Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Graniteshares ETF Tr
1.1K
New
N/A
1.1K $0
NVBT
Aim ETF Prods Tr Allianzim U S
1.16K
New
N/A
1.16K $0
First Tr Exchng Traded Fd Vi
1.09K
New
N/A
1.09K $0
Hamilton Insurance Group LTD
1.99K
New
N/A
1.99K $0
Sunrise Communications Ag
862
New
N/A
862 $0
RELX
Relx PLC

Communication Services
20
+ 2.51%
$44.45 - $48.63 $889 - $973
817 $37K
Solventum Corp
556
New
N/A
556 $0
Digitalbridge Group Inc
3.25K
New
N/A
3.25K $0
Smurfit Westrock PLC
669
New
N/A
669 $0
First Tr Exchng Traded Fd Vi
1.83K
New
N/A
1.83K $0
Boeing CO
575
New
N/A
575 $0
America Movil Sab De Cv
2.27K
New
N/A
2.27K $0
Bicara Therapeutics Inc
1.8K
New
N/A
1.8K $0
Peakstone Realty Trust
2.7K
New
N/A
2.7K $0
SCHO
Schwab Short Term Us Treasury

ETFs
612
+ 100.0%
$24.06 - $48.88 $14.7K - $29.9K
1.22K $29K
DOX
Amdocs LTD

Technology
3
+ 0.88%
$82.94 - $92.86 $249 - $279
343 $29K
Bank Montreal Medium
50
New
N/A
50 $0
Vestis Corporation
1.91K
New
N/A
1.91K $0
ITT
Itt Inc.

Industrials
10
+ 5.21%
$140.12 - $159.62 $1.4K - $1.6K
202 $28K
DRLL
Ea Ser Tr Strive U S Energy Et
1.03K
New
N/A
1.03K $0
OUT
Outfront Media Inc.

Real Estate
59
+ 3.99%
$17.48 - $19.36 $1.03K - $1.14K
1.54K $27K
Advisorshares Tr
2.48K
New
N/A
2.48K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
17
+ 7.62%
N/A
240 $0
Global X Fds
1.03K
New
N/A
1.03K $0
Community West Bancshares Ne
1.38K
New
N/A
1.38K $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
13
+ 1.44%
$28.88 - $29.33 $375 - $381
918 $26K
CNC
Centene Corp

Healthcare
79
+ 22.13%
$56.71 - $73.94 $4.48K - $5.84K
436 $26K
Innovator Etfs Trust
962
New
N/A
962 $0
Bunge Global Sa
334
New
N/A
334 $0
Paysafe Limited
1.52K
New
N/A
1.52K $0
EGP
Eastgroup Properties Inc

Real Estate
21
+ 15.11%
$158.74 - $185.14 $3.33K - $3.89K
160 $25K
CGMU
Capital Group Core Plus Income
928
New
N/A
928 $0
Global X Fds
1.17K
New
N/A
1.17K $0
Brookfield Asset Managmt LTD
441
New
N/A
441 $0
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1
+ 0.34%
$74.78 - $87.2 $74.8 - $87.2
293 $23K
Cooper Cos Inc
247
New
N/A
247 $0
OABI
Omniab Inc Com
6.28K
New
N/A
6.28K $0
Amentum Holdings Inc
1.04K
New
N/A
1.04K $0
Ishares Tr
825
New
N/A
825 $0
Healthcare Rlty Tr
1.21K
New
N/A
1.21K $0
Six Flags Entertainment Corp
421
New
N/A
421 $0
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 0.88%
$164.22 - $197.19 $164 - $197
115 $19K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
96
+ 2.74%
$5.34 - $5.65 $513 - $542
3.61K $19K
Crane Company
126
New
N/A
126 $0
SNPG
Dbx ETF Tr Xtrackers S&P 500 G
417
New
N/A
417 $0
Exchange Traded Concepts Tru
376
New
N/A
376 $0
Natwest Group PLC
1.69K
New
N/A
1.69K $0
PRGO
Perrigo CO PLC

Healthcare
8
+ 1.21%
$24.18 - $28.91 $193 - $231
668 $17K
NDSN
Nordson Corp

Industrials
16
+ 25.4%
$208.83 - $264.36 $3.34K - $4.23K
79 $16K
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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