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
SPSB
Spdr Portfolio Short Term Corp

ETFs
-107
- 9.28%
$29.77 - $30.19 $3.19K - $3.23K
1.05K $31K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-52
- 1.47%
$50.53 - $55.55 $2.63K - $2.89K
3.48K $177K
SNOW
Snowflake Inc.

Technology
-314
- 26.91%
$109.65 - $186.51 $34.4K - $58.6K
853 $131K
QRVO
Qorvo, Inc.

Technology
-8
- 20.51%
$65.6 - $104.58 $525 - $837
31 $2K
LECO
Lincoln Electric Holdings Inc

Industrials
-3
- 0.97%
$187.47 - $219.94 $562 - $660
307 $57K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-53
- 25.85%
$23.11 - $25.17 $1.22K - $1.33K
152 $3K
FAD
First Tr Multi Cap Growth Alph

ETFs
-29
- 7.23%
$131.79 - $150.3 $3.82K - $4.36K
372 $51K
FLGB
Franklin Templeton ETF Tr

ETFs
-68
- 34.0%
$26.09 - $28.39 $1.77K - $1.93K
132 $3K
HUN
Huntsman Corp

Basic Materials
-30
- 12.1%
$17.57 - $24.21 $527 - $726
218 $3K
AMCR
Amcor PLC

Consumer Cyclical
-179
- 29.44%
$9.34 - $11.37 $1.67K - $2.04K
429 $4K
MOTI
Vaneck Morningstar Internation

ETFs
-53
- 28.19%
$30.26 - $36.09 $1.6K - $1.91K
135 $4K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-153
- 66.52%
$15.17 - $15.89 $2.32K - $2.43K
77 $1K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-98
- 7.23%
$79.6 - $95.17 $7.8K - $9.33K
1.26K $109K
MOH
Molina Healthcare, Inc.

Healthcare
-2
- 6.06%
$274.73 - $341.91 $549 - $684
31 $9K
AMKR
Amkor Technology, Inc.

Technology
-4
- 0.99%
$25.13 - $31.61 $101 - $126
400 $10K
HUBB
Hubbell Inc

Industrials
-5
- 17.24%
$418.89 - $472.12 $2.09K - $2.36K
24 $10K
WTW
Willis Towers Watson PLC

Financial Services
-12
- 11.01%
$287.99 - $332.53 $3.46K - $3.99K
97 $30K
HIW
Highwoods Properties, Inc.

Real Estate
-45
- 65.22%
$29.37 - $36.37 $1.32K - $1.64K
24 $0
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-139
- 12.72%
$39.86 - $46.0 $5.54K - $6.39K
954 $40K
MEDP
Medpace Holdings, Inc.

Healthcare
-1
- 25.0%
$308.93 - $363.58 $309 - $364
3 $0
SSB
South State Corp

Financial Services
-15
- 2.91%
$94.05 - $111.93 $1.41K - $1.68K
501 $49K
MOS
Mosaic CO

Basic Materials
-1
- 0.17%
$23.87 - $28.34 $23.9 - $28.3
578 $14K
IP
International Paper CO

Consumer Cyclical
-22
- 25.0%
$46.64 - $59.57 $1.03K - $1.31K
66 $3K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-16
- 21.92%
N/A
57 $3K
SIGI
Selective Insurance Group Inc

Financial Services
-9
- 1.26%
$90.05 - $102.09 $810 - $919
704 $65K
CHH
Choice Hotels International Inc

Consumer Cyclical
-9
- 11.39%
$128.7 - $152.73 $1.16K - $1.37K
70 $9K
PINS
Pinterest, Inc.

Communication Services
-2
- 1.2%
$28.24 - $34.15 $56.5 - $68.3
164 $4K
ALGM
Allegro Microsystems, Inc.

Technology
-8
- 3.54%
$19.07 - $23.82 $153 - $191
218 $4K
CHX
Champion X Corp

Energy
-5
- 2.01%
$25.79 - $32.51 $129 - $163
244 $6K
JHG
Janus Henderson Group PLC

Financial Services
-28
- 32.18%
$37.65 - $45.66 $1.05K - $1.28K
59 $2K
WEN
Wendy'S CO

Consumer Cyclical
-45
- 24.59%
$16.26 - $20.42 $732 - $919
138 $2K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-33
- 67.35%
$35.42 - $41.87 $1.17K - $1.38K
16 $0
KEY
Keycorp

Financial Services
-115
- 4.87%
$16.21 - $19.97 $1.86K - $2.3K
2.25K $38K
HEZU
Ishares Currency Hedged Msci E

ETFs
-16
- 24.24%
$35.18 - $36.95 $563 - $591
50 $1K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-190
- 9.87%
$1.07 - $1.47 $203 - $279
1.74K $1K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-2
- 3.08%
$313.15 - $374.28 $626 - $749
63 $20K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-9
- 13.85%
$32.82 - $45.55 $295 - $410
56 $1K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-32
- 45.07%
$27.09 - $32.06 $867 - $1.03K
39 $1K
JCI
Johnson Controls International PLC

Industrials
-25
- 4.52%
$74.23 - $86.6 $1.86K - $2.17K
528 $41K
IGHG
Proshares Investment Grade Int

ETFs
-17
- 4.5%
$76.8 - $78.32 $1.31K - $1.33K
361 $28K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
-45
- 1.0%
$8.52 - $10.65 $383 - $479
4.46K $40K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-31
- 24.41%
$21.0 - $23.52 $651 - $729
96 $2K
FOXA
Fox Corp

Communication Services
-90
- 18.15%
$41.35 - $49.99 $3.72K - $4.5K
406 $19K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-21
- 14.89%
$28.38 - $39.27 $596 - $825
120 $4K
AKAM
Akamai Technologies Inc

Technology
-1
- 2.0%
N/A
49 $4K
CNO
Cno Financial Group, Inc.

Financial Services
-15
- 34.88%
$34.0 - $40.5 $510 - $608
28 $1K
JLL
Jones Lang Lasalle Inc

Real Estate
-1
- 9.09%
$246.93 - $283.67 $247 - $284
10 $2K
UDR
Udr, Inc.

Real Estate
-1
- 4.0%
$41.3 - $46.33 $41.3 - $46.3
24 $1K
NCR
Ncr Corp

Technology
-10
- 0.15%
N/A
6.57K $103K
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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