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
CHK
Chesapeake Energy Corp

Energy
-197
- 87.56%
$81.46 - $87.57 $16K - $17.3K
28 $2K
PED
Pedevco Corp

Energy
-16.4K
- 81.86%
$0.72 - $1.02 $11.8K - $16.7K
3.63K $2K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-203
- 36.98%
$59.26 - $65.51 $12K - $13.3K
346 $20K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-181
- 87.02%
$68.62 - $82.57 $12.4K - $14.9K
27 $1K
PRCT
Procept Bio Robotics Corp

Healthcare
-200
- 28.57%
$67.27 - $99.45 $13.5K - $19.9K
500 $40K
EL
Estee Lauder Companies Inc

Consumer Defensive
-153
- 77.66%
$62.74 - $97.24 $9.6K - $14.9K
44 $3K
WDC
Western Digital Corp

Technology
-198
- 46.81%
$59.62 - $73.43 $11.8K - $14.5K
225 $13K
CNX
Cnx Resources Corp

Energy
-441
- 89.45%
$32.66 - $41.09 $14.4K - $18.1K
52 $1K
AIG
American International Group, Inc.

Financial Services
-166
- 3.09%
$70.0 - $79.22 $11.6K - $13.2K
5.21K $378K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-159
- 1.84%
$103.6 - $112.52 $16.5K - $17.9K
8.5K $891K
FEX
First Tr Large Cap Core Alphde

ETFs
-135
- 4.81%
$103.29 - $112.88 $13.9K - $15.2K
2.67K $278K
INVH
Invitation Homes Inc.

Real Estate
-28
- 0.71%
$31.4 - $34.69 $879 - $971
3.92K $125K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-125
- 4.01%
$30.42 - $36.45 $3.8K - $4.56K
3K $95K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-220
- 30.9%
$92.95 - $129.87 $20.4K - $28.6K
492 $56K
CMP
Compass Minerals International Inc

Basic Materials
-967
- 25.3%
$10.59 - $15.7 $10.2K - $15.2K
2.86K $32K
FITB
Fifth Third Bancorp

Financial Services
-194
- 2.15%
$41.76 - $48.44 $8.1K - $9.4K
8.83K $373K
SOXL
Direxion Daily Semiconductor B

ETFs
-27
- 2.02%
$26.3 - $40.82 $710 - $1.1K
1.31K $35K
ONB
Old National Bancorp

Financial Services
-1.15K
- 29.46%
$17.94 - $23.23 $20.6K - $26.7K
2.75K $59K
JXN
Jackson Financial Inc.

Financial Services
-100
- 12.5%
$84.91 - $113.74 $8.49K - $11.4K
700 $60K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-59
- 89.39%
$193.7 - $235.05 $11.4K - $13.9K
7 $1K
MASI
Masimo Corp

Healthcare
-100
- 69.44%
$132.43 - $177.7 $13.2K - $17.8K
44 $7K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-823
- 5.96%
$26.53 - $28.09 $21.8K - $23.1K
13K $357K
LMNR
Limoneira CO

Consumer Defensive
-374
- 33.13%
$23.92 - $28.91 $8.95K - $10.8K
755 $18K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-123
- 1.38%
$28.6 - $29.27 $3.52K - $3.6K
8.82K $252K
MHK
Mohawk Industries Inc

Consumer Cyclical
-18
- 8.91%
$116.82 - $161.27 $2.1K - $2.9K
184 $21K
ALLY
Ally Financial Inc.

Financial Services
-353
- 9.55%
$34.12 - $39.98 $12K - $14.1K
3.34K $120K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-500
- 71.43%
$22.72 - $28.29 $11.4K - $14.1K
200 $5K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-20
- 0.81%
$563.99 - $620.12 $11.3K - $12.4K
2.46K $1.4M
IT
Gartner Inc

Technology
-20
- 40.82%
$481.22 - $551.8 $9.62K - $11K
29 $14K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-249
- 7.62%
N/A
3.02K $122K
IEO
Ishares Tr

ETFs
-108
- 45.96%
$85.22 - $101.77 $9.2K - $11K
127 $11K
PRU
Prudential Financial Inc

Financial Services
-40
- 1.83%
$114.59 - $129.52 $4.58K - $5.18K
2.15K $254K
PCEF
Invesco Cef Income Composite E

ETFs
-506
- 35.81%
$19.05 - $19.86 $9.64K - $10K
907 $17K
LYFT
Lyft, Inc.

Technology
-692
- 38.08%
$12.36 - $18.59 $8.55K - $12.9K
1.13K $14K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-128
- 90.78%
N/A
13 $0
VERI
Veritone, Inc.

Technology
-2.24K
- 30.15%
$2.18 - $4.62 $4.88K - $10.3K
5.19K $17K
OGE
Oge Energy Corp.

Utilities
-218
- 26.14%
$39.65 - $44.08 $8.64K - $9.61K
616 $25K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-29
- 20.28%
$165.45 - $196.93 $4.8K - $5.71K
114 $18K
CPRI
Capri Holdings LTD

Consumer Cyclical
-6
- 1.45%
$19.39 - $43.18 $116 - $259
408 $8K
CVE
Cenovus Energy Inc.

Energy
-200
- 5.66%
$14.35 - $18.36 $2.87K - $3.67K
3.34K $50K
WFRD
Weatherford International PLC

Energy
-100
- 50.0%
$67.1 - $94.33 $6.71K - $9.43K
100 $7K
PARA
Paramount Global

Communication Services
-853
- 24.13%
$10.27 - $11.57 $8.76K - $9.87K
2.68K $28K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-115
- 75.16%
$61.93 - $70.49 $7.12K - $8.11K
38 $2K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-80
- 50.31%
$94.77 - $97.36 $7.58K - $7.79K
79 $7K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-1.19K
- 10.13%
N/A
10.6K $75K
FYC
First Trust Small Cap Growth A

ETFs
-99
- 91.67%
$72.19 - $84.64 $7.15K - $8.38K
9 $0
KEYS
Keysight Technologies, Inc.

Technology
-55
- 13.72%
$149.01 - $172.53 $8.2K - $9.49K
346 $55K
ALB
Albemarle Corp

Basic Materials
-19
- 2.57%
$86.08 - $111.3 $1.64K - $2.11K
719 $61K
DFAE
Dimensional ETF Tr

ETFs
-246
- 41.0%
$25.36 - $28.15 $6.24K - $6.92K
354 $8K
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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