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
DIS
Walt Disney CO

Communication Services
156
+ 0.48%
$92.39 - $117.6 $14.4K - $18.3K
32.6K $3.63M
VB
Vanguard Small Cap ETF

ETFs
1.61K
+ 4.09%
$233.76 - $261.58 $377K - $422K
41.1K $9.87M
CBRE
Cbre Group, Inc.

Real Estate
3.44K
+ 56.89%
$119.22 - $140.71 $410K - $484K
9.48K $1.24M
AMT
American Tower Corp

Real Estate
3.92K
+ 84.51%
$179.4 - $232.01 $703K - $909K
8.55K $1.57M
GS
Goldman Sachs Group Inc

Financial Services
179
+ 3.65%
$486.1 - $608.57 $87K - $109K
5.09K $2.91M
VIG
Vanguard Dividend Appreciation

ETFs
2.61K
+ 9.26%
N/A
30.8K $5.62M
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.4K
+ 451.38%
$25.93 - $105.3 $1.1M - $4.47M
51.8K $1.44M
XLI
Industrial Sector Spdr

ETFs
8.03K
+ 4.97%
$131.76 - $143.99 $1.06M - $1.16M
170K $22.3M
FXI
Ishares Tr

ETFs
15.7K
+ 121.39%
$29.52 - $36.69 $462K - $574K
28.6K $869K
VRT
Vertiv Holdings CO

Industrials
5.29K
+ 194.73%
N/A
8K $693K
VO
Vanguard Mid Cap ETF

ETFs
1.71K
+ 36.98%
$261.5 - $284.63 $446K - $486K
6.32K $1.67M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.08K
+ 0.45%
$61.52 - $66.5 $66.4K - $71.8K
242K $15.4M
BK
Bank Of New York Mellon Corp

Financial Services
5.27K
+ 163.46%
$70.82 - $81.87 $373K - $431K
8.49K $652K
SKYY
First Trust Cloud Computing Et

ETFs
2.51K
+ 35.46%
$99.98 - $130.46 $251K - $327K
9.58K $1.14M
DGRO
Ishares Core Dividend Growth E

ETFs
7.2K
+ 35.94%
$60.73 - $64.94 $437K - $468K
27.2K $1.67M
AIT
Applied Industrial Technologies Inc

Industrials
1.66K
+ 252.74%
$220.05 - $280.49 $366K - $466K
2.32K $555K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 98.19%
$119.61 - $136.3 $383K - $437K
6.47K $799K
ET
Energy Transfer LP

Energy
2.32K
+ 2.31%
$16.05 - $19.86 $37.2K - $46.1K
103K $2.02M
EQIX
Equinix Inc

Real Estate
362
+ 34.05%
$865.69 - $985.0 $313K - $357K
1.43K $1.34M
BAC
Bank Of America Corp

Financial Services
1.59K
+ 2.31%
$39.22 - $47.77 $62.5K - $76.1K
70.4K $3.1M
ARKQ
Ark Autonomous Technology & Ro

ETFs
4.63K
+ 23140.0%
$60.57 - $82.2 $280K - $380K
4.65K $359K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.27K
+ 15.07%
$124.26 - $134.12 $282K - $304K
17.3K $2.23M
GDDY
Go Daddy Inc.

Technology
1.66K
+ 1723.96%
$153.16 - $209.03 $253K - $346K
1.75K $345K
IAU
Ishares Gold Trust

ETFs
6.59K
+ 42.99%
$48.37 - $52.65 $319K - $347K
21.9K $1.09M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.8K
+ 30.06%
$15.9 - $17.05 $299K - $321K
81.5K $1.35M
MO
Altria Group, Inc.

Consumer Defensive
5.49K
+ 23.53%
$49.06 - $57.74 $269K - $317K
28.8K $1.51M
CGXU
Capital Group Intl Focus Equit

ETFs
15.4K
+ 45.23%
$24.67 - $26.94 $381K - $416K
49.6K $1.22M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 116.75%
$198.04 - $221.51 $273K - $306K
2.56K $539K
TFLO
Ishares Treasury Floating Rate

ETFs
6K
+ 64.26%
$50.37 - $50.63 $302K - $304K
15.3K $774K
JBLU
Jetblue Airways Corp

Industrials
34.7K
+ 175.92%
$5.63 - $8.05 $196K - $280K
54.5K $428K
TT
Trane Technologies PLC

Industrials
1.38K
+ 12.73%
$369.35 - $419.14 $508K - $577K
12.2K $4.5M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.55K
+ 972.33%
$180.39 - $205.43 $279K - $318K
1.71K $323K
IGV
Ishares Expanded Tech Software

ETFs
2.78K
+ 316.76%
$87.5 - $110.17 $243K - $306K
3.66K $365K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.11K
+ 12.87%
$110.69 - $154.48 $123K - $172K
9.77K $1.24M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
13.4K
+ 1342.9%
$19.73 - $23.93 $265K - $321K
14.4K $301K
DECK
Deckers Outdoor Corp

Consumer Cyclical
731
+ 24.29%
$152.04 - $211.12 $111K - $154K
3.74K $759K
GL
Globe Life Inc.

Financial Services
2.4K
+ 144.65%
$103.49 - $116.02 $249K - $279K
4.07K $453K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.98K
+ 3.06%
$176.42 - $186.91 $349K - $370K
66.6K $11.9M
MS
Morgan Stanley

Financial Services
211
+ 1.84%
$104.42 - $134.99 $22K - $28.5K
11.7K $1.47M
EA
Electronic Arts Inc.

Communication Services
1.86K
+ 881.04%
$140.69 - $167.97 $262K - $312K
2.07K $302K
COF
Capital One Financial Corp

Financial Services
717
+ 14.66%
$145.19 - $192.01 $104K - $138K
5.61K $1M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
12.3K
+ 239.56%
$21.41 - $23.64 $264K - $291K
17.5K $384K
WRB
Berkley W R Corp

Financial Services
4.5K
+ 1095.86%
$56.48 - $64.94 $254K - $292K
4.92K $287K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 256.2%
$113.79 - $124.5 $261K - $285K
3.19K $365K
PSEC
Prospect Capital Corp

Financial Services
66.9K
+ 265.17%
$4.16 - $5.34 $278K - $357K
92.1K $397K
XLE
Energy Sector Spdr

ETFs
5.66K
+ 5.45%
$83.32 - $97.27 $471K - $550K
109K $9.38M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.4K
+ 46666.67%
$174.04 - $205.27 $244K - $287K
1.4K $253K
DPZ
Dominos Pizza Inc

Consumer Cyclical
594
+ 1800.0%
$408.59 - $476.19 $243K - $283K
627 $263K
NRG
Nrg Energy, Inc.

Utilities
2.74K
+ 3045.56%
$85.3 - $101.61 $234K - $279K
2.83K $255K
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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