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
BNDX
Vanguard Total International B

ETFs
476
+ 1.97%
$48.91 - $50.61 $23.3K - $24.1K
24.6K $1.21M
EXPO
Exponent Inc

Industrials
22
+ 7.26%
$88.94 - $114.63 $1.96K - $2.52K
325 $28K
UTG
Reaves Utility Income Fund

Financial Services
14
+ 0.26%
$30.81 - $34.99 $431 - $490
5.42K $171K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.04%
$117.05 - $123.03 $117 - $123
2.81K $330K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
70
+ 1.74%
$29.34 - $32.61 $2.05K - $2.28K
4.08K $122K
THC
Tenet Healthcare Corp

Healthcare
91
+ 19.49%
$125.42 - $168.52 $11.4K - $15.3K
558 $70K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
17
+ 0.91%
$9.18 - $13.43 $156 - $228
1.89K $18K
PECO
Phillips Edison & Company, Inc.

Real Estate
70
+ 0.2%
$35.96 - $39.8 $2.52K - $2.79K
34.9K $1.31M
BIDU
Baidu, Inc.

Communication Services
39
+ 7.34%
$80.33 - $115.13 $3.13K - $4.49K
570 $48K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
44
+ 0.36%
$75.44 - $80.53 $3.32K - $3.54K
12.4K $938K
CTVA
Corteva, Inc.

Basic Materials
100
+ 1.34%
$55.21 - $64.13 $5.52K - $6.41K
7.57K $430K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
38
+ 0.32%
$57.38 - $61.11 $2.18K - $2.32K
12K $700K
TOL
Toll Brothers, Inc.

Consumer Cyclical
15
+ 4.53%
$123.8 - $167.8 $1.86K - $2.52K
346 $43K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
800
+ 6.15%
$2.96 - $4.24 $2.37K - $3.39K
13.8K $41K
SAIC
Science Applications International Corp

Technology
2
+ 0.6%
$110.11 - $154.1 $220 - $308
337 $37K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7
+ 0.13%
$69.58 - $74.87 $487 - $524
5.49K $384K
NGG
National Grid PLC

Utilities
20
+ 2.04%
$57.68 - $70.03 $1.15K - $1.4K
1K $59K
NTR
Nutrien Ltd.

Basic Materials
38
+ 1.24%
$44.04 - $50.78 $1.67K - $1.93K
3.1K $138K
INSW
International Seaways, Inc.

Energy
126
+ 14.72%
$32.46 - $54.3 $4.09K - $6.84K
982 $35K
CRL
Charles River Laboratories International, Inc.

Healthcare
9
+ 0.96%
$178.58 - $220.69 $1.61K - $1.99K
946 $174K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
43
+ 0.36%
$10.7 - $11.74 $460 - $505
11.9K $128K
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.4K
+ 204.53%
$25.79 - $80.4 $628K - $1.96M
36.3K $945K
FSLR
First Solar, Inc.

Technology
23
+ 11.62%
$175.88 - $240.66 $4.05K - $5.54K
221 $38K
VLO
Valero Energy Corp

Energy
117
+ 5.85%
$118.59 - $144.02 $13.9K - $16.9K
2.12K $259K
CNQ
Canadian Natural Resources LTD

Energy
314
+ 3.32%
$29.51 - $37.6 $9.27K - $11.8K
9.76K $301K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
326
+ 1.7%
$15.43 - $16.42 $5.03K - $5.35K
19.5K $303K
LAMR
Lamar Advertising CO

Real Estate
76
+ 4.22%
$121.37 - $138.11 $9.22K - $10.5K
1.88K $228K
IHF
Ishares Tr

ETFs
1
+ 0.08%
$47.41 - $56.83 $47.4 - $56.8
1.28K $61K
SAND
Sandstorm Gold LTD

Basic Materials
453
+ 1.25%
$5.36 - $6.48 $2.43K - $2.94K
36.8K $205K
MLM
Martin Marietta Materials Inc

Basic Materials
9
+ 1.2%
$516.5 - $619.58 $4.65K - $5.58K
762 $393K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
132
+ 1.88%
$26.65 - $29.34 $3.52K - $3.87K
7.14K $193K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12
+ 0.62%
$60.13 - $67.31 $722 - $808
1.95K $118K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7
+ 0.53%
$114.08 - $125.68 $799 - $880
1.33K $152K
IDV
Ishares Tr

ETFs
18
+ 0.35%
$27.03 - $29.92 $487 - $539
5.19K $142K
DGS
Wisdomtree Emerging Markets Sm

ETFs
6
+ 0.2%
$48.87 - $53.53 $293 - $321
2.98K $145K
PEG
Public Service Enterprise Group Inc

Utilities
121
+ 2.38%
$81.87 - $94.51 $9.91K - $11.4K
5.21K $439K
FEMS
First Trust Emerging Markets S

ETFs
15
+ 0.31%
$37.58 - $41.53 $564 - $623
4.91K $185K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1
+ 0.04%
$68.25 - $75.42 $68.3 - $75.4
2.37K $161K
ASC
Ardmore Shipping Corp

Industrials
134
+ 4.55%
$11.09 - $18.59 $1.49K - $2.49K
3.08K $37K
OMC
Omnicom Group Inc.

Communication Services
17
+ 1.68%
$85.82 - $105.47 $1.46K - $1.79K
1.03K $88K
CE
Celanese Corp

Basic Materials
27
+ 10.11%
$67.03 - $136.68 $1.81K - $3.69K
294 $20K
NEM
Newmont Corp

Basic Materials
22
+ 2.15%
$37.0 - $58.68 $814 - $1.29K
1.05K $38K
OI
O I Glass, Inc.

Consumer Cyclical
265
+ 3.07%
$9.95 - $13.37 $2.64K - $3.54K
8.9K $96K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
159
+ 1.69%
$16.2 - $18.98 $2.58K - $3.02K
9.56K $158K
ICLR
Icon PLC

Healthcare
112
+ 21.09%
$187.22 - $297.57 $21K - $33.3K
643 $134K
YUM
Yum Brands Inc

Consumer Cyclical
54
+ 1.14%
$130.36 - $139.54 $7.04K - $7.54K
4.8K $643K
TRU
Trans Union

Industrials
15
+ 0.83%
$92.71 - $108.67 $1.39K - $1.63K
1.83K $169K
ABEV
Ambev S.A.

Consumer Defensive
2.3K
+ 5.54%
$1.85 - $2.56 $4.26K - $5.89K
43.8K $81K
EWX
Spdr S&P Emerging Markets Smal

ETFs
505
+ 3.78%
$58.61 - $64.79 $29.6K - $32.7K
13.9K $812K
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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