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
DIS
Walt Disney CO

Communication Services
-580
- 1.78%
$96.87 - $114.0 $56.2K - $66.1K
32K $3.16M
VRT
Vertiv Holdings CO

Industrials
-5.35K
- 66.83%
N/A
2.65K $229K
SKYY
First Trust Cloud Computing Et

ETFs
-2.8K
- 29.23%
$102.23 - $131.18 $286K - $367K
6.78K $692K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-3.37K
- 22.84%
$95.53 - $112.45 $322K - $379K
11.4K $1.1M
TFC
Truist Financial Corp

Financial Services
-9.23K
- 38.63%
$39.48 - $48.15 $364K - $444K
14.7K $603K
AMSC
American Superconductor Corp

Industrials
-17.5K
- 99.63%
$17.54 - $34.82 $306K - $608K
64 $1K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.12K
- 60.8%
$100.59 - $103.47 $414K - $426K
2.66K $274K
VNQ
Vanguard Specialized Funds Van

ETFs
-4.72K
- 28.74%
$85.55 - $94.34 $404K - $445K
11.7K $1.06M
MU
Micron Technology Inc

Technology
-4.98K
- 45.56%
$86.89 - $109.38 $433K - $545K
5.96K $517K
TT
Trane Technologies PLC

Industrials
-18
- 0.15%
$332.0 - $400.86 $5.98K - $7.22K
12.2K $4.1M
AMD
Advanced Micro Devices Inc

Technology
-1.28K
- 8.92%
$96.63 - $129.55 $123K - $165K
13K $1.34M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-14.6K
- 97.56%
$25.81 - $28.52 $376K - $415K
364 $10K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.23K
- 48.43%
$247.97 - $296.33 $305K - $364K
1.31K $329K
JBLU
Jetblue Airways Corp

Industrials
-44.5K
- 81.73%
$4.82 - $8.09 $215K - $360K
9.95K $47K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.91K
- 6.52%
$90.0 - $96.32 $352K - $377K
56.1K $5.18M
VTI
Vanguard Total Stock Market Et

ETFs
-58
- 0.25%
$271.18 - $303.12 $15.7K - $17.6K
23.4K $6.42M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-7.42K
- 13.22%
$40.44 - $43.17 $300K - $320K
48.7K $1.99M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-150
- 0.72%
$131.2 - $160.72 $19.7K - $24.1K
20.7K $2.73M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-48
- 13.01%
$4295.4 - $5141.88 $206K - $247K
321 $1.48M
GDDY
Go Daddy Inc.

Technology
-1.65K
- 94.46%
$172.13 - $214.35 $285K - $355K
97 $17K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.38K
- 0.85%
$185.78 - $198.58 $256K - $273K
161K $30.7M
IRM
Iron Mountain Inc

Real Estate
-201
- 1.31%
$82.79 - $111.31 $16.6K - $22.4K
15.2K $1.31M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-9.16K
- 52.99%
$32.91 - $34.28 $301K - $314K
8.13K $272K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-8.27K
- 56.43%
$36.57 - $37.91 $303K - $314K
6.39K $237K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.75K
- 33.76%
$157.71 - $180.77 $275K - $315K
3.42K $550K
COIN
Coinbase Global, Inc.

Technology
-16
- 0.4%
$172.23 - $301.3 $2.76K - $4.82K
3.94K $679K
BA
Boeing CO

Industrials
-1.34K
- 12.87%
$148.15 - $186.25 $199K - $250K
9.07K $1.55M
CNI
Canadian National Railway CO

Industrials
-2.85K
- 69.95%
$95.46 - $106.79 $272K - $304K
1.22K $119K
GIS
General Mills Inc

Consumer Defensive
-3.64K
- 20.69%
$57.56 - $65.3 $210K - $238K
14K $834K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-865
- 2.45%
$94.5 - $110.71 $81.7K - $95.8K
34.4K $3.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.49K
- 87.1%
$175.5 - $209.86 $261K - $312K
220 $39K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.1K
- 86.96%
$32.42 - $36.13 $263K - $293K
1.22K $40K
IEMG
Ishares Inc

ETFs
-5.13K
- 1.49%
N/A
338K $18.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.37K
- 3.74%
$48.06 - $53.73 $114K - $127K
61K $2.97M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-6.02K
- 35.36%
$41.53 - $44.57 $250K - $268K
11K $463K
EA
Electronic Arts Inc.

Communication Services
-1.86K
- 89.66%
$116.53 - $146.29 $216K - $272K
214 $30K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.26K
- 4.67%
$169.43 - $182.84 $214K - $231K
25.8K $4.46M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-5.79K
- 17.96%
$39.11 - $41.9 $226K - $242K
26.4K $1.05M
IYR
Ishares Tr

ETFs
-2.92K
- 56.88%
$89.49 - $98.98 $261K - $289K
2.21K $211K
EQIX
Equinix Inc

Real Estate
-101
- 7.09%
$803.0 - $959.97 $81.1K - $97K
1.32K $1.08M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-6.71K
- 10.64%
$29.41 - $31.79 $197K - $213K
56.4K $1.68M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-4.74K
- 7.19%
$41.55 - $43.98 $197K - $208K
61.2K $2.57M
SMR
Nuscale Power Corp

Industrials
-14.5K
- 99.5%
$14.16 - $29.08 $206K - $423K
73 $1K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.21K
- 7.08%
$101.98 - $115.66 $124K - $140K
15.9K $1.63M
SPG
Simon Property Group Inc

Real Estate
-1.41K
- 40.63%
$159.48 - $187.78 $225K - $264K
2.06K $341K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.67K
- 25.85%
$110.9 - $132.93 $186K - $222K
4.8K $545K
PH
Parker Hannifin Corp

Industrials
-368
- 34.23%
$591.65 - $707.05 $218K - $260K
707 $429K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-626
- 2.38%
$81.62 - $96.63 $51.1K - $60.5K
25.7K $2.14M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-6.72K
- 15.78%
$32.69 - $34.66 $220K - $233K
35.9K $1.19M
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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