Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
New York Mtg Tr Inc
187
New
N/A
187 $0
Nxu Inc
1.03K
New
N/A
1.03K $0
Quantum Corp
20
New
N/A
20 $0
Logistic Properties Of The A
100
New
N/A
100 $0
Metavia Inc
500
New
N/A
500 $0
PINC
Premier, Inc.

Healthcare
1
+ 2.17%
$19.08 - $23.34 $19.1 - $23.3
47 $0
FSMD
Fidelity Covington Tr Small Mi

ETFs
10
+ 71.43%
$40.75 - $44.85 $408 - $449
24 $0
IDA
Idacorp Inc

Utilities
2
+ 28.57%
$100.11 - $118.96 $200 - $238
9 $0
FDLO
Fidelity Covington Tr Low Vola

ETFs
6
+ 60.0%
$60.24 - $63.08 $361 - $378
16 $0
UPST
Upstart Holdings, Inc.

Financial Services
15
New
$37.78 - $84.46 $567 - $1.27K
15 $0
Cartesian Therapeutics Inc
50
New
N/A
50 $0
NXL
Nexalin Technology, Inc.

Healthcare
300
New
$0.62 - $4.36 $186 - $1.31K
300 $0
MANH
Manhattan Associates Inc

Technology
3
New
$263.36 - $309.78 $790 - $929
3 $0
SENS
Senseonics Holdings, Inc.

Healthcare
11
+ 0.72%
$0.25 - $0.59 $2.75 - $6.49
1.54K $0
Corbus Pharmaceuticals Hldgs
66
New
N/A
66 $0
GO
Grocery Outlet Holding Corp.

Consumer Defensive
45
New
$13.9 - $21.25 $626 - $956
45 $0
Standardaero Inc
27
New
N/A
27 $0
FNDE
Schwab Fundamental Emerging Mk

ETFs
23
New
$28.89 - $33.95 $664 - $781
23 $0
PLUG
Plug Power Inc

Industrials
1
+ 0.33%
$1.87 - $2.67 $1.87 - $2.67
301 $0
Organigram Hldgs Inc
398
New
N/A
398 $0
BFLYWS
Butterfly Network Inc Wt Exp 0
4.89K
New
N/A
4.89K $0
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
5
New
$101.51 - $140.63 $508 - $703
5 $0
LCII
Lci Industries

Consumer Cyclical
6
New
$101.78 - $126.7 $611 - $760
6 $0
BRF
Vaneck ETF Tr Vaneck Brazil Sm

ETFs
54
New
$10.91 - $15.03 $589 - $812
54 $0
Grail Inc
33
New
N/A
33 $0
ENLV
Enlivex Therapeutics Ltd.

Healthcare
500
New
$0.84 - $1.69 $420 - $845
500 $0
ICL
Icl Group Ltd.

Basic Materials
117
New
$3.92 - $5.13 $459 - $600
117 $0
GAIN
Gladstone Investment Corporation\De

Financial Services
43
New
$12.92 - $14.81 $556 - $637
43 $0
Canopy Growth Corp
207
New
N/A
207 $0
TGNA
Tegna Inc

Communication Services
31
New
$15.25 - $19.32 $473 - $599
31 $0
Liberty Media Corp Del
6
New
N/A
6 $0
VFC
V F Corp

Consumer Cyclical
1
+ 4.0%
$16.7 - $22.59 $16.7 - $22.6
26 $0
Skillz Inc
100
New
N/A
100 $0
Biovie Inc
250
New
N/A
250 $0
SON
Sonoco Products CO

Consumer Cyclical
370
+ 11.46%
$48.6 - $54.89 $18K - $20.3K
3.6K $175K
TDIV
First Trust Nasdaq Technology

ETFs
6
+ 0.63%
$78.03 - $82.13 $468 - $493
963 $75K
NEAR
Blackrock Short Maturity Bond

ETFs
2
+ 0.15%
$50.28 - $51.08 $101 - $102
1.36K $68K
LNT
Alliant Energy Corp

Utilities
5
+ 0.48%
$56.24 - $63.63 $281 - $318
1.04K $61K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
34
+ 1.86%
$16.73 - $19.67 $569 - $669
1.86K $32K
PFM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$45.72 - $48.2 $91.4 - $96.4
674 $30K
TER
Teradyne, Inc

Technology
8
+ 4.4%
$102.58 - $133.62 $821 - $1.07K
190 $23K
MTCH
Match Group, Inc.

Communication Services
62
+ 10.4%
$30.29 - $38.64 $1.88K - $2.4K
658 $21K
CZA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.7%
$103.81 - $113.57 $104 - $114
143 $14K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
45
+ 2.06%
$5.71 - $6.89 $257 - $310
2.23K $13K
SAN
Banco Santander, S.A.

Financial Services
89
+ 3.39%
$4.49 - $5.05 $400 - $449
2.71K $12K
TECH
Bio Techne Corp

Healthcare
2
+ 1.87%
$66.37 - $78.17 $133 - $156
109 $7K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4
+ 2.17%
$33.93 - $38.37 $136 - $153
188 $6K
PUK
Prudential PLC

Financial Services
16
+ 4.86%
$15.52 - $18.99 $248 - $304
345 $5K
EET
Proshares Tr Ultra Msci Emergi

ETFs
2
+ 1.89%
$50.48 - $64.73 $101 - $129
108 $5K
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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