Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRC
California Resources Corp

Energy
70
+ 3.34%
$50.23 - $59.59 $3.52K - $4.17K
2.17K $112K
TSN
Tyson Foods, Inc.

Consumer Defensive
95
+ 6.82%
$57.14 - $64.54 $5.43K - $6.13K
1.49K $85K
EIX
Edison International

Utilities
97
+ 14.2%
$77.93 - $88.36 $7.56K - $8.57K
780 $62K
MFC
Manulife Financial Corp

Financial Services
22
+ 1.26%
$29.21 - $32.87 $643 - $723
1.77K $54K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
1.54K
+ 27.16%
$7.21 - $9.99 $11.1K - $15.4K
7.21K $52K
TDY
Teledyne Technologies Inc

Technology
5
+ 13.51%
$436.59 - $489.24 $2.18K - $2.45K
42 $19K
ZS
Zscaler, Inc.

Technology
9
+ 9.09%
$166.99 - $211.99 $1.5K - $1.91K
108 $19K
TXT
Textron Inc

Industrials
78
+ 45.88%
$75.82 - $90.32 $5.91K - $7.04K
248 $18K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
35
+ 7.83%
$26.18 - $35.42 $916 - $1.24K
482 $15K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
274
+ 33.05%
$13.01 - $14.43 $3.56K - $3.95K
1.1K $14K
NFG
National Fuel Gas CO

Energy
40
+ 20.94%
$58.89 - $64.23 $2.36K - $2.57K
231 $14K
ZWS
Zurn Water Solutions Corp

Industrials
86
+ 33.08%
$35.79 - $40.92 $3.08K - $3.52K
346 $12K
MIDD
Middleby Corp

Industrials
28
+ 43.08%
$129.7 - $146.97 $3.63K - $4.12K
93 $12K
SJM
J M Smucker CO

Consumer Defensive
34
+ 42.5%
$106.92 - $121.75 $3.64K - $4.14K
114 $12K
TSEM
Tower Semiconductor LTD

Technology
25
+ 12.5%
$41.03 - $52.93 $1.03K - $1.32K
225 $11K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
131
+ 77.06%
$31.24 - $37.15 $4.09K - $4.87K
301 $9K
APA
Apa Corp

Energy
118
+ 51.08%
$20.47 - $27.07 $2.42K - $3.19K
349 $8K
NTRS
Northern Trust Corp

Financial Services
24
+ 68.57%
$88.4 - $111.16 $2.12K - $2.67K
59 $6K
MBLY
Mobileye Global Inc.
200
New
$12.07 - $20.07 $2.41K - $4.01K
200 $3K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
430
New
$8.51 - $9.15 $3.66K - $3.93K
430 $3K
MGA
Magna International Inc

Consumer Cyclical
88
New
$39.47 - $46.46 $3.47K - $4.09K
88 $3K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
295
New
$9.95 - $12.23 $2.94K - $3.61K
295 $3K
UCTT
Ultra Clean Holdings, Inc.

Technology
92
New
$33.45 - $40.93 $3.08K - $3.77K
92 $3K
JMEE
J P Morgan Exchange Traded Fd

ETFs
53
New
$60.1 - $66.4 $3.19K - $3.52K
53 $3K
GKOS
Glaukos Corp

Healthcare
21
New
$126.42 - $152.67 $2.65K - $3.21K
21 $3K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
45
+ 12.13%
$98.47 - $109.35 $4.43K - $4.92K
416 $40K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.64K
+ 2.38%
$23.42 - $24.25 $38.5K - $39.8K
70.6K $1.67M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.96K
+ 3.01%
$7.83 - $8.16 $15.3K - $16K
66.9K $525K
DELL
Dell Technologies Inc.

Technology
104
+ 3.26%
$111.96 - $144.21 $11.6K - $15K
3.29K $379K
SYY
Sysco Corp

Consumer Defensive
94
+ 2.6%
$73.63 - $81.77 $6.92K - $7.69K
3.7K $283K
FQAL
Fidelity Covington Tr Quality

ETFs
12
+ 0.49%
$64.43 - $68.47 $773 - $822
2.44K $159K
DUSA
Davis Fundamental ETF Tr

ETFs
24
+ 0.86%
$40.91 - $45.07 $982 - $1.08K
2.83K $118K
KT
Kt Corp

Communication Services
17
+ 0.27%
$14.79 - $18.29 $251 - $311
6.39K $99K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
83
+ 1.59%
$14.04 - $14.76 $1.17K - $1.23K
5.29K $75K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
40
+ 9.8%
$119.34 - $127.78 $4.77K - $5.11K
448 $53K
BRSP
Bright Spire Capital, Inc.

Real Estate
400
+ 5.08%
$5.25 - $6.43 $2.1K - $2.57K
8.28K $46K
WEC
Wec Energy Group, Inc.

Utilities
28
+ 6.97%
$92.94 - $101.82 $2.6K - $2.85K
430 $40K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
2
+ 0.37%
$55.58 - $62.6 $111 - $125
542 $32K
PEAK
Healthpeak Properties, Inc.

Real Estate
59
+ 5.09%
N/A
1.22K $23K
SAIA
Saia Inc

Industrials
2
+ 3.92%
$411.44 - $569.08 $823 - $1.14K
53 $24K
BSY
Bentley Systems Inc

Technology
80
+ 24.77%
$46.59 - $51.09 $3.73K - $4.09K
403 $18K
SEIC
Sei Investments CO

Financial Services
1
+ 0.53%
$69.36 - $86.58 $69.4 - $86.6
189 $15K
HLI
Houlihan Lokey, Inc.

Financial Services
2
+ 2.3%
$158.81 - $190.49 $318 - $381
89 $15K
INCY
Incyte Corp

Healthcare
19
+ 14.96%
$65.08 - $83.38 $1.24K - $1.58K
146 $10K
REZI
Resideo Technologies, Inc.

Industrials
15
+ 4.46%
$19.3 - $27.75 $290 - $416
351 $8K
SYF
Synchrony Financial

Financial Services
2
+ 1.75%
$49.01 - $68.55 $98 - $137
116 $7K
THO
Thor Industries Inc

Consumer Cyclical
21
+ 39.62%
$94.35 - $115.54 $1.98K - $2.43K
74 $7K
BEN
Franklin Resources Inc

Financial Services
93
+ 36.61%
$19.35 - $22.76 $1.8K - $2.12K
347 $7K
BITO
Proshares Tr Bitcoin Strategy

ETFs
70
+ 50.0%
$16.99 - $27.42 $1.19K - $1.92K
210 $4K
Activity Summary
Buys All Purchases 1220 New Holdings 400 Increased Positions 820 Sells All Sells 599 Reductions 599 Sold out 0 Options Calls 0 Puts 0
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