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
IEX
Idex Corp

Industrials
-191
- 52.91%
$178.23 - $224.31 $34K - $42.8K
170 $30K
GD
General Dynamics Corp

Industrials
-319
- 6.67%
$241.94 - $272.58 $77.2K - $87K
4.46K $1.22M
USB
Us Bancorp \De\

Financial Services
-664
- 23.65%
$40.92 - $50.9 $27.2K - $33.8K
2.14K $90K
PDCO
Patterson Companies, Inc.

Healthcare
-1.43K
- 34.38%
$30.8 - $31.25 $44K - $44.7K
2.73K $85K
CARR
Carrier Global Corp

Industrials
-98
- 1.36%
$62.07 - $70.55 $6.08K - $6.91K
7.09K $449K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-737
- 12.78%
$40.87 - $45.28 $30.1K - $33.4K
5.03K $208K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-700
- 35.7%
$67.08 - $76.14 $47K - $53.3K
1.26K $92K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.04K
- 7.62%
$39.4 - $42.61 $40.8K - $44.1K
12.5K $506K
IWN
Ishares Russell2000 Val ETF

ETFs
-20
- 0.72%
$149.27 - $169.4 $2.99K - $3.39K
2.77K $418K
BIDU
Baidu, Inc.

Communication Services
-470
- 82.46%
$77.43 - $102.51 $36.4K - $48.2K
100 $9K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-52
- 9.01%
$200.77 - $270.08 $10.4K - $14K
525 $105K
BGB
Blackstone Strategic Credit Fund

Financial Services
-3K
- 54.55%
$11.96 - $12.62 $35.9K - $37.9K
2.5K $30K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-100
- 7.13%
$166.63 - $185.86 $16.7K - $18.6K
1.3K $217K
CRL
Charles River Laboratories International, Inc.

Healthcare
-19
- 2.01%
$150.52 - $190.14 $2.86K - $3.61K
927 $139K
PRU
Prudential Financial Inc

Financial Services
-172
- 8.02%
$105.04 - $122.33 $18.1K - $21K
1.97K $220K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-5
- 0.31%
$221.78 - $273.45 $1.11K - $1.37K
1.63K $370K
AIG
American International Group, Inc.

Financial Services
-1.23K
- 23.59%
$70.5 - $86.94 $86.6K - $107K
3.98K $345K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-4
- 0.01%
$35.21 - $37.69 $141 - $151
31.9K $1.14M
VTRS
Viatris Inc

Healthcare
-1.01K
- 15.35%
$8.68 - $12.42 $8.76K - $12.5K
5.57K $48K
NOVT
Novanta Inc

Technology
-200
- 10.25%
N/A
1.75K $276K
BLD
Top Build Corp

Industrials
-98
- 23.73%
$295.17 - $354.82 $28.9K - $34.8K
315 $96K
GTLS
Chart Industries Inc

Industrials
-159
- 82.38%
$141.99 - $218.35 $22.6K - $34.7K
34 $4K
RH
Rh

Consumer Cyclical
-1
- 0.49%
$216.63 - $454.52 $217 - $455
202 $47K
PRCT
Procept Bio Robotics Corp

Healthcare
-350
- 70.0%
$56.03 - $88.57 $19.6K - $31K
150 $8K
PLD
Prologis, Inc.

Real Estate
-517
- 11.94%
$103.59 - $124.04 $53.6K - $64.1K
3.81K $426K
ZBRA
Zebra Technologies Corp

Technology
-61
- 44.85%
$271.72 - $421.11 $16.6K - $25.7K
75 $21K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-886
- 7.38%
$58.32 - $65.09 $51.7K - $57.7K
11.1K $669K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.22K
- 80.62%
$25.54 - $27.64 $31.2K - $33.8K
294 $8K
MPWR
Monolithic Power Systems Inc

Technology
-39
- 5.52%
$565.7 - $720.25 $22.1K - $28.1K
667 $386K
RGA
Reinsurance Group Of America Inc

Financial Services
-142
- 69.95%
$186.01 - $231.1 $26.4K - $32.8K
61 $12K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-199
- 1.06%
$102.5 - $112.02 $20.4K - $22.3K
18.5K $1.92M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-877
- 3.68%
$51.52 - $52.37 $45.2K - $45.9K
22.9K $1.2M
WSM
Williams Sonoma Inc

Consumer Cyclical
-6
- 0.55%
$158.1 - $217.71 $949 - $1.31K
1.09K $172K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-350
- 80.46%
$77.0 - $93.47 $27K - $32.7K
85 $7K
AR
Antero Resources Corp

Energy
-863
- 96.1%
$33.64 - $41.42 $29K - $35.7K
35 $1K
ILMN
Illumina, Inc.

Healthcare
-51
- 10.85%
$79.34 - $144.22 $4.05K - $7.36K
419 $33K
INGR
Ingredion Inc

Consumer Defensive
-191
- 16.68%
$125.6 - $137.36 $24K - $26.2K
954 $128K
INDY
Ishares India 50 ETF

ETFs
-575
- 26.44%
$47.15 - $51.6 $27.1K - $29.7K
1.6K $81K
IWS
Ishares Russell Midcap Value E

ETFs
-100
- 2.01%
$122.59 - $135.24 $12.3K - $13.5K
4.89K $615K
RSSS
Research Solutions, Inc.

Technology
-5.35K
- 55.91%
$2.6 - $4.15 $13.9K - $22.2K
4.22K $10K
IDEV
Ishares Core Msci Intl Develop

ETFs
-842
- 12.91%
$63.77 - $71.36 $53.7K - $60.1K
5.68K $391K
MTD
Mettler Toledo International Inc

Healthcare
-14
- 5.76%
$1177.09 - $1390.0 $16.5K - $19.5K
229 $270K
CMI
Cummins Inc

Industrials
-10
- 1.44%
$312.92 - $386.07 $3.13K - $3.86K
684 $214K
JWN
Nordstrom Inc

Consumer Cyclical
-1.1K
- 52.38%
$24.01 - $24.46 $26.4K - $26.9K
1K $24K
CPB
Campbell Soup CO

Consumer Defensive
-584
- 41.54%
$37.29 - $42.04 $21.8K - $24.6K
822 $32K
BBY
Best Buy CO Inc

Consumer Cyclical
-173
- 16.44%
$70.3 - $91.1 $12.2K - $15.8K
879 $64K
NVAX
Novavax Inc

Healthcare
-3.1K
- 85.87%
$6.41 - $10.82 $19.9K - $33.5K
510 $3K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-389
- 21.72%
$36.64 - $45.76 $14.3K - $17.8K
1.4K $52K
ABC
Amerisourcebergen Corp

Healthcare
-140
- 1.11%
N/A
12.5K $2.31M
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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