Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aspire Wealth Management Corp (CIK 1916412) reported $185.8M across 196 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: XMMO ($12.7M, 6.83%), IWY ($11.2M, 6.01%), FNDF ($10.9M, 5.85%), COWZ ($10.3M, 5.54%), FNDX ($10.2M, 5.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XMMO | INVESCO EXCHANGE TRADED FD T | $12.7M | 6.83% | 105,435 | Added |
| 2 | IWY | ISHARES TR | $11.2M | 6.01% | 50,736 | Added |
| 3 | FNDF | SCHWAB STRATEGIC TR | $10.9M | 5.85% | 290,875 | Added |
| 4 | COWZ | PACER FDS TR | $10.3M | 5.54% | 177,977 | Added |
| 5 | FNDX | SCHWAB STRATEGIC TR | $10.2M | 5.51% | 142,682 | Added |
| 6 | MOAT | VANECK ETF TRUST | $9.5M | 5.09% | 97,632 | Trimmed |
| 7 | ILCG | ISHARES TR | $8.3M | 4.47% | 98,778 | Added |
| 8 | XSVM | INVESCO EXCHANGE TRADED FD T | $6.9M | 3.71% | 125,454 | Added |
| 9 | HFXI | NEW YORK LIFE INVESTMENTS ET | $6.2M | 3.34% | 224,755 | Added |
| 10 | IHDG | WISDOMTREE TR | $5.9M | 3.20% | 130,045 | Trimmed |
| 11 | DGRO | ISHARES TR | $5.8M | 3.12% | 92,470 | Trimmed |
| 12 | VBR | VANGUARD INDEX FDS | $5.5M | 2.96% | 27,398 | Added |
| 13 | AAPL | APPLE INC | $4.5M | 2.42% | 19,317 | Trimmed |
| 14 | SPLG | SPDR SER TR | $4.0M | 2.13% | 58,744 | Trimmed |
| 15 | ICVT | ISHARES TR | $3.0M | 1.61% | 35,808 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $2.6M | 1.38% | 4,859 | Trimmed |
| 17 | SCHD | SCHWAB STRATEGIC TR | $2.5M | 1.36% | 29,945 | Trimmed |
| 18 | XSMO | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.25% | 35,094 | Added |
| 19 | MGC | VANGUARD WORLD FD | $2.2M | 1.21% | 10,865 | Trimmed |
| 20 | XLG | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.04% | 40,682 | Trimmed |
| 21 | VOT | VANGUARD INDEX FDS | $1.8M | 0.97% | 7,397 | Trimmed |
| 22 | QUAL | ISHARES TR | $1.8M | 0.95% | 9,845 | Added |
| 23 | UITB | VICTORY PORTFOLIOS II | $1.7M | 0.94% | 36,349 | Added |
| 24 | IVW | ISHARES TR | $1.6M | 0.87% | 16,882 | Trimmed |
| 25 | FNDE | SCHWAB STRATEGIC TR | $1.6M | 0.84% | 48,290 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30