Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
6.84K
+ 386.38%
N/A
8.6K $1.59M
DHI
Horton D R Inc

Consumer Cyclical
5.3K
+ 114.38%
$135.21 - $197.06 $716K - $1.04M
9.93K $1.89M
PLTR
Palantir Technologies Inc.

Technology
5.09K
+ 5.82%
$24.09 - $37.95 $123K - $193K
92.5K $3.44M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.13K
+ 3.54%
$48.51 - $52.86 $346K - $377K
209K $11M
VERX
Vertex, Inc.

Technology
31.1K
New
$34.62 - $40.01 $1.08M - $1.24M
31.1K $1.2M
PANW
Palo Alto Networks Inc

Technology
3.3K
+ 13.18%
$294.18 - $368.01 $970K - $1.21M
28.3K $9.68M
PDD
Pinduoduo Inc.

Consumer Cyclical
8.78K
+ 41790.48%
$89.17 - $151.11 $783K - $1.33M
8.8K $1.19M
GWRE
Guidewire Software, Inc.

Technology
6.33K
+ 19768.75%
$137.04 - $182.94 $867K - $1.16M
6.36K $1.16M
NVR
Nvr Inc

Consumer Cyclical
110
+ 366.67%
$7421.51 - $9811.8 $816K - $1.08M
140 $1.37M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.91K
+ 0.33%
$44.65 - $47.21 $85.4K - $90.3K
584K $27.3M
BX
Blackstone Inc.

Financial Services
1.63K
+ 5.56%
$120.77 - $159.66 $197K - $261K
31K $4.75M
VST
Vistra Corp.

Utilities
9.18K
+ 2868.13%
$69.0 - $119.06 $633K - $1.09M
9.5K $1.13M
EME
Emcor Group, Inc.

Industrials
2.55K
+ 50980.0%
$340.22 - $435.6 $867K - $1.11M
2.55K $1.1M
D
Dominion Energy, Inc

Utilities
16.2K
+ 112.12%
$48.01 - $58.53 $780K - $951K
30.7K $1.78M
LPX
Louisiana Pacific Corp

Industrials
9.82K
+ 3469.96%
$80.06 - $107.45 $786K - $1.06M
10.1K $1.09M
PSN
Parsons Corp

Industrials
10.2K
New
$76.52 - $103.68 $782K - $1.06M
10.2K $1.06M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
4.41K
+ 24.07%
$122.74 - $163.95 $541K - $723K
22.7K $3.73M
GD
General Dynamics Corp

Industrials
3.23K
+ 66.09%
$279.51 - $308.09 $904K - $996K
8.13K $2.45M
WCN
Waste Connections, Inc.

Industrials
5.66K
+ 114.68%
$173.92 - $186.5 $985K - $1.06M
10.6K $1.89M
SYK
Stryker Corp

Healthcare
2.65K
+ 545.06%
$315.94 - $371.96 $837K - $985K
3.14K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
1.78K
+ 3.07%
$82.97 - $98.97 $147K - $176K
59.5K $5.8M
TTEK
Tetra Tech Inc

Industrials
23.1K
+ 2381.46%
$45.59 - $237.74 $1.05M - $5.5M
24.1K $1.14M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8.15K
+ 1630.6%
$80.44 - $110.41 $656K - $900K
8.65K $955K
SO
Southern CO

Utilities
7.8K
+ 59.25%
$77.0 - $90.52 $600K - $706K
21K $1.89M
EQIX
Equinix Inc

Real Estate
953
+ 866.36%
$749.0 - $890.01 $714K - $848K
1.06K $943K
FDX
Fedex Corp

Industrials
3.28K
+ 221.8%
$254.64 - $313.52 $834K - $1.03M
4.75K $1.3M
XLP
Consumer Staples Sector Spdr

ETFs
12K
+ 9.4%
$76.04 - $76.04 $912K - $912K
140K $10.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.68K
+ 2.67%
$162.64 - $179.3 $274K - $302K
64.7K $11.6M
TMUS
T Mobile Us, Inc.

Communication Services
3.76K
+ 174.86%
$175.14 - $206.36 $658K - $775K
5.9K $1.22M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.85K
+ 35.9%
$147.95 - $191.05 $717K - $926K
18.3K $3.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.99K
+ 23.64%
$58.03 - $65.37 $580K - $653K
52.3K $3.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.98K
+ 2.07%
$77.02 - $85.06 $152K - $168K
97.4K $8.23M
ACGL
Arch Capital Group Ltd.

Financial Services
7.05K
+ 5419.23%
$94.47 - $114.25 $666K - $805K
7.18K $802K
HON
Honeywell International Inc

Industrials
3.98K
+ 74.57%
$196.73 - $220.21 $782K - $876K
9.31K $1.92M
ABBV
Abb Vie Inc.

Healthcare
494
+ 1.88%
$163.84 - $199.33 $80.9K - $98.5K
26.7K $5.28M
EFV
Msci Eafe Value ETF

ETFs
4.91K
+ 4.67%
$51.72 - $57.96 $254K - $285K
110K $6.33M
NVDA
Nvidia Corp

Technology
18.8K
+ 2.59%
$98.91 - $134.91 $1.86M - $2.54M
746K $90.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.4K
+ 89.81%
$100.75 - $111.62 $645K - $714K
13.5K $1.48M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.62K
+ 2.44%
$82.38 - $93.84 $134K - $152K
68.2K $6.31M
SHOP
Shopify Inc.

Technology
4.84K
+ 19.83%
$52.26 - $80.75 $253K - $391K
29.2K $2.34M
CBRE
Cbre Group, Inc.

Real Estate
5.75K
+ 1927.85%
$85.97 - $124.48 $494K - $715K
6.04K $752K
TRV
Travelers Companies, Inc.

Financial Services
2.75K
+ 100.92%
$201.87 - $242.35 $554K - $665K
5.47K $1.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
880
+ 0.45%
$84.77 - $97.13 $74.6K - $85.5K
198K $19M
ENSG
Ensign Group, Inc

Healthcare
4.93K
+ 7247.06%
$124.14 - $153.65 $612K - $757K
5K $718K
FE
Firstenergy Corp

Utilities
15.5K
+ 432.07%
$38.25 - $44.54 $593K - $690K
19.1K $846K
SBAC
Sba Communications Corp

Real Estate
2.85K
+ 2635.19%
$189.0 - $245.01 $538K - $697K
2.95K $711K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.79K
+ 6.09%
$44.83 - $47.42 $394K - $417K
153K $7.21M
XOM
Exxon Mobil Corp

Energy
3.62K
+ 2.92%
$109.72 - $119.0 $398K - $431K
128K $15M
SNPS
Synopsys Inc

Technology
1.43K
+ 296.26%
$463.97 - $621.3 $661K - $885K
1.91K $965K
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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