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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.68K
+ 1457.39%
$43.84 - $48.76 $73.5K - $81.7K
1.79K $78K
IFRA
Ishares Tr

ETFs
1.62K
+ 32.39%
$45.94 - $51.71 $74.3K - $83.7K
6.61K $306K
VFH
Vanguard Financial ETF

ETFs
481
+ 26.16%
$108.87 - $126.2 $52.4K - $60.7K
2.32K $273K
FIX
Comfort Systems Usa Inc

Industrials
101
+ 12.41%
$370.68 - $504.12 $37.4K - $50.9K
915 $388K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.81K
+ 5303.77%
$24.55 - $25.16 $69K - $70.7K
2.86K $70K
HEI
Heico Corp

Industrials
319
+ 105.28%
$237.06 - $279.02 $75.6K - $89K
622 $147K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
570
+ 5.0%
$126.68 - $134.74 $72.2K - $76.8K
12K $1.53M
IWM
Ishares Russell 2000 ETF

ETFs
283
+ 1.04%
$216.13 - $242.4 $61.2K - $68.6K
27.6K $6.1M
TRGP
Targa Resources Corp.

Energy
23
+ 1.18%
$150.58 - $207.69 $3.46K - $4.78K
1.98K $353K
CQP
Cheniere Energy Partners, L.P.

Energy
790
+ 15.5%
$48.06 - $58.87 $38K - $46.5K
5.89K $312K
IRM
Iron Mountain Inc

Real Estate
2.31K
+ 17.64%
$101.62 - $128.14 $234K - $295K
15.4K $1.62M
NIO
Nio Inc.

Consumer Cyclical
16.7K
+ 348.08%
$4.31 - $7.21 $72K - $120K
21.5K $93K
DRI
Darden Restaurants Inc

Consumer Cyclical
190
+ 18.06%
$155.96 - $188.66 $29.6K - $35.8K
1.24K $231K
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.6K
+ 213.95%
$22.4 - $68.28 $574K - $1.75M
37.6K $871K
CRSP
Crispr Therapeutics Ag

Healthcare
1.48K
+ 303.69%
$38.65 - $55.15 $57.3K - $81.7K
1.97K $77K
DAL
Delta Air Lines, Inc.

Industrials
417
+ 14.32%
$47.46 - $65.77 $19.8K - $27.4K
3.33K $201K
CLH
Clean Harbors Inc

Industrials
238
+ 396.67%
$228.61 - $263.39 $54.4K - $62.7K
298 $68K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.3K
+ 218.33%
$22.01 - $66.82 $447K - $1.36M
29.6K $672K
DASH
Door Dash, Inc.

Communication Services
256
+ 67.19%
$141.93 - $180.48 $36.3K - $46.2K
637 $106K
TDW
Tidewater Inc

Energy
1.55K
+ 79.73%
$47.0 - $73.31 $72.7K - $113K
3.49K $190K
ON
On Semiconductor Corp

Technology
996
+ 81.64%
$63.05 - $74.7 $62.8K - $74.4K
2.22K $139K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 1.08%
$473.15 - $574.01 $3.79K - $4.59K
746 $397K
APO
Apollo Global Management, Inc.

Financial Services
3
+ 0.25%
$131.36 - $178.61 $394 - $536
1.23K $202K
AZO
Autozone Inc

Consumer Cyclical
14
+ 16.28%
$2981.19 - $3370.27 $41.7K - $47.2K
100 $320K
PNC
Pnc Financial Services Group, Inc.

Financial Services
127
+ 4.15%
$178.39 - $215.0 $22.7K - $27.3K
3.19K $614K
PKB
Invesco Exchange Traded Fd Tr

ETFs
654
+ 406.21%
$75.72 - $88.37 $49.5K - $57.8K
815 $61K
PDCO
Patterson Companies, Inc.

Healthcare
419
+ 11.2%
$19.57 - $31.4 $8.2K - $13.2K
4.16K $128K
SUB
Ishares Short Term National Mu

ETFs
682
+ 1.93%
$104.94 - $106.2 $71.6K - $72.4K
36K $3.79M
LKQ
Lkq Corp

Consumer Cyclical
1.39K
+ 92.54%
$36.0 - $39.99 $50K - $55.5K
2.89K $106K
OSPN
One Span Inc.

Technology
321
+ 1.49%
$14.47 - $19.38 $4.64K - $6.22K
21.9K $406K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.54K
+ 14.81%
$30.18 - $33.87 $46.4K - $52K
11.9K $366K
VLUE
Ishares Msci Usa Value Factor

ETFs
521
+ 18.82%
$104.01 - $115.38 $54.2K - $60.1K
3.29K $347K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
2.17K
+ 27.31%
N/A
10.1K $197K
IHE
Ishares Tr

ETFs
906
+ 24.74%
$65.15 - $71.86 $59K - $65.1K
4.57K $300K
SHW
Sherwin Williams CO

Basic Materials
694
+ 14.9%
$338.75 - $399.71 $235K - $277K
5.35K $1.82M
RPRX
Royalty Pharma PLC

Healthcare
1.7K
+ 377.56%
$24.28 - $28.39 $41.3K - $48.2K
2.15K $54K
WMB
Williams Companies, Inc.

Energy
106
+ 2.47%
$46.37 - $59.74 $4.92K - $6.33K
4.4K $237K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
700
+ 55.51%
$67.29 - $73.38 $47.1K - $51.4K
1.96K $133K
PAA
Plains All American Pipeline LP

Energy
2.69K
+ 14.84%
$16.27 - $18.67 $43.8K - $50.2K
20.8K $355K
K
Kellogg CO

Consumer Defensive
494
+ 55.95%
$80.34 - $81.29 $39.7K - $40.2K
1.38K $111K
GM
General Motors CO

Consumer Cyclical
83
+ 2.02%
$44.82 - $60.2 $3.72K - $5K
4.19K $223K
IONQ
Ion Q, Inc.

Technology
772
+ 406.32%
$8.17 - $48.24 $6.31K - $37.2K
962 $40K
ELAN
Elanco Animal Health Inc

Healthcare
4.03K
+ 107.36%
$11.63 - $14.67 $46.8K - $59.1K
7.78K $94K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.03K
+ 21.09%
$17.93 - $18.8 $36.3K - $38.1K
11.6K $211K
AQN
Algonquin Power & Utilities Corp.

Utilities
10.2K
+ 149.63%
$4.31 - $5.52 $43.9K - $56.2K
17K $75K
T
At&T Inc.

Communication Services
100
+ 0.22%
$21.22 - $23.88 $2.12K - $2.39K
46.2K $1.05M
MUSA
Murphy Usa Inc.

Consumer Cyclical
68
+ 34.0%
$473.11 - $555.48 $32.2K - $37.8K
268 $134K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
460
+ 9.55%
$86.65 - $94.9 $39.9K - $43.7K
5.28K $458K
WDAY
Workday, Inc.

Technology
34
+ 1.76%
$233.85 - $279.91 $7.95K - $9.52K
1.96K $505K
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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