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
FDVV
Fidelity High Dividend ETF

ETFs
-1.54K
- 98.85%
$48.86 - $52.28 $75.4K - $80.7K
18 $0
LASE
Laser Photonics Corp
-13.1K
- 92.9%
$3.07 - $5.92 $40.2K - $77.5K
1K $3K
JETS
ETF Ser Solutions U S Global J

ETFs
-2.84K
- 87.64%
$20.77 - $26.81 $58.9K - $76K
400 $8K
GPN
Global Payments Inc

Industrials
-170
- 4.25%
$92.18 - $113.03 $15.7K - $19.2K
3.83K $374K
PI
Impinj Inc

Technology
-401
- 66.72%
$87.73 - $152.24 $35.2K - $61K
200 $18K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.96K
- 4.29%
$22.25 - $23.0 $65.9K - $68.1K
66K $1.52M
IWC
Russell Micro Cap ETF

ETFs
-1
- 0.03%
$110.91 - $133.46 $111 - $133
3.44K $381K
MBB
Ishares Tr

ETFs
-1.08K
- 6.45%
$90.37 - $94.08 $97.4K - $101K
15.6K $1.47M
CBRE
Cbre Group, Inc.

Real Estate
-473
- 4.99%
$121.79 - $147.13 $57.6K - $69.6K
9.01K $1.18M
ZVIA
Zevia Pbc

Consumer Defensive
-7.3K
- 30.35%
$2.03 - $4.83 $14.8K - $35.3K
16.8K $36K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-938
- 14.16%
$53.6 - $58.97 $50.3K - $55.3K
5.68K $311K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-1.24K
- 43.3%
$32.41 - $44.87 $40.2K - $55.6K
1.62K $52K
ACHR
Archer Aviation Inc.

Industrials
-2.65K
- 16.06%
$6.8 - $11.51 $18K - $30.5K
13.9K $98K
FTV
Fortive Corp

Technology
-816
- 74.25%
$71.82 - $82.98 $58.6K - $67.7K
283 $20K
SNA
Snap On Inc

Industrials
-173
- 14.39%
$324.09 - $358.62 $56.1K - $62K
1.03K $346K
CSX
Csx Corp

Industrials
-871
- 6.93%
$29.11 - $33.67 $25.4K - $29.3K
11.7K $344K
BHP
Bhp Group LTD

Basic Materials
-1.22K
- 27.25%
$48.18 - $52.11 $58.8K - $63.6K
3.26K $158K
MGM
Mgm Resorts International

Consumer Cyclical
-1.53K
- 56.82%
$29.64 - $40.37 $45.4K - $61.9K
1.17K $34K
IDXX
Idexx Laboratories Inc

Healthcare
-144
- 31.17%
$406.29 - $469.04 $58.5K - $67.5K
318 $133K
MGC
Vanguard Mega Cap ETF

ETFs
-67
- 1.73%
$199.2 - $222.69 $13.3K - $14.9K
3.8K $765K
VV
Vanguard Large Cap ETF

ETFs
-39
- 1.06%
$253.32 - $282.66 $9.88K - $11K
3.63K $934K
VPU
Vanguard Utilities ETF

ETFs
-566
- 10.39%
$161.24 - $173.33 $91.3K - $98.1K
4.88K $834K
TROW
Price T Rowe Group Inc

Financial Services
-329
- 27.58%
$91.57 - $116.93 $30.1K - $38.5K
864 $79K
PSCT
Invesco S&P Smallcap Informati

ETFs
-628
- 16.63%
$40.08 - $50.4 $25.2K - $31.7K
3.15K $126K
ONON
On Holding Ag

Consumer Cyclical
-351
- 9.84%
$43.92 - $63.62 $15.4K - $22.3K
3.22K $141K
JEF
Jefferies Financial Group Inc.

Financial Services
-100
- 5.08%
$52.22 - $81.31 $5.22K - $8.13K
1.87K $100K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-1.24K
- 36.63%
$41.93 - $46.57 $51.9K - $57.6K
2.14K $92K
X
United States Steel Corp

Basic Materials
-1.6K
- 84.24%
$30.47 - $43.0 $48.8K - $68.9K
300 $12K
DXCM
Dexcom Inc

Healthcare
-603
- 51.72%
$67.74 - $90.75 $40.8K - $54.7K
563 $38K
FTC
First Tr Lge Cap Growth

ETFs
-300
- 15.35%
$127.87 - $148.89 $38.4K - $44.7K
1.65K $217K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.2K
- 42.24%
$33.21 - $53.49 $39.9K - $64.2K
1.64K $54K
VOT
Vanguard Mid Cap Growth Index

ETFs
-72
- 1.99%
$237.72 - $276.98 $17.1K - $19.9K
3.54K $866K
SNPS
Synopsys Inc

Technology
-24
- 3.35%
$428.58 - $551.54 $10.3K - $13.2K
692 $296K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
-34.7K
- 94.04%
$0.44 - $1.52 $15.3K - $52.7K
2.2K $1K
TDS
Telephone & Data Systems Inc

Communication Services
-1.81K
- 42.1%
$32.18 - $40.31 $58.2K - $72.9K
2.49K $96K
LNTH
Lantheus Holdings, Inc.

Healthcare
-596
- 58.15%
$78.23 - $110.01 $46.6K - $65.6K
429 $41K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-806
- 4.34%
$25.58 - $29.24 $20.6K - $23.6K
17.8K $465K
SYY
Sysco Corp

Consumer Defensive
-582
- 15.72%
$70.0 - $77.13 $40.7K - $44.9K
3.12K $234K
BHF
Brighthouse Financial, Inc.

Financial Services
-1.03K
- 94.75%
$45.74 - $62.97 $47K - $64.7K
57 $3K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-768
- 4.89%
$128.74 - $138.67 $98.9K - $106K
14.9K $2.03M
WST
West Pharmaceutical Services Inc

Healthcare
-92
- 35.38%
$199.11 - $347.87 $18.3K - $32K
168 $37K
FDS
Factset Research Systems Inc

Financial Services
-53
- 5.81%
$427.5 - $476.51 $22.7K - $25.3K
859 $390K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.17K
- 10.49%
$34.5 - $43.01 $40.3K - $50.2K
9.95K $376K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-4K
- 26.67%
$12.18 - $12.91 $48.7K - $51.6K
11K $136K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-65
- 1.19%
$120.24 - $134.3 $7.82K - $8.73K
5.42K $660K
IFRA
Ishares Tr

ETFs
-839
- 12.69%
$44.8 - $49.25 $37.6K - $41.3K
5.77K $260K
ECL
Ecolab Inc.

Basic Materials
-651
- 10.49%
$229.72 - $269.82 $150K - $176K
5.55K $1.41M
RGTI
Rigetti Computing, Inc.

Technology
-2.91K
- 97.49%
$6.05 - $19.51 $17.6K - $56.8K
75 $0
HAP
Vaneck ETF Tr Natural Resource

ETFs
-1.03K
- 67.12%
$45.93 - $50.37 $47.4K - $51.9K
505 $25K
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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