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
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
67
+ 335.0%
$260.96 - $307.26 $17.5K - $20.6K
87 $23K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
2
+ 0.18%
$72.67 - $99.25 $145 - $199
1.1K $98K
LPLA
Lpl Financial Holdings Inc.

Financial Services
20
+ 15.87%
$229.85 - $335.91 $4.6K - $6.72K
146 $47K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
250
+ 72.46%
$97.29 - $122.68 $24.3K - $30.7K
595 $58K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
293
+ 4.52%
$65.67 - $69.79 $19.2K - $20.4K
6.78K $454K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
403
+ 4.89%
$40.82 - $45.39 $16.5K - $18.3K
8.64K $359K
VTR
Ventas, Inc.

Real Estate
474
+ 22.88%
$57.73 - $66.48 $27.4K - $31.5K
2.55K $149K
TW
Tradeweb Markets Inc.

Financial Services
117
+ 39.0%
$124.87 - $136.32 $14.6K - $15.9K
417 $54K
ECVT
Ecovyst Inc.

Basic Materials
1.9K
+ 72.92%
$6.15 - $8.62 $11.7K - $16.3K
4.5K $34K
FDL
First Tr Morningstar Dividend

ETFs
614
+ 13.41%
$39.59 - $43.95 $24.3K - $27K
5.19K $209K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
200
+ 200.0%
$58.32 - $85.45 $11.7K - $17.1K
300 $22K
ENPH
Enphase Energy, Inc.

Technology
249
+ 711.43%
$59.52 - $111.18 $14.8K - $27.7K
284 $19K
AGNC
Agnc Investment Corp.

Real Estate
1.97K
+ 94.49%
$9.21 - $10.59 $18.2K - $20.9K
4.06K $37K
PWFL
Power Fleet, Inc.

Technology
3.19K
+ 62.43%
N/A
8.3K $41K
PAYX
Paychex Inc

Industrials
33
+ 1.84%
$135.86 - $148.73 $4.48K - $4.91K
1.83K $256K
CTSH
Cognizant Technology Solutions Corp

Technology
204
+ 74.73%
$74.37 - $82.32 $15.2K - $16.8K
477 $36K
SEDG
Solaredge Technologies, Inc.

Technology
1.2K
+ 1263.16%
$10.47 - $22.02 $12.6K - $26.4K
1.3K $17K
JBL
Jabil Inc

Technology
2
+ 0.33%
$118.97 - $147.77 $238 - $296
603 $86K
HBAN
Huntington Bancshares Inc

Financial Services
378
+ 7.2%
$14.18 - $18.2 $5.36K - $6.88K
5.63K $91K
UEC
Uranium Energy Corp

Energy
735
+ 4.01%
$6.55 - $8.6 $4.81K - $6.32K
19.1K $127K
ILMN
Illumina, Inc.

Healthcare
97
+ 26.01%
$128.99 - $155.15 $12.5K - $15K
470 $62K
TXN
Texas Instruments Inc

Technology
73
+ 1.77%
N/A
4.19K $815K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.67K
+ 10.72%
$89.81 - $104.0 $150K - $174K
17.2K $1.55M
MARA
Marathon Digital Holdings, Inc.

Financial Services
599
+ 26.69%
N/A
2.84K $64K
ICVT
Ishares Tr Convertible Bond Et

ETFs
164
+ 56.94%
$83.09 - $89.28 $13.6K - $14.6K
452 $38K
BE
Bloom Energy Corp

Industrials
500
+ 250.0%
$9.04 - $27.45 $4.52K - $13.7K
700 $15K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1
+ 0.01%
$42.26 - $43.93 $42.3 - $43.9
17.4K $751K
FLL
Full House Resorts Inc

Consumer Cyclical
3.39K
+ 440.26%
$3.92 - $5.34 $13.3K - $18.1K
4.16K $16K
NTAP
Net App, Inc.

Technology
201
+ 13.65%
$115.31 - $131.11 $23.2K - $26.4K
1.67K $194K
DGX
Quest Diagnostics Inc

Healthcare
84
+ 7.96%
N/A
1.14K $156K
STLA
Stellantis N.V.

Consumer Cyclical
1.21K
+ 29.68%
$12.37 - $13.99 $15K - $16.9K
5.29K $69K
ACI
Albertsons Companies, Inc.

Consumer Defensive
270
+ 4.73%
$18.01 - $19.92 $4.86K - $5.38K
5.98K $117K
TOST
Toast, Inc.

Technology
100
+ 9.09%
$27.43 - $43.54 $2.74K - $4.35K
1.2K $43K
RGA
Reinsurance Group Of America Inc

Financial Services
57
+ 39.04%
$201.26 - $231.95 $11.5K - $13.2K
203 $43K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
791
+ 345.41%
$22.02 - $46.16 $17.4K - $36.5K
1.02K $22K
VDC
Vanguard Consumer Staples ETF

ETFs
119
+ 6.5%
$210.96 - $223.62 $25.1K - $26.6K
1.95K $412K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.22%
$262.86 - $294.75 $789 - $884
1.35K $370K
AON
Aon PLC

Financial Services
14
+ 3.41%
$344.14 - $393.31 $4.82K - $5.51K
425 $152K
XPO
Xpo Logistics, Inc.

Industrials
41
+ 20.5%
$105.35 - $158.2 $4.32K - $6.49K
241 $31K
SKX
Skechers Usa Inc

Consumer Cyclical
155
+ 11.65%
$59.24 - $72.0 $9.18K - $11.2K
1.49K $99K
BCS
Barclays PLC

Financial Services
51
+ 0.64%
$11.65 - $13.67 $594 - $697
8.05K $107K
HYD
Vaneck High Yield Muni ETF

ETFs
195
+ 69.64%
$51.09 - $53.06 $9.96K - $10.3K
475 $24K
OPRA
Opera LTD

Communication Services
400
+ 80.0%
$14.49 - $20.22 $5.8K - $8.09K
900 $17K
FAST
Fastenal CO

Industrials
120
+ 6.24%
$69.99 - $84.35 $8.4K - $10.1K
2.04K $146K
CHY
Calamos Convertible & High Income Fund

Financial Services
453
+ 2.62%
$11.79 - $12.56 $5.34K - $5.69K
17.8K $215K
LGOV
First Tr ETF Iv Long Duration

ETFs
2.26K
+ 9.4%
$20.75 - $22.49 $46.8K - $50.7K
26.2K $546K
REZ
Ishares Tr Residential And Mul

ETFs
132
+ 58.93%
$79.04 - $89.77 $10.4K - $11.8K
356 $28K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
610
+ 37.54%
$13.23 - $15.48 $8.07K - $9.44K
2.24K $31K
TTE
Total Energies Se

Energy
136
+ 2.0%
N/A
6.93K $475K
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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