Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
3.88K
+ 6.68%
$81.74 - $91.38 $317K - $354K
61.9K $5.44M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
100
+ 1.92%
$260.53 - $404.79 $26.1K - $40.5K
5.32K $2.03M
BKNG
Booking Holdings Inc.

Consumer Cyclical
79
+ 27.24%
$4100.99 - $5300.34 $324K - $419K
369 $1.83M
HWM
Howmet Aerospace Inc.

Industrials
5.49K
+ 859.72%
$99.72 - $120.09 $547K - $659K
6.12K $669K
UNOV
Earth Science Tech, Inc.

ETFs
17K
+ 103.3%
$33.84 - $35.03 $575K - $596K
33.5K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
1.57K
+ 7.16%
$280.04 - $302.45 $439K - $474K
23.4K $6.79M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
14.6K
+ 289.71%
$39.78 - $41.04 $582K - $601K
19.7K $798K
SPG
Simon Property Group Inc

Real Estate
3.47K
New
$167.23 - $183.84 $579K - $637K
3.47K $596K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
15K
+ 104.54%
$38.63 - $39.95 $580K - $599K
29.4K $1.16M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.01K
+ 184.68%
$278.19 - $315.36 $560K - $635K
3.1K $893K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
26.3K
+ 19.1%
$20.98 - $21.19 $552K - $558K
164K $3.46M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.75K
+ 7.85%
$238.25 - $261.28 $655K - $718K
37.8K $9.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.67K
+ 46.65%
$116.4 - $138.52 $427K - $508K
11.5K $1.46M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
19.4K
New
$24.92 - $32.79 $484K - $637K
19.4K $534K
INTU
Intuit Inc

Technology
795
+ 17.52%
$602.01 - $706.25 $479K - $561K
5.33K $3.35M
POWL
Powell Industries Inc

Industrials
2.38K
+ 104.99%
$221.65 - $352.37 $527K - $838K
4.64K $1.03M
FANG
Diamondback Energy, Inc.

Energy
3.17K
New
$153.06 - $199.5 $485K - $632K
3.17K $519K
DIS
Walt Disney CO

Communication Services
156
+ 0.48%
$92.39 - $117.6 $14.4K - $18.3K
32.6K $3.63M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
10.5K
+ 3834.91%
$47.77 - $51.75 $504K - $546K
10.8K $522K
VB
Vanguard Small Cap ETF

ETFs
1.61K
+ 4.09%
$233.76 - $261.58 $377K - $422K
41.1K $9.87M
CBRE
Cbre Group, Inc.

Real Estate
3.44K
+ 56.89%
$119.22 - $140.71 $410K - $484K
9.48K $1.24M
AMT
American Tower Corp

Real Estate
3.92K
+ 84.51%
$179.4 - $232.01 $703K - $909K
8.55K $1.57M
GS
Goldman Sachs Group Inc

Financial Services
179
+ 3.65%
$486.1 - $608.57 $87K - $109K
5.09K $2.91M
VIG
Vanguard Dividend Appreciation

ETFs
2.61K
+ 9.26%
N/A
30.8K $5.62M
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.4K
+ 451.38%
$25.93 - $105.3 $1.1M - $4.47M
51.8K $1.44M
XLI
Industrial Sector Spdr

ETFs
8.03K
+ 4.97%
$131.76 - $143.99 $1.06M - $1.16M
170K $22.3M
FXI
Ishares Tr

ETFs
15.7K
+ 121.39%
$29.52 - $36.69 $462K - $574K
28.6K $869K
VRT
Vertiv Holdings CO

Industrials
5.29K
+ 194.73%
N/A
8K $693K
IYW
Ishares Dj Us Tech ETF

ETFs
103
+ 0.19%
$148.14 - $166.23 $15.3K - $17.1K
55.3K $8.82M
VO
Vanguard Mid Cap ETF

ETFs
1.71K
+ 36.98%
$261.5 - $284.63 $446K - $486K
6.32K $1.67M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.08K
+ 0.45%
$61.52 - $66.5 $66.4K - $71.8K
242K $15.4M
FCX
Freeport Mcmoran Inc

Basic Materials
11.1K
New
$38.08 - $50.82 $423K - $565K
11.1K $423K
BK
Bank Of New York Mellon Corp

Financial Services
5.27K
+ 163.46%
$70.82 - $81.87 $373K - $431K
8.49K $652K
SKYY
First Trust Cloud Computing Et

ETFs
2.51K
+ 35.46%
$99.98 - $130.46 $251K - $327K
9.58K $1.14M
DGRO
Ishares Core Dividend Growth E

ETFs
7.2K
+ 35.94%
$60.73 - $64.94 $437K - $468K
27.2K $1.67M
ADC
Agree Realty Corp

Real Estate
5.84K
New
$69.44 - $77.65 $406K - $453K
5.84K $411K
AIT
Applied Industrial Technologies Inc

Industrials
1.66K
+ 252.74%
$220.05 - $280.49 $366K - $466K
2.32K $555K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 98.19%
$119.61 - $136.3 $383K - $437K
6.47K $799K
ET
Energy Transfer LP

Energy
2.32K
+ 2.31%
$16.05 - $19.86 $37.2K - $46.1K
103K $2.02M
BVS
Bioventus Inc.

Healthcare
38.2K
New
$10.5 - $13.71 $402K - $524K
38.2K $401K
EQIX
Equinix Inc

Real Estate
362
+ 34.05%
$865.69 - $985.0 $313K - $357K
1.43K $1.34M
BAC
Bank Of America Corp

Financial Services
1.59K
+ 2.31%
$39.22 - $47.77 $62.5K - $76.1K
70.4K $3.1M
ARKQ
Ark Autonomous Technology & Ro

ETFs
4.63K
+ 23140.0%
$60.57 - $82.2 $280K - $380K
4.65K $359K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.27K
+ 15.07%
$124.26 - $134.12 $282K - $304K
17.3K $2.23M
GDDY
Go Daddy Inc.

Technology
1.66K
+ 1723.96%
$153.16 - $209.03 $253K - $346K
1.75K $345K
ULCC
Frontier Group Holdings, Inc.

Industrials
46K
New
$4.99 - $7.29 $229K - $335K
46K $326K
IAU
Ishares Gold Trust

ETFs
6.59K
+ 42.99%
$48.37 - $52.65 $319K - $347K
21.9K $1.09M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.8K
+ 30.06%
$15.9 - $17.05 $299K - $321K
81.5K $1.35M
MO
Altria Group, Inc.

Consumer Defensive
5.49K
+ 23.53%
$49.06 - $57.74 $269K - $317K
28.8K $1.51M
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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