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
BBUC
Brookfield Business Corp

Financial Services
-150
- 5.11%
$28.72 - $36.28 $4.31K - $5.44K
2.79K $93K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-29
- 4.94%
$20.98 - $26.94 $608 - $781
558 $13K
OXY
Occidental Petroleum Corp

Energy
-223
- 8.99%
$42.54 - $48.1 $9.49K - $10.7K
2.26K $106K
AEE
Ameren Corp

Utilities
-2
- 0.74%
$95.0 - $104.38 $190 - $209
267 $27K
PEGA
Pegasystems Inc

Technology
-6
- 1.06%
$49.75 - $60.39 $299 - $362
559 $32K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-511
- 2.51%
$16.17 - $16.94 $8.26K - $8.66K
19.9K $335K
TDS
Telephone & Data Systems Inc

Communication Services
-52
- 3.83%
$35.43 - $40.72 $1.84K - $2.12K
1.3K $51K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-3
- 1.21%
$90.21 - $107.72 $271 - $323
244 $26K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1
- 0.05%
$27.61 - $29.15 $27.6 - $29.2
1.83K $53K
XYL
Xylem Inc.

Industrials
-1
- 0.55%
$129.67 - $147.5 $130 - $148
182 $26K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-427
- 2.87%
$30.87 - $32.18 $13.2K - $13.7K
14.4K $464K
CRL
Charles River Laboratories International, Inc.

Healthcare
-3
- 0.33%
$145.57 - $178.99 $437 - $537
913 $142K
SNA
Snap On Inc

Industrials
-1
- 0.7%
$313.01 - $346.53 $313 - $347
141 $48K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-100
- 5.6%
$82.81 - $93.09 $8.28K - $9.31K
1.69K $155K
IEV
Ishares Tr Europe ETF

ETFs
-77
- 1.88%
$61.37 - $65.49 $4.73K - $5.04K
4.03K $263K
CFG
Citizens Financial Group Inc

Financial Services
-47
- 6.39%
$46.1 - $53.65 $2.17K - $2.52K
689 $36K
WEC
Wec Energy Group, Inc.

Utilities
-2
- 0.47%
$103.66 - $114.59 $207 - $229
423 $48K
VTR
Ventas, Inc.

Real Estate
-79
- 5.91%
$62.76 - $69.99 $4.96K - $5.53K
1.26K $88K
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 0.83%
$210.08 - $279.1 $210 - $279
120 $31K
ELAN
Elanco Animal Health Inc

Healthcare
-2.25K
- 26.16%
$13.68 - $20.14 $30.8K - $45.3K
6.35K $127K
NXE
Nex Gen Energy Ltd.

Energy
-300
- 7.66%
$6.43 - $9.1 $1.93K - $2.73K
3.62K $32K
L
Loews Corp

Financial Services
-32
- 3.12%
$89.82 - $100.39 $2.87K - $3.21K
994 $99K
CVE
Cenovus Energy Inc.

Energy
-240
- 9.45%
$13.87 - $17.81 $3.33K - $4.27K
2.3K $39K
CSX
Csx Corp

Industrials
-111
- 3.34%
$32.05 - $36.52 $3.56K - $4.05K
3.21K $113K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-9
- 6.0%
$171.01 - $228.24 $1.54K - $2.05K
141 $30K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-15
- 0.5%
$49.55 - $52.25 $743 - $784
2.98K $155K
BBY
Best Buy CO Inc

Consumer Cyclical
-2
- 0.29%
$64.12 - $78.46 $128 - $157
682 $51K
JHMM
John Hancock Multifactor Mid C

ETFs
-30
- 1.26%
$61.22 - $65.26 $1.84K - $1.96K
2.35K $151K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-39
- 4.21%
$208.95 - $229.72 $8.15K - $8.96K
887 $203K
IYH
Ishares Tr

ETFs
-91
- 1.81%
$54.36 - $58.96 $4.95K - $5.37K
4.93K $289K
FTA
First Tr Large Cap Value

ETFs
-23
- 1.42%
$78.13 - $83.78 $1.8K - $1.93K
1.6K $133K
FEMS
First Trust Emerging Markets S

ETFs
-177
- 4.28%
$40.83 - $44.87 $7.23K - $7.94K
3.96K $174K
LNT
Alliant Energy Corp

Utilities
-3
- 0.29%
$60.76 - $67.41 $182 - $202
1.03K $69K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-175
- 5.39%
$121.46 - $130.92 $21.3K - $22.9K
3.07K $400K
TLRY
Tilray Brands, Inc.

Healthcare
-8
- 0.17%
$0.42 - $1.85 $3.36 - $14.8
4.77K $8K
ALB
Albemarle Corp

Basic Materials
-6
- 1.33%
$62.9 - $88.1 $377 - $529
444 $35K
TER
Teradyne, Inc

Technology
-2
- 1.5%
$90.15 - $137.64 $180 - $275
131 $18K
FXI
Ishares Tr

ETFs
-203
- 5.62%
$36.18 - $41.62 $7.34K - $8.45K
3.41K $140K
ALLE
Allegion PLC

Industrials
-1
- 0.43%
$145.55 - $179.33 $146 - $179
234 $41K
BLD
Top Build Corp

Industrials
-30
- 10.56%
$343.19 - $443.31 $10.3K - $13.3K
254 $99K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1
- 0.02%
$43.95 - $45.8 $44 - $45.8
5.11K $234K
ICLN
Ishares

ETFs
-345
- 5.6%
$13.22 - $15.48 $4.56K - $5.34K
5.81K $89K
QJUN
First Tr ETF
-244
- 2.23%
$29.51 - $31.11 $7.2K - $7.59K
10.7K $332K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-161
- 3.39%
$122.57 - $132.57 $19.7K - $21.3K
4.59K $595K
STNG
Scorpio Tankers Inc.

Energy
-62
- 8.18%
$39.9 - $60.85 $2.47K - $3.77K
696 $39K
INOD
Innodata Inc

Technology
-78
- 10.54%
$36.68 - $75.94 $2.86K - $5.92K
662 $47K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-3
- 0.75%
$113.78 - $148.0 $341 - $444
399 $55K
TPR
Tapestry, Inc.

Consumer Cyclical
-6
- 1.25%
$86.48 - $116.14 $519 - $697
475 $53K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-99
- 4.09%
$107.15 - $118.05 $10.6K - $11.7K
2.32K $273K
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
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