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
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.01K
- 6.59%
$41.97 - $46.03 $84.1K - $92.3K
28.4K $1.21M
SRLN
Ssga Active Trust

ETFs
-3.25K
- 54.36%
$41.02 - $41.99 $133K - $137K
2.73K $112K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-3.57K
- 18.22%
$27.95 - $30.87 $99.9K - $110K
16K $453K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-6.69K
- 57.52%
$16.57 - $18.85 $111K - $126K
4.94K $82K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.2K
- 15.55%
$54.25 - $57.64 $119K - $127K
11.9K $658K
QJUN
First Tr ETF
-3.69K
- 24.88%
$26.45 - $29.15 $97.5K - $107K
11.1K $294K
A
Agilent Technologies, Inc.

Healthcare
-532
- 16.01%
$116.69 - $152.6 $62.1K - $81.2K
2.79K $326K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.81K
- 55.39%
$47.25 - $67.02 $85.7K - $122K
1.46K $69K
CPRT
Copart Inc

Consumer Cyclical
-376
- 0.32%
$52.3 - $59.83 $19.7K - $22.5K
117K $6.65M
RWX
Spdr Dow Jones International R

ETFs
-6.6K
- 20.44%
$22.39 - $24.7 $148K - $163K
25.7K $628K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.42K
- 26.01%
$72.7 - $84.32 $103K - $120K
4.03K $301K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-2.46K
- 1.78%
$38.15 - $41.62 $93.8K - $102K
135K $5.42M
MCHP
Microchip Technology Inc

Technology
-1.71K
- 51.08%
$48.41 - $64.3 $82.6K - $110K
1.63K $79K
FV
First Trust Dorsey Wright Focu

ETFs
-1.08K
- 8.9%
$53.91 - $63.03 $58.4K - $68.3K
11.1K $608K
RKLB
Rocket Lab Usa, Inc.

Industrials
-1K
- 8.77%
$17.12 - $31.57 $17.1K - $31.6K
10.4K $185K
TTE
Total Energies Se

Energy
-1.53K
- 22.04%
N/A
5.41K $370K
VFH
Vanguard Financial ETF

ETFs
-889
- 38.32%
$114.07 - $127.34 $101K - $113K
1.43K $170K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.16K
- 10.65%
$21.23 - $23.75 $67K - $75K
26.5K $569K
GLDM
World Gold Trust

ETFs
-2.98K
- 36.07%
$52.19 - $61.89 $156K - $184K
5.28K $326K
VO
Vanguard Mid Cap ETF

ETFs
-257
- 4.06%
$251.87 - $277.95 $64.7K - $71.4K
6.07K $1.57M
DELL
Dell Technologies Inc.

Technology
-217
- 6.6%
$90.34 - $124.66 $19.6K - $27.1K
3.07K $280K
MET
Metlife Inc

Financial Services
-1.11K
- 19.3%
$77.7 - $87.0 $86.3K - $96.7K
4.65K $372K
UAL
United Airlines Holdings, Inc.

Industrials
-4
- 0.11%
$69.05 - $110.52 $276 - $442
3.52K $243K
DTM
Dt Midstream, Inc.

Energy
-980
- 70.76%
$86.95 - $113.75 $85.2K - $111K
405 $39K
AOK
Ishares Tr Core Conservative A

ETFs
-2.66K
- 27.24%
$36.86 - $38.15 $98.1K - $102K
7.11K $267K
CCJ
Cameco Corp

Energy
-1.2K
- 26.12%
$40.64 - $56.86 $48.8K - $68.2K
3.4K $139K
IXN
Ishares Global Information Tec

ETFs
-124
- 1.27%
$75.73 - $88.4 $9.39K - $11K
9.62K $728K
ROBO
Robo Global Robotics And Autom

ETFs
-898
- 8.61%
$51.5 - $60.89 $46.2K - $54.7K
9.53K $490K
FRPT
Freshpet, Inc.

Consumer Defensive
-202
- 16.65%
$83.17 - $162.59 $16.8K - $32.8K
1.01K $84K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.14K
- 29.53%
$41.09 - $43.24 $88K - $92.6K
5.11K $211K
FANG
Diamondback Energy, Inc.

Energy
-512
- 16.16%
$139.9 - $180.18 $71.6K - $92.3K
2.66K $424K
HEI
Heico Corp

Industrials
-426
- 68.49%
$219.6 - $270.85 $93.5K - $115K
196 $52K
IBB
Ishares Biotechnology ETF

ETFs
-584
- 13.66%
$127.9 - $140.56 $74.7K - $82.1K
3.69K $471K
EFG
Msci Eafe Growth ETF

ETFs
-1.6K
- 7.61%
$96.1 - $106.37 $154K - $171K
19.5K $1.95M
SKX
Skechers Usa Inc

Consumer Cyclical
-1.36K
- 91.59%
$54.98 - $78.24 $74.8K - $106K
125 $7K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-285
- 3.91%
$196.12 - $229.48 $55.9K - $65.4K
7K $1.41M
VOE
Vanguard Mid Cap Value Index F

ETFs
-334
- 1.13%
$156.61 - $168.02 $52.3K - $56.1K
29.2K $4.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.31K
- 16.5%
$23.16 - $27.04 $53.5K - $62.4K
11.7K $273K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.46K
- 4.18%
$34.43 - $37.49 $50.3K - $54.8K
33.5K $1.22M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-525
- 11.3%
$65.76 - $84.94 $34.5K - $44.6K
4.12K $273K
QBTS
D Wave Quantum Inc.

Technology
-10.2K
- 95.34%
$3.83 - $11.18 $39.2K - $114K
500 $3K
MTB
M&T Bank Corp

Financial Services
-440
- 67.28%
$170.47 - $201.98 $75K - $88.9K
214 $38K
FTGC
First Trust Global Tactical CO

ETFs
-3.63K
- 59.92%
$23.95 - $25.86 $86.8K - $93.7K
2.43K $61K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-2.47K
- 82.31%
$27.52 - $33.6 $67.9K - $82.9K
530 $15K
DFAX
Dimensional ETF Tr
-3.44K
- 44.7%
$24.45 - $27.2 $84.2K - $93.6K
4.26K $111K
AFCG
Afc Gamma, Inc.

Real Estate
-2K
- 8.06%
$5.57 - $8.74 $11.1K - $17.5K
22.8K $126K
NIO
Nio Inc.

Consumer Cyclical
-18.1K
- 84.09%
$3.75 - $5.22 $67.8K - $94.4K
3.42K $13K
DAL
Delta Air Lines, Inc.

Industrials
-541
- 16.25%
$43.6 - $69.06 $23.6K - $37.4K
2.79K $121K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-429
- 7.86%
$117.4 - $131.02 $50.4K - $56.2K
5.03K $602K
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email