Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.21K
+ 8.79%
$39.95 - $45.86 $48.2K - $55.4K
14.9K $682K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
163
+ 1.45%
$117.9 - $128.2 $19.2K - $20.9K
11.4K $1.46M
IOT
Samsara Inc.

Technology
200
+ 2.44%
$34.85 - $49.75 $6.97K - $9.95K
8.4K $404K
AIT
Applied Industrial Technologies Inc

Industrials
556
+ 545.1%
$183.8 - $224.77 $102K - $125K
658 $146K
SAP
Sap Se

Technology
395
+ 30.41%
$197.21 - $231.0 $77.9K - $91.2K
1.69K $388K
SOFI
So Fi Technologies, Inc.

Financial Services
5K
+ 7.26%
$6.32 - $8.19 $31.6K - $40.9K
73.8K $579K
DELL
Dell Technologies Inc.

Technology
1.35K
+ 73.62%
$87.89 - $145.97 $119K - $197K
3.19K $377K
EXC
Exelon Corp

Utilities
1.95K
+ 25.97%
$34.24 - $40.55 $66.6K - $78.9K
9.43K $382K
PLD
Prologis, Inc.

Real Estate
552
+ 14.67%
$111.95 - $132.43 $61.8K - $73.1K
4.32K $544K
ITB
Ishares Tr

ETFs
9
+ 0.2%
$97.52 - $128.64 $878 - $1.16K
4.49K $571K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.35K
+ 79.02%
$24.8 - $25.75 $108K - $112K
9.86K $253K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.49K
+ 62.3%
$39.49 - $42.12 $98.4K - $105K
6.49K $273K
PAUG
Innovator U.S. Equity Power Bu

ETFs
2.28K
+ 13.55%
$35.57 - $37.86 $81.1K - $86.3K
19.1K $723K
PH
Parker Hannifin Corp

Industrials
39
+ 5.86%
$501.01 - $635.92 $19.5K - $24.8K
705 $445K
PNC
Pnc Financial Services Group, Inc.

Financial Services
121
+ 4.12%
$156.14 - $187.2 $18.9K - $22.7K
3.06K $565K
LHX
L3 Harris Technologies, Inc.

Industrials
330
+ 14.7%
$221.96 - $243.27 $73.2K - $80.3K
2.58K $612K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
792
+ 1.2%
$49.93 - $51.15 $39.5K - $40.5K
66.6K $3.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
392
+ 560.0%
$241.93 - $282.86 $94.8K - $111K
462 $122K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 24.22%
$61.47 - $67.36 $77.8K - $85.2K
6.49K $436K
JBLU
Jetblue Airways Corp

Industrials
15.6K
+ 375.69%
$4.57 - $6.66 $71.3K - $104K
19.7K $129K
VFH
Vanguard Financial ETF

ETFs
857
+ 87.27%
$99.27 - $111.21 $85.1K - $95.3K
1.84K $202K
COF
Capital One Financial Corp

Financial Services
355
+ 7.82%
$131.42 - $153.05 $46.7K - $54.3K
4.89K $732K
AJG
Arthur J. Gallagher & Co.

Financial Services
219
+ 11.74%
$259.22 - $299.75 $56.8K - $65.6K
2.09K $586K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
427
+ 3.59%
$70.02 - $76.68 $29.9K - $32.7K
12.3K $945K
MET
Metlife Inc

Financial Services
236
+ 3.61%
$67.96 - $82.48 $16K - $19.5K
6.77K $558K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.07%
$531.86 - $624.21 $532 - $624
1.49K $918K
YUM
Yum Brands Inc

Consumer Cyclical
476
+ 11.16%
$125.95 - $139.96 $60K - $66.6K
4.74K $662K
OSPN
One Span Inc.

Technology
1.02K
+ 4.97%
$12.5 - $16.65 $12.8K - $17K
21.6K $359K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.24K
+ 11.75%
$56.04 - $62.99 $69.6K - $78.2K
11.8K $721K
NTAP
Net App, Inc.

Technology
799
+ 118.55%
$114.18 - $134.62 $91.2K - $108K
1.47K $181K
WPM
Wheaton Precious Metals Corp.

Basic Materials
842
+ 17.28%
$52.04 - $64.22 $43.8K - $54.1K
5.71K $349K
O
Realty Income Corp

Real Estate
293
+ 4.35%
$52.36 - $63.42 $15.3K - $18.6K
7.03K $445K
JPIN
Jp Morgan Diversified Return I

ETFs
332
+ 2.3%
$54.1 - $60.82 $18K - $20.2K
14.8K $888K
STRL
Sterling Construction CO Inc

Industrials
213
+ 9.7%
$102.56 - $148.9 $21.8K - $31.7K
2.41K $349K
ET
Energy Transfer LP

Energy
6.54K
+ 6.95%
$15.43 - $16.44 $101K - $107K
101K $1.62M
AIG
American International Group, Inc.

Financial Services
1.28K
+ 31.13%
$70.16 - $79.23 $89.5K - $101K
5.37K $393K
PEG
Public Service Enterprise Group Inc

Utilities
142
+ 2.87%
$73.58 - $89.21 $10.4K - $12.7K
5.09K $453K
MS
Morgan Stanley

Financial Services
68
+ 0.6%
$92.07 - $106.96 $6.26K - $7.27K
11.4K $1.19M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
651
+ 96.73%
$112.99 - $126.45 $73.6K - $82.3K
1.32K $166K
IBKR
Interactive Brokers Group, Inc.

Financial Services
393
+ 20.51%
$108.65 - $139.41 $42.7K - $54.8K
2.31K $321K
MBB
Ishares Tr

ETFs
203
+ 1.2%
$90.85 - $96.66 $18.4K - $19.6K
17.1K $1.64M
IXN
Ishares Global Information Tec

ETFs
1.06K
+ 12.05%
$73.0 - $87.81 $77.5K - $93.3K
9.87K $814K
FIX
Comfort Systems Usa Inc

Industrials
45
+ 5.85%
$292.14 - $396.82 $13.1K - $17.9K
814 $317K
CYBR
Cyber Ark Software Ltd.

Technology
213
+ 17.76%
$241.52 - $291.61 $51.4K - $62.1K
1.41K $411K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
197
+ 1.87%
$70.04 - $77.47 $13.8K - $15.3K
10.7K $830K
GLW
Corning Inc

Technology
292
+ 2.66%
$37.76 - $46.2 $11K - $13.5K
11.3K $509K
SKX
Skechers Usa Inc

Consumer Cyclical
1.21K
+ 964.8%
$59.45 - $70.15 $71.7K - $84.6K
1.33K $89K
EWX
Spdr S&P Emerging Markets Smal

ETFs
364
+ 2.8%
$54.3 - $62.38 $19.8K - $22.7K
13.4K $832K
LNG
Cheniere Energy, Inc.

Energy
405
+ 38.53%
$172.24 - $186.09 $69.8K - $75.4K
1.46K $261K
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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