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
HON
Honeywell International Inc

Industrials
-2.53K
- 27.14%
$202.84 - $236.0 $512K - $596K
6.78K $1.53M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-11.8K
- 40.62%
$32.84 - $33.81 $388K - $400K
17.3K $581K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-10.7K
- 42.14%
$36.3 - $37.43 $387K - $400K
14.7K $545K
AWK
American Water Works Company, Inc.

Utilities
-617
- 4.48%
$123.83 - $146.07 $76.4K - $90.1K
13.1K $1.64M
ASML
Asml Holding Nv

Technology
-164
- 8.84%
$658.43 - $872.27 $108K - $143K
1.69K $1.17M
CEG
Constellation Energy Corp

Utilities
-583
- 8.61%
$224.28 - $285.52 $131K - $166K
6.19K $1.39M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.89K
- 81.64%
$125.36 - $147.37 $362K - $425K
649 $85K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.51K
- 5.55%
$89.9 - $100.66 $226K - $253K
42.7K $3.86M
LCR
Leuthold Fds Inc Core ETF

ETFs
-5.07K
- 3.27%
$34.19 - $36.25 $173K - $184K
150K $5.15M
IXJ
Ishares Global Healthcare ETF

ETFs
-1.12K
- 5.8%
$85.65 - $98.34 $96K - $110K
18.2K $1.56M
HDV
Ishares Core High Dividend ETF

ETFs
-2.45K
- 34.42%
$110.82 - $121.28 $272K - $298K
4.68K $524K
PFE
Pfizer Inc

Healthcare
-5.19K
- 7.07%
$24.8 - $30.19 $129K - $157K
68.2K $1.81M
INTC
Intel Corp

Technology
-9.53K
- 27.34%
$19.07 - $26.23 $182K - $250K
25.3K $507K
CRM
Salesforce, Inc.

Technology
-4.28K
- 22.99%
$270.87 - $367.87 $1.16M - $1.57M
14.3K $4.79M
LVHD
Franklin U.S. Low Volatility H

ETFs
-6.87K
- 94.49%
$38.29 - $41.26 $263K - $283K
400 $15K
DFAI
Dimensional ETF Tr

ETFs
-6.57K
- 20.38%
$29.0 - $31.6 $190K - $207K
25.6K $748K
XLP
Consumer Staples Sector Spdr

ETFs
-3.56K
- 2.55%
N/A
136K $10.4M
SECT
Sector 10, Inc.

ETFs
-8.85K
- 4.2%
$53.17 - $57.82 $470K - $512K
202K $11.1M
MU
Micron Technology Inc

Technology
-434
- 3.82%
$84.16 - $113.41 $36.5K - $49.2K
10.9K $920K
OHI
Omega Healthcare Investors Inc

Real Estate
-657
- 0.82%
$37.51 - $42.56 $24.6K - $28K
79.4K $3M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-10.2K
- 66.79%
$21.43 - $22.55 $219K - $230K
5.08K $109K
DMAR
First Tr Ex Tr Viii Cboe Vest
-7.21K
- 14.18%
$37.14 - $38.49 $268K - $278K
43.6K $1.67M
O
Realty Income Corp

Real Estate
-3.03K
- 43.13%
$51.76 - $64.71 $157K - $196K
4K $213K
CDNS
Cadence Design Systems Inc

Technology
-3.5K
- 12.54%
$249.1 - $324.54 $873K - $1.14M
24.4K $7.34M
HNDL
Strategy Shs

ETFs
-8.14K
- 13.57%
$21.25 - $22.4 $173K - $182K
51.9K $1.11M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-575
- 0.95%
$91.94 - $100.02 $52.9K - $57.5K
60K $5.56M
EEM
Ishares Msci Emerging Markets

ETFs
-528
- 1.06%
$41.82 - $47.36 $22.1K - $25K
49.2K $2.06M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-5.68K
- 16.51%
$44.7 - $46.74 $254K - $266K
28.7K $1.33M
NEP
Nextera Energy Partners, LP

Utilities
-3.29K
- 20.44%
$15.87 - $26.96 $52.2K - $88.6K
12.8K $227K
DOW
Dow Inc.

Basic Materials
-2.3K
- 27.7%
$39.1 - $55.34 $89.9K - $127K
6K $240K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-8.13K
- 11.42%
$30.02 - $31.23 $244K - $254K
63.1K $1.95M
VEA
Vanguard Ftse Developed Market

ETFs
-831
- 2.63%
$47.57 - $52.44 $39.5K - $43.6K
30.8K $1.47M
UL
Unilever PLC

Consumer Defensive
-1.05K
- 6.31%
$56.7 - $64.64 $59.3K - $67.5K
15.5K $879K
F
Ford Motor CO

Consumer Cyclical
-17.3K
- 48.04%
$9.69 - $11.4 $168K - $198K
18.7K $185K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.82K
- 8.99%
$22.39 - $23.45 $153K - $160K
69K $1.59M
NKE
Nike, Inc.

Consumer Cyclical
-819
- 7.97%
$73.36 - $89.13 $60.1K - $73K
9.46K $715K
TTC
Toro CO

Industrials
-2.08K
- 54.21%
$80.1 - $88.44 $166K - $184K
1.76K $140K
ELV
Elevance Health, Inc.

Healthcare
-229
- 33.58%
$365.96 - $514.62 $83.8K - $118K
453 $167K
IBM
International Business Machines Corp

Technology
-776
- 5.85%
$204.9 - $238.04 $159K - $185K
12.5K $2.75M
PSLV
Sprott Physical Silver Trust

Financial Services
-2.47K
- 1.22%
$9.65 - $11.76 $23.9K - $29.1K
200K $1.93M
KIE
Spdr S&P Insurance ETF

ETFs
-3.11K
- 13.56%
$55.65 - $62.03 $173K - $193K
19.8K $1.12M
DVY
Ishares Tr

ETFs
-1.2K
- 20.85%
$129.55 - $143.41 $155K - $172K
4.54K $596K
MUB
Ishares National Muni Bond ETF

ETFs
-1.4K
- 12.07%
$105.78 - $108.7 $148K - $152K
10.2K $1.09M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-883
- 5.03%
$115.08 - $119.55 $102K - $106K
16.7K $1.92M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.14K
- 94.38%
$146.47 - $191.01 $167K - $218K
68 $12K
PDI
Pimco Dynamic Income Fund

Financial Services
-6.5K
- 28.79%
$18.33 - $20.85 $119K - $136K
16.1K $294K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-35
- 0.22%
$131.66 - $144.0 $4.61K - $5.04K
15.7K $2.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
-309
- 1.41%
$183.23 - $199.79 $56.6K - $61.7K
21.7K $4.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-974
- 3.38%
$88.59 - $94.57 $86.3K - $92.1K
27.8K $2.47M
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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