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
XLC
Select Sector Spdr Tr Communic

ETFs
-1.61K
- 0.62%
$94.84 - $105.31 $153K - $170K
258K $24.9M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-6.31K
- 26.05%
$36.56 - $38.35 $231K - $242K
17.9K $663K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.21K
- 6.21%
$49.25 - $50.66 $207K - $213K
63.6K $3.16M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-5.28K
- 6.55%
$34.08 - $35.99 $180K - $190K
75.3K $2.58M
GL
Globe Life Inc.

Financial Services
-2.4K
- 59.12%
$111.2 - $131.72 $267K - $317K
1.66K $218K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.84K
- 5.41%
$44.72 - $46.25 $351K - $363K
137K $6.32M
DMAR
First Tr Ex Tr Viii Cboe Vest
-5.48K
- 12.55%
$36.82 - $39.1 $202K - $214K
38.2K $1.44M
KLAC
Kla Corp

Technology
-1.22K
- 9.96%
$636.62 - $777.63 $779K - $951K
11.1K $7.52M
ZTS
Zoetis Inc.

Healthcare
-1.45K
- 14.06%
$156.48 - $175.67 $227K - $254K
8.85K $1.46M
DTE
Dte Energy CO

Utilities
-1.89K
- 77.66%
$117.6 - $138.27 $222K - $261K
544 $75K
INTU
Intuit Inc

Technology
-227
- 4.26%
$555.63 - $630.23 $126K - $143K
5.11K $3.14M
HAL
Halliburton CO

Energy
-7.5K
- 68.14%
$24.15 - $29.9 $181K - $224K
3.51K $88K
C
Citigroup Inc

Financial Services
-2.95K
- 26.89%
$67.23 - $84.63 $199K - $250K
8.03K $569K
VOX
Vanguard Communication Service

ETFs
-1.02K
- 13.73%
$147.73 - $169.24 $151K - $173K
6.43K $953K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-4.24K
- 24.41%
$41.51 - $44.56 $176K - $189K
13.1K $550K
NFLX
Netflix Inc

Communication Services
-1.19K
- 5.39%
$828.4 - $1058.6 $988K - $1.26M
20.9K $19.5M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-997
- 9.28%
$94.32 - $110.46 $94K - $110K
9.74K $940K
RE
Everest Re Group LTD

Financial Services
-530
- 98.33%
N/A
9 $3K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-1.32K
- 13.53%
$96.85 - $111.39 $128K - $147K
8.43K $832K
ITB
Ishares Tr

ETFs
-1.69K
- 40.37%
$93.86 - $111.45 $158K - $188K
2.49K $237K
IBUY
Amplify ETF Tr Amplify Online

ETFs
-2.96K
- 98.14%
$59.47 - $74.1 $176K - $219K
56 $3K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.17K
- 89.62%
$77.33 - $90.16 $167K - $195K
251 $19K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-346
- 11.15%
$254.58 - $302.92 $88.1K - $105K
2.76K $704K
AI
C3.Ai, Inc.

Technology
-4.1K
- 56.32%
$20.92 - $36.93 $85.7K - $151K
3.18K $66K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-10.2K
- 8.27%
$24.05 - $24.86 $245K - $253K
113K $2.81M
CL
Colgate Palmolive CO

Consumer Defensive
-2.17K
- 30.22%
$85.68 - $97.5 $186K - $211K
5.01K $469K
MCO
Moodys Corp

Financial Services
-283
- 5.42%
$437.8 - $527.48 $124K - $149K
4.94K $2.3M
AFL
Aflac Inc

Financial Services
-1.82K
- 47.01%
$100.99 - $111.19 $183K - $202K
2.05K $227K
DEO
Diageo PLC

Consumer Defensive
-868
- 24.49%
$104.79 - $126.12 $91K - $109K
2.68K $280K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
-7.82K
- 58.04%
$10.59 - $20.83 $82.8K - $163K
5.66K $59K
MUB
Ishares National Muni Bond ETF

ETFs
-1.48K
- 14.47%
$104.71 - $107.69 $155K - $159K
8.73K $920K
HON
Honeywell International Inc

Industrials
-335
- 4.94%
$202.75 - $226.52 $67.9K - $75.9K
6.45K $1.37M
STLD
Steel Dynamics Inc

Basic Materials
-1.69K
- 85.97%
N/A
276 $27K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.68K
- 14.4%
$99.85 - $100.19 $168K - $168K
9.99K $1M
LDOS
Leidos Holdings, Inc.

Technology
-624
- 7.05%
$126.82 - $161.11 $79.1K - $101K
8.22K $1.11M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-4.26K
- 24.41%
$34.28 - $36.43 $146K - $155K
13.2K $456K
IWR
Ishares Russell Mid Cap ETF

ETFs
-357
- 0.93%
$82.81 - $92.93 $29.6K - $33.2K
38.1K $3.24M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-3.98K
- 15.48%
$34.28 - $36.12 $137K - $144K
21.8K $751K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-1.08K
- 74.22%
$134.68 - $159.3 $145K - $172K
374 $52K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.72K
- 78.28%
$88.13 - $96.94 $151K - $166K
476 $45K
OKTA
Okta, Inc.

Technology
-2.08K
- 87.03%
$78.83 - $116.72 $164K - $243K
310 $32K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-3.42K
- 17.36%
$39.33 - $41.52 $134K - $142K
16.3K $645K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-3.23K
- 10.98%
$38.06 - $40.36 $123K - $130K
26.1K $1M
RUM
Rumble Inc.

Technology
-11.1K
- 90.99%
$7.07 - $13.77 $78.5K - $153K
1.1K $7K
UNOV
Earth Science Tech, Inc.

ETFs
-3.74K
- 11.17%
$33.76 - $35.42 $126K - $132K
29.7K $1.01M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-385
- 4.23%
$82.77 - $101.84 $31.9K - $39.2K
8.72K $736K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-4.92K
- 37.89%
$26.06 - $28.54 $128K - $140K
8.06K $210K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.98K
- 16.39%
$79.17 - $82.04 $157K - $163K
10.1K $827K
USD
Proshares Ultra Semiconductors

ETFs
-1.22K
- 32.42%
$40.36 - $76.24 $49.1K - $92.7K
2.54K $102K
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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