Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STLA
Stellantis N.V.

Consumer Cyclical
1.21K
+ 29.68%
$12.37 - $13.99 $15K - $16.9K
5.29K $69K
TOST
Toast, Inc.

Technology
100
+ 9.09%
$27.43 - $43.54 $2.74K - $4.35K
1.2K $43K
RGA
Reinsurance Group Of America Inc

Financial Services
57
+ 39.04%
$201.26 - $231.95 $11.5K - $13.2K
203 $43K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
791
+ 345.41%
$22.02 - $46.16 $17.4K - $36.5K
1.02K $22K
TGTX
Tg Therapeutics, Inc.

Healthcare
400
New
$21.31 - $35.09 $8.52K - $14K
400 $12K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.22%
$262.86 - $294.75 $789 - $884
1.35K $370K
ARGX
Argenx Se

Healthcare
18
New
$520.52 - $638.33 $9.37K - $11.5K
18 $11K
CR
Crane Holdings, Co.

Industrials
77
New
$148.97 - $184.96 $11.5K - $14.2K
77 $11K
AON
Aon PLC

Financial Services
14
+ 3.41%
$344.14 - $393.31 $4.82K - $5.51K
425 $152K
BCS
Barclays PLC

Financial Services
51
+ 0.64%
$11.65 - $13.67 $594 - $697
8.05K $107K
XPO
Xpo Logistics, Inc.

Industrials
41
+ 20.5%
$105.35 - $158.2 $4.32K - $6.49K
241 $31K
HYD
Vaneck High Yield Muni ETF

ETFs
195
+ 69.64%
$51.09 - $53.06 $9.96K - $10.3K
475 $24K
OPRA
Opera LTD

Communication Services
400
+ 80.0%
$14.49 - $20.22 $5.8K - $8.09K
900 $17K
ZM
Zoom Video Communications, Inc.

Technology
128
New
$67.21 - $89.03 $8.6K - $11.4K
128 $10K
LGOV
First Tr ETF Iv Long Duration

ETFs
2.26K
+ 9.4%
$20.75 - $22.49 $46.8K - $50.7K
26.2K $546K
TTE
Total Energies Se

Energy
136
+ 2.0%
N/A
6.93K $475K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.15K
+ 104.34%
$25.33 - $51.16 $181K - $366K
14K $361K
CHY
Calamos Convertible & High Income Fund

Financial Services
453
+ 2.62%
$11.79 - $12.56 $5.34K - $5.69K
17.8K $215K
FAST
Fastenal CO

Industrials
120
+ 6.24%
$69.99 - $84.35 $8.4K - $10.1K
2.04K $146K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
248
+ 35.43%
$56.27 - $69.89 $14K - $17.3K
948 $53K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
610
+ 37.54%
$13.23 - $15.48 $8.07K - $9.44K
2.24K $31K
HDB
Hdfc Bank LTD

Financial Services
136
+ 42.24%
$59.45 - $68.01 $8.09K - $9.25K
458 $29K
REZ
Ishares Tr Residential And Mul

ETFs
132
+ 58.93%
$79.04 - $89.77 $10.4K - $11.8K
356 $28K
FAAR
First Trust Vii Alternative Ab

ETFs
356
New
$27.44 - $28.42 $9.77K - $10.1K
356 $9K
BPMC
Blueprint Medicines Corp

Healthcare
110
New
$82.48 - $101.39 $9.07K - $11.2K
110 $9K
SMMT
Summit Therapeutics Inc.

Healthcare
525
New
$17.52 - $23.46 $9.2K - $12.3K
525 $9K
H
Hyatt Hotels Corp

Consumer Cyclical
59
New
$143.07 - $164.62 $8.44K - $9.71K
59 $9K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.64K
+ 10.31%
$11.39 - $12.41 $18.7K - $20.4K
17.5K $204K
CABO
Cable One, Inc.

Communication Services
10
+ 3.28%
$316.06 - $425.99 $3.16K - $4.26K
315 $114K
QLD
Proshares Ultra Qqq

ETFs
2
+ 0.2%
$97.85 - $120.25 $196 - $241
989 $107K
PKG
Packaging Corp Of America

Consumer Cyclical
21
+ 4.86%
$211.98 - $248.85 $4.45K - $5.23K
453 $101K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
306
+ 19.92%
$47.66 - $51.84 $14.6K - $15.9K
1.84K $88K
PCG
Pg&E Corp

Utilities
383
+ 23.98%
$19.2 - $21.63 $7.35K - $8.28K
1.98K $39K
RPAY
Repay Holdings Corp

Technology
1.25K
+ 33.24%
$7.58 - $9.0 $9.44K - $11.2K
4.99K $38K
CEIX
Consol Energy Inc.

Energy
75
+ 62.5%
$101.36 - $133.33 $7.6K - $10K
195 $20K
DINO
Hf Sinclair Corp

Energy
302
+ 131.3%
$33.69 - $47.67 $10.2K - $14.4K
532 $18K
KIM
Kimco Realty Corp

Real Estate
346
+ 314.55%
$22.75 - $25.78 $7.87K - $8.92K
456 $10K
IVR
Invesco Mortgage Capital Inc.

Real Estate
1.11K
New
$7.72 - $9.16 $8.57K - $10.2K
1.11K $8K
SSP
E.W. Scripps CO

Communication Services
3.7K
New
$1.73 - $3.52 $6.41K - $13K
3.7K $8K
FSIG
First Tr ETF Iv LTD Duration I
1.09K
+ 2.67%
$18.8 - $19.23 $20.5K - $20.9K
41.9K $789K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
10
+ 1.76%
$225.16 - $265.16 $2.25K - $2.65K
577 $143K
OGN
Organon & Co.

Healthcare
1.7K
+ 39.65%
$14.44 - $18.83 $24.5K - $32K
5.99K $89K
HPE
Hewlett Packard Enterprise CO

Technology
219
+ 9.64%
$19.31 - $23.95 $4.23K - $5.25K
2.49K $53K
VIRT
Virtu Financial, Inc.

Financial Services
25
+ 1.94%
$30.43 - $37.95 $761 - $949
1.31K $46K
CHWY
Chewy, Inc.

Consumer Cyclical
100
+ 10.58%
$26.51 - $35.87 $2.65K - $3.59K
1.05K $34K
HAS
Hasbro, Inc.

Consumer Cyclical
200
+ 95.24%
$55.71 - $72.94 $11.1K - $14.6K
410 $22K
WSO
Watsco Inc

Industrials
15
+ 75.0%
$466.57 - $568.78 $7K - $8.53K
35 $16K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
379
+ 115.55%
$20.55 - $23.26 $7.79K - $8.82K
707 $14K
VICI
Vici Properties Inc.

Real Estate
245
+ 247.47%
$28.27 - $33.19 $6.93K - $8.13K
344 $10K
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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