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
GILD
Gilead Sciences, Inc.

Healthcare
1.3K
+ 9.08%
$83.95 - $97.9 $109K - $127K
15.6K $1.44M
PH
Parker Hannifin Corp

Industrials
370
+ 52.48%
$621.74 - $709.46 $230K - $263K
1.08K $683K
STLG
Ishares Factors Us Growth Styl

ETFs
4.51K
+ 110.16%
N/A
8.6K $432K
DTE
Dte Energy CO

Utilities
1.89K
+ 348.43%
$117.04 - $129.77 $221K - $246K
2.44K $294K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.12K
+ 7.44%
$48.33 - $49.08 $296K - $300K
88.4K $4.28M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.61K
+ 14.74%
$55.86 - $60.21 $202K - $217K
28.1K $1.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.24K
+ 4.95%
$66.77 - $71.52 $150K - $160K
47.6K $3.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
491
+ 25.09%
$173.13 - $258.09 $85K - $127K
2.45K $564K
RHI
Robert Half International Inc.

Industrials
2.98K
+ 37287.5%
$65.55 - $76.8 $196K - $229K
2.99K $210K
GLD
Spdr Gold Trust

ETFs
897
+ 9.72%
$236.59 - $257.5 $212K - $231K
10.1K $2.45M
MLI
Mueller Industries Inc

Industrials
2.49K
+ 353.76%
$71.2 - $95.34 $178K - $238K
3.2K $253K
AI
C3.Ai, Inc.

Technology
5.22K
+ 253.2%
$22.6 - $42.94 $118K - $224K
7.28K $250K
GE
General Electric CO

Industrials
1.99K
+ 31.96%
$159.95 - $194.23 $319K - $387K
8.23K $1.37M
RE
Everest Re Group LTD

Financial Services
533
+ 8883.33%
N/A
539 $199K
VITL
Vital Farms, Inc.

Consumer Defensive
4.7K
+ 66.2%
$28.13 - $40.91 $132K - $192K
11.8K $444K
RDVY
First Trust Rising Dividend Ac

ETFs
3.39K
+ 4.03%
$58.65 - $64.37 $199K - $218K
87.5K $5.18M
RKLB
Rocket Lab Usa, Inc.

Industrials
1.4K
+ 14.0%
$9.23 - $28.44 $12.9K - $39.8K
11.4K $290K
IBB
Ishares Biotechnology ETF

ETFs
1.7K
+ 65.92%
$131.21 - $148.85 $223K - $253K
4.27K $565K
ITA
Ishares Tr

ETFs
1.86K
+ 9.77%
$144.31 - $157.31 $268K - $292K
20.9K $3.03M
IBUY
Amplify ETF Tr Amplify Online

ETFs
2.87K
+ 1911.33%
$59.83 - $69.71 $172K - $200K
3.02K $195K
BWA
Borgwarner Inc

Consumer Cyclical
5.88K
+ 611.55%
$31.48 - $35.49 $185K - $209K
6.84K $217K
ARGT
Global X Msci Argentina ETF

ETFs
2.1K
+ 525.0%
$66.16 - $88.28 $139K - $185K
2.5K $206K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
344
+ 51.81%
$338.38 - $446.21 $116K - $153K
1.01K $438K
IOT
Samsara Inc.

Technology
4.94K
+ 58.75%
$42.67 - $56.35 $211K - $278K
13.3K $582K
RSG
Republic Services, Inc.

Industrials
856
+ 15.28%
$198.0 - $218.75 $169K - $187K
6.46K $1.3M
BALL
Ball Corp

Consumer Cyclical
3.2K
+ 21326.67%
$54.84 - $67.94 $175K - $217K
3.21K $176K
NSC
Norfolk Southern Corp

Industrials
1.06K
+ 19.04%
$230.6 - $277.0 $245K - $294K
6.64K $1.56M
SJNK
Spdr Bloomberg Short Term High

ETFs
7.03K
+ 71.3%
$25.09 - $25.69 $176K - $181K
16.9K $426K
TTD
Trade Desk, Inc.

Technology
685
+ 5.92%
$108.7 - $139.51 $74.5K - $95.6K
12.3K $1.44M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.15K
+ 1.85%
$49.03 - $53.35 $56.3K - $61.3K
63.3K $3.25M
AFL
Aflac Inc

Financial Services
1.79K
+ 86.08%
$100.37 - $115.27 $179K - $206K
3.86K $399K
OKTA
Okta, Inc.

Technology
2.09K
+ 696.67%
$71.81 - $86.11 $150K - $180K
2.39K $188K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
10.7K
+ 393.34%
$14.82 - $25.48 $159K - $274K
13.5K $228K
IBKR
Interactive Brokers Group, Inc.

Financial Services
426
+ 18.45%
$138.3 - $192.95 $58.9K - $82.2K
2.74K $483K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 5.85%
$174.22 - $187.62 $260K - $280K
27K $4.74M
AXP
American Express CO

Financial Services
241
+ 7.26%
$267.35 - $305.57 $64.4K - $73.6K
3.56K $1.06M
ECL
Ecolab Inc.

Basic Materials
1.11K
+ 21.72%
$234.32 - $261.43 $259K - $289K
6.2K $1.45M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
10.5K
+ 53.64%
$13.54 - $14.25 $142K - $149K
30K $419K
DEO
Diageo PLC

Consumer Defensive
1.4K
+ 65.42%
$118.0 - $139.88 $165K - $196K
3.55K $450K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.2K
+ 370.99%
$57.27 - $71.33 $126K - $157K
2.79K $182K
LOW
Lowes Companies Inc

Consumer Cyclical
2.15K
+ 13.44%
$244.52 - $284.07 $526K - $611K
18.2K $4.48M
ACHR
Archer Aviation Inc.

Industrials
12K
+ 266.67%
$2.94 - $11.33 $35.3K - $136K
16.5K $160K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.25K
+ 6.82%
$35.45 - $40.33 $186K - $212K
82.2K $2.95M
FEMB
First Tr ETF Emerging Markets

ETFs
6.3K
+ 111.17%
$25.98 - $28.92 $164K - $182K
12K $310K
MPC
Marathon Petroleum Corp

Energy
1.25K
+ 103.57%
$131.65 - $174.84 $164K - $218K
2.46K $342K
EXEL
Exelixis, Inc.

Healthcare
3K
+ 49.92%
$25.39 - $36.46 $76.2K - $109K
9.01K $300K
LYV
Live Nation Entertainment, Inc.

Communication Services
549
+ 15.0%
$109.06 - $140.54 $59.9K - $77.2K
4.21K $545K
OKE
Oneok Inc

Energy
41
+ 0.27%
$92.28 - $117.05 $3.78K - $4.8K
15.1K $1.52M
HYLS
First Tr Tactical High Yield L

ETFs
3.88K
+ 15.4%
$41.29 - $42.03 $160K - $163K
29.1K $1.2M
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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