- New Purchases: FINX, KWEB, RING, PFF, ICLN, ARKK, FTAI, BRMK,
- Added Positions: VGLT, TIP, JNK, GSG, IAU, MUB, JPM,
- Reduced Positions: IVV, IEFA, WMT, KBWB, TLT, VOO, AGG, VYM, IEMG, KO, VNM,
- Sold Out: MGK, SPXL, CADE, HYG,
For the details of ASPIREON WEALTH ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/aspireon+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of ASPIREON WEALTH ADVISORS- iShares Core S&P 500 ETF (IVV) - 100,000 shares, 35.04% of the total portfolio. Shares reduced by 7.41%
- iShares TIPS Bond ETF (TIP) - 87,000 shares, 9.88% of the total portfolio. Shares added by 17.57%
- iShares 20+ Year Treasury Bond ETF (TLT) - 52,000 shares, 6.29% of the total portfolio. Shares reduced by 3.7%
- Vanguard Long-Term Government Bond ETF (VGLT) - 60,000 shares, 4.49% of the total portfolio. Shares added by 552.17%
- Invesco KBW Bank ETF (KBWB) - 70,000 shares, 4.04% of the total portfolio. Shares reduced by 10.94%
Aspireon Wealth Advisors initiated holding in GLOBAL X FDS. The purchase prices were between $43.18 and $52.53, with an estimated average price of $47.03. The stock is now traded at around $47.070000. The impact to a portfolio due to this purchase was 3.95%. The holding were 100,000 shares as of 2021-03-31.
New Purchase: KraneShares CSI China Internet ETF (KWEB)Aspireon Wealth Advisors initiated holding in KraneShares CSI China Internet ETF. The purchase prices were between $74.37 and $103.56, with an estimated average price of $87.59. The stock is now traded at around $74.350000. The impact to a portfolio due to this purchase was 2.7%. The holding were 39,000 shares as of 2021-03-31.
New Purchase: ISHARES INC (RING)Aspireon Wealth Advisors initiated holding in ISHARES INC. The purchase prices were between $25.8 and $32.1, with an estimated average price of $28.54. The stock is now traded at around $30.000000. The impact to a portfolio due to this purchase was 1.8%. The holding were 71,000 shares as of 2021-03-31.
New Purchase: iShares U.S. Preferred Stock (PFF)Aspireon Wealth Advisors initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $36.86 and $38.25, with an estimated average price of $37.64. The stock is now traded at around $38.720000. The impact to a portfolio due to this purchase was 1.35%. The holding were 40,000 shares as of 2021-03-31.
New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)Aspireon Wealth Advisors initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $22.27 and $33.41, with an estimated average price of $27.97. The stock is now traded at around $23.240000. The impact to a portfolio due to this purchase was 1.17%. The holding were 55,000 shares as of 2021-03-31.
New Purchase: ARK Innovation ETF (ARKK)Aspireon Wealth Advisors initiated holding in ARK Innovation ETF. The purchase prices were between $110.26 and $156.58, with an estimated average price of $135.31. The stock is now traded at around $120.440000. The impact to a portfolio due to this purchase was 1.08%. The holding were 994 shares as of 2021-03-31.
Added: Vanguard Long-Term Government Bond ETF (VGLT)Aspireon Wealth Advisors added to a holding in Vanguard Long-Term Government Bond ETF by 552.17%. The purchase prices were between $81.67 and $95.36, with an estimated average price of $88.05. The stock is now traded at around $84.580000. The impact to a portfolio due to this purchase was 3.8%. The holding were 60,000 shares as of 2021-03-31.
Added: SPDR Bloomberg Barclays High Yield Bond ETF (JNK)Aspireon Wealth Advisors added to a holding in SPDR Bloomberg Barclays High Yield Bond ETF by 65.34%. The purchase prices were between $106.68 and $108.84, with an estimated average price of $107.86. The stock is now traded at around $108.900000. The impact to a portfolio due to this purchase was 0.32%. The holding were 83,000 shares as of 2021-03-31.
Added: iShares S&P GSCI Commodity-Indexed Trust (GSG)Aspireon Wealth Advisors added to a holding in iShares S&P GSCI Commodity-Indexed Trust by 214.96%. The purchase prices were between $12.24 and $14.76, with an estimated average price of $13.71. The stock is now traded at around $14.610000. The impact to a portfolio due to this purchase was 0.24%. The holding were 280,000 shares as of 2021-03-31.
Sold Out: Vanguard Mega Cap Growth ETF (MGK)Aspireon Wealth Advisors sold out a holding in Vanguard Mega Cap Growth ETF. The sale prices were between $194.82 and $214.9, with an estimated average price of $205.77.
Sold Out: Direxion Daily S&P 500 Bull 3X Shares (SPXL)Aspireon Wealth Advisors sold out a holding in Direxion Daily S&P 500 Bull 3X Shares. The sale prices were between $69.26 and $84.95, with an estimated average price of $78.49.
Sold Out: Cadence Bancorp (CADE)Aspireon Wealth Advisors sold out a holding in Cadence Bancorp. The sale prices were between $16.25 and $23.79, with an estimated average price of $20.34.
Sold Out: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)Aspireon Wealth Advisors sold out a holding in iShares iBoxx USD High Yield Corporate Bond ETF. The sale prices were between $85.44 and $87.17, with an estimated average price of $86.42.
Reduced: BTC iShares Core MSCI EAFE ETF (IEFA)Aspireon Wealth Advisors reduced to a holding in BTC iShares Core MSCI EAFE ETF by 35.71%. The sale prices were between $68.58 and $73.12, with an estimated average price of $71.46. The stock is now traded at around $75.360000. The impact to a portfolio due to this sale was -1.7%. Aspireon Wealth Advisors still held 45,000 shares as of 2021-03-31.
Reduced: Walmart Inc (WMT)Aspireon Wealth Advisors reduced to a holding in Walmart Inc by 85%. The sale prices were between $127.53 and $148.97, with an estimated average price of $139.05. The stock is now traded at around $139.710000. The impact to a portfolio due to this sale was -0.5%. Aspireon Wealth Advisors still held 600 shares as of 2021-03-31.
Reduced: Vanguard S&P 500 ETF (VOO)Aspireon Wealth Advisors reduced to a holding in Vanguard S&P 500 ETF by 42.86%. The sale prices were between $337.84 and $364.3, with an estimated average price of $353.45. The stock is now traded at around $381.740000. The impact to a portfolio due to this sale was -0.21%. Aspireon Wealth Advisors still held 800 shares as of 2021-03-31.
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