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CIK: 0001916412
Total reported value
$185.8M
$185.8M
180 檔
27.0%
As reported in its official Q2 2024 Form 13F filing, Aspire Wealth Management Corp's tracked investment portfolio stood at $185.8M with 180 total positions.
During Q2 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 | 6.80% | — | +3.26% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.15% | — | +6.89% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 5.60% | — | +23.54% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.12% | — | +25.14% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.01% | — | -1.54% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.88% | — | +37.63% | |
| 7 | ILCG | Ishares Morningstar Growth E | ETF-Other | 4.59% | — | -0.83% | |
| 8 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.75% | — | +2.72% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-Other | 3.45% | — | -0.96% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.08% | — | -1.52% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.83% | — | -0.11% | |
| 12 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 2.79% | — | +123.30% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | — | -9.86% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.35% | — | +0.04% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.23% | — | -38.13% | |
| 16 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.66% | — | -0.77% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | — | +1.36% | |
| 18 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.25% | — | — | |
| 19 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.17% | — | +222.97% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.10% | — | -1.70% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.99% | — | -2.70% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.98% | — | -6.48% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | — | +56.06% | |
| 24 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.90% | — | +21.44% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | — | -5.17% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.87% | — | -23.55% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.82% | — | +8.32% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | — | +6.70% | |
| 29 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.80% | — | -44.97% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | — | -0.19% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | — | +2.82% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.74% | — | +4.60% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.70% | — | +68.13% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | — | +7.17% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | — | +11.95% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | -0.52% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | — | +2.70% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | — | -5.16% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | — | +0.74% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | — | -30.24% | |
| 41 | DFIS | Dimensional International Sm | ETF-Other | 0.52% | — | +16.71% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | — | -3.39% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.45% | — | -0.51% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.44% | — | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | — | -3.18% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | — | +8.44% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.42% | — | -3.25% | |
| 48 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.42% | — | +11.97% | |
| 49 | IQLT | Ishares Msci International Q | ETF-Other | 0.41% | — | +3.58% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.41% | — | — |
According to official SEC Form 13F filings, Aspire Wealth Management Corp reported a total U.S. public equity portfolio value of $185.8M across 180 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including XMMO, IWY, FNDF) accounted for 27.0% of total reported equity market value during Q2 2024.
During Q2 2024, Aspire Wealth Management Corp's top holdings by market value included XMMO (6.8%)、IWY (6.2%)、FNDF (5.6%). The largest single position, XMMO, represented 6.8% of total portfolio value.
In Q2 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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