Spire Wealth Management Sells in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMS
Cms Energy Corp

Utilities
-323
- 12.3%
$58.7 - $70.62 $19K - $22.8K
2.3K $162K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-164
- 11.94%
$112.12 - $149.09 $18.4K - $24.5K
1.21K $178K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-719
- 2.64%
$18.36 - $19.08 $13.2K - $13.7K
26.5K $506K
DEO
Diageo PLC

Consumer Defensive
-190
- 8.14%
$120.02 - $140.77 $22.8K - $26.7K
2.14K $300K
VNO
Vornado Realty Trust

Real Estate
-535
- 26.55%
$25.5 - $39.4 $13.6K - $21.1K
1.48K $58K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-2
- 5.88%
$1066.32 - $1355.99 $2.13K - $2.71K
32 $42K
AMRK
A Mark Precious Metals, Inc.

Financial Services
-40
- 6.25%
$32.3 - $46.92 $1.29K - $1.88K
600 $26K
MHK
Mohawk Industries Inc

Consumer Cyclical
-30
- 12.93%
$108.83 - $162.7 $3.26K - $4.88K
202 $32K
DFAT
Dimensional ETF Tr U S Target

ETFs
-12K
- 6.7%
$51.0 - $57.07 $613K - $686K
167K $9.31M
EVRG
Evergy, Inc.

Utilities
-46
- 4.52%
$52.46 - $62.01 $2.41K - $2.85K
972 $60K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-283
- 1.26%
$26.36 - $28.69 $7.46K - $8.12K
22.2K $635K
NNN
National Retail Properties, Inc.

Real Estate
-32
- 2.03%
$42.12 - $48.79 $1.35K - $1.56K
1.55K $74K
RWX
Spdr Dow Jones International R

ETFs
-4.54K
- 12.33%
$23.88 - $28.19 $108K - $128K
32.3K $890K
CLVT
Clarivate PLC

Technology
-117
- 2.12%
$5.08 - $7.1 $594 - $831
5.41K $38K
SNY
Sanofi

Healthcare
-244
- 10.9%
$48.54 - $58.53 $11.8K - $14.3K
2K $115K
HYG
Ishares Tr

ETFs
-140
- 2.43%
$76.72 - $80.36 $10.7K - $11.3K
5.61K $450K
POOL
Pool Corp

Industrials
-15
- 7.54%
$296.17 - $376.8 $4.44K - $5.65K
184 $69K
HSY
Hershey CO

Consumer Defensive
-9
- 0.73%
$182.45 - $203.25 $1.64K - $1.83K
1.23K $235K
IFRA
Ishares Tr

ETFs
-385
- 7.16%
$41.55 - $46.97 $16K - $18.1K
5K $234K
CVS
Cvs Health Corp

Healthcare
-486
- 4.74%
$55.81 - $63.18 $27.1K - $30.7K
9.76K $613K
BUG
Global X Fds Cybersecurity ETF

ETFs
-992
- 3.52%
$27.33 - $31.1 $27.1K - $30.9K
27.2K $841K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-210
- 2.91%
$26.43 - $29.86 $5.55K - $6.27K
7.01K $206K
ROST
Ross Stores, Inc.

Consumer Cyclical
-27
- 1.17%
$136.06 - $155.24 $3.67K - $4.19K
2.28K $343K
VDC
Vanguard Consumer Staples ETF

ETFs
-97
- 5.03%
$201.77 - $221.32 $19.6K - $21.5K
1.83K $400K
HEI
Heico Corp

Industrials
-10
- 3.19%
$220.59 - $267.96 $2.21K - $2.68K
303 $79K
EIX
Edison International

Utilities
-2
- 0.29%
$71.19 - $87.72 $142 - $175
683 $59K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-70
- 0.51%
$34.29 - $36.04 $2.4K - $2.52K
13.6K $490K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-69
- 0.61%
$33.3 - $35.24 $2.3K - $2.43K
11.3K $398K
JEF
Jefferies Financial Group Inc.

Financial Services
-440
- 13.54%
$49.97 - $62.49 $22K - $27.5K
2.81K $172K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-42
- 2.5%
$201.82 - $234.36 $8.48K - $9.84K
1.64K $377K
TAP
Molson Coors Beverage CO

Consumer Defensive
-125
- 4.72%
$49.94 - $57.52 $6.24K - $7.19K
2.52K $145K
FAST
Fastenal CO

Industrials
-95
- 4.71%
$62.09 - $71.83 $5.9K - $6.82K
1.92K $137K
OMC
Omnicom Group Inc.

Communication Services
-34
- 3.25%
$87.69 - $103.9 $2.98K - $3.53K
1.01K $104K
CTVA
Corteva, Inc.

Basic Materials
-446
- 5.64%
$50.72 - $58.78 $22.6K - $26.2K
7.47K $438K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-92
- 0.47%
$31.02 - $32.54 $2.85K - $2.99K
19.5K $635K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-242
- 2.28%
$28.25 - $31.7 $6.84K - $7.67K
10.4K $319K
ETR
Entergy Corp

Utilities
-6
- 1.03%
$104.75 - $131.61 $629 - $790
578 $76K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-273
- 6.7%
$95.1 - $106.76 $26K - $29.1K
3.8K $405K
ONON
On Holding Ag

Consumer Cyclical
-92
- 5.7%
$36.63 - $51.57 $3.37K - $4.74K
1.52K $76K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-312
- 3.24%
$59.93 - $66.52 $18.7K - $20.8K
9.31K $619K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1
- 0.04%
$99.14 - $109.18 $99.1 - $109
2.77K $301K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.13K
- 3.17%
$41.71 - $45.02 $47K - $50.8K
34.4K $1.55M
FTCS
First Trust Capital Strength E

ETFs
-591
- 5.8%
$83.58 - $90.94 $49.4K - $53.7K
9.6K $871K
BRO
Brown & Brown, Inc.

Financial Services
-18
- 1.55%
$89.11 - $105.82 $1.6K - $1.9K
1.14K $118K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-642
- 2.01%
$32.83 - $34.88 $21.1K - $22.4K
31.2K $1.09M
VBK
Vanguard Small Cap Growth ETF

ETFs
-111
- 4.17%
$240.48 - $267.94 $26.7K - $29.7K
2.55K $681K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-370
- 6.06%
$111.9 - $124.28 $41.4K - $46K
5.74K $709K
MSI
Motorola Solutions, Inc.

Technology
-80
- 9.67%
$385.65 - $450.49 $30.9K - $36K
747 $335K
IYH
Ishares Tr

ETFs
-157
- 2.2%
$60.29 - $66.38 $9.47K - $10.4K
6.98K $453K
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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