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
CAG
Conagra Brands Inc.

Consumer Defensive
189
+ 23.95%
$28.13 - $32.83 $5.32K - $6.2K
978 $31K
PJP
Invesco Exchange Traded Fd Tr

ETFs
51
+ 6.27%
$80.08 - $89.33 $4.08K - $4.56K
865 $75K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
300
+ 3.23%
$16.42 - $18.12 $4.93K - $5.44K
9.6K $173K
TRMB
Trimble Inc.

Technology
7
+ 0.63%
$49.82 - $62.06 $349 - $434
1.12K $69K
IEP
Icahn Enterprises L.P.

Industrials
2.25K
+ 29.03%
$10.02 - $17.78 $22.5K - $40K
10K $135K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
74
+ 26.91%
$104.47 - $116.17 $7.73K - $8.6K
349 $37K
IYT
Ishares Tr U.S. Transportation

ETFs
3
+ 0.13%
$61.35 - $68.92 $184 - $207
2.35K $161K
RFV
Invesco Exchange Traded Fd Tr

ETFs
55
+ 687.5%
$108.97 - $119.83 $5.99K - $6.59K
63 $7K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
435
+ 36.55%
$12.11 - $14.16 $5.27K - $6.16K
1.63K $22K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
327
+ 7.14%
$11.65 - $12.45 $3.81K - $4.07K
4.91K $60K
IHF
Ishares Tr

ETFs
2
+ 0.16%
$51.37 - $58.67 $103 - $117
1.28K $73K
TNA
Direxion Daily Small Cap Bull

ETFs
112
+ 37.33%
$34.86 - $49.09 $3.9K - $5.5K
412 $18K
MTCH
Match Group, Inc.

Communication Services
85
+ 16.63%
$29.34 - $38.14 $2.49K - $3.24K
596 $22K
ICSH
Blackrock Ultra Short Term Bon

ETFs
87
+ 1.16%
$50.32 - $50.75 $4.38K - $4.42K
7.6K $385K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
84
+ 840.0%
$65.15 - $72.97 $5.47K - $6.13K
94 $6K
FSTA
Fidelity Covington Tr Msci Con

ETFs
39
+ 3.86%
$47.12 - $51.72 $1.84K - $2.02K
1.05K $53K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
+ 26.67%
$305.34 - $350.41 $4.89K - $5.61K
76 $26K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
3
+ 0.22%
$73.65 - $83.67 $221 - $251
1.36K $111K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
27
+ 1.5%
$15.15 - $19.2 $409 - $518
1.83K $33K
CBOE
Cboe Global Markets, Inc.

Financial Services
9
+ 8.18%
$168.57 - $213.65 $1.52K - $1.92K
119 $24K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
6
+ 0.39%
$46.96 - $52.62 $282 - $316
1.54K $80K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
14
+ 3.55%
$110.06 - $128.44 $1.54K - $1.8K
408 $51K
KEY
Keycorp

Financial Services
37
+ 1.59%
$13.95 - $17.34 $516 - $642
2.36K $39K
REG
Regency Centers Corp

Real Estate
23
+ 4.6%
$61.64 - $75.18 $1.42K - $1.73K
523 $37K
CPT
Camden Property Trust

Real Estate
2
+ 0.55%
$107.5 - $126.88 $215 - $254
363 $44K
FSP
Franklin Street Properties Corp

Real Estate
100
+ 0.51%
$1.48 - $1.82 $148 - $182
19.8K $35K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
213
+ 591.67%
$19.01 - $20.7 $4.05K - $4.41K
249 $5K
PHK
Pimco High Income Fund

Financial Services
11
+ 0.05%
$4.76 - $5.0 $52.4 - $55
23.6K $118K
F
Ford Motor CO

Consumer Cyclical
6.12K
+ 20.44%
$9.71 - $14.55 $59.5K - $89.1K
36.1K $380K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
71
+ 355.0%
$43.86 - $57.05 $3.11K - $4.05K
91 $5K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
1
+ 0.02%
$17.9 - $19.03 $17.9 - $19
4.9K $92K
TDIV
First Trust Nasdaq Technology

ETFs
7
+ 0.74%
$70.51 - $81.07 $494 - $567
957 $76K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1
+ 0.01%
$33.87 - $34.82 $33.9 - $34.8
9.36K $325K
PCG
Pg&E Corp

Utilities
85
+ 5.62%
$17.08 - $20.6 $1.45K - $1.75K
1.6K $31K
CMC
Commercial Metals CO

Basic Materials
94
+ 19.5%
$48.67 - $60.35 $4.57K - $5.67K
576 $31K
SCHC
Schwab Strategic Tr Intl Small

ETFs
108
+ 142.11%
$34.48 - $38.87 $3.72K - $4.2K
184 $7K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1
+ 0.02%
$38.45 - $40.05 $38.5 - $40.1
5.05K $202K
JNPR
Juniper Networks Inc

Technology
14
+ 0.85%
$36.35 - $39.03 $509 - $546
1.66K $64K
WTW
Willis Towers Watson PLC

Financial Services
4
+ 3.81%
$257.34 - $294.53 $1.03K - $1.18K
109 $32K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
210
+ 2.39%
$9.59 - $10.12 $2.01K - $2.13K
9K $90K
FVAL
Fidelity Covington Tr Value Fa

ETFs
88
+ 352.0%
$55.27 - $60.6 $4.86K - $5.33K
113 $6K
LIT
Global X Fds Global X Lithium

ETFs
41
+ 7.21%
$35.01 - $43.59 $1.44K - $1.79K
610 $26K
AGNC
Agnc Investment Corp.

Real Estate
300
+ 16.79%
$9.48 - $10.66 $2.84K - $3.2K
2.09K $21K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1
+ 1.56%
$263.97 - $344.64 $264 - $345
65 $21K
ITT
Itt Inc.

Industrials
1
+ 0.52%
$125.05 - $150.55 $125 - $151
192 $28K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
+ 0.7%
$162.45 - $195.17 $162 - $195
143 $27K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.63%
$232.12 - $260.07 $232 - $260
161 $41K
IRDM
Iridium Communications Inc.

Communication Services
7
+ 0.7%
$25.17 - $31.03 $176 - $217
1.01K $30K
PFG
Principal Financial Group Inc

Financial Services
9
+ 2.36%
$72.94 - $87.46 $656 - $787
390 $33K
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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