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
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-41
- 2.86%
$35.24 - $44.04 $1.44K - $1.81K
1.39K $60K
CG
Carlyle Group Inc.

Financial Services
-811
- 14.85%
$52.82 - $69.35 $42.8K - $56.2K
4.65K $291K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-467
- 0.47%
$49.78 - $50.75 $23.2K - $23.7K
99.4K $5.03M
BDX
Becton Dickinson & CO

Healthcare
-1
- 0.12%
$172.41 - $199.66 $172 - $200
817 $152K
AVDE
American Centy ETF Tr Avantis

ETFs
-175
- 3.18%
$73.24 - $79.04 $12.8K - $13.8K
5.32K $419K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-730
- 1.54%
$48.5 - $50.19 $35.4K - $36.6K
46.6K $2.33M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-300
- 1.94%
$69.62 - $73.99 $20.9K - $22.2K
15.1K $1.09M
JBGS
Jbg Smith Properties

Real Estate
-186
- 5.19%
$16.91 - $24.23 $3.15K - $4.51K
3.4K $75K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-116
- 2.65%
$98.56 - $110.68 $11.4K - $12.8K
4.26K $467K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-66
- 0.93%
$32.53 - $35.69 $2.15K - $2.36K
6.99K $248K
MP
Mp Materials Corp.

Basic Materials
-266
- 26.34%
$30.03 - $77.13 $7.99K - $20.5K
744 $49K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-74
- 1.43%
$62.54 - $68.42 $4.63K - $5.06K
5.11K $344K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-141
- 1.03%
$37.99 - $39.69 $5.36K - $5.6K
13.6K $538K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-261
- 1.04%
$37.73 - $38.9 $9.85K - $10.2K
24.8K $966K
BOTZ
Global X Fds

ETFs
-630
- 4.29%
$32.14 - $35.96 $20.2K - $22.7K
14.1K $497K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7.89K
- 36.93%
$10.78 - $19.82 $85.1K - $156K
13.5K $263K
REZI
Resideo Technologies, Inc.

Industrials
-10
- 1.08%
$23.08 - $43.18 $231 - $432
918 $39K
IEF
Ishares Barclays

ETFs
-541
- 0.52%
$93.91 - $97.26 $50.8K - $52.6K
104K $9.99M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.86K
- 2.55%
$26.38 - $27.95 $128K - $136K
186K $5.07M
NUE
Nucor Corp

Basic Materials
-19
- 0.47%
$133.3 - $150.33 $2.53K - $2.86K
4.05K $548K
AZN
Astrazeneca PLC

Healthcare
-268
- 4.3%
$68.72 - $82.11 $18.4K - $22K
5.96K $457K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-300
- 1.48%
$31.79 - $33.42 $9.54K - $10K
19.9K $665K
ENB
Enbridge Inc

Energy
-354
- 4.44%
$43.79 - $50.46 $15.5K - $17.9K
7.62K $384K
CVS
Cvs Health Corp

Healthcare
-334
- 4.31%
$58.75 - $76.5 $19.6K - $25.6K
7.41K $558K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.27K
- 3.63%
$48.97 - $51.59 $62.1K - $65.4K
33.6K $1.73M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-84
- 0.52%
$42.35 - $44.2 $3.56K - $3.71K
16.1K $709K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-153
- 1.1%
$35.76 - $37.93 $5.47K - $5.8K
13.8K $521K
EME
Emcor Group, Inc.

Industrials
-18
- 5.45%
$530.88 - $655.83 $9.56K - $11.8K
312 $202K
SU
Suncor Energy Inc

Energy
-318
- 3.45%
$37.83 - $43.02 $12K - $13.7K
8.9K $372K
FITB
Fifth Third Bancorp

Financial Services
-84
- 0.93%
$40.91 - $46.28 $3.44K - $3.89K
8.93K $397K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-80
- 0.45%
$0.98 - $2.84 $78.4 - $227
17.8K $47K
CMI
Cummins Inc

Industrials
-54
- 9.64%
$327.85 - $426.39 $17.7K - $23K
506 $213K
USD
Proshares Ultra Semiconductors

ETFs
-330
- 12.94%
$70.42 - $99.02 $23.2K - $32.7K
2.22K $219K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-55
- 0.77%
$40.68 - $46.33 $2.24K - $2.55K
7.1K $322K
LYV
Live Nation Entertainment, Inc.

Communication Services
-183
- 3.67%
$143.56 - $174.06 $26.3K - $31.9K
4.81K $785K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-90
- 0.41%
$36.83 - $38.43 $3.31K - $3.46K
21.7K $832K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.84K
- 4.89%
$52.12 - $55.33 $305K - $323K
114K $6.29M
NSC
Norfolk Southern Corp

Industrials
-93
- 6.35%
$259.49 - $300.41 $24.1K - $27.9K
1.37K $411K
BAC
Bank Of America Corp

Financial Services
-3.52K
- 6.85%
$44.92 - $52.42 $158K - $185K
47.9K $2.47M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.4K
- 3.68%
$92.26 - $97.51 $129K - $136K
36.6K $3.53M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-200
- 7.69%
$113.83 - $154.45 $22.8K - $30.9K
2.4K $370K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-711
- 1.15%
$35.56 - $36.69 $25.3K - $26.1K
61.3K $2.25M
APLD
Applied Blockchain, Inc.

Financial Services
-960
- 19.92%
$9.18 - $24.67 $8.81K - $23.7K
3.86K $88K
CYBR
Cyber Ark Software Ltd.

Technology
-215
- 11.31%
$374.8 - $491.1 $80.6K - $106K
1.69K $814K
VMC
Vulcan Materials CO

Basic Materials
-5
- 0.56%
$260.62 - $307.62 $1.3K - $1.54K
894 $275K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-61
- 0.37%
$50.19 - $53.05 $3.06K - $3.24K
16.4K $870K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
- 0.18%
$473.44 - $553.71 $473 - $554
553 $302K
ROBO
Robo Global Robotics And Autom

ETFs
-110
- 1.19%
$59.49 - $67.23 $6.54K - $7.4K
9.17K $600K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-185
- 0.57%
$42.18 - $43.86 $7.8K - $8.11K
32.3K $1.42M
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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