Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTS
Fortis Inc.

Utilities
70
New
$41.04 - $45.81 $2.87K - $3.21K
70 $2K
PTF
Invesco Exchange Traded Fd Tr

ETFs
39
New
$62.32 - $80.47 $2.43K - $3.14K
39 $2K
GLOB
Globant S.A.

Technology
12
New
$193.45 - $236.83 $2.32K - $2.84K
12 $2K
BLDP
Ballard Power Systems Inc.

Industrials
1.52K
New
$1.27 - $1.78 $1.93K - $2.7K
1.52K $2K
PBW
Invesco Exchange Traded Fd Tr

ETFs
125
New
$19.01 - $21.64 $2.38K - $2.71K
125 $2K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
100
New
$17.13 - $34.23 $1.71K - $3.42K
100 $2K
FUTU
Futu Holdings LTD

Financial Services
30
New
$79.99 - $128.93 $2.4K - $3.87K
30 $2K
SOUN
Soundhound Ai, Inc.

Technology
120
New
$4.51 - $24.23 $541 - $2.91K
120 $2K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
117
New
$19.82 - $21.55 $2.32K - $2.52K
117 $2K
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
1.2K
New
$0.92 - $2.82 $1.1K - $3.38K
1.2K $2K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
33
New
$63.15 - $75.4 $2.08K - $2.49K
33 $2K
PR
Permian Resources Corporation

Energy
144
New
$13.41 - $16.21 $1.93K - $2.33K
144 $2K
ADSK
Autodesk, Inc.

Technology
7
+ 0.35%
N/A
2.03K $497K
FSS
Federal Signal Corp

Industrials
33
+ 1.68%
$81.56 - $99.7 $2.69K - $3.29K
2K $185K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$53.26 - $60.98 $53.3 - $61
2.07K $119K
CCK
Crown Holdings Inc

Consumer Cyclical
138
+ 16.16%
$81.89 - $97.79 $11.3K - $13.5K
992 $82K
HSIC
Henry Schein Inc

Healthcare
64
+ 6.26%
$66.54 - $77.66 $4.26K - $4.97K
1.09K $75K
WELL
Welltower Inc.

Real Estate
16
+ 3.44%
$123.11 - $139.3 $1.97K - $2.23K
481 $60K
EEMV
Ishares Msci Emerging Markets

ETFs
106
+ 11.45%
$57.85 - $63.11 $6.13K - $6.69K
1.03K $59K
ALE
Allete Inc

Utilities
10
+ 1.11%
$63.98 - $65.24 $640 - $652
914 $59K
FPH
Five Point Holdings, LLC

Real Estate
1.14K
+ 11.0%
$3.43 - $4.29 $3.91K - $4.89K
11.5K $43K
VVR
Invesco Senior Income Trust

Financial Services
413
+ 3.92%
$3.83 - $4.07 $1.58K - $1.68K
10.9K $43K
REG
Regency Centers Corp

Real Estate
3
+ 0.57%
$69.77 - $75.91 $209 - $228
526 $38K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
18
+ 2.31%
$47.58 - $48.56 $856 - $874
798 $38K
NLOK
Norton Life Lock Inc.

Technology
17
+ 1.6%
N/A
1.08K $23K
HTGC
Hercules Capital, Inc.

Financial Services
3
+ 0.22%
$18.53 - $20.22 $55.6 - $60.7
1.35K $27K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1
+ 0.63%
$120.76 - $140.58 $121 - $141
161 $20K
ALLE
Allegion PLC

Industrials
19
+ 13.87%
$130.63 - $153.36 $2.48K - $2.91K
156 $20K
CF
Cf Industries Holdings, Inc.

Basic Materials
14
+ 6.42%
$81.39 - $94.14 $1.14K - $1.32K
232 $19K
PPLT
Abrdn Platinum ETF Trust

ETFs
9
+ 4.37%
N/A
215 $19K
OZK
Bank Ozk

Financial Services
14
+ 4.29%
$41.39 - $50.55 $579 - $708
340 $15K
HES
Hess Corp

Energy
12
+ 12.24%
$127.66 - $148.65 $1.53K - $1.78K
110 $14K
HESM
Hess Midstream LP

Energy
8
+ 2.13%
$34.2 - $37.9 $274 - $303
384 $14K
CINF
Cincinnati Financial Corp

Financial Services
1
+ 1.03%
$132.86 - $160.16 $133 - $160
98 $14K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
5
+ 0.67%
N/A
749 $18K
MTN
Vail Resorts Inc

Consumer Cyclical
3
+ 6.38%
$165.69 - $195.44 $497 - $586
50 $9K
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 4.03%
$60.65 - $72.33 $303 - $362
129 $8K
OVV
Ovintiv Inc.

Energy
6
+ 2.93%
$37.74 - $46.71 $226 - $280
211 $8K
ORI
Old Republic International Corp

Financial Services
22
+ 10.73%
$34.4 - $38.98 $757 - $858
227 $8K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
47
+ 9.42%
$12.27 - $15.41 $577 - $724
546 $7K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
21
+ 53.85%
$104.0 - $138.19 $2.18K - $2.9K
60 $6K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4
+ 11.11%
$159.11 - $178.39 $636 - $714
40 $6K
CHE
Chemed Corp

Healthcare
4
+ 57.14%
$517.44 - $613.19 $2.07K - $2.45K
11 $5K
SITE
Site One Landscape Supply, Inc.

Industrials
15
+ 55.56%
$131.3 - $156.31 $1.97K - $2.34K
42 $5K
ATO
Atmos Energy Corp

Utilities
9
+ 30.0%
$136.41 - $151.43 $1.23K - $1.36K
39 $5K
ING
Ing Groep Nv

Financial Services
76
+ 28.46%
$15.1 - $17.73 $1.15K - $1.35K
343 $5K
HOLX
Hologic Inc

Healthcare
18
+ 39.13%
$70.76 - $83.72 $1.27K - $1.51K
64 $4K
GIL
Gildan Activewear Inc.

Consumer Cyclical
13
+ 15.66%
$46.28 - $50.23 $602 - $653
96 $4K
CNP
Centerpoint Energy Inc

Utilities
22
+ 18.33%
$28.58 - $32.66 $629 - $719
142 $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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