Spire Wealth Management New Holdings in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UDOW
Proshares Trust Proshrs Ultrap

ETFs
209K
New
$91.39 - $113.27 $19.1M - $23.7M
209K $19.8M
UNH
Unitedhealth Group Inc

Healthcare
31.3K
New
$485.52 - $625.25 $15.2M - $19.6M
31.3K $15.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
308K
New
$40.38 - $44.35 $12.4M - $13.6M
308K $12.6M
PG
Procter & Gamble CO

Consumer Defensive
67.2K
New
$161.05 - $179.7 $10.8M - $12.1M
67.2K $11.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
157K
New
$59.74 - $60.03 $9.37M - $9.42M
157K $9.37M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
86.2K
New
$70.54 - $79.61 $6.08M - $6.86M
86.2K $6.56M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
130K
New
$48.48 - $49.47 $6.3M - $6.43M
130K $6.32M
TJX
Tjx Companies Inc

Consumer Cyclical
28.9K
New
$112.15 - $127.2 $3.24M - $3.68M
28.9K $3.49M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
27.1K
New
$123.69 - $133.68 $3.35M - $3.62M
27.1K $3.38M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
57.7K
New
$53.94 - $58.15 $3.11M - $3.35M
57.7K $3.25M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
28.9K
New
$47.29 - $84.74 $1.37M - $2.45M
28.9K $2.15M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
81K
New
$23.75 - $25.68 $1.92M - $2.08M
81K $1.95M
AMD
Advanced Micro Devices Inc

Technology
14.3K
New
$118.88 - $172.8 $1.7M - $2.47M
14.3K $1.73M
COOP
Mr. Cooper Group Inc.

Financial Services
15.4K
New
$87.37 - $101.43 $1.35M - $1.56M
15.4K $1.48M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
43.7K
New
$26.16 - $29.13 $1.14M - $1.27M
43.7K $1.15M
SPG
Simon Property Group Inc

Real Estate
3.47K
New
$167.23 - $183.84 $579K - $637K
3.47K $596K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
19.4K
New
$24.92 - $32.79 $484K - $637K
19.4K $534K
FANG
Diamondback Energy, Inc.

Energy
3.17K
New
$153.06 - $199.5 $485K - $632K
3.17K $519K
FCX
Freeport Mcmoran Inc

Basic Materials
11.1K
New
$38.08 - $50.82 $423K - $565K
11.1K $423K
ADC
Agree Realty Corp

Real Estate
5.84K
New
$69.44 - $77.65 $406K - $453K
5.84K $411K
BVS
Bioventus Inc.

Healthcare
38.2K
New
$10.5 - $13.71 $402K - $524K
38.2K $401K
ULCC
Frontier Group Holdings, Inc.

Industrials
46K
New
$4.99 - $7.29 $229K - $335K
46K $326K
SYM
Symbotic Inc.

Financial Services
12.6K
New
$22.73 - $38.78 $286K - $488K
12.6K $298K
WBD
Warner Bros. Discovery, Inc.

Communication Services
26.8K
New
$7.33 - $12.37 $197K - $332K
26.8K $284K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.69K
New
$29.73 - $30.81 $258K - $268K
8.69K $264K
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
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.45K
New
$127.59 - $153.41 $185K - $223K
1.45K $209K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.5K
New
$17.65 - $18.18 $202K - $208K
11.5K $202K
BNOV
Innovator U.S. Equity Buffer E

ETFs
4.95K
New
$38.08 - $39.98 $189K - $198K
4.95K $194K
UCO
Pro Shares Trust Ii

ETFs
7K
New
$24.47 - $30.76 $171K - $215K
7K $192K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
15K
New
$12.1 - $13.52 $182K - $203K
15K $183K
INOD
Innodata Inc

Technology
4.21K
New
$15.45 - $46.23 $65K - $194K
4.21K $166K
RUM
Rumble Inc.

Technology
12.2K
New
$5.18 - $16.27 $63.2K - $199K
12.2K $158K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.03K
New
$149.17 - $165.2 $153K - $169K
1.03K $158K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1.78K
New
$83.21 - $88.08 $148K - $156K
1.78K $151K
BFK
Blackrock Municipal Income Trust

Financial Services
15K
New
$9.79 - $10.72 $147K - $161K
15K $147K
BIT
Black Rock Multi Sector Income Trust

Financial Services
10K
New
$14.25 - $15.15 $143K - $152K
10K $146K
FTGC
First Trust Global Tactical CO

ETFs
6.05K
New
$23.23 - $24.25 $141K - $147K
6.05K $144K
MNDY
Monday.Com Ltd.

Technology
530
New
$224.69 - $324.31 $119K - $172K
530 $124K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
5.89K
New
$20.68 - $23.73 $122K - $140K
5.89K $123K
MTB
M&T Bank Corp

Financial Services
654
New
$172.48 - $221.95 $113K - $145K
654 $122K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.86K
New
$40.0 - $52.93 $115K - $152K
2.86K $115K
JOBY
Joby Aviation, Inc.

Industrials
13.5K
New
$4.8 - $9.16 $64.7K - $123K
13.5K $109K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.84K
New
$35.32 - $44.84 $100K - $127K
2.84K $105K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.7K
New
$59.24 - $74.8 $101K - $127K
1.7K $104K
PSIX
Power Solutions International, Inc.

Industrials
3.24K
New
$17.3 - $33.35 $56.1K - $108K
3.24K $104K
CW
Curtiss Wright Corp

Industrials
288
New
$335.08 - $389.49 $96.5K - $112K
288 $102K
ZVIA
Zevia Pbc

Consumer Defensive
24.1K
New
$1.03 - $4.19 $24.8K - $101K
24.1K $100K
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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