Spire Wealth Management Purchases in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NLOK
Norton Life Lock Inc.

Technology
989
+ 1336.49%
N/A
1.06K $22K
SOXL
Direxion Daily Semiconductor B

ETFs
830
+ 164.36%
$25.96 - $68.59 $21.5K - $56.9K
1.34K $48K
UYG
Proshares Ultra Financials

ETFs
80
+ 6.64%
$62.72 - $77.9 $5.02K - $6.23K
1.29K $98K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
33
+ 0.83%
$27.19 - $32.45 $897 - $1.07K
4.01K $129K
LDOS
Leidos Holdings, Inc.

Technology
33
+ 3.48%
$142.66 - $163.02 $4.71K - $5.38K
981 $159K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
46
+ 7.44%
$320.55 - $412.94 $14.7K - $19K
664 $258K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.06K
+ 15.44%
N/A
7.95K $154K
JHMM
John Hancock Multifactor Mid C

ETFs
105
+ 4.14%
$54.25 - $60.2 $5.7K - $6.32K
2.64K $159K
VTWO
Vanguard Russell 2000 ETF

ETFs
84
+ 5.26%
$81.17 - $90.77 $6.82K - $7.62K
1.68K $150K
DASH
Door Dash, Inc.

Communication Services
56
+ 17.23%
$100.28 - $143.99 $5.62K - $8.06K
381 $54K
RGA
Reinsurance Group Of America Inc

Financial Services
85
+ 139.34%
$192.62 - $225.79 $16.4K - $19.2K
146 $31K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
153
+ 1.65%
$16.15 - $18.66 $2.47K - $2.85K
9.4K $175K
AA
Alcoa Corp

Basic Materials
491
+ 327.33%
$28.17 - $42.44 $13.8K - $20.8K
641 $24K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.76K
New
$10.64 - $11.07 $18.7K - $19.5K
1.76K $19K
NRP
Natural Resource Partners LP

Energy
200
New
$83.14 - $100.53 $16.6K - $20.1K
200 $19K
OMF
One Main Holdings, Inc.

Financial Services
420
+ 83.33%
$43.27 - $53.14 $18.2K - $22.3K
924 $43K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3
+ 0.04%
$52.1 - $59.66 $156 - $179
6.77K $401K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
235
+ 31.0%
$63.28 - $70.06 $14.9K - $16.5K
993 $69K
THC
Tenet Healthcare Corp

Healthcare
27
+ 6.14%
$129.27 - $168.03 $3.49K - $4.54K
467 $77K
KNTK
Kinetik Holdings Inc.

Energy
400
New
$38.59 - $47.43 $15.4K - $19K
400 $18K
NEP
Nextera Energy Partners, LP

Utilities
650
+ 4.21%
$23.83 - $28.64 $15.5K - $18.6K
16.1K $444K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
1.5K
+ 75.0%
$10.65 - $11.21 $16K - $16.8K
3.5K $39K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
83
+ 4.47%
$60.13 - $68.17 $4.99K - $5.66K
1.94K $131K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
3
+ 0.02%
$36.35 - $38.17 $109 - $115
16.9K $643K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.52K
+ 47.71%
$11.03 - $18.11 $27.8K - $45.6K
7.8K $87K
AROC
Archrock, Inc.

Energy
796
+ 7.65%
$17.83 - $23.35 $14.2K - $18.6K
11.2K $226K
FOLD
Amicus Therapeutics, Inc.

Healthcare
1.57K
New
$9.55 - $12.09 $15K - $19K
1.57K $16K
ABR
Arbor Realty Trust Inc

Real Estate
1.01K
+ 219.96%
$12.89 - $15.66 $13.1K - $15.9K
1.48K $22K
CG
Carlyle Group Inc.

Financial Services
39
+ 0.8%
$37.24 - $49.74 $1.45K - $1.94K
4.94K $212K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9
+ 0.26%
$46.17 - $51.13 $416 - $460
3.53K $180K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
25
+ 0.49%
$20.08 - $23.22 $502 - $581
5.15K $119K
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 1.41%
$176.32 - $215.7 $1.06K - $1.29K
432 $93K
ELAN
Elanco Animal Health Inc

Healthcare
975
+ 35.14%
$11.85 - $15.47 $11.6K - $15.1K
3.75K $55K
CVLT
Commvault Systems Inc

Technology
102
New
$119.99 - $155.51 $12.2K - $15.9K
102 $15K
CWB
Spdr Bloomberg Convertible Sec

ETFs
7
+ 0.21%
$71.19 - $76.59 $498 - $536
3.27K $250K
SCI
Service Corp International

Consumer Cyclical
107
+ 12.71%
$69.55 - $80.63 $7.44K - $8.63K
949 $74K
RF
Regions Financial Corp

Financial Services
552
+ 90.64%
$19.51 - $23.42 $10.8K - $12.9K
1.16K $27K
MAS
Masco Corp

Industrials
104
+ 28.57%
$64.7 - $83.94 $6.73K - $8.73K
468 $39K
NEM
Newmont Corp

Basic Materials
89
+ 9.51%
$41.65 - $55.85 $3.71K - $4.97K
1.03K $54K
HNRG
Hallador Energy CO

Energy
1.67K
New
$5.34 - $9.7 $8.9K - $16.2K
1.67K $15K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
559
New
$21.98 - $25.4 $12.3K - $14.2K
559 $14K
DAL
Delta Air Lines, Inc.

Industrials
99
+ 3.52%
$37.32 - $51.8 $3.69K - $5.13K
2.91K $147K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
413
New
$25.55 - $35.66 $10.6K - $14.7K
413 $14K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
264
+ 4.49%
$26.01 - $27.41 $6.87K - $7.24K
6.15K $168K
GOLD
Barrick Gold Corp

Basic Materials
5
+ 0.12%
$16.56 - $21.01 $82.8 - $105
4.19K $83K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
366
+ 2.36%
$11.72 - $12.38 $4.29K - $4.53K
15.9K $196K
PPA
Invesco Exchange Traded Fd Tr

ETFs
31
+ 3.59%
$102.05 - $114.97 $3.16K - $3.56K
895 $102K
AVB
Avalonbay Communities Inc

Real Estate
22
+ 4.59%
$200.95 - $234.65 $4.42K - $5.16K
501 $112K
DT
Dynatrace, Inc.

Technology
158
+ 29.21%
$40.49 - $53.47 $6.4K - $8.45K
699 $37K
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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