Spire Wealth Management Reduced Holdings in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-236K
- 49.74%
$61.68 - $67.87 $14.6M - $16M
238K $14.9M
XLK
Technology Sector Spdr

ETFs
-61.7K
- 51.05%
$220.26 - $241.44 $13.6M - $14.9M
59.1K $13.7M
CTAS
Cintas Corp

Industrials
-31.6K
- 78.8%
$182.7 - $226.47 $5.77M - $7.16M
8.5K $1.55M
ADBE
Adobe Inc.

Technology
-11.3K
- 60.98%
$437.39 - $552.96 $4.94M - $6.24M
7.23K $3.21M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-75.2K
- 19.63%
$52.1 - $57.26 $3.92M - $4.31M
308K $16.1M
AMAT
Applied Materials Inc

Technology
-22.5K
- 47.65%
$161.44 - $213.89 $3.64M - $4.82M
24.8K $4.03M
VNQ
Vanguard Specialized Funds Van

ETFs
-43.1K
- 72.42%
$87.85 - $98.6 $3.79M - $4.25M
16.4K $1.46M
STLD
Steel Dynamics Inc

Basic Materials
-33.5K
- 94.45%
N/A
1.97K $192K
FICO
Fair Isaac Corp

Technology
-1.78K
- 31.27%
$1911.01 - $2382.4 $3.39M - $4.23M
3.9K $7.77M
IEMG
Ishares Inc

ETFs
-54.4K
- 13.69%
N/A
343K $18.4M
BLDR
Builders First Source, Inc.

Industrials
-2.31K
- 5.68%
$142.93 - $198.25 $329K - $457K
38.3K $5.47M
MCD
Mcdonalds Corp

Consumer Cyclical
-7.24K
- 38.03%
$288.47 - $316.54 $2.09M - $2.29M
11.8K $3.42M
MRK
Merck & Co., Inc.

Healthcare
-15.2K
- 25.91%
$96.31 - $114.76 $1.46M - $1.75M
43.5K $4.33M
MSFT
Microsoft Corp

Technology
-1.56K
- 0.89%
$406.35 - $454.46 $632K - $707K
173K $73.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.9K
- 1.74%
$96.64 - $101.23 $570K - $597K
334K $32.3M
CI
Cigna Corp

Healthcare
-4.7K
- 52.2%
$265.59 - $358.58 $1.25M - $1.68M
4.3K $1.19M
UNP
Union Pacific Corp

Industrials
-6.95K
- 44.58%
$223.15 - $249.32 $1.55M - $1.73M
8.64K $1.97M
ADP
Automatic Data Processing Inc

Industrials
-6.73K
- 70.56%
$280.08 - $307.97 $1.89M - $2.07M
2.81K $822K
PEP
Pepsico Inc

Consumer Defensive
-8.17K
- 30.08%
$151.29 - $176.1 $1.24M - $1.44M
19K $2.89M
DHI
Horton D R Inc

Consumer Cyclical
-8.74K
- 88.06%
$137.24 - $194.56 $1.2M - $1.7M
1.19K $165K
BBY
Best Buy CO Inc

Consumer Cyclical
-16.3K
- 93.93%
$85.2 - $101.35 $1.39M - $1.65M
1.05K $90K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.15K
- 0.8%
$42.84 - $45.38 $221K - $234K
641K $27.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7.28K
- 61.47%
$209.89 - $233.24 $1.53M - $1.7M
4.56K $968K
CAT
Caterpillar Inc

Industrials
-3.26K
- 20.16%
$360.37 - $416.88 $1.18M - $1.36M
12.9K $4.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-18.6K
- 49.67%
$59.25 - $72.99 $1.1M - $1.36M
18.9K $1.13M
GIS
General Mills Inc

Consumer Defensive
-19.7K
- 52.85%
$62.78 - $74.62 $1.24M - $1.47M
17.6K $1.12M
INGR
Ingredion Inc

Consumer Defensive
-11.9K
- 91.21%
$132.76 - $154.86 $1.58M - $1.84M
1.15K $157K
CSX
Csx Corp

Industrials
-46.2K
- 78.61%
$31.58 - $36.88 $1.46M - $1.7M
12.6K $405K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12.8K
- 27.87%
$87.1 - $98.49 $1.12M - $1.26M
33.2K $2.9M
TGT
Target Corp

Consumer Defensive
-9.75K
- 70.03%
$121.59 - $160.69 $1.19M - $1.57M
4.17K $564K
BKR
Baker Hughes CO

Energy
-44.3K
- 99.22%
$35.98 - $44.88 $1.59M - $1.99M
350 $14K
CL
Colgate Palmolive CO

Consumer Defensive
-14.5K
- 66.85%
$90.22 - $102.31 $1.31M - $1.48M
7.18K $652K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-13.2K
- 76.32%
$107.06 - $123.74 $1.41M - $1.63M
4.1K $448K
IDXX
Idexx Laboratories Inc

Healthcare
-3.05K
- 86.83%
$406.92 - $495.42 $1.24M - $1.51M
462 $191K
EPI
Wisdomtree Tr India Earnings F

ETFs
-30.6K
- 99.45%
$45.09 - $50.08 $1.38M - $1.53M
170 $7K
A
Agilent Technologies, Inc.

Healthcare
-10.1K
- 75.2%
$125.69 - $146.56 $1.27M - $1.48M
3.32K $446K
CHD
Church & Dwight CO Inc

Consumer Defensive
-14.7K
- 69.33%
$99.11 - $112.25 $1.46M - $1.65M
6.52K $682K
FTV
Fortive Corp

Technology
-19.4K
- 94.64%
$71.16 - $79.68 $1.38M - $1.55M
1.1K $82K
MTD
Mettler Toledo International Inc

Healthcare
-975
- 80.05%
$1160.67 - $1498.12 $1.13M - $1.46M
243 $297K
GGG
Graco Inc

Industrials
-17.4K
- 93.41%
$81.45 - $92.29 $1.42M - $1.61M
1.23K $103K
SOXX
Ishares Semiconductor ETF

ETFs
-5.56K
- 25.75%
$211.27 - $239.8 $1.17M - $1.33M
16K $3.45M
HTRB
Hartford Fds Total Return Bd E

ETFs
-7.84K
- 1.02%
$33.33 - $35.01 $261K - $274K
759K $25.3M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-705
- 1.2%
$97.45 - $121.28 $68.7K - $85.5K
58K $5.79M
KBH
Kb Home

Consumer Cyclical
-17.5K
- 99.93%
$65.58 - $85.3 $1.15M - $1.49M
12 $0
IEX
Idex Corp

Industrials
-6.91K
- 95.03%
$202.75 - $236.06 $1.4M - $1.63M
361 $75K
PPG
Ppg Industries Inc

Basic Materials
-10.7K
- 71.75%
$119.09 - $131.37 $1.28M - $1.41M
4.23K $504K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.63K
- 6.82%
$442.29 - $483.08 $1.16M - $1.27M
36K $16.3M
ZTS
Zoetis Inc.

Healthcare
-5.74K
- 35.81%
$162.24 - $194.42 $932K - $1.12M
10.3K $1.68M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.2K
- 1.23%
$44.87 - $46.86 $323K - $337K
577K $25.9M
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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