Spire Wealth Management’s MarineMax HZO Stock Holding History

Spire Wealth Management’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,175	Closed	-$29.8K	–	2391
2025 Q3	$29.8K	Sell	1,175 -290	-20%	-$7.39K	﹤0.01%	1392
2025 Q2	$36.8K	Buy	1,465 +35	+2%	+$775	﹤0.01%	1307
2025 Q1	$30.7K	Sell	1,430 -51	-3%	-$1.36K	﹤0.01%	1460
2024 Q4	$42.9K	Hold	1,481	–	–	﹤0.01%	1336
2024 Q3	$52.2K	Buy	1,481 +196	+15%	+$6.39K	﹤0.01%	1121
2024 Q2	$41.6K	Sell	1,285 -9	-0.7%	-$264	﹤0.01%	1177
2024 Q1	$43K	Sell	1,294 -72	-5%	-$2.31K	﹤0.01%	1270
2023 Q4	$46K	Sell	1,366 -130	-9%	-$4.12K	﹤0.01%	1226
2023 Q3	$49.1K	Buy	1,496 +551	+58%	+$19.2K	﹤0.01%	1177
2023 Q2	$32.3K	Hold	945	–	–	﹤0.01%	1387
2023 Q1	$27.2K	Buy	+945	New	+$29.7K	﹤0.01%	1487
2022 Q3	–	Sell	-31	Closed	-$1K	–	2373
2022 Q2	$1K	Buy	+31	New	+$1.25K	﹤0.01%	2519
2022 Q1	–	Sell	-59	Closed	-$3K	–	2678
2021 Q4	$3K	Buy	59 +13	+28%	+$696	﹤0.01%	2697
2021 Q3	$2K	Buy	+46	New	+$2.29K	﹤0.01%	2462
2021 Q2	–	Sell	-23,545	Closed	-$1.22M	–	2749
2021 Q1	$1.22M	Buy	+23,545	New	+$1.11M	0.03%	388

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return