Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-1.68K
- 38.75%
N/A
2.66K $517K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-7.89K
- 99.23%
$37.86 - $43.29 $299K - $342K
61 $2K
TMUS
T Mobile Us, Inc.

Communication Services
-660
- 11.55%
$220.99 - $268.54 $146K - $177K
5.05K $1.2M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.9K
- 93.25%
$95.74 - $115.54 $278K - $335K
210 $23K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.6K
- 26.05%
$63.54 - $68.5 $292K - $315K
13.1K $880K
OXY
Occidental Petroleum Corp

Energy
-6.08K
- 71.02%
$36.11 - $49.33 $219K - $300K
2.48K $104K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.8K
- 30.72%
$99.37 - $134.05 $179K - $242K
4.07K $461K
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.64K
- 81.68%
$61.79 - $76.67 $287K - $356K
1.04K $79K
PAYC
Paycom Software, Inc.

Technology
-1.4K
- 77.57%
$193.07 - $265.71 $271K - $373K
406 $93K
SNA
Snap On Inc

Industrials
-887
- 86.2%
$292.36 - $342.2 $259K - $304K
142 $44K
PHM
Pultegroup Inc

Consumer Cyclical
-2.94K
- 99.32%
$92.02 - $106.54 $270K - $313K
20 $2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-297
- 15.4%
$390.26 - $489.06 $116K - $145K
1.63K $661K
INOD
Innodata Inc

Technology
-8.51K
- 92.0%
$29.68 - $51.96 $253K - $442K
740 $37K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-8.85K
- 33.88%
$36.35 - $41.07 $322K - $364K
17.3K $709K
NOC
Northrop Grumman Corp

Industrials
-547
- 42.7%
$456.3 - $540.39 $250K - $296K
734 $366K
CSL
Carlisle Companies Inc

Industrials
-940
- 47.96%
$317.1 - $408.5 $298K - $384K
1.02K $380K
SBAC
Sba Communications Corp

Real Estate
-1.29K
- 87.97%
$208.57 - $243.4 $268K - $313K
176 $41K
ENB
Enbridge Inc

Energy
-6.43K
- 44.66%
$41.09 - $47.16 $264K - $303K
7.97K $361K
ARES
Ares Management Corp

Financial Services
-2.36K
- 47.0%
$118.04 - $175.83 $279K - $415K
2.67K $461K
MSCI
Msci Inc.

Financial Services
-488
- 88.09%
$506.56 - $576.74 $247K - $281K
66 $38K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-2.95K
- 25.88%
$86.79 - $101.21 $256K - $298K
8.44K $831K
ES
Eversource Energy

Utilities
-4.45K
- 52.62%
$54.25 - $65.89 $242K - $293K
4.01K $255K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-585
- 91.98%
$430.72 - $497.52 $252K - $291K
51 $22K
JPIN
Jp Morgan Diversified Return I

ETFs
-5.95K
- 35.9%
$52.18 - $64.25 $311K - $382K
10.6K $681K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.35K
- 14.35%
$116.93 - $119.39 $274K - $280K
14K $1.67M
DEO
Diageo PLC

Consumer Defensive
-2.51K
- 93.61%
$99.86 - $115.75 $250K - $290K
171 $17K
ARCC
Ares Capital Corp

Financial Services
-11K
- 14.71%
$18.91 - $22.43 $208K - $247K
63.8K $1.4M
ROST
Ross Stores, Inc.

Consumer Cyclical
-2.01K
- 86.95%
$126.62 - $154.26 $255K - $310K
302 $38K
NKE
Nike, Inc.

Consumer Cyclical
-4.64K
- 46.95%
$53.27 - $72.04 $247K - $334K
5.24K $372K
DOV
Dover Corp

Industrials
-1.5K
- 56.0%
$151.14 - $186.7 $226K - $280K
1.18K $215K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-2.1K
- 55.65%
$100.44 - $129.37 $211K - $272K
1.68K $172K
APA
Apa Corp

Energy
-11.7K
- 95.57%
$14.03 - $21.24 $165K - $250K
544 $9K
TFLO
Ishares Treasury Floating Rate

ETFs
-4.89K
- 15.59%
$50.47 - $50.66 $247K - $248K
26.5K $1.34M
HON
Honeywell International Inc

Industrials
-1.65K
- 25.58%
$182.86 - $232.88 $302K - $384K
4.8K $1.12M
JBL
Jabil Inc

Technology
-2.05K
- 84.4%
$116.88 - $218.1 $240K - $447K
379 $82K
MS
Morgan Stanley

Financial Services
-3.91K
- 30.9%
$99.83 - $140.86 $391K - $551K
8.75K $1.23M
TFC
Truist Financial Corp

Financial Services
-6.26K
- 42.68%
$34.79 - $42.99 $218K - $269K
8.4K $361K
BX
Blackstone Inc.

Financial Services
-3.71K
- 11.54%
$120.07 - $151.11 $445K - $560K
28.4K $4.25M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-6.23K
- 47.45%
$39.23 - $45.02 $244K - $280K
6.9K $310K
DLR
Digital Realty Trust, Inc.

Real Estate
-2K
- 57.31%
$136.11 - $177.69 $272K - $355K
1.49K $259K
OHI
Omega Healthcare Investors Inc

Real Estate
-3.44K
- 4.39%
$35.55 - $39.05 $122K - $134K
74.8K $2.74M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-7.81K
- 51.1%
$31.44 - $36.79 $245K - $287K
7.47K $274K
EMR
Emerson Electric CO

Industrials
-3.01K
- 43.26%
$94.15 - $133.33 $283K - $401K
3.94K $525K
CSX
Csx Corp

Industrials
-8.38K
- 71.63%
$26.69 - $32.91 $224K - $276K
3.32K $108K
NTAP
Net App, Inc.

Technology
-2.87K
- 76.72%
$76.1 - $106.55 $218K - $306K
871 $92K
NVR
Nvr Inc

Consumer Cyclical
-33
- 52.38%
$6700.0 - $7410.93 $221K - $245K
30 $221K
FXI
Ishares Tr

ETFs
-6.64K
- 64.75%
$29.59 - $37.41 $196K - $248K
3.62K $132K
PSX
Phillips 66

Energy
-1.83K
- 54.26%
$92.87 - $125.73 $170K - $230K
1.54K $183K
NOW
Service Now, Inc.

Technology
-2.69K
- 24.61%
$721.65 - $1040.18 $1.94M - $2.8M
8.25K $8.48M
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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