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
ITA
Ishares Tr

ETFs
-3.09K
- 16.78%
$184.73 - $209.26 $570K - $646K
15.3K $3.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-10K
- 17.11%
$30.67 - $32.13 $307K - $322K
48.5K $1.53M
NORW
Global X Msci Norway ETF

ETFs
-8.91K
- 71.49%
$28.46 - $30.74 $254K - $274K
3.56K $107K
MRNA
Moderna, Inc.

Healthcare
-9.2K
- 95.47%
$23.51 - $34.67 $216K - $319K
437 $11K
VZ
Verizon Communications Inc

Communication Services
-6.12K
- 16.25%
$40.84 - $45.06 $250K - $276K
31.5K $1.39M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-3.44K
- 91.98%
$71.0 - $90.32 $244K - $311K
300 $23K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-4.97K
- 46.75%
$50.7 - $54.86 $252K - $273K
5.66K $309K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-3.62K
- 51.73%
$68.95 - $75.02 $249K - $271K
3.37K $252K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.5K
- 79.16%
$49.09 - $50.58 $221K - $228K
1.19K $59K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-6.02K
- 82.12%
$43.07 - $91.37 $259K - $550K
1.31K $119K
IOT
Samsara Inc.

Technology
-5.33K
- 75.24%
$32.22 - $42.09 $172K - $224K
1.75K $65K
CI
Cigna Corp

Healthcare
-281
- 8.86%
$262.23 - $334.39 $73.7K - $94K
2.89K $833K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.84K
- 34.28%
$43.36 - $44.8 $210K - $217K
9.28K $412K
CARR
Carrier Global Corp

Industrials
-1.71K
- 23.75%
$58.75 - $80.73 $100K - $138K
5.48K $327K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-6.81K
- 13.47%
$34.91 - $35.87 $238K - $244K
43.7K $1.57M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.76K
- 79.5%
$46.51 - $50.07 $175K - $188K
970 $45K
COIN
Coinbase Global, Inc.

Technology
-323
- 6.09%
$297.99 - $419.78 $96.3K - $136K
4.98K $1.68M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.49K
- 24.87%
$59.29 - $62.87 $148K - $157K
7.53K $452K
FDN
First Tr Fd Dow Jones

ETFs
-693
- 35.94%
$264.06 - $287.34 $183K - $199K
1.24K $345K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-7.22K
- 37.59%
$23.54 - $23.97 $170K - $173K
12K $286K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-3.89K
- 56.36%
$45.06 - $46.5 $175K - $181K
3.01K $139K
FTCS
First Trust Capital Strength E

ETFs
-2.02K
- 23.81%
$89.72 - $93.74 $181K - $189K
6.45K $603K
SECT
Sector 10, Inc.

ETFs
-12.6K
- 9.89%
$57.95 - $63.16 $732K - $798K
115K $7.26M
MBB
Ishares Tr

ETFs
-1.91K
- 13.13%
$92.46 - $95.73 $177K - $183K
12.7K $1.2M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-7.75K
- 8.76%
$39.58 - $42.08 $307K - $326K
80.8K $3.34M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-5.62K
- 12.89%
$44.4 - $46.72 $249K - $262K
38K $1.77M
T
At&T Inc.

Communication Services
-4.37K
- 10.58%
$26.94 - $29.62 $118K - $130K
37K $1.04M
UNP
Union Pacific Corp

Industrials
-744
- 18.24%
$214.91 - $237.16 $160K - $176K
3.34K $788K
OKE
Oneok Inc

Energy
-572
- 4.61%
$71.36 - $83.47 $40.8K - $47.7K
11.8K $863K
ZTS
Zoetis Inc.

Healthcare
-643
- 11.35%
$141.13 - $159.19 $90.7K - $102K
5.02K $734K
VOX
Vanguard Communication Service

ETFs
-1.22K
- 24.73%
$169.0 - $192.17 $206K - $235K
3.72K $697K
SHAK
Shake Shack Inc.

Consumer Cyclical
-250
- 9.62%
$92.4 - $142.03 $23.1K - $35.5K
2.35K $219K
ARCC
Ares Capital Corp

Financial Services
-1.92K
- 3.01%
$20.41 - $23.25 $39.2K - $44.7K
61.8K $1.26M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-8.99K
- 92.56%
$14.8 - $15.15 $133K - $136K
722 $10K
MRK
Merck & Co., Inc.

Healthcare
-3.02K
- 12.04%
$77.6 - $87.37 $234K - $264K
22K $1.85M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.64K
- 35.52%
$35.34 - $47.21 $93.1K - $124K
4.78K $187K
CL
Colgate Palmolive CO

Consumer Defensive
-1.12K
- 29.16%
$79.36 - $93.33 $89.2K - $105K
2.73K $218K
DAL
Delta Air Lines, Inc.

Industrials
-3.01K
- 59.11%
$49.0 - $61.97 $147K - $186K
2.08K $118K
AMT
American Tower Corp

Real Estate
-266
- 9.86%
$192.32 - $232.35 $51.2K - $61.8K
2.43K $467K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-1.34K
- 75.22%
$95.86 - $104.94 $128K - $141K
441 $45K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-56
- 0.06%
$14.94 - $16.82 $837 - $942
95.4K $1.43M
IBB
Ishares Biotechnology ETF

ETFs
-1.23K
- 39.36%
$127.63 - $144.37 $157K - $178K
1.9K $274K
AMCR
Amcor PLC

Consumer Cyclical
-13K
- 96.53%
$7.97 - $9.94 $104K - $130K
469 $3K
CSL
Carlisle Companies Inc

Industrials
-230
- 22.55%
$327.52 - $435.11 $75.3K - $100K
790 $259K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.16K
- 68.99%
$95.32 - $123.91 $110K - $143K
520 $52K
TMDX
Trans Medics Group, Inc.

Healthcare
-40
- 0.79%
$103.61 - $132.04 $4.14K - $5.28K
5.03K $564K
AMP
Ameriprise Financial Inc

Financial Services
-143
- 16.09%
$486.13 - $544.55 $69.5K - $77.9K
746 $366K
QLD
Proshares Ultra Qqq

ETFs
-1.02K
- 62.68%
$115.66 - $138.31 $118K - $141K
606 $83K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-4.49K
- 9.08%
$40.37 - $42.12 $181K - $189K
45K $1.89M
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
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