Spire Wealth Management Software—Application

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206B
$11.7 Million 0.37% of portfolio
11,048
Q4 2024 Added 3.54%
$132B
$11.3 Million 0.36% of portfolio
187,482
Q4 2024 Added 14.37%
$139B
$9.06 Million 0.29% of portfolio
85,212
Q4 2024 Added 191.46%
$47.3B
$7.77 Million 0.25% of portfolio
3,904
Q4 2024 Reduced 31.27%
$81.6B
$7.34 Million 0.23% of portfolio
24,431
Q4 2024 Reduced 12.54%
$342B
$4.79 Million 0.15% of portfolio
14,333
Q4 2024 Reduced 22.99%
$3.13B
$3.82 Million 0.12% of portfolio
13,184
Q4 2024 Reduced 18.26%
$170B
$3.35 Million 0.11% of portfolio
5,333
Q4 2024 Added 17.52%
$37.4B
$1.81 Million 0.06% of portfolio
2,593
Q4 2024 Added 134.45%
$2.8B
$1.63 Million 0.05% of portfolio
30,500
Q4 2024 Reduced 1.93%
$52.7B
$1.44 Million 0.05% of portfolio
12,264
Q4 2024 Added 5.92%
$108B
$1.43 Million 0.05% of portfolio
4,414
Q4 2024 Reduced 17.56%
$41.3B
$983,000 0.03% of portfolio
3,960
Q4 2024 Reduced 8.42%
$1.62B
$534,000 0.02% of portfolio
19,420
Q4 2024 New
$52.7B
$505,000 0.02% of portfolio
1,961
Q4 2024 Added 1.76%
$53.1B
$497,000 0.02% of portfolio
2,025
Q4 2024 Added 0.35%
$3.47B
$158,000 0.01% of portfolio
12,202
Q4 2024 New
$58.1B
$131,000 0.0% of portfolio
853
Q4 2024 Reduced 26.91%
$12.5B
$130,000 0.0% of portfolio
639
Q4 2024 Reduced 90.32%
$11.2B
$124,000 0.0% of portfolio
530
Q4 2024 New
$30.5B
$105,000 0.0% of portfolio
312
Q4 2024 Reduced 5.74%
$10.6B
$83,000 0.0% of portfolio
492
Q2 2024 Reduced 32.42%
$41.5B
$64,000 0.0% of portfolio
453
Q4 2024 Added 21.45%
$16.6B
$42,000 0.0% of portfolio
775
Q4 2024 Added 10.87%
$105M
$39,000 0.0% of portfolio
9,568
Q3 2024 Reduced 18.17%
$20.6B
$35,000 0.0% of portfolio
464
Q4 2024 Added 13.45%
$25.1B
$31,000 0.0% of portfolio
55
Q3 2024 Reduced 20.29%
$498M
$25,000 0.0% of portfolio
695
Q4 2024 Reduced 15.24%
$22.7B
$23,000 0.0% of portfolio
128
Q3 2024 Reduced 6.57%
$12.9B
$18,000 0.0% of portfolio
403
Q4 2024 Added 24.77%
$349M
$17,000 0.0% of portfolio
1,637
Q3 2024 Reduced 18.15%
$4.33B
$16,000 0.0% of portfolio
928
Q1 2024 New
$7.14B
$15,000 0.0% of portfolio
102
Q3 2024 New
$4.66B
$14,000 0.0% of portfolio
1,125
Q4 2024 Reduced 38.08%
$17B
$14,000 0.0% of portfolio
57
Q4 2024 New
$1.48B
$14,000 0.0% of portfolio
3,000
Q4 2023 Reduced 14.29%
$11.1B
$12,000 0.0% of portfolio
39
Q2 2024 New
$17.8B
$12,000 0.0% of portfolio
74
Q4 2024 Reduced 98.84%
$21.8B
$10,000 0.0% of portfolio
128
Q4 2024 New
$19.4B
$10,000 0.0% of portfolio
115
Q2 2024 Reduced 91.39%
$3.14B
$8,000 0.0% of portfolio
490
Q4 2024 Reduced 9.26%
$281M
$8,000 0.0% of portfolio
1,000
Q4 2023 Reduced 11.03%
$9.88B
$7,000 0.0% of portfolio
111
Q4 2024 Added 1.83%
$6.33B
$5,000 0.0% of portfolio
100
Q2 2024 Reduced 98.75%
$502M
$4,000 0.0% of portfolio
500
Q4 2024 New
$10.7B
$2,000 0.0% of portfolio
30
Q2 2024 Reduced 14.29%
$1.99B
$2,000 0.0% of portfolio
258
Q2 2024 Reduced 43.67%
$11.4B
$2,000 0.0% of portfolio
12
Q3 2024 Reduced 63.64%
$2.22B
$2,000 0.0% of portfolio
120
Q4 2024 New
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