Aspireon Wealth Advisors Sells in Q1 2023

Aspireon Wealth Advisors

  • $183 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-23.3K
- 25.16%
$208.78 - $230.55 $4.87M - $5.37M
69.3K $15.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-94.1K
- 76.07%
$38.45 - $43.18 $3.62M - $4.06M
29.6K $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-17.6K
- 16.57%
$381.13 - $418.66 $6.71M - $7.37M
88.7K $36.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11.9K
- 35.97%
$348.66 - $382.94 $4.16M - $4.56M
21.2K $7.98M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-19K
- 19.52%
$71.42 - $89.43 $1.36M - $1.7M
78.3K $5.95M
IEMG
Ishares Inc

ETFs
-25.2K
- 39.54%
$46.2 - $52.12 $1.17M - $1.31M
38.6K $1.88M
HDV
Ishares Core High Dividend ETF

ETFs
-9.85K
- 20.64%
$97.23 - $106.66 $958K - $1.05M
37.9K $3.85M
VEA
Vanguard Ftse Developed Market

ETFs
-25.7K
- 19.5%
$42.2 - $46.17 $1.09M - $1.19M
106K $4.8M
EMB
Ishares Tr

ETFs
-9.12K
- 44.46%
$83.99 - $89.55 $766K - $817K
11.4K $983K
MUB
Ishares National Muni Bond ETF

ETFs
-5.72K
- 39.77%
$104.99 - $108.49 $601K - $621K
8.66K $933K
ICLN
Ishares

ETFs
-16.7K
- 7.72%
$18.32 - $21.36 $306K - $357K
200K $3.95M
MSFT
Microsoft Corp

Technology
-2.28K
- 40.53%
$222.31 - $288.3 $508K - $658K
3.35K $966K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.22K
- 13.92%
$92.27 - $107.68 $389K - $454K
26.1K $2.52M
FIP
Ftai Infrastructure LLC
-87.7K
- 12.81%
$2.37 - $3.68 $208K - $323K
597K $1.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.16K
- 10.1%
$96.32 - $100.79 $111K - $117K
10.3K $1.03M
KO
Coca Cola CO

Consumer Defensive
-1.09K
- 8.81%
$58.86 - $63.4 $64K - $68.9K
11.3K $698K
WMT
Walmart Inc.

Consumer Defensive
-802
- 15.5%
$136.97 - $147.45 $110K - $118K
4.37K $645K
JPM
Jpmorgan Chase & CO

Financial Services
-334
- 4.35%
$124.91 - $143.8 $41.7K - $48K
7.34K $957K
TMF
Direxion Daily 20+ Yr Tsy Bull

ETFs
-41.8K
- 7.5%
$7.46 - $9.76 $312K - $408K
516K $4.59M
AAPL
Apple Inc.

Technology
-128
- 0.32%
$125.02 - $164.9 $16K - $21.1K
39.3K $6.48M
Activity Summary
Buys All Purchases 13 New Holdings 3 Increased Positions 10 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aspireon Wealth Advisors Portfolio

Follow Aspireon Wealth Advisors 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 Aspireon Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Aspireon Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email