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Spire Wealth Management Historic Quarter Change: USA Other Stocks, Added, 2025 Q1

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Spire Wealth Management historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Spire Wealth Management opened 37 positions, added to 110, reduced 136 and sold out of 149.

  • Q1 2025: Stock PSQ HOLDINGS INC; Country of operation United States; Class CL A; Shares before 236,150.
  • Q1 2025: Stock BARRICK GOLD CORP; Country of operation —; Class COM; Shares before 2,591.
  • Q1 2025: Stock LESLIES INC; Country of operation United States; Class COM; Shares before 12,860.
  • Q1 2025: Stock TRIUMPH GROUP INC NEW; Country of operation United States; Class COM; Shares before 500.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1858740), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025PSQ HOLDINGS INC
CUSIP 693691107		United StatesCL A236,150396,751+160,601$1,072,121$908,560-$163,5612025-04-23
Q1 2025BARRICK GOLD CORP
CUSIP 067901108		COM2,5913,785+1,194$40,164$73,580+$33,4162025-04-23
Q1 2025LESLIES INC
CUSIP 527064109		United StatesCOM12,86016,150+3,290$28,678$11,878-$16,8002025-04-23
Q1 2025TRIUMPH GROUP INC NEW
CUSIP 896818101		United StatesCOM500900+400$9,330$22,806+$13,4762025-04-23
Q1 2025HESS CORP
CUSIP 42809H107		United StatesCOM110114+4$14,631$18,209+$3,5782025-04-23
Q1 2025PIONEER DIVERSIFIED HIGH INC
CUSIP 723653101		United StatesCOM5,1615,289+128$60,900$63,150+$2,2502025-04-23
Q1 2025VERRICA PHARMACEUTICALS INC
CUSIP 92511W108		United StatesCOM5,6505,678+28$3,955$2,498-$1,4572025-04-23
Q1 2025AMCOR PLC
CUSIP G0250X107		ORD429518+89$4,037$5,025+$9882025-04-23
Q1 2025ANSYS INC
CUSIP 03662Q105		United StatesCOM312330+18$105,247$104,465-$7822025-04-23
Q1 2025ENVIRI CORP
CUSIP 415864107		United StatesCOM2,0892,531+442$16,087$16,830+$7432025-04-23
Q1 2025BIOVIE INC
CUSIP 09074F405		United StatesCL A2501,050+800$500$1,029+$5292025-04-23
Q1 2025AMEDISYS INC
CUSIP 023436108		United StatesCOM105106+1$9,533$9,819+$2862025-04-23
Q1 2025PEDEVCO CORP
CUSIP 70532Y303		United StatesCOM PAR3,6293,638+9$2,830$2,547-$2832025-04-23

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