1K
LYFT
Lyft, Inc.

Technology
-8
- 0.71%
$11.27 - $15.12 $90.2 - $121
1.12K $13K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-1
- 2.7%
$16.25 - $41.86 $16.3 - $41.9
36 $0
GTX
Garrett Motion Inc.

Consumer Cyclical
-1
- 0.86%
$8.18 - $9.99 $8.18 - $9.99
115 $0
VRTS
Virtus Investment Partners, Inc.

Financial Services
-4
- 44.44%
$167.94 - $220.1 $672 - $880
5 $0
NTRA
Natera, Inc.

Healthcare
-5
- 29.41%
$132.63 - $177.0 $663 - $885
12 $1K
HFWA
Heritage Financial Corp

Financial Services
-16
- 18.39%
$23.08 - $25.77 $369 - $412
71 $1K
CDAY
Ceridian Hcm Holding Inc.

Technology
-5
- 4.5%
N/A
106 $6K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-16
- 41.03%
$25.93 - $29.28 $415 - $468
23 $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-10
- 26.32%
$61.25 - $72.83 $613 - $728
28 $1K
DXC
Dxc Technology CO

Technology
-17
- 13.71%
$16.43 - $22.61 $279 - $384
107 $1K
BRCC
Brc Inc.

Consumer Defensive
-283
- 36.14%
$1.94 - $3.19 $549 - $903
500 $1K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-9
- 27.27%
$60.74 - $73.87 $547 - $665
24 $1K
GNMA
Ishares Gnma Bond ETF

ETFs
-18
- 31.03%
$42.17 - $44.04 $759 - $793
40 $1K
ZION
Zions Bancorporation, National Association

Financial Services
-4
- 2.37%
$47.0 - $59.03 $188 - $236
165 $8K
ATKR
Atkore Inc.

Industrials
-4
- 22.22%
$58.89 - $88.18 $236 - $353
14 $0
CMA
Comerica Inc

Financial Services
-1
- 0.36%
$56.11 - $68.38 $56.1 - $68.4
279 $16K
PKI
Perkinelmer Inc

Healthcare
-7
- 0.19%
N/A
3.63K $438K
HLN
Haleon PLC

Healthcare
-387
- 9.35%
$9.02 - $10.67 $3.49K - $4.13K
3.75K $38K
FNF
Fidelity National Financial, Inc.

Financial Services
-234
- 14.69%
$54.25 - $65.27 $12.7K - $15.3K
1.36K $88K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1
- 11.11%
$63.82 - $127.89 $63.8 - $128
8 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
-12
- 0.99%
N/A
1.21K $22K
MSEX
Middlesex Water CO

Utilities
-91
- 22.52%
$48.68 - $64.93 $4.43K - $5.91K
313 $20K
DVN
Devon Energy Corp

Energy
-510
- 13.46%
$33.15 - $38.55 $16.9K - $19.7K
3.28K $122K
VOD
Vodafone Group Public LTD CO

Communication Services
-29
- 5.62%
$8.05 - $9.86 $233 - $286
487 $4K
EQNR
Equinor Asa

Energy
-12
- 5.66%
$22.37 - $26.45 $268 - $317
200 $5K
PGEN
Precigen, Inc.

Healthcare
-600
- 42.86%
$1.07 - $2.03 $642 - $1.22K
800 $1K
CLMB
Climb Global Solutions Inc Com
-59
- 55.66%
N/A
47 $0
Super Micro Computer Inc
-7.33K
- 47.22%
N/A
8.2K $0
Innovator Etfs Trust
-2
- 0.02%
N/A
11.6K $0
Innovator Etfs Trust
-1
- 0.01%
N/A
7.1K $0
LX
Lexin Fintech Holdings Ltd.

Financial Services
-500
- 50.0%
$5.65 - $11.43 $2.83K - $5.72K
500 $5K
Ferguson Enterprises Inc
-31
- 1.59%
N/A
1.92K $0
Proshares Tr
-2.6K
- 96.3%
N/A
100 $0
Matthews Asia Fds
-400
- 70.8%
N/A
165 $0
First Tr Exchng Traded Fd Vi
-2.27K
- 12.2%
N/A
16.3K $0
American Healthcare Reit Inc
-2.99K
- 20.27%
N/A
11.8K $0
First Tr Exchng Traded Fd Vi
-5.15K
- 25.1%
N/A
15.4K $0
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-15
- 13.04%
$46.83 - $56.05 $702 - $841
100 $5K
Fidelity Covington Trust
-892
- 9.71%
N/A
8.3K $0
Labcorp Holdings Inc
-98
- 15.34%
N/A
541 $0
Aim ETF Products Trust
-6.1K
- 6.81%
N/A
83.6K $0
MISL
First Tr Exchange Traded Fd In
-59
- 1.36%
N/A
4.28K $0
PSEP
Innovator U.S. Equity Power Bu
-125
- 3.07%
N/A
3.95K $0
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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