Spire Wealth Management Sells in Q3 2024

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-6.51K
- 24.05%
$36.29 - $38.05 $236K - $248K
20.5K $781K
DFAI
Dimensional ETF Tr

ETFs
-9.59K
- 22.94%
$28.69 - $32.06 $275K - $307K
32.2K $1.02M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-230
- 4.22%
$233.4 - $302.36 $53.7K - $69.5K
5.22K $1.42M
PHYS
Sprott Physical Gold Trust

Financial Services
-25.3K
- 19.15%
$18.12 - $20.72 $458K - $523K
107K $2.17M
HYLS
First Tr Tactical High Yield L

ETFs
-5.74K
- 18.55%
$40.54 - $42.23 $233K - $243K
25.2K $1.06M
FISV
Fiserv Inc

Technology
-1.57K
- 3.08%
N/A
49.5K $6.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.43K
- 89.96%
$80.13 - $88.89 $195K - $216K
271 $23K
PSEC
Prospect Capital Corp

Financial Services
-33.2K
- 56.85%
$4.75 - $5.6 $158K - $186K
25.2K $135K
ETN
Eaton Corp PLC

Industrials
-1.19K
- 10.13%
$272.52 - $333.02 $325K - $397K
10.6K $3.5M
LNT
Alliant Energy Corp

Utilities
-3.61K
- 77.73%
$50.74 - $60.74 $183K - $219K
1.03K $62K
OXY
Occidental Petroleum Corp

Energy
-1.89K
- 29.61%
$49.91 - $63.73 $94.3K - $120K
4.49K $231K
MRVL
Marvell Technology, Inc.

Technology
-2.78K
- 15.42%
$56.15 - $76.24 $156K - $212K
15.3K $1.1M
NSC
Norfolk Southern Corp

Industrials
-1.62K
- 22.49%
$213.75 - $259.69 $346K - $420K
5.58K $1.39M
SIL
Global X Silver Miners ETF

ETFs
-5.17K
- 90.83%
$29.58 - $37.45 $153K - $194K
522 $18K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-4.12K
- 44.35%
$39.66 - $43.57 $163K - $179K
5.17K $225K
DG
Dollar General Corp

Consumer Defensive
-765
- 41.06%
$80.41 - $132.42 $61.5K - $101K
1.1K $92K
VOX
Vanguard Communication Service

ETFs
-1.48K
- 17.01%
$129.82 - $145.39 $192K - $215K
7.22K $1.05M
UNOV
Earth Science Tech, Inc.

ETFs
-4.76K
- 22.41%
$32.95 - $33.89 $157K - $161K
16.5K $557K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-4.14K
- 22.4%
$37.92 - $39.03 $157K - $162K
14.4K $560K
AEM
Agnico Eagle Mines LTD

Basic Materials
-3.78K
- 36.35%
$65.04 - $84.24 $246K - $318K
6.61K $532K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.04K
- 64.14%
$69.61 - $79.56 $142K - $162K
1.14K $89K
CSCO
Cisco Systems, Inc.

Technology
-6.14K
- 19.1%
$44.74 - $53.22 $275K - $327K
26K $1.38M
MUB
Ishares National Muni Bond ETF

ETFs
-1.57K
- 11.9%
$106.13 - $108.7 $166K - $170K
11.6K $1.26M
FTSL
First Trust Senior Ln Fund

ETFs
-3.17K
- 18.64%
$45.51 - $46.26 $144K - $146K
13.8K $633K
ABNB
Airbnb, Inc.

Consumer Cyclical
-345
- 8.89%
$113.01 - $154.34 $39K - $53.2K
3.53K $448K
SUB
Ishares Short Term National Mu

ETFs
-1.87K
- 5.04%
$104.3 - $106.3 $195K - $199K
35.3K $3.75M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.11K
- 22.07%
$95.81 - $109.03 $202K - $230K
7.45K $802K
DVN
Devon Energy Corp

Energy
-1.99K
- 34.58%
$37.87 - $48.65 $75.4K - $96.9K
3.77K $147K
PINS
Pinterest, Inc.

Communication Services
-2.83K
- 94.45%
$28.66 - $43.51 $81K - $123K
166 $5K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.05K
- 16.48%
$79.29 - $84.02 $163K - $172K
10.4K $871K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-3.94K
- 13.74%
$39.33 - $41.74 $155K - $164K
24.7K $1.03M
STLD
Steel Dynamics Inc

Basic Materials
-1.25K
- 3.41%
N/A
35.5K $3.48M
BBAR
Banco Bbva Argentina S.A.

Financial Services
-13.2K
- 81.43%
$7.83 - $12.04 $103K - $159K
3.01K $31K
FSIG
First Tr ETF Iv LTD Duration I
-7.26K
- 15.11%
$18.72 - $19.32 $136K - $140K
40.8K $782K
CNC
Centene Corp

Healthcare
-1.8K
- 83.45%
$64.89 - $80.23 $117K - $144K
357 $26K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-419
- 17.86%
$285.48 - $330.24 $120K - $138K
1.93K $620K
CLX
Clorox CO

Consumer Defensive
-987
- 59.57%
$131.73 - $166.97 $130K - $165K
670 $109K
PSX
Phillips 66

Energy
-583
- 14.88%
$125.0 - $147.17 $72.9K - $85.8K
3.34K $438K
TEL
Te Connectivity Ltd.

Technology
-769
- 91.99%
$141.97 - $159.66 $109K - $123K
67 $10K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.13K
- 3.83%
$100.09 - $100.69 $113K - $114K
28.4K $2.86M
UPRO
Proshares Trust Proshares Ultr

ETFs
-1.65K
- 41.79%
$64.53 - $86.19 $107K - $142K
2.3K $198K
SNOW
Snowflake Inc.

Technology
-600
- 33.96%
$108.56 - $143.02 $65.1K - $85.8K
1.17K $134K
SYY
Sysco Corp

Consumer Defensive
-1.78K
- 33.02%
$69.16 - $78.98 $123K - $141K
3.61K $281K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.22K
- 11.68%
$170.05 - $200.86 $377K - $446K
16.8K $3.36M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-302
- 8.31%
$31.02 - $58.9 $9.37K - $17.8K
3.33K $104K
ES
Eversource Energy

Utilities
-2.38K
- 43.7%
$56.52 - $68.38 $134K - $163K
3.06K $208K
XLB
Select Sector Spdr Fd Material

ETFs
-2.86K
- 13.0%
$86.95 - $97.09 $248K - $277K
19.1K $1.84M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-268
- 0.42%
$40.14 - $52.13 $10.8K - $14K
64K $2.83M
AMGN
Amgen Inc

Healthcare
-479
- 8.0%
$309.38 - $337.38 $148K - $162K
5.51K $1.77M
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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