Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NU
Nu Holdings Ltd.

Financial Services
125
+ 31.25%
$10.24 - $15.89 $1.28K - $1.99K
525 $5K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
15
+ 15.0%
$46.96 - $51.46 $704 - $772
115 $5K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2
+ 0.78%
N/A
260 $5K
South Bow Corp
214
New
N/A
214 $0
EQNR
Equinor Asa

Energy
12
+ 6.0%
$21.88 - $27.12 $263 - $325
212 $5K
SATS
Echo Star Corp

Technology
45
+ 26.01%
$21.52 - $27.17 $968 - $1.22K
218 $4K
TBF
Proshares Trust Short 20+ Trea

ETFs
5
+ 2.59%
$21.97 - $24.64 $110 - $123
198 $4K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
+ 9.8%
$83.82 - $95.89 $419 - $479
56 $4K
RYAAY
Ryanair Holdings PLC

Industrials
14
+ 15.22%
$42.1 - $47.3 $589 - $662
106 $4K
Hive Digital Technologies Lt
1.6K
New
N/A
1.6K $0
VOD
Vodafone Group Public LTD CO

Communication Services
26
+ 5.31%
$8.37 - $9.95 $218 - $259
516 $4K
SBTX
Silverback Therapeutics, Inc.

Healthcare
400
New
N/A
400 $0
Net Lease Office Properties
134
New
N/A
134 $0
Serve Robotics Inc
300
New
N/A
300 $0
Rb Global Inc
44
New
N/A
44 $0
MLPA
Global X Mlp ETF

ETFs
1
+ 1.43%
$47.44 - $52.61 $47.4 - $52.6
71 $3K
NTNX
Nutanix, Inc.

Technology
4
+ 7.84%
$56.46 - $73.18 $226 - $293
55 $3K
BLCN
Siren ETF Tr
128
New
N/A
128 $0
Vanguard Mun Bd Fds
30
New
N/A
30 $0
WU
Western Union CO

Financial Services
63
+ 29.3%
$10.52 - $11.94 $663 - $752
278 $2K
BFB
Brown Forman Corp Cl B
19
+ 32.76%
N/A
77 $0
ERIC
Ericsson Lm Telephone CO

Technology
33
+ 10.15%
$7.36 - $8.59 $243 - $283
358 $2K
Revelyst Inc
149
New
N/A
149 $0
Liberty Media Corp Del
33
New
N/A
33 $0
J P Morgan Exchange Traded F
44
New
N/A
44 $0
OSK
Oshkosh Corp

Industrials
2
+ 8.0%
$93.84 - $115.52 $188 - $231
27 $2K
SRTY
Proshares Tr Ultrashort Short

ETFs
6
+ 4.65%
$14.75 - $21.35 $88.5 - $128
135 $2K
DXC
Dxc Technology CO

Technology
17
+ 15.89%
$19.59 - $22.83 $333 - $388
124 $2K
JHX
James Hardie Industries PLC

Basic Materials
26
+ 52.0%
$30.81 - $38.63 $801 - $1K
76 $2K
LYG
Lloyds Banking Group PLC

Financial Services
60
+ 7.5%
$2.67 - $3.23 $160 - $194
860 $2K
Ishares Ethereum Tr
89
New
N/A
89 $0
Arcadium Lithium PLC
429
New
N/A
429 $0
CRI
Carters Inc

Consumer Cyclical
8
+ 25.81%
$50.33 - $67.47 $403 - $540
39 $2K
XPP
Proshares Tr Ultra Ftse China

ETFs
2
+ 1.82%
$17.27 - $28.8 $34.5 - $57.6
112 $2K
Vanguard Calif Tax Free Fds
20
New
N/A
20 $0
J P Morgan Exchange Traded F
32
New
N/A
32 $0
Anglogold Ashanti PLC
68
New
N/A
68 $0
PGEN
Precigen, Inc.

Healthcare
2
+ 0.14%
$0.67 - $1.12 $1.34 - $2.24
1.4K $1K
UGI
Ugi Corp

Utilities
15
+ 37.5%
$23.24 - $30.37 $349 - $456
55 $1K
Aegon LTD
258
New
N/A
258 $0
Korro Bio Inc
39
New
N/A
39 $0
Saba Capital Income Opport
160
New
N/A
160 $0
Amc Entmt Hldgs Inc
359
New
N/A
359 $0
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1
+ 2.7%
$37.41 - $42.14 $37.4 - $42.1
38 $1K
Amplify ETF Tr
618
New
N/A
618 $0
Irsa Inversiones Y Rep S A
85
New
N/A
85 $0
Vertical Aerospace LTD
100
New
N/A
100 $0
UHS
Universal Health Services Inc

Healthcare
1
+ 16.67%
$175.8 - $236.9 $176 - $237
7 $1K
Fortrea Hldgs Inc
66
New
N/A
66 $0
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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