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
WMS
Advanced Drainage Systems, Inc.

Industrials
816
New
$114.63 - $163.52 $93.5K - $133K
816 $94K
QBTS
D Wave Quantum Inc.

Technology
10.7K
New
$0.89 - $9.91 $9.56K - $106K
10.7K $89K
FNF
Fidelity National Financial, Inc.

Financial Services
1.59K
New
$55.19 - $63.83 $87.9K - $102K
1.59K $89K
PI
Impinj Inc

Technology
601
New
$141.81 - $238.72 $85.2K - $143K
601 $87K
LASE
Laser Photonics Corp
14.1K
New
$4.32 - $14.26 $60.9K - $201K
14.1K $81K
RH
Rh

Consumer Cyclical
203
New
$311.9 - $446.04 $63.3K - $90.5K
203 $79K
JKHY
Henry Jack & Associates Inc

Technology
449
New
$171.12 - $186.18 $76.8K - $83.6K
449 $78K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
7.78K
New
$9.77 - $10.51 $76K - $81.7K
7.78K $75K
QDEL
Quidel Ortho Corp

Healthcare
1.66K
New
$36.18 - $44.84 $60.1K - $74.5K
1.66K $73K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
19K
New
$3.76 - $4.47 $71.5K - $85K
19K $71K
BGB
Blackstone Strategic Credit Fund

Financial Services
5.5K
New
$12.19 - $12.64 $67K - $69.5K
5.5K $67K
X
United States Steel Corp

Basic Materials
1.9K
New
$30.14 - $42.31 $57.4K - $80.5K
1.9K $64K
PNR
Pentair PLC

Industrials
635
New
$95.0 - $109.21 $60.3K - $69.3K
635 $63K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
4.43K
New
$13.12 - $14.37 $58.2K - $63.7K
4.43K $60K
LBRT
Liberty Energy Inc.

Energy
3K
New
$16.68 - $20.84 $50.1K - $62.6K
3K $59K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
752
New
$64.79 - $77.75 $48.7K - $58.5K
752 $57K
SPXC
Spx Corp

Industrials
390
New
$143.2 - $181.56 $55.8K - $70.8K
390 $56K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
36.9K
New
$1.23 - $3.78 $45.4K - $139K
36.9K $52K
TUR
Ishares Msci Turkey ETF

ETFs
1.4K
New
$32.57 - $38.35 $45.6K - $53.7K
1.4K $50K
FMF
First Trust Managed Futures St

ETFs
1.07K
New
$46.63 - $49.57 $49.8K - $52.9K
1.07K $50K
INSM
Insmed Inc

Healthcare
685
New
$66.29 - $76.63 $45.4K - $52.5K
685 $47K
SCCO
Southern Copper Corp

Basic Materials
521
New
$91.13 - $117.95 $47.5K - $61.5K
521 $47K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.73K
New
$26.08 - $27.65 $45.2K - $47.9K
1.73K $45K
RGTI
Rigetti Computing, Inc.

Technology
2.99K
New
$0.74 - $17.08 $2.21K - $51K
2.99K $45K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
2.26K
New
$18.24 - $21.74 $41.2K - $49.1K
2.26K $44K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
931
New
$46.38 - $48.42 $43.2K - $45.1K
931 $43K
PEBO
Peoples Bancorp Inc

Financial Services
1.35K
New
$28.88 - $36.02 $39K - $48.6K
1.35K $42K
APLD
Applied Blockchain, Inc.

Financial Services
5.57K
New
$5.97 - $10.68 $33.3K - $59.5K
5.57K $41K
HLN
Haleon PLC

Healthcare
4.14K
New
$9.23 - $10.71 $38.2K - $44.3K
4.14K $39K
NI
Nisource Inc.

Utilities
1.06K
New
$33.74 - $38.25 $35.6K - $40.4K
1.06K $38K
DHT
Dht Holdings, Inc.

Energy
3.9K
New
$8.89 - $12.06 $34.7K - $47K
3.9K $36K
AR
Antero Resources Corp

Energy
898
New
$25.54 - $35.52 $22.9K - $31.9K
898 $31K
FELE
Franklin Electric CO Inc

Industrials
300
New
$95.71 - $110.4 $28.7K - $33.1K
300 $29K
NVAX
Novavax Inc

Healthcare
3.61K
New
$7.22 - $14.68 $26.1K - $53K
3.61K $29K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
1.39K
New
$20.38 - $21.75 $28.2K - $30.1K
1.39K $28K
HRB
H&R Block Inc

Consumer Cyclical
532
New
$52.14 - $63.36 $27.7K - $33.7K
532 $28K
MNST
Monster Beverage Corp

Consumer Defensive
549
New
$49.24 - $56.38 $27K - $31K
549 $28K
BNO
United States Brent Oil Fund, LP

ETFs
909
New
$28.12 - $32.01 $25.6K - $29.1K
909 $27K
AGX
Argan Inc

Industrials
190
New
$100.91 - $160.81 $19.2K - $30.6K
190 $26K
ASLE
Aer Sale Corp

Industrials
4.27K
New
$4.55 - $6.57 $19.4K - $28.1K
4.27K $26K
PVAL
Putnam ETF Tr Putnam Focused L
650
New
$36.85 - $39.99 $24K - $26K
650 $24K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.11K
New
$22.45 - $22.81 $24.9K - $25.3K
1.11K $24K
HYMU
Blackrock ETF Tr Ii High Yield
1.08K
New
$22.59 - $23.2 $24.3K - $24.9K
1.08K $24K
SII
Sprott Inc.

Financial Services
555
New
$41.42 - $47.55 $23K - $26.4K
555 $23K
IREN
Iris Energy LTD

Financial Services
2.3K
New
$7.33 - $15.39 $16.9K - $35.4K
2.3K $22K
BXSL
Blackstone Secured Lending Fund

Financial Services
700
New
$29.25 - $33.27 $20.5K - $23.3K
700 $22K
SPSC
Sps Commerce Inc

Technology
120
New
$165.0 - $198.81 $19.8K - $23.9K
120 $22K
FCFS
First Cash Holdings, Inc.

Financial Services
200
New
$100.54 - $114.86 $20.1K - $23K
200 $20K
IBHE
Ishares Ibonds 2025 Term High

ETFs
860
New
$23.08 - $23.28 $19.8K - $20K
860 $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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