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
AAP
Advance Auto Parts Inc

Consumer Cyclical
-306
- 50.0%
$33.63 - $49.79 $10.3K - $15.2K
306 $11K
SCCO
Southern Copper Corp

Basic Materials
-200
- 38.39%
$85.92 - $101.48 $17.2K - $20.3K
321 $30K
UCO
Pro Shares Trust Ii

ETFs
-498
- 7.11%
$23.64 - $31.49 $11.8K - $15.7K
6.5K $175K
VIRT
Virtu Financial, Inc.

Financial Services
-501
- 38.19%
$34.19 - $40.96 $17.1K - $20.5K
811 $30K
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 0.27%
$176.3 - $209.96 $353 - $420
731 $128K
ENPH
Enphase Energy, Inc.

Technology
-235
- 82.75%
$52.87 - $73.51 $12.4K - $17.3K
49 $3K
NDAQ
Nasdaq, Inc.

Financial Services
-11
- 0.1%
$72.17 - $83.76 $794 - $921
11K $837K
INFU
Infu System Holdings, Inc

Healthcare
-1.39K
- 50.69%
$5.38 - $8.79 $7.49K - $12.2K
1.36K $7K
TSCO
Tractor Supply CO

Consumer Cyclical
-514
- 8.28%
$51.66 - $57.94 $26.6K - $29.8K
5.69K $313K
FHN
First Horizon Corp

Financial Services
-630
- 13.7%
$17.7 - $22.43 $11.2K - $14.1K
3.97K $77K
OZK
Bank Ozk

Financial Services
-310
- 91.18%
$41.71 - $53.1 $12.9K - $16.5K
30 $1K
ZOM
Zomedica Corp.

Healthcare
-6.53K
- 2.9%
$0.03 - $0.15 $196 - $980
218K $13K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2
- 0.22%
$173.56 - $210.67 $347 - $421
926 $160K
EW
Edwards Lifesciences Corp

Healthcare
-121
- 3.9%
$67.95 - $76.19 $8.22K - $9.22K
2.98K $215K
TER
Teradyne, Inc

Technology
-61
- 32.11%
$82.6 - $140.0 $5.04K - $8.54K
129 $10K
ALB
Albemarle Corp

Basic Materials
-45
- 6.26%
$69.95 - $97.49 $3.15K - $4.39K
674 $48K
SPSC
Sps Commerce Inc

Technology
-46
- 38.33%
$123.05 - $197.4 $5.66K - $9.08K
74 $9K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-184
- 10.82%
$58.09 - $67.05 $10.7K - $12.3K
1.52K $91K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-800
- 80.0%
$17.15 - $21.07 $13.7K - $16.9K
200 $4K
PCEF
Invesco Cef Income Composite E

ETFs
-657
- 72.44%
$18.8 - $19.89 $12.4K - $13.1K
250 $4K
BUG
Global X Fds Cybersecurity ETF

ETFs
-574
- 2.26%
$31.56 - $36.78 $18.1K - $21.1K
24.8K $802K
JHMM
John Hancock Multifactor Mid C

ETFs
-113
- 4.28%
$55.69 - $63.12 $6.29K - $7.13K
2.53K $144K
GNRC
Generac Holdings Inc.

Industrials
-45
- 17.86%
$126.65 - $164.06 $5.7K - $7.38K
207 $26K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.55%
$37.33 - $45.03 $821 - $991
3.97K $151K
TIPT
Tiptree Inc.

Financial Services
-681
- 55.82%
$18.78 - $24.99 $12.8K - $17K
539 $12K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-28
- 44.44%
$243.0 - $367.0 $6.8K - $10.3K
35 $8K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-132
- 2.52%
$46.06 - $49.24 $6.08K - $6.5K
5.12K $238K
HST
Host Hotels & Resorts, Inc.

Real Estate
-97
- 3.12%
$14.21 - $17.45 $1.38K - $1.69K
3.01K $42K
HZO
Marinemax Inc

Consumer Cyclical
-51
- 3.44%
$21.5 - $32.37 $1.1K - $1.65K
1.43K $30K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-146
- 2.14%
$62.72 - $71.92 $9.16K - $10.5K
6.67K $420K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-115
- 1.77%
$41.28 - $44.23 $4.75K - $5.09K
6.38K $266K
ADM
Archer Daniels Midland CO

Consumer Defensive
-145
- 7.63%
$45.22 - $52.17 $6.56K - $7.56K
1.76K $84K
SEDG
Solaredge Technologies, Inc.

Technology
-900
- 69.5%
$12.96 - $19.63 $11.7K - $17.7K
395 $6K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-21
- 2.82%
$48.65 - $66.04 $1.02K - $1.39K
723 $38K
ITT
Itt Inc.

Industrials
-67
- 33.17%
$128.71 - $153.88 $8.62K - $10.3K
135 $17K
SNEX
Stone X Group Inc.

Financial Services
-77
- 34.22%
$76.12 - $126.89 $5.86K - $9.77K
148 $11K
STT
State Street Corp

Financial Services
-1
- 0.08%
$84.47 - $102.23 $84.5 - $102
1.31K $117K
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
-410
- 29.54%
$9.88 - $16.1 $4.05K - $6.6K
978 $9K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-400
- 2.04%
$23.32 - $23.84 $9.33K - $9.54K
19.2K $449K
AIVI
Kemiao Garment Holding Group

ETFs
-527
- 19.3%
$38.61 - $44.96 $20.3K - $23.7K
2.2K $96K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-1.5K
- 78.54%
$7.41 - $7.64 $11.1K - $11.4K
409 $3K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-576
- 2.22%
$18.54 - $18.88 $10.7K - $10.9K
25.4K $474K
EWY
Ishares Inc Msci South Korea E

ETFs
-235
- 48.45%
$51.16 - $58.46 $12K - $13.7K
250 $13K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-144
- 6.21%
$105.1 - $109.61 $15.1K - $15.8K
2.17K $236K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-162
- 46.82%
$50.35 - $66.84 $8.16K - $10.8K
184 $9K
XYL
Xylem Inc.

Industrials
-87
- 23.97%
$114.02 - $132.04 $9.92K - $11.5K
276 $32K
VNT
Vontier Corp

Technology
-126
- 7.61%
$32.1 - $40.32 $4.04K - $5.08K
1.53K $50K
PKE
Park Aerospace Corp

Industrials
-677
- 55.9%
$13.25 - $15.32 $8.97K - $10.4K
534 $7K
VMD
Viemed Healthcare, Inc.

Healthcare
-1.25K
- 55.91%
$7.2 - $8.43 $9.03K - $10.6K
989 $7K
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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