Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UDOW
Proshares Trust Proshrs Ultrap

ETFs
209K
New
$91.39 - $113.27 $19.1M - $23.7M
209K $19.8M
AAPL
Apple Inc.

Technology
28.4K
+ 5.36%
$221.69 - $259.02 $6.3M - $7.36M
558K $140M
AMZN
Amazon Com Inc

Consumer Cyclical
19.9K
+ 5.63%
$180.88 - $232.93 $3.6M - $4.64M
374K $82M
UNH
Unitedhealth Group Inc

Healthcare
31.3K
New
$485.52 - $625.25 $15.2M - $19.6M
31.3K $15.9M
IVV
Ishares Core S&P 500 ETF

ETFs
18.1K
+ 8.03%
$570.51 - $610.59 $10.3M - $11M
243K $143M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
308K
New
$40.38 - $44.35 $12.4M - $13.6M
308K $12.6M
PG
Procter & Gamble CO

Consumer Defensive
67.2K
New
$161.05 - $179.7 $10.8M - $12.1M
67.2K $11.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
71.3K
+ 52.15%
$129.96 - $144.97 $9.26M - $10.3M
208K $29M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
157K
New
$59.74 - $60.03 $9.37M - $9.42M
157K $9.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
180K
+ 8.89%
$50.37 - $50.6 $9.07M - $9.11M
2.2M $111M
GOOGL
Alphabet Inc.

Communication Services
4.85K
+ 1.89%
$161.86 - $196.66 $784K - $953K
261K $49.5M
SHOP
Shopify Inc.

Technology
56K
+ 191.46%
$78.14 - $119.49 $4.37M - $6.69M
85.2K $9.06M
VGT
Vanguard Information Technolog

ETFs
3.76K
+ 3.06%
$571.78 - $647.97 $2.15M - $2.44M
127K $78.7M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
86.2K
New
$70.54 - $79.61 $6.08M - $6.86M
86.2K $6.56M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
130K
New
$48.48 - $49.47 $6.3M - $6.43M
130K $6.32M
AVGO
Broadcom Inc.

Technology
10.6K
+ 17.41%
$159.67 - $250.0 $1.7M - $2.66M
71.8K $16.6M
MSI
Motorola Solutions, Inc.

Technology
12.2K
+ 1628.38%
$449.08 - $504.6 $5.46M - $6.14M
12.9K $5.97M
ACN
Accenture PLC

Technology
15.7K
+ 184.86%
$343.9 - $376.86 $5.42M - $5.93M
24.3K $8.54M
TSLA
Tesla, Inc.

Consumer Cyclical
4.33K
+ 16.56%
$213.65 - $479.86 $925K - $2.08M
30.5K $12.3M
META
Meta Platforms, Inc.

Communication Services
7.25K
+ 10.89%
$554.08 - $632.68 $4.01M - $4.58M
73.8K $43.5M
NFLX
Netflix Inc

Communication Services
1.81K
+ 8.9%
$687.65 - $936.56 $1.24M - $1.69M
22.1K $19.7M
TRV
Travelers Companies, Inc.

Financial Services
20.6K
+ 377.22%
$225.97 - $266.66 $4.66M - $5.5M
26.1K $6.28M
AXON
Axon Enterprise, Inc.

Industrials
8.27K
+ 4094.55%
$399.22 - $689.78 $3.3M - $5.71M
8.47K $5.04M
LNG
Cheniere Energy, Inc.

Energy
21.7K
+ 1487.36%
$181.07 - $225.92 $3.92M - $4.89M
23.1K $4.97M
QCOM
Qualcomm Inc

Technology
31.5K
+ 229.79%
$150.4 - $178.04 $4.74M - $5.61M
45.2K $6.95M
HPQ
Hp Inc

Technology
140K
+ 4264.71%
$32.46 - $39.3 $4.55M - $5.51M
143K $4.68M
PLTR
Palantir Technologies Inc.

Technology
4.85K
+ 5.24%
$36.46 - $82.38 $177K - $399K
97.4K $7.36M
XLF
Financial Sector Spdr

ETFs
32.9K
+ 4.54%
$44.89 - $51.34 $1.48M - $1.69M
758K $36.6M
GOOG
Alphabet Inc.

Communication Services
7.8K
+ 8.43%
$163.08 - $198.16 $1.27M - $1.54M
100K $19.1M
TJX
Tjx Companies Inc

Consumer Cyclical
28.9K
New
$112.15 - $127.2 $3.24M - $3.68M
28.9K $3.49M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
27.1K
New
$123.69 - $133.68 $3.35M - $3.62M
27.1K $3.38M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
51.5K
+ 70.66%
$55.73 - $66.16 $2.87M - $3.41M
124K $7.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
57.7K
New
$53.94 - $58.15 $3.11M - $3.35M
57.7K $3.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.7K
+ 4.24%
$567.81 - $607.81 $2.1M - $2.25M
91.1K $53.4M
TNA
Direxion Daily Small Cap Bull

ETFs
75.7K
+ 18362.86%
$41.4 - $56.28 $3.13M - $4.26M
76.1K $3.19M
FDN
First Tr Fd Dow Jones

ETFs
12.9K
New
$210.5 - $257.24 $2.73M - $3.33M
12.9K $3.15M
VCR
Vanguard Consumer Discretionar

ETFs
2.12K
+ 3.26%
$328.51 - $401.37 $698K - $853K
67.3K $25.3M
V
Visa Inc.

Financial Services
2.33K
+ 4.19%
$273.87 - $320.91 $639K - $749K
58K $18.3M
JPM
Jpmorgan Chase & CO

Financial Services
911
+ 0.97%
$205.18 - $250.29 $187K - $228K
95.1K $22.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.49K
+ 87.04%
$417.69 - $450.94 $2.71M - $2.92M
13.9K $5.93M
KR
Kroger CO

Consumer Defensive
41.4K
+ 2482.56%
$55.21 - $63.3 $2.29M - $2.62M
43.1K $2.64M
MCK
Mckesson Corp

Healthcare
1.98K
+ 11.49%
$482.27 - $628.5 $955K - $1.25M
19.2K $11M
MCO
Moodys Corp

Financial Services
5.13K
+ 5967.44%
$454.04 - $500.88 $2.33M - $2.57M
5.22K $2.47M
WMT
Walmart Inc.

Consumer Defensive
9.83K
+ 6.18%
$79.1 - $95.7 $777K - $941K
169K $15.3M
ISRG
Intuitive Surgical Inc

Healthcare
3.4K
+ 18.58%
$471.27 - $550.62 $1.6M - $1.87M
21.7K $11.3M
NOW
Service Now, Inc.

Technology
378
+ 3.54%
$867.18 - $1148.42 $328K - $434K
11K $11.7M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
28.9K
New
$47.29 - $84.74 $1.37M - $2.45M
28.9K $2.15M
SPGI
S&P Global Inc.

Financial Services
4.9K
+ 26.1%
$480.36 - $529.17 $2.36M - $2.6M
23.7K $11.8M
XLC
Select Sector Spdr Tr Communic

ETFs
4.54K
+ 1.78%
$89.66 - $102.16 $407K - $464K
260K $25.1M
Activity Summary
Buys All Purchases 1220 New Holdings 400 Increased Positions 820 Sells All Sells 599 Reductions 599 Sold out 0 Options Calls 0 Puts 0
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