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
ICE
Intercontinental Exchange, Inc.

Financial Services
261
+ 56.74%
$148.29 - $166.93 $38.7K - $43.6K
721 $107K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.73K
+ 5.78%
$74.5 - $78.37 $204K - $214K
50K $3.74M
OLN
Olin Corp

Basic Materials
1.15K
+ 246.78%
$33.13 - $47.98 $38.1K - $55.2K
1.62K $54K
ETR
Entergy Corp

Utilities
844
+ 146.02%
$73.19 - $156.4 $61.8K - $132K
1.42K $107K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
43
+ 0.63%
$58.39 - $67.04 $2.51K - $2.88K
6.82K $432K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.22K
+ 415.99%
$26.05 - $29.17 $31.9K - $35.7K
1.52K $39K
OEF
Ishares S&P 100 ETF

ETFs
111
+ 2.48%
N/A
4.59K $1.22M
HOOD
Robinhood Markets, Inc.

Technology
549
+ 104.57%
$22.33 - $43.2 $12.3K - $23.7K
1.07K $40K
IAK
Ishares Tr

ETFs
248
+ 16.68%
$123.78 - $138.16 $30.7K - $34.3K
1.74K $219K
GTLS
Chart Industries Inc

Industrials
125
+ 183.82%
$119.65 - $202.35 $15K - $25.3K
193 $36K
XEL
Xcel Energy Inc

Utilities
185
+ 2.77%
$62.16 - $72.92 $11.5K - $13.5K
6.87K $463K
SONY
Sony Group Corp

Technology
4.77K
+ 489.23%
$17.53 - $96.8 $83.6K - $462K
5.75K $121K
NET
Cloudflare, Inc.

Technology
31
+ 3.71%
$78.11 - $117.56 $2.42K - $3.64K
867 $93K
GNRC
Generac Holdings Inc.

Industrials
169
+ 203.61%
$154.28 - $195.11 $26.1K - $33K
252 $39K
OTIS
Otis Worldwide Corp

Industrials
392
+ 43.22%
$92.57 - $106.01 $36.3K - $41.6K
1.3K $120K
APD
Air Products & Chemicals, Inc.

Basic Materials
146
+ 6.92%
$285.5 - $335.62 $41.7K - $49K
2.26K $654K
HYDB
Ishares Tr Edge High Yield Def

ETFs
571
+ 107.74%
$46.68 - $47.95 $26.7K - $27.4K
1.1K $51K
JWN
Nordstrom Inc

Consumer Cyclical
1K
+ 90.91%
$21.42 - $24.9 $21.4K - $24.9K
2.1K $50K
CMI
Cummins Inc

Industrials
26
+ 3.89%
$324.93 - $383.42 $8.45K - $9.97K
694 $241K
BLOK
Amplify ETF Tr Trnsformational

ETFs
501
+ 89.62%
$36.5 - $53.22 $18.3K - $26.7K
1.06K $45K
SU
Suncor Energy Inc

Energy
948
+ 12.15%
$34.5 - $41.53 $32.7K - $39.4K
8.75K $312K
FNDX
Schwab Fundamental U S Large C

ETFs
47K
+ 207.73%
$23.49 - $71.77 $1.1M - $3.37M
69.6K $1.65M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
975
+ 285.09%
$25.3 - $26.31 $24.7K - $25.7K
1.32K $33K
VRSN
Verisign Inc

Technology
104
+ 69.8%
$176.68 - $206.96 $18.4K - $21.5K
253 $52K
DBA
Invesco Db Agriculture Fund

ETFs
9
+ 0.02%
$24.81 - $27.83 $223 - $250
46.5K $1.24M
PAPR
Innovator U.S. Equity Power Bu

ETFs
4
+ 0.01%
$35.71 - $37.1 $143 - $148
32K $1.17M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
597
+ 11.55%
$42.95 - $45.72 $25.6K - $27.3K
5.77K $249K
IQV
Iqvia Holdings Inc.

Healthcare
220
+ 42.88%
$190.97 - $236.63 $42K - $52.1K
733 $144K
AIQ
Global X Funds Global X Artifi

ETFs
500
+ 21.04%
$36.57 - $40.57 $18.3K - $20.3K
2.88K $111K
ES
Eversource Energy

Utilities
965
+ 31.49%
$55.9 - $67.73 $53.9K - $65.4K
4.03K $231K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
58
+ 76.32%
$340.59 - $380.5 $19.8K - $22.1K
134 $49K
CIEN
Ciena Corp

Technology
265
+ 1558.82%
$61.45 - $91.14 $16.3K - $24.2K
282 $23K
MFG
Mizuho Financial Group Inc

Financial Services
4.35K
+ 377.78%
$4.05 - $5.26 $17.6K - $22.9K
5.5K $26K
FNV
Franco Nevada Corp

Basic Materials
344
+ 12.79%
$113.26 - $137.22 $39K - $47.2K
3.03K $356K
QTEC
First Trust Nasdaq 100 Technol

ETFs
129
+ 16.15%
$185.87 - $204.12 $24K - $26.3K
928 $174K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.53K
+ 10.79%
$11.1 - $12.03 $50.3K - $54.5K
46.5K $524K
VIS
Vanguard Industrial ETF

ETFs
89
+ 55.28%
$254.39 - $279.7 $22.6K - $24.9K
250 $63K
DDOG
Datadog, Inc.

Technology
80
+ 21.45%
$113.98 - $168.65 $9.12K - $13.5K
453 $64K
SRE
Sempra Energy

Utilities
215
+ 43.52%
$80.81 - $94.77 $17.4K - $20.4K
709 $62K
ETN
Eaton Corp PLC

Industrials
48
+ 0.45%
$326.96 - $377.52 $15.7K - $18.1K
10.6K $3.53M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
304
+ 1.07%
$100.22 - $100.73 $30.5K - $30.6K
28.7K $2.88M
MGM
Mgm Resorts International

Consumer Cyclical
815
+ 43.28%
$33.44 - $41.99 $27.3K - $34.2K
2.7K $93K
USD
Proshares Ultra Semiconductors

ETFs
1.88K
+ 100.05%
$60.77 - $143.71 $114K - $270K
3.75K $244K
FNDF
Schwab Fundamental Intl Large

ETFs
619
+ 255.79%
$32.92 - $37.15 $20.4K - $23K
861 $28K
XYLD
Global X Fds S&P 500 Covered C

ETFs
449
+ 112.25%
$40.86 - $43.42 $18.3K - $19.5K
849 $35K
AVY
Avery Dennison Corp

Industrials
130
+ 76.02%
$186.26 - $220.48 $24.2K - $28.7K
301 $56K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.3K
+ 142.73%
$18.41 - $40.87 $134K - $298K
12.4K $229K
WYNN
Wynn Resorts LTD

Consumer Cyclical
234
+ 116.42%
$84.3 - $106.41 $19.7K - $24.9K
435 $37K
ZBRA
Zebra Technologies Corp

Technology
42
+ 44.68%
$360.09 - $411.94 $15.1K - $17.3K
136 $52K
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email