Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Spire Wealth Management
  City: RESTON
  State: VA
  Zip: 20190
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $5,508,425,000
  Total Value Change : $2,481,757,000
  Securities Held Change : -59
   
All Securities Held : 2298
  New Positions : 70
  Closed Positions : 146
  Increased Positions : 793
  Unchanged Positions : 728
  Decreased Positions : 707

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 70     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 164 New $44.04 $4,822,000 108,610 0.09% 4,822,000 108,610 1.208    N/A
   (BUG)1 Year Chart         BUG Global X Cybersecurity Etf 460 New $0.00 $636,000 21,377 0.01% 636,000 21,377 0.024    N/A
   (QMAR)1 Year Chart         QMAR Ft Cboe Vest Growth100 Buff... 572 New $0.00 $418,000 15,782 0.01% 418,000 15,782 0.176    N/A
   (KURE)1 Year Chart         KURE Kraneshares Msci All China ... 772 New $0.00 $191,000 13,150 0% 191,000 13,150 0.286    N/A
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... 799 New $79.24 $178,000 2,217 0% 178,000 2,217 0    N/A
   (MVST)1 Year Chart         MVST Microvast Holdings, Inc 845 New $0.42 $157,000 187,329 0% 157,000 187,329 0    N/A
   (HDEF)1 Year Chart         HDEF Dbx Trackers Msci Eafe High... 954 New $25.09 $113,000 4,564 0% 113,000 4,564 0    N/A
   (DSTL)1 Year Chart         DSTL Distillate Us Fundamental S... 1013 New $0.00 $91,000 1,695 0% 91,000 1,695 0    N/A
   (MOD)1 Year Chart         MOD Modine Manufacturing Co 1066 New $90.76 $79,000 825 0% 79,000 825 0    Auto Parts
   (FWRD)1 Year Chart         FWRD Forward Air Corp 1084 New $20.91 $75,000 2,420 0% 75,000 2,420 0.01    Trucking
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 1126 New $106.93 $65,000 592 0% 65,000 592 0    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 1130 New $0.00 $64,000 1,559 0% 64,000 1,559 0    N/A
   (DMAR)1 Year Chart         DMAR Ft Cboe Vest Us Equity Deep... 1146 New $0.00 $61,000 1,751 0% 61,000 1,751 2.751    N/A
   (VKTX)1 Year Chart         VKTX Viking Therapeutics, Inc. 1149 New $79.61 $61,000 740 0% 61,000 740 0    N/A
   (RACE)1 Year Chart         RACE Ferrari NV 1250 New $0.00 $46,000 106 0% 46,000 106 0    N/A
   (ECNS)1 Year Chart         ECNS Ishares Msci China Small Ca... 1321 New $25.89 $36,000 1,500 0% 36,000 1,500 0    N/A
   (PDCO)1 Year Chart         PDCO Patterson Companies Inc 1328 New $26.02 $35,000 1,275 0% 35,000 1,275 0    Medical Equipment Who...
   (EBND)1 Year Chart         EBND Spdr Barclays Capital Emerg... 1514 New $20.21 $20,000 979 0% 20,000 979 0    N/A
   (PSET)1 Year Chart         PSET Principal Price Setters Ind... 1550 New $0.00 $18,000 261 0% 18,000 261 0    N/A
   (SUSB)1 Year Chart         SUSB Ishares Esg 1 To 5 Year Usd... 1576 New $0.00 $16,000 645 0% 16,000 645 0    N/A
   (ALX)1 Year Chart         ALX Alexanders Inc 1677 New $226.60 $11,000 50 0% 11,000 50 0    REIT - Diversified
   (SRAD)1 Year Chart         SRAD Sportradar Group Ord Shs Cl... 1675 New $9.35 $11,000 928 0% 11,000 928 0    N/A
   (NRZ)1 Year Chart         NRZ New Residential Investment ... 1681 New $11.31 $11,000 1,000 0% 11,000 1,000 0    REIT - Housing/Apartm...
   (DBAP)1 Year Chart         DBAP Deutsche Xtrackers Msci Ac ... 1703 New $0.00 $10,000 440 0% 10,000 440 0    N/A
   (FMAT)1 Year Chart         FMAT Fidelity Msci Materials Index 1712 New $51.44 $10,000 197 0% 10,000 197 0    N/A
   (IESC)1 Year Chart         IESC Ies Holdings Inc 1707 New $132.54 $10,000 80 0% 10,000 80 0    General Contractors
   (QTUM)1 Year Chart         QTUM Defiance Quantum Etf 1730 New $59.57 $9,000 145 0% 9,000 145 0    N/A
   (IPXL)1 Year Chart         IPXL Impax Laboratories Inc 1756 New $6.51 $9,000 1,535 0% 9,000 1,535 0    Drugs - Generic
   (EGY)1 Year Chart         EGY VAALCO Energy Inc 1754 New $6.31 $9,000 1,306 0% 9,000 1,306 0    Independent Oil & Gas
   (IYC)1 Year Chart         IYC iShares Dow Jones US Consum... 1770 New $79.65 $8,000 100 0% 8,000 100 0    Closed - End Fund - E...
   (FCSH)1 Year Chart         FCSH Federated Hermes Short Dura... 1795 New $0.00 $8,000 338 0% 8,000 338 0    N/A
   (LPL)1 Year Chart         LPL LG Philips Lcd Co Ltd (ADR) 1767 New $3.99 $8,000 2,000 0% 8,000 2,000 0    Diversified Electronics
   (OEC)1 Year Chart         OEC Orion Engineered Carbons SA 1807 New $24.55 $7,000 299 0% 7,000 299 0    N/A
   (MYN)1 Year Chart         MYN Blackrock Muniyield New Yor... 1855 New $10.30 $7,000 680 0% 7,000 680 0    Closed - End Fund - Debt
   (ETO)1 Year Chart         ETO Eaton Vance Tax Advantaged ... 1838 New $24.77 $7,000 300 0% 7,000 300 0    Closed - End Fund - Debt
   (XPEL)1 Year Chart         XPEL Xpel, Inc. 1848 New $32.14 $7,000 136 0% 7,000 136 0    N/A
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 1842 New $25.04 $7,000 278 0% 7,000 278 0    N/A
   (SKYW)1 Year Chart         SKYW SkyWest Inc 1829 New $76.58 $7,000 100 0% 7,000 100 0    Regional Airlines
   (RISR)1 Year Chart         RISR Foliobeyond Rising Rates Etf 1867 New $0.00 $6,000 176 0% 6,000 176 0    N/A
   (ABR)1 Year Chart         ABR Arbor Realty Trust Inc 1874 New $13.46 $6,000 446 0% 6,000 446 0    REIT - Diversified
   (PNW)1 Year Chart         PNW Pinnacle West Capital Corp 1934 New $76.41 $5,000 65 0% 5,000 65 0    Electric Utilities
   (SOTK)1 Year Chart         SOTK Sono Tek Corp 1917 New $4.62 $5,000 1,002 0% 5,000 1,002 0    Diversified Machinery
   (JHX)1 Year Chart         JHX James Hardie Industries N.V... 1970 New $36.93 $4,000 109 0% 4,000 109 0    General Building Mate...
   (BSCT)1 Year Chart         BSCT Invesco Bulletshares 2029 C... 1957 New $0.00 $4,000 212 0% 4,000 212 0    N/A
   (ALEX)1 Year Chart         ALEX Alexander & Baldwin Holding... 1961 New $16.62 $4,000 220 0% 4,000 220 0    Real Estate Development
   (BEKE)1 Year Chart         BEKE KE Holdings Inc 1994 New $16.76 $4,000 315 0% 4,000 315 0    N/A
   (GEO)1 Year Chart         GEO GEO Group Inc 1976 New $13.63 $4,000 269 0% 4,000 269 0    Security & Protection...
   (JPMB)1 Year Chart         JPMB Jpmorgan Usd Emerging Marke... 2014 New $0.00 $3,000 82 0% 3,000 82 0    N/A
   (PWSC)1 Year Chart         PWSC Powerschool Holdings, Inc. 2089 New $16.64 $2,000 78 0% 2,000 78 0    N/A
   (BLBD)1 Year Chart         BLBD Blue Bird Corp 2081 New $37.11 $2,000 50 0% 2,000 50 0    N/A
   (FBMS)1 Year Chart         FBMS First Bancshares Inc /ms/ 2062 New $25.13 $2,000 69 0% 2,000 69 0    Domestic Regional Banks
   (DSGX)1 Year Chart         DSGX Descartes Systems Group (USA) 2122 New $97.26 $2,000 22 0% 2,000 22 0    Business Software & S...
   (LWLG)1 Year Chart         LWLG Lightwave Logic Inc 2101 New $4.17 $2,000 360 0% 2,000 360 0    N/A
   (AMG)1 Year Chart         AMG Affiliated Managers Group Inc 2061 New $155.56 $2,000 10 0% 2,000 10 0    Asset Management
   (WING)1 Year Chart         WING Wingstop Inc. 2082 New $397.84 $2,000 6 0% 2,000 6 0    N/A
   (PETS)1 Year Chart         PETS Petmed Express Inc 2050 New $4.17 $2,000 414 0% 2,000 414 0.034    Drug Stores
   (INCY)1 Year Chart         INCY Incyte Corp 2203 New $54.37 $1,000 13 0% 1,000 13 0    Biotechnology
   (MCS)1 Year Chart         MCS Marcus Corp 2199 New $11.24 $1,000 53 0% 1,000 53 0    Lodging
   (QUIK)1 Year Chart         QUIK Quicklogic Corporation 2220 New $0.30 $1,000 35 0% 1,000 35 0    Semiconductor - Integ...
   (LSF)1 Year Chart         LSF Laird Superfood, Inc. 2197 New $0.00 $1,000 250 0% 1,000 250 0    N/A
   (KOS)1 Year Chart         KOS Kosmos Energy Ltd. 2205 New $0.00 $1,000 157 0% 1,000 157 0    Independent Oil & Gas
   (ICUI)1 Year Chart         ICUI ICU Medical Inc 2215 New $101.77 $1,000 5 0% 1,000 5 0    Medical Instruments &...
   (HTLF)1 Year Chart         HTLF Heartland Financial USA Inc 2193 New $43.59 $1,000 24 0% 1,000 24 0    Savings & Loans
   (PRPH)1 Year Chart         PRPH Prophase Labs Inc 2214 New $5.06 $1,000 80 0% 1,000 80 0    Drug Delivery
   (OTEX)1 Year Chart         OTEX Open Text Corporation (USA) 2276 New $30.25 $1,000 34 0% 1,000 34 0    Internet Software & S...
   (NSA)1 Year Chart         NSA National Storage Affiliates... 2209 New $36.64 $1,000 13 0% 1,000 13 0    N/A
   (HYGV)1 Year Chart         HYGV Flexshares High Yield Value... 2275 New $0.00 $1,000 32 0% 1,000 32 0    N/A
   (FSMD)1 Year Chart         FSMD Fidelity Small-mid Factor Etf 2208 New $0.00 $1,000 13 0% 1,000 13 0    N/A
   (GTX)1 Year Chart         GTX Garrett Motion Inc. 2264 New $9.35 $1,000 116 0% 1,000 116 0    N/A
   (GMT)1 Year Chart         GMT GATX Corp 2182 New $130.77 $1,000 4 0% 1,000 4 0    Rental & Leasing Serv...

      70 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results