Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.54K
+ 14.81%
$30.18 - $33.87 $46.4K - $52K
11.9K $366K
PDCO
Patterson Companies, Inc.

Healthcare
419
+ 11.2%
$19.57 - $31.4 $8.2K - $13.2K
4.16K $128K
LKQ
Lkq Corp

Consumer Cyclical
1.39K
+ 92.54%
$36.0 - $39.99 $50K - $55.5K
2.89K $106K
SCCO
Southern Copper Corp

Basic Materials
521
New
$91.13 - $117.95 $47.5K - $61.5K
521 $47K
INSM
Insmed Inc

Healthcare
685
New
$66.29 - $76.63 $45.4K - $52.5K
685 $47K
VLUE
Ishares Msci Usa Value Factor

ETFs
521
+ 18.82%
$104.01 - $115.38 $54.2K - $60.1K
3.29K $347K
RGTI
Rigetti Computing, Inc.

Technology
2.99K
New
$0.74 - $17.08 $2.21K - $51K
2.99K $45K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.73K
New
$26.08 - $27.65 $45.2K - $47.9K
1.73K $45K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
2.26K
New
$18.24 - $21.74 $41.2K - $49.1K
2.26K $44K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
2.17K
+ 27.31%
N/A
10.1K $197K
SHW
Sherwin Williams CO

Basic Materials
694
+ 14.9%
$338.75 - $399.71 $235K - $277K
5.35K $1.82M
IHE
Ishares Tr

ETFs
906
+ 24.74%
$65.15 - $71.86 $59K - $65.1K
4.57K $300K
WMB
Williams Companies, Inc.

Energy
106
+ 2.47%
$46.37 - $59.74 $4.92K - $6.33K
4.4K $237K
RPRX
Royalty Pharma PLC

Healthcare
1.7K
+ 377.56%
$24.28 - $28.39 $41.3K - $48.2K
2.15K $54K
PEBO
Peoples Bancorp Inc

Financial Services
1.35K
New
$28.88 - $36.02 $39K - $48.6K
1.35K $42K
PAA
Plains All American Pipeline LP

Energy
2.69K
+ 14.84%
$16.27 - $18.67 $43.8K - $50.2K
20.8K $355K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
700
+ 55.51%
$67.29 - $73.38 $47.1K - $51.4K
1.96K $133K
APLD
Applied Blockchain, Inc.

Financial Services
5.57K
New
$5.97 - $10.68 $33.3K - $59.5K
5.57K $41K
K
Kellogg CO

Consumer Defensive
494
+ 55.95%
$80.34 - $81.29 $39.7K - $40.2K
1.38K $111K
GM
General Motors CO

Consumer Cyclical
83
+ 2.02%
$44.82 - $60.2 $3.72K - $5K
4.19K $223K
ELAN
Elanco Animal Health Inc

Healthcare
4.03K
+ 107.36%
$11.63 - $14.67 $46.8K - $59.1K
7.78K $94K
IONQ
Ion Q, Inc.

Technology
772
+ 406.32%
$8.17 - $48.24 $6.31K - $37.2K
962 $40K
HLN
Haleon PLC

Healthcare
4.14K
New
$9.23 - $10.71 $38.2K - $44.3K
4.14K $39K
T
At&T Inc.

Communication Services
100
+ 0.22%
$21.22 - $23.88 $2.12K - $2.39K
46.2K $1.05M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.03K
+ 21.09%
$17.93 - $18.8 $36.3K - $38.1K
11.6K $211K
AQN
Algonquin Power & Utilities Corp.

Utilities
10.2K
+ 149.63%
$4.31 - $5.52 $43.9K - $56.2K
17K $75K
NI
Nisource Inc.

Utilities
1.06K
New
$33.74 - $38.25 $35.6K - $40.4K
1.06K $38K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
460
+ 9.55%
$86.65 - $94.9 $39.9K - $43.7K
5.28K $458K
MUSA
Murphy Usa Inc.

Consumer Cyclical
68
+ 34.0%
$473.11 - $555.48 $32.2K - $37.8K
268 $134K
DHT
Dht Holdings, Inc.

Energy
3.9K
New
$8.89 - $12.06 $34.7K - $47K
3.9K $36K
WDAY
Workday, Inc.

Technology
34
+ 1.76%
$233.85 - $279.91 $7.95K - $9.52K
1.96K $505K
ICE
Intercontinental Exchange, Inc.

Financial Services
261
+ 56.74%
$148.29 - $166.93 $38.7K - $43.6K
721 $107K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.73K
+ 5.78%
$74.5 - $78.37 $204K - $214K
50K $3.74M
OLN
Olin Corp

Basic Materials
1.15K
+ 246.78%
$33.13 - $47.98 $38.1K - $55.2K
1.62K $54K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
43
+ 0.63%
$58.39 - $67.04 $2.51K - $2.88K
6.82K $432K
ETR
Entergy Corp

Utilities
844
+ 146.02%
$73.19 - $156.4 $61.8K - $132K
1.42K $107K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.22K
+ 415.99%
$26.05 - $29.17 $31.9K - $35.7K
1.52K $39K
AR
Antero Resources Corp

Energy
898
New
$25.54 - $35.52 $22.9K - $31.9K
898 $31K
OEF
Ishares S&P 100 ETF

ETFs
111
+ 2.48%
N/A
4.59K $1.22M
FELE
Franklin Electric CO Inc

Industrials
300
New
$95.71 - $110.4 $28.7K - $33.1K
300 $29K
NVAX
Novavax Inc

Healthcare
3.61K
New
$7.22 - $14.68 $26.1K - $53K
3.61K $29K
IAK
Ishares Tr

ETFs
248
+ 16.68%
$123.78 - $138.16 $30.7K - $34.3K
1.74K $219K
HOOD
Robinhood Markets, Inc.

Technology
549
+ 104.57%
$22.33 - $43.2 $12.3K - $23.7K
1.07K $40K
GTLS
Chart Industries Inc

Industrials
125
+ 183.82%
$119.65 - $202.35 $15K - $25.3K
193 $36K
MNST
Monster Beverage Corp

Consumer Defensive
549
New
$49.24 - $56.38 $27K - $31K
549 $28K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
1.39K
New
$20.38 - $21.75 $28.2K - $30.1K
1.39K $28K
HRB
H&R Block Inc

Consumer Cyclical
532
New
$52.14 - $63.36 $27.7K - $33.7K
532 $28K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.61K
+ 2.08%
$25.08 - $25.43 $65.5K - $66.4K
128K $3.23M
XEL
Xcel Energy Inc

Utilities
185
+ 2.77%
$62.16 - $72.92 $11.5K - $13.5K
6.87K $463K
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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