Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
2
+ 0.18%
$72.67 - $99.25 $145 - $199
1.1K $98K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
250
+ 72.46%
$97.29 - $122.68 $24.3K - $30.7K
595 $58K
ZBRA
Zebra Technologies Corp

Technology
42
+ 44.68%
$360.09 - $411.94 $15.1K - $17.3K
136 $52K
WYNN
Wynn Resorts LTD

Consumer Cyclical
234
+ 116.42%
$84.3 - $106.41 $19.7K - $24.9K
435 $37K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
67
+ 335.0%
$260.96 - $307.26 $17.5K - $20.6K
87 $23K
PTLO
Portillo'S Inc.

Consumer Cyclical
2K
New
$8.66 - $13.88 $17.3K - $27.8K
2K $18K
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.12K
New
$15.97 - $16.79 $17.9K - $18.8K
1.12K $18K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
403
+ 4.89%
$40.82 - $45.39 $16.5K - $18.3K
8.64K $359K
FDL
First Tr Morningstar Dividend

ETFs
614
+ 13.41%
$39.59 - $43.95 $24.3K - $27K
5.19K $209K
VTR
Ventas, Inc.

Real Estate
474
+ 22.88%
$57.73 - $66.48 $27.4K - $31.5K
2.55K $149K
ECVT
Ecovyst Inc.

Basic Materials
1.9K
+ 72.92%
$6.15 - $8.62 $11.7K - $16.3K
4.5K $34K
AMPG
Ampli Tech Group, Inc.

Technology
3.5K
New
$0.72 - $5.71 $2.52K - $20K
3.5K $17K
ECC
Eagle Point Credit CO Inc.

Financial Services
2K
New
$8.7 - $9.98 $17.4K - $20K
2K $17K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1K
New
$17.41 - $19.29 $17.4K - $19.3K
1K $17K
COLL
Collegium Pharmaceutical, Inc

Healthcare
600
New
$28.61 - $41.86 $17.2K - $25.1K
600 $17K
PRK
Park National Corp

Financial Services
100
New
$160.0 - $206.49 $16K - $20.6K
100 $17K
PAYX
Paychex Inc

Industrials
33
+ 1.84%
$135.86 - $148.73 $4.48K - $4.91K
1.83K $256K
PWFL
Power Fleet, Inc.

Technology
3.19K
+ 62.43%
N/A
8.3K $41K
EFX
Equifax Inc

Industrials
75
+ 98.68%
$245.03 - $293.5 $18.4K - $22K
151 $38K
AGNC
Agnc Investment Corp.

Real Estate
1.97K
+ 94.49%
$9.21 - $10.59 $18.2K - $20.9K
4.06K $37K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
200
+ 200.0%
$58.32 - $85.45 $11.7K - $17.1K
300 $22K
ENPH
Enphase Energy, Inc.

Technology
249
+ 711.43%
$59.52 - $111.18 $14.8K - $27.7K
284 $19K
DVA
Davita Inc.

Healthcare
109
New
$139.81 - $167.96 $15.2K - $18.3K
109 $16K
PJT
Pjt Partners Inc.

Financial Services
102
New
$132.4 - $167.36 $13.5K - $17.1K
102 $16K
CTSH
Cognizant Technology Solutions Corp

Technology
204
+ 74.73%
$74.37 - $82.32 $15.2K - $16.8K
477 $36K
SEDG
Solaredge Technologies, Inc.

Technology
1.2K
+ 1263.16%
$10.47 - $22.02 $12.6K - $26.4K
1.3K $17K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
325
New
$48.17 - $53.38 $15.7K - $17.3K
325 $15K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
506
New
$30.82 - $34.31 $15.6K - $17.4K
506 $15K
MKC
Mccormick & CO Inc

Consumer Defensive
205
New
$73.97 - $84.09 $15.2K - $17.2K
205 $15K
ENFR
Alerian Energy Infrastructure

ETFs
485
New
$28.52 - $33.11 $13.8K - $16.1K
485 $15K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
1K
New
$14.94 - $18.72 $14.9K - $18.7K
1K $15K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.67K
+ 10.72%
$89.81 - $104.0 $150K - $174K
17.2K $1.55M
TXN
Texas Instruments Inc

Technology
73
+ 1.77%
N/A
4.19K $815K
UEC
Uranium Energy Corp

Energy
735
+ 4.01%
$6.55 - $8.6 $4.81K - $6.32K
19.1K $127K
HBAN
Huntington Bancshares Inc

Financial Services
378
+ 7.2%
$14.18 - $18.2 $5.36K - $6.88K
5.63K $91K
JBL
Jabil Inc

Technology
2
+ 0.33%
$118.97 - $147.77 $238 - $296
603 $86K
ILMN
Illumina, Inc.

Healthcare
97
+ 26.01%
$128.99 - $155.15 $12.5K - $15K
470 $62K
MARA
Marathon Digital Holdings, Inc.

Financial Services
599
+ 26.69%
N/A
2.84K $64K
ICVT
Ishares Tr Convertible Bond Et

ETFs
164
+ 56.94%
$83.09 - $89.28 $13.6K - $14.6K
452 $38K
TXG
10x Genomics, Inc.

Healthcare
1K
New
$13.18 - $21.31 $13.2K - $21.3K
1K $14K
AZPN
Aspen Technology, Inc.

Technology
57
New
$231.19 - $253.16 $13.2K - $14.4K
57 $14K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1
+ 0.01%
$42.26 - $43.93 $42.3 - $43.9
17.4K $751K
NTAP
Net App, Inc.

Technology
201
+ 13.65%
$115.31 - $131.11 $23.2K - $26.4K
1.67K $194K
FLL
Full House Resorts Inc

Consumer Cyclical
3.39K
+ 440.26%
$3.92 - $5.34 $13.3K - $18.1K
4.16K $16K
BE
Bloom Energy Corp

Industrials
500
+ 250.0%
$9.04 - $27.45 $4.52K - $13.7K
700 $15K
QUBT
Quantum Computing Inc.

Technology
800
New
$0.64 - $21.61 $512 - $17.3K
800 $13K
VDC
Vanguard Consumer Staples ETF

ETFs
119
+ 6.5%
$210.96 - $223.62 $25.1K - $26.6K
1.95K $412K
DGX
Quest Diagnostics Inc

Healthcare
84
+ 7.96%
N/A
1.14K $156K
ACI
Albertsons Companies, Inc.

Consumer Defensive
270
+ 4.73%
$18.01 - $19.92 $4.86K - $5.38K
5.98K $117K
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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