Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.14K
+ 13.71%
$22.38 - $23.66 $205K - $216K
75.8K $1.78M
CGDV
Capital Group Divid Value ETF

ETFs
3.5K
+ 8.45%
$32.96 - $36.48 $115K - $128K
44.9K $1.64M
FVD
First Tr Value Line Divid Inde

ETFs
890
+ 1.86%
$40.45 - $45.49 $36K - $40.5K
48.7K $2.22M
INTU
Intuit Inc

Technology
656
+ 16.9%
$602.97 - $670.49 $396K - $440K
4.54K $2.82M
CRVL
Corvel Corp

Financial Services
611
+ 79.97%
$250.37 - $326.89 $153K - $200K
1.38K $449K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
687
+ 0.9%
$32.65 - $36.69 $22.4K - $25.2K
77K $2.8M
IDR
Idaho Strategic Resources, Inc.

Basic Materials
15.8K
New
$9.58 - $16.07 $151K - $254K
15.8K $253K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.09K
New
$74.49 - $81.27 $230K - $251K
3.09K $250K
HDV
Ishares Core High Dividend ETF

ETFs
1.67K
+ 30.56%
$107.62 - $118.76 $180K - $198K
7.13K $838K
KBE
Spdr S&P Bank ETF

ETFs
4.05K
+ 111.28%
$45.47 - $54.71 $184K - $221K
7.68K $406K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.77K
+ 12.75%
$51.29 - $56.57 $142K - $157K
24.5K $1.38M
PWB
Invesco Exchange Traded Fd Tr

ETFs
804
+ 2.29%
$86.85 - $98.91 $69.8K - $79.5K
35.8K $3.54M
VXF
Vanguard Extended Market ETF

ETFs
61
+ 0.41%
$163.98 - $182.92 $10K - $11.2K
15.1K $2.74M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.44K
+ 123.03%
$23.04 - $24.06 $194K - $203K
15.3K $367K
SPOT
Spotify Technology S.A.

Communication Services
78
+ 2.42%
$290.16 - $384.01 $22.6K - $30K
3.3K $1.22M
GE
General Electric CO

Industrials
123
+ 2.01%
$156.66 - $189.66 $19.3K - $23.3K
6.24K $1.18M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.67K
+ 9.22%
$30.71 - $34.79 $113K - $128K
43.5K $1.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
645
+ 1.44%
$60.84 - $67.51 $39.2K - $43.5K
45.4K $3.06M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.7K
+ 9.6%
$47.41 - $50.82 $128K - $137K
30.8K $1.55M
VT
Vanguard Total World Stk Index

ETFs
349
+ 1.59%
$107.72 - $119.96 $37.6K - $41.9K
22.4K $2.68M
RSG
Republic Services, Inc.

Industrials
828
+ 17.35%
$189.34 - $208.21 $157K - $172K
5.6K $1.12M
IR
Ingersoll Rand Inc.

Industrials
1.77K
+ 112.29%
$86.9 - $100.4 $154K - $178K
3.35K $329K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.08K
+ 7.61%
$51.3 - $59.04 $107K - $123K
29.4K $1.62M
AUB
Atlantic Union Bankshares Corp

Financial Services
4.94K
New
$32.43 - $41.89 $160K - $207K
4.94K $185K
ITOT
Ishares Core S&P Total U.S. St

ETFs
656
+ 4.56%
$113.41 - $125.62 $74.4K - $82.4K
15.1K $1.89M
LODE
Comstock Inc.

Real Estate
281K
+ 180.34%
$0.14 - $0.56 $39.3K - $157K
437K $205K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
18.7K
+ 40.52%
$7.45 - $8.23 $140K - $154K
64.9K $523K
VOT
Vanguard Mid Cap Growth Index

ETFs
573
+ 20.86%
$218.05 - $243.47 $125K - $140K
3.32K $808K
ARES
Ares Management Corp

Financial Services
472
+ 10.84%
$133.73 - $158.05 $63.1K - $74.6K
4.83K $752K
GLDM
World Gold Trust

ETFs
1.06K
+ 5.51%
$46.2 - $53.01 $48.9K - $56.1K
20.3K $1.06M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
12.3K
+ 170.99%
$12.49 - $13.7 $154K - $169K
19.5K $267K
MMM
3 M CO

Industrials
467
+ 15.21%
$99.69 - $139.42 $46.6K - $65.1K
3.54K $483K
TFC
Truist Financial Corp

Financial Services
1.88K
+ 8.23%
$38.22 - $44.94 $71.7K - $84.3K
24.6K $1.05M
CMPS
Compass Pathways PLC

Healthcare
18.8K
New
N/A
18.8K $160K
WAT
Waters Corp

Healthcare
429
+ 680.95%
$282.7 - $359.89 $121K - $154K
492 $177K
IAU
Ishares Gold Trust

ETFs
1.59K
+ 11.59%
$44.06 - $50.5 $70.1K - $80.4K
15.3K $761K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.68K
+ 803.9%
$150.73 - $974.56 $404K - $2.61M
3.01K $479K
NDAQ
Nasdaq, Inc.

Financial Services
510
+ 5.47%
$59.48 - $74.31 $30.3K - $37.9K
9.84K $718K
IGM
Ishares Expanded Tech Sector E

ETFs
1.6K
+ 287.77%
$84.03 - $98.62 $134K - $158K
2.16K $206K
IWC
Russell Micro Cap ETF

ETFs
1.07K
+ 43.94%
$112.21 - $129.46 $120K - $138K
3.49K $430K
OKE
Oneok Inc

Energy
35
+ 0.23%
$78.62 - $95.27 $2.75K - $3.33K
15K $1.37M
STLG
Ishares Factors Us Growth Styl

ETFs
2.94K
+ 253.76%
$47.04 - $54.35 $138K - $160K
4.09K $205K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.35K
+ 5.05%
$43.42 - $48.95 $58.6K - $66K
28.1K $1.37M
APTV
Aptiv PLC

Consumer Cyclical
1.93K
+ 2275.29%
$65.39 - $74.24 $126K - $144K
2.02K $145K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.21K
+ 8.15%
$30.27 - $34.42 $66.8K - $75.9K
29.3K $999K
WM
Waste Management Inc

Industrials
862
+ 12.16%
$196.96 - $223.45 $170K - $193K
7.95K $1.65M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
1.37K
+ 2.49%
$37.43 - $39.97 $51.4K - $54.9K
56.5K $2.26M
EXEL
Exelixis, Inc.

Healthcare
5.2K
+ 641.98%
$21.96 - $27.6 $114K - $144K
6.01K $155K
EWJ
Ishares Msci Japan ETF

ETFs
1.35K
+ 13.15%
$63.12 - $72.99 $85.5K - $98.8K
11.6K $833K
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email