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CIK: 0001916412
Total reported value
$185.8M
$185.8M
187 檔
24.6%
During the Q1 2024 filing period, Aspire Wealth Management Corp (CIK: 0001916412) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $185.8M across 187 reported positions.
During Q1 2024, Aspire Wealth Management Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 7.00% | — | +0.28% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.57% | — | +5.31% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.52% | — | +4.82% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.86% | — | +4.10% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.61% | — | +76.47% | |
| 6 | ILCG | Ishares Morningstar Growth E | ETF-Other | 4.53% | — | -0.86% | |
| 7 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 4.18% | — | +2.99% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.95% | — | -12.09% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.76% | — | +41.00% | |
| 10 | IHDG | Wisdomtree International Hed | ETF-Other | 3.70% | — | +2.05% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.32% | — | -2.56% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.14% | — | +1.33% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | — | -17.66% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.02% | — | -2.15% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.79% | — | -0.15% | |
| 16 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 1.60% | — | -48.86% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | — | +17.16% | |
| 18 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.32% | — | +603.73% | |
| 19 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.25% | — | -0.12% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.22% | — | -28.21% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.13% | — | -0.76% | |
| 22 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.09% | — | +1.13% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.05% | — | +41.40% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | — | +1.95% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.82% | — | -7.25% | |
| 26 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.79% | — | +11.64% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | — | +6.08% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | — | -0.52% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.75% | — | +3.30% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | — | -3.31% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.70% | — | — | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.69% | — | +56.49% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | — | -0.76% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | — | +23.67% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | -0.55% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | — | +152.30% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | — | -2.48% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | — | +3.44% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.55% | — | +49.06% | |
| 40 | DFIS | Dimensional International Sm | ETF-Other | 0.47% | — | — | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.47% | — | +0.13% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.46% | — | +63.23% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.45% | — | +0.55% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.45% | — | -45.11% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.45% | — | -38.65% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.45% | — | — | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.44% | — | -14.00% | |
| 48 | IQLT | Ishares Msci International Q | ETF-Other | 0.43% | — | +6.63% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | — | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | +4.38% |
According to official SEC Form 13F filings, Aspire Wealth Management Corp reported a total U.S. public equity portfolio value of $185.8M across 187 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XMMO, MOAT, IWY) accounted for 24.6% of total reported equity market value during Q1 2024.
During Q1 2024, Aspire Wealth Management Corp's top holdings by market value included XMMO (7.0%)、MOAT (5.6%)、IWY (5.5%). The largest single position, XMMO, represented 7.0% of total portfolio value.
In Q1 2024, Aspire Wealth Management Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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