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
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2
- 0.02%
$35.07 - $36.08 $70.1 - $72.2
11.3K $406K
KD
Kyndryl Holdings, Inc.

Technology
-37
- 4.55%
$22.43 - $35.79 $830 - $1.32K
777 $26K
EMR
Emerson Electric CO

Industrials
-825
- 10.77%
$108.13 - $134.33 $89.2K - $111K
6.83K $846K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-85
- 1.45%
$46.94 - $51.62 $3.99K - $4.39K
5.76K $287K
JETS
ETF Ser Solutions U S Global J

ETFs
-251
- 7.2%
$20.04 - $25.93 $5.03K - $6.51K
3.24K $82K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-131
- 0.54%
$36.63 - $37.8 $4.8K - $4.95K
24.2K $909K
IXN
Ishares Global Information Tec

ETFs
-129
- 1.31%
$80.67 - $87.84 $10.4K - $11.3K
9.74K $825K
STT
State Street Corp

Financial Services
-19
- 1.43%
$85.96 - $100.78 $1.63K - $1.91K
1.31K $128K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-2
- 0.01%
$39.2 - $40.69 $78.4 - $81.4
15.1K $610K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
-750
- 1.58%
$14.94 - $16.14 $11.2K - $12.1K
46.8K $744K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-2
- 0.01%
$38.01 - $39.08 $76 - $78.2
16.9K $659K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-183
- 0.38%
$37.46 - $43.08 $6.86K - $7.88K
48.6K $1.85M
IWC
Russell Micro Cap ETF

ETFs
-48
- 1.37%
$120.3 - $138.84 $5.77K - $6.66K
3.44K $449K
FHN
First Horizon Corp

Financial Services
-70
- 1.5%
$14.91 - $21.42 $1.04K - $1.5K
4.6K $92K
SPNT
Sirius Point LTD

Financial Services
-82
- 0.79%
$12.92 - $16.39 $1.06K - $1.34K
10.3K $168K
RBLX
Roblox Corp

Communication Services
-10
- 0.6%
$39.86 - $61.45 $399 - $615
1.65K $95K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-294
- 3.97%
$170.03 - $192.78 $50K - $56.7K
7.11K $1.32M
SAP
Sap Se

Technology
-17
- 1.0%
$218.13 - $255.54 $3.71K - $4.34K
1.68K $412K
BBAR
Banco Bbva Argentina S.A.

Financial Services
-9
- 0.3%
$10.45 - $19.68 $94.1 - $177
3K $57K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-3
- 0.18%
$229.83 - $258.46 $689 - $775
1.63K $403K
VBK
Vanguard Small Cap Growth ETF

ETFs
-9
- 0.35%
$264.18 - $304.19 $2.38K - $2.74K
2.54K $711K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-49
- 0.94%
$153.8 - $176.52 $7.54K - $8.65K
5.17K $857K
CG
Carlyle Group Inc.

Financial Services
-4
- 0.08%
$43.2 - $54.81 $173 - $219
4.94K $249K
TDS
Telephone & Data Systems Inc

Communication Services
-373
- 7.99%
$22.86 - $35.22 $8.53K - $13.1K
4.3K $146K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-608
- 1.7%
$98.04 - $108.11 $59.6K - $65.7K
35.2K $3.59M
EPD
Enterprise Products Partners L.P.

Energy
-458
- 1.57%
$28.66 - $34.43 $13.1K - $15.8K
28.8K $902K
KMI
Kinder Morgan, Inc.

Energy
-82
- 0.68%
$22.59 - $28.54 $1.85K - $2.34K
12.1K $330K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-970
- 4.46%
$136.18 - $158.26 $132K - $154K
20.8K $3.09M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-25
- 0.27%
$85.33 - $104.24 $2.13K - $2.61K
9.1K $886K
LODE
Comstock Inc.

Real Estate
-37.2K
- 8.51%
$0.3 - $0.88 $11.2K - $32.7K
400K $287K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-68
- 1.13%
$1146.59 - $1270.6 $78K - $86.4K
5.93K $7.03M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-759
- 2.79%
$77.25 - $91.3 $58.6K - $69.3K
26.5K $2.26M
UAL
United Airlines Holdings, Inc.

Industrials
-97
- 2.68%
$55.62 - $102.44 $5.4K - $9.94K
3.53K $342K
BA
Boeing CO

Industrials
-681
- 6.14%
$138.14 - $180.72 $94.1K - $123K
10.4K $1.84M
WFC
Wells Fargo & Company

Financial Services
-752
- 4.51%
$54.98 - $77.35 $41.3K - $58.2K
15.9K $1.12M
KKR
Kkr & Co. Inc.

Financial Services
-59
- 0.52%
$129.87 - $162.87 $7.66K - $9.61K
11.3K $1.67M
COIN
Coinbase Global, Inc.

Technology
-364
- 8.42%
$163.17 - $343.62 $59.4K - $125K
3.96K $983K
SPOT
Spotify Technology S.A.

Communication Services
-13
- 0.39%
$362.95 - $502.38 $4.72K - $6.53K
3.29K $1.47M
VERX
Vertex, Inc.

Technology
-600
- 1.93%
$39.21 - $56.92 $23.5K - $34.2K
30.5K $1.63M
CPRT
Copart Inc

Consumer Cyclical
-470
- 0.4%
$51.36 - $63.8 $24.1K - $30K
118K $6.76M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-1.21K
- 1.89%
$45.39 - $58.41 $54.9K - $70.6K
62.8K $3.4M
BX
Blackstone Inc.

Financial Services
-87
- 0.28%
$148.45 - $199.05 $12.9K - $17.3K
30.9K $5.33M
APP
App Lovin Corp

Technology
-940
- 17.56%
$130.67 - $401.5 $123K - $377K
4.41K $1.43M
MA
Mastercard Inc

Financial Services
-1.65K
- 3.34%
$491.3 - $536.15 $811K - $885K
47.7K $25.1M
MSTR
Microstrategy Inc

Technology
-2.95K
- 18.26%
$162.69 - $473.83 $479K - $1.4M
13.2K $3.82M
MAR
Marriott International Inc

Consumer Cyclical
-739
- 1.62%
$246.06 - $292.59 $182K - $216K
44.9K $12.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-150
- 0.29%
$370.24 - $418.94 $55.5K - $62.8K
51.5K $20.7M
NVDA
Nvidia Corp

Technology
-20.5K
- 2.75%
$117.0 - $148.88 $2.4M - $3.06M
725K $97.4M
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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