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Aspireon Wealth Advisors Buys SPDR Bloomberg High Yield Bond ETF, iShares 20+ Year Treasury Bond ETF, The Hershey Co, Sells iShares TIPS Bond ETF, iShares Core S&P Small-Cap ETF, Invesco KBW Bank ETF

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Nov 16, 2021
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Investment company Aspireon Wealth Advisors (Current Portfolio) buys SPDR Bloomberg High Yield Bond ETF, iShares 20+ Year Treasury Bond ETF, The Hershey Co, Alphabet Inc, sells iShares TIPS Bond ETF, iShares Core S&P Small-Cap ETF, Invesco KBW Bank ETF, Vanguard High Dividend Yield Indx ETF, iShares Core U.S. Aggregate Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Aspireon Wealth Advisors. As of 2021Q3, Aspireon Wealth Advisors owns 38 stocks with a total value of $138 million. These are the details of the buys and sells.

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
  1. iShares Core S&P 500 ETF (IVV) - 84,482 shares, 26.41% of the total portfolio. Shares reduced by 18.47%
  2. SPDR Bloomberg High Yield Bond ETF (JNK) - 137,268 shares, 10.89% of the total portfolio. Shares added by 26.82%
  3. iShares 20+ Year Treasury Bond ETF (TLT) - 92,723 shares, 9.71% of the total portfolio. Shares added by 22.41%
  4. iShares TIPS Bond ETF (TIP) - 54,742 shares, 5.07% of the total portfolio. Shares reduced by 39.83%
  5. Apple Inc (AAPL) - 36,433 shares, 3.74% of the total portfolio. Shares reduced by 2.11%
New Purchase: The Hershey Co (HSY)

Aspireon Wealth Advisors initiated holding in The Hershey Co. The purchase prices were between $168.68 and $182.13, with an estimated average price of $176.68. The stock is now traded at around $178.570000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,260 shares as of 2021-09-30.

New Purchase: Alphabet Inc (GOOGL)

Aspireon Wealth Advisors initiated holding in Alphabet Inc. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2965.025000. The impact to a portfolio due to this purchase was 0.15%. The holding were 75 shares as of 2021-09-30.

Added: SPDR Bloomberg High Yield Bond ETF (JNK)

Aspireon Wealth Advisors added to a holding in SPDR Bloomberg High Yield Bond ETF by 26.82%. The purchase prices were between $107.32 and $109.34, with an estimated average price of $108.42. The stock is now traded at around $108.480000. The impact to a portfolio due to this purchase was 2.3%. The holding were 137,268 shares as of 2021-09-30.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Aspireon Wealth Advisors added to a holding in iShares 20+ Year Treasury Bond ETF by 22.41%. The purchase prices were between $143.45 and $151.4, with an estimated average price of $147.93. The stock is now traded at around $145.630000. The impact to a portfolio due to this purchase was 1.78%. The holding were 92,723 shares as of 2021-09-30.

Sold Out: Vanguard High Dividend Yield Indx ETF (VYM)

Aspireon Wealth Advisors sold out a holding in Vanguard High Dividend Yield Indx ETF. The sale prices were between $101.6 and $107.59, with an estimated average price of $105.07.

Sold Out: Vanguard S&P 500 ETF (VOO)

Aspireon Wealth Advisors sold out a holding in Vanguard S&P 500 ETF. The sale prices were between $389.4 and $415.37, with an estimated average price of $404.42.



Here is the complete portfolio of ASPIREON WEALTH ADVISORS. Also check out:

1. ASPIREON WEALTH ADVISORS's Undervalued Stocks
2. ASPIREON WEALTH ADVISORS's Top Growth Companies, and
3. ASPIREON WEALTH ADVISORS's High Yield stocks
4. Stocks that ASPIREON WEALTH ADVISORS keeps buying

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