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Spire Wealth Management’s Liberty Energy LBRT Stock Holding History

Spire Wealth Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,002
Closed -$59.7K – 2532
2024
Q4 		$59.7K Buy
+3,002
New +$55.5K ﹤0.01% 1217

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spire Wealth Management's LBRT Position: Q1 2025 in Review

Spire Wealth Management sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 3,002 shares — an estimated $59.7K sold.

Spire Wealth Management first reported a position in LBRT in Q4 2024 and held it in 1 quarter. The position peaked at $59.7K in Q4 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • Spire Wealth Management reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 3,002 Liberty Energy shares in Q1 2025, an estimated $59.7K.
  • Spire Wealth Management first reported a position in Liberty Energy in Q4 2024 and held it in 1 quarter.
  • Spire Wealth Management's Liberty Energy position peaked at $59.7K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.