Spire Wealth Management New Holdings in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VERX
Vertex, Inc.

Technology
31.1K
New
$34.62 - $40.01 $1.08M - $1.24M
31.1K $1.2M
PSN
Parsons Corp

Industrials
10.2K
New
$76.52 - $103.68 $782K - $1.06M
10.2K $1.06M
LRN
Stride, Inc.

Consumer Defensive
7.67K
New
$66.21 - $85.31 $508K - $654K
7.67K $654K
POWL
Powell Industries Inc

Industrials
2.27K
New
$130.27 - $221.99 $295K - $503K
2.27K $502K
YOU
Clear Secure, Inc.

Technology
9.13K
New
$18.66 - $33.15 $170K - $303K
9.13K $302K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
15.8K
New
$9.58 - $16.07 $151K - $254K
15.8K $253K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.09K
New
$74.49 - $81.27 $230K - $251K
3.09K $250K
AUB
Atlantic Union Bankshares Corp

Financial Services
4.94K
New
$32.43 - $41.89 $160K - $207K
4.94K $185K
CMPS
Compass Pathways PLC

Healthcare
18.8K
New
N/A
18.8K $160K
TX
Ternium S.A.

Basic Materials
2K
New
$30.9 - $38.01 $61.8K - $76K
2K $73K
CAR
Avis Budget Group, Inc.

Industrials
681
New
$67.43 - $112.13 $45.9K - $76.4K
681 $59K
BFLY
Butterfly Network, Inc.

Healthcare
29.8K
New
$0.87 - $1.99 $25.9K - $59.3K
29.8K $52K
TOL
Toll Brothers, Inc.

Consumer Cyclical
331
New
$109.16 - $155.35 $36.1K - $51.4K
331 $51K
STEP
Step Stone Group Inc.

Financial Services
800
New
$44.49 - $57.92 $35.6K - $46.3K
800 $45K
SG
Sweetgreen, Inc.

Consumer Cyclical
1.29K
New
$23.87 - $37.65 $30.7K - $48.5K
1.29K $45K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
6.69K
New
$6.3 - $6.99 $42.1K - $46.7K
6.69K $44K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
371
New
$94.31 - $103.26 $35K - $38.3K
371 $38K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
2K
New
$17.6 - $25.88 $35.2K - $51.8K
2K $36K
URA
Global X Uranium ETF

ETFs
1.2K
New
$23.18 - $31.26 $27.8K - $37.5K
1.2K $34K
NVGS
Navigator Holdings Ltd.

Energy
2K
New
$15.05 - $18.04 $30.1K - $36.1K
2K $32K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
3K
New
$9.2 - $12.4 $27.6K - $37.2K
3K $32K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
701
New
$36.34 - $46.12 $25.5K - $32.3K
701 $32K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
540
New
$49.94 - $56.3 $27K - $30.4K
540 $30K
PCEF
Invesco Cef Income Composite E

ETFs
1.41K
New
$18.24 - $19.71 $25.8K - $27.9K
1.41K $27K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3K
New
$7.63 - $12.31 $22.9K - $37K
3K $26K
ARGT
Global X Msci Argentina ETF

ETFs
400
New
$54.45 - $70.18 $21.8K - $28.1K
400 $26K
GSM
Ferroglobe PLC

Basic Materials
5.59K
New
$4.13 - $6.01 $23.1K - $33.6K
5.59K $25K
PWFL
Power Fleet, Inc.

Technology
5.11K
New
$4.11 - $5.2 $21K - $26.6K
5.11K $25K
SCWX
Secure Works Corp

Technology
2.7K
New
$6.9 - $8.85 $18.6K - $23.9K
2.7K $23K
NRP
Natural Resource Partners LP

Energy
200
New
$83.14 - $100.53 $16.6K - $20.1K
200 $19K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.76K
New
$10.64 - $11.07 $18.7K - $19.5K
1.76K $19K
KNTK
Kinetik Holdings Inc.

Energy
400
New
$38.59 - $47.43 $15.4K - $19K
400 $18K
FOLD
Amicus Therapeutics, Inc.

Healthcare
1.57K
New
$9.55 - $12.09 $15K - $19K
1.57K $16K
HNRG
Hallador Energy CO

Energy
1.67K
New
$5.34 - $9.7 $8.9K - $16.2K
1.67K $15K
CVLT
Commvault Systems Inc

Technology
102
New
$119.99 - $155.51 $12.2K - $15.9K
102 $15K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
413
New
$25.55 - $35.66 $10.6K - $14.7K
413 $14K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
559
New
$21.98 - $25.4 $12.3K - $14.2K
559 $14K
ESP
Espey Mfg & Electronics Corp

Industrials
418
New
$20.76 - $30.09 $8.68K - $12.6K
418 $12K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
200
New
$45.52 - $52.02 $9.1K - $10.4K
200 $10K
TSEM
Tower Semiconductor LTD

Technology
200
New
$36.25 - $44.27 $7.25K - $8.85K
200 $8K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
264
New
$26.09 - $33.19 $6.89K - $8.76K
264 $8K
PUK
Prudential PLC

Financial Services
329
New
$16.07 - $19.33 $5.29K - $6.36K
329 $6K
CLAR
Clarus Corp

Consumer Cyclical
1.49K
New
$4.0 - $6.38 $5.94K - $9.47K
1.49K $6K
KJUL
Innovator U.S. Small Cap Power

Technology
208
New
$27.38 - $29.23 $5.7K - $6.08K
208 $6K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
100
New
$54.33 - $60.04 $5.43K - $6K
100 $6K
CWEN
Clearway Energy, Inc.

Utilities
181
New
$24.11 - $30.68 $4.36K - $5.55K
181 $5K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
162
New
$29.28 - $32.18 $4.74K - $5.21K
162 $5K
FMAG
Fidelity Covington Tr

ETFs
173
New
$27.46 - $30.77 $4.75K - $5.32K
173 $5K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
311
New
$14.15 - $17.51 $4.4K - $5.45K
311 $5K
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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