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
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
2.7K
+ 3.04%
$2.83 - $3.11 $7.64K - $8.39K
91.6K $284K
PII
Polaris Inc.

Consumer Cyclical
293
+ 542.59%
$72.9 - $86.86 $21.4K - $25.4K
347 $28K
HYDB
Ishares Tr Edge High Yield Def

ETFs
500
+ 1666.67%
$46.14 - $48.06 $23.1K - $24K
530 $25K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
238
+ 0.57%
$11.31 - $11.96 $2.69K - $2.85K
42K $502K
MCHP
Microchip Technology Inc

Technology
608
+ 27.5%
$72.0 - $95.98 $43.8K - $58.4K
2.82K $226K
INDA
Ishares Msci India Index Fund

ETFs
350
+ 30.73%
$54.86 - $59.22 $19.2K - $20.7K
1.49K $87K
HSBC
Hsbc Holdings PLC

Financial Services
500
+ 60.98%
$40.42 - $45.91 $20.2K - $23K
1.32K $59K
NCR
Ncr Corp

Technology
1.51K
+ 29.78%
N/A
6.58K $103K
IAK
Ishares Tr

ETFs
4
+ 0.27%
$112.0 - $130.47 $448 - $522
1.49K $191K
GBIL
Goldman Sachs Access Treasury

ETFs
211
+ 1.75%
$99.7 - $100.3 $21K - $21.2K
12.3K $1.23M
PRCT
Procept Bio Robotics Corp

Healthcare
150
+ 27.27%
$56.31 - $84.99 $8.45K - $12.7K
700 $56K
CMP
Compass Minerals International Inc

Basic Materials
1.61K
+ 72.63%
$7.77 - $13.3 $12.5K - $21.4K
3.82K $45K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
23
+ 0.94%
$77.23 - $87.97 $1.78K - $2.02K
2.47K $214K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
200
+ 172.41%
$100.57 - $116.37 $20.1K - $23.3K
316 $35K
AON
Aon PLC

Financial Services
1
+ 0.24%
$293.16 - $351.06 $293 - $351
411 $142K
ON
On Semiconductor Corp

Technology
247
+ 25.39%
$66.39 - $78.74 $16.4K - $19.4K
1.22K $88K
LESL
Leslie'S, Inc.

Consumer Cyclical
9.02K
+ 137.95%
$2.5 - $4.09 $22.5K - $36.9K
15.6K $49K
BMAY
Innovator U.S. Equity Buffer E

ETFs
3
+ 0.02%
$36.7 - $39.46 $110 - $118
15.2K $597K
SAND
Sandstorm Gold LTD

Basic Materials
439
+ 1.22%
$5.04 - $6.32 $2.21K - $2.77K
36.3K $217K
LDOS
Leidos Holdings, Inc.

Technology
33
+ 3.48%
$142.66 - $163.02 $4.71K - $5.38K
981 $159K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
33
+ 0.83%
$27.19 - $32.45 $897 - $1.07K
4.01K $129K
UYG
Proshares Ultra Financials

ETFs
80
+ 6.64%
$62.72 - $77.9 $5.02K - $6.23K
1.29K $98K
SOXL
Direxion Daily Semiconductor B

ETFs
830
+ 164.36%
$25.96 - $68.59 $21.5K - $56.9K
1.34K $48K
NLOK
Norton Life Lock Inc.

Technology
989
+ 1336.49%
N/A
1.06K $22K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.06K
+ 15.44%
N/A
7.95K $154K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
46
+ 7.44%
$320.55 - $412.94 $14.7K - $19K
664 $258K
VTWO
Vanguard Russell 2000 ETF

ETFs
84
+ 5.26%
$81.17 - $90.77 $6.82K - $7.62K
1.68K $150K
JHMM
John Hancock Multifactor Mid C

ETFs
105
+ 4.14%
$54.25 - $60.2 $5.7K - $6.32K
2.64K $159K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
153
+ 1.65%
$16.15 - $18.66 $2.47K - $2.85K
9.4K $175K
OMF
One Main Holdings, Inc.

Financial Services
420
+ 83.33%
$43.27 - $53.14 $18.2K - $22.3K
924 $43K
CHY
Calamos Convertible & High Income Fund

Financial Services
462
+ 2.74%
$11.13 - $12.01 $5.14K - $5.55K
17.3K $206K
THC
Tenet Healthcare Corp

Healthcare
27
+ 6.14%
$129.27 - $168.03 $3.49K - $4.54K
467 $77K
RGA
Reinsurance Group Of America Inc

Financial Services
85
+ 139.34%
$192.62 - $225.79 $16.4K - $19.2K
146 $31K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3
+ 0.04%
$52.1 - $59.66 $156 - $179
6.77K $401K
AA
Alcoa Corp

Basic Materials
491
+ 327.33%
$28.17 - $42.44 $13.8K - $20.8K
641 $24K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
235
+ 31.0%
$63.28 - $70.06 $14.9K - $16.5K
993 $69K
DASH
Door Dash, Inc.

Communication Services
56
+ 17.23%
$100.28 - $143.99 $5.62K - $8.06K
381 $54K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
1.5K
+ 75.0%
$10.65 - $11.21 $16K - $16.8K
3.5K $39K
NEP
Nextera Energy Partners, LP

Utilities
650
+ 4.21%
$23.83 - $28.64 $15.5K - $18.6K
16.1K $444K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
3
+ 0.02%
$36.35 - $38.17 $109 - $115
16.9K $643K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
83
+ 4.47%
$60.13 - $68.17 $4.99K - $5.66K
1.94K $131K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.52K
+ 47.71%
$11.03 - $18.11 $27.8K - $45.6K
7.8K $87K
ABR
Arbor Realty Trust Inc

Real Estate
1.01K
+ 219.96%
$12.89 - $15.66 $13.1K - $15.9K
1.48K $22K
AROC
Archrock, Inc.

Energy
796
+ 7.65%
$17.83 - $23.35 $14.2K - $18.6K
11.2K $226K
CG
Carlyle Group Inc.

Financial Services
39
+ 0.8%
$37.24 - $49.74 $1.45K - $1.94K
4.94K $212K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
25
+ 0.49%
$20.08 - $23.22 $502 - $581
5.15K $119K
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 1.41%
$176.32 - $215.7 $1.06K - $1.29K
432 $93K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9
+ 0.26%
$46.17 - $51.13 $416 - $460
3.53K $180K
CWB
Spdr Bloomberg Convertible Sec

ETFs
7
+ 0.21%
$71.19 - $76.59 $498 - $536
3.27K $250K
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
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