Aspire Wealth Management Corp 13F Holdings
CIK 0001916412 · WALTHAM, MA
As of Sep 30, 2024, Aspire Wealth Management Corp reported 196 positions worth
CIK 0001916412 · WALTHAM, MA
As of Sep 30, 2024, Aspire Wealth Management Corp reported 196 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 105,435 | 2.7M | 6.83% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 50,736 | 1.2M | 6.01% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 290,875 | 0.9M | 5.85% |
| PACER US CASH COWS 100 ETF | COWZ | — | 177,977 | 0.3M | 5.54% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 142,682 | 0.2M | 5.51% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 97,632 | $9.5M | 5.09% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 98,778 | $8.3M | 4.47% |
| INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | XSVM | — | 125,454 | $6.9M | 3.71% |
| NEW YORK LIFE INVESTMENTS ET | HFXI | — | 224,755 | $6.2M | 3.34% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 130,045 | $5.9M | 3.20% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 92,470 | $5.8M | 3.12% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 27,398 | $5.5M | 2.96% |
| APPLE INC | AAPL | Technology | 19,317 | $4.5M | 2.42% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 58,744 | $4.0M | 2.13% |
| ISHARES CONVERTIBLE BOND ETF | ICVT | — | 35,808 | $3.0M | 1.61% |
| VANGUARD 500 INDEX FUND | VOO | — | 4,859 | $2.6M | 1.38% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 29,945 | $2.5M | 1.36% |
| INVESCO S&P SMALLCAP MOMENTUM ETF | XSMO | — | 35,094 | $2.3M | 1.25% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 10,865 | $2.2M | 1.21% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 40,682 | .9M | 1.04% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 7,397 | .8M | 0.97% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 9,845 | .8M | 0.95% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 36,349 | .7M | 0.94% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 16,882 | .6M | 0.87% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 48,290 | .6M | 0.84% |