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
CB
Chubb LTD

Financial Services
-6.04K
- 73.29%
$257.71 - $301.99 $1.56M - $1.83M
2.2K $665K
HUBS
Hubspot Inc

Technology
-2.16K
- 83.19%
$571.29 - $819.71 $1.23M - $1.77M
436 $249K
CDNS
Cadence Design Systems Inc

Technology
-1.4K
- 5.71%
$233.96 - $324.52 $327K - $453K
23K $5.86M
STRL
Sterling Construction CO Inc

Industrials
-8.7K
- 98.98%
$108.65 - $200.56 $945K - $1.75M
90 $10K
VERX
Vertex, Inc.

Technology
-25.5K
- 83.51%
$31.15 - $58.95 $793K - $1.5M
5.03K $176K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-36.1K
- 35.43%
$39.18 - $43.52 $1.41M - $1.57M
65.7K $2.75M
SPOT
Spotify Technology S.A.

Communication Services
-3.01K
- 91.69%
$457.79 - $648.32 $1.38M - $1.95M
273 $150K
ITW
Illinois Tool Works Inc

Industrials
-4.98K
- 67.56%
$244.9 - $274.48 $1.22M - $1.37M
2.39K $592K
VIG
Vanguard Dividend Appreciation

ETFs
-6.99K
- 22.66%
N/A
23.8K $4.34M
SHOP
Shopify Inc.

Technology
-2.34K
- 2.75%
$90.59 - $129.31 $212K - $303K
82.9K $7.91M
CRM
Salesforce, Inc.

Technology
-686
- 4.79%
$268.36 - $359.95 $184K - $247K
13.6K $3.66M
SECT
Sector 10, Inc.

ETFs
-6.45K
- 3.19%
$50.98 - $57.8 $329K - $373K
195K $9.98M
IYW
Ishares Dj Us Tech ETF

ETFs
-245
- 0.44%
$140.44 - $166.79 $34.4K - $40.9K
55.1K $7.73M
SQ
Block, Inc.

Technology
-11.6K
- 90.11%
$54.04 - $92.95 $628K - $1.08M
1.28K $72K
TTD
Trade Desk, Inc.

Technology
-4.45K
- 36.28%
$53.59 - $126.58 $238K - $563K
7.82K $427K
LPX
Louisiana Pacific Corp

Industrials
-9.72K
- 97.47%
$89.37 - $118.15 $869K - $1.15M
252 $23K
AROC
Archrock, Inc.

Energy
-41.2K
- 74.06%
$22.72 - $30.34 $936K - $1.25M
14.4K $378K
CCL
Carnival Corp

Consumer Cyclical
-38.1K
- 83.41%
$19.08 - $28.49 $728K - $1.09M
7.59K $148K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-16.5K
- 10.54%
$59.78 - $60.03 $988K - $992K
140K $8.4M
POWL
Powell Industries Inc

Industrials
-4.3K
- 92.55%
$155.56 - $311.38 $668K - $1.34M
346 $58K
HD
Home Depot, Inc.

Consumer Cyclical
-277
- 0.72%
$347.25 - $424.87 $96.2K - $118K
38K $13.9M
CYBR
Cyber Ark Software Ltd.

Technology
-2.91K
- 61.25%
$312.8 - $414.31 $911K - $1.21M
1.84K $622K
VUG
Vanguard Growth ETF

ETFs
-362
- 1.91%
$369.1 - $427.61 $134K - $155K
18.6K $6.9M
CVX
Chevron Corp

Energy
-10.6K
- 25.4%
$146.71 - $167.97 $1.55M - $1.78M
31.1K $5.2M
NEE
Nextera Energy Inc

Utilities
-9.92K
- 6.21%
$66.96 - $76.16 $664K - $756K
150K $10.6M
MRNA
Moderna, Inc.

Healthcare
-17.8K
- 76.67%
$28.35 - $47.53 $505K - $846K
5.42K $153K
MSI
Motorola Solutions, Inc.

Technology
-1.14K
- 8.79%
$411.73 - $482.1 $467K - $547K
11.8K $5.16M
PANW
Palo Alto Networks Inc

Technology
-211
- 0.33%
$167.82 - $208.28 $35.4K - $43.9K
62.9K $10.7M
SOXX
Ishares Semiconductor ETF

ETFs
-1.37K
- 8.53%
$188.17 - $235.81 $257K - $322K
14.7K $2.76M
MRK
Merck & Co., Inc.

Healthcare
-2.9K
- 6.68%
$83.01 - $101.02 $241K - $293K
40.6K $3.64M
FISV
Fiserv Inc

Technology
-5.18K
- 12.46%
N/A
36.4K $4.55M
AMT
American Tower Corp

Real Estate
-4.25K
- 49.7%
$173.46 - $217.6 $737K - $925K
4.3K $935K
FICO
Fair Isaac Corp

Technology
-27
- 0.69%
$1695.35 - $2030.47 $45.8K - $54.8K
3.88K $7.15M
ENSG
Ensign Group, Inc

Healthcare
-4.63K
- 92.93%
$125.4 - $148.86 $580K - $688K
352 $45K
MSTR
Microstrategy Inc

Technology
-2.05K
- 15.56%
$239.27 - $396.5 $491K - $813K
11.1K $3.21M
ORCL
Oracle Corp

Technology
-675
- 3.51%
$139.81 - $186.47 $94.4K - $126K
18.5K $2.59M
FE
Firstenergy Corp

Utilities
-15.2K
- 85.9%
$37.95 - $43.5 $579K - $663K
2.5K $101K
XLY
Select Sector Spdr Consumer Di

ETFs
-325
- 1.62%
$192.6 - $233.2 $62.6K - $75.8K
19.7K $3.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.52K
- 8.39%
$222.66 - $268.42 $339K - $409K
16.6K $3.88M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.02K
- 11.65%
$183.02 - $207.75 $369K - $419K
15.3K $2.85M
HNDL
Strategy Shs

ETFs
-25.7K
- 49.61%
$20.7 - $21.8 $533K - $561K
26.1K $551K
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.5K
- 15.51%
$210.19 - $243.33 $316K - $366K
8.19K $1.73M
DHR
Danaher Corp

Healthcare
-1.92K
- 30.31%
$201.62 - $250.59 $388K - $482K
4.42K $906K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-14.6K
- 48.9%
$33.17 - $35.48 $485K - $519K
15.3K $512K
ICF
Ishares Tr

ETFs
-9K
- 26.14%
$57.98 - $63.8 $522K - $574K
25.4K $1.56M
FXI
Ishares Tr

ETFs
-18.3K
- 64.09%
$28.65 - $38.55 $524K - $705K
10.3K $367K
LMT
Lockheed Martin Corp

Industrials
-104
- 0.91%
$423.19 - $506.29 $44K - $52.7K
11.3K $5.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-19.1K
- 52.58%
$25.77 - $27.6 $491K - $526K
17.2K $457K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.23K
- 11.19%
$62.43 - $84.12 $202K - $272K
25.6K $1.67M
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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