Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SONY
Sony Group Corp

Technology
4.77K
+ 489.23%
$17.53 - $96.8 $83.6K - $462K
5.75K $121K
BNO
United States Brent Oil Fund, LP

ETFs
909
New
$28.12 - $32.01 $25.6K - $29.1K
909 $27K
APD
Air Products & Chemicals, Inc.

Basic Materials
146
+ 6.92%
$285.5 - $335.62 $41.7K - $49K
2.26K $654K
OTIS
Otis Worldwide Corp

Industrials
392
+ 43.22%
$92.57 - $106.01 $36.3K - $41.6K
1.3K $120K
NET
Cloudflare, Inc.

Technology
31
+ 3.71%
$78.11 - $117.56 $2.42K - $3.64K
867 $93K
HYDB
Ishares Tr Edge High Yield Def

ETFs
571
+ 107.74%
$46.68 - $47.95 $26.7K - $27.4K
1.1K $51K
JWN
Nordstrom Inc

Consumer Cyclical
1K
+ 90.91%
$21.42 - $24.9 $21.4K - $24.9K
2.1K $50K
GNRC
Generac Holdings Inc.

Industrials
169
+ 203.61%
$154.28 - $195.11 $26.1K - $33K
252 $39K
ASLE
Aer Sale Corp

Industrials
4.27K
New
$4.55 - $6.57 $19.4K - $28.1K
4.27K $26K
AGX
Argan Inc

Industrials
190
New
$100.91 - $160.81 $19.2K - $30.6K
190 $26K
SU
Suncor Energy Inc

Energy
948
+ 12.15%
$34.5 - $41.53 $32.7K - $39.4K
8.75K $312K
CMI
Cummins Inc

Industrials
26
+ 3.89%
$324.93 - $383.42 $8.45K - $9.97K
694 $241K
BLOK
Amplify ETF Tr Trnsformational

ETFs
501
+ 89.62%
$36.5 - $53.22 $18.3K - $26.7K
1.06K $45K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
975
+ 285.09%
$25.3 - $26.31 $24.7K - $25.7K
1.32K $33K
DBA
Invesco Db Agriculture Fund

ETFs
9
+ 0.02%
$24.81 - $27.83 $223 - $250
46.5K $1.24M
PAPR
Innovator U.S. Equity Power Bu

ETFs
4
+ 0.01%
$35.71 - $37.1 $143 - $148
32K $1.17M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
597
+ 11.55%
$42.95 - $45.72 $25.6K - $27.3K
5.77K $249K
VRSN
Verisign Inc

Technology
104
+ 69.8%
$176.68 - $206.96 $18.4K - $21.5K
253 $52K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.11K
New
$22.45 - $22.81 $24.9K - $25.3K
1.11K $24K
HYMU
Blackrock ETF Tr Ii High Yield
1.08K
New
$22.59 - $23.2 $24.3K - $24.9K
1.08K $24K
PVAL
Putnam ETF Tr Putnam Focused L
650
New
$36.85 - $39.99 $24K - $26K
650 $24K
ES
Eversource Energy

Utilities
965
+ 31.49%
$55.9 - $67.73 $53.9K - $65.4K
4.03K $231K
IQV
Iqvia Holdings Inc.

Healthcare
220
+ 42.88%
$190.97 - $236.63 $42K - $52.1K
733 $144K
AIQ
Global X Funds Global X Artifi

ETFs
500
+ 21.04%
$36.57 - $40.57 $18.3K - $20.3K
2.88K $111K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
58
+ 76.32%
$340.59 - $380.5 $19.8K - $22.1K
134 $49K
SII
Sprott Inc.

Financial Services
555
New
$41.42 - $47.55 $23K - $26.4K
555 $23K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.53K
+ 10.79%
$11.1 - $12.03 $50.3K - $54.5K
46.5K $524K
FNV
Franco Nevada Corp

Basic Materials
344
+ 12.79%
$113.26 - $137.22 $39K - $47.2K
3.03K $356K
QTEC
First Trust Nasdaq 100 Technol

ETFs
129
+ 16.15%
$185.87 - $204.12 $24K - $26.3K
928 $174K
DDOG
Datadog, Inc.

Technology
80
+ 21.45%
$113.98 - $168.65 $9.12K - $13.5K
453 $64K
VIS
Vanguard Industrial ETF

ETFs
89
+ 55.28%
$254.39 - $279.7 $22.6K - $24.9K
250 $63K
MFG
Mizuho Financial Group Inc

Financial Services
4.35K
+ 377.78%
$4.05 - $5.26 $17.6K - $22.9K
5.5K $26K
CIEN
Ciena Corp

Technology
265
+ 1558.82%
$61.45 - $91.14 $16.3K - $24.2K
282 $23K
BXSL
Blackstone Secured Lending Fund

Financial Services
700
New
$29.25 - $33.27 $20.5K - $23.3K
700 $22K
IREN
Iris Energy LTD

Financial Services
2.3K
New
$7.33 - $15.39 $16.9K - $35.4K
2.3K $22K
SPSC
Sps Commerce Inc

Technology
120
New
$165.0 - $198.81 $19.8K - $23.9K
120 $22K
ETN
Eaton Corp PLC

Industrials
48
+ 0.45%
$326.96 - $377.52 $15.7K - $18.1K
10.6K $3.53M
SRE
Sempra Energy

Utilities
215
+ 43.52%
$80.81 - $94.77 $17.4K - $20.4K
709 $62K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
304
+ 1.07%
$100.22 - $100.73 $30.5K - $30.6K
28.7K $2.88M
USD
Proshares Ultra Semiconductors

ETFs
1.88K
+ 100.05%
$60.77 - $143.71 $114K - $270K
3.75K $244K
MGM
Mgm Resorts International

Consumer Cyclical
815
+ 43.28%
$33.44 - $41.99 $27.3K - $34.2K
2.7K $93K
FCFS
First Cash Holdings, Inc.

Financial Services
200
New
$100.54 - $114.86 $20.1K - $23K
200 $20K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.3K
+ 142.73%
$18.41 - $40.87 $134K - $298K
12.4K $229K
AVY
Avery Dennison Corp

Industrials
130
+ 76.02%
$186.26 - $220.48 $24.2K - $28.7K
301 $56K
XYLD
Global X Fds S&P 500 Covered C

ETFs
449
+ 112.25%
$40.86 - $43.42 $18.3K - $19.5K
849 $35K
FNDF
Schwab Fundamental Intl Large

ETFs
619
+ 255.79%
$32.92 - $37.15 $20.4K - $23K
861 $28K
IBHE
Ishares Ibonds 2025 Term High

ETFs
860
New
$23.08 - $23.28 $19.8K - $20K
860 $19K
LPLA
Lpl Financial Holdings Inc.

Financial Services
20
+ 15.87%
$229.85 - $335.91 $4.6K - $6.72K
146 $47K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
293
+ 4.52%
$65.67 - $69.79 $19.2K - $20.4K
6.78K $454K
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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