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
IJK
Ishares S&P Midcap 400 Growth

ETFs
42
+ 0.16%
$90.66 - $99.46 $3.81K - $4.18K
26.4K $2.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.97K
+ 81.61%
$22.63 - $47.53 $67.2K - $141K
6.61K $149K
PSA
Public Storage

Real Estate
7
+ 1.73%
$289.33 - $360.21 $2.03K - $2.52K
411 $123K
DVN
Devon Energy Corp

Energy
20
+ 0.53%
$30.52 - $42.96 $610 - $859
3.79K $123K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.28K
+ 8.43%
$57.29 - $63.1 $188K - $207K
42.1K $2.42M
IYR
Ishares Tr

ETFs
159
+ 3.2%
$90.74 - $102.87 $14.4K - $16.4K
5.13K $477K
PWV
Invesco Exchange Traded Fd Tr

ETFs
292
+ 0.89%
$56.33 - $61.73 $16.4K - $18K
33.1K $1.88M
AEP
American Electric Power CO Inc

Utilities
74
+ 1.99%
$90.91 - $102.21 $6.73K - $7.56K
3.8K $350K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.86K
+ 89.0%
$25.74 - $53.78 $151K - $315K
12.4K $321K
TSCO
Tractor Supply CO

Consumer Cyclical
4.97K
+ 400.24%
$52.59 - $303.74 $261K - $1.51M
6.21K $329K
VT
Vanguard Total World Stk Index

ETFs
109
+ 0.49%
$117.09 - $123.07 $12.8K - $13.4K
22.5K $2.64M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
13
+ 8.97%
$701.85 - $1046.91 $9.12K - $13.6K
158 $112K
ORCL
Oracle Corp

Technology
181
+ 0.95%
$165.41 - $192.43 $29.9K - $34.8K
19.2K $3.2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.66K
+ 5.68%
$30.93 - $33.94 $51.4K - $56.4K
30.9K $958K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.19K
+ 6.81%
$36.15 - $41.9 $43.1K - $49.9K
18.7K $679K
DUK
Duke Energy Corp

Utilities
55
+ 0.86%
$105.76 - $120.76 $5.82K - $6.64K
6.47K $696K
STX
Seagate Technology Holdings PLC

Technology
129
+ 5.61%
$86.31 - $112.64 $11.1K - $14.5K
2.43K $209K
NVS
Novartis Ag

Healthcare
13
+ 0.51%
$96.78 - $117.18 $1.26K - $1.52K
2.59K $251K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2
+ 0.02%
$37.12 - $41.23 $74.2 - $82.5
11.3K $419K
LYB
Lyondell Basell Industries N.V.

Basic Materials
16
+ 0.68%
$72.97 - $96.75 $1.17K - $1.55K
2.35K $174K
STZ
Constellation Brands, Inc.

Consumer Defensive
187
+ 7.36%
$219.66 - $257.62 $41.1K - $48.2K
2.73K $602K
ITUB
Itau Unibanco Holding S.A.

Financial Services
3.41K
+ 8.24%
$4.96 - $6.57 $16.9K - $22.4K
44.7K $221K
CVS
Cvs Health Corp

Healthcare
2.63K
+ 26.98%
$43.78 - $67.46 $115K - $178K
12.4K $556K
VPU
Vanguard Utilities ETF

ETFs
3
+ 0.06%
$160.52 - $179.11 $482 - $537
5.45K $890K
OLED
Universal Display Corp Pa

Technology
30
+ 2.99%
$146.2 - $213.81 $4.39K - $6.41K
1.03K $151K
EFG
Msci Eafe Growth ETF

ETFs
1.56K
+ 8.01%
$96.83 - $106.88 $151K - $167K
21.1K $2.04M
CNI
Canadian National Railway CO

Industrials
10
+ 0.25%
$100.62 - $117.12 $1.01K - $1.17K
4.07K $413K
CARR
Carrier Global Corp

Industrials
312
+ 4.54%
$66.69 - $82.65 $20.8K - $25.8K
7.18K $490K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
520
+ 0.49%
$23.63 - $26.47 $12.3K - $13.8K
107K $2.55M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
163
+ 1.31%
$62.71 - $68.47 $10.2K - $11.2K
12.6K $792K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
148
+ 4.04%
$82.28 - $117.52 $12.2K - $17.4K
3.81K $323K
COP
Conocophillips

Energy
323
+ 1.95%
$95.12 - $114.72 $30.7K - $37.1K
16.9K $1.67M
KURE
Kraneshares Tr Msci All China

ETFs
1
+ 0.0%
$14.19 - $20.27 $14.2 - $20.3
28K $396K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.65K
+ 7.61%
$33.77 - $44.09 $55.7K - $72.7K
23.3K $790K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$65.79 - $72.14 $65.8 - $72.1
16.1K $1.06M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
506
+ 3.74%
$99.04 - $109.59 $50.1K - $55.5K
14K $1.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4
+ 0.04%
$63.27 - $70.31 $253 - $281
10.9K $690K
PLD
Prologis, Inc.

Real Estate
16
+ 0.37%
$101.4 - $126.96 $1.62K - $2.03K
4.33K $457K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.55K
+ 5.3%
$26.18 - $28.77 $119K - $131K
90.4K $2.4M
CSL
Carlisle Companies Inc

Industrials
133
+ 7.5%
$368.67 - $480.91 $49K - $64K
1.91K $703K
TMO
Thermo Fisher Scientific Inc.

Healthcare
65
+ 4.38%
$501.29 - $612.85 $32.6K - $39.8K
1.55K $806K
IVE
Ishares S&P 500 Value ETF

ETFs
4.51K
+ 2.85%
$189.5 - $206.17 $855K - $930K
163K $31.1M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.01%
$103.53 - $112.72 $104 - $113
18.7K $1.95M
DFIV
Dimensional ETF Tr

ETFs
2.88K
+ 2.89%
$34.86 - $37.97 $100K - $109K
102K $3.63M
VOE
Vanguard Mid Cap Value Index F

ETFs
39
+ 0.13%
$160.89 - $176.18 $6.27K - $6.87K
29.5K $4.78M
XLB
Select Sector Spdr Fd Material

ETFs
699
+ 3.66%
$83.8 - $97.58 $58.6K - $68.2K
19.8K $1.67M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.31K
+ 4.86%
$34.13 - $37.35 $181K - $198K
115K $3.91M
NUE
Nucor Corp

Basic Materials
68
+ 1.11%
$115.78 - $167.74 $7.87K - $11.4K
6.19K $722K
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.07K
+ 1.05%
$24.25 - $26.7 $25.9K - $28.5K
102K $2.51M
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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