Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NDAQ
Nasdaq, Inc.

Financial Services
-7.65K
- 69.35%
$66.4 - $89.42 $508K - $684K
3.38K $302K
UBER
Uber Technologies, Inc

Technology
-49.7K
- 24.68%
$64.62 - $93.3 $3.21M - $4.64M
152K $14.1M
CMCSA
Comcast Corp

Communication Services
-13.4K
- 40.02%
$32.84 - $36.72 $439K - $491K
20K $715K
CI
Cigna Corp

Healthcare
-1.56K
- 32.92%
$301.89 - $340.04 $470K - $529K
3.17K $1.05M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.96K
- 9.32%
$82.21 - $83.12 $490K - $496K
58K $4.81M
MGC
Vanguard Mega Cap ETF

ETFs
-2.5K
- 65.79%
$179.23 - $224.92 $448K - $562K
1.3K $292K
FNV
Franco Nevada Corp

Basic Materials
-3.01K
- 87.79%
$143.04 - $178.17 $431K - $537K
419 $68K
ECL
Ecolab Inc.

Basic Materials
-2.06K
- 37.07%
$225.65 - $270.95 $464K - $558K
3.49K $941K
AEE
Ameren Corp

Utilities
-4.62K
- 94.5%
$94.23 - $101.68 $436K - $470K
269 $25K
GE
General Electric CO

Industrials
-4.68K
- 36.2%
$166.81 - $257.39 $781K - $1.2M
8.25K $2.12M
VRSK
Verisk Analytics, Inc.

Industrials
-1.57K
- 68.29%
$277.03 - $321.33 $435K - $505K
730 $227K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.08K
- 9.48%
$77.74 - $78.78 $473K - $479K
58K $4.57M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.15K
- 40.58%
$310.86 - $348.77 $359K - $402K
1.69K $541K
PKI
Perkinelmer Inc

Healthcare
-3.6K
- 99.39%
N/A
22 $2K
PM
Philip Morris International Inc.

Consumer Defensive
-4.63K
- 26.42%
$149.23 - $184.95 $691K - $856K
12.9K $2.35M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8.31K
- 36.25%
$51.68 - $52.76 $430K - $439K
14.6K $771K
WSBC
Wesbanco Inc

Financial Services
-13.7K
- 99.84%
$26.79 - $32.33 $367K - $442K
22 $0
DHR
Danaher Corp

Healthcare
-1.94K
- 43.8%
$174.64 - $205.16 $338K - $397K
2.49K $490K
BDX
Becton Dickinson & CO

Healthcare
-1.61K
- 66.25%
$165.15 - $226.42 $265K - $364K
818 $140K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-15.4K
- 89.36%
$23.55 - $27.67 $362K - $425K
1.83K $50K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-6K
- 95.24%
$60.21 - $75.37 $361K - $452K
300 $22K
FVD
First Tr Value Line Divid Inde

ETFs
-9.1K
- 18.87%
$40.62 - $45.12 $370K - $411K
39.1K $1.75M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-5.11K
- 29.21%
$69.8 - $85.28 $357K - $436K
12.4K $1.03M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.19K
- 35.78%
$79.79 - $91.42 $334K - $383K
7.51K $668K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-7.05K
- 98.46%
$46.76 - $57.2 $329K - $403K
110 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-20.7K
- 40.34%
$19.6 - $24.44 $405K - $505K
30.6K $747K
SOXX
Ishares Semiconductor ETF

ETFs
-4.7K
- 32.03%
$154.86 - $239.07 $727K - $1.12M
9.97K $2.38M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.5K
- 25.03%
$22.54 - $23.17 $372K - $383K
49.5K $1.14M
AVY
Avery Dennison Corp

Industrials
-2.1K
- 95.64%
$159.58 - $183.97 $336K - $387K
96 $16K
YUM
Yum Brands Inc

Consumer Cyclical
-2.2K
- 43.21%
$138.36 - $161.45 $305K - $355K
2.89K $428K
EQIX
Equinix Inc

Real Estate
-428
- 32.33%
$740.07 - $914.43 $317K - $391K
896 $712K
D
Dominion Energy, Inc

Utilities
-6.59K
- 28.14%
$49.66 - $58.0 $327K - $382K
16.8K $950K
FDS
Factset Research Systems Inc

Financial Services
-793
- 92.32%
$398.85 - $473.32 $316K - $375K
66 $29K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-17.9K
- 16.72%
$26.18 - $30.91 $468K - $552K
88.9K $2.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-10.1K
- 35.58%
$41.45 - $54.46 $419K - $551K
18.3K $953K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.11K
- 22.28%
$114.78 - $133.31 $356K - $414K
10.8K $1.44M
CRM
Salesforce, Inc.

Technology
-1.5K
- 11.0%
$236.26 - $291.15 $355K - $437K
12.1K $3.31M
EOG
Eog Resources Inc

Energy
-2.43K
- 36.69%
$104.61 - $129.97 $254K - $315K
4.19K $500K
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.12K
- 47.36%
$248.61 - $294.96 $279K - $331K
1.25K $351K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-17.1K
- 64.74%
$19.1 - $23.83 $327K - $408K
9.33K $222K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.01K
- 61.65%
$149.76 - $186.42 $301K - $374K
1.25K $232K
AMT
American Tower Corp

Real Estate
-1.6K
- 37.27%
$203.96 - $228.19 $327K - $366K
2.7K $596K
JD
Jd.Com, Inc.

Consumer Cyclical
-8.02K
- 89.27%
$31.44 - $41.32 $252K - $331K
964 $31K
XLB
Select Sector Spdr Fd Material

ETFs
-4.25K
- 21.66%
$74.27 - $88.92 $316K - $378K
15.4K $1.35M
L
Loews Corp

Financial Services
-3.62K
- 77.89%
$80.89 - $92.09 $292K - $333K
1.03K $94K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.77K
- 56.66%
$50.08 - $63.14 $339K - $427K
5.18K $327K
VLUE
Ishares Msci Usa Value Factor

ETFs
-3.11K
- 88.71%
$93.5 - $113.21 $291K - $352K
396 $44K
FSIG
First Tr ETF Iv LTD Duration I
-17.6K
- 40.44%
$18.77 - $19.14 $331K - $338K
26K $496K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-3.69K
- 37.87%
$83.8 - $101.39 $309K - $374K
6.05K $612K
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email