Aspire Private Capital, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $385 Million distributed in 693 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $20.8M, Ssga Active Tr Spdr Ssga Fixed with a value of $20.8M, Vanguard Ftse Developed Market with a value of $20.2M, Spdr S&P 500 ETF Trust with a value of $17.1M, and Vanguard Value ETF with a value of $16.6M.

Examining the 13F form we can see an increase of $8.76M in the current position value, from $376M to 385M.

Below you can find more details about Aspire Private Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $385 Million
ETFs: $289 Million
Technology: $26 Million
Industrials: $11.7 Million
Financial Services: $11 Million
Consumer Cyclical: $9.54 Million
Healthcare: $9.11 Million
Communication Services: $8.25 Million
Consumer Defensive: $6.37 Million
Other: $12 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 693
  • Current Value $385 Million
  • Prior Value $376 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 36 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
Track This Portfolio

Track Aspire Private Capital, LLC Portfolio

Follow Aspire Private Capital, 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 Private Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Private Capital, LLC with notifications on news.