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
SWK
Stanley Black & Decker, Inc.

Industrials
-98
- 7.85%
$79.07 - $109.36 $7.75K - $10.7K
1.15K $92K
BFLY
Butterfly Network, Inc.

Healthcare
-27.2K
- 91.28%
$1.66 - $3.67 $45.2K - $99.8K
2.6K $8K
MSEX
Middlesex Water CO

Utilities
-602
- 59.84%
$52.63 - $69.7 $31.7K - $42K
404 $21K
TAP
Molson Coors Beverage CO

Consumer Defensive
-750
- 29.74%
$53.97 - $63.88 $40.5K - $47.9K
1.77K $101K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-1.78K
- 5.63%
$33.71 - $34.99 $60.1K - $62.4K
29.9K $1.03M
ADM
Archer Daniels Midland CO

Consumer Defensive
-442
- 18.86%
$49.38 - $59.52 $21.8K - $26.3K
1.9K $96K
VEEV
Veeva Systems Inc

Healthcare
-203
- 50.12%
$201.81 - $250.45 $41K - $50.8K
202 $42K
GOLD
Barrick Gold Corp

Basic Materials
-1.6K
- 38.21%
$15.23 - $21.19 $24.4K - $33.9K
2.59K $40K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-941
- 28.25%
$25.66 - $34.91 $24.1K - $32.9K
2.39K $62K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-5.54K
- 54.31%
$6.75 - $7.33 $37.4K - $40.6K
4.66K $31K
BAX
Baxter International Inc

Healthcare
-561
- 20.82%
$28.63 - $37.84 $16.1K - $21.2K
2.13K $62K
SASR
Sandy Spring Bancorp Inc

Financial Services
-1.64K
- 24.59%
$30.44 - $38.71 $49.9K - $63.4K
5.02K $169K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-5K
- 28.63%
$5.97 - $6.52 $29.9K - $32.6K
12.5K $74K
FV
First Trust Dorsey Wright Focu

ETFs
-830
- 6.38%
$57.47 - $62.82 $47.7K - $52.1K
12.2K $718K
FBT
First Trust Nyse Arca Biotechn

ETFs
-225
- 87.89%
$161.65 - $178.69 $36.4K - $40.2K
31 $5K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-435
- 41.83%
$49.78 - $66.55 $21.7K - $28.9K
605 $30K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-139
- 1.28%
$105.45 - $117.99 $14.7K - $16.4K
10.7K $1.14M
EW
Edwards Lifesciences Corp

Healthcare
-930
- 23.07%
$64.54 - $75.92 $60K - $70.6K
3.1K $229K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-500
- 82.64%
$64.91 - $73.47 $32.5K - $36.7K
105 $6K
JD
Jd.Com, Inc.

Consumer Cyclical
-751
- 40.27%
$33.35 - $47.1 $25K - $35.4K
1.11K $38K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-2K
- 94.56%
$15.0 - $17.55 $30K - $35.1K
115 $1K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-715
- 95.21%
$49.63 - $50.41 $35.5K - $36K
36 $1K
AGCO
Agco Corp

Industrials
-366
- 70.79%
$89.46 - $101.89 $32.7K - $37.3K
151 $14K
TM
Toyota Motor Corp

Consumer Cyclical
-231
- 38.25%
$169.2 - $199.52 $39.1K - $46.1K
373 $72K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-1.76K
- 3.97%
$33.03 - $34.15 $58.2K - $60.1K
42.6K $1.44M
KHC
Kraft Heinz CO

Consumer Defensive
-56
- 0.77%
$30.1 - $36.02 $1.69K - $2.02K
7.19K $220K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-336
- 1.14%
$53.38 - $60.64 $17.9K - $20.4K
29.1K $1.59M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-1.03K
- 10.88%
$17.87 - $19.48 $18.3K - $20K
8.4K $151K
RUN
Sunrun Inc.

Technology
-506
- 15.78%
$9.13 - $17.5 $4.62K - $8.86K
2.7K $24K
PHG
Koninklijke Philips Nv

Healthcare
-268
- 7.65%
$24.71 - $32.66 $6.62K - $8.75K
3.24K $81K
MMM
3 M CO

Industrials
-44
- 1.24%
$124.74 - $137.12 $5.49K - $6.03K
3.49K $450K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-523
- 2.96%
$107.41 - $115.71 $56.2K - $60.5K
17.1K $1.89M
SNAP
Snap Inc

Communication Services
-2.96K
- 58.42%
$9.98 - $12.86 $29.5K - $38K
2.1K $22K
YMAR
First Tr Ex Tr Viii Cboe Vest
-817
- 8.7%
$22.79 - $24.1 $18.6K - $19.7K
8.58K $195K
EXC
Exelon Corp

Utilities
-103
- 1.09%
$36.22 - $40.97 $3.73K - $4.22K
9.33K $351K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-37
- 0.65%
$56.08 - $68.53 $2.07K - $2.54K
5.68K $319K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-745
- 81.42%
$29.69 - $38.02 $22.1K - $28.3K
170 $5K
TRP
Tc Energy Corp

Energy
-600
- 35.91%
$44.03 - $50.23 $26.4K - $30.1K
1.07K $49K
BIIB
Biogen Inc.

Healthcare
-129
- 50.59%
$146.47 - $191.55 $18.9K - $24.7K
126 $19K
HSC
Harsco Corp

Industrials
-4.18K
- 66.67%
N/A
2.09K $15K
ICLN
Ishares

ETFs
-511
- 6.9%
$11.35 - $14.51 $5.8K - $7.41K
6.9K $78K
AEM
Agnico Eagle Mines LTD

Basic Materials
-190
- 2.87%
$75.99 - $88.85 $14.4K - $16.9K
6.42K $502K
VDE
Vanguard Energy ETF

ETFs
-229
- 25.96%
$116.67 - $136.78 $26.7K - $31.3K
653 $79K
SMIN
Ishares Msci India Small Cap I

ETFs
-161
- 9.14%
$75.68 - $86.0 $12.2K - $13.8K
1.6K $122K
PAAS
Pan American Silver Corp

Basic Materials
-1.4K
- 77.78%
$19.94 - $25.85 $27.9K - $36.2K
400 $8K
SHEL
Shell PLC

Energy
-69
- 0.9%
$60.63 - $70.23 $4.18K - $4.85K
7.6K $476K
EOG
Eog Resources Inc

Energy
-215
- 3.16%
$118.22 - $136.54 $25.4K - $29.4K
6.58K $806K
URA
Global X Uranium ETF

ETFs
-950
- 79.17%
$26.78 - $33.46 $25.4K - $31.8K
250 $6K
SRLN
Ssga Active Trust

ETFs
-655
- 9.87%
$41.48 - $42.08 $27.2K - $27.6K
5.98K $249K
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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