Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LRN
Stride, Inc.

Consumer Defensive
7.67K
New
$66.21 - $85.31 $508K - $654K
7.67K $654K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.56K
+ 5.16%
$54.98 - $59.51 $306K - $331K
113K $6.75M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.7K
+ 16.6%
$48.06 - $49.39 $563K - $578K
82.2K $4.06M
IEF
Ishares Barclays

ETFs
1.08K
+ 0.94%
$92.67 - $99.14 $100K - $107K
116K $11.4M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.67K
+ 22.16%
$97.96 - $124.99 $262K - $334K
14.7K $1.84M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
14.3K
+ 476.8%
$39.85 - $42.56 $572K - $611K
17.4K $738K
GILD
Gilead Sciences, Inc.

Healthcare
5.48K
+ 62.36%
$66.59 - $83.99 $365K - $460K
14.3K $1.2M
IRM
Iron Mountain Inc

Real Estate
2.32K
+ 21.57%
$89.69 - $119.32 $208K - $277K
13.1K $1.55M
URI
United Rentals, Inc.

Industrials
361
+ 19.88%
$627.41 - $814.1 $226K - $294K
2.18K $1.76M
KO
Coca Cola CO

Consumer Defensive
3.84K
+ 10.37%
$62.69 - $73.01 $240K - $280K
40.8K $2.93M
MSTR
Microstrategy Inc

Technology
14.6K
+ 931.33%
$114.3 - $1800.09 $1.66M - $26.2M
16.1K $2.72M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
16K
+ 101.78%
$31.92 - $33.91 $510K - $542K
31.7K $1.07M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
15.3K
+ 697.21%
$33.02 - $35.03 $504K - $535K
17.5K $611K
OHI
Omega Healthcare Investors Inc

Real Estate
418
+ 0.53%
$33.55 - $41.29 $14K - $17.3K
80K $3.25M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.6K
+ 21.52%
$38.81 - $41.41 $412K - $440K
60K $2.48M
LLY
Eli Lilly & CO

Healthcare
1.27K
+ 4.05%
$772.14 - $960.02 $978K - $1.22M
32.5K $28.8M
POWL
Powell Industries Inc

Industrials
2.27K
New
$130.27 - $221.99 $295K - $503K
2.27K $502K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.36K
+ 10.15%
$74.26 - $78.84 $324K - $344K
47.3K $3.71M
MRK
Merck & Co., Inc.

Healthcare
8.75K
+ 17.51%
$111.15 - $128.97 $973K - $1.13M
58.7K $6.67M
ITA
Ishares Tr

ETFs
1.12K
+ 6.23%
$131.58 - $149.64 $147K - $167K
19K $2.84M
LNTH
Lantheus Holdings, Inc.

Healthcare
3.45K
+ 110.5%
$77.7 - $123.62 $268K - $427K
6.58K $721K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
170
+ 0.28%
$87.56 - $95.49 $14.9K - $16.2K
60.6K $5.79M
IYR
Ishares Tr

ETFs
4.15K
+ 507.33%
$86.93 - $103.61 $361K - $430K
4.97K $506K
BSX
Boston Scientific Corp

Healthcare
4.63K
+ 172.83%
$72.96 - $84.0 $338K - $389K
7.31K $612K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.2K
+ 20.2%
$49.83 - $62.75 $610K - $769K
72.9K $4.2M
APP
App Lovin Corp

Technology
1.75K
+ 48.72%
$67.14 - $130.65 $118K - $229K
5.35K $698K
MU
Micron Technology Inc

Technology
5.38K
+ 89.79%
$86.27 - $136.82 $464K - $736K
11.4K $1.18M
CTAS
Cintas Corp

Industrials
28.9K
+ 256.79%
$201.38 - $819.83 $5.81M - $23.7M
40.1K $8.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.49K
+ 58.97%
$92.63 - $105.69 $323K - $368K
9.4K $978K
CSL
Carlisle Companies Inc

Industrials
690
+ 63.71%
$376.5 - $449.34 $260K - $310K
1.77K $796K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.88K
+ 12.83%
$66.56 - $75.11 $192K - $217K
25.4K $1.89M
AMSC
American Superconductor Corp

Industrials
14.8K
+ 23164.06%
$18.42 - $32.42 $273K - $481K
14.9K $351K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4.31K
+ 15.13%
$54.33 - $59.01 $234K - $254K
32.8K $1.91M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
196
+ 0.43%
$85.03 - $94.56 $16.7K - $18.5K
45.3K $4.21M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
257
+ 3.57%
$386.81 - $423.12 $99.4K - $109K
7.45K $3.15M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.56K
+ 19.65%
$90.87 - $102.43 $232K - $262K
15.6K $1.54M
VBR
Vanguard Small Cap Value ETF

ETFs
67
+ 0.39%
$179.99 - $201.6 $12.1K - $13.5K
17.4K $3.49M
FXI
Ishares Tr

ETFs
9.4K
+ 268.3%
$24.78 - $32.17 $233K - $302K
12.9K $409K
KIE
Spdr S&P Insurance ETF

ETFs
3.11K
+ 15.69%
$49.44 - $56.87 $154K - $177K
22.9K $1.3M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.51K
+ 3.59%
$24.06 - $26.97 $84.5K - $94.7K
101K $2.72M
IXUS
Ishares Tr

ETFs
1.93K
+ 5.97%
$64.9 - $73.35 $125K - $142K
34.3K $2.49M
YOU
Clear Secure, Inc.

Technology
9.13K
New
$18.66 - $33.15 $170K - $303K
9.13K $302K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.73K
+ 1.64%
$21.72 - $25.05 $37.5K - $43.2K
107K $2.62M
KURE
Kraneshares Tr Msci All China

ETFs
14.8K
+ 112.55%
$12.97 - $16.71 $192K - $247K
28K $467K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
2.34K
+ 88.46%
$98.85 - $111.3 $231K - $260K
4.98K $554K
KKR
Kkr & Co. Inc.

Financial Services
9
+ 0.08%
$104.51 - $133.23 $941 - $1.2K
11.3K $1.48M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
386
+ 0.35%
$33.74 - $37.96 $13K - $14.7K
109K $4.1M
VUG
Vanguard Growth ETF

ETFs
275
+ 1.54%
$341.08 - $391.94 $93.8K - $108K
18.1K $6.94M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.86K
+ 11.74%
$97.81 - $108.79 $182K - $202K
17.7K $1.92M
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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