Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
55
+ 0.95%
$42.54 - $47.97 $2.34K - $2.64K
5.84K $277K
NIO
Nio Inc.

Consumer Cyclical
1
+ 0.02%
$3.67 - $6.68 $3.67 - $6.68
4.8K $32K
HBCP
Home Bancorp, Inc.

Financial Services
17
+ 0.64%
$38.0 - $45.41 $646 - $772
2.67K $119K
MSEX
Middlesex Water CO

Utilities
5
+ 0.5%
$52.74 - $67.59 $264 - $338
1.01K $65K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3
+ 0.8%
$233.81 - $287.01 $701 - $861
380 $104K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
60
+ 1000.0%
$194.69 - $239.18 $11.7K - $14.4K
66 $13K
ESP
Espey Mfg & Electronics Corp

Industrials
418
New
$20.76 - $30.09 $8.68K - $12.6K
418 $12K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
431
+ 2693.75%
$28.84 - $41.15 $12.4K - $17.7K
447 $12K
CC
Chemours CO

Basic Materials
765
+ 46.82%
$16.79 - $24.99 $12.8K - $19.1K
2.4K $48K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.13%
$175.0 - $190.72 $175 - $191
746 $142K
VERI
Veritone, Inc.

Technology
1.01K
+ 15.73%
$2.25 - $3.86 $2.27K - $3.9K
7.43K $26K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
296
+ 2.79%
$9.1 - $10.62 $2.69K - $3.14K
10.9K $115K
HZO
Marinemax Inc

Consumer Cyclical
196
+ 15.25%
$27.87 - $37.71 $5.46K - $7.39K
1.48K $52K
CVE
Cenovus Energy Inc.

Energy
1.08K
+ 43.99%
$16.17 - $20.65 $17.5K - $22.3K
3.54K $59K
WELL
Welltower Inc.

Real Estate
2
+ 0.43%
$104.0 - $129.74 $208 - $259
465 $59K
LCID
Lucid Group, Inc.

Consumer Cyclical
801
+ 8.94%
$2.64 - $4.26 $2.11K - $3.41K
9.76K $34K
BXP
Boston Properties Inc

Real Estate
109
+ 79.56%
$60.3 - $82.49 $6.57K - $8.99K
246 $19K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
1.22K
+ 36.93%
$7.59 - $10.09 $9.22K - $12.3K
4.51K $41K
PRU
Prudential Financial Inc

Financial Services
22
+ 1.02%
$105.53 - $127.32 $2.32K - $2.8K
2.19K $264K
AVUV
American Centy ETF Tr Avantis

ETFs
100
+ 50.0%
$88.24 - $99.7 $8.82K - $9.97K
300 $28K
OEF
Ishares S&P 100 ETF

ETFs
11
+ 0.25%
$266.03 - $266.03 $2.93K - $2.93K
4.48K $1.19M
OLED
Universal Display Corp Pa

Technology
53
+ 5.58%
$157.72 - $236.42 $8.36K - $12.5K
1K $210K
QLD
Proshares Ultra Qqq

ETFs
99
+ 11.15%
$81.06 - $109.83 $8.02K - $10.9K
987 $99K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
200
New
$45.52 - $52.02 $9.1K - $10.4K
200 $10K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
8
+ 0.72%
$72.52 - $82.35 $580 - $659
1.12K $91K
HUBB
Hubbell Inc

Industrials
21
+ 262.5%
$355.55 - $428.48 $7.47K - $9K
29 $12K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
687
+ 483.8%
$13.0 - $15.08 $8.93K - $10.4K
829 $11K
IT
Gartner Inc

Technology
17
+ 53.13%
$441.32 - $516.47 $7.5K - $8.78K
49 $24K
KT
Kt Corp

Communication Services
3
+ 0.05%
$13.14 - $15.8 $39.4 - $47.4
6.37K $97K
DTE
Dte Energy CO

Utilities
9
+ 1.69%
$108.67 - $128.41 $978 - $1.16K
543 $69K
DGX
Quest Diagnostics Inc

Healthcare
70
+ 7.11%
$137.09 - $137.09 $9.6K - $9.6K
1.06K $144K
PRN
Invesco Dwa Industrials Moment

ETFs
50
+ 50.0%
$130.94 - $152.99 $6.55K - $7.65K
150 $22K
CAG
Conagra Brands Inc.

Consumer Defensive
189
+ 23.95%
$28.13 - $32.83 $5.32K - $6.2K
978 $31K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.05%
$33.68 - $39.31 $67.4 - $78.6
4.11K $161K
TSN
Tyson Foods, Inc.

Consumer Defensive
106
+ 8.24%
$55.91 - $65.87 $5.93K - $6.98K
1.39K $82K
LUV
Southwest Airlines CO

Industrials
141
+ 3.06%
$23.7 - $29.93 $3.34K - $4.22K
4.75K $140K
VTRS
Viatris Inc

Healthcare
150
+ 2.28%
$10.32 - $12.13 $1.55K - $1.82K
6.72K $78K
ZETA
Zeta Global Holdings Corp.

Technology
135
+ 33.33%
$16.61 - $30.24 $2.24K - $4.08K
540 $16K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
17
+ 0.92%
$8.51 - $13.89 $145 - $236
1.87K $25K
PJP
Invesco Exchange Traded Fd Tr

ETFs
51
+ 6.27%
$80.08 - $89.33 $4.08K - $4.56K
865 $75K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
300
+ 3.23%
$16.42 - $18.12 $4.93K - $5.44K
9.6K $173K
NXE
Nex Gen Energy Ltd.

Energy
1.89K
+ 24.06%
$5.31 - $7.53 $10K - $14.2K
9.73K $63K
TRMB
Trimble Inc.

Technology
7
+ 0.63%
$49.82 - $62.06 $349 - $434
1.12K $69K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
264
New
$26.09 - $33.19 $6.89K - $8.76K
264 $8K
IEP
Icahn Enterprises L.P.

Industrials
2.25K
+ 29.03%
$10.02 - $17.78 $22.5K - $40K
10K $135K
IYT
Ishares Tr U.S. Transportation

ETFs
3
+ 0.13%
$61.35 - $68.92 $184 - $207
2.35K $161K
TSEM
Tower Semiconductor LTD

Technology
200
New
$36.25 - $44.27 $7.25K - $8.85K
200 $8K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
74
+ 26.91%
$104.47 - $116.17 $7.73K - $8.6K
349 $37K
MTCH
Match Group, Inc.

Communication Services
85
+ 16.63%
$29.34 - $38.14 $2.49K - $3.24K
596 $22K
Activity Summary
Buys All Purchases 790 New Holdings 98 Increased Positions 692 Sells All Sells 768 Reductions 768 Sold out 0 Options Calls 0 Puts 0
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