Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VPN
Global X Fds Data Ctr Reits &

ETFs
92
New
$14.75 - $16.25 $1.36K - $1.5K
92 $1K
CVNA
Carvana Co.

Consumer Cyclical
8
New
$122.32 - $175.15 $979 - $1.4K
8 $1K
CVBF
Cvb Financial Corp

Financial Services
77
New
$16.43 - $20.04 $1.27K - $1.54K
77 $1K
INSP
Inspire Medical Systems, Inc.

Healthcare
6
New
$125.79 - $216.71 $755 - $1.3K
6 $1K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
22
New
$46.07 - $50.3 $1.01K - $1.11K
22 $1K
SPTN
Spartan Nash CO

Consumer Defensive
46
New
$17.99 - $22.55 $828 - $1.04K
46 $1K
UGI
Ugi Corp

Utilities
12
+ 42.86%
$22.23 - $25.05 $267 - $301
40 $1K
PULS
Pgim ETF Tr

ETFs
35
New
$49.47 - $49.8 $1.73K - $1.74K
35 $1K
UDR
Udr, Inc.

Real Estate
5
+ 25.0%
$39.96 - $47.13 $200 - $236
25 $1K
LEG
Leggett & Platt Inc

Consumer Cyclical
130
New
$10.67 - $14.12 $1.39K - $1.84K
130 $1K
BAC
Bank Of America Corp

Financial Services
168
+ 0.24%
$36.65 - $44.13 $6.16K - $7.41K
68.9K $2.73M
XPP
Proshares Tr Ultra Ftse China

ETFs
1
+ 0.92%
$13.32 - $21.56 $13.3 - $21.6
110 $2K
GRMN
Garmin LTD

Technology
1
+ 8.33%
$161.1 - $183.29 $161 - $183
13 $2K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 4.76%
$90.01 - $95.32 $90 - $95.3
22 $2K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
22
+ 1.65%
$8.72 - $9.6 $192 - $211
1.36K $13K
EA
Electronic Arts Inc.

Communication Services
1
+ 0.48%
$137.32 - $151.82 $137 - $152
211 $30K
SGOL
Abrdn Gold ETF Trust

ETFs
79
New
$22.26 - $25.51 $1.76K - $2.02K
79 $1K
OZK
Bank Ozk

Financial Services
2
+ 0.62%
$39.66 - $47.08 $79.3 - $94.2
326 $14K
CTRE
Care Trust Reit, Inc.

Real Estate
17
New
$25.14 - $31.2 $427 - $530
17 $0
HEIA
Heico Crp Cl A
262
+ 369.01%
N/A
333 $0
XMTR
Xometry, Inc.

Industrials
30
New
$11.28 - $20.48 $338 - $614
30 $0
DBL
Double Line Opportunistic Credit Fund

Financial Services
4
+ 1.77%
$15.32 - $16.13 $61.3 - $64.5
230 $3K
XYL
Xylem Inc.

Industrials
1
+ 0.2%
$126.14 - $141.53 $126 - $142
493 $66K
AOS
Smith A O Corp

Industrials
6
New
$76.95 - $91.98 $462 - $552
6 $0
MLPA
Global X Mlp ETF

ETFs
2
+ 2.94%
$45.78 - $49.84 $91.6 - $99.7
70 $3K
SENS
Senseonics Holdings, Inc.

Healthcare
3
+ 0.2%
$0.32 - $0.49 $0.96 - $1.47
1.52K $0
AVNS
Avanos Medical, Inc.

Healthcare
4
+ 12.9%
$19.21 - $24.69 $76.8 - $98.8
35 $0
HRL
Hormel Foods Corp

Consumer Defensive
14
+ 13.86%
$30.04 - $33.14 $421 - $464
115 $3K
DVOL
First Tr ETF Vi Dorsey Wright
275
New
N/A
275 $0
RYAAY
Ryanair Holdings PLC

Industrials
55
+ 148.65%
$45.17 - $121.45 $2.48K - $6.68K
92 $4K
VFC
V F Corp

Consumer Cyclical
25
New
$12.74 - $19.95 $319 - $499
25 $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
2
+ 2.41%
N/A
85 $0
MKTX
Marketaxess Holdings Inc

Financial Services
2
New
$193.39 - $261.08 $387 - $522
2 $0
QRVO
Qorvo, Inc.

Technology
3
+ 8.33%
$99.78 - $129.21 $299 - $388
39 $4K
SIGI
Selective Insurance Group Inc

Financial Services
5
+ 0.71%
$82.08 - $101.2 $410 - $506
713 $66K
LE
Lands' End, Inc.

Consumer Cyclical
30
New
$13.26 - $13.26 $398 - $398
30 $0
BFB
Brown Forman Corp Cl B
14
+ 31.82%
N/A
58 $0
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
128
New
$4.39 - $4.64 $562 - $594
128 $0
PRGS
Progress Software Corp

Technology
9
New
$53.37 - $67.37 $480 - $606
9 $0
THG
Hanover Insurance Group, Inc.

Financial Services
2
+ 25.0%
$123.93 - $149.6 $248 - $299
10 $1K
TBT
Proshares Ultrashort 20+Year T

ETFs
1
+ 1.79%
$28.26 - $35.68 $28.3 - $35.7
57 $1K
KSS
Kohls Corp

Consumer Cyclical
3
+ 2.46%
$18.62 - $22.79 $55.9 - $68.4
125 $2K
EVA
Enviva Inc.

Basic Materials
76
+ 1.19%
$0.37 - $0.57 $28.1 - $43.3
6.44K $2K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
1
+ 2.08%
$32.35 - $35.57 $32.4 - $35.6
49 $1K
WU
Western Union CO

Financial Services
22
+ 11.4%
$11.35 - $12.97 $250 - $285
215 $2K
ETSY
Etsy Inc

Consumer Cyclical
1
+ 2.22%
$51.5 - $65.47 $51.5 - $65.5
46 $2K
VRTS
Virtus Investment Partners, Inc.

Financial Services
4
+ 80.0%
$192.39 - $245.79 $770 - $983
9 $1K
VGLT
Vanguard Long Term Treasury Et

ETFs
1
+ 5.26%
$56.52 - $63.23 $56.5 - $63.2
20 $1K
SHC
Sotera Health CO

Healthcare
30
New
$11.58 - $16.91 $347 - $507
30 $0
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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