Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-1.7K
- 23.71%
$112.46 - $124.05 $191K - $211K
5.47K $645K
PHYS
Sprott Physical Gold Trust

Financial Services
-15.4K
- 12.16%
$22.82 - $26.29 $350K - $404K
111K $2.81M
PH
Parker Hannifin Corp

Industrials
-415
- 58.7%
$517.23 - $700.54 $215K - $291K
292 $203K
ADSK
Autodesk, Inc.

Technology
-913
- 44.0%
N/A
1.16K $285K
RC
Ready Capital Corp

Real Estate
-35.7K
- 37.48%
$4.13 - $5.15 $147K - $184K
59.6K $260K
NVO
Novo Nordisk A S

Healthcare
-3.14K
- 24.42%
$58.08 - $81.05 $182K - $255K
9.72K $670K
AMP
Ameriprise Financial Inc

Financial Services
-540
- 37.79%
$422.19 - $533.73 $228K - $288K
889 $474K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.77K
- 28.85%
$44.37 - $50.04 $167K - $189K
9.31K $442K
WCN
Waste Connections, Inc.

Industrials
-817
- 11.48%
$183.26 - $199.95 $150K - $163K
6.3K $1.18M
WFC
Wells Fargo & Company

Financial Services
-4.51K
- 25.49%
$60.98 - $80.12 $275K - $361K
13.2K $1.06M
AFL
Aflac Inc

Financial Services
-1.86K
- 91.06%
$99.77 - $112.45 $186K - $210K
183 $19K
A
Agilent Technologies, Inc.

Healthcare
-1.78K
- 63.7%
$99.29 - $120.52 $177K - $214K
1.01K $119K
DGRO
Ishares Core Dividend Growth E

ETFs
-4.14K
- 14.38%
$55.22 - $63.94 $229K - $265K
24.6K $1.58M
VICI
Vici Properties Inc.

Real Estate
-6.22K
- 66.86%
$29.41 - $32.97 $183K - $205K
3.08K $100K
PPG
Ppg Industries Inc

Basic Materials
-1.86K
- 70.77%
$91.66 - $115.04 $170K - $214K
768 $87K
VHT
Vanguard Health Care ETF

ETFs
-555
- 14.79%
$236.71 - $261.92 $131K - $145K
3.2K $794K
CB
Chubb LTD

Financial Services
-588
- 26.69%
$274.32 - $302.46 $161K - $178K
1.62K $467K
ADI
Analog Devices Inc

Technology
-1.19K
- 49.87%
$164.6 - $238.02 $196K - $283K
1.2K $284K
HUBS
Hubspot Inc

Technology
-339
- 77.75%
$487.07 - $672.24 $165K - $228K
97 $53K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.87K
- 25.37%
$38.81 - $44.28 $150K - $172K
11.4K $483K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.76K
- 62.58%
$103.59 - $128.6 $182K - $226K
1.05K $135K
IOT
Samsara Inc.

Technology
-5.12K
- 41.96%
$33.46 - $47.74 $171K - $245K
7.09K $281K
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.35K
- 58.23%
$55.13 - $75.25 $130K - $177K
1.69K $115K
CRVL
Corvel Corp

Financial Services
-1.29K
- 23.46%
$102.11 - $118.66 $132K - $154K
4.22K $433K
HNDL
Strategy Shs

ETFs
-9.11K
- 34.84%
$19.2 - $21.66 $175K - $197K
17K $368K
CSCO
Cisco Systems, Inc.

Technology
-7.6K
- 16.53%
$53.19 - $69.38 $404K - $527K
38.4K $2.66M
PEG
Public Service Enterprise Group Inc

Utilities
-2.18K
- 38.63%
$77.13 - $84.18 $168K - $184K
3.47K $292K
VERX
Vertex, Inc.

Technology
-4.7K
- 93.44%
$33.45 - $41.87 $157K - $197K
330 $11K
FTC
First Tr Lge Cap Growth

ETFs
-1.3K
- 78.6%
$116.97 - $150.97 $152K - $196K
354 $53K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-4.39K
- 39.83%
$38.5 - $45.45 $169K - $199K
6.63K $301K
RL
Ralph Lauren Corp

Consumer Cyclical
-922
- 54.49%
$182.34 - $286.22 $168K - $264K
770 $211K
NVS
Novartis Ag

Healthcare
-1.57K
- 51.68%
$101.96 - $121.01 $160K - $190K
1.47K $177K
LGOV
First Tr ETF Iv Long Duration

ETFs
-7.34K
- 28.26%
$20.73 - $21.92 $152K - $161K
18.6K $399K
AXP
American Express CO

Financial Services
-1.7K
- 21.79%
$231.39 - $318.98 $394K - $543K
6.11K $1.95M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-2.75K
- 98.21%
$51.36 - $62.5 $141K - $172K
50 $3K
FEX
First Tr Large Cap Core Alphde

ETFs
-1.54K
- 58.61%
$90.17 - $109.96 $139K - $170K
1.09K $119K
RIO
Rio Tinto PLC

Basic Materials
-2.33K
- 36.36%
$52.32 - $62.75 $122K - $146K
4.09K $238K
CTVA
Corteva, Inc.

Basic Materials
-3.07K
- 42.88%
$55.52 - $74.53 $170K - $229K
4.09K $304K
DOW
Dow Inc.

Basic Materials
-3.15K
- 42.46%
$25.81 - $34.89 $81.4K - $110K
4.27K $113K
LEN
Lennar Corp

Consumer Cyclical
-1.25K
- 81.46%
$102.76 - $115.66 $128K - $144K
284 $31K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-6.43K
- 5.69%
$24.54 - $25.07 $158K - $161K
106K $2.67M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.61K
- 77.16%
$82.51 - $109.2 $132K - $175K
475 $51K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-4.33K
- 23.49%
$21.4 - $26.31 $92.6K - $114K
14.1K $305K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-1.65K
- 34.62%
$79.85 - $95.57 $132K - $158K
3.12K $297K
HSY
Hershey CO

Consumer Defensive
-779
- 36.78%
$151.29 - $173.13 $118K - $135K
1.34K $222K
GM
General Motors CO

Consumer Cyclical
-3.07K
- 58.88%
$42.48 - $50.46 $130K - $155K
2.15K $105K
BLDR
Builders First Source, Inc.

Industrials
-1.03K
- 42.21%
$105.63 - $131.12 $108K - $135K
1.41K $164K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.88K
- 75.92%
$53.23 - $70.65 $99.9K - $133K
595 $34K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.33K
- 40.83%
$47.86 - $55.77 $111K - $130K
3.37K $177K
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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