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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.17K
- 48.34%
$68.94 - $86.3 $80.5K - $101K
1.25K $107K
SEDG
Solaredge Technologies, Inc.

Technology
-3.1K
- 97.33%
$21.86 - $39.45 $67.8K - $122K
85 $3K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.23K
- 46.69%
$37.4 - $48.23 $46K - $59.3K
1.4K $52K
FANG
Diamondback Energy, Inc.

Energy
-521
- 20.08%
$134.53 - $152.5 $70.1K - $79.5K
2.07K $296K
BMY
Bristol Myers Squibb CO

Healthcare
-1.14K
- 14.34%
$43.31 - $48.98 $49.2K - $55.7K
6.79K $306K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.44K
- 7.55%
$37.32 - $38.38 $91.1K - $93.6K
29.9K $1.15M
IHE
Ishares Tr

ETFs
-1.2K
- 29.59%
$65.74 - $72.56 $78.9K - $87.1K
2.86K $207K
HPQ
Hp Inc

Technology
-2.66K
- 50.23%
$24.45 - $29.35 $65K - $78K
2.63K $71K
STZ
Constellation Brands, Inc.

Consumer Defensive
-236
- 26.4%
$131.78 - $176.09 $31.1K - $41.6K
658 $88K
CB
Chubb LTD

Financial Services
-156
- 9.66%
$265.99 - $289.59 $41.5K - $45.2K
1.46K $411K
VIS
Vanguard Industrial ETF

ETFs
-203
- 69.05%
$281.0 - $296.29 $57K - $60.1K
91 $26K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.71K
- 7.89%
$87.07 - $93.06 $149K - $159K
19.9K $1.82M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-364
- 29.14%
$185.88 - $207.44 $67.7K - $75.5K
885 $177K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.37K
- 42.16%
$16.46 - $17.1 $55.5K - $57.7K
4.63K $78K
UNOV
Earth Science Tech, Inc.

ETFs
-2.17K
- 11.04%
$36.04 - $37.48 $78.1K - $81.3K
17.5K $654K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.01K
- 35.17%
$54.85 - $58.99 $55.4K - $59.6K
1.86K $106K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-2.44K
- 2.29%
$24.69 - $25.26 $60.3K - $61.7K
104K $2.61M
EMR
Emerson Electric CO

Industrials
-323
- 8.19%
$128.6 - $149.63 $41.5K - $48.3K
3.62K $474K
LGOV
First Tr ETF Iv Long Duration

ETFs
-2.62K
- 14.04%
$20.98 - $22.03 $54.9K - $57.6K
16K $348K
IVE
Ishares S&P 500 Value ETF

ETFs
-7.12K
- 5.56%
$194.44 - $206.51 $1.38M - $1.47M
121K $25M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.1K
- 11.01%
$40.45 - $42.49 $85.1K - $89.4K
17K $722K
AJG
Arthur J. Gallagher & Co.

Financial Services
-100
- 5.92%
$284.17 - $319.49 $28.4K - $31.9K
1.59K $492K
HYGV
Flexshares Tr High Yield Value

ETFs
-1.22K
- 17.78%
$40.55 - $41.28 $49.4K - $50.3K
5.64K $232K
LUV
Southwest Airlines CO

Industrials
-1.44K
- 35.53%
$29.06 - $37.7 $41.7K - $54.1K
2.61K $83K
PAYX
Paychex Inc

Industrials
-169
- 12.0%
$126.69 - $147.99 $21.4K - $25K
1.24K $157K
NOVT
Novanta Inc

Technology
-300
- 23.68%
N/A
967 $152K
PLD
Prologis, Inc.

Real Estate
-645
- 21.12%
$104.08 - $115.35 $67.1K - $74.4K
2.41K $275K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.18K
- 6.36%
N/A
17.3K $676K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-812
- 8.56%
N/A
8.68K $494K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.03K
- 16.4%
$45.72 - $47.27 $47.3K - $48.9K
5.27K $247K
SLB
Schlumberger Limited

Energy
-1.47K
- 12.87%
$32.37 - $37.31 $47.7K - $55K
9.98K $343K
IYJ
Ishares Tr

ETFs
-320
- 36.12%
$142.42 - $148.18 $45.6K - $47.4K
566 $82K
TAP
Molson Coors Beverage CO

Consumer Defensive
-807
- 30.29%
$44.09 - $52.81 $35.6K - $42.6K
1.86K $84K
AIG
American International Group, Inc.

Financial Services
-209
- 5.5%
$76.34 - $85.87 $16K - $17.9K
3.59K $282K
PECO
Phillips Edison & Company, Inc.

Real Estate
-920
- 5.58%
$33.04 - $36.15 $30.4K - $33.3K
15.6K $534K
MFC
Manulife Financial Corp

Financial Services
-1.27K
- 36.68%
$29.9 - $32.34 $37.8K - $40.9K
2.18K $68K
NXPI
Nxp Semiconductors N.V.

Technology
-212
- 30.5%
$205.16 - $239.07 $43.5K - $50.7K
483 $109K
HUBS
Hubspot Inc

Technology
-69
- 71.13%
$420.79 - $560.9 $29K - $38.7K
28 $13K
AEP
American Electric Power CO Inc

Utilities
-708
- 15.55%
$103.26 - $115.0 $73.1K - $81.4K
3.85K $432K
GL
Globe Life Inc.

Financial Services
-560
- 26.38%
$117.6 - $146.55 $65.9K - $82.1K
1.56K $223K
HNDL
Strategy Shs

ETFs
-2.22K
- 13.05%
$21.41 - $22.28 $47.6K - $49.5K
14.8K $329K
PDI
Pimco Dynamic Income Fund

Financial Services
-2.64K
- 16.31%
$18.85 - $20.07 $49.8K - $53K
13.5K $268K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.61K
- 8.19%
$39.79 - $41.15 $63.9K - $66.1K
18K $740K
CTVA
Corteva, Inc.

Basic Materials
-151
- 3.69%
$67.08 - $77.12 $10.1K - $11.6K
3.94K $266K
QS
Quantum Scape Corp

Consumer Cyclical
-8.25K
- 72.37%
$6.36 - $14.64 $52.5K - $121K
3.15K $38K
SRAD
Sportradar Group Ag

Technology
-755
- 5.8%
$26.9 - $31.79 $20.3K - $24K
12.3K $330K
HYMU
Blackrock ETF Tr Ii High Yield
-1.5K
- 68.59%
N/A
686 $15K
MAA
Mid America Apartment Communities Inc.

Real Estate
-224
- 43.24%
$138.38 - $153.2 $31K - $34.3K
294 $41K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-2.55K
- 5.54%
$8.07 - $8.58 $20.6K - $21.9K
43.5K $355K
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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