Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
5.89K
New
$20.68 - $23.73 $122K - $140K
5.89K $123K
VMC
Vulcan Materials CO

Basic Materials
464
+ 123.4%
$237.95 - $292.31 $110K - $136K
840 $216K
MTB
M&T Bank Corp

Financial Services
654
New
$172.48 - $221.95 $113K - $145K
654 $122K
BOCT
Innovator U.S. Equity Buffer E

ETFs
2.53K
+ 17.45%
$42.04 - $44.04 $106K - $112K
17K $736K
KNSL
Kinsale Capital Group, Inc.

Financial Services
270
+ 1.96%
$424.05 - $524.22 $114K - $142K
14K $6.53M
ONON
On Holding Ag

Consumer Cyclical
2.04K
+ 134.21%
$46.3 - $59.54 $94.6K - $122K
3.57K $195K
CRVL
Corvel Corp

Financial Services
3.73K
+ 271.13%
$111.26 - $370.61 $415K - $1.38M
5.1K $567K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.35K
+ 1.05%
$63.58 - $71.15 $86K - $96.3K
130K $8.48M
ARES
Ares Management Corp

Financial Services
77
+ 1.59%
$153.38 - $183.7 $11.8K - $14.1K
4.91K $868K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.86K
New
$40.0 - $52.93 $115K - $152K
2.86K $115K
PHM
Pultegroup Inc

Consumer Cyclical
1.18K
+ 256.77%
$108.86 - $149.04 $128K - $175K
1.63K $177K
PRN
Invesco Dwa Industrials Moment

ETFs
710
+ 473.33%
$151.92 - $177.75 $108K - $126K
860 $132K
VOT
Vanguard Mid Cap Growth Index

ETFs
294
+ 8.86%
$241.48 - $274.89 $71K - $80.8K
3.61K $917K
JOBY
Joby Aviation, Inc.

Industrials
13.5K
New
$4.8 - $9.16 $64.7K - $123K
13.5K $109K
DTM
Dt Midstream, Inc.

Energy
981
+ 242.82%
$78.85 - $108.56 $77.4K - $106K
1.39K $137K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.84K
New
$35.32 - $44.84 $100K - $127K
2.84K $105K
VOX
Vanguard Communication Service

ETFs
228
+ 3.16%
$144.31 - $163.57 $32.9K - $37.3K
7.45K $1.15M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.7K
New
$59.24 - $74.8 $101K - $127K
1.7K $104K
PSIX
Power Solutions International, Inc.

Industrials
3.24K
New
$17.3 - $33.35 $56.1K - $108K
3.24K $104K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.77K
+ 1.06%
$54.54 - $61.04 $96.6K - $108K
169K $9.42M
SYK
Stryker Corp

Healthcare
296
+ 9.44%
$345.14 - $392.15 $102K - $116K
3.43K $1.24M
MDT
Medtronic PLC

Healthcare
2.48K
+ 26.48%
$79.61 - $92.24 $198K - $229K
11.8K $946K
DFS
Discover Financial Services

Financial Services
79
+ 2.92%
$136.3 - $182.67 $10.8K - $14.4K
2.79K $483K
RMD
Resmed Inc

Healthcare
1.1K
+ 11.34%
$228.69 - $256.07 $252K - $282K
10.8K $2.47M
CW
Curtiss Wright Corp

Industrials
288
New
$335.08 - $389.49 $96.5K - $112K
288 $102K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.7K
+ 16.31%
$80.13 - $83.77 $136K - $142K
12.1K $971K
ZVIA
Zevia Pbc

Consumer Defensive
24.1K
New
$1.03 - $4.19 $24.8K - $101K
24.1K $100K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
946
+ 271.06%
$101.77 - $113.02 $96.3K - $107K
1.3K $136K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.3K
+ 12.15%
$76.72 - $82.83 $100K - $108K
12K $928K
ARCC
Ares Capital Corp

Financial Services
1.26K
+ 1.73%
$20.74 - $22.27 $26.2K - $28.1K
74.5K $1.63M
LQD
Ishares Iboxx $ Investment Gra

ETFs
988
+ 74.34%
$106.56 - $113.11 $105K - $112K
2.32K $247K
WSM
Williams Sonoma Inc

Consumer Cyclical
399
+ 57.25%
$129.13 - $198.21 $51.5K - $79.1K
1.1K $202K
CME
Cme Group Inc.

Financial Services
359
+ 37.36%
$221.17 - $246.02 $79.4K - $88.3K
1.32K $306K
WMS
Advanced Drainage Systems, Inc.

Industrials
816
New
$114.63 - $163.52 $93.5K - $133K
816 $94K
SHV
Ishares Tr

ETFs
1.01K
+ 2.9%
$109.92 - $110.57 $111K - $112K
35.9K $3.95M
PHYS
Sprott Physical Gold Trust

Financial Services
5.96K
+ 5.59%
$19.66 - $21.66 $117K - $129K
113K $2.27M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.32K
+ 28.22%
$23.29 - $23.93 $100K - $103K
19.6K $460K
QBTS
D Wave Quantum Inc.

Technology
10.7K
New
$0.89 - $9.91 $9.56K - $106K
10.7K $89K
FNF
Fidelity National Financial, Inc.

Financial Services
1.59K
New
$55.19 - $63.83 $87.9K - $102K
1.59K $89K
AJG
Arthur J. Gallagher & Co.

Financial Services
289
+ 13.86%
$278.49 - $315.16 $80.5K - $91.1K
2.37K $673K
SLV
I Shares Silver Trust

ETFs
4.86K
+ 24.37%
$26.33 - $31.74 $128K - $154K
24.8K $653K
PI
Impinj Inc

Technology
601
New
$141.81 - $238.72 $85.2K - $143K
601 $87K
C
Citigroup Inc

Financial Services
7
+ 0.06%
$61.31 - $72.5 $429 - $508
11K $772K
HSY
Hershey CO

Consumer Defensive
656
+ 53.42%
$168.67 - $193.65 $111K - $127K
1.88K $319K
IGM
Ishares Expanded Tech Sector E

ETFs
685
+ 31.77%
$94.19 - $106.95 $64.5K - $73.3K
2.84K $290K
DLR
Digital Realty Trust, Inc.

Real Estate
217
+ 7.52%
$156.46 - $195.69 $34K - $42.5K
3.1K $550K
LASE
Laser Photonics Corp
14.1K
New
$4.32 - $14.26 $60.9K - $201K
14.1K $81K
AMSC
American Superconductor Corp

Industrials
2.63K
+ 17.65%
$21.33 - $36.81 $56.1K - $96.7K
17.5K $431K
RACE
Ferrari N.V.

Consumer Cyclical
200
+ 200.0%
$422.83 - $490.34 $84.6K - $98.1K
300 $127K
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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