Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
15.4K
+ 45.23%
$24.67 - $26.94 $381K - $416K
49.6K $1.22M
TFLO
Ishares Treasury Floating Rate

ETFs
6K
+ 64.26%
$50.37 - $50.63 $302K - $304K
15.3K $774K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 116.75%
$198.04 - $221.51 $273K - $306K
2.56K $539K
TT
Trane Technologies PLC

Industrials
1.38K
+ 12.73%
$369.35 - $419.14 $508K - $577K
12.2K $4.5M
JBLU
Jetblue Airways Corp

Industrials
34.7K
+ 175.92%
$5.63 - $8.05 $196K - $280K
54.5K $428K
SYM
Symbotic Inc.

Financial Services
12.6K
New
$22.73 - $38.78 $286K - $488K
12.6K $298K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.55K
+ 972.33%
$180.39 - $205.43 $279K - $318K
1.71K $323K
IGV
Ishares Expanded Tech Software

ETFs
2.78K
+ 316.76%
$87.5 - $110.17 $243K - $306K
3.66K $365K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.11K
+ 12.87%
$110.69 - $154.48 $123K - $172K
9.77K $1.24M
WBD
Warner Bros. Discovery, Inc.

Communication Services
26.8K
New
$7.33 - $12.37 $197K - $332K
26.8K $284K
DECK
Deckers Outdoor Corp

Consumer Cyclical
731
+ 24.29%
$152.04 - $211.12 $111K - $154K
3.74K $759K
GL
Globe Life Inc.

Financial Services
2.4K
+ 144.65%
$103.49 - $116.02 $249K - $279K
4.07K $453K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.98K
+ 3.06%
$176.42 - $186.91 $349K - $370K
66.6K $11.9M
MS
Morgan Stanley

Financial Services
211
+ 1.84%
$104.42 - $134.99 $22K - $28.5K
11.7K $1.47M
EA
Electronic Arts Inc.

Communication Services
1.86K
+ 881.04%
$140.69 - $167.97 $262K - $312K
2.07K $302K
COF
Capital One Financial Corp

Financial Services
717
+ 14.66%
$145.19 - $192.01 $104K - $138K
5.61K $1M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
12.3K
+ 239.56%
$21.41 - $23.64 $264K - $291K
17.5K $384K
WRB
Berkley W R Corp

Financial Services
4.5K
+ 1095.86%
$56.48 - $64.94 $254K - $292K
4.92K $287K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.69K
New
$29.73 - $30.81 $258K - $268K
8.69K $264K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 256.2%
$113.79 - $124.5 $261K - $285K
3.19K $365K
XLE
Energy Sector Spdr

ETFs
5.66K
+ 5.45%
$83.32 - $97.27 $471K - $550K
109K $9.38M
PSEC
Prospect Capital Corp

Financial Services
66.9K
+ 265.17%
$4.16 - $5.34 $278K - $357K
92.1K $397K
SMR
Nuscale Power Corp

Industrials
14.6K
New
$11.69 - $30.21 $171K - $441K
14.6K $262K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.8K
New
$71.77 - $92.11 $201K - $258K
2.8K $254K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.4K
+ 46666.67%
$174.04 - $205.27 $244K - $287K
1.4K $253K
DPZ
Dominos Pizza Inc

Consumer Cyclical
594
+ 1800.0%
$408.59 - $476.19 $243K - $283K
627 $263K
NRG
Nrg Energy, Inc.

Utilities
2.74K
+ 3045.56%
$85.3 - $101.61 $234K - $279K
2.83K $255K
GILD
Gilead Sciences, Inc.

Healthcare
1.3K
+ 9.08%
$83.95 - $97.9 $109K - $127K
15.6K $1.44M
PH
Parker Hannifin Corp

Industrials
370
+ 52.48%
$621.74 - $709.46 $230K - $263K
1.08K $683K
STLG
Ishares Factors Us Growth Styl

ETFs
4.51K
+ 110.16%
N/A
8.6K $432K
DTE
Dte Energy CO

Utilities
1.89K
+ 348.43%
$117.04 - $129.77 $221K - $246K
2.44K $294K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.12K
+ 7.44%
$48.33 - $49.08 $296K - $300K
88.4K $4.28M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.61K
+ 14.74%
$55.86 - $60.21 $202K - $217K
28.1K $1.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.24K
+ 4.95%
$66.77 - $71.52 $150K - $160K
47.6K $3.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
491
+ 25.09%
$173.13 - $258.09 $85K - $127K
2.45K $564K
RHI
Robert Half International Inc.

Industrials
2.98K
+ 37287.5%
$65.55 - $76.8 $196K - $229K
2.99K $210K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.45K
New
$127.59 - $153.41 $185K - $223K
1.45K $209K
GLD
Spdr Gold Trust

ETFs
897
+ 9.72%
$236.59 - $257.5 $212K - $231K
10.1K $2.45M
BSX
Boston Scientific Corp

Healthcare
1.87K
+ 25.52%
$83.62 - $91.5 $156K - $171K
9.17K $819K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.5K
New
$17.65 - $18.18 $202K - $208K
11.5K $202K
MLI
Mueller Industries Inc

Industrials
2.49K
+ 353.76%
$71.2 - $95.34 $178K - $238K
3.2K $253K
AI
C3.Ai, Inc.

Technology
5.22K
+ 253.2%
$22.6 - $42.94 $118K - $224K
7.28K $250K
GE
General Electric CO

Industrials
1.99K
+ 31.96%
$159.95 - $194.23 $319K - $387K
8.23K $1.37M
RE
Everest Re Group LTD

Financial Services
533
+ 8883.33%
N/A
539 $199K
VITL
Vital Farms, Inc.

Consumer Defensive
4.7K
+ 66.2%
$28.13 - $40.91 $132K - $192K
11.8K $444K
RDVY
First Trust Rising Dividend Ac

ETFs
3.39K
+ 4.03%
$58.65 - $64.37 $199K - $218K
87.5K $5.18M
BNOV
Innovator U.S. Equity Buffer E

ETFs
4.95K
New
$38.08 - $39.98 $189K - $198K
4.95K $194K
RKLB
Rocket Lab Usa, Inc.

Industrials
1.4K
+ 14.0%
$9.23 - $28.44 $12.9K - $39.8K
11.4K $290K
UCO
Pro Shares Trust Ii

ETFs
7K
New
$24.47 - $30.76 $171K - $215K
7K $192K
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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