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
DWAC
Digital World Acquisition Corp.

Financial Services
-20.9K
- 84.0%
N/A
3.99K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-37
- 7.4%
N/A
463 $0
CRH.L
Crh PLC

Basic Materials
-206
- 33.66%
N/A
406 $0
Solventum Corp
-89
- 16.01%
N/A
467 $0
OVV
Ovintiv Inc.

Energy
-1
- 0.47%
$37.84 - $45.91 $37.8 - $45.9
210 $8K
AMSF
Amerisafe Inc

Financial Services
-1
- 0.14%
N/A
715 $31K
Jacobs Solutions Inc
-16
- 2.35%
N/A
665 $0
NI
Nisource Inc.

Utilities
-91
- 8.63%
$35.57 - $41.23 $3.24K - $3.75K
964 $38K
UNFI
United Natural Foods Inc

Consumer Defensive
-12
- 0.51%
$24.57 - $34.37 $295 - $412
2.33K $63K
Grayscale Ethereum Trust ETF
-28
- 0.82%
N/A
3.4K $0
Tko Group Holdings Inc
-73
- 19.26%
N/A
306 $0
Corpay Inc
-2
- 1.63%
N/A
121 $0
Lazard Inc
-50
- 3.74%
N/A
1.29K $0
LECO
Lincoln Electric Holdings Inc

Industrials
-3
- 0.98%
$180.51 - $216.81 $542 - $650
304 $57K
SPYI
Shp ETF Tr Neos S&P 500 High I
-18.4K
- 93.52%
N/A
1.27K $0
Neos ETF Trust
-168
- 16.75%
N/A
835 $0
Canadian Pacific Kansas City
-39
- 6.47%
N/A
564 $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
-8
- 0.73%
$46.82 - $47.8 $375 - $382
1.09K $51K
Metagenomi Inc
-67.3K
- 91.2%
N/A
6.5K $0
Brookfield Infrastructure CO
-47
- 16.15%
N/A
244 $0
Kenvue Inc
-174
- 3.9%
N/A
4.28K $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-117
- 10.61%
$12.89 - $15.19 $1.51K - $1.78K
986 $14K
Smurfit Westrock PLC
-7
- 1.05%
N/A
662 $0
Brookfield Corp
-12
- 0.59%
N/A
2.01K $0
Intuitive Machines Inc
-10.6K
- 41.17%
N/A
15.2K $0
Aptiv PLC
-418
- 55.66%
N/A
333 $0
ORI
Old Republic International Corp

Financial Services
-22
- 9.69%
$33.46 - $39.22 $736 - $863
205 $8K
Natwest Group PLC
-995
- 58.84%
N/A
696 $0
Gsk PLC
-40
- 1.77%
N/A
2.22K $0
Amentum Holdings Inc
-52
- 5.0%
N/A
987 $0
Wk Kellogg CO
-1.48K
- 47.54%
N/A
1.63K $0
SSP
E.W. Scripps CO

Communication Services
-755
- 20.38%
$1.41 - $3.36 $1.06K - $2.54K
2.95K $8K
WTW
Willis Towers Watson PLC

Financial Services
-7
- 7.22%
$306.61 - $340.78 $2.15K - $2.39K
90 $30K
First Tr Exchng Traded Fd Vi
-3.57K
- 61.46%
N/A
2.24K $0
RS
Reliance Steel & Aluminum CO

Basic Materials
-3
- 6.0%
$266.61 - $302.66 $800 - $908
47 $13K
Cooper Cos Inc
-75
- 30.36%
N/A
172 $0
Ishares Tr
-200
- 24.24%
N/A
625 $0
HRB
H&R Block Inc

Consumer Cyclical
-4
- 0.75%
$49.96 - $55.97 $200 - $224
528 $28K
SENS
Senseonics Holdings, Inc.

Healthcare
-19
- 1.24%
$0.43 - $1.31 $8.17 - $24.9
1.52K $1K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-20
- 1.61%
$39.65 - $43.35 $793 - $867
1.23K $51K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-567
- 4.5%
$61.2 - $68.24 $34.7K - $38.7K
12K $793K
STE
Steris PLC

Healthcare
-6
- 4.35%
$202.46 - $232.74 $1.21K - $1.4K
132 $29K
RELX
Relx PLC

Communication Services
-50
- 6.12%
$45.34 - $51.91 $2.27K - $2.6K
767 $38K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-10
- 7.25%
$111.19 - $129.47 $1.11K - $1.29K
128 $16K
DOX
Amdocs LTD

Technology
-11
- 3.21%
$82.21 - $92.02 $904 - $1.01K
332 $30K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-505
- 14.21%
$9.19 - $12.93 $4.64K - $6.53K
3.05K $34K
EXPD
Expeditors International Of Washington Inc

Industrials
-2
- 1.72%
$109.09 - $126.48 $218 - $253
114 $13K
LYG
Lloyds Banking Group PLC

Financial Services
-60
- 6.98%
$2.58 - $3.9 $155 - $234
800 $3K
PAGS
Pag Seguro Digital Ltd.

Technology
-50
- 8.01%
$6.27 - $8.52 $314 - $426
574 $4K
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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