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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.8M
$248,000 0.14% of portfolio
48,129
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $183 Million
  • Prior Value $195 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 22, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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