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
IGF
Ishares Global Infrastructure

ETFs
-34
- 1.21%
$51.2 - $55.7 $1.74K - $1.89K
2.77K $144K
ROL
Rollins Inc

Consumer Cyclical
-28
- 1.83%
$46.35 - $51.59 $1.3K - $1.44K
1.5K $69K
ZETA
Zeta Global Holdings Corp.

Technology
-50
- 9.26%
$17.37 - $36.74 $869 - $1.84K
490 $8K
UNFI
United Natural Foods Inc

Consumer Defensive
-1.91K
- 45.01%
$19.1 - $29.62 $36.5K - $56.7K
2.34K $63K
IXG
Ishares Global Fin'L ETF

ETFs
-111
- 3.78%
$93.25 - $101.72 $10.4K - $11.3K
2.82K $270K
NXE
Nex Gen Energy Ltd.

Energy
-1.11K
- 11.37%
$6.6 - $8.88 $7.3K - $9.82K
8.62K $56K
ORCC
Owl Rock Capital Corp

Financial Services
-502
- 15.2%
N/A
2.8K $37K
LBRDK
Liberty Broadband Corp

Communication Services
-86
- 35.54%
$74.72 - $101.4 $6.43K - $8.72K
156 $11K
FIS
Fidelity National Information Services, Inc.

Technology
-84
- 79.25%
$80.14 - $90.95 $6.73K - $7.64K
22 $1K
TQQQ
Proshares Ultrapro Qqq

ETFs
-133
- 22.7%
$69.42 - $93.29 $9.23K - $12.4K
453 $35K
FDVV
Fidelity High Dividend ETF

ETFs
-98
- 5.9%
$49.66 - $52.63 $4.87K - $5.16K
1.56K $78K
CPSI
Computer Programs & Systems Inc

Healthcare
-661
- 36.38%
N/A
1.16K $9K
NRZ
New Residential Investment Corp.

Real Estate
-842
- 10.74%
N/A
7K $50K
HUM
Humana Inc

Healthcare
-14
- 28.0%
$233.89 - $304.18 $3.27K - $4.26K
36 $9K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
-177
- 92.67%
$33.74 - $36.85 $5.97K - $6.52K
14 $0
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
-2.7K
- 2.95%
$2.99 - $3.34 $8.07K - $9.01K
88.9K $278K
IYE
Ishares Tr

ETFs
-38
- 0.68%
$43.93 - $51.37 $1.67K - $1.95K
5.53K $251K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-75
- 36.59%
$61.21 - $76.19 $4.59K - $5.71K
130 $9K
STE
Steris PLC

Healthcare
-1
- 0.72%
$204.34 - $235.7 $204 - $236
138 $28K
NVT
N Vent Electric PLC

Industrials
-27
- 1.76%
$67.69 - $79.19 $1.83K - $2.14K
1.51K $102K
PHK
Pimco High Income Fund

Financial Services
-369
- 1.56%
$4.85 - $5.16 $1.79K - $1.9K
23.3K $113K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-46
- 2.44%
$100.16 - $100.7 $4.61K - $4.63K
1.84K $184K
GPC
Genuine Parts CO

Consumer Cyclical
-4
- 2.03%
$113.11 - $143.63 $452 - $575
193 $22K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-1.27K
- 11.37%
$21.45 - $24.97 $27.3K - $31.8K
9.92K $237K
ABR
Arbor Realty Trust Inc

Real Estate
-230
- 15.59%
$13.66 - $15.64 $3.14K - $3.6K
1.25K $17K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-118
- 15.75%
$83.95 - $99.75 $9.91K - $11.8K
631 $56K
GXO
Gxo Logistics, Inc.

Industrials
-51
- 20.32%
$41.93 - $63.02 $2.14K - $3.21K
200 $8K
AM
Antero Midstream Corp

Energy
-360
- 3.65%
$14.22 - $15.97 $5.12K - $5.75K
9.5K $143K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-71
- 62.83%
$60.19 - $64.39 $4.27K - $4.57K
42 $2K
ALGN
Align Technology Inc

Healthcare
-2
- 2.9%
$205.03 - $245.32 $410 - $491
67 $13K
BHC
Bausch Health Companies Inc.

Healthcare
-450
- 11.71%
$7.34 - $9.78 $3.3K - $4.4K
3.39K $27K
LIT
Global X Fds Global X Lithium

ETFs
-51
- 8.36%
$40.78 - $48.97 $2.08K - $2.5K
559 $22K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-38
- 3.62%
$49.28 - $52.29 $1.87K - $1.99K
1.01K $49K
ROK
Rockwell Automation, Inc

Industrials
-30
- 11.76%
$264.65 - $302.92 $7.94K - $9.09K
225 $64K
SWKS
Skyworks Solutions, Inc.

Technology
-14
- 4.2%
$83.18 - $99.15 $1.16K - $1.39K
319 $28K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-54
- 2.19%
$84.34 - $95.14 $4.55K - $5.14K
2.42K $210K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-27
- 2.59%
$74.71 - $79.24 $2.02K - $2.14K
1.01K $77K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-293
- 46.66%
$12.36 - $13.34 $3.62K - $3.91K
335 $4K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1
- 0.25%
$70.1 - $76.53 $70.1 - $76.5
394 $27K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-126
- 10.6%
$23.14 - $26.91 $2.92K - $3.39K
1.06K $25K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-127
- 43.2%
$24.66 - $27.63 $3.13K - $3.51K
167 $4K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-29
- 63.04%
$97.09 - $120.01 $2.82K - $3.48K
17 $1K
TMC
Tmc The Metals CO Inc.

Basic Materials
-3.25K
- 20.97%
$0.72 - $1.2 $2.34K - $3.9K
12.3K $13K
KNTK
Kinetik Holdings Inc.

Energy
-135
- 33.75%
$45.65 - $61.95 $6.16K - $8.36K
265 $15K
TFX
Teleflex Inc

Healthcare
-8
- 44.44%
$172.66 - $245.13 $1.38K - $1.96K
10 $1K
VGIT
Vanguard Intermediate Term Tre

ETFs
-35
- 7.9%
$57.78 - $60.4 $2.02K - $2.11K
408 $23K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-14
- 3.65%
$134.53 - $150.65 $1.88K - $2.11K
370 $50K
LBRDA
Liberty Broadband Corp

Communication Services
-21
- 3.9%
$74.24 - $100.25 $1.56K - $2.11K
517 $38K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-67
- 6.75%
$69.3 - $74.3 $4.64K - $4.98K
926 $66K
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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