Spire Wealth Management Sells in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-12.2K
- 6.5%
$395.15 - $467.56 $4.8M - $5.69M
175K $75.3M
VGT
Vanguard Information Technolog

ETFs
-16K
- 11.51%
$514.43 - $606.85 $8.22M - $9.7M
123K $72M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-251K
- 64.55%
$20.69 - $21.17 $5.19M - $5.31M
138K $2.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
-31.2K
- 96.74%
$138.06 - $172.74 $4.31M - $5.39M
1.05K $172K
ACN
Accenture PLC

Technology
-16.7K
- 66.21%
$295.44 - $355.81 $4.93M - $5.94M
8.52K $3.01M
ATKR
Atkore Inc.

Industrials
-33.2K
- 99.01%
$82.81 - $152.57 $2.75M - $5.06M
331 $28K
CRM
Salesforce, Inc.

Technology
-17.4K
- 48.25%
$238.42 - $276.53 $4.14M - $4.8M
18.6K $5.09M
AGCO
Agco Corp

Industrials
-41.3K
- 98.76%
$84.99 - $103.52 $3.51M - $4.27M
517 $50K
XLC
Select Sector Spdr Tr Communic

ETFs
-61.2K
- 19.34%
$82.16 - $90.4 $5.03M - $5.53M
255K $23.1M
PEP
Pepsico Inc

Consumer Defensive
-25.3K
- 48.19%
$161.9 - $179.3 $4.09M - $4.53M
27.2K $4.62M
ADP
Automatic Data Processing Inc

Industrials
-16.1K
- 62.86%
$233.44 - $279.45 $3.77M - $4.51M
9.54K $2.64M
XLK
Technology Sector Spdr

ETFs
-14.6K
- 10.82%
$197.34 - $237.68 $2.89M - $3.48M
121K $27.3M
INGR
Ingredion Inc

Consumer Defensive
-31.6K
- 70.81%
$111.98 - $137.59 $3.54M - $4.35M
13K $1.79M
MCD
Mcdonalds Corp

Consumer Cyclical
-16.7K
- 46.69%
$245.82 - $304.51 $4.1M - $5.07M
19K $5.79M
FFIV
F5, Inc.

Technology
-19K
- 96.19%
$170.44 - $223.6 $3.24M - $4.25M
752 $165K
DE
Deere & CO

Industrials
-9.26K
- 60.12%
$344.84 - $418.0 $3.19M - $3.87M
6.15K $2.56M
IWY
Ishares Tr Russell 200 Growth

ETFs
-15.1K
- 57.95%
$194.66 - $225.97 $2.95M - $3.42M
11K $2.42M
WST
West Pharmaceutical Services Inc

Healthcare
-9K
- 67.23%
$277.16 - $333.3 $2.49M - $3M
4.39K $1.32M
MTD
Mettler Toledo International Inc

Healthcare
-2.27K
- 65.11%
$1308.0 - $1521.03 $2.97M - $3.46M
1.22K $1.83M
DXCM
Dexcom Inc

Healthcare
-17.9K
- 45.95%
$64.0 - $116.06 $1.15M - $2.08M
21.1K $1.41M
MAT
Mattel Inc

Consumer Cyclical
-183K
- 99.92%
$16.02 - $19.6 $2.94M - $3.59M
141 $2K
TGT
Target Corp

Consumer Defensive
-20.8K
- 59.86%
$133.47 - $159.25 $2.77M - $3.31M
13.9K $2.17M
IEX
Idex Corp

Industrials
-15.1K
- 67.43%
$190.56 - $214.98 $2.87M - $3.24M
7.27K $1.56M
PCAR
Paccar Inc

Industrials
-26.7K
- 64.35%
$91.64 - $109.98 $2.45M - $2.94M
14.8K $1.46M
CSX
Csx Corp

Industrials
-84K
- 58.84%
$32.48 - $35.45 $2.73M - $2.98M
58.8K $2.03M
ZTS
Zoetis Inc.

Healthcare
-17.9K
- 52.69%
$172.58 - $196.48 $3.08M - $3.51M
16K $3.13M
IDXX
Idexx Laboratories Inc

Healthcare
-5.6K
- 61.48%
$455.08 - $517.19 $2.55M - $2.9M
3.51K $1.77M
HAL
Halliburton CO

Energy
-68.7K
- 61.18%
$27.81 - $36.44 $1.91M - $2.5M
43.6K $1.27M
SNA
Snap On Inc

Industrials
-9.81K
- 66.96%
$255.35 - $289.77 $2.51M - $2.84M
4.84K $1.4M
FDS
Factset Research Systems Inc

Financial Services
-6.33K
- 62.1%
$397.04 - $469.48 $2.51M - $2.97M
3.86K $1.77M
UNP
Union Pacific Corp

Industrials
-11.8K
- 43.06%
$221.78 - $256.09 $2.61M - $3.02M
15.6K $3.84M
SOXX
Ishares Semiconductor ETF

ETFs
-7.9K
- 26.78%
$199.29 - $265.49 $1.57M - $2.1M
21.6K $4.98M
RMD
Resmed Inc

Healthcare
-14.4K
- 59.75%
$186.94 - $252.92 $2.69M - $3.64M
9.7K $2.37M
GOOG
Alphabet Inc.

Communication Services
-4.04K
- 4.19%
$149.54 - $192.66 $604K - $779K
92.5K $15.5M
A
Agilent Technologies, Inc.

Healthcare
-19.2K
- 58.94%
$125.42 - $148.48 $2.41M - $2.86M
13.4K $1.99M
GIS
General Mills Inc

Consumer Defensive
-40.2K
- 51.86%
$62.5 - $75.15 $2.51M - $3.02M
37.3K $2.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-15.9K
- 6.61%
$520.18 - $576.82 $8.28M - $9.18M
225K $130M
CDNS
Cadence Design Systems Inc

Technology
-2.81K
- 9.15%
$246.84 - $321.11 $695K - $904K
27.9K $7.57M
PAYC
Paycom Software, Inc.

Technology
-13K
- 66.36%
$140.16 - $173.86 $1.83M - $2.26M
6.6K $1.1M
FTV
Fortive Corp

Technology
-23.5K
- 53.46%
$67.01 - $79.2 $1.58M - $1.86M
20.5K $1.62M
GGG
Graco Inc

Industrials
-22.7K
- 54.92%
$77.82 - $87.64 $1.77M - $1.99M
18.6K $1.63M
NSSC
Napco Security Technologies, Inc

Industrials
-30.7K
- 92.2%
$34.23 - $58.0 $1.05M - $1.78M
2.6K $105K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22.1K
- 48.5%
$71.45 - $75.64 $1.58M - $1.67M
23.5K $1.77M
SHV
Ishares Tr

ETFs
-13.2K
- 27.46%
$110.05 - $110.63 $1.45M - $1.46M
34.9K $3.86M
V
Visa Inc.

Financial Services
-7.32K
- 11.62%
$253.74 - $291.56 $1.86M - $2.13M
55.7K $15.3M
HWM
Howmet Aerospace Inc.

Industrials
-15.4K
- 96.01%
$77.3 - $100.22 $1.19M - $1.54M
638 $63K
BOTZ
Global X Fds

ETFs
-38.7K
- 72.5%
$27.68 - $32.27 $1.07M - $1.25M
14.7K $472K
XLE
Energy Sector Spdr

ETFs
-8.68K
- 7.71%
$84.35 - $93.39 $732K - $810K
104K $9.12M
SCHW
Schwab Charles Corp

Financial Services
-1.85K
- 2.05%
$61.74 - $76.08 $114K - $140K
88.3K $5.72M
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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