Spire Wealth Management Sells in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
-455
- 1.97%
$65.36 - $71.76 $29.7K - $32.7K
22.6K $1.62M
XEL
Xcel Energy Inc

Utilities
-3
- 0.04%
$52.11 - $65.3 $156 - $196
6.68K $436K
IXJ
Ishares Global Healthcare ETF

ETFs
-250
- 1.28%
$91.63 - $101.25 $22.9K - $25.3K
19.3K $1.9M
AEE
Ameren Corp

Utilities
-312
- 4.69%
$70.45 - $87.46 $22K - $27.3K
6.34K $554K
FWRD
Forward Air Corp

Industrials
-45
- 0.85%
$18.65 - $37.23 $839 - $1.68K
5.24K $185K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-60
- 0.37%
$63.82 - $70.54 $3.83K - $4.23K
16.1K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
-55
- 1.18%
$237.84 - $263.83 $13.1K - $14.5K
4.62K $1.22M
XLI
Industrial Sector Spdr

ETFs
-17.2K
- 9.63%
$120.56 - $135.44 $2.07M - $2.33M
162K $21.9M
BMY
Bristol Myers Squibb CO

Healthcare
-1.97K
- 10.05%
$39.66 - $51.75 $77.9K - $102K
17.6K $909K
DBA
Invesco Db Agriculture Fund

ETFs
-310
- 0.66%
$23.26 - $26.55 $7.21K - $8.23K
46.5K $1.21M
VPU
Vanguard Utilities ETF

ETFs
-229
- 4.03%
$146.64 - $174.54 $33.6K - $40K
5.45K $948K
CARR
Carrier Global Corp

Industrials
-129
- 1.84%
$61.9 - $80.88 $7.99K - $10.4K
6.87K $553K
VTI
Vanguard Total Stock Market Et

ETFs
-834
- 3.67%
$255.18 - $283.2 $213K - $236K
21.9K $6.19M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-64
- 1.72%
$72.18 - $107.33 $4.62K - $6.87K
3.67K $389K
AMT
American Tower Corp

Real Estate
-236
- 4.85%
$192.27 - $242.73 $45.4K - $57.3K
4.63K $1.08M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-14
- 0.07%
$103.09 - $113.83 $1.44K - $1.59K
18.7K $2.1M
PECO
Phillips Edison & Company, Inc.

Real Estate
-722
- 2.03%
$32.1 - $38.93 $23.2K - $28.1K
34.9K $1.32M
AWK
American Water Works Company, Inc.

Utilities
-593
- 4.13%
$127.76 - $149.9 $75.8K - $88.9K
13.8K $2.01M
FXR
First Trust Industrials/Produc

ETFs
-411
- 1.67%
$66.85 - $75.76 $27.5K - $31.1K
24.3K $1.84M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.45K
- 3.57%
$79.92 - $88.19 $116K - $128K
39K $3.44M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-148
- 0.22%
$37.98 - $41.19 $5.62K - $6.1K
67.5K $2.78M
RTX
Raytheon Technologies Corp

Industrials
-1.34K
- 8.54%
$99.55 - $123.34 $134K - $166K
14.4K $1.74M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-553
- 3.39%
$125.95 - $142.04 $69.7K - $78.5K
15.7K $2.24M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-462
- 1.58%
$83.76 - $91.82 $38.7K - $42.4K
28.8K $2.63M
ABT
Abbott Laboratories

Healthcare
-409
- 1.68%
$100.07 - $118.13 $40.9K - $48.3K
23.9K $2.72M
DHR
Danaher Corp

Healthcare
-279
- 2.79%
$239.25 - $280.76 $66.8K - $78.3K
9.71K $2.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.11K
- 1.25%
$105.92 - $110.83 $117K - $123K
87.9K $9.71M
ANET
Arista Networks, Inc.

Technology
-2.28K
- 7.03%
$311.42 - $388.21 $711K - $886K
30.2K $11.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-986
- 3.72%
$162.83 - $179.16 $161K - $177K
25.5K $4.58M
GLD
Spdr Gold Trust

ETFs
-188
- 2.0%
$215.56 - $246.98 $40.5K - $46.4K
9.23K $2.24M
LCR
Leuthold Fds Inc Core ETF

ETFs
-1.35K
- 0.86%
$33.33 - $35.43 $45K - $47.8K
155K $5.5M
PM
Philip Morris International Inc.

Consumer Defensive
-1.06K
- 5.8%
$101.25 - $127.45 $108K - $135K
17.2K $2.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-569
- 2.52%
$173.36 - $189.8 $98.6K - $108K
22K $4.17M
VB
Vanguard Small Cap ETF

ETFs
-2.38K
- 5.68%
$214.77 - $237.72 $510K - $565K
39.5K $9.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-89
- 0.28%
$434.77 - $502.96 $38.7K - $44.8K
31.6K $15.4M
ICF
Ishares Tr

ETFs
-848
- 2.4%
$56.77 - $67.33 $48.1K - $57.1K
34.4K $2.27M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-498
- 1.62%
$283.28 - $314.39 $141K - $157K
30.2K $9.48M
ORCL
Oracle Corp

Technology
-1.27K
- 6.27%
$125.9 - $170.35 $160K - $217K
19K $3.24M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-169
- 2.74%
$1015.62 - $1159.62 $172K - $196K
6K $6.9M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-2.45K
- 1.67%
$37.41 - $41.75 $91.6K - $102K
144K $6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-6.69K
- 2.7%
$56.04 - $62.2 $375K - $416K
240K $15M
SECT
Sector 10, Inc.

ETFs
-2.98K
- 1.39%
$48.64 - $53.77 $145K - $160K
211K $11.3M
NOW
Service Now, Inc.

Technology
-898
- 7.76%
$730.87 - $937.36 $656K - $842K
10.7K $9.54M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-939
- 3.15%
$178.41 - $210.18 $168K - $197K
28.9K $5.73M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.91K
- 1.46%
$59.25 - $65.33 $113K - $124K
129K $8.36M
IBM
International Business Machines Corp

Technology
-536
- 3.88%
$175.1 - $223.38 $93.9K - $120K
13.3K $2.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-828
- 0.58%
$41.9 - $48.26 $34.7K - $40K
143K $6.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.01%
$332.02 - $382.76 $1.66K - $1.91K
51.6K $19.4M
EMB
Ishares Tr

ETFs
-1.76K
- 1.17%
$87.75 - $93.74 $155K - $165K
149K $13.9M
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