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
First Tr Exchng Traded Fd Vi
-3.41K
- 33.32%
N/A
6.82K $0
First Tr Exchng Traded Fd Vi
-1.95K
- 25.55%
N/A
5.68K $0
ATO
Atmos Energy Corp

Utilities
-1
- 2.56%
$136.51 - $154.58 $137 - $155
38 $5K
First Tr Exchng Traded Fd Vi
-650
- 10.29%
N/A
5.67K $0
CNHI
Cnh Industrial N.V.

Industrials
-13
- 2.28%
N/A
556 $5K
CHX
Champion X Corp

Energy
-15
- 6.15%
$27.3 - $31.27 $410 - $469
229 $6K
Six Flags Entertainment Corp
-233
- 55.34%
N/A
188 $0
Trust For Professional Manag
-311
- 3.31%
N/A
9.09K $0
Aim ETF Products Trust
-10K
- 56.6%
N/A
7.67K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-603
- 11.11%
N/A
4.83K $0
Aim ETF Products Trust
-5.02K
- 27.15%
N/A
13.5K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-7.54K
- 18.24%
N/A
33.8K $0
HEZU
Ishares Currency Hedged Msci E

ETFs
-6
- 12.0%
$35.85 - $40.72 $215 - $244
44 $1K
Fidelity Ethereum Fd
-190
- 70.37%
N/A
80 $0
NXST
Nexstar Media Group, Inc.

Communication Services
-1
- 12.5%
$146.34 - $182.75 $146 - $183
7 $1K
CNM
Core & Main, Inc.

Industrials
-9
- 26.47%
$46.27 - $57.26 $416 - $515
25 $1K
Trust For Professional Manag
-3.63K
- 3.4%
N/A
103K $0
CVBF
Cvb Financial Corp

Financial Services
-14
- 18.18%
$18.42 - $21.2 $258 - $297
63 $1K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-1
- 3.33%
$38.51 - $45.32 $38.5 - $45.3
29 $1K
Graniteshares ETF Tr
-1.14K
- 97.44%
N/A
30 $0
Fidelity Wise Origin Bitcoin
-1.94K
- 3.53%
N/A
53K $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-21
- 1.21%
$0.6 - $1.22 $12.6 - $25.6
1.71K $1K
Trust For Professional Manag
-6.66K
- 3.54%
N/A
182K $0
Linde PLC
-2.3K
- 12.24%
N/A
16.5K $0
Arista Networks Inc
-9.4K
- 6.93%
N/A
126K $0
TGNA
Tegna Inc

Communication Services
-2
- 6.45%
$16.63 - $18.95 $33.3 - $37.9
29 $0
Rbb Fd Inc
-1.67K
- 6.51%
N/A
24K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-2
- 4.17%
N/A
46 $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-6.17K
- 14.69%
N/A
35.8K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-5.2K
- 29.5%
N/A
12.4K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-6.74K
- 35.14%
N/A
12.4K $0
First Tr Exchng Traded Fd Vi
-7.03K
- 34.05%
N/A
13.6K $0
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-58
- 19.66%
$11.66 - $14.98 $676 - $869
237 $3K
Rb Global Inc
-12
- 27.27%
N/A
32 $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-3.96K
- 17.74%
N/A
18.4K $0
Grayscale Bitcoin Mini Tr Et
-394
- 1.78%
N/A
21.7K $0
Atlassian Corporation
-12
- 48.0%
N/A
13 $0
Aim ETF Products Trust
-7.55K
- 21.9%
N/A
26.9K $0
Aim ETF Products Trust
-6.05K
- 16.57%
N/A
30.5K $0
USEP
Innovator U.S. Equity Ultra Bu
-5.12K
- 15.88%
N/A
27.1K $0
ERIC
Ericsson Lm Telephone CO

Technology
-32
- 8.94%
$7.47 - $8.9 $239 - $285
326 $2K
NVBW
Aim ETF Prods Tr Allianzim U S
-3.93K
- 10.53%
N/A
33.4K $0
PNOV
Innovator U.S. Equity Power Bu
-4
- 0.01%
N/A
28.8K $0
OSK
Oshkosh Corp

Industrials
-2
- 7.41%
$89.56 - $116.4 $179 - $233
25 $2K
ING
Ing Groep Nv

Financial Services
-76
- 22.16%
$15.51 - $20.74 $1.18K - $1.58K
267 $5K
Masterbrand Inc
-9
- 0.99%
N/A
901 $0
SAIC
Science Applications International Corp

Technology
-2
- 0.59%
$95.77 - $119.82 $192 - $240
335 $37K
HEIA
Heico Crp Cl A
-8
- 2.4%
N/A
325 $0
MIDD
Middleby Corp

Industrials
-11
- 11.83%
$133.93 - $172.89 $1.47K - $1.9K
82 $12K
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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