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
FVD
First Tr Value Line Divid Inde

ETFs
-1.57K
- 3.23%
$43.4 - $46.7 $68.2K - $73.4K
47.1K $2.06M
NMFC
New Mountain Finance Corp

Financial Services
-10.8K
- 22.28%
$10.68 - $11.94 $115K - $129K
37.7K $424K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-997
- 1.55%
$81.68 - $82.93 $81.4K - $82.7K
63.2K $5.18M
EXR
Extra Space Storage Inc.

Real Estate
-650
- 37.95%
$142.35 - $178.32 $92.5K - $116K
1.06K $159K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-3.88K
- 13.41%
$43.33 - $45.42 $168K - $176K
25.1K $1.12M
CMCSA
Comcast Corp

Communication Services
-329
- 1.07%
$37.39 - $45.14 $12.3K - $14.9K
30.5K $1.14M
VST
Vistra Corp.

Utilities
-2.36K
- 24.89%
$115.74 - $166.61 $274K - $394K
7.13K $983K
PWR
Quanta Services, Inc.

Industrials
-2.37K
- 7.06%
$296.05 - $346.6 $703K - $822K
31.2K $9.87M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-798
- 6.69%
$64.85 - $73.04 $51.8K - $58.3K
11.1K $728K
FE
Firstenergy Corp

Utilities
-1.33K
- 6.98%
$39.14 - $44.52 $52.1K - $59.3K
17.7K $706K
FLNG
Flex Lng Ltd.

Energy
-2.09K
- 5.89%
$21.13 - $26.93 $44.1K - $56.2K
33.4K $765K
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.29K
- 11.78%
$216.72 - $244.71 $280K - $317K
9.69K $2.28M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-822
- 10.14%
$201.32 - $217.44 $165K - $179K
7.28K $1.51M
LHX
L3 Harris Technologies, Inc.

Industrials
-268
- 10.41%
$208.94 - $264.22 $56K - $70.8K
2.31K $485K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-3.85K
- 6.41%
$41.08 - $42.6 $158K - $164K
56.1K $2.36M
VHT
Vanguard Health Care ETF

ETFs
-62
- 1.59%
$250.81 - $283.3 $15.6K - $17.6K
3.83K $972K
KBE
Spdr S&P Bank ETF

ETFs
-2.55K
- 33.2%
$51.33 - $62.76 $131K - $160K
5.13K $284K
ABT
Abbott Laboratories

Healthcare
-889
- 3.72%
$111.93 - $119.39 $99.5K - $106K
23K $2.6M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-3.33K
- 13.46%
$41.53 - $42.95 $138K - $143K
21.4K $914K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-599
- 2.55%
$71.75 - $75.11 $43K - $45K
22.9K $1.65M
PSX
Phillips 66

Energy
-473
- 14.18%
$110.35 - $138.93 $52.2K - $65.7K
2.86K $326K
ROP
Roper Technologies Inc

Industrials
-67
- 3.2%
$519.85 - $575.95 $34.8K - $38.6K
2.03K $1.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-896
- 3.21%
$77.86 - $79.27 $69.8K - $71K
27K $2.11M
HEFA
Ishares Currency Hedged Msci E

ETFs
-926
- 0.8%
$34.42 - $35.88 $31.9K - $33.2K
115K $4M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-802
- 16.1%
$106.1 - $114.66 $85.1K - $92K
4.18K $445K
PFF
Ishares Trust Ishares Pfd And

ETFs
-98
- 0.17%
$31.23 - $33.51 $3.06K - $3.28K
58.9K $1.85M
DD
Du Pont De Nemours, Inc.

Basic Materials
-421
- 7.17%
$75.95 - $88.05 $32K - $37.1K
5.45K $415K
FWRD
Forward Air Corp

Industrials
-2.8K
- 53.49%
$28.4 - $40.17 $79.5K - $112K
2.44K $78K
AZN
Astrazeneca PLC

Healthcare
-351
- 5.21%
$63.2 - $79.58 $22.2K - $27.9K
6.39K $418K
BHP
Bhp Group LTD

Basic Materials
-753
- 14.4%
$48.78 - $62.43 $36.7K - $47K
4.48K $218K
IEP
Icahn Enterprises L.P.

Industrials
-6.5K
- 65.0%
$8.67 - $15.49 $56.4K - $101K
3.5K $30K
MBB
Ishares Tr

ETFs
-354
- 2.07%
$91.26 - $95.82 $32.3K - $33.9K
16.7K $1.53M
FIVA
Fidelity Covington Tr

ETFs
-3.28K
- 33.32%
$24.17 - $26.43 $79.4K - $86.8K
6.57K $159K
HYG
Ishares Tr

ETFs
-1.17K
- 20.85%
$78.09 - $80.04 $91.4K - $93.6K
4.44K $349K
JPIN
Jp Morgan Diversified Return I

ETFs
-29
- 0.2%
$53.56 - $59.9 $1.55K - $1.74K
14.8K $790K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.12K
- 28.73%
$47.07 - $48.75 $99.6K - $103K
5.25K $250K
EWC
Ishares Msci Canada ETF

ETFs
-1.77K
- 8.8%
$39.64 - $43.28 $70.1K - $76.5K
18.3K $738K
WY
Weyerhaeuser CO

Real Estate
-2.03K
- 30.37%
$27.21 - $33.7 $55.3K - $68.5K
4.66K $131K
AAL
American Airlines Group Inc.

Industrials
-8.44K
- 36.98%
N/A
14.4K $158K
AFCG
Afc Gamma, Inc.

Real Estate
-4.5K
- 15.36%
$8.33 - $10.46 $37.5K - $47.1K
24.8K $206K
IFF
International Flavors & Fragrances Inc

Basic Materials
-257
- 7.31%
$83.96 - $106.19 $21.6K - $27.3K
3.26K $275K
IIPR
Innovative Industrial Properties Inc

Real Estate
-533
- 63.23%
$66.64 - $135.61 $35.5K - $72.3K
310 $20K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-871
- 11.39%
$100.24 - $101.35 $87.3K - $88.3K
6.78K $681K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-3.3K
- 10.54%
$34.72 - $35.93 $114K - $118K
28K $997K
RIO
Rio Tinto PLC

Basic Materials
-152
- 2.28%
$58.59 - $71.15 $8.91K - $10.8K
6.51K $382K
IWV
Ishares Russell 3000 ETF

ETFs
-304
- 19.38%
$323.08 - $349.08 $98.2K - $106K
1.27K $422K
NOC
Northrop Grumman Corp

Industrials
-40
- 3.27%
$466.52 - $543.88 $18.7K - $21.8K
1.18K $555K
CCI
Crown Castle International Corp

Real Estate
-546
- 38.56%
$89.78 - $119.11 $49K - $65K
870 $78K
EWJ
Ishares Msci Japan ETF

ETFs
-531
- 4.56%
$66.18 - $71.84 $35.1K - $38.1K
11.1K $745K
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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