Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
203
New
$311.9 - $446.04 $63.3K - $90.5K
203 $79K
JKHY
Henry Jack & Associates Inc

Technology
449
New
$171.12 - $186.18 $76.8K - $83.6K
449 $78K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.9K
+ 28.37%
$30.58 - $33.39 $88.5K - $96.7K
13.1K $410K
SLB
Schlumberger Limited

Energy
3.53K
+ 21.48%
$36.83 - $45.59 $130K - $161K
20K $764K
MGK
Vanguard Mega Cap Growth ETF

ETFs
101
+ 5.24%
$316.94 - $357.88 $32K - $36.1K
2.03K $696K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.46K
+ 28.16%
$56.06 - $61.35 $81.6K - $89.3K
6.62K $374K
IYJ
Ishares Tr

ETFs
566
+ 144.39%
$132.97 - $143.93 $75.3K - $81.5K
958 $127K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
7.78K
New
$9.77 - $10.51 $76K - $81.7K
7.78K $75K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.68K
+ 1457.39%
$43.84 - $48.76 $73.5K - $81.7K
1.79K $78K
QDEL
Quidel Ortho Corp

Healthcare
1.66K
New
$36.18 - $44.84 $60.1K - $74.5K
1.66K $73K
VFH
Vanguard Financial ETF

ETFs
481
+ 26.16%
$108.87 - $126.2 $52.4K - $60.7K
2.32K $273K
FIX
Comfort Systems Usa Inc

Industrials
101
+ 12.41%
$370.68 - $504.12 $37.4K - $50.9K
915 $388K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
19K
New
$3.76 - $4.47 $71.5K - $85K
19K $71K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.81K
+ 5303.77%
$24.55 - $25.16 $69K - $70.7K
2.86K $70K
HEI
Heico Corp

Industrials
319
+ 105.28%
$237.06 - $279.02 $75.6K - $89K
622 $147K
NYF
Ishares New York Muni Bond ETF

ETFs
1.27K
New
$52.85 - $54.34 $67.2K - $69.1K
1.27K $67K
BGB
Blackstone Strategic Credit Fund

Financial Services
5.5K
New
$12.19 - $12.64 $67K - $69.5K
5.5K $67K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
570
+ 5.0%
$126.68 - $134.74 $72.2K - $76.8K
12K $1.53M
IWM
Ishares Russell 2000 ETF

ETFs
283
+ 1.04%
$216.13 - $242.4 $61.2K - $68.6K
27.6K $6.1M
TRGP
Targa Resources Corp.

Energy
23
+ 1.18%
$150.58 - $207.69 $3.46K - $4.78K
1.98K $353K
CQP
Cheniere Energy Partners, L.P.

Energy
790
+ 15.5%
$48.06 - $58.87 $38K - $46.5K
5.89K $312K
X
United States Steel Corp

Basic Materials
1.9K
New
$30.14 - $42.31 $57.4K - $80.5K
1.9K $64K
IRM
Iron Mountain Inc

Real Estate
2.31K
+ 17.64%
$101.62 - $128.14 $234K - $295K
15.4K $1.62M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.34K
+ 19.78%
$55.45 - $61.08 $130K - $143K
14.2K $784K
PNR
Pentair PLC

Industrials
635
New
$95.0 - $109.21 $60.3K - $69.3K
635 $63K
NIO
Nio Inc.

Consumer Cyclical
16.7K
+ 348.08%
$4.31 - $7.21 $72K - $120K
21.5K $93K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
4.43K
New
$13.12 - $14.37 $58.2K - $63.7K
4.43K $60K
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.6K
+ 213.95%
$22.4 - $68.28 $574K - $1.75M
37.6K $871K
DRI
Darden Restaurants Inc

Consumer Cyclical
190
+ 18.06%
$155.96 - $188.66 $29.6K - $35.8K
1.24K $231K
LBRT
Liberty Energy Inc.

Energy
3K
New
$16.68 - $20.84 $50.1K - $62.6K
3K $59K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
752
New
$64.79 - $77.75 $48.7K - $58.5K
752 $57K
SPXC
Spx Corp

Industrials
390
New
$143.2 - $181.56 $55.8K - $70.8K
390 $56K
CRSP
Crispr Therapeutics Ag

Healthcare
1.48K
+ 303.69%
$38.65 - $55.15 $57.3K - $81.7K
1.97K $77K
DAL
Delta Air Lines, Inc.

Industrials
417
+ 14.32%
$47.46 - $65.77 $19.8K - $27.4K
3.33K $201K
CLH
Clean Harbors Inc

Industrials
238
+ 396.67%
$228.61 - $263.39 $54.4K - $62.7K
298 $68K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.3K
+ 218.33%
$22.01 - $66.82 $447K - $1.36M
29.6K $672K
DASH
Door Dash, Inc.

Communication Services
256
+ 67.19%
$141.93 - $180.48 $36.3K - $46.2K
637 $106K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
36.9K
New
$1.23 - $3.78 $45.4K - $139K
36.9K $52K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 1.08%
$473.15 - $574.01 $3.79K - $4.59K
746 $397K
TDW
Tidewater Inc

Energy
1.55K
+ 79.73%
$47.0 - $73.31 $72.7K - $113K
3.49K $190K
ON
On Semiconductor Corp

Technology
996
+ 81.64%
$63.05 - $74.7 $62.8K - $74.4K
2.22K $139K
AZO
Autozone Inc

Consumer Cyclical
14
+ 16.28%
$2981.19 - $3370.27 $41.7K - $47.2K
100 $320K
APO
Apollo Global Management, Inc.

Financial Services
3
+ 0.25%
$131.36 - $178.61 $394 - $536
1.23K $202K
FMF
First Trust Managed Futures St

ETFs
1.07K
New
$46.63 - $49.57 $49.8K - $52.9K
1.07K $50K
TUR
Ishares Msci Turkey ETF

ETFs
1.4K
New
$32.57 - $38.35 $45.6K - $53.7K
1.4K $50K
PNC
Pnc Financial Services Group, Inc.

Financial Services
127
+ 4.15%
$178.39 - $215.0 $22.7K - $27.3K
3.19K $614K
PKB
Invesco Exchange Traded Fd Tr

ETFs
654
+ 406.21%
$75.72 - $88.37 $49.5K - $57.8K
815 $61K
SUB
Ishares Short Term National Mu

ETFs
682
+ 1.93%
$104.94 - $106.2 $71.6K - $72.4K
36K $3.79M
OSPN
One Span Inc.

Technology
321
+ 1.49%
$14.47 - $19.38 $4.64K - $6.22K
21.9K $406K
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
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