Spire Wealth Management Incresed Positions in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
2
+ 1.46%
$50.23 - $50.46 $100 - $101
139 $6K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
+ 9.8%
$83.82 - $95.89 $419 - $479
56 $4K
SATS
Echo Star Corp

Technology
45
+ 26.01%
$21.52 - $27.17 $968 - $1.22K
218 $4K
BFB
Brown Forman Corp Cl B
19
+ 32.76%
N/A
77 $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.46%
N/A
438 $13K
DXC
Dxc Technology CO

Technology
17
+ 15.89%
$19.59 - $22.83 $333 - $388
124 $2K
ICSH
Blackrock Ultra Short Term Bon

ETFs
51
+ 0.67%
$50.35 - $50.69 $2.57K - $2.59K
7.65K $385K
SRTY
Proshares Tr Ultrashort Short

ETFs
6
+ 4.65%
$14.75 - $21.35 $88.5 - $128
135 $2K
WMG
Warner Music Group Corp.

Communication Services
1
+ 0.52%
$30.73 - $33.67 $30.7 - $33.7
194 $6K
OSK
Oshkosh Corp

Industrials
2
+ 8.0%
$93.84 - $115.52 $188 - $231
27 $2K
FDEM
Fidelity Emerging Markets Mult
1
+ 0.42%
N/A
241 $0
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 6.38%
$264.2 - $326.32 $793 - $979
50 $13K
ESP
Espey Mfg & Electronics Corp

Industrials
3
+ 0.72%
$27.42 - $32.8 $82.3 - $98.4
421 $12K
SMG
Scotts Miracle Gro CO

Basic Materials
25
+ 35.71%
$65.14 - $93.47 $1.63K - $2.34K
95 $6K
ERIC
Ericsson Lm Telephone CO

Technology
33
+ 10.15%
$7.36 - $8.59 $243 - $283
358 $2K
FNDA
Schwab Fundamental U S Small C

ETFs
179
+ 100.0%
$29.26 - $59.11 $5.24K - $10.6K
358 $10K
RDY
Dr Reddys Laboratories LTD

Healthcare
532
+ 400.0%
$13.99 - $79.75 $7.44K - $42.4K
665 $10K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1
+ 0.66%
$66.67 - $74.08 $66.7 - $74.1
152 $10K
TFSL
Tfs Financial Corp

Financial Services
17
+ 2.12%
$12.52 - $14.53 $213 - $247
818 $10K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
23
+ 2.54%
$10.71 - $11.38 $246 - $262
929 $10K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1
+ 0.95%
$67.38 - $75.88 $67.4 - $75.9
106 $7K
PNOV
Innovator U.S. Equity Power Bu
9.33K
+ 47.95%
N/A
28.8K $0
RELX
Relx PLC

Communication Services
20
+ 2.51%
$44.45 - $48.63 $889 - $973
817 $37K
BBDC
Barings Bdc, Inc.

Financial Services
310
+ 2.73%
$9.27 - $10.33 $2.87K - $3.2K
11.7K $111K
VOOV
Vanguard S&P 500 Value ETF

ETFs
29
+ 3.89%
$184.21 - $199.29 $5.34K - $5.78K
775 $142K
ALC
Alcon Inc

Healthcare
76
+ 17.92%
$83.87 - $99.15 $6.37K - $7.54K
500 $42K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
256
+ 5.22%
$11.71 - $12.47 $3K - $3.19K
5.16K $60K
BAUG
Innovator U.S. Equity Buffer E
1
+ 0.02%
N/A
5.4K $0
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
215
+ 2.39%
$9.64 - $10.11 $2.07K - $2.17K
9.22K $90K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1
+ 0.01%
$14.28 - $14.81 $14.3 - $14.8
7.31K $105K
QTUM
ETF Ser Solutions Defiance Qua
1.89K
+ 2518.67%
N/A
1.96K $0
JNPR
Juniper Networks Inc

Technology
74
+ 4.46%
$35.08 - $39.26 $2.6K - $2.91K
1.73K $64K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
7
+ 0.27%
$22.04 - $23.08 $154 - $162
2.63K $58K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
14
+ 1.25%
$80.18 - $88.79 $1.12K - $1.24K
1.13K $91K
SAN
Banco Santander, S.A.

Financial Services
89
+ 3.39%
$4.49 - $5.05 $400 - $449
2.71K $12K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.71%
$26.61 - $29.85 $26.6 - $29.9
142 $3K
TER
Teradyne, Inc

Technology
8
+ 4.4%
$102.58 - $133.62 $821 - $1.07K
190 $23K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
45
+ 2.06%
$5.71 - $6.89 $257 - $310
2.23K $13K
CZA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.7%
$103.81 - $113.57 $104 - $114
143 $14K
WING
Wingstop Inc.

Consumer Cyclical
2
+ 40.0%
$281.09 - $422.95 $562 - $846
7 $1K
MTCH
Match Group, Inc.

Communication Services
62
+ 10.4%
$30.29 - $38.64 $1.88K - $2.4K
658 $21K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1
+ 1.59%
$46.07 - $48.17 $46.1 - $48.2
64 $2K
TDIV
First Trust Nasdaq Technology

ETFs
6
+ 0.63%
$78.03 - $82.13 $468 - $493
963 $75K
TECH
Bio Techne Corp

Healthcare
2
+ 1.87%
$66.37 - $78.17 $133 - $156
109 $7K
SON
Sonoco Products CO

Consumer Cyclical
370
+ 11.46%
$48.6 - $54.89 $18K - $20.3K
3.6K $175K
LNT
Alliant Energy Corp

Utilities
5
+ 0.48%
$56.24 - $63.63 $281 - $318
1.04K $61K
NEAR
Blackrock Short Maturity Bond

ETFs
2
+ 0.15%
$50.28 - $51.08 $101 - $102
1.36K $68K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4
+ 2.17%
$33.93 - $38.37 $136 - $153
188 $6K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
34
+ 1.86%
$16.73 - $19.67 $569 - $669
1.86K $32K
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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