Aspire Wealth Management Corp Portfolio Holdings

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

Aspire Wealth Management Corp has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $174 Million distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $12.7M, Ishares Tr Russell 200 Growth with a value of $11.2M, Schwab Fundamental Intl Large with a value of $10.9M, Pacer Fds Tr Us Cash Cows 100 with a value of $10.3M, and Schwab Fundamental U S Large C with a value of $10.2M.

Examining the 13F form we can see an increase of $8.74M in the current position value, from $166M to 174M.

Aspire Wealth Management Corp is based out at Waltham, MA

Below you can find more details about Aspire Wealth Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $174 Million
ETFs: $157 Million
Technology: $6.21 Million
Consumer Cyclical: $3.04 Million
Communication Services: $1.67 Million
Financial Services: $1.47 Million
Energy: $1.35 Million
Healthcare: $1.25 Million
Industrials: $1.18 Million
Other: $1.16 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.95B
$257,000 0.15% of portfolio
13,687
Q2 2023 Added 12.77%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $174 Million
  • Prior Value $166 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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