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
GGG
Graco Inc

Industrials
-295
- 24.02%
$80.53 - $87.54 $23.8K - $25.8K
933 $77K
CSGP
Costar Group, Inc.

Real Estate
-431
- 38.69%
$69.29 - $80.37 $29.9K - $34.6K
683 $54K
BNO
United States Brent Oil Fund, LP

ETFs
-825
- 90.76%
$28.58 - $33.35 $23.6K - $27.5K
84 $2K
YMAR
First Tr Ex Tr Viii Cboe Vest
-1.46K
- 17.06%
$22.77 - $24.61 $33.3K - $36K
7.11K $170K
PCAR
Paccar Inc

Industrials
-191
- 21.04%
$96.91 - $112.51 $18.5K - $21.5K
717 $69K
DG
Dollar General Corp

Consumer Defensive
-435
- 38.94%
$68.44 - $87.93 $29.8K - $38.2K
682 $59K
D
Dominion Energy, Inc

Utilities
-1.43K
- 5.75%
$52.85 - $57.43 $75.5K - $82.1K
23.4K $1.31M
LUMN
Lumen Technologies, Inc.

Communication Services
-3.74K
- 53.14%
$3.92 - $5.92 $14.7K - $22.2K
3.3K $12K
IONQ
Ion Q, Inc.

Technology
-272
- 28.27%
$18.27 - $51.07 $4.97K - $13.9K
690 $15K
STLA
Stellantis N.V.

Consumer Cyclical
-1.21K
- 22.89%
$11.21 - $14.21 $13.6K - $17.2K
4.08K $45K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.2K
- 23.7%
$21.23 - $22.14 $25.6K - $26.7K
3.88K $85K
PARA
Paramount Global

Communication Services
-2.34K
- 87.29%
$10.16 - $12.14 $23.8K - $28.4K
341 $4K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-550
- 46.14%
$42.93 - $44.71 $23.6K - $24.6K
642 $28K
CLVT
Clarivate PLC

Technology
-3.68K
- 51.02%
$3.93 - $5.66 $14.5K - $20.8K
3.53K $13K
NLOK
Norton Life Lock Inc.

Technology
-1.02K
- 94.17%
N/A
63 $1K
RUN
Sunrun Inc.

Technology
-2.2K
- 81.48%
$5.86 - $11.37 $12.9K - $25K
500 $2K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-69
- 5.48%
$73.28 - $92.15 $5.06K - $6.36K
1.19K $87K
ECVT
Ecovyst Inc.

Basic Materials
-2.51K
- 55.78%
$6.2 - $8.42 $15.5K - $21.1K
1.99K $12K
DFS
Discover Financial Services

Financial Services
-86
- 3.08%
$152.99 - $203.25 $13.2K - $17.5K
2.7K $461K
PSN
Parsons Corp

Industrials
-198
- 62.46%
$55.35 - $96.44 $11K - $19.1K
119 $7K
VMC
Vulcan Materials CO

Basic Materials
-4
- 0.48%
$220.9 - $277.54 $884 - $1.11K
836 $195K
CGXU
Capital Group Intl Focus Equit

ETFs
-493
- 0.99%
$24.48 - $26.59 $12.1K - $13.1K
49.1K $1.2M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-408
- 38.49%
$36.88 - $49.3 $15K - $20.1K
652 $24K
CRSP
Crispr Therapeutics Ag

Healthcare
-300
- 15.23%
$34.03 - $53.02 $10.2K - $15.9K
1.67K $56K
WTM
White Mountains Insurance Group LTD

Financial Services
-11
- 57.89%
$1818.58 - $1983.07 $20K - $21.8K
8 $15K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-452
- 48.55%
$45.66 - $47.41 $20.6K - $21.4K
479 $22K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-452
- 13.92%
$52.16 - $56.68 $23.6K - $25.6K
2.8K $155K
EIX
Edison International

Utilities
-74
- 9.49%
$50.06 - $80.01 $3.7K - $5.92K
706 $41K
SMIN
Ishares Msci India Small Cap I

ETFs
-100
- 6.25%
$61.54 - $77.16 $6.15K - $7.72K
1.5K $102K
THC
Tenet Healthcare Corp

Healthcare
-185
- 33.15%
$119.51 - $144.98 $22.1K - $26.8K
373 $50K
FSLR
First Solar, Inc.

Technology
-72
- 32.58%
$126.34 - $197.73 $9.1K - $14.2K
149 $18K
CMP
Compass Minerals International Inc

Basic Materials
-1.56K
- 54.71%
$9.29 - $14.21 $14.5K - $22.2K
1.29K $12K
CIEN
Ciena Corp

Technology
-230
- 81.56%
$60.43 - $98.18 $13.9K - $22.6K
52 $3K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-859
- 32.7%
$21.79 - $23.09 $18.7K - $19.8K
1.77K $38K
SNOW
Snowflake Inc.

Technology
-89
- 10.43%
$146.16 - $192.78 $13K - $17.2K
764 $111K
TRU
Trans Union

Industrials
-23
- 1.26%
$80.45 - $100.25 $1.85K - $2.31K
1.8K $149K
DBA
Invesco Db Agriculture Fund

ETFs
-300
- 0.64%
$26.05 - $28.38 $7.82K - $8.51K
46.2K $1.22M
IAC
Iac/Inter Active Corp

Communication Services
-493
- 52.95%
$41.0 - $50.0 $20.2K - $24.7K
438 $20K
TOST
Toast, Inc.

Technology
-450
- 37.5%
$32.61 - $41.98 $14.7K - $18.9K
750 $24K
ENTG
Entegris Inc

Technology
-4
- 0.24%
$87.48 - $109.53 $350 - $438
1.67K $146K
UTG
Reaves Utility Income Fund

Financial Services
-700
- 12.92%
$31.08 - $34.42 $21.8K - $24.1K
4.72K $153K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-67
- 77.01%
$246.3 - $299.62 $16.5K - $20.1K
20 $5K
RDVT
Red Violet, Inc.

Technology
-489
- 70.36%
$33.88 - $43.16 $16.6K - $21.1K
206 $7K
CVE
Cenovus Energy Inc.

Energy
-1K
- 29.99%
$12.24 - $15.63 $12.2K - $15.6K
2.34K $32K
EWJ
Ishares Msci Japan ETF

ETFs
-500
- 4.5%
$65.24 - $71.7 $32.6K - $35.9K
10.6K $727K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-219
- 23.65%
$67.03 - $74.61 $14.7K - $16.3K
707 $48K
RPRX
Royalty Pharma PLC

Healthcare
-954
- 44.39%
$25.75 - $33.86 $24.6K - $32.3K
1.2K $37K
PCG
Pg&E Corp

Utilities
-682
- 34.44%
$15.16 - $20.4 $10.3K - $13.9K
1.3K $22K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-322
- 31.76%
$73.71 - $87.55 $23.7K - $28.2K
692 $60K
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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