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
MAS
Masco Corp

Industrials
104
+ 28.57%
$64.7 - $83.94 $6.73K - $8.73K
468 $39K
NEM
Newmont Corp

Basic Materials
89
+ 9.51%
$41.65 - $55.85 $3.71K - $4.97K
1.03K $54K
ELAN
Elanco Animal Health Inc

Healthcare
975
+ 35.14%
$11.85 - $15.47 $11.6K - $15.1K
3.75K $55K
SCI
Service Corp International

Consumer Cyclical
107
+ 12.71%
$69.55 - $80.63 $7.44K - $8.63K
949 $74K
RF
Regions Financial Corp

Financial Services
552
+ 90.64%
$19.51 - $23.42 $10.8K - $12.9K
1.16K $27K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
366
+ 2.36%
$11.72 - $12.38 $4.29K - $4.53K
15.9K $196K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
264
+ 4.49%
$26.01 - $27.41 $6.87K - $7.24K
6.15K $168K
GOLD
Barrick Gold Corp

Basic Materials
5
+ 0.12%
$16.56 - $21.01 $82.8 - $105
4.19K $83K
DAL
Delta Air Lines, Inc.

Industrials
99
+ 3.52%
$37.32 - $51.8 $3.69K - $5.13K
2.91K $147K
PPA
Invesco Exchange Traded Fd Tr

ETFs
31
+ 3.59%
$102.05 - $114.97 $3.16K - $3.56K
895 $102K
HBCP
Home Bancorp, Inc.

Financial Services
17
+ 0.64%
$38.0 - $45.41 $646 - $772
2.67K $119K
NIO
Nio Inc.

Consumer Cyclical
1
+ 0.02%
$3.67 - $6.68 $3.67 - $6.68
4.8K $32K
MSEX
Middlesex Water CO

Utilities
5
+ 0.5%
$52.74 - $67.59 $264 - $338
1.01K $65K
XLG
Invesco Exchange Traded Fd Tr

ETFs
55
+ 0.95%
$42.54 - $47.97 $2.34K - $2.64K
5.84K $277K
AVB
Avalonbay Communities Inc

Real Estate
22
+ 4.59%
$200.95 - $234.65 $4.42K - $5.16K
501 $112K
DT
Dynatrace, Inc.

Technology
158
+ 29.21%
$40.49 - $53.47 $6.4K - $8.45K
699 $37K
BJUN
Innovator U.S. Equity Buffer E

ETFs
310
+ 3.43%
$39.1 - $39.1 $12.1K - $12.1K
9.35K $365K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
431
+ 2693.75%
$28.84 - $41.15 $12.4K - $17.7K
447 $12K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.13%
$175.0 - $190.72 $175 - $191
746 $142K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
296
+ 2.79%
$9.1 - $10.62 $2.69K - $3.14K
10.9K $115K
VERI
Veritone, Inc.

Technology
1.01K
+ 15.73%
$2.25 - $3.86 $2.27K - $3.9K
7.43K $26K
CC
Chemours CO

Basic Materials
765
+ 46.82%
$16.79 - $24.99 $12.8K - $19.1K
2.4K $48K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
60
+ 1000.0%
$194.69 - $239.18 $11.7K - $14.4K
66 $13K
AVUV
American Centy ETF Tr Avantis

ETFs
100
+ 50.0%
$88.24 - $99.7 $8.82K - $9.97K
300 $28K
LCID
Lucid Group, Inc.

Consumer Cyclical
801
+ 8.94%
$2.64 - $4.26 $2.11K - $3.41K
9.76K $34K
PRU
Prudential Financial Inc

Financial Services
22
+ 1.02%
$105.53 - $127.32 $2.32K - $2.8K
2.19K $264K
HZO
Marinemax Inc

Consumer Cyclical
196
+ 15.25%
$27.87 - $37.71 $5.46K - $7.39K
1.48K $52K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
1.22K
+ 36.93%
$7.59 - $10.09 $9.22K - $12.3K
4.51K $41K
QLD
Proshares Ultra Qqq

ETFs
99
+ 11.15%
$81.06 - $109.83 $8.02K - $10.9K
987 $99K
BXP
Boston Properties Inc

Real Estate
109
+ 79.56%
$60.3 - $82.49 $6.57K - $8.99K
246 $19K
OEF
Ishares S&P 100 ETF

ETFs
11
+ 0.25%
$266.03 - $266.03 $2.93K - $2.93K
4.48K $1.19M
CVE
Cenovus Energy Inc.

Energy
1.08K
+ 43.99%
$16.17 - $20.65 $17.5K - $22.3K
3.54K $59K
WELL
Welltower Inc.

Real Estate
2
+ 0.43%
$104.0 - $129.74 $208 - $259
465 $59K
OLED
Universal Display Corp Pa

Technology
53
+ 5.58%
$157.72 - $236.42 $8.36K - $12.5K
1K $210K
DTE
Dte Energy CO

Utilities
9
+ 1.69%
$108.67 - $128.41 $978 - $1.16K
543 $69K
IT
Gartner Inc

Technology
17
+ 53.13%
$441.32 - $516.47 $7.5K - $8.78K
49 $24K
KT
Kt Corp

Communication Services
3
+ 0.05%
$13.14 - $15.8 $39.4 - $47.4
6.37K $97K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
687
+ 483.8%
$13.0 - $15.08 $8.93K - $10.4K
829 $11K
HUBB
Hubbell Inc

Industrials
21
+ 262.5%
$355.55 - $428.48 $7.47K - $9K
29 $12K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
8
+ 0.72%
$72.52 - $82.35 $580 - $659
1.12K $91K
DGX
Quest Diagnostics Inc

Healthcare
70
+ 7.11%
$137.09 - $137.09 $9.6K - $9.6K
1.06K $144K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
17
+ 0.92%
$8.51 - $13.89 $145 - $236
1.87K $25K
LUV
Southwest Airlines CO

Industrials
141
+ 3.06%
$23.7 - $29.93 $3.34K - $4.22K
4.75K $140K
TSN
Tyson Foods, Inc.

Consumer Defensive
106
+ 8.24%
$55.91 - $65.87 $5.93K - $6.98K
1.39K $82K
NXE
Nex Gen Energy Ltd.

Energy
1.89K
+ 24.06%
$5.31 - $7.53 $10K - $14.2K
9.73K $63K
PRN
Invesco Dwa Industrials Moment

ETFs
50
+ 50.0%
$130.94 - $152.99 $6.55K - $7.65K
150 $22K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.05%
$33.68 - $39.31 $67.4 - $78.6
4.11K $161K
VTRS
Viatris Inc

Healthcare
150
+ 2.28%
$10.32 - $12.13 $1.55K - $1.82K
6.72K $78K
ZETA
Zeta Global Holdings Corp.

Technology
135
+ 33.33%
$16.61 - $30.24 $2.24K - $4.08K
540 $16K
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