Spire Wealth Management Incresed Positions in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
508K
+ 33.54%
$50.25 - $50.74 $25.5M - $25.8M
2.02M $103M
VGSH
Vanguard

ETFs
360K
+ 119.5%
$57.74 - $59.13 $20.8M - $21.3M
661K $39M
AAPL
Apple Inc.

Technology
32.4K
+ 6.52%
$207.23 - $234.82 $6.72M - $7.62M
530K $123M
TDG
Trans Digm Group Inc

Industrials
5.31K
+ 2380.72%
$1202.03 - $1427.41 $6.38M - $7.58M
5.53K $7.9M
ISRG
Intuitive Surgical Inc

Healthcare
14K
+ 324.81%
$416.14 - $494.01 $5.83M - $6.92M
18.3K $9M
NFLX
Netflix Inc

Communication Services
9.21K
+ 83.0%
$598.55 - $722.26 $5.51M - $6.65M
20.3K $14.4M
META
Meta Platforms, Inc.

Communication Services
2.92K
+ 4.59%
$453.41 - $572.44 $1.33M - $1.67M
66.6K $38.1M
AMAT
Applied Materials Inc

Technology
30.1K
+ 175.17%
$174.88 - $254.97 $5.26M - $7.67M
47.3K $9.55M
COST
Costco Wholesale Corp

Consumer Defensive
4.46K
+ 15.22%
$801.83 - $917.05 $3.58M - $4.09M
33.7K $29.9M
APH
Amphenol Corp

Technology
73K
+ 16857.27%
$58.39 - $70.41 $4.26M - $5.14M
73.4K $4.78M
NEE
Nextera Energy Inc

Utilities
27.3K
+ 21.25%
$69.9 - $84.97 $1.91M - $2.32M
156K $13.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.86K
+ 20.59%
$475.2 - $527.7 $2.79M - $3.09M
34.3K $18.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.29K
+ 12.47%
$405.19 - $478.57 $1.74M - $2.05M
38.6K $17.8M
HD
Home Depot, Inc.

Consumer Cyclical
2.24K
+ 7.26%
$333.64 - $405.2 $748K - $908K
33.1K $13.4M
SSO
Proshares Ultra S&P 500

ETFs
20.8K
+ 21.85%
$73.92 - $90.17 $1.54M - $1.88M
116K $10.5M
HCA
Hca Healthcare, Inc.

Healthcare
5.69K
+ 239.31%
$315.12 - $406.43 $1.79M - $2.31M
8.06K $3.28M
CAT
Caterpillar Inc

Industrials
4.48K
+ 38.34%
$316.8 - $391.12 $1.42M - $1.75M
16.2K $6.33M
TT
Trane Technologies PLC

Industrials
5.32K
+ 97.06%
$314.21 - $388.71 $1.67M - $2.07M
10.8K $4.2M
LOW
Lowes Companies Inc

Consumer Cyclical
7.21K
+ 81.97%
$213.3 - $270.78 $1.54M - $1.95M
16K $4.33M
PWR
Quanta Services, Inc.

Industrials
3.46K
+ 11.48%
$239.58 - $298.23 $829K - $1.03M
33.6K $10M
CHD
Church & Dwight CO Inc

Consumer Defensive
21.2K
+ 24901.18%
$98.01 - $106.59 $2.07M - $2.26M
21.3K $2.22M
LMT
Lockheed Martin Corp

Industrials
1.95K
+ 21.91%
$460.3 - $584.56 $897K - $1.14M
10.8K $6.34M
AVGO
Broadcom Inc.

Technology
55.9K
+ 1063.05%
$136.27 - $1745.86 $7.62M - $97.6M
61.2K $10.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.6K
+ 74.34%
$89.91 - $101.33 $1.77M - $1.99M
46.1K $4.52M
FTNT
Fortinet, Inc.

Technology
7.6K
+ 9.39%
$55.39 - $77.55 $421K - $589K
88.5K $6.87M
PYPL
Pay Pal Holdings, Inc.

Financial Services
24.4K
+ 871.72%
$57.22 - $80.08 $1.4M - $1.96M
27.2K $2.13M
VTV
Vanguard Value ETF

ETFs
1.7K
+ 1.46%
$159.75 - $174.57 $271K - $296K
118K $20.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8.45K
+ 248.92%
$210.25 - $231.86 $1.78M - $1.96M
11.8K $2.64M
CI
Cigna Corp

Healthcare
5.11K
+ 131.59%
$319.12 - $367.1 $1.63M - $1.88M
9K $3.12M
IEFA
Ishares Tr

ETFs
5.39K
+ 2.1%
$70.09 - $78.74 $378K - $424K
262K $20.5M
CAH
Cardinal Health Inc

Healthcare
15.9K
+ 739.61%
$93.74 - $114.66 $1.49M - $1.83M
18.1K $2M
UBER
Uber Technologies, Inc

Technology
18.9K
+ 13.01%
$58.48 - $77.47 $1.1M - $1.46M
164K $12.3M
CL
Colgate Palmolive CO

Consumer Defensive
16.5K
+ 323.62%
$95.54 - $108.77 $1.58M - $1.8M
21.6K $2.25M
PGR
Progressive Corp

Financial Services
6.59K
+ 393.08%
$209.46 - $259.24 $1.38M - $1.71M
8.26K $2.1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
14.3K
+ 483.77%
$98.71 - $117.61 $1.41M - $1.69M
17.3K $2.03M
MSCI
Msci Inc.

Financial Services
2.95K
+ 3472.94%
$479.31 - $584.91 $1.41M - $1.73M
3.04K $1.77M
ALL
Allstate Corp

Financial Services
8.62K
+ 303.52%
$158.43 - $192.86 $1.37M - $1.66M
11.5K $2.17M
BBY
Best Buy CO Inc

Consumer Cyclical
16.4K
+ 1785.75%
$80.23 - $103.29 $1.32M - $1.7M
17.3K $1.79M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
31.9K
+ 105.4%
$44.24 - $49.47 $1.41M - $1.58M
62.2K $3.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.7K
+ 111.0%
$64.35 - $75.71 $1.27M - $1.49M
37.5K $2.76M
BKR
Baker Hughes CO

Energy
43.9K
+ 6011.35%
$32.92 - $38.72 $1.45M - $1.7M
44.7K $1.61M
MAR
Marriott International Inc

Consumer Cyclical
5.18K
+ 12.79%
$211.35 - $255.11 $1.1M - $1.32M
45.7K $11.4M
SHW
Sherwin Williams CO

Basic Materials
3.83K
+ 461.33%
$294.65 - $384.0 $1.13M - $1.47M
4.66K $1.78M
KBH
Kb Home

Consumer Cyclical
17.5K
+ 145783.33%
$65.35 - $89.63 $1.14M - $1.57M
17.5K $1.5M
PPG
Ppg Industries Inc

Basic Materials
10.5K
+ 232.18%
$118.32 - $134.55 $1.24M - $1.41M
15K $1.98M
GWW
W.W. Grainger, Inc.

Industrials
348
+ 4.63%
$896.19 - $1044.18 $312K - $363K
7.87K $8.18M
IWM
Ishares Russell 2000 ETF

ETFs
4.36K
+ 19.01%
$200.87 - $224.6 $876K - $980K
27.3K $6.03M
ADBE
Adobe Inc.

Technology
3.6K
+ 24.1%
$508.13 - $586.55 $1.83M - $2.11M
18.5K $9.59M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.6K
+ 29.47%
$81.31 - $83.29 $1.19M - $1.22M
64.1K $5.33M
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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