Spire Wealth Management Sells in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PCAR
Paccar Inc

Industrials
-13.9K
- 93.86%
$97.92 - $118.41 $1.36M - $1.64M
908 $94K
FDS
Factset Research Systems Inc

Financial Services
-2.95K
- 76.38%
$449.69 - $495.72 $1.33M - $1.46M
912 $438K
DE
Deere & CO

Industrials
-3.23K
- 52.61%
$389.45 - $466.0 $1.26M - $1.51M
2.91K $1.23M
DXCM
Dexcom Inc

Healthcare
-19.9K
- 94.47%
$65.68 - $81.01 $1.31M - $1.61M
1.17K $90K
GTO
Invesco Actively Managed ETF T

ETFs
-5.5K
- 0.99%
$46.33 - $48.41 $255K - $266K
548K $25.4M
XOM
Exxon Mobil Corp

Energy
-454
- 0.36%
$105.51 - $125.37 $47.9K - $56.9K
127K $13.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-219
- 1.17%
$396.64 - $516.74 $86.9K - $113K
18.5K $7.45M
NVO
Novo Nordisk A S

Healthcare
-7.19K
- 37.7%
$85.0 - $120.04 $611K - $863K
11.9K $1.02M
DHR
Danaher Corp

Healthcare
-3.36K
- 34.63%
$226.16 - $274.52 $760K - $923K
6.35K $1.46M
WST
West Pharmaceutical Services Inc

Healthcare
-4.13K
- 94.07%
$285.69 - $344.0 $1.18M - $1.42M
260 $85K
GD
General Dynamics Corp

Industrials
-3.34K
- 41.13%
$260.28 - $314.03 $870K - $1.05M
4.78K $1.26M
PDD
Pinduoduo Inc.

Consumer Cyclical
-8.77K
- 99.73%
$94.39 - $154.27 $828K - $1.35M
24 $2K
ILF
Ishares Latin America 40 ETF

ETFs
-42.8K
- 79.95%
$20.91 - $26.09 $895K - $1.12M
10.7K $224K
GWRE
Guidewire Software, Inc.

Technology
-6.28K
- 98.84%
$168.58 - $207.12 $1.06M - $1.3M
74 $12K
FDX
Fedex Corp

Industrials
-4.05K
- 85.1%
$260.5 - $305.15 $1.05M - $1.23M
708 $199K
PSN
Parsons Corp

Industrials
-9.91K
- 96.9%
$92.25 - $113.31 $914K - $1.12M
317 $29K
FISV
Fiserv Inc

Technology
-7.97K
- 16.09%
N/A
41.5K $5.2M
SNA
Snap On Inc

Industrials
-3.64K
- 75.18%
$285.44 - $371.35 $1.04M - $1.35M
1.2K $408K
PAYC
Paycom Software, Inc.

Technology
-5.96K
- 90.32%
$159.94 - $240.25 $954K - $1.43M
639 $130K
HAL
Halliburton CO

Energy
-32.6K
- 74.73%
$25.77 - $31.99 $839K - $1.04M
11K $299K
NVR
Nvr Inc

Consumer Cyclical
-88
- 62.86%
$8101.21 - $9940.51 $713K - $875K
52 $425K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-24.3K
- 42.95%
$39.69 - $41.26 $963K - $1M
32.2K $1.31M
EMB
Ishares Tr

ETFs
-2.76K
- 1.86%
$88.94 - $93.46 $246K - $258K
146K $13M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.45K
- 4.53%
$51.09 - $55.27 $483K - $522K
199K $10.2M
TMUS
T Mobile Us, Inc.

Communication Services
-4.15K
- 70.33%
$206.1 - $246.94 $856K - $1.03M
1.75K $386K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.21K
- 6.43%
$521.84 - $558.82 $1.15M - $1.23M
32.1K $17.3M
ABBV
Abb Vie Inc.

Healthcare
-1.47K
- 5.51%
$164.99 - $203.87 $243K - $301K
25.3K $4.49M
SO
Southern CO

Utilities
-7.53K
- 35.92%
$81.5 - $94.15 $613K - $709K
13.4K $1.11M
TTEK
Tetra Tech Inc

Industrials
-13.7K
- 56.92%
$39.8 - $50.52 $546K - $693K
10.4K $413K
IEF
Ishares Barclays

ETFs
-463
- 0.4%
$92.08 - $98.18 $42.6K - $45.5K
115K $10.7M
JNJ
Johnson & Johnson

Healthcare
-1.8K
- 7.26%
$143.34 - $165.86 $258K - $298K
23K $3.32M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-269
- 0.93%
$176.4 - $231.84 $47.5K - $62.4K
28.6K $5.04M
RC
Ready Capital Corp

Real Estate
-77.4K
- 45.91%
$6.71 - $7.57 $519K - $586K
91.1K $621K
WCN
Waste Connections, Inc.

Industrials
-3.38K
- 31.91%
$171.06 - $193.25 $579K - $654K
7.22K $1.24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.98K
- 5.21%
$45.07 - $47.1 $359K - $376K
145K $6.56M
LNTH
Lantheus Holdings, Inc.

Healthcare
-5.55K
- 84.42%
$76.22 - $116.71 $423K - $648K
1.03K $91K
GLDM
World Gold Trust

ETFs
-12K
- 59.27%
$50.76 - $55.23 $611K - $664K
8.26K $429K
RTX
Raytheon Technologies Corp

Industrials
-4.66K
- 32.44%
$114.45 - $127.21 $534K - $593K
9.71K $1.12M
SNPS
Synopsys Inc

Technology
-1.19K
- 62.43%
$485.36 - $588.0 $578K - $700K
716 $347K
ACGL
Arch Capital Group Ltd.

Financial Services
-4.98K
- 69.45%
$88.71 - $114.86 $442K - $572K
2.19K $202K
VZ
Verizon Communications Inc

Communication Services
-7.64K
- 13.25%
$39.6 - $45.21 $302K - $345K
50K $2M
KO
Coca Cola CO

Consumer Defensive
-2.78K
- 6.8%
$61.74 - $71.71 $171K - $199K
38.1K $2.37M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.89K
- 2.15%
$106.33 - $110.69 $201K - $209K
86K $9.16M
FTSL
First Trust Senior Ln Fund

ETFs
-11K
- 79.38%
$45.9 - $46.48 $503K - $510K
2.85K $131K
SBAC
Sba Communications Corp

Real Estate
-1.91K
- 64.73%
$198.24 - $249.31 $379K - $477K
1.04K $212K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-6K
- 4.17%
$40.12 - $43.62 $241K - $262K
138K $5.54M
D
Dominion Energy, Inc

Utilities
-5.88K
- 19.15%
$52.63 - $60.92 $310K - $358K
24.8K $1.34M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-3.13K
- 13.75%
$157.33 - $189.22 $492K - $592K
19.6K $3.31M
AMGN
Amgen Inc

Healthcare
-253
- 4.6%
$258.78 - $328.31 $65.5K - $83.1K
5.25K $1.37M
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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