Aspireon Wealth Advisors Portfolio Holdings
Aspireon Wealth Advisors
- $183 Million
- Q1 2023
Aspireon Wealth Advisors has filed its 13F form on May 22, 2023 for Q1 2023 where it was disclosed a total value porftolio of $183 Million distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.5M, Ishares Barclays 20+ Year Trea with a value of $26.3M, Ishares Tr Russell 1000 ETF with a value of $15.6M, Ishares Tr Tips Bd ETF with a value of $10.4M, and Ishares Gold Trust with a value of $10M.
Examining the 13F form we can see an decrease of $11.2M in the current position value, from $195M to 183M.
Below you can find more details about Aspireon Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$183 Million
ETFs: $167 Million
Technology: $7.44 Million
Financial Services: $2.45 Million
Consumer Defensive: $1.34 Million
Energy: $492,000
Communication Services: $320,000
Healthcare: $248,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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