Spire Wealth Management Incresed Positions in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABEV
Ambev S.A.

Consumer Defensive
10.4K
+ 33.25%
$2.04 - $2.44 $21.1K - $25.3K
41.5K $101K
ROP
Roper Technologies Inc

Industrials
95
+ 4.75%
$515.25 - $576.55 $48.9K - $54.8K
2.1K $1.17M
AME
Ametek Inc

Industrials
211
+ 58.45%
$152.74 - $176.01 $32.2K - $37.1K
572 $98K
BLD
Top Build Corp

Industrials
73
+ 18.25%
$360.4 - $479.09 $26.3K - $35K
473 $192K
WY
Weyerhaeuser CO

Real Estate
18
+ 0.27%
$27.05 - $33.84 $487 - $609
6.69K $226K
GUNR
Flexshares Tr Morningstar Glob

ETFs
446
+ 2.62%
$38.51 - $41.48 $17.2K - $18.5K
17.5K $721K
UTG
Reaves Utility Income Fund

Financial Services
232
+ 4.48%
$27.16 - $32.8 $6.3K - $7.61K
5.41K $177K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
500
+ 476.19%
$66.55 - $74.93 $33.3K - $37.5K
605 $43K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 0.1%
$138.85 - $182.81 $278 - $366
1.96K $347K
IHE
Ishares Tr

ETFs
292
+ 8.66%
$65.61 - $72.86 $19.2K - $21.3K
3.66K $258K
IDEV
Ishares Core Msci Intl Develop

ETFs
2
+ 0.03%
$63.46 - $71.43 $127 - $143
6.82K $482K
IYF
Ishares Tr

ETFs
286
+ 50.62%
$93.83 - $105.05 $26.8K - $30K
851 $88K
RBLX
Roblox Corp

Communication Services
600
+ 56.6%
$36.18 - $47.64 $21.7K - $28.6K
1.66K $73K
SIVR
Abrdn Silver ETF Trust

ETFs
1.04K
+ 80.92%
$25.48 - $30.77 $26.5K - $32K
2.32K $69K
AQN
Algonquin Power & Utilities Corp.

Utilities
6.17K
+ 965.73%
$5.11 - $6.29 $31.5K - $38.8K
6.81K $37K
OI
O I Glass, Inc.

Consumer Cyclical
1.39K
+ 19.2%
$10.2 - $13.42 $14.2K - $18.7K
8.63K $113K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.14%
$391.53 - $469.81 $392 - $470
738 $346K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
667
+ 590.27%
$47.18 - $48.74 $31.5K - $32.5K
780 $37K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
157
+ 1.85%
$96.3 - $106.49 $15.1K - $16.7K
8.66K $906K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
75
+ 0.39%
$14.38 - $16.69 $1.08K - $1.25K
19.2K $315K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
415
+ 66.4%
$58.35 - $66.29 $24.2K - $27.5K
1.04K $68K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
29
+ 25.0%
$1024.09 - $1201.76 $29.7K - $34.9K
145 $152K
SQ
Block, Inc.

Technology
400
+ 27.76%
$57.21 - $72.07 $22.9K - $28.8K
1.84K $123K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
2
+ 0.01%
$31.24 - $33.0 $62.5 - $66
29.1K $960K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
2
+ 0.01%
$34.5 - $36.48 $69 - $73
25.3K $924K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
706
+ 14.48%
$44.66 - $49.15 $31.5K - $34.7K
5.58K $263K
HOG
Harley Davidson, Inc.

Consumer Cyclical
750
+ 454.55%
$31.83 - $39.53 $23.9K - $29.6K
915 $35K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1K
+ 11.87%
$17.34 - $19.53 $17.3K - $19.5K
9.43K $184K
PIO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$39.3 - $43.08 $39.3 - $43.1
11.1K $479K
SMIN
Ishares Msci India Small Cap I

ETFs
260
+ 17.32%
$79.48 - $86.97 $20.7K - $22.6K
1.76K $151K
IYM
Ishares Tr

ETFs
9
+ 0.31%
$136.13 - $151.64 $1.23K - $1.36K
2.89K $433K
STX
Seagate Technology Holdings PLC

Technology
146
+ 6.77%
$92.1 - $110.76 $13.4K - $16.2K
2.3K $252K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
806
+ 8.58%
$30.53 - $33.02 $24.6K - $26.6K
10.2K $333K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
199
+ 6.81%
$27.14 - $35.2 $5.4K - $7K
3.12K $109K
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 0.1%
$144.47 - $162.98 $433 - $489
2.89K $467K
TQQQ
Proshares Ultrapro Qqq

ETFs
403
+ 220.22%
$53.19 - $84.93 $21.4K - $34.2K
586 $42K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
18
+ 1.68%
$256.4 - $289.78 $4.62K - $5.22K
1.09K $309K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.27K
+ 89.82%
$29.1 - $42.81 $37K - $54.4K
2.69K $86K
NXPI
Nxp Semiconductors N.V.

Technology
223
+ 25.03%
$225.14 - $290.78 $50.2K - $64.8K
1.11K $267K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
129
+ 29.45%
$201.42 - $273.98 $26K - $35.3K
567 $136K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
36
+ 0.49%
$152.9 - $180.39 $5.5K - $6.49K
7.41K $1.29M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
194
+ 5.86%
$79.58 - $91.64 $15.4K - $17.8K
3.51K $317K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
657
+ 150.69%
$33.27 - $39.84 $21.9K - $26.2K
1.09K $42K
DOW
Dow Inc.

Basic Materials
256
+ 3.18%
$50.15 - $55.41 $12.8K - $14.2K
8.3K $453K
PFFA
Etfis Ser Tr I

ETFs
1K
+ 50.18%
$20.94 - $22.98 $20.9K - $23K
2.99K $68K
ICE
Intercontinental Exchange, Inc.

Financial Services
121
+ 35.69%
$136.93 - $162.81 $16.6K - $19.7K
460 $73K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
406
+ 9.54%
$22.3 - $26.02 $9.05K - $10.6K
4.66K $121K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
297
+ 521.05%
$69.77 - $85.51 $20.7K - $25.4K
354 $29K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
43
+ 1.33%
$110.22 - $120.89 $4.74K - $5.2K
3.27K $392K
Activity Summary
Buys All Purchases 790 New Holdings 98 Increased Positions 692 Sells All Sells 768 Reductions 768 Sold out 0 Options Calls 0 Puts 0
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