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Spire Wealth Management Historic Quarter Change: USA Other Stocks, Added, 2024 Q4

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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.

  • Q4 2024: Stock ROCKET LAB USA INC; Country of operation United States; Class COM; Shares before 10,000.
  • Q4 2024: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 2,710.
  • Q4 2024: Stock PATTERSON COS INC; Country of operation United States; Class COM; Shares before 3,741.
  • Q4 2024: Stock NORDSTROM INC; Country of operation United States; Class COM; Shares before 1,100.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024ROCKET LAB USA INC
CUSIP 773122106		United StatesCOM10,00011,400+1,400$97,300$290,358+$193,0582025-01-24
Q4 2024DISCOVER FINL SVCS
CUSIP 254709108		United StatesCOM2,7102,789+79$380,186$483,138+$102,9522025-01-24
Q4 2024PATTERSON COS INC
CUSIP 703395103		United StatesCOM3,7414,160+419$81,704$128,378+$46,6742025-01-24
Q4 2024NORDSTROM INC
CUSIP 655664100		United StatesCOM1,1002,100+1,000$24,739$50,715+$25,9762025-01-24
Q4 2024CONSOL ENERGY INC NEW
CUSIP 20854L108		United StatesCOM120195+75$12,560$20,827+$8,2672025-01-24
Q4 2024WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108		United StatesCOM3,2233,553+330$28,882$33,146+$4,2642025-01-24
Q4 2024RADIUS RECYCLING INC
CUSIP 806882106		United StatesCL A744749+5$13,795$11,403-$2,3922025-01-24
Q4 2024HESS CORP
CUSIP 42809H107		United StatesCOM98110+12$13,308$14,631+$1,3232025-01-24
Q4 2024PIONEER DIVERSIFIED HIGH INC
CUSIP 723653101		United StatesCOM4,9055,161+256$60,327$60,900+$5732025-01-24
Q4 2024SENSEONICS HLDGS INC
CUSIP 81727U105		United StatesCOM1,5241,535+11$533$798+$2652025-01-24
Q4 2024JUNIPER NETWORKS INC
CUSIP 48203R104		United StatesCOM1,6581,732+74$64,629$64,863+$2342025-01-24
Q4 2024OUTFRONT MEDIA INC
CUSIP 69007J106		United StatesCOM1,4791,538+59$27,184$27,284+$1002025-01-24
Q4 2024PREMIER INC
CUSIP 74051N102		United StatesCL A4647+1$920$996+$762025-01-24

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