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Aspire Wealth Management Corp

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$185.79M
# of Holdings
196
Performance Rank
N/A
Allocation (Top 20)
N/A

Aspire Wealth Management Corp Holdings Map

Top 50 Aspire Wealth Management Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XMMO
INVESCO EXCHANGE TRADED FD T
6.83%105.4K$12.7M
+1.18%(+1.23K)
2023-Q3: 97.8K shares2023-Q4: 100.6K shares2024-Q1: 100.9K shares2024-Q2: 104.2K shares2024-Q3: 105.4K shares2024-09-30
IWY
ISHARES TR
6.01%50.7K$11.2M
+1.28%(+642)
2023-Q3: 42.5K shares2023-Q4: 44.7K shares2024-Q1: 46.9K shares2024-Q2: 50.1K shares2024-Q3: 50.7K shares2024-09-30
FNDF
SCHWAB STRATEGIC TR
5.85%290.9K$10.9M
+4.17%(+11.65K)
2023-Q3: 212.8K shares2023-Q4: 217.1K shares2024-Q1: 226.0K shares2024-Q2: 279.2K shares2024-Q3: 290.9K shares2024-09-30
COWZ
PACER FDS TR
5.54%178.0K$10.3M
+8.29%(+13.62K)
2023-Q3: 41.6K shares2023-Q4: 74.4K shares2024-Q1: 131.3K shares2024-Q2: 164.4K shares2024-Q3: 178.0K shares2024-09-30
FNDX
SCHWAB STRATEGIC TR
5.51%142.7K$10.2M
+12.15%(+15.45K)
2023-Q3: 39.8K shares2023-Q4: 65.6K shares2024-Q1: 92.4K shares2024-Q2: 127.2K shares2024-Q3: 142.7K shares2024-09-30
MOAT
VANECK ETF TRUST
5.09%97.6K$9.5M
-3.36%(-3.39K)
2023-Q3: 90.6K shares2023-Q4: 97.4K shares2024-Q1: 102.6K shares2024-Q2: 101.0K shares2024-Q3: 97.6K shares2024-09-30
ILCG
ISHARES TR
4.47%98.8K$8.3M
+0.13%(+133)
2023-Q3: 100.3K shares2023-Q4: 100.3K shares2024-Q1: 99.5K shares2024-Q2: 98.6K shares2024-Q3: 98.8K shares2024-09-30
XSVM
INVESCO EXCHANGE TRADED FD T
3.71%125.5K$6.9M
+0.38%(+481)
2023-Q3: 116.0K shares2023-Q4: 118.1K shares2024-Q1: 121.7K shares2024-Q2: 125.0K shares2024-Q3: 125.5K shares2024-09-30
HFXI
NEW YORK LIFE INVESTMENTS ET
3.34%224.8K$6.2M
+23.17%(+42.28K)
2023-Q3: 2.8K shares2023-Q4: 11.6K shares2024-Q1: 81.7K shares2024-Q2: 182.5K shares2024-Q3: 224.8K shares2024-09-30
IHDG
WISDOMTREE TR
3.2%130.0K$5.9M
-1.66%(-2.19K)
2023-Q3: 133.6K shares2023-Q4: 130.8K shares2024-Q1: 133.5K shares2024-Q2: 132.2K shares2024-Q3: 130.0K shares2024-09-30

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