StockDriftsStockDriftsTop 50 Aspire Wealth Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO EXCHANGE TRADED FD T | 6.83% | 105.4K | $12.7M | +1.18%(+1.23K) | — | 2024-09-30 | |
| IWY | ISHARES TR | 6.01% | 50.7K | $11.2M | +1.28%(+642) | — | 2024-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 5.85% | 290.9K | $10.9M | +4.17%(+11.65K) | — | 2024-09-30 | |
| COWZ | PACER FDS TR | 5.54% | 178.0K | $10.3M | +8.29%(+13.62K) | — | 2024-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.51% | 142.7K | $10.2M | +12.15%(+15.45K) | — | 2024-09-30 | |
| MOAT | VANECK ETF TRUST | 5.09% | 97.6K | $9.5M | -3.36%(-3.39K) | — | 2024-09-30 | |
| ILCG | ISHARES TR | 4.47% | 98.8K | $8.3M | +0.13%(+133) | — | 2024-09-30 | |
| XSVM | INVESCO EXCHANGE TRADED FD T | 3.71% | 125.5K | $6.9M | +0.38%(+481) | — | 2024-09-30 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 3.34% | 224.8K | $6.2M | +23.17%(+42.28K) | — | 2024-09-30 | |
| IHDG | WISDOMTREE TR | 3.2% | 130.0K | $5.9M | -1.66%(-2.19K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Aspire Wealth Management Corp reports $185.79M in US-listed equity holdings across 196 positions in its most recent 13F filing. Its largest disclosed positions are XMMO (6.8%), IWY (6.0%) and FNDF (5.8%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aspire Wealth Management Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1916412). View Aspire Wealth Management Corp’s 13F filings on SEC