Spire Wealth Management historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Spire Wealth Management opened 37 positions, added to 110, reduced 136 and sold out of 149.
- Q1 2024: Stock FERGUSON PLC NEW; Country of operation —; Class SHS; Shares before 499.
- Q1 2024: Stock NEW YORK CMNTY BANCORP INC; Country of operation United States; Class COM; Shares before 36,250.
- Q1 2024: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 2,975.
- Q1 2024: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 441.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1858740), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | FERGUSON PLC NEW
CUSIP G3421J106 | | SHS | 499 | 1,545 | +1,046 | $94,570 | $337,534 | +$242,964 | 2024-04-24 |
|---|
| Q1 2024 | NEW YORK CMNTY BANCORP INC
CUSIP 649445103 | United States | COM | 36,250 | 45,651 | +9,401 | $361,413 | $146,997 | -$214,416 | 2024-04-24 |
|---|
| Q1 2024 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 2,975 | 2,980 | +5 | $289,557 | $390,648 | +$101,091 | 2024-04-24 |
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| Q1 2024 | LAM RESEARCH CORP
CUSIP 512807108 | United States | COM | 441 | 446 | +5 | $364,129 | $433,412 | +$69,283 | 2024-04-24 |
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| Q1 2024 | PARAMOUNT GLOBAL
CUSIP 92556H206 | United States | CLASS B COM | 4,526 | 8,397 | +3,871 | $60,646 | $98,836 | +$38,190 | 2024-04-24 |
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| Q1 2024 | ROCKET LAB USA INC
CUSIP 773122106 | United States | COM | 2,800 | 10,000 | +7,200 | $13,608 | $41,100 | +$27,492 | 2024-04-24 |
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| Q1 2024 | NORDSTROM INC
CUSIP 655664100 | United States | COM | 1,100 | 2,200 | +1,100 | $19,811 | $44,594 | +$24,783 | 2024-04-24 |
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| Q1 2024 | VIRTUS ALLIANZGI CONVERTIBLE
CUSIP 92838U108 | United States | COM | 89,507 | 92,091 | +2,584 | $254,199 | $275,352 | +$21,153 | 2024-04-24 |
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| Q1 2024 | ENCORE WIRE CORP
CUSIP 292562105 | United States | COM | 100 | 142 | +42 | $21,200 | $37,404 | +$16,204 | 2024-04-24 |
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| Q1 2024 | SIRIUS XM HOLDINGS INC
CUSIP 82968B103 | United States | COM | 9,476 | 9,477 | +1 | $51,360 | $36,769 | -$14,591 | 2024-04-24 |
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| Q1 2024 | SHARECARE INC
CUSIP 81948W104 | United States | COM CL A | 10,400 | 24,400 | +14,000 | $9,843 | $18,727 | +$8,884 | 2024-04-24 |
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| Q1 2024 | ANSYS INC
CUSIP 03662Q105 | United States | COM | 357 | 371 | +14 | $120,309 | $128,796 | +$8,487 | 2024-04-24 |
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| Q1 2024 | CONSOL ENERGY INC NEW
CUSIP 20854L108 | United States | COM | 156 | 270 | +114 | $15,744 | $22,591 | +$6,847 | 2024-04-24 |
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| Q1 2024 | CIDARA THERAPEUTICS INC
CUSIP 171757107 | | COM | 4,971 | 10,000 | +5,029 | $3,579 | $9,200 | +$5,621 | 2024-04-24 |
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| Q1 2024 | PIONEER DIVERSIFIED HIGH INC
CUSIP 723653101 | United States | COM | 4,398 | 4,469 | +71 | $47,629 | $53,047 | +$5,418 | 2024-04-24 |
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| Q1 2024 | HAYNES INTERNATIONAL INC
CUSIP 420877201 | United States | COM NEW | 48 | 110 | +62 | $2,489 | $6,638 | +$4,149 | 2024-04-24 |
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| Q1 2024 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 3,195 | 3,427 | +232 | $70,290 | $74,340 | +$4,050 | 2024-04-24 |
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| Q1 2024 | DIAMOND OFFSHORE DRILLING IN
CUSIP 25271C201 | United States | COM | 2,014 | 2,114 | +100 | $24,953 | $28,835 | +$3,882 | 2024-04-24 |
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| Q1 2024 | SCHNITZER STEEL INDS INC
CUSIP 806882106 | United States | CL A | 739 | 744 | +5 | $18,842 | $15,714 | -$3,128 | 2024-04-24 |
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| Q1 2024 | PEDEVCO CORP
CUSIP 70532Y303 | United States | COM PAR | 19,910 | 20,053 | +143 | $13,340 | $16,042 | +$2,702 | 2024-04-24 |
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| Q1 2024 | BARK INC
CUSIP 68622E104 | United States | COM | 4,013 | 5,000 | +987 | $3,612 | $6,200 | +$2,588 | 2024-04-24 |
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| Q1 2024 | CARNIVAL CORP
CUSIP 143658300 | | COMMON STOCK | 8,201 | 8,546 | +345 | $142,128 | $139,646 | -$2,482 | 2024-04-24 |
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| Q1 2024 | TELLURIAN INC NEW
CUSIP 87968A104 | United States | COM | 17,350 | 17,387 | +37 | $9,543 | $11,475 | +$1,932 | 2024-04-24 |
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| Q1 2024 | APTIV PLC
CUSIP G6095L109 | | SHS | 90 | 98 | +8 | $7,110 | $7,806 | +$696 | 2024-04-24 |
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| Q1 2024 | AMEDISYS INC
CUSIP 023436108 | United States | COM | 96 | 104 | +8 | $9,098 | $9,585 | +$487 | 2024-04-24 |
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| Q1 2024 | JUNIPER NETWORKS INC
CUSIP 48203R104 | United States | COM | 1,616 | 1,622 | +6 | $60,455 | $60,111 | -$344 | 2024-04-24 |
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| Q1 2024 | ENVIVA INC
CUSIP 29415B103 | United States | COM | 6,354 | 6,361 | +7 | $2,543 | $2,799 | +$256 | 2024-04-24 |
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| Q1 2024 | ORION ENERGY SYS INC
CUSIP 686275108 | United States | COM | 952 | 956 | +4 | $1,018 | $832 | -$186 | 2024-04-24 |
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| Q1 2024 | PREMIER FINANCIAL CORP
CUSIP 74052F108 | United States | COM | 28 | 37 | +9 | $640 | $751 | +$111 | 2024-04-24 |
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| Q1 2024 | FUELCELL ENERGY INC
CUSIP 35952H601 | United States | COM | 599 | 600 | +1 | $699 | $714 | +$15 | 2024-04-24 |
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