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
WMB
Williams Companies, Inc.

Energy
-189
- 3.86%
$56.52 - $64.01 $10.7K - $12.1K
4.7K $297K
DMAR
First Tr Ex Tr Viii Cboe Vest
-412
- 6.52%
$39.59 - $40.77 $16.3K - $16.8K
5.9K $240K
DGX
Quest Diagnostics Inc

Healthcare
-69
- 6.82%
N/A
943 $129K
AVB
Avalonbay Communities Inc

Real Estate
-8
- 1.34%
$182.72 - $204.51 $1.46K - $1.64K
590 $113K
MGM
Mgm Resorts International

Consumer Cyclical
-237
- 26.81%
$34.18 - $39.77 $8.1K - $9.43K
647 $22K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-378
- 6.74%
$24.73 - $25.29 $9.35K - $9.56K
5.23K $131K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-38
- 30.89%
$138.59 - $171.12 $5.27K - $6.5K
85 $11K
NRZ
New Residential Investment Corp.

Real Estate
-1K
- 25.0%
N/A
3K $21K
HBAN
Huntington Bancshares Inc

Financial Services
-684
- 9.75%
$15.87 - $17.88 $10.9K - $12.2K
6.33K $109K
HSC
Harsco Corp

Industrials
-1K
- 47.87%
N/A
1.09K $7K
AMRK
A Mark Precious Metals, Inc.

Financial Services
-400
- 66.67%
$20.57 - $27.69 $8.23K - $11.1K
200 $5K
UAL
United Airlines Holdings, Inc.

Industrials
-549
- 20.92%
$80.05 - $109.36 $43.9K - $60K
2.08K $200K
THC
Tenet Healthcare Corp

Healthcare
-89
- 24.32%
$148.38 - $203.04 $13.2K - $18.1K
277 $56K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-148
- 80.43%
$60.44 - $84.2 $8.95K - $12.5K
36 $3K
CCI
Crown Castle International Corp

Real Estate
-31
- 5.18%
$92.96 - $113.91 $2.88K - $3.53K
568 $54K
TFLO
Ishares Treasury Floating Rate

ETFs
-113
- 0.43%
$50.45 - $50.65 $5.7K - $5.72K
26.4K $1.33M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-2.91K
- 3.14%
$7.98 - $8.29 $23.2K - $24.1K
89.8K $736K
A
Agilent Technologies, Inc.

Healthcare
-138
- 13.62%
$112.04 - $128.75 $15.5K - $17.8K
875 $112K
AVUV
American Centy ETF Tr Avantis

ETFs
-100
- 27.86%
$90.37 - $102.12 $9.04K - $10.2K
259 $25K
PJT
Pjt Partners Inc.

Financial Services
-50
- 49.02%
$165.08 - $188.27 $8.25K - $9.41K
52 $9K
ALC
Alcon Inc

Healthcare
-19
- 4.65%
$73.24 - $92.22 $1.39K - $1.75K
390 $29K
HZO
Marinemax Inc

Consumer Cyclical
-290
- 19.8%
$22.19 - $28.07 $6.44K - $8.14K
1.18K $29K
MKL
Markel Corp

Financial Services
-3
- 14.29%
$1898.34 - $2031.8 $5.7K - $6.1K
18 $34K
ORCC
Owl Rock Capital Corp

Financial Services
-546
- 16.08%
N/A
2.85K $38K
HRL
Hormel Foods Corp

Consumer Defensive
-179
- 49.18%
$24.31 - $31.54 $4.35K - $5.65K
185 $4K
DT
Dynatrace, Inc.

Technology
-47
- 6.53%
$46.04 - $56.64 $2.16K - $2.66K
673 $32K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-200
- 16.67%
$38.8 - $40.1 $7.76K - $8.02K
1K $40K
DNP
Dnp Select Income Fund Inc

Financial Services
-700
- 27.57%
$9.65 - $10.02 $6.76K - $7.01K
1.84K $18K
ECVT
Ecovyst Inc.

Basic Materials
-807
- 69.93%
$7.6 - $9.37 $6.13K - $7.56K
347 $3K
HLN
Haleon PLC

Healthcare
-31
- 0.81%
$8.72 - $10.35 $270 - $321
3.79K $33K
DXCM
Dexcom Inc

Healthcare
-9
- 3.25%
$66.46 - $89.53 $598 - $806
268 $18K
CRSP
Crispr Therapeutics Ag

Healthcare
-650
- 29.31%
$48.51 - $68.14 $31.5K - $44.3K
1.57K $101K
CVAC
Cure Vac N.V.

Healthcare
-1K
- 50.0%
$5.34 - $5.51 $5.34K - $5.51K
1K $5K
SLDP
Solid Power, Inc.

Industrials
-5K
- 52.63%
$2.2 - $5.37 $11K - $26.9K
4.5K $15K
MSEX
Middlesex Water CO

Utilities
-92
- 29.21%
$51.52 - $56.15 $4.74K - $5.17K
223 $12K
AGNC
Agnc Investment Corp.

Real Estate
-787
- 19.39%
$9.2 - $10.37 $7.24K - $8.16K
3.27K $32K
ABR
Arbor Realty Trust Inc

Real Estate
-493
- 64.78%
$10.7 - $12.21 $5.28K - $6.02K
268 $3K
ZION
Zions Bancorporation, National Association

Financial Services
-97
- 81.51%
$51.2 - $59.15 $4.97K - $5.74K
22 $1K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-125
- 10.34%
$38.52 - $39.39 $4.82K - $4.92K
1.08K $42K
FTGC
First Trust Global Tactical CO

ETFs
-233
- 24.15%
$24.67 - $26.32 $5.75K - $6.13K
732 $18K
STLD
Steel Dynamics Inc

Basic Materials
-49
- 22.69%
N/A
167 $16K
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
-568
- 58.08%
$12.68 - $19.34 $7.2K - $11K
410 $7K
JBHT
Hunt J B Transport Services Inc

Industrials
-34
- 72.34%
$130.65 - $154.66 $4.44K - $5.26K
13 $1K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-300
- 14.81%
$14.46 - $15.29 $4.34K - $4.59K
1.73K $25K
VSAT
Viasat Inc

Technology
-556
- 72.97%
$14.47 - $32.92 $8.05K - $18.3K
206 $6K
ZVIA
Zevia Pbc

Consumer Defensive
-1K
- 22.99%
$2.34 - $3.44 $2.34K - $3.44K
3.35K $9K
CACI
Caci International Inc

Technology
-12
- 2.73%
N/A
428 $183K
ERJ
Embraer S.A.

Industrials
-103
- 20.16%
$47.39 - $61.02 $4.88K - $6.29K
408 $24K
SSP
E.W. Scripps CO

Communication Services
-1.2K
- 70.11%
$2.46 - $4.15 $2.95K - $4.98K
512 $1K
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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