Aspire Capital Advisors LLC Reduced Holdings in Q2 2025

Aspire Capital Advisors LLC

  • $334 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-138K
- 13.29%
$24.32 - $27.87 $3.36M - $3.85M
902K $23.9M
XLV
Select Sector Spdr Fund Health

ETFs
-30.7K
- 88.84%
$128.77 - $144.3 $3.95M - $4.42M
3.85K $518K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-30.4K
- 52.53%
$114.78 - $133.31 $3.49M - $4.05M
27.5K $3.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-71.9K
- 37.09%
$50.36 - $50.68 $3.62M - $3.64M
122K $6.18M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-50.7K
- 21.98%
$35.35 - $42.68 $1.79M - $2.16M
180K $7.66M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-21.5K
- 44.14%
$61.08 - $74.04 $1.31M - $1.59M
27.2K $2.02M
VO
Vanguard Mid Cap ETF

ETFs
-5.66K
- 15.23%
$228.54 - $279.83 $1.29M - $1.58M
31.5K $8.81M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-33.6K
- 58.23%
$22.27 - $29.21 $748K - $982K
24.1K $704K
HEWJ
Ishares Currency Hedged Msci J

ETFs
-17.6K
- 64.41%
$36.78 - $45.25 $647K - $796K
9.72K $435K
PAVE
Global X Fds Us Infrastructure

ETFs
-28.5K
- 25.05%
$33.78 - $43.68 $962K - $1.24M
85.3K $3.72M
SBUX
Starbucks Corp

Consumer Cyclical
-2.99K
- 12.44%
$79.69 - $99.41 $238K - $297K
21K $1.93M
AAPL
Apple Inc.

Technology
-92
- 0.42%
$172.42 - $223.89 $15.9K - $20.6K
21.7K $4.45M
PCAR
Paccar Inc

Industrials
-3.45K
- 15.42%
$86.4 - $99.09 $298K - $341K
18.9K $1.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-17.5K
- 16.9%
$40.94 - $52.1 $717K - $913K
86.2K $4.49M
RDVY
First Trust Rising Dividend Ac

ETFs
-3.91K
- 39.11%
$51.6 - $62.74 $202K - $246K
6.09K $382K
LLY
Eli Lilly & CO

Healthcare
-156
- 24.61%
$713.71 - $898.95 $111K - $140K
478 $372K
XOM
Exxon Mobil Corp

Energy
-727
- 11.86%
$99.93 - $119.04 $72.6K - $86.5K
5.4K $582K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-877
- 29.43%
$162.34 - $192.15 $142K - $169K
2.1K $404K
V
Visa Inc.

Financial Services
-214
- 21.66%
$308.27 - $373.31 $66K - $79.9K
774 $274K
AMGN
Amgen Inc

Healthcare
-50
- 3.17%
$262.28 - $309.85 $13.1K - $15.5K
1.53K $426K
PEP
Pepsico Inc

Consumer Defensive
-57
- 3.1%
$128.02 - $151.37 $7.3K - $8.63K
1.78K $235K
CRM
Salesforce, Inc.

Technology
-149
- 8.21%
$236.26 - $291.15 $35.2K - $43.4K
1.67K $454K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 1.34%
$285.55 - $321.23 $4.28K - $4.82K
1.11K $322K
ALK
Alaska Air Group, Inc.

Industrials
-465
- 4.8%
$41.01 - $54.88 $19.1K - $25.5K
9.21K $455K
PM
Philip Morris International Inc.

Consumer Defensive
-227
- 15.97%
$149.23 - $184.95 $33.9K - $42K
1.19K $217K
Jacobs Solutions Inc
-135
- 2.46%
N/A
5.35K $0
T
At&T Inc.

Communication Services
-35
- 0.36%
$26.33 - $28.94 $922 - $1.01K
9.57K $277K
WMT
Walmart Inc.

Consumer Defensive
-146
- 5.33%
$81.79 - $99.98 $11.9K - $14.6K
2.6K $253K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.34K
- 4.91%
$20.42 - $25.3 $27.4K - $34K
26K $657K
CWCO
Consolidated Water Co. Ltd.

Utilities
-1.35K
- 12.41%
$22.81 - $30.14 $30.8K - $40.7K
9.53K $286K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-250
- 4.24%
$45.98 - $56.15 $11.5K - $14K
5.65K $316K
GOOG
Alphabet Inc.

Communication Services
-42
- 2.91%
$146.58 - $180.01 $6.16K - $7.56K
1.4K $248K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-81
- 0.09%
$47.46 - $55.3 $3.84K - $4.48K
85.4K $4.7M
VTI
Vanguard Total Stock Market Et

ETFs
-405
- 7.49%
$243.75 - $303.93 $98.7K - $123K
5K $1.52M
IBM
International Business Machines Corp

Technology
-2
- 0.23%
$221.03 - $294.78 $442 - $590
885 $260K
AVUV
American Centy ETF Tr Avantis

ETFs
-730
- 2.43%
$75.17 - $91.21 $54.9K - $66.6K
29.3K $2.67M
DE
Deere & CO

Industrials
-6
- 0.42%
$412.99 - $531.48 $2.48K - $3.19K
1.41K $715K
GOOGL
Alphabet Inc.

Communication Services
-410
- 5.84%
$144.7 - $178.6 $59.3K - $73.2K
6.61K $1.16M
NFLX
Netflix Inc

Communication Services
-13
- 5.2%
$855.86 - $1339.13 $11.1K - $17.4K
237 $317K
COST
Costco Wholesale Corp

Consumer Defensive
-76
- 1.9%
$908.13 - $1056.85 $69K - $80.3K
3.93K $3.89M
PLTR
Palantir Technologies Inc.

Technology
-494
- 11.31%
$74.01 - $144.25 $36.6K - $71.3K
3.87K $528K
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 1.13%
$498.8 - $620.9 $21.9K - $27.3K
3.86K $2.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.75K
- 3.43%
$19.1 - $23.83 $110K - $137K
162K $3.86M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-49
- 0.04%
$89.02 - $104.29 $4.36K - $5.11K
119K $12.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-311
- 1.36%
$167.32 - $223.3 $52K - $69.4K
22.5K $4.94M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-244
- 0.18%
$56.88 - $70.77 $13.9K - $17.3K
134K $9.47M
MSFT
Microsoft Corp

Technology
-438
- 0.94%
$354.56 - $497.45 $155K - $218K
46.2K $23M
Activity Summary
Buys All Purchases 49 New Holdings 16 Increased Positions 33 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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