Spire Wealth Management Incresed Positions in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
47
+ 9.42%
$12.27 - $15.41 $577 - $724
546 $7K
ALE
Allete Inc

Utilities
10
+ 1.11%
$63.98 - $65.24 $640 - $652
914 $59K
SITE
Site One Landscape Supply, Inc.

Industrials
15
+ 55.56%
$131.3 - $156.31 $1.97K - $2.34K
42 $5K
EEMV
Ishares Msci Emerging Markets

ETFs
106
+ 11.45%
$57.85 - $63.11 $6.13K - $6.69K
1.03K $59K
WELL
Welltower Inc.

Real Estate
16
+ 3.44%
$123.11 - $139.3 $1.97K - $2.23K
481 $60K
CHE
Chemed Corp

Healthcare
4
+ 57.14%
$517.44 - $613.19 $2.07K - $2.45K
11 $5K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4
+ 11.11%
$159.11 - $178.39 $636 - $714
40 $6K
HES
Hess Corp

Energy
12
+ 12.24%
$127.66 - $148.65 $1.53K - $1.78K
110 $14K
HTGC
Hercules Capital, Inc.

Financial Services
3
+ 0.22%
$18.53 - $20.22 $55.6 - $60.7
1.35K $27K
OVV
Ovintiv Inc.

Energy
6
+ 2.93%
$37.74 - $46.71 $226 - $280
211 $8K
ADSK
Autodesk, Inc.

Technology
7
+ 0.35%
N/A
2.03K $497K
NLOK
Norton Life Lock Inc.

Technology
17
+ 1.6%
N/A
1.08K $23K
REG
Regency Centers Corp

Real Estate
3
+ 0.57%
$69.77 - $75.91 $209 - $228
526 $38K
VVR
Invesco Senior Income Trust

Financial Services
413
+ 3.92%
$3.83 - $4.07 $1.58K - $1.68K
10.9K $43K
FPH
Five Point Holdings, LLC

Real Estate
1.14K
+ 11.0%
$3.43 - $4.29 $3.91K - $4.89K
11.5K $43K
HESM
Hess Midstream LP

Energy
8
+ 2.13%
$34.2 - $37.9 $274 - $303
384 $14K
CINF
Cincinnati Financial Corp

Financial Services
1
+ 1.03%
$132.86 - $160.16 $133 - $160
98 $14K
CF
Cf Industries Holdings, Inc.

Basic Materials
14
+ 6.42%
$81.39 - $94.14 $1.14K - $1.32K
232 $19K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
18
+ 2.31%
$47.58 - $48.56 $856 - $874
798 $38K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
5
+ 0.67%
N/A
749 $18K
ALLE
Allegion PLC

Industrials
19
+ 13.87%
$130.63 - $153.36 $2.48K - $2.91K
156 $20K
MTN
Vail Resorts Inc

Consumer Cyclical
3
+ 6.38%
$165.69 - $195.44 $497 - $586
50 $9K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1
+ 0.63%
$120.76 - $140.58 $121 - $141
161 $20K
FSS
Federal Signal Corp

Industrials
33
+ 1.68%
$81.56 - $99.7 $2.69K - $3.29K
2K $185K
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 4.03%
$60.65 - $72.33 $303 - $362
129 $8K
ATO
Atmos Energy Corp

Utilities
9
+ 30.0%
$136.41 - $151.43 $1.23K - $1.36K
39 $5K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$53.26 - $60.98 $53.3 - $61
2.07K $119K
GIL
Gildan Activewear Inc.

Consumer Cyclical
13
+ 15.66%
$46.28 - $50.23 $602 - $653
96 $4K
CNP
Centerpoint Energy Inc

Utilities
22
+ 18.33%
$28.58 - $32.66 $629 - $719
142 $4K
WHR
Whirlpool Corp

Consumer Cyclical
8
+ 26.67%
$99.28 - $124.45 $794 - $996
38 $4K
ETSY
Etsy Inc

Consumer Cyclical
24
+ 52.17%
$47.48 - $61.61 $1.14K - $1.48K
70 $3K
GRMN
Garmin LTD

Technology
2
+ 15.38%
$161.91 - $220.77 $324 - $442
15 $3K
OC
Owens Corning

Industrials
3
+ 20.0%
$169.41 - $210.81 $508 - $632
18 $3K
TBT
Proshares Ultrashort 20+Year T

ETFs
1
+ 1.75%
$29.37 - $36.85 $29.4 - $36.9
58 $2K
FDMO
Fidelity Covington Tr Momentum

ETFs
16
+ 69.57%
$65.49 - $73.33 $1.05K - $1.17K
39 $2K
NTRA
Natera, Inc.

Healthcare
2
+ 13.33%
$117.67 - $174.0 $235 - $348
17 $2K
IMAX
Imax Corp

Communication Services
54
+ 54.0%
$19.35 - $26.73 $1.04K - $1.44K
154 $3K
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 50.0%
$366.65 - $427.88 $733 - $856
6 $2K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1
+ 1.49%
$54.89 - $64.32 $54.9 - $64.3
68 $4K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
1
+ 2.78%
$24.08 - $48.71 $24.1 - $48.7
37 $1K
EMN
Eastman Chemical CO

Basic Materials
4
+ 50.0%
$90.03 - $110.64 $360 - $443
12 $1K
HOLX
Hologic Inc

Healthcare
18
+ 39.13%
$70.76 - $83.72 $1.27K - $1.51K
64 $4K
HSIC
Henry Schein Inc

Healthcare
64
+ 6.26%
$66.54 - $77.66 $4.26K - $4.97K
1.09K $75K
OZK
Bank Ozk

Financial Services
14
+ 4.29%
$41.39 - $50.55 $579 - $708
340 $15K
ING
Ing Groep Nv

Financial Services
76
+ 28.46%
$15.1 - $17.73 $1.15K - $1.35K
343 $5K
CCK
Crown Holdings Inc

Consumer Cyclical
138
+ 16.16%
$81.89 - $97.79 $11.3K - $13.5K
992 $82K
NU
Nu Holdings Ltd.

Financial Services
125
+ 31.25%
$10.24 - $15.89 $1.28K - $1.99K
525 $5K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1
+ 2.7%
$37.41 - $42.14 $37.4 - $42.1
38 $1K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
96
+ 2.74%
$5.34 - $5.65 $513 - $542
3.61K $19K
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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