Spire Wealth Management Sells in Q3 2025

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-767
- 6.5%
$300.7 - $455.9 $231K - $350K
11K $3.56M
MPC
Marathon Petroleum Corp

Energy
-7.67K
- 77.01%
$158.59 - $198.69 $1.22M - $1.52M
2.29K $440K
SHV
Ishares Tr

ETFs
-10.6K
- 24.85%
$110.06 - $110.49 $1.16M - $1.17M
31.9K $3.53M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.2K
- 47.0%
$91.44 - $91.77 $1.12M - $1.12M
13.8K $1.26M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-29K
- 41.57%
$40.28 - $42.14 $1.17M - $1.22M
40.7K $1.72M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-34K
- 41.17%
$34.26 - $35.77 $1.16M - $1.21M
48.5K $1.74M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-27.5K
- 39.51%
$41.73 - $43.77 $1.15M - $1.21M
42.1K $1.84M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4.2K
- 84.91%
$159.87 - $247.68 $672K - $1.04M
747 $132K
AXON
Axon Enterprise, Inc.

Industrials
-46
- 0.51%
$698.02 - $870.97 $32.1K - $40.1K
8.9K $6.39M
XLY
Select Sector Spdr Consumer Di

ETFs
-5.45K
- 38.0%
$216.09 - $242.18 $1.18M - $1.32M
8.89K $2.13M
SYK
Stryker Corp

Healthcare
-2.25K
- 76.26%
$368.57 - $403.53 $830K - $909K
701 $259K
SAP
Sap Se

Technology
-2.75K
- 79.79%
$252.42 - $311.93 $695K - $858K
697 $186K
TMUS
T Mobile Us, Inc.

Communication Services
-3.6K
- 71.18%
$226.02 - $259.01 $813K - $931K
1.46K $348K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.6K
- 56.89%
$72.57 - $74.72 $844K - $869K
8.82K $655K
QCOM
Qualcomm Inc

Technology
-5.26K
- 51.69%
$145.84 - $173.55 $767K - $913K
4.92K $817K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.6K
- 8.64%
$459.11 - $506.91 $1.19M - $1.32M
27.4K $13.8M
ABC
Amerisourcebergen Corp

Healthcare
-4.24K
- 70.3%
N/A
1.79K $331K
KLAC
Kla Corp

Technology
-2.99K
- 22.22%
$843.9 - $1078.6 $2.52M - $3.23M
10.5K $11.3M
IEMG
Ishares Inc

ETFs
-14K
- 5.21%
N/A
256K $13.7M
V
Visa Inc.

Financial Services
-496
- 1.22%
$332.09 - $358.86 $165K - $178K
40.2K $13.7M
WCN
Waste Connections, Inc.

Industrials
-3.63K
- 57.55%
$171.32 - $191.84 $621K - $696K
2.68K $470K
MRVL
Marvell Technology, Inc.

Technology
-9.71K
- 51.82%
$62.31 - $84.07 $605K - $816K
9.03K $758K
ADP
Automatic Data Processing Inc

Industrials
-2.09K
- 53.25%
$288.69 - $310.94 $603K - $649K
1.83K $537K
EQIX
Equinix Inc

Real Estate
-775
- 86.5%
$756.7 - $811.13 $586K - $629K
121 $94K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.5K
- 12.42%
$38.58 - $58.24 $135K - $204K
24.7K $967K
CHWY
Chewy, Inc.

Consumer Cyclical
-14.3K
- 96.29%
$34.27 - $42.33 $489K - $604K
549 $22K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-13.4K
- 20.46%
$53.81 - $57.52 $720K - $770K
52K $2.99M
LLY
Eli Lilly & CO

Healthcare
-138
- 0.51%
$625.65 - $812.69 $86.3K - $112K
27.1K $20.7M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-9.35K
- 79.85%
$56.98 - $61.66 $533K - $577K
2.36K $144K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-24.6K
- 29.83%
$21.89 - $23.17 $537K - $569K
57.8K $1.33M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.88K
- 74.37%
$72.01 - $74.44 $495K - $512K
2.37K $174K
SBUX
Starbucks Corp

Consumer Cyclical
-3.59K
- 13.13%
$81.9 - $96.86 $294K - $348K
23.8K $2.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.2K
- 9.27%
$62.09 - $66.51 $880K - $943K
139K $9.05M
NVO
Novo Nordisk A S

Healthcare
-5.32K
- 54.69%
$45.38 - $71.7 $241K - $381K
4.41K $244K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-10.9K
- 25.42%
$44.63 - $46.82 $487K - $511K
32K $1.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.92K
- 9.46%
$59.81 - $60.11 $414K - $416K
66.2K $3.97M
SPG
Simon Property Group Inc

Real Estate
-2.93K
- 48.72%
$159.93 - $187.67 $469K - $550K
3.08K $578K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-12.7K
- 23.99%
$36.37 - $38.37 $464K - $489K
40.4K $1.55M
OKTA
Okta, Inc.

Technology
-3.67K
- 90.47%
$88.51 - $101.1 $324K - $371K
386 $35K
CRVL
Corvel Corp

Financial Services
-3.24K
- 76.62%
$77.22 - $104.34 $250K - $338K
987 $76K
ROP
Roper Technologies Inc

Industrials
-614
- 99.03%
$495.03 - $573.0 $304K - $352K
6 $2K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-11.2K
- 17.25%
$37.58 - $39.01 $423K - $439K
53.9K $2.1M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-9.8K
- 16.73%
$44.57 - $46.53 $437K - $456K
48.8K $2.27M
IXJ
Ishares Global Healthcare ETF

ETFs
-4.11K
- 23.81%
$82.73 - $89.14 $340K - $367K
13.2K $1.17M
KO
Coca Cola CO

Consumer Defensive
-2.81K
- 10.84%
$65.67 - $71.67 $184K - $201K
23.1K $1.53M
VHT
Vanguard Health Care ETF

ETFs
-1.29K
- 40.37%
$239.12 - $259.95 $309K - $336K
1.91K $495K
ABT
Abbott Laboratories

Healthcare
-2.07K
- 24.3%
$120.51 - $136.62 $249K - $283K
6.45K $863K
ROKU
Roku, Inc

Communication Services
-3.16K
- 97.98%
$79.98 - $101.78 $253K - $321K
65 $6K
WDAY
Workday, Inc.

Technology
-1.16K
- 48.71%
$213.69 - $247.69 $247K - $286K
1.22K $292K
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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