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
PFM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$45.72 - $48.2 $91.4 - $96.4
674 $30K
KSS
Kohls Corp

Consumer Cyclical
4
+ 3.2%
$13.86 - $20.95 $55.4 - $83.8
129 $1K
EET
Proshares Tr Ultra Msci Emergi

ETFs
2
+ 1.89%
$50.48 - $64.73 $101 - $129
108 $5K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1
+ 0.62%
$28.33 - $31.77 $28.3 - $31.8
163 $4K
PUK
Prudential PLC

Financial Services
16
+ 4.86%
$15.52 - $18.99 $248 - $304
345 $5K
EGY
Vaalco Energy Inc

Energy
19
+ 1.43%
$4.24 - $6.38 $80.6 - $121
1.35K $5K
IYT
Ishares Tr U.S. Transportation

ETFs
3
+ 0.13%
$66.79 - $75.4 $200 - $226
2.35K $159K
CPT
Camden Property Trust

Real Estate
7
+ 1.93%
$112.52 - $127.03 $788 - $889
370 $42K
SEB
Seaboard Corp

Industrials
4
+ 23.53%
$2390.98 - $3163.38 $9.56K - $12.7K
21 $51K
VAL
Valaris LTD

Energy
821
+ 24.25%
$40.92 - $56.38 $33.6K - $46.3K
4.21K $186K
CSGP
Costar Group, Inc.

Real Estate
36
+ 3.34%
$69.7 - $81.97 $2.51K - $2.95K
1.11K $79K
DAR
Darling Ingredients Inc.

Consumer Defensive
169
+ 7.7%
$33.0 - $43.05 $5.58K - $7.28K
2.36K $79K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.3K
+ 198.66%
$27.54 - $83.04 $340K - $1.03M
18.6K $514K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
54
+ 13.08%
$26.49 - $40.28 $1.43K - $2.18K
467 $12K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
27
+ 1.99%
$8.43 - $9.68 $228 - $261
1.39K $11K
EXPD
Expeditors International Of Washington Inc

Industrials
7
+ 6.42%
$110.5 - $128.26 $774 - $898
116 $12K
EDC
Direxion Daily Emerging Market

ETFs
2
+ 1.21%
$28.77 - $41.67 $57.5 - $83.3
167 $4K
IXC
Ishares Tr Global Energy ETF

ETFs
201
+ 4.4%
$36.95 - $43.06 $7.43K - $8.66K
4.77K $182K
SG
Sweetgreen, Inc.

Consumer Cyclical
60
+ 4.66%
$31.7 - $43.97 $1.9K - $2.64K
1.35K $43K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.27K
+ 1.9%
$49.79 - $51.14 $63K - $64.7K
67.8K $3.4M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1
+ 0.37%
$79.93 - $88.06 $79.9 - $88.1
272 $21K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2
+ 0.6%
$101.82 - $114.06 $204 - $228
333 $34K
SNN
Smith & Nephew PLC

Healthcare
120
+ 17.54%
$24.29 - $30.81 $2.91K - $3.7K
804 $19K
PBA
Pembina Pipeline Corp

Energy
2
+ 0.37%
$35.89 - $43.35 $71.8 - $86.7
543 $20K
CLVT
Clarivate PLC

Technology
1.8K
+ 33.29%
$4.33 - $6.83 $7.79K - $12.3K
7.21K $36K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
2
+ 0.52%
$150.51 - $170.38 $301 - $341
389 $59K
AES
Aes Corp

Utilities
45
+ 8.86%
$12.44 - $20.24 $560 - $911
553 $7K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
189
+ 2.83%
$5.83 - $6.64 $1.1K - $1.25K
6.88K $41K
RY
Royal Bank Of Canada

Financial Services
11
+ 1.15%
$119.72 - $128.02 $1.32K - $1.41K
966 $116K
FMC
Fmc Corp

Basic Materials
10
+ 5.46%
$47.86 - $66.62 $479 - $666
193 $9K
ZOM
Zomedica Corp.

Healthcare
4.5K
+ 2.04%
$0.12 - $0.15 $540 - $675
225K $27K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
147
+ 1.77%
$8.17 - $8.66 $1.2K - $1.27K
8.46K $69K
CMS
Cms Energy Corp

Utilities
93
+ 4.04%
$65.76 - $71.94 $6.12K - $6.69K
2.4K $159K
UHAL
Amerco

Industrials
15
+ 3.28%
$67.46 - $78.4 $1.01K - $1.18K
473 $32K
CAG
Conagra Brands Inc.

Consumer Defensive
57
+ 5.83%
$26.48 - $32.72 $1.51K - $1.87K
1.04K $28K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
101
+ 2.1%
$5.26 - $6.15 $531 - $621
4.91K $25K
PFG
Principal Financial Group Inc

Financial Services
10
+ 2.56%
$74.91 - $91.26 $749 - $913
400 $30K
SDG
Ishares Trust Ishares Msci Glo

ETFs
1
+ 0.56%
$71.56 - $85.77 $71.6 - $85.8
181 $12K
BEP
Brookfield Renewable Partners L.P.

Utilities
6
+ 0.96%
$22.59 - $28.9 $136 - $173
630 $14K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.18K
+ 8.6%
$26.63 - $30.23 $31.5K - $35.8K
14.9K $397K
BOWL
Bowlero Corp.

Communication Services
130
+ 3.74%
$10.01 - $12.64 $1.3K - $1.64K
3.61K $36K
HYGV
Flexshares Tr High Yield Value

ETFs
14
+ 0.32%
$40.53 - $41.51 $567 - $581
4.36K $177K
FEM
First Trust Emerging Markets A

ETFs
15
+ 0.65%
$22.03 - $24.21 $330 - $363
2.33K $51K
SUI
Sun Communities Inc

Real Estate
1
+ 0.29%
$119.89 - $139.05 $120 - $139
351 $43K
SIVR
Abrdn Silver ETF Trust

ETFs
40
+ 1.72%
$27.61 - $33.22 $1.1K - $1.33K
2.36K $65K
EPR
Epr Properties

Real Estate
138
+ 7.04%
$43.17 - $49.39 $5.96K - $6.82K
2.1K $92K
MAS
Masco Corp

Industrials
1
+ 0.21%
$72.52 - $85.73 $72.5 - $85.7
469 $34K
SWBI
Smith & Wesson Brands, Inc.

Industrials
10
+ 0.55%
$9.79 - $14.1 $97.9 - $141
1.82K $18K
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 2.14%
$128.36 - $186.0 $513 - $744
191 $24K
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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