AW
| |
Aspire Wealth Management Corp13F | |
| Aspire Wealth Management Corp | |
| Last update 2024-10-31 | 194 Stocks (16 new) |
| Value $186.00 Mil | Turnover 9 % |
Aspire Wealth Management Corp Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XMMO | Invesco S&P MidCap Momentum ETF | 105,435 | 12,687.0 | +1.18% | 6.840 | +0.08% | 0.490 | +18.85% | +6.28% | 4,012.6 | ||
IWY | iShares Russell Top 200 Growth ETF | 50,736 | 11,164.5 | +1.28% | 6.020 | +0.08% | 0.090 | +22.77% | +5.79% | 14,044.9 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 290,875 | 10,870.0 | +4.17% | 5.860 | +0.23% | 0.080 | +14.74% | +22.61% | 16,613.1 | ||
COWZ | Pacer US Cash Cows 100 ETF | 177,977 | 10,292.4 | +8.29% | 5.550 | +0.42% | 0.040 | +9.55% | +0.99% | 21,239.1 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 428,046 | 10,238.9 | +236.44% | 5.520 | +3.88% | 0.020 | +10.96% | +6.60% | 18,945.1 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 97,632 | 9,465.5 | -3.36% | 5.100 | -0.17% | 0.060 | +16.13% | +4.45% | 13,100.6 | ||
JKE |
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
| 98,778 | 8,301.3 | +0.13% | 4.470 | +0.01% | - | +15.68% | +7.66% | 0 | ||
XSVM |
Invesco S&P SmallCap Value with Momentum ETF
Invesco S&P SmallCap Value with Momentum ETF
| 125,454 | 6,898.7 | +0.38% | 3.720 | +0.01% | 0.850 | +14.44% | +0.93% | 596.3 | ||
HFXI |
NYLI FTSE International Equity Currency Neutral ETF
NYLI FTSE International Equity Currency Neutral ETF
| 224,755 | 6,212.2 | +23.17% | 3.350 | +0.63% | 0.780 | +12.56% | +15.46% | 1,031.5 | ||
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 130,045 | 5,943.1 | -1.66% | 3.200 | -0.06% | 0.210 | +9.65% | +5.33% | 2,510.4 |
Aspire Wealth Management Corp's Historical Top Holdings Breakdowns
Aspire Wealth Management Corp's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2024-09-30 | Add Add | +3.88% | 21.79 ($23.01) 23.92 | $25.02 | 8.74% | Add 236.44% | 428,046 | 100,272 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2024-09-30 | Reduce Reduce | -0.87% | 106.11 ($110.63) 113.72 | $109.06 | -1.42% | Reduce -99.91% | 13 | -14,124 | |
HFXI |
NYLI FTSE International Equity Currency Neutral ETF
NYLI FTSE International Equity Currency Neutral ETF
| 2024-09-30 | Add Add | +0.63% | 25.13 ($26.96) 27.92 | $29.64 | 9.94% | Add 23.17% | 224,755 | 42,278 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add Add | +0.60% | 25.67 ($27.24) 28.35 | $27.35 | 0.40% | Add 78.85% | 89,835 | 13,202 | |
COWZ | Pacer US Cash Cows 100 ETF | 2024-09-30 | Add Add | +0.42% | 53.41 ($56.03) 57.9 | $56.63 | 1.07% | Add 8.29% | 177,977 | 13,624 | |
EFV | iShares MSCI EAFE Value ETF | 2024-09-30 | Add Add | +0.40% | 51.72 ($55.22) 57.96 | $63.95 | 15.81% | Add 132% | 22,669 | 12,898 | |
ONEY | SPDR Russell 1000 Yield Focus ETF | 2024-09-30 | Reduce Reduce | -0.30% | 102.5 ($108.31) 112.27 | $111.82 | 3.24% | Reduce -37.66% | 8,392 | -5,069 | |
RECS | Columbia Research Enhanced Core ETF | 2024-09-30 | Add Add | +0.26% | 30.74 ($32.74) 33.91 | $37.37 | 14.14% | Add 83.98% | 31,281 | 14,279 | |
VBK | Vanguard Small Cap Growth ETF | 2024-09-30 | Reduce Reduce | -0.26% | 240.48 ($256.23) 267.94 | $281.56 | 9.89% | Reduce -49.11% | 1,857 | -1,792 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add Add | +0.25% | 23.16 ($25.16) 26.42 | $29.42 | 16.93% | Add 291.53% | 23,292 | 4,336 |
Aspire Wealth Management Corp Total Holding History ($B)
Aspire Wealth Management Corp's Asset Allocation
Aspire Wealth Management Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Aspire Wealth Management Corp's Hypothetical Growth since 2024-09-30
Aspire Wealth Management Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aspire Wealth Management Corp's Holdings Heat Map
Size field:
Aspire Wealth Management Corp's Holdings Bubble Chart
Aspire Wealth Management Corp News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers