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
TMC
Tmc The Metals CO Inc.

Basic Materials
-5K
- 80.0%
$4.67 - $8.1 $23.4K - $40.5K
1.25K $7K
DVN
Devon Energy Corp

Energy
-1.28K
- 39.25%
$31.75 - $36.99 $40.6K - $47.3K
1.98K $69K
ENPH
Enphase Energy, Inc.

Technology
-718
- 36.78%
$30.11 - $42.97 $21.6K - $30.9K
1.23K $43K
PSA
Public Storage

Real Estate
-115
- 32.49%
$271.94 - $298.09 $31.3K - $34.3K
239 $69K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.03K
- 14.2%
$98.99 - $112.2 $102K - $116K
6.23K $688K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-942
- 9.11%
$61.56 - $66.95 $58K - $63.1K
9.4K $628K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-296
- 54.11%
$109.55 - $124.15 $32.4K - $36.7K
251 $29K
MCO
Moodys Corp

Financial Services
-62
- 66.67%
$472.69 - $521.32 $29.3K - $32.3K
31 $14K
DUK
Duke Energy Corp

Utilities
-499
- 9.13%
$116.31 - $125.93 $58K - $62.8K
4.97K $614K
IBMP
Ishares Tr Ibonds December 202

ETFs
-1.73K
- 1.83%
$25.3 - $25.56 $43.8K - $44.2K
92.6K $2.36M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-305
- 2.18%
$117.65 - $120.08 $35.9K - $36.6K
13.7K $1.64M
ZM
Zoom Video Communications, Inc.

Technology
-395
- 84.04%
$69.77 - $86.83 $27.6K - $34.3K
75 $6K
BKH
Black Hills Corp

Utilities
-535
- 97.63%
$55.87 - $61.62 $29.9K - $33K
13 $0
WPC
W. P. Carey Inc.

Real Estate
-681
- 22.72%
$61.29 - $68.7 $41.7K - $46.8K
2.32K $156K
CTRA
Coterra Energy Inc.

Energy
-1.19K
- 84.23%
$23.09 - $25.45 $27.4K - $30.2K
222 $5K
NOC
Northrop Grumman Corp

Industrials
-182
- 24.8%
$498.9 - $609.32 $90.8K - $111K
552 $336K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-150
- 60.0%
$287.52 - $458.66 $43.1K - $68.8K
100 $45K
TYL
Tyler Technologies Inc

Technology
-49
- 87.5%
$522.22 - $611.76 $25.6K - $30K
7 $3K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.95K
- 7.99%
$18.93 - $19.47 $37K - $38K
22.5K $435K
GNRC
Generac Holdings Inc.

Industrials
-199
- 96.6%
$146.61 - $202.85 $29.2K - $40.4K
7 $1K
CMS
Cms Energy Corp

Utilities
-454
- 30.05%
$69.37 - $74.67 $31.5K - $33.9K
1.06K $77K
FSIG
First Tr ETF Iv LTD Duration I
-1.56K
- 5.99%
$19.03 - $19.33 $29.6K - $30.1K
24.4K $469K
TROW
Price T Rowe Group Inc

Financial Services
-303
- 44.17%
$98.67 - $111.52 $29.9K - $33.8K
383 $39K
EVGO
E Vgo Inc.

Consumer Cyclical
-7.32K
- 90.59%
$3.3 - $4.74 $24.2K - $34.7K
760 $3K
ELV
Elevance Health, Inc.

Healthcare
-19
- 6.57%
$274.66 - $395.76 $5.22K - $7.52K
270 $87K
BBDC
Barings Bdc, Inc.

Financial Services
-2.35K
- 20.73%
$8.76 - $9.9 $20.6K - $23.2K
8.98K $78K
NEP
Nextera Energy Partners, LP

Utilities
-2.8K
- 15.3%
N/A
15.5K $140K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1K
- 1.37%
$109.11 - $111.88 $109K - $112K
72K $8.01M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-231
- 52.62%
$113.73 - $121.28 $26.3K - $28K
208 $24K
APD
Air Products & Chemicals, Inc.

Basic Materials
-46
- 3.69%
$265.78 - $299.3 $12.2K - $13.8K
1.2K $327K
CLH
Clean Harbors Inc

Industrials
-103
- 36.52%
$225.84 - $250.43 $23.3K - $25.8K
179 $41K
FIS
Fidelity National Information Services, Inc.

Technology
-88
- 7.26%
$63.37 - $82.35 $5.58K - $7.25K
1.12K $74K
KMB
Kimberly Clark Corp

Consumer Defensive
-154
- 14.34%
$121.72 - $136.77 $18.7K - $21.1K
920 $114K
DOCU
Docusign, Inc.

Technology
-292
- 78.49%
$67.14 - $85.01 $19.6K - $24.8K
80 $5K
CHTR
Charter Communications, Inc.

Communication Services
-8
- 5.06%
$256.57 - $418.22 $2.05K - $3.35K
150 $41K
JD
Jd.Com, Inc.

Consumer Cyclical
-700
- 72.61%
$30.39 - $35.64 $21.3K - $24.9K
264 $9K
PRN
Invesco Dwa Industrials Moment

ETFs
-236
- 19.67%
$154.53 - $172.77 $36.5K - $40.8K
964 $166K
IFF
International Flavors & Fragrances Inc

Basic Materials
-15
- 0.88%
$60.3 - $77.46 $905 - $1.16K
1.7K $104K
UYG
Proshares Ultra Financials

ETFs
-262
- 22.59%
$91.13 - $100.36 $23.9K - $26.3K
898 $89K
DSTL
ETF Ser Solution Distillate Us

ETFs
-425
- 20.63%
$54.44 - $58.24 $23.1K - $24.8K
1.64K $94K
CASY
Caseys General Stores Inc

Consumer Cyclical
-40
- 88.89%
$494.52 - $565.32 $19.8K - $22.6K
5 $2K
BR
Broadridge Financial Solutions, Inc.

Technology
-42
- 2.02%
$233.75 - $266.89 $9.82K - $11.2K
2.04K $486K
NTNX
Nutanix, Inc.

Technology
-259
- 96.64%
$66.06 - $81.12 $17.1K - $21K
9 $0
WAT
Waters Corp

Healthcare
-24
- 8.86%
$277.72 - $357.04 $6.67K - $8.57K
247 $74K
PH
Parker Hannifin Corp

Industrials
-49
- 16.78%
$697.13 - $769.67 $34.2K - $37.7K
243 $184K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-541
- 7.14%
$105.03 - $112.54 $56.8K - $60.9K
7.04K $776K
CME
Cme Group Inc.

Financial Services
-54
- 6.46%
$258.83 - $287.1 $14K - $15.5K
782 $211K
GHC
Graham Holdings CO

Consumer Defensive
-21
- 80.77%
$882.65 - $1184.8 $18.5K - $24.9K
5 $5K
DFAE
Dimensional ETF Tr

ETFs
-1.28K
- 15.11%
$28.84 - $31.84 $36.8K - $40.6K
7.16K $225K
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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