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
VPU
Vanguard Utilities ETF

ETFs
-88
- 1.71%
$175.25 - $189.41 $15.4K - $16.7K
5.05K $955K
AXP
American Express CO

Financial Services
-96
- 1.57%
$294.27 - $342.31 $28.2K - $32.9K
6.02K $2M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-49
- 0.81%
$100.63 - $112.27 $4.93K - $5.5K
6K $663K
UBS
Ubs Group Ag

Financial Services
-1.09K
- 8.08%
$33.77 - $42.38 $36.6K - $46K
12.3K $505K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-804
- 1.55%
$42.21 - $43.91 $33.9K - $35.3K
51.2K $2.25M
RBLX
Roblox Corp

Communication Services
-228
- 8.91%
$100.65 - $141.56 $22.9K - $32.3K
2.33K $322K
IWC
Russell Micro Cap ETF

ETFs
-138
- 4.01%
$127.86 - $151.39 $17.6K - $20.9K
3.3K $491K
XEL
Xcel Energy Inc

Utilities
-189
- 3.38%
$67.56 - $80.65 $12.8K - $15.2K
5.4K $435K
LHX
L3 Harris Technologies, Inc.

Industrials
-232
- 9.94%
$252.18 - $305.41 $58.5K - $70.9K
2.1K $641K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-240
- 3.19%
$236.25 - $257.69 $56.7K - $61.8K
7.28K $1.87M
VB
Vanguard Small Cap ETF

ETFs
-124
- 2.23%
$237.58 - $259.17 $29.5K - $32.1K
5.44K $1.38M
OPEN
Opendoor Technologies Inc.

Real Estate
-57
- 0.57%
$0.56 - $10.52 $31.9 - $600
10K $79K
IXN
Ishares Global Information Tec

ETFs
-8
- 0.11%
$91.28 - $103.32 $730 - $827
7.6K $783K
SLV
I Shares Silver Trust

ETFs
-1.12K
- 8.26%
$32.73 - $42.5 $36.7K - $47.7K
12.5K $527K
EMB
Ishares Tr

ETFs
-2.57K
- 2.01%
$91.52 - $95.59 $235K - $246K
125K $11.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-475
- 1.75%
$91.28 - $97.59 $43.4K - $46.4K
26.7K $2.56M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-363
- 0.81%
$41.13 - $44.7 $14.9K - $16.2K
44.6K $1.99M
VBR
Vanguard Small Cap Value ETF

ETFs
-444
- 3.17%
$195.41 - $212.37 $86.8K - $94.3K
13.5K $2.83M
MS
Morgan Stanley

Financial Services
-368
- 4.2%
$139.09 - $161.16 $51.2K - $59.3K
8.39K $1.33M
JOBY
Joby Aviation, Inc.

Industrials
-384
- 2.03%
$9.81 - $20.39 $3.77K - $7.83K
18.6K $299K
CCJ
Cameco Corp

Energy
-6
- 0.06%
$70.47 - $86.89 $423 - $521
10.5K $879K
SOXX
Ishares Semiconductor ETF

ETFs
-770
- 7.72%
$236.93 - $271.12 $182K - $209K
9.2K $2.49M
ACM
Aecom

Industrials
-15
- 0.23%
$111.08 - $132.99 $1.67K - $1.99K
6.61K $862K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-6.44K
- 16.48%
$173.23 - $213.34 $1.11M - $1.37M
32.6K $6.91M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-241
- 3.2%
$195.29 - $223.85 $47.1K - $53.9K
7.3K $1.62M
PSIX
Power Solutions International, Inc.

Industrials
-186
- 4.12%
$63.95 - $115.78 $11.9K - $21.5K
4.33K $427K
LMT
Lockheed Martin Corp

Industrials
-72
- 1.38%
$410.74 - $499.21 $29.6K - $35.9K
5.16K $2.57M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-945
- 1.76%
$94.17 - $99.95 $89K - $94.5K
52.7K $5.27M
ACMR
Acm Research, Inc.

Technology
-853
- 4.89%
$23.92 - $39.13 $20.4K - $33.4K
16.6K $648K
CGGR
Capital Group Growth ETF Shs C

ETFs
-545
- 0.79%
$40.2 - $44.58 $21.9K - $24.3K
68.6K $3.01M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-30
- 0.24%
$83.08 - $100.2 $2.49K - $3.01K
12.4K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.15K
- 4.35%
$108.46 - $120.63 $233K - $259K
47.3K $5.62M
DFIV
Dimensional ETF Tr

ETFs
-2.22K
- 2.29%
$42.66 - $46.53 $94.7K - $103K
94.6K $4.36M
VOE
Vanguard Mid Cap Value Index F

ETFs
-367
- 1.25%
$164.63 - $174.58 $60.4K - $64.1K
29K $5.06M
UEC
Uranium Energy Corp

Energy
-3K
- 6.92%
$5.92 - $13.89 $17.8K - $41.7K
40.3K $537K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.93K
- 2.09%
$87.29 - $93.61 $256K - $275K
138K $12.8M
JNJ
Johnson & Johnson

Healthcare
-1.19K
- 7.55%
$155.17 - $185.42 $185K - $221K
14.6K $2.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-9.41K
- 4.03%
$60.01 - $65.01 $564K - $611K
224K $14.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.27K
- 2.43%
$182.33 - $194.5 $231K - $246K
50.7K $9.87M
ABBV
Abb Vie Inc.

Healthcare
-642
- 5.44%
$184.85 - $231.54 $119K - $149K
11.1K $2.58M
OHI
Omega Healthcare Investors Inc

Real Estate
-455
- 0.61%
$36.29 - $43.34 $16.5K - $19.7K
74.4K $3.14M
VTI
Vanguard Total Stock Market Et

ETFs
-212
- 1.0%
$303.93 - $329.86 $64.4K - $69.9K
20.9K $6.86M
VUG
Vanguard Growth ETF

ETFs
-698
- 3.7%
$433.97 - $484.08 $303K - $338K
18.2K $8.71M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-148
- 0.71%
$339.37 - $366.46 $50.2K - $54.2K
20.8K $7.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.06K
- 0.8%
$63.41 - $69.69 $67.3K - $73.9K
132K $9.04M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-9.79K
- 6.33%
$148.97 - $165.88 $1.46M - $1.62M
145K $23.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.19K
- 1.0%
$41.91 - $44.87 $134K - $143K
315K $14.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.29K
- 0.75%
$53.36 - $59.69 $68.7K - $76.9K
171K $9.94M
VTV
Vanguard Value ETF

ETFs
-2.03K
- 1.7%
$175.51 - $186.57 $356K - $378K
117K $21.9M
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email