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
JBGS
Jbg Smith Properties

Real Estate
-72
- 1.82%
$14.0 - $16.11 $1.01K - $1.16K
3.87K $62K
SONY
Sony Group Corp

Technology
-870
- 15.14%
$19.88 - $25.64 $17.3K - $22.3K
4.88K $123K
PFG
Principal Financial Group Inc

Financial Services
-9
- 2.25%
$76.34 - $89.04 $687 - $801
391 $32K
JKHY
Henry Jack & Associates Inc

Technology
-8
- 1.78%
$166.47 - $191.28 $1.33K - $1.53K
441 $80K
PUK
Prudential PLC

Financial Services
-16
- 4.64%
$14.54 - $21.92 $233 - $351
329 $7K
SSNC
Ss&C Technologies Holdings Inc

Technology
-21
- 4.53%
$74.75 - $89.13 $1.57K - $1.87K
443 $37K
IEV
Ishares Tr Europe ETF

ETFs
-22
- 3.14%
$51.89 - $60.68 $1.14K - $1.33K
679 $39K
RIO
Rio Tinto PLC

Basic Materials
-87
- 1.34%
$58.19 - $64.29 $5.06K - $5.59K
6.42K $385K
CCK
Crown Holdings Inc

Consumer Cyclical
-36
- 3.63%
$78.77 - $91.74 $2.84K - $3.3K
956 $85K
EVRG
Evergy, Inc.

Utilities
-63
- 5.87%
$59.9 - $69.52 $3.77K - $4.38K
1.01K $69K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-376
- 5.94%
$12.61 - $14.92 $4.74K - $5.61K
5.96K $85K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-27
- 0.42%
$44.68 - $46.49 $1.21K - $1.26K
6.48K $299K
LNT
Alliant Energy Corp

Utilities
-5
- 0.48%
$56.66 - $66.04 $283 - $330
1.03K $66K
NGG
National Grid PLC

Utilities
-13
- 1.3%
$56.13 - $65.61 $730 - $853
989 $64K
SAN
Banco Santander, S.A.

Financial Services
-79
- 2.91%
$4.46 - $7.14 $352 - $564
2.63K $17K
FIVA
Fidelity Covington Tr

ETFs
-363
- 5.52%
$23.99 - $28.04 $8.71K - $10.2K
6.21K $165K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-318
- 1.91%
$114.57 - $118.14 $36.4K - $37.6K
16.3K $1.93M
IYH
Ishares Tr

ETFs
-184
- 2.85%
$58.32 - $62.76 $10.7K - $11.5K
6.28K $382K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-1
- 0.49%
$233.07 - $290.7 $233 - $291
204 $55K
OTIS
Otis Worldwide Corp

Industrials
-68
- 5.23%
$90.77 - $104.01 $6.17K - $7.07K
1.23K $127K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-2.88K
- 5.93%
$38.54 - $41.5 $111K - $120K
45.7K $1.86M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-206
- 1.66%
$25.69 - $26.89 $5.29K - $5.54K
12.2K $329K
IXG
Ishares Global Fin'L ETF

ETFs
-107
- 3.79%
$94.45 - $105.01 $10.1K - $11.2K
2.72K $279K
ROL
Rollins Inc

Consumer Cyclical
-57
- 3.8%
$45.65 - $54.03 $2.6K - $3.08K
1.44K $78K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-14
- 0.34%
$97.38 - $104.52 $1.36K - $1.46K
4.1K $418K
ETR
Entergy Corp

Utilities
-46
- 3.23%
$75.26 - $87.89 $3.46K - $4.04K
1.38K $117K
ICE
Intercontinental Exchange, Inc.

Financial Services
-37
- 5.13%
$142.8 - $176.36 $5.28K - $6.53K
684 $117K
FEMB
First Tr ETF Emerging Markets

ETFs
-4
- 0.03%
$25.88 - $27.49 $104 - $110
12K $321K
KMI
Kinder Morgan, Inc.

Energy
-80
- 0.66%
$26.1 - $31.22 $2.09K - $2.5K
12K $341K
SNY
Sanofi

Healthcare
-43
- 2.2%
$48.15 - $59.42 $2.07K - $2.56K
1.91K $105K
LGOV
First Tr ETF Iv Long Duration

ETFs
-260
- 0.99%
$20.41 - $21.7 $5.31K - $5.64K
26K $558K
WELL
Welltower Inc.

Real Estate
-7
- 1.46%
$124.05 - $156.86 $868 - $1.1K
474 $72K
VLO
Valero Energy Corp

Energy
-61
- 2.88%
$121.76 - $142.99 $7.43K - $8.72K
2.06K $271K
NORW
Global X Msci Norway ETF

ETFs
-1
- 0.03%
$23.77 - $27.57 $23.8 - $27.6
3.56K $96K
AON
Aon PLC

Financial Services
-8
- 1.88%
$348.44 - $409.32 $2.79K - $3.27K
417 $166K
SAP
Sap Se

Technology
-87
- 5.19%
$241.4 - $293.69 $21K - $25.6K
1.59K $426K
CHD
Church & Dwight CO Inc

Consumer Defensive
-178
- 2.73%
$101.42 - $113.2 $18.1K - $20.1K
6.34K $697K
IXC
Ishares Tr Global Energy ETF

ETFs
-84
- 1.76%
$38.48 - $42.16 $3.23K - $3.54K
4.69K $197K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-210
- 1.89%
$65.44 - $70.64 $13.7K - $14.8K
10.9K $746K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-89
- 0.33%
$77.7 - $78.94 $6.92K - $7.03K
26.9K $2.13M
IYE
Ishares Tr

ETFs
-46
- 0.83%
$45.23 - $49.95 $2.08K - $2.3K
5.48K $270K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-132
- 1.85%
$26.71 - $31.58 $3.53K - $4.17K
7.01K $212K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-40
- 0.63%
$64.47 - $70.13 $2.58K - $2.81K
6.3K $427K
AEE
Ameren Corp

Utilities
-409
- 7.72%
$86.87 - $103.67 $35.5K - $42.4K
4.89K $491K
CTVA
Corteva, Inc.

Basic Materials
-408
- 5.39%
$55.94 - $66.15 $22.8K - $27K
7.16K $450K
ENB
Enbridge Inc

Energy
-175
- 1.2%
$41.54 - $45.45 $7.27K - $7.95K
14.4K $638K
VHT
Vanguard Health Care ETF

ETFs
-79
- 2.06%
$254.06 - $273.83 $20.1K - $21.6K
3.75K $993K
ITA
Ishares Tr

ETFs
-918
- 4.4%
$144.84 - $159.5 $133K - $146K
19.9K $3.05M
IHE
Ishares Tr

ETFs
-3
- 0.07%
$65.36 - $72.85 $196 - $219
4.57K $322K
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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