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ASPIREON WEALTH ADVISORS | |
| ASPIREON WEALTH ADVISORS | |
| Last update 2022-05-11 | 43 Stocks (3 new) |
| Value $267.00 Mil | Turnover 32 % |
| Guru Portfolio Report Download | |
ASPIREON WEALTH ADVISORS has disclosed 43 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2022-03-31. The current portfolio value is calculated to be $267.00 Mil. The turnover rate is 32%.
In ASPIREON WEALTH ADVISORS's current portfolio as of 2022-03-31, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), iShares 20+ Year Treasury Bond ETF (TLT), SPDR Bloomberg High Yield Bond ETF (JNK), iShares TIPS Bond ETF (TIP), Invesco S&P 500 Pure Value ETF (RPV), not including call and put options.
ASPIREON WEALTH ADVISORS did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ASPIREON WEALTH ADVISORS, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ASPIREON WEALTH ADVISORS, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ASPIREON WEALTH ADVISORS.
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