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
XLB
Select Sector Spdr Fd Material

ETFs
-167
- 0.84%
$83.19 - $90.99 $13.9K - $15.2K
19.6K $1.69M
BRO
Brown & Brown, Inc.

Financial Services
-2
- 0.17%
$100.54 - $124.4 $201 - $249
1.14K $141K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-9
- 0.17%
$35.35 - $42.74 $318 - $385
5.17K $213K
L
Loews Corp

Financial Services
-32
- 0.68%
$81.13 - $91.91 $2.6K - $2.94K
4.64K $426K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-304
- 1.63%
$36.6 - $39.56 $11.1K - $12K
18.4K $713K
TRGP
Targa Resources Corp.

Energy
-43
- 2.17%
$178.44 - $217.22 $7.67K - $9.34K
1.94K $387K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.05K
- 3.76%
$87.68 - $94.52 $91.6K - $98.8K
26.8K $2.51M
KURE
Kraneshares Tr Msci All China

ETFs
-1
- -0.0%
$13.2 - $15.82 $13.2 - $15.8
28K $436K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.87K
- 3.54%
$58.01 - $64.46 $108K - $120K
50.8K $3.16M
IXJ
Ishares Global Healthcare ETF

ETFs
-464
- 2.55%
$86.01 - $94.19 $39.9K - $43.7K
17.7K $1.62M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.22K
- 6.46%
$56.12 - $68.15 $68.5K - $83.1K
17.7K $1.2M
ROP
Roper Technologies Inc

Industrials
-99
- 4.88%
$502.71 - $593.81 $49.8K - $58.8K
1.93K $1.14M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.98K
- 1.72%
$34.83 - $37.52 $69K - $74.4K
113K $4.11M
VEU
Vanguard Ftse All World Ex Us

ETFs
-318
- 0.75%
$56.51 - $62.98 $18K - $20K
41.8K $2.54M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.22K
- 2.59%
$106.22 - $111.09 $236K - $247K
83.8K $9.31M
WCN
Waste Connections, Inc.

Industrials
-99
- 1.37%
$169.89 - $195.19 $16.8K - $19.3K
7.12K $1.39M
SBUX
Starbucks Corp

Consumer Cyclical
-835
- 2.31%
$91.75 - $115.81 $76.6K - $96.7K
35.3K $3.46M
DFIV
Dimensional ETF Tr

ETFs
-5.48K
- 5.36%
$35.33 - $40.77 $194K - $224K
96.8K $3.81M
ALL
Allstate Corp

Financial Services
-114
- 0.76%
$180.99 - $210.18 $20.6K - $24K
14.8K $3.07M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-102
- 0.73%
$416.48 - $494.72 $42.5K - $50.5K
13.9K $6.78M
AWK
American Water Works Company, Inc.

Utilities
-200
- 1.52%
$121.01 - $149.31 $24.2K - $29.9K
12.9K $1.91M
VGSH
Vanguard

ETFs
-989
- 0.15%
$58.07 - $58.69 $57.4K - $58K
681K $40M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-571
- 0.53%
$24.11 - $28.41 $13.8K - $16.2K
107K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
-119
- 0.38%
$461.52 - $548.18 $54.9K - $65.2K
31.2K $16.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7.12K
- 2.31%
$51.39 - $57.43 $366K - $409K
301K $16.7M
XOM
Exxon Mobil Corp

Energy
-5.95K
- 4.67%
$105.44 - $118.93 $627K - $707K
121K $14.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-871
- 0.59%
$74.85 - $84.89 $65.2K - $73.9K
146K $12M
XLV
Select Sector Spdr Fund Health

ETFs
-1.19K
- 0.64%
$137.61 - $149.68 $164K - $178K
184K $26.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-21
- 0.35%
$1187.71 - $1432.58 $24.9K - $30.1K
5.91K $8.46M
MCK
Mckesson Corp

Healthcare
-384
- 2.0%
$566.21 - $672.99 $217K - $258K
18.8K $12.7M
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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