Aspire Capital Advisors LLC Purchases in Q4 2024

Aspire Capital Advisors LLC

  • $340 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
23.2K
New
$160.52 - $179.11 $3.73M - $4.16M
23.2K $3.79M
IWY
Ishares Tr Russell 200 Growth

ETFs
4.3K
+ 3.59%
$216.72 - $244.71 $932K - $1.05M
124K $29.2M
HEWJ
Ishares Currency Hedged Msci J

ETFs
43K
+ 203.1%
$40.78 - $43.67 $1.75M - $1.88M
64.1K $2.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.21K
+ 3.72%
$521.84 - $558.82 $1.15M - $1.23M
61.6K $33.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
85.9K
+ 845.39%
$25.93 - $105.3 $2.23M - $9.05M
96.1K $2.68M
XLG
Invesco Exchange Traded Fd Tr

ETFs
22.3K
+ 14.44%
$46.94 - $51.62 $1.05M - $1.15M
177K $8.85M
AMZN
Amazon Com Inc

Consumer Cyclical
2.68K
+ 11.94%
$180.88 - $232.93 $485K - $625K
25.2K $5.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.59K
New
$176.42 - $186.91 $634K - $671K
3.59K $639K
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.9K
New
$22.4 - $68.28 $602K - $1.84M
26.9K $623K
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.51K
+ 3.86%
$97.11 - $104.1 $535K - $573K
148K $14.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.5K
New
$126.68 - $134.74 $443K - $471K
3.5K $445K
RDVY
First Trust Rising Dividend Ac

ETFs
7.56K
+ 3.66%
$58.65 - $64.37 $443K - $487K
214K $12.6M
AAPL
Apple Inc.

Technology
18
+ 0.08%
$221.69 - $259.02 $3.99K - $4.66K
22.3K $5.59M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
742K
+ 213.56%
$26.93 - $84.95 $20M - $63M
1.09M $29.8M
PLTR
Palantir Technologies Inc.

Technology
4.4K
New
$36.46 - $82.38 $160K - $362K
4.4K $332K
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 2.31%
$213.65 - $479.86 $10.5K - $23.5K
2.17K $877K
SPY
Spdr S&P 500 ETF Trust

ETFs
257
+ 2.01%
$567.81 - $607.81 $146K - $156K
13.1K $7.66M
V
Visa Inc.

Financial Services
960
New
$273.87 - $320.91 $263K - $308K
960 $303K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.7K
New
$80.13 - $83.77 $297K - $310K
3.7K $297K
COST
Costco Wholesale Corp

Consumer Defensive
152
+ 3.68%
$873.59 - $994.69 $133K - $151K
4.28K $3.92M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.75K
+ 3.75%
$44.33 - $49.55 $388K - $433K
242K $10.9M
AVUV
American Centy ETF Tr Avantis

ETFs
2.25K
+ 3.93%
$94.37 - $106.41 $213K - $240K
59.6K $5.75M
AIQ
Global X Funds Global X Artifi

ETFs
1.9K
+ 1.68%
$36.57 - $40.57 $69.4K - $77K
115K $4.44M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13.6K
+ 3.55%
$80.93 - $85.66 $1.1M - $1.17M
398K $32.2M
BX
Blackstone Inc.

Financial Services
1.25K
New
$148.45 - $199.05 $185K - $248K
1.25K $215K
HFWA
Heritage Financial Corp

Financial Services
8.76K
New
$20.77 - $27.28 $182K - $239K
8.76K $214K
NFLX
Netflix Inc

Communication Services
239
New
$687.65 - $936.56 $164K - $224K
239 $213K
GOOGL
Alphabet Inc.

Communication Services
265
+ 3.96%
$161.86 - $196.66 $42.9K - $52.1K
6.95K $1.32M
T
At&T Inc.

Communication Services
8.98K
New
$21.22 - $23.88 $190K - $214K
8.98K $204K
SCHW
Schwab Charles Corp

Financial Services
2.72K
New
$63.31 - $82.85 $172K - $225K
2.72K $201K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.8K
+ 5.93%
$71.75 - $75.11 $776K - $812K
193K $13.9M
NVDA
Nvidia Corp

Technology
200
+ 1.64%
$117.0 - $148.88 $23.4K - $29.8K
12.4K $1.67M
IEF
Ishares Barclays

ETFs
4.55K
+ 10.7%
$92.08 - $98.18 $419K - $446K
47K $4.35M
MSFT
Microsoft Corp

Technology
1.35K
+ 2.96%
$406.35 - $454.46 $549K - $614K
47K $19.8M
CRM
Salesforce, Inc.

Technology
66
+ 3.77%
$270.87 - $367.87 $17.9K - $24.3K
1.82K $606K
PCAR
Paccar Inc

Industrials
30
+ 0.13%
$97.92 - $118.41 $2.94K - $3.55K
22.3K $2.32M
LLY
Eli Lilly & CO

Healthcare
160
+ 33.83%
$727.2 - $932.06 $116K - $149K
633 $488K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.71K
+ 3.32%
$56.06 - $61.35 $208K - $227K
115K $6.52M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.05%
$570.51 - $610.59 $1.14K - $1.22K
3.9K $2.3M
WMT
Walmart Inc.

Consumer Defensive
237
+ 8.97%
$79.1 - $95.7 $18.7K - $22.7K
2.88K $260K
META
Meta Platforms, Inc.

Communication Services
59
+ 10.79%
$554.08 - $632.68 $32.7K - $37.3K
606 $357K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.44K
+ 5.04%
$98.47 - $109.35 $240K - $267K
50.9K $5.01M
TMUS
T Mobile Us, Inc.

Communication Services
5
+ 0.23%
$206.1 - $246.94 $1.03K - $1.23K
2.14K $472K
DE
Deere & CO

Industrials
28
+ 2.0%
$389.45 - $466.0 $10.9K - $13K
1.43K $606K
ORCL
Oracle Corp

Technology
121
+ 6.52%
$165.41 - $192.43 $20K - $23.3K
1.98K $329K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4
+ 0.14%
$81.6 - $90.89 $326 - $364
2.84K $244K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.26%
$417.69 - $450.94 $835 - $902
765 $325K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.92K
+ 200.53%
$27.54 - $83.04 $273K - $824K
14.9K $412K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 4.47%
$385.02 - $431.37 $11.9K - $13.4K
725 $282K
Activity Summary
Buys All Purchases 64 New Holdings 12 Increased Positions 52 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aspire Capital Advisors LLC Portfolio

Follow Aspire Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspire Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email