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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-134
- 0.25%
$77.02 - $78.58 $10.3K - $10.5K
53.8K $4.15M
MET
Metlife Inc

Financial Services
-1.01K
- 14.94%
$78.15 - $88.25 $79K - $89.2K
5.76K $471K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-3.8K
- 69.08%
$17.71 - $21.16 $67.3K - $80.4K
1.7K $30K
IR
Ingersoll Rand Inc.

Industrials
-649
- 19.36%
$90.46 - $105.35 $58.7K - $68.4K
2.7K $244K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-866
- 1.28%
$40.26 - $42.88 $34.9K - $37.1K
66.6K $2.7M
AEE
Ameren Corp

Utilities
-1.04K
- 16.43%
$85.81 - $94.98 $89.4K - $99K
5.3K $472K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.01K
- 4.84%
$40.12 - $41.68 $121K - $125K
59K $2.43M
LEN
Lennar Corp

Consumer Cyclical
-12
- 0.78%
$136.2 - $188.96 $1.63K - $2.27K
1.52K $207K
WAT
Waters Corp

Healthcare
-222
- 45.12%
$323.11 - $392.01 $71.7K - $87K
270 $100K
IYH
Ishares Tr

ETFs
-517
- 7.41%
$57.53 - $65.24 $29.7K - $33.7K
6.46K $376K
WM
Waste Management Inc

Industrials
-137
- 1.72%
$201.79 - $228.46 $27.6K - $31.3K
7.82K $1.58M
FTA
First Tr Large Cap Value

ETFs
-805
- 20.1%
$75.21 - $83.49 $60.5K - $67.2K
3.2K $244K
CDW
Cdw Corp

Technology
-193
- 27.41%
$171.49 - $225.64 $33.1K - $43.5K
511 $88K
NXPI
Nxp Semiconductors N.V.

Technology
-171
- 15.35%
$207.27 - $255.58 $35.4K - $43.7K
943 $196K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-896
- 3.63%
$51.54 - $52.55 $46.2K - $47.1K
23.8K $1.23M
VBR
Vanguard Small Cap Value ETF

ETFs
-113
- 0.65%
$197.36 - $217.3 $22.3K - $24.6K
17.3K $3.43M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-612
- 5.9%
$104.52 - $115.08 $64K - $70.4K
9.75K $1.03M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-1.12K
- 40.8%
$32.56 - $42.89 $36.3K - $47.9K
1.62K $53K
FFIV
F5, Inc.

Technology
-349
- 46.41%
$213.56 - $263.36 $74.5K - $91.9K
403 $101K
GBIL
Goldman Sachs Access Treasury

ETFs
-596
- 4.86%
$99.85 - $100.22 $59.5K - $59.7K
11.7K $1.17M
OXY
Occidental Petroleum Corp

Energy
-1.1K
- 24.52%
$45.36 - $55.91 $49.9K - $61.6K
3.39K $167K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-1.12K
- 11.48%
N/A
8.64K $492K
IYM
Ishares Tr

ETFs
-47
- 1.63%
$129.15 - $153.25 $6.07K - $7.2K
2.84K $369K
BLD
Top Build Corp

Industrials
-60
- 12.68%
$308.96 - $414.77 $18.5K - $24.9K
413 $128K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.16K
- 8.41%
$39.04 - $40.41 $84.4K - $87.4K
23.6K $946K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-610
- 10.01%
$124.61 - $133.96 $76K - $81.7K
5.48K $706K
IDEV
Ishares Core Msci Intl Develop

ETFs
-298
- 4.37%
$64.18 - $70.42 $19.1K - $21K
6.52K $420K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-512
- 1.56%
$91.29 - $91.8 $46.7K - $47K
32.4K $2.96M
ENSG
Ensign Group, Inc

Healthcare
-19
- 0.38%
$132.78 - $156.91 $2.52K - $2.98K
4.98K $661K
HII
Huntington Ingalls Industries, Inc.

Industrials
-113
- 24.46%
$184.96 - $264.65 $20.9K - $29.9K
349 $65K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-175
- 46.05%
$232.27 - $300.43 $40.6K - $52.6K
205 $48K
ADI
Analog Devices Inc

Technology
-80
- 3.59%
$206.35 - $236.48 $16.5K - $18.9K
2.15K $457K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-400
- 98.04%
$131.26 - $163.78 $52.5K - $65.5K
8 $1K
TPR
Tapestry, Inc.

Consumer Cyclical
-1.38K
- 73.64%
$43.54 - $66.18 $60K - $91.1K
493 $32K
QJUN
First Tr ETF
-2.6K
- 14.94%
$26.78 - $28.75 $69.7K - $74.8K
14.8K $415K
BROS
Dutch Bros Inc.

Consumer Cyclical
-2.06K
- 76.58%
$30.72 - $55.82 $63.2K - $115K
629 $32K
LPX
Louisiana Pacific Corp

Industrials
-128
- 1.27%
$98.02 - $120.27 $12.5K - $15.4K
9.98K $1.03M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-2.57K
- 11.6%
$28.37 - $30.25 $73K - $77.8K
19.6K $583K
ED
Consolidated Edison Inc

Utilities
-29
- 0.88%
$88.87 - $107.38 $2.58K - $3.11K
3.28K $292K
CLX
Clorox CO

Consumer Defensive
-296
- 44.18%
$156.51 - $169.74 $46.3K - $50.2K
374 $60K
PKI
Perkinelmer Inc

Healthcare
-396
- 9.83%
N/A
3.63K $439K
ROBO
Robo Global Robotics And Autom

ETFs
-663
- 5.98%
$55.06 - $58.6 $36.5K - $38.9K
10.4K $586K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-657
- 18.74%
$89.97 - $98.59 $59.1K - $64.8K
2.85K $270K
CX
Cemex Sab De Cv

Basic Materials
-7.25K
- 52.67%
$5.17 - $6.16 $37.5K - $44.6K
6.51K $36K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-707
- 9.8%
$45.17 - $47.23 $31.9K - $33.4K
6.5K $294K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-392
- 10.77%
$54.2 - $60.92 $21.2K - $23.9K
3.25K $176K
BP
Bp PLC

Energy
-1.07K
- 13.6%
$28.16 - $33.14 $30.1K - $35.4K
6.78K $200K
USB
Us Bancorp \De\

Financial Services
-1.11K
- 28.39%
$43.98 - $53.66 $48.9K - $59.7K
2.81K $134K
IWR
Ishares Russell Mid Cap ETF

ETFs
-623
- 1.6%
$87.25 - $95.52 $54.4K - $59.5K
38.4K $3.4M
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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