Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALB
Albemarle Corp

Basic Materials
-224
- 33.23%
$50.76 - $72.25 $11.4K - $16.2K
450 $28K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-300
- 75.0%
$61.08 - $74.04 $18.3K - $22.2K
100 $7K
MAR
Marriott International Inc

Consumer Cyclical
-5.87K
- 12.97%
$211.12 - $274.14 $1.24M - $1.61M
39.4K $10.8M
DVN
Devon Energy Corp

Energy
-22
- 0.67%
$26.8 - $37.92 $590 - $834
3.26K $103K
BBY
Best Buy CO Inc

Consumer Cyclical
-195
- 22.18%
$56.17 - $75.73 $11K - $14.8K
684 $45K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-853
- 27.14%
N/A
2.29K $51K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-3.07K
- 8.1%
$41.56 - $49.04 $128K - $151K
34.9K $1.71M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-761
- 8.34%
$25.27 - $27.14 $19.2K - $20.7K
8.36K $226K
IQV
Iqvia Holdings Inc.

Healthcare
-27
- 3.69%
$137.0 - $174.37 $3.7K - $4.71K
704 $110K
RPM
Rpm International Inc

Basic Materials
-102
- 9.26%
$96.97 - $117.58 $9.89K - $12K
1K $109K
OGE
Oge Energy Corp.

Utilities
-389
- 79.39%
$42.23 - $46.38 $16.4K - $18K
101 $4K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-171
- 82.21%
$99.97 - $129.69 $17.1K - $22.2K
37 $3K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-713
- 7.58%
$27.29 - $29.28 $19.5K - $20.9K
8.69K $254K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-300
- 19.79%
$53.93 - $61.5 $16.2K - $18.5K
1.22K $74K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-215
- 47.05%
$78.98 - $90.1 $17K - $19.4K
242 $21K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-3.43K
- 6.48%
$36.26 - $40.45 $124K - $139K
49.5K $2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-283
- 5.63%
$103.88 - $123.68 $29.4K - $35K
4.75K $586K
ADM
Archer Daniels Midland CO

Consumer Defensive
-450
- 25.63%
$41.79 - $54.16 $18.8K - $24.4K
1.31K $68K
TTWO
Take Two Interactive Software Inc

Communication Services
-105
- 38.6%
$194.58 - $243.05 $20.4K - $25.5K
167 $40K
IAT
Ishares Tr

ETFs
-384
- 34.63%
$39.71 - $49.55 $15.2K - $19K
725 $35K
EXPO
Exponent Inc

Industrials
-187
- 64.04%
$72.88 - $81.75 $13.6K - $15.3K
105 $7K
PTC
Ptc Inc.

Technology
-105
- 84.68%
$136.74 - $173.24 $14.4K - $18.2K
19 $3K
GTY
Getty Realty Corp

Real Estate
-500
- 86.36%
$27.38 - $30.93 $13.7K - $15.5K
79 $2K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.26K
- 8.39%
$33.46 - $38.01 $42K - $47.7K
13.7K $520K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.71K
- 9.61%
$22.92 - $28.05 $39.1K - $47.9K
16.1K $450K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-900
- 13.99%
$12.24 - $13.88 $11K - $12.5K
5.53K $74K
ANDE
Andersons, Inc.

Consumer Defensive
-268
- 32.37%
$31.51 - $43.57 $8.44K - $11.7K
560 $20K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-125
- 77.16%
$110.2 - $126.21 $13.8K - $15.8K
37 $4K
AA
Alcoa Corp

Basic Materials
-500
- 78.13%
$22.57 - $30.84 $11.3K - $15.4K
140 $4K
SKM
Sk Telecom CO LTD

Communication Services
-717
- 86.8%
$20.0 - $23.35 $14.3K - $16.7K
109 $2K
PDD
Pinduoduo Inc.

Consumer Cyclical
-125
- 85.62%
$88.35 - $122.19 $11K - $15.3K
21 $2K
FEMS
First Trust Emerging Markets S

ETFs
-772
- 15.72%
$32.56 - $40.98 $25.1K - $31.6K
4.14K $168K
STEP
Step Stone Group Inc.

Financial Services
-300
- 37.5%
$42.46 - $60.26 $12.7K - $18.1K
500 $27K
DXCM
Dexcom Inc

Healthcare
-286
- 50.8%
$59.83 - $87.57 $17.1K - $25K
277 $24K
EFX
Equifax Inc

Industrials
-62
- 46.97%
$205.5 - $280.54 $12.7K - $17.4K
70 $18K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-180
- 66.18%
$75.29 - $91.16 $13.6K - $16.4K
92 $8K
BOX
Box Inc

Technology
-446
- 79.93%
$28.42 - $38.55 $12.7K - $17.2K
112 $3K
TROW
Price T Rowe Group Inc

Financial Services
-178
- 20.6%
$80.27 - $98.06 $14.3K - $17.5K
686 $66K
CCI
Crown Castle International Corp

Real Estate
-118
- 16.46%
$94.83 - $107.06 $11.2K - $12.6K
599 $61K
PKOH
Park Ohio Holdings Corp

Industrials
-142
- 5.0%
$16.88 - $22.1 $2.4K - $3.14K
2.7K $48K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
-2.31K
- 53.79%
$8.04 - $12.35 $18.5K - $28.5K
1.98K $24K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
-975
- 60.0%
$10.2 - $13.1 $9.95K - $12.8K
650 $6K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-378
- 73.83%
$35.3 - $37.51 $13.3K - $14.2K
134 $5K
IVZ
Invesco Ltd.

Financial Services
-811
- 93.54%
$12.14 - $15.77 $9.85K - $12.8K
56 $0
SU
Suncor Energy Inc

Energy
-9
- 0.1%
$31.54 - $41.04 $284 - $369
9.22K $345K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-142
- 26.1%
$90.5 - $114.3 $12.9K - $16.2K
402 $45K
AGI
Alamos Gold Inc

Basic Materials
-434
- 24.3%
$23.81 - $30.33 $10.3K - $13.2K
1.35K $35K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-89
- 40.45%
$160.22 - $209.35 $14.3K - $18.6K
131 $27K
DOX
Amdocs LTD

Technology
-132
- 39.76%
$80.46 - $94.08 $10.6K - $12.4K
200 $18K
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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