Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
25K
+ 34.06%
$62.07 - $75.35 $1.55M - $1.88M
98.4K $6.84M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.53K
+ 18.35%
$311.11 - $335.64 $1.72M - $1.86M
35.7K $11.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
414
+ 1.39%
$275.15 - $388.2 $114K - $161K
30.3K $10.4M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
81K
New
$23.75 - $25.68 $1.92M - $2.08M
81K $1.95M
PANW
Palo Alto Networks Inc

Technology
34.8K
+ 122.78%
$181.96 - $405.9 $6.33M - $14.1M
63.1K $11.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.99K
+ 3.02%
$94.43 - $105.47 $565K - $631K
204K $20.7M
AMD
Advanced Micro Devices Inc

Technology
14.3K
New
$118.88 - $172.8 $1.7M - $2.47M
14.3K $1.73M
CB
Chubb LTD

Financial Services
5.96K
+ 260.29%
$271.57 - $301.89 $1.62M - $1.8M
8.25K $2.28M
COST
Costco Wholesale Corp

Consumer Defensive
668
+ 1.98%
$873.59 - $994.69 $584K - $664K
34.4K $31.5M
IYF
Ishares Tr

ETFs
14.4K
+ 1693.07%
$102.7 - $119.05 $1.48M - $1.72M
15.3K $1.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.64K
+ 5.18%
$481.22 - $538.17 $788K - $882K
33.3K $17M
GWW
W.W. Grainger, Inc.

Industrials
1.33K
+ 16.91%
$1023.06 - $1220.93 $1.36M - $1.63M
9.2K $9.7M
COOP
Mr. Cooper Group Inc.

Financial Services
15.4K
New
$87.37 - $101.43 $1.35M - $1.56M
15.4K $1.48M
HD
Home Depot, Inc.

Consumer Cyclical
5.14K
+ 15.51%
$385.02 - $431.37 $1.98M - $2.22M
38.2K $14.9M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
32.2K
+ 95.22%
$42.25 - $43.54 $1.36M - $1.4M
66K $2.83M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
39.4K
+ 95.81%
$34.96 - $35.65 $1.38M - $1.41M
80.6K $2.83M
IEFA
Ishares Tr

ETFs
47.8K
+ 18.23%
$70.06 - $77.43 $3.35M - $3.7M
310K $21.8M
CGDV
Capital Group Divid Value ETF

ETFs
36.7K
+ 81.82%
$35.16 - $37.12 $1.29M - $1.36M
81.6K $2.88M
HUBS
Hubspot Inc

Technology
1.49K
+ 134.45%
$514.07 - $757.4 $764K - $1.13M
2.59K $1.81M
ITW
Illinois Tool Works Inc

Industrials
4.88K
+ 196.26%
$253.56 - $278.5 $1.24M - $1.36M
7.37K $1.87M
CYBR
Cyber Ark Software Ltd.

Technology
3.34K
+ 236.83%
$274.1 - $333.15 $917K - $1.11M
4.76K $1.58M
CSCO
Cisco Systems, Inc.

Technology
17K
+ 65.33%
$52.45 - $60.02 $891K - $1.02M
43K $2.54M
AROC
Archrock, Inc.

Energy
44.5K
+ 396.63%
$19.92 - $26.66 $885K - $1.19M
55.7K $1.39M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
43.7K
New
$26.16 - $29.13 $1.14M - $1.27M
43.7K $1.15M
XLY
Select Sector Spdr Consumer Di

ETFs
3.3K
+ 19.66%
$194.8 - $239.43 $642K - $789K
20.1K $4.5M
STRL
Sterling Construction CO Inc

Industrials
6.38K
+ 265.12%
$142.94 - $199.03 $913K - $1.27M
8.79K $1.48M
LDOS
Leidos Holdings, Inc.

Technology
7.87K
+ 801.73%
$143.17 - $201.39 $1.13M - $1.58M
8.85K $1.27M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
26.7K
+ 213.41%
$39.4 - $40.57 $1.05M - $1.08M
39.3K $1.58M
PAVE
Global X Fds Us Infrastructure

ETFs
25.7K
+ 5242.57%
$40.41 - $45.95 $1.04M - $1.18M
26.2K $1.06M
CGGR
Capital Group Growth ETF Shs C

ETFs
23.9K
+ 55.04%
$34.49 - $39.24 $826K - $940K
67.5K $2.51M
CCL
Carnival Corp

Consumer Cyclical
37.7K
+ 467.76%
$17.34 - $26.8 $653K - $1.01M
45.7K $1.14M
SQ
Block, Inc.

Technology
11.1K
+ 600.38%
$65.06 - $98.92 $719K - $1.09M
12.9K $1.1M
SSO
Proshares Ultra S&P 500

ETFs
7.14K
+ 6.15%
$87.92 - $99.73 $628K - $712K
123K $11.4M
SCHW
Schwab Charles Corp

Financial Services
1.36K
+ 1.53%
$63.31 - $82.85 $85.8K - $112K
89.7K $6.63M
MRNA
Moderna, Inc.

Healthcare
22.2K
+ 2150.39%
$36.85 - $63.93 $818K - $1.42M
23.2K $965K
VUG
Vanguard Growth ETF

ETFs
898
+ 4.97%
$378.79 - $428.11 $340K - $384K
19K $7.79M
CAH
Cardinal Health Inc

Healthcare
5.73K
+ 31.67%
$107.89 - $125.33 $619K - $719K
23.8K $2.82M
ABC
Amerisourcebergen Corp

Healthcare
4.02K
+ 46.75%
N/A
12.6K $2.34M
MSCI
Msci Inc.

Financial Services
1.15K
+ 37.97%
$569.09 - $635.99 $656K - $733K
4.19K $2.51M
FSK
Fs Kkr Capital Corp

Financial Services
23.7K
+ 22.8%
$19.71 - $22.22 $468K - $527K
128K $2.78M
PGR
Progressive Corp

Financial Services
3.49K
+ 42.26%
$239.6 - $268.88 $837K - $939K
11.8K $2.82M
MELI
Mercadolibre Inc

Consumer Cyclical
426
+ 2840.0%
$1666.0 - $2117.3 $710K - $902K
441 $749K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.44K
+ 33.27%
$73.49 - $86.09 $620K - $726K
33.8K $2.6M
ALL
Allstate Corp

Financial Services
3.46K
+ 30.2%
$181.25 - $208.2 $627K - $721K
14.9K $2.88M
VGSH
Vanguard

ETFs
21.3K
+ 3.22%
$58.02 - $58.88 $1.23M - $1.25M
682K $39.7M
EME
Emcor Group, Inc.

Industrials
1.35K
+ 52.94%
$427.96 - $526.95 $579K - $712K
3.91K $1.77M
VV
Vanguard Large Cap ETF

ETFs
2.43K
+ 194.31%
$260.27 - $280.65 $631K - $681K
3.67K $990K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.13K
+ 6.17%
$172.07 - $207.36 $195K - $235K
19.5K $3.85M
SOFI
So Fi Technologies, Inc.

Financial Services
5.59K
+ 7.58%
$7.63 - $16.88 $42.7K - $94.4K
79.4K $1.22M
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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