Spire Wealth Management Reduced Holdings in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FEX
First Tr Large Cap Core Alphde

ETFs
-705
- 20.09%
$94.21 - $104.17 $66.4K - $73.4K
2.8K $292K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.09K
- 86.06%
$44.13 - $47.01 $48.2K - $51.4K
177 $8K
HYD
Vaneck High Yield Muni ETF

ETFs
-925
- 76.76%
$51.46 - $53.07 $47.6K - $49.1K
280 $14K
VEGI
Ishares Inc Msci Global Agricu

ETFs
-1.35K
- 95.73%
$34.18 - $38.04 $46K - $51.2K
60 $2K
FV
First Trust Dorsey Wright Focu

ETFs
-1.05K
- 7.45%
$51.35 - $59.82 $53.7K - $62.6K
13K $757K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.8K
- 15.47%
$21.35 - $22.73 $59.8K - $63.6K
15.3K $344K
ICLR
Icon PLC

Healthcare
-101
- 15.98%
$280.48 - $346.2 $28.3K - $35K
531 $152K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.2K
- 16.92%
$77.22 - $89.49 $92.4K - $107K
5.87K $523K
VIG
Vanguard Dividend Appreciation

ETFs
-181
- 0.64%
$182.15 - $182.15 $33K - $33K
28.2K $5.14M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-590
- 7.16%
$98.99 - $101.51 $58.4K - $59.9K
7.65K $774K
USD
Proshares Ultra Semiconductors

ETFs
-50
- 2.6%
$85.93 - $163.04 $4.3K - $8.15K
1.88K $224K
VDE
Vanguard Energy ETF

ETFs
-304
- 25.63%
$117.44 - $131.06 $35.7K - $39.8K
882 $108K
TSLA
Tesla, Inc.

Consumer Cyclical
-8.65K
- 24.85%
$191.76 - $263.26 $1.66M - $2.28M
26.1K $6.84M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.05K
- 48.84%
$41.32 - $43.78 $43.4K - $46K
1.1K $48K
DISV
Dimensional ETF Tr Dimensional

ETFs
-8.45K
- 8.96%
$26.06 - $29.18 $220K - $246K
85.9K $2.5M
MGM
Mgm Resorts International

Consumer Cyclical
-697
- 27.02%
$34.07 - $46.78 $23.7K - $32.6K
1.88K $73K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-277
- 59.7%
$138.82 - $162.76 $38.5K - $45.1K
187 $30K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.46K
- 7.03%
$31.18 - $33.5 $139K - $149K
59K $1.96M
IYG
Ishares Tr

ETFs
-622
- 84.86%
$64.2 - $71.76 $39.9K - $44.6K
111 $7K
CX
Cemex Sab De Cv

Basic Materials
-5.6K
- 28.92%
$5.6 - $6.88 $31.3K - $38.5K
13.8K $83K
IGHG
Proshares Investment Grade Int

ETFs
-520
- 57.91%
$74.38 - $77.39 $38.7K - $40.2K
378 $29K
NMFC
New Mountain Finance Corp

Financial Services
-2.2K
- 4.33%
$11.84 - $12.5 $26K - $27.4K
48.5K $581K
NFG
National Fuel Gas CO

Energy
-715
- 78.92%
$54.14 - $61.22 $38.7K - $43.8K
191 $11K
IDV
Ishares Tr

ETFs
-1.83K
- 26.18%
$27.62 - $30.64 $50.6K - $56.2K
5.17K $156K
STLA
Stellantis N.V.

Consumer Cyclical
-702
- 14.68%
$14.05 - $20.71 $9.86K - $14.5K
4.08K $57K
PATH
Ui Path, Inc.

Technology
-2.94K
- 64.5%
$10.75 - $13.24 $31.6K - $38.9K
1.62K $20K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-887
- 11.82%
$49.07 - $50.44 $43.5K - $44.7K
6.62K $333K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.31K
- 20.35%
$36.98 - $41.55 $48.3K - $54.3K
5.11K $210K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-450
- 26.96%
$104.5 - $114.97 $47K - $51.7K
1.22K $139K
MRO
Marathon Oil Corp

Energy
-960
- 20.83%
$25.87 - $29.26 $24.8K - $28.1K
3.65K $97K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-1.12K
- 7.17%
$40.71 - $42.45 $45.6K - $47.6K
14.5K $615K
CCI
Crown Castle International Corp

Real Estate
-649
- 31.43%
$95.29 - $120.24 $61.8K - $78K
1.42K $167K
SLDP
Solid Power, Inc.

Industrials
-20K
- 81.64%
$1.22 - $2.24 $24.4K - $44.8K
4.5K $6K
FNDA
Schwab Fundamental U S Small C

ETFs
-639
- 78.12%
$54.26 - $60.01 $34.7K - $38.3K
179 $10K
CSGP
Costar Group, Inc.

Real Estate
-477
- 30.68%
$71.59 - $79.61 $34.1K - $38K
1.08K $81K
AFL
Aflac Inc

Financial Services
-899
- 30.22%
$88.52 - $111.8 $79.6K - $101K
2.08K $232K
TFLO
Ishares Treasury Floating Rate

ETFs
-609
- 6.12%
$50.42 - $50.66 $30.7K - $30.9K
9.34K $472K
HTGC
Hercules Capital, Inc.

Financial Services
-1.53K
- 53.17%
$17.71 - $21.67 $27.1K - $33.2K
1.35K $26K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-744
- 8.56%
$101.72 - $112.94 $75.7K - $84K
7.94K $897K
HMC
Honda Motor CO LTD

Consumer Cyclical
-1K
- 67.66%
$29.02 - $33.61 $29K - $33.6K
478 $15K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.48K
- 14.16%
$28.11 - $29.42 $41.5K - $43.4K
8.94K $263K
CNP
Centerpoint Energy Inc

Utilities
-987
- 89.16%
$25.63 - $30.55 $25.3K - $30.2K
120 $3K
IQV
Iqvia Holdings Inc.

Healthcare
-207
- 28.75%
$206.81 - $251.55 $42.8K - $52.1K
513 $121K
VEEV
Veeva Systems Inc

Healthcare
-230
- 36.22%
$180.43 - $223.9 $41.5K - $51.5K
405 $85K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-309
- 14.1%
$100.3 - $100.74 $31K - $31.1K
1.88K $189K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.37K
- 5.16%
$37.89 - $40.48 $128K - $137K
62K $2.51M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-810
- 35.11%
$39.47 - $49.4 $32K - $40K
1.5K $71K
AM
Antero Midstream Corp

Energy
-2.23K
- 18.44%
$13.39 - $15.16 $29.9K - $33.8K
9.86K $148K
PAYX
Paychex Inc

Industrials
-474
- 20.89%
$116.17 - $135.19 $55.1K - $64.1K
1.8K $240K
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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