Aspire Wealth Management Corp Incresed Positions in Q3 2024

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
15.5K
+ 12.15%
$65.36 - $71.76 $1.01M - $1.11M
143K $10.2M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
42.3K
+ 23.17%
$25.13 - $27.92 $1.06M - $1.18M
225K $6.21M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.6K
+ 8.29%
$53.41 - $57.9 $728K - $789K
178K $10.3M
FNDF
Schwab Fundamental Intl Large

ETFs
11.7K
+ 4.17%
$33.67 - $37.71 $392K - $439K
291K $10.9M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 1.18%
$110.22 - $120.89 $136K - $149K
105K $12.7M
EFV
Msci Eafe Value ETF

ETFs
12.9K
+ 132.0%
$51.72 - $57.96 $667K - $748K
22.7K $1.3M
VBR
Vanguard Small Cap Value ETF

ETFs
321
+ 1.19%
$179.99 - $201.6 $57.8K - $64.7K
27.4K $5.5M
RECS
Columbia ETF Tr I

ETFs
14.3K
+ 83.98%
$30.74 - $33.91 $439K - $484K
31.3K $1.06M
IWY
Ishares Tr Russell 200 Growth

ETFs
642
+ 1.28%
$194.66 - $225.97 $125K - $145K
50.7K $11.2M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
481
+ 0.38%
$51.3 - $59.04 $24.7K - $28.4K
125K $6.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.93K
+ 36.52%
$44.83 - $47.42 $266K - $281K
22.2K $1.04M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.05K
+ 224.53%
$61.47 - $67.36 $249K - $273K
5.85K $393K
TSLA
Tesla, Inc.

Consumer Cyclical
113
+ 2.97%
$191.76 - $263.26 $21.7K - $29.7K
3.92K $1.03M
XSMO
Invesco S&P Smallcap Momentum

ETFs
933
+ 2.73%
$59.5 - $67.14 $55.5K - $62.6K
35.1K $2.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
674
+ 7.35%
$162.64 - $179.3 $110K - $121K
9.85K $1.77M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.87K
+ 38.48%
$56.04 - $62.99 $161K - $181K
10.3K $632K
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.02K
+ 5.87%
$45.71 - $48.29 $92.1K - $97.3K
36.3K $1.74M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
998
+ 26.32%
$94.31 - $103.26 $94.1K - $103K
4.79K $491K
BNDX
Vanguard Total International B

ETFs
1.2K
+ 4.82%
$48.42 - $50.35 $58.3K - $60.6K
26.2K $1.32M
VUG
Vanguard Growth ETF

ETFs
104
+ 2.78%
$341.08 - $391.94 $35.5K - $40.8K
3.85K $1.48M
FNDA
Schwab Fundamental U S Small C

ETFs
209
+ 1.57%
$54.26 - $60.01 $11.3K - $12.5K
13.5K $803K
IQLT
Ishares Msci Intl Quality Fact

ETFs
456
+ 2.47%
$37.37 - $41.82 $17K - $19.1K
18.9K $784K
USTB
Victory Portfolios Ii Victorys

ETFs
897
+ 11.41%
$49.79 - $50.91 $44.7K - $45.7K
8.76K $444K
WPC
W. P. Carey Inc.

Real Estate
35
+ 0.57%
$54.63 - $63.96 $1.91K - $2.24K
6.21K $387K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
56
+ 0.55%
$41.9 - $48.26 $2.35K - $2.7K
10.3K $491K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
26
+ 0.69%
$117.9 - $128.2 $3.07K - $3.33K
3.79K $486K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
75
+ 1.57%
$80.13 - $88.89 $6.01K - $6.67K
4.84K $427K
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.15%
$160.76 - $177.82 $965 - $1.07K
4.05K $700K
PFM
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.14%
$42.65 - $46.55 $512 - $559
8.56K $398K
XOM
Exxon Mobil Corp

Energy
77
+ 0.67%
$109.72 - $119.0 $8.45K - $9.16K
11.5K $1.35M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
492
+ 59.42%
$50.64 - $55.7 $24.9K - $27.4K
1.32K $73K
DFSV
Dimensional ETF Tr Dimensional

ETFs
162
+ 2.2%
$28.25 - $31.7 $4.58K - $5.14K
7.53K $231K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
138
+ 7.31%
$60.1 - $66.57 $8.29K - $9.19K
2.03K $134K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
18
+ 0.49%
$43.25 - $48.57 $779 - $874
3.69K $177K
DUHP
Dimensional ETF Tr Dimensional

ETFs
67
+ 0.98%
$30.74 - $34.07 $2.06K - $2.28K
6.93K $236K
SCHA
Schwab Strategic Tr Us Small C

ETFs
20
+ 0.66%
$46.9 - $51.96 $938 - $1.04K
3.05K $157K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
33
+ 1.57%
$65.15 - $72.97 $2.15K - $2.41K
2.14K $155K
CCL
Carnival Corp

Consumer Cyclical
1K
+ 3.8%
$14.01 - $19.18 $14K - $19.2K
27.3K $505K
MGK
Vanguard Mega Cap Growth ETF

ETFs
26
+ 12.94%
$285.48 - $330.24 $7.42K - $8.59K
227 $73K
MBB
Ishares Tr

ETFs
18
+ 1.02%
$90.85 - $96.66 $1.64K - $1.74K
1.78K $170K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.19%
$255.18 - $283.2 $255 - $283
529 $149K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
17
+ 0.91%
$50.67 - $56.52 $861 - $961
1.89K $104K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
35
+ 7.61%
$113.45 - $126.18 $3.97K - $4.42K
495 $62K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
141
+ 5.85%
$25.21 - $28.46 $3.55K - $4.01K
2.55K $71K
LRGF
Ishares Tr

ETFs
2
+ 0.1%
$52.89 - $58.77 $106 - $118
2.04K $119K
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 0.25%
$126.32 - $140.44 $126 - $140
409 $57K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
42
+ 1.57%
$23.56 - $24.48 $990 - $1.03K
2.72K $66K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.25%
$93.07 - $102.32 $93.1 - $102
405 $41K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.95%
$82.97 - $98.97 $83 - $99
106 $10K
Activity Summary
Buys All Purchases 74 New Holdings 17 Increased Positions 57 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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