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
PNW
Pinnacle West Capital Corp

Utilities
-2
- 2.25%
$84.03 - $94.52 $168 - $189
87 $7K
FRPT
Freshpet, Inc.

Consumer Defensive
-98
- 7.48%
$132.54 - $156.76 $13K - $15.4K
1.21K $179K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1
- 0.32%
$22.66 - $27.11 $22.7 - $27.1
308 $7K
NXST
Nexstar Media Group, Inc.

Communication Services
-3
- 27.27%
$157.01 - $188.5 $471 - $566
8 $1K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-37
- 43.53%
N/A
48 $0
Invesco Exch Traded Fd Tr Ii
-54
- 71.05%
N/A
22 $0
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1
- 0.03%
N/A
3.68K $316K
BETZ
Listed Fds Trroundhill Sports
-2K
- 91.74%
N/A
180 $0
NOVT
Novanta Inc

Technology
-1
- 0.05%
N/A
1.95K $308K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2
- 0.12%
$87.42 - $98.06 $175 - $196
1.68K $150K
CVNA
Carvana Co.

Consumer Cyclical
-2
- 25.0%
$175.8 - $260.8 $352 - $522
6 $1K
AMRN
Amarin Corp Plcuk

Healthcare
-14
- 0.56%
$0.44 - $0.63 $6.16 - $8.82
2.47K $1K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-3
- 7.14%
N/A
39 $0
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-636
- 4.76%
$7.8 - $9.54 $4.96K - $6.07K
12.7K $110K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
-84
- 37.0%
$32.27 - $55.37 $2.71K - $4.65K
143 $7K
PB
Prosperity Bancshares Inc

Financial Services
-58
- 4.72%
$70.04 - $85.07 $4.06K - $4.93K
1.17K $88K
ANSS
Ansys Inc

Technology
-19
- 5.74%
$313.05 - $361.45 $5.95K - $6.87K
312 $105K
BST
Black Rock Science & Technology Trust

Financial Services
-29
- 3.12%
$34.86 - $38.04 $1.01K - $1.1K
900 $32K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-3
- 1.38%
$102.46 - $110.17 $307 - $331
215 $22K
ENOV
Enovis Corp

Industrials
-6
- 1.76%
$38.5 - $49.33 $231 - $296
334 $14K
RGI
Invesco S&P 500 Equal Weight I

ETFs
-187
- 3.33%
N/A
5.43K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-7.56K
- 15.26%
N/A
42K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-157
- 23.9%
N/A
500 $0
BHF
Brighthouse Financial, Inc.

Financial Services
-76
- 6.55%
$43.95 - $52.91 $3.34K - $4.02K
1.09K $52K
USEP
Innovator U.S. Equity Ultra Bu
-4
- 0.01%
N/A
32.3K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-563
- 1.34%
N/A
41.3K $0
EQT
Eqt Corp

Energy
-21
- 7.66%
$35.62 - $46.89 $748 - $985
253 $11K
VONG
Vanguard Russell 1000 Growth E

ETFs
-25
- 5.0%
$95.27 - $107.82 $2.38K - $2.7K
475 $49K
HBCP
Home Bancorp, Inc.

Financial Services
-63
- 2.36%
$40.67 - $51.55 $2.56K - $3.25K
2.61K $120K
ERJ
Embraer S.A.

Industrials
-1
- 0.12%
$32.46 - $40.0 $32.5 - $40
863 $31K
L
Loews Corp

Financial Services
-301
- 6.05%
$76.49 - $87.05 $23K - $26.2K
4.67K $395K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-119
- 1.61%
$41.16 - $42.25 $4.9K - $5.03K
7.25K $306K
VNO
Vornado Realty Trust

Real Estate
-35
- 2.36%
$38.63 - $45.76 $1.35K - $1.6K
1.45K $60K
RDVT
Red Violet, Inc.

Technology
-125
- 15.24%
$25.76 - $39.54 $3.22K - $4.94K
695 $25K
VTRS
Viatris Inc

Healthcare
-148
- 2.2%
$11.32 - $13.37 $1.68K - $1.98K
6.57K $81K
GPN
Global Payments Inc

Industrials
-339
- 7.82%
$97.57 - $119.38 $33.1K - $40.5K
4K $447K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-118
- 2.87%
$38.88 - $44.07 $4.59K - $5.2K
3.99K $164K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-131
- 3.43%
$102.88 - $117.55 $13.5K - $15.4K
3.69K $397K
MPLX
Mplx LP

Energy
-547
- 6.29%
$43.77 - $51.66 $23.9K - $28.3K
8.15K $389K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-988
- 12.67%
$9.71 - $15.34 $9.59K - $15.2K
6.81K $90K
NBIX
Neurocrine Biosciences Inc

Healthcare
-2
- 1.01%
$111.62 - $139.44 $223 - $279
196 $26K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-10
- 1.61%
$35.69 - $47.44 $357 - $474
612 $28K
PRDO
Perdoceo Education Corp

Consumer Defensive
-40
- 3.36%
$20.61 - $28.08 $824 - $1.12K
1.15K $30K
LUV
Southwest Airlines CO

Industrials
-380
- 8.01%
$28.99 - $34.84 $11K - $13.2K
4.37K $146K
UYG
Proshares Ultra Financials

ETFs
-58
- 4.51%
$75.09 - $96.7 $4.36K - $5.61K
1.23K $104K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1
- 0.01%
$104.59 - $118.05 $105 - $118
7.45K $809K
URBN
Urban Outfitters Inc

Consumer Cyclical
-200
- 18.18%
$34.96 - $55.81 $6.99K - $11.2K
900 $49K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-29
- 0.17%
$34.78 - $35.99 $1.01K - $1.04K
17.4K $618K
ENB
Enbridge Inc

Energy
-477
- 3.17%
$40.4 - $43.92 $19.3K - $20.9K
14.6K $618K
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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