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
SONY
Sony Group Corp

Technology
-4.47K
- 47.61%
$23.92 - $30.07 $107K - $134K
4.91K $141K
EFG
Msci Eafe Growth ETF

ETFs
-1.18K
- 7.02%
$106.99 - $114.46 $127K - $135K
15.7K $1.78M
BUG
Global X Fds Cybersecurity ETF

ETFs
-1.68K
- 7.23%
$32.23 - $37.41 $54.1K - $62.8K
21.6K $759K
VST
Vistra Corp.

Utilities
-705
- 4.03%
$182.0 - $217.92 $128K - $154K
16.8K $3.29M
GILD
Gilead Sciences, Inc.

Healthcare
-925
- 19.8%
$108.22 - $120.47 $100K - $111K
3.75K $415K
CMCSA
Comcast Corp

Communication Services
-493
- 2.46%
$31.41 - $36.33 $15.5K - $17.9K
19.6K $614K
DBA
Invesco Db Agriculture Fund

ETFs
-4.84K
- 10.36%
$25.62 - $27.91 $124K - $135K
41.9K $1.12M
RC
Ready Capital Corp

Real Estate
-17.9K
- 29.98%
$3.71 - $4.66 $66.3K - $83.2K
41.7K $161K
TOST
Toast, Inc.

Technology
-1.51K
- 28.32%
$36.51 - $49.3 $54.9K - $74.2K
3.81K $139K
STRL
Sterling Construction CO Inc

Industrials
-2.14K
- 36.96%
$222.54 - $371.84 $476K - $796K
3.65K $1.24M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-4.15K
- 67.83%
$21.86 - $22.98 $90.7K - $95.3K
1.97K $44K
HEFA
Ishares Currency Hedged Msci E

ETFs
-6.12K
- 6.87%
$37.2 - $39.61 $227K - $242K
82.9K $3.28M
WM
Waste Management Inc

Industrials
-228
- 4.43%
$213.88 - $237.1 $48.8K - $54.1K
4.92K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-1.14K
- 13.84%
$133.81 - $152.16 $152K - $173K
7.08K $994K
ACHR
Archer Aviation Inc.

Industrials
-7.59K
- 52.22%
$8.25 - $13.4 $62.6K - $102K
6.95K $66K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 0.97%
$932.44 - $1059.49 $8.39K - $9.54K
920 $876K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-877
- 29.72%
$102.4 - $103.88 $89.8K - $91.1K
2.07K $214K
PEN
Penumbra Inc

Healthcare
-345
- 97.46%
$227.15 - $287.09 $78.4K - $99K
9 $2K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-2.21K
- 33.55%
$42.84 - $44.34 $94.6K - $97.9K
4.37K $193K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.83K
- 27.14%
$49.05 - $49.99 $89.6K - $91.3K
4.9K $244K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-4.42K
- 39.12%
N/A
6.88K $134K
PFG
Principal Financial Group Inc

Financial Services
-1.09K
- 86.33%
$75.53 - $82.95 $82K - $90.1K
172 $14K
DHR
Danaher Corp

Healthcare
-435
- 17.51%
$181.46 - $212.2 $78.9K - $92.3K
2.05K $406K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.91K
- 1.33%
$97.75 - $100.75 $382K - $394K
291K $29.2M
VT
Vanguard Total World Stk Index

ETFs
-1.63K
- 10.65%
$128.41 - $138.03 $210K - $225K
13.7K $1.89M
PAYC
Paycom Software, Inc.

Technology
-348
- 85.71%
$208.14 - $238.8 $72.4K - $83.1K
58 $12K
RJF
Raymond James Financial Inc

Financial Services
-531
- 96.02%
$154.64 - $176.43 $82.1K - $93.7K
22 $3K
MTD
Mettler Toledo International Inc

Healthcare
-71
- 51.45%
$1166.48 - $1324.06 $82.8K - $94K
67 $82K
IR
Ingersoll Rand Inc.

Industrials
-954
- 36.32%
$74.98 - $89.02 $71.5K - $84.9K
1.67K $138K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-228
- 1.75%
$60.9 - $70.75 $13.9K - $16.1K
12.8K $801K
LNG
Cheniere Energy, Inc.

Energy
-266
- 15.34%
$222.68 - $244.28 $59.2K - $65K
1.47K $344K
OTIS
Otis Worldwide Corp

Industrials
-721
- 50.81%
$84.93 - $101.07 $61.2K - $72.9K
698 $63K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.71K
- 9.07%
$45.17 - $46.89 $123K - $127K
27.2K $1.28M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-5.56K
- 78.9%
$11.64 - $15.79 $64.7K - $87.8K
1.49K $21K
CINF
Cincinnati Financial Corp

Financial Services
-506
- 83.64%
$145.8 - $158.1 $73.8K - $80K
99 $15K
ONON
On Holding Ag

Consumer Cyclical
-1.14K
- 42.89%
$42.35 - $54.36 $48.4K - $62.2K
1.52K $64K
DRI
Darden Restaurants Inc

Consumer Cyclical
-241
- 23.74%
$184.73 - $220.27 $44.5K - $53.1K
774 $147K
SUB
Ishares Short Term National Mu

ETFs
-776
- 2.8%
$106.17 - $107.3 $82.4K - $83.3K
26.9K $2.87M
FDL
First Tr Morningstar Dividend

ETFs
-1.84K
- 33.36%
$41.96 - $44.59 $77.2K - $82K
3.67K $159K
FOXA
Fox Corp

Communication Services
-1.32K
- 73.96%
$53.87 - $63.06 $70.8K - $82.9K
463 $29K
EXPD
Expeditors International Of Washington Inc

Industrials
-608
- 84.21%
$111.37 - $124.95 $67.7K - $76K
114 $13K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.46K
- 14.21%
$41.02 - $43.2 $101K - $106K
14.8K $640K
CBRE
Cbre Group, Inc.

Real Estate
-925
- 21.09%
$137.04 - $165.9 $127K - $153K
3.46K $545K
AFCG
Afc Gamma, Inc.

Real Estate
-14K
- 61.4%
$3.61 - $5.03 $50.5K - $70.4K
8.8K $34K
TTEK
Tetra Tech Inc

Industrials
-1.55K
- 25.89%
$33.1 - $38.34 $51.4K - $59.5K
4.44K $148K
ESS
Essex Property Trust, Inc.

Real Estate
-240
- 98.77%
N/A
3 $0
AI
C3.Ai, Inc.

Technology
-2.5K
- 79.16%
$15.46 - $29.16 $38.7K - $72.9K
658 $11K
CHY
Calamos Convertible & High Income Fund

Financial Services
-6.19K
- 32.28%
$10.75 - $11.45 $66.5K - $70.9K
13K $145K
NEM
Newmont Corp

Basic Materials
-7K
- 34.66%
$57.35 - $85.25 $402K - $597K
13.2K $1.11M
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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