Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-112K
- 22.46%
$172.42 - $223.89 $19.4M - $25.2M
388K $79.6M
VGSH
Vanguard

ETFs
-392K
- 57.6%
$58.32 - $58.95 $22.9M - $23.1M
289K $17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-447K
- 20.92%
$50.36 - $50.68 $22.5M - $22.7M
1.69M $85.7M
UNH
Unitedhealth Group Inc

Healthcare
-14.6K
- 46.84%
$274.35 - $599.47 $4.01M - $8.76M
16.6K $5.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
-25.3K
- 28.13%
$496.48 - $617.85 $12.6M - $15.6M
64.6K $39.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-38.3K
- 15.56%
$498.8 - $620.9 $19.1M - $23.8M
208K $129M
PWR
Quanta Services, Inc.

Industrials
-35K
- 98.54%
$239.47 - $381.26 $8.38M - $13.3M
519 $196K
V
Visa Inc.

Financial Services
-21.6K
- 34.7%
$308.27 - $373.31 $6.66M - $8.07M
40.7K $14.4M
COST
Costco Wholesale Corp

Consumer Defensive
-8.56K
- 24.54%
$908.13 - $1056.85 $7.77M - $9.05M
26.3K $26.1M
XLV
Select Sector Spdr Fund Health

ETFs
-35.7K
- 19.44%
$128.77 - $144.3 $4.6M - $5.16M
148K $20M
LLY
Eli Lilly & CO

Healthcare
-6.53K
- 19.32%
$713.71 - $898.95 $4.66M - $5.87M
27.3K $21.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16.5K
- 31.95%
$456.74 - $568.03 $7.55M - $9.39M
35.2K $20M
CPRT
Copart Inc

Consumer Cyclical
-113K
- 96.05%
$47.72 - $63.84 $5.38M - $7.2M
4.64K $227K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9.4K
- 23.85%
$483.48 - $539.8 $4.55M - $5.08M
30K $14.6M
ACN
Accenture PLC

Technology
-19.2K
- 97.98%
$279.23 - $323.21 $5.36M - $6.2M
395 $118K
XLF
Financial Sector Spdr

ETFs
-153K
- 18.62%
$43.92 - $52.37 $6.72M - $8.01M
669K $35M
IVE
Ishares S&P 500 Value ETF

ETFs
-33.3K
- 20.63%
$168.34 - $195.42 $5.6M - $6.5M
128K $25M
XOM
Exxon Mobil Corp

Energy
-39.2K
- 32.3%
$99.93 - $119.04 $3.92M - $4.67M
82.2K $8.87M
SCHW
Schwab Charles Corp

Financial Services
-79.2K
- 57.59%
$69.06 - $91.24 $5.47M - $7.23M
58.3K $5.32M
BK
Bank Of New York Mellon Corp

Financial Services
-63K
- 95.34%
$73.31 - $91.62 $4.62M - $5.77M
3.08K $280K
JPM
Jpmorgan Chase & CO

Financial Services
-32.6K
- 32.92%
$210.28 - $289.91 $6.86M - $9.46M
66.5K $19.3M
LNG
Cheniere Energy, Inc.

Energy
-21.4K
- 92.5%
$197.25 - $244.33 $4.22M - $5.22M
1.73K $422K
PG
Procter & Gamble CO

Consumer Defensive
-25.7K
- 36.37%
$157.66 - $172.39 $4.05M - $4.43M
45K $7.17M
MSI
Motorola Solutions, Inc.

Technology
-11.1K
- 94.17%
$394.72 - $440.39 $4.38M - $4.88M
687 $288K
AMGN
Amgen Inc

Healthcare
-15.1K
- 82.04%
$262.28 - $309.85 $3.95M - $4.66M
3.29K $919K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-57.8K
- 99.92%
$67.02 - $83.8 $3.87M - $4.84M
44 $3K
MDT
Medtronic PLC

Healthcare
-50.6K
- 93.85%
$80.68 - $88.86 $4.09M - $4.5M
3.32K $289K
CVS
Cvs Health Corp

Healthcare
-64.6K
- 89.29%
$60.04 - $70.18 $3.88M - $4.53M
7.75K $534K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-24.3K
- 62.01%
$179.95 - $278.88 $4.37M - $6.77M
14.9K $4.15M
MCK
Mckesson Corp

Healthcare
-7.05K
- 37.4%
$652.83 - $732.78 $4.6M - $5.16M
11.8K $8.64M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-67.2K
- 47.87%
$59.8 - $60.07 $4.02M - $4.03M
73.2K $4.38M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7.28K
- 39.18%
$421.16 - $509.5 $3.07M - $3.71M
11.3K $5.03M
VGT
Vanguard Information Technolog

ETFs
-27.5K
- 23.24%
$470.37 - $663.28 $12.9M - $18.2M
90.7K $60.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-40.6K
- 32.51%
$83.97 - $92.85 $3.41M - $3.77M
84.2K $7.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-40.5K
- 12.08%
$96.84 - $99.46 $3.92M - $4.03M
295K $29.2M
PEP
Pepsico Inc

Consumer Defensive
-24.7K
- 75.06%
$128.02 - $151.37 $3.17M - $3.75M
8.22K $1.09M
NEE
Nextera Energy Inc

Utilities
-51K
- 34.02%
$64.11 - $75.0 $3.27M - $3.82M
98.9K $6.86M
MA
Mastercard Inc

Financial Services
-7.64K
- 19.77%
$479.92 - $590.74 $3.67M - $4.51M
31K $17.4M
IEMG
Ishares Inc

ETFs
-68.4K
- 20.22%
N/A
270K $14.5M
HTRB
Hartford Fds Total Return Bd E

ETFs
-98.1K
- 12.74%
$33.14 - $34.12 $3.25M - $3.35M
672K $22.8M
GTO
Invesco Actively Managed ETF T

ETFs
-70K
- 12.48%
$45.73 - $47.2 $3.2M - $3.31M
491K $23M
HD
Home Depot, Inc.

Consumer Cyclical
-8.92K
- 23.5%
$335.24 - $380.78 $2.99M - $3.4M
29K $10.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-72.5K
- 12.39%
$44.68 - $45.96 $3.24M - $3.33M
512K $23.4M
SPGI
S&P Global Inc.

Financial Services
-6.73K
- 35.62%
$438.31 - $527.29 $2.95M - $3.55M
12.2K $6.41M
ABBV
Abb Vie Inc.

Healthcare
-13.5K
- 53.39%
$170.16 - $206.27 $2.3M - $2.79M
11.8K $2.19M
SOXL
Direxion Daily Semiconductor B

ETFs
-195K
- 99.02%
$8.25 - $25.2 $1.61M - $4.92M
1.92K $48K
SLV
I Shares Silver Trust

ETFs
-99.5K
- 87.99%
$27.08 - $33.74 $2.7M - $3.36M
13.6K $445K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-12.2K
- 79.47%
$212.1 - $244.27 $2.59M - $2.98M
3.15K $688K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-99.3K
- 34.24%
$24.32 - $27.87 $2.41M - $2.77M
191K $5.05M
Activity Summary
Buys All Purchases 682 New Holdings 151 Increased Positions 531 Sells All Sells 1172 Reductions 1172 Sold out 0 Options Calls 0 Puts 0
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