Spire Wealth Management Sells in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MPLX
Mplx LP

Energy
-1.5K
- 16.77%
$46.68 - $53.89 $70.1K - $80.9K
7.45K $383K
TTEK
Tetra Tech Inc

Industrials
-4.65K
- 43.69%
$28.01 - $36.25 $130K - $169K
5.99K $215K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-948
- 51.58%
$100.35 - $100.71 $95.1K - $95.5K
890 $89K
PRU
Prudential Financial Inc

Financial Services
-792
- 40.14%
$95.12 - $112.71 $75.3K - $89.3K
1.18K $126K
EPR
Epr Properties

Real Estate
-1.8K
- 76.74%
$43.53 - $59.11 $78.1K - $106K
544 $31K
IYR
Ishares Tr

ETFs
-926
- 41.88%
$84.48 - $96.25 $78.2K - $89.1K
1.29K $121K
NXPI
Nxp Semiconductors N.V.

Technology
-572
- 45.15%
$153.5 - $218.72 $87.8K - $125K
695 $151K
GLW
Corning Inc

Technology
-3.56K
- 24.62%
$39.07 - $52.59 $139K - $187K
10.9K $573K
ELV
Elevance Health, Inc.

Healthcare
-173
- 37.45%
$372.27 - $452.69 $64.4K - $78.3K
289 $112K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-175
- 65.3%
$388.56 - $520.27 $68K - $91K
93 $37K
CMS
Cms Energy Corp

Utilities
-1.04K
- 40.75%
$68.57 - $75.51 $71.2K - $78.5K
1.51K $104K
INGR
Ingredion Inc

Consumer Defensive
-648
- 67.92%
$123.22 - $140.95 $79.8K - $91.3K
306 $41K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-579
- 5.3%
$61.03 - $67.59 $35.3K - $39.1K
10.3K $661K
CQP
Cheniere Energy Partners, L.P.

Energy
-384
- 6.04%
$54.61 - $68.04 $21K - $26.1K
5.98K $335K
AZN
Astrazeneca PLC

Healthcare
-837
- 11.85%
$64.87 - $75.0 $54.3K - $62.8K
6.23K $435K
OMC
Omnicom Group Inc.

Communication Services
-1.01K
- 98.82%
$69.22 - $79.77 $69.8K - $80.5K
12 $0
KHC
Kraft Heinz CO

Consumer Defensive
-2K
- 28.88%
$25.61 - $30.81 $51.2K - $61.7K
4.93K $127K
AME
Ametek Inc

Industrials
-491
- 87.21%
$151.41 - $182.75 $74.3K - $89.7K
72 $13K
IP
International Paper CO

Consumer Cyclical
-1.54K
- 95.29%
$43.89 - $54.46 $67.5K - $83.7K
76 $3K
PAYX
Paychex Inc

Industrials
-451
- 24.26%
$137.01 - $159.78 $61.8K - $72.1K
1.41K $204K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.63K
- 46.79%
$43.28 - $50.37 $70.6K - $82.2K
1.86K $92K
VITL
Vital Farms, Inc.

Consumer Defensive
-4.5K
- 38.14%
$30.52 - $38.52 $137K - $173K
7.3K $281K
VFH
Vanguard Financial ETF

ETFs
-706
- 49.34%
$104.87 - $127.3 $74K - $89.9K
725 $92K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-434
- 55.71%
$162.65 - $188.71 $70.6K - $81.9K
345 $65K
NOVT
Novanta Inc

Technology
-485
- 27.68%
N/A
1.27K $199K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.78K
- 84.9%
$20.4 - $26.78 $56.7K - $74.4K
494 $10K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.15K
- 4.25%
$77.94 - $79.5 $89.2K - $91K
25.8K $2.05M
IBB
Ishares Biotechnology ETF

ETFs
-557
- 15.09%
$112.02 - $129.0 $62.4K - $71.9K
3.13K $396K
EXR
Extra Space Storage Inc.

Real Estate
-502
- 45.51%
$126.61 - $152.99 $63.6K - $76.8K
601 $88K
PHG
Koninklijke Philips Nv

Healthcare
-2.95K
- 95.26%
$21.67 - $25.64 $63.9K - $75.7K
147 $3K
VDC
Vanguard Consumer Staples ETF

ETFs
-339
- 19.82%
$204.89 - $224.73 $69.5K - $76.2K
1.37K $300K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-912
- 75.5%
$72.61 - $88.75 $66.2K - $80.9K
296 $26K
FSV
First Service Corp

Real Estate
-443
- 81.58%
$158.93 - $179.74 $70.4K - $79.6K
100 $17K
WMB
Williams Companies, Inc.

Energy
-1.47K
- 23.05%
$54.33 - $62.87 $79.6K - $92.1K
4.89K $307K
GPN
Global Payments Inc

Industrials
-42
- 1.1%
$67.47 - $99.6 $2.83K - $4.18K
3.79K $302K
DRI
Darden Restaurants Inc

Consumer Cyclical
-400
- 28.27%
$186.58 - $225.78 $74.6K - $90.3K
1.02K $221K
FDN
First Tr Fd Dow Jones

ETFs
-728
- 27.41%
$200.29 - $269.33 $146K - $196K
1.93K $519K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-97
- 53.89%
$483.07 - $625.6 $46.9K - $60.7K
83 $43K
DOCU
Docusign, Inc.

Technology
-832
- 69.1%
$70.35 - $93.84 $58.5K - $78.1K
372 $28K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-813
- 93.99%
$74.59 - $84.45 $60.6K - $68.7K
52 $4K
URI
United Rentals, Inc.

Industrials
-466
- 20.93%
$551.94 - $753.4 $257K - $351K
1.76K $1.33M
NCR
Ncr Corp

Technology
-4.38K
- 55.17%
N/A
3.56K $55K
FANG
Diamondback Energy, Inc.

Energy
-61
- 2.3%
$119.25 - $161.49 $7.27K - $9.85K
2.6K $356K
PDI
Pimco Dynamic Income Fund

Financial Services
-2.75K
- 14.53%
$17.02 - $19.87 $46.8K - $54.7K
16.2K $307K
TRU
Trans Union

Industrials
-866
- 48.06%
$69.26 - $91.89 $60K - $79.6K
936 $82K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-343
- 2.36%
$97.29 - $105.63 $33.4K - $36.2K
14.2K $1.44M
ZM
Zoom Video Communications, Inc.

Technology
-926
- 66.33%
$66.7 - $84.62 $61.8K - $78.4K
470 $36K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-392
- 76.12%
$146.74 - $176.07 $57.5K - $69K
123 $19K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-2.9K
- 18.92%
$24.21 - $29.47 $70.3K - $85.5K
12.4K $366K
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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