Aspire Wealth Management Corp - Q1 2022 holdings

$126 Million is the total value of Aspire Wealth Management Corp's 177 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 14.6% .

 Value Shares↓ Weighting
SCHD BuySCHWAB STRATEGIC TRus dividend eq$8,237,000
+10.2%
104,408
+12.9%
6.52%
+7.7%
ILCG BuyISHARES TRmorningstar grwt$6,834,000
-6.6%
105,142
+3.2%
5.41%
-8.7%
XMMO BuyINVESCO EXCHANGE TRADED FD Ts&p mdcp momntum$6,655,000
+0.2%
77,092
+5.6%
5.27%
-2.1%
IHDG BuyWISDOMTREE TRitl hdg qtly div$5,764,000
-4.3%
134,234
+2.0%
4.56%
-6.5%
DGRO SellISHARES TRcore div grwth$5,462,000
-5.2%
102,265
-1.3%
4.32%
-7.4%
IWL BuyISHARES TRrus top 200 etf$5,331,000
+29.6%
49,324
+36.7%
4.22%
+26.6%
LQD SellISHARES TRiboxx inv cp etf$4,858,000
-9.9%
40,166
-1.2%
3.84%
-12.0%
VBR SellVANGUARD INDEX FDSsm cp val etf$4,740,000
-3.2%
26,939
-1.7%
3.75%
-5.5%
FNDF BuySCHWAB STRATEGIC TRschwb fdt int lg$4,453,000
+84.8%
138,111
+86.3%
3.52%
+80.5%
AAPL BuyAPPLE INC$3,958,000
-1.4%
22,665
+0.2%
3.13%
-3.7%
VTI BuyVANGUARD INDEX FDStotal stk mkt$3,880,000
+2452.6%
17,043
+2609.5%
3.07%
+2395.9%
ONEY BuySPDR SER TRrussell yield$3,701,000
+238.6%
36,486
+235.1%
2.93%
+231.0%
XSVM BuyINVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt$3,693,000
+257.8%
68,552
+257.9%
2.92%
+249.5%
ICVT BuyISHARES TRconv bd etf$3,553,000
+0.9%
42,645
+8.0%
2.81%
-1.4%
SPLG BuySPDR SER TRportfolio s&p500$3,313,000
+49.8%
62,360
+57.5%
2.62%
+46.4%
ESGU BuyISHARES TResg awr msci usa$3,191,000
+7.2%
31,484
+14.1%
2.52%
+4.6%
XMLV SellINVESCO EXCH TRADED FD TR IIs&p midcp low$2,381,000
-50.3%
42,670
-48.0%
1.88%
-51.5%
XSLV SellINVESCO EXCH TRADED FD TR IIs&p smlcp low$1,866,000
-52.0%
38,057
-49.0%
1.48%
-53.1%
MGC SellVANGUARD WORLD FDmega cap index$1,740,000
-5.6%
10,942
-0.3%
1.38%
-7.8%
VOE BuyVANGUARD INDEX FDSmcap vl idxvip$1,618,000
+0.1%
10,811
+0.5%
1.28%
-2.2%
USMV SellISHARES TRmsci usa min vol$1,566,000
-42.7%
20,188
-40.2%
1.24%
-44.0%
VBK BuyVANGUARD INDEX FDSsml cp grw etf$1,426,000
-9.1%
5,745
+3.2%
1.13%
-11.3%
IWY BuyISHARES TRrus tp200 gr etf$1,362,000
+39.8%
8,575
+52.7%
1.08%
+36.6%
EFV BuyISHARES TReafe value etf$1,155,000
+20.2%
22,978
+20.4%
0.91%
+17.3%
TSLA BuyTESLA INC$1,136,000
+2.1%
1,054
+0.1%
0.90%
-0.3%
VO BuyVANGUARD INDEX FDSmid cap etf$1,100,000
+1.4%
4,627
+8.7%
0.87%
-1.0%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$1,083,000
-3.3%
22,861
+109.1%
0.86%
-5.5%
HEFA SellISHARES TRhdg msci eafe$1,054,000
-7.0%
31,045
-3.2%
0.83%
-9.2%
XLG  INVESCO EXCHANGE TRADED FD Ts&p 500 top 50$1,053,000
-4.8%
2,9970.0%0.83%
-7.0%
MDT NewMEDTRONIC PLC$1,039,0009,365
+100.0%
0.82%
VB SellVANGUARD INDEX FDSsmall cp etf$1,004,000
-7.1%
4,724
-1.3%
0.79%
-9.4%
VLUE SellISHARES TRmsci usa value$983,000
-20.1%
9,403
-16.3%
0.78%
-21.9%
MSFT BuyMICROSOFT CORP$969,000
+0.9%
3,143
+10.1%
0.77%
-1.4%
EFG SellISHARES TReafe grwth etf$917,000
-23.3%
9,524
-12.2%
0.73%
-25.1%
QAI SellINDEXIQ ETF TRhedge mlti etf$865,000
-21.3%
28,064
-18.8%
0.68%
-23.1%
XOM BuyEXXON MOBIL CORP$825,000
+35.0%
9,993
+0.0%
0.65%
+31.9%
VUG BuyVANGUARD INDEX FDSgrowth etf$793,000
+167.9%
2,758
+199.5%
0.63%
+161.7%
AMZN BuyAMAZON COM INC$704,0000.0%216
+2.4%
0.56%
-2.3%
IQDY SellFLEXSHARES TRint qltdvdynam$703,000
-17.4%
24,573
-12.5%
0.56%
-19.3%
VV BuyVANGUARD INDEX FDSlarge cap etf$699,000
+55.7%
3,354
+65.1%
0.55%
+51.9%
ISCG BuyISHARES TRmrgstr sm cp gr$617,000
-10.8%
13,962
+0.1%
0.49%
-13.0%
PG BuyPROCTER AND GAMBLE CO$610,000
-6.4%
3,991
+0.2%
0.48%
-8.5%
DNL BuyWISDOMTREE TRglb us qtly div$553,000
+54.5%
13,910
+69.1%
0.44%
+51.0%
SMLV SellSPDR SER TRssga us smal etf$550,000
-51.1%
4,818
-48.8%
0.44%
-52.3%
XSOE BuyWISDOMTREE TRem ex st-owned$542,000
+26.3%
16,598
+42.5%
0.43%
+23.3%
HYD NewVANECK ETF TRUSThigh yld munietf$490,0008,540
+100.0%
0.39%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$486,000
+19.1%
1,376
+0.8%
0.38%
+16.3%
IQLT SellISHARES TRmsci intl qualty$447,000
-77.0%
12,111
-75.5%
0.35%
-77.5%
SPEM NewSPDR INDEX SHS FDSportfolio emg mk$445,00011,506
+100.0%
0.35%
JHML SellJOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap$443,000
-47.4%
7,811
-44.9%
0.35%
-48.6%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$426,000
+0.2%
3,797
+0.1%
0.34%
-2.0%
DRSK BuyETF SER SOLUTIONSaptus defined$416,000
-2.3%
14,870
+0.8%
0.33%
-4.6%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$414,000
-7.6%
5,200
-1.6%
0.33%
-9.6%
SCHG BuySCHWAB STRATEGIC TRus lcap gr etf$393,000
-6.2%
5,246
+105.1%
0.31%
-8.3%
VOO BuyVANGUARD INDEX FDS$382,000
+101.1%
921
+111.7%
0.30%
+96.1%
XLE BuySELECT SECTOR SPDR TRenergy$376,000
+78.2%
4,914
+29.5%
0.30%
+74.3%
GOOG BuyALPHABET INCcap stk cl c$371,000
-1.3%
133
+2.3%
0.29%
-3.6%
FNDC BuySCHWAB STRATEGIC TRschwb fdt int sc$366,000
+56.4%
10,357
+65.6%
0.29%
+52.6%
QUAL SellISHARES TRmsci usa qlt fct$361,000
-76.9%
2,681
-75.0%
0.29%
-77.4%
SCHX BuySCHWAB STRATEGIC TRus lrg cap etf$352,000
-5.9%
6,536
+99.0%
0.28%
-7.9%
AMGN BuyAMGEN INC$344,000
+8.2%
1,424
+0.7%
0.27%
+5.4%
PFE SellPFIZER INC$336,000
-14.9%
6,492
-2.9%
0.27%
-16.9%
FNDX SellSCHWAB STRATEGIC TRschwab fdt us lg$324,000
-41.3%
5,535
-41.2%
0.26%
-42.7%
PFM BuyINVESCO EXCHANGE TRADED FD Tdivid achievev$322,000
-3.3%
8,387
+0.2%
0.26%
-5.6%
VGLT BuyVANGUARD SCOTTSDALE FDSlong term treas$321,000
+68.1%
3,987
+86.9%
0.25%
+63.9%
JHMM SellJOHN HANCOCK EXCHANGE TRADEDmultifactor mi$318,000
-17.6%
6,051
-12.8%
0.25%
-19.5%
AVY  AVERY DENNISON CORP$317,000
-19.7%
1,8240.0%0.25%
-21.6%
GOVT BuyISHARES TRus treas bd etf$315,000
-0.6%
12,651
+6.5%
0.25%
-3.1%
WPC BuyWP CAREY INC$309,000
-1.0%
3,827
+0.7%
0.24%
-3.2%
SLY SellSPDR SER TRs&p 600 sml cap$302,000
-48.6%
3,229
-45.3%
0.24%
-49.8%
IDHD  INVESCO EXCH TRADED FD TR IIs&p intl dev$294,000
-1.3%
11,1010.0%0.23%
-3.3%
BAC BuyBK OF AMERICA CORP$290,000
-7.3%
7,039
+0.0%
0.23%
-9.8%
IYW SellISHARES TRu.s. tech etf$290,000
-11.6%
2,810
-1.5%
0.23%
-13.9%
GSSC NewGOLDMAN SACHS ETF TRactivebeta us$287,0004,628
+100.0%
0.23%
PENN BuyPENN NATL GAMING INC$282,000
-6.9%
6,637
+13.7%
0.22%
-9.0%
IUSB BuyISHARES TRcore total usd$277,000
+24.2%
5,588
+32.4%
0.22%
+21.0%
IWB  ISHARES TRrus 1000 etf$272,000
-5.6%
1,0890.0%0.22%
-7.7%
FB BuyMETA PLATFORMS INCcl a$267,000
+5.5%
1,203
+59.8%
0.21%
+2.9%
GOOGL SellALPHABET INCcap stk cl a$264,000
-7.0%
95
-3.1%
0.21%
-9.1%
DDWM SellWISDOMTREE TRcurrncy int eq$263,000
-5.7%
8,555
-5.7%
0.21%
-8.0%
ANGL BuyVANECK ETF TRUSTfallen angel hg$245,000
-6.8%
8,064
+0.9%
0.19%
-8.9%
ESGA SellAMERICAN CENTY ETF TRsustainable eqty$239,000
-8.1%
4,251
-1.5%
0.19%
-10.4%
NewGENERAL ELECTRIC CO$233,0002,551
+100.0%
0.18%
VOT BuyVANGUARD INDEX FDSmcap gr idxvip$225,000
+309.1%
1,011
+368.1%
0.18%
+295.6%
RTX NewRAYTHEON TECHNOLOGIES CORP$214,0002,161
+100.0%
0.17%
NFLX  NETFLIX INC$205,000
-37.9%
5480.0%0.16%
-39.3%
VCSH BuyVANGUARD SCOTTSDALE FDSshrt trm corp bd$201,000
-2.9%
2,568
+0.8%
0.16%
-5.4%
SLYV SellSPDR SER TRs&p 600 smcp val$182,000
-8.5%
2,179
-7.4%
0.14%
-10.6%
SMLF SellISHARES TRmsci usa sml cp$177,000
-10.2%
3,246
-5.5%
0.14%
-12.5%
FUTY  FIDELITY COVINGTON TRUSTmsci utils index$170,000
+3.7%
3,5380.0%0.14%
+1.5%
VTV BuyVANGUARD INDEX FDSvalue etf$164,000
+46.4%
1,111
+46.0%
0.13%
+42.9%
MTUM SellISHARES TRmsci usa mmentm$163,000
-12.8%
968
-5.7%
0.13%
-14.6%
PSFF SellPACER FDS TRswan sos fd of$145,000
-13.7%
6,421
-13.0%
0.12%
-15.4%
MGK  VANGUARD WORLD FDmega grwth ind$135,000
-10.0%
5750.0%0.11%
-12.3%
IWM BuyISHARES TRrussell 2000 etf$130,000
-1.5%
631
+6.4%
0.10%
-3.7%
SCHP BuySCHWAB STRATEGIC TRus tips etf$124,000
+1.6%
2,040
+5.5%
0.10%
-1.0%
ISCF SellISHARES TRmsci intl sml cp$124,000
-66.5%
3,623
-64.5%
0.10%
-67.3%
TLH BuyISHARES TR10-20 yr trs etf$120,000
+106.9%
893
+127.8%
0.10%
+102.1%
ACIO SellETF SER SOLUTIONSaptus collared$118,000
-4.1%
3,736
-0.7%
0.09%
-7.0%
SDY  SPDR SER TRs&p divid etf$111,000
-0.9%
8670.0%0.09%
-3.3%
IJH  ISHARES TRcore s&p mcp etf$111,000
-5.1%
4150.0%0.09%
-7.4%
MGV  VANGUARD WORLD FDmega cap val etf$111,000
+0.9%
1,0330.0%0.09%
-1.1%
LRGF BuyISHARES TRmsci usa multift$90,000
-4.3%
2,018
+0.4%
0.07%
-6.6%
SCHZ BuySCHWAB STRATEGIC TRus aggregate b$90,0001,787
+89250.0%
0.07%
FTEC SellFIDELITY COVINGTON TRUSTmsci info tech i$88,000
-34.8%
716
-28.3%
0.07%
-35.8%
QUS  SPDR SER TRmsci usa strtgic$84,000
-4.5%
6770.0%0.07%
-7.0%
FNDE SellSCHWAB STRATEGIC TRschwb fdt emk lg$72,000
-76.0%
2,493
-74.2%
0.06%
-76.5%
SCHM  SCHWAB STRATEGIC TRus mid-cap etf$69,000
-6.8%
9160.0%0.06%
-8.3%
SIZE SellISHARES TRmsci usa sze ft$67,000
-29.5%
513
-25.7%
0.05%
-31.2%
PRF NewINVESCO EXCHANGE TRADED FD Tftse rafi 1000$66,000388
+100.0%
0.05%
BIV BuyVANGUARD BD INDEX FDSintermed term$62,000
+34.8%
760
+43.7%
0.05%
+32.4%
IHI SellISHARES TRu.s. med dvc etf$61,000
-75.8%
1,002
-73.8%
0.05%
-76.5%
FDG SellAMERICAN CENTY ETF TRfocused dynamic$61,000
-59.3%
845
-54.6%
0.05%
-60.7%
SPIB SellSPDR SER TRportfolio intrmd$59,000
-28.9%
1,727
-24.7%
0.05%
-29.9%
IEF SellISHARES TRbarclays 7 10 yr$53,000
-7.0%
497
-0.2%
0.04%
-8.7%
PTLC  PACER FDS TRtrendp us lar cp$52,000
-7.1%
1,3510.0%0.04%
-8.9%
IGSB SellISHARES TR$50,000
-63.5%
961
-62.2%
0.04%
-64.0%
FNDA SellSCHWAB STRATEGIC TRschwab fdt us sc$51,000
-76.1%
961
-74.9%
0.04%
-76.9%
INTF BuyISHARES TRmsci intl multft$51,000
-3.8%
1,840
+0.5%
0.04%
-7.0%
TLT SellISHARES TR20 yr tr bd etf$51,000
-16.4%
384
-5.9%
0.04%
-18.4%
SMMV BuyISHARES TRmsci usa smcp mn$49,000
-5.8%
1,323
+0.3%
0.04%
-7.1%
COWZ BuyPACER FDS TRus cash cows 100$49,000
+6.5%
978
+0.1%
0.04%
+5.4%
IYG SellISHARES TRu.s. fin svc etf$46,000
-40.3%
257
-35.3%
0.04%
-41.9%
MOAT SellVANECK ETF TRUSTmrngstr wde moat$44,000
-8.3%
590
-6.8%
0.04%
-10.3%
EEM BuyISHARES TRmsci emg mkt etf$44,000
+41.9%
966
+50.0%
0.04%
+40.0%
ICF  ISHARES TRcohen steer reit$41,000
-6.8%
5740.0%0.03%
-11.1%
DES SellWISDOMTREE TRus smallcap divd$40,000
-21.6%
1,264
-19.2%
0.03%
-22.0%
IWN  ISHARES TRrus 2000 val etf$36,000
-2.7%
2220.0%0.03%
-6.7%
IXUS BuyISHARES TRcore msci total$34,000
-2.9%
515
+5.5%
0.03%
-3.6%
PTMC  PACER FDS TRtrendp us mid cp$33,000
-5.7%
9590.0%0.03%
-7.1%
EQWL BuyINVESCO EXCHANGE TRADED FD Ts&p 100 eql wigh$32,000
-3.0%
383
+0.5%
0.02%
-7.4%
DWM SellWISDOMTREE TRintl equity fd$28,000
-63.6%
534
-62.7%
0.02%
-64.5%
XMVM SellINVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt$24,000
-25.0%
498
-24.3%
0.02%
-26.9%
SPLB SellSPDR SER TRportfolio ln cor$24,000
-31.4%
873
-20.6%
0.02%
-32.1%
IYF  ISHARES TRu.s. finls etf$22,000
-4.3%
2600.0%0.02%
-10.5%
IVV SellISHARES TRcore s&p500 etf$21,000
-98.0%
47
-97.9%
0.02%
-98.0%
PPA NewINVESCO EXCHANGE TRADED FD Taerospace defn$20,000255
+100.0%
0.02%
VSGX SellVANGUARD WORLD FDesg intl stk etf$17,000
-56.4%
290
-54.0%
0.01%
-59.4%
RSP SellINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$17,000
-37.0%
110
-33.7%
0.01%
-40.9%
ESGD  ISHARES TResg aw msci eafe$17,000
-5.6%
2290.0%0.01%
-13.3%
DLN BuyWISDOMTREE TRus largecap divd$14,0000.0%215
+0.5%
0.01%0.0%
PDP SellINVESCO EXCHANGE TRADED FD Tdwa momentum$14,000
-41.7%
170
-33.6%
0.01%
-42.1%
DVY SellISHARES TRselect divid etf$12,000
-71.4%
96
-72.1%
0.01%
-73.5%
DON SellWISDOMTREE TRus midcap divid$12,000
-89.4%
276
-89.2%
0.01%
-90.2%
IJR SellISHARES TRcore s&p scp etf$12,000
-64.7%
110
-62.5%
0.01%
-67.9%
SCHI BuySCHWAB STRATEGIC TR5 10yr corp bd$12,000
-7.7%
256
+0.4%
0.01%
-18.2%
MUB  ISHARES TRnational mun etf$11,0000.0%970.0%0.01%0.0%
VNQ BuyVANGUARD INDEX FDSreal estate etf$10,000
-9.1%
97
+1.0%
0.01%
-11.1%
JHMD  JOHN HANCOCK EXCHANGE TRADEDmulti intl etf$10,000
-9.1%
3260.0%0.01%
-11.1%
IGLB  ISHARES TR10+ yr invst grd$9,000
-10.0%
1510.0%0.01%
-12.5%
MBB SellISHARES TRmbs etf$9,000
-82.0%
85
-81.7%
0.01%
-82.9%
IMCG NewISHARES TRmrgstr md cp grw$8,000132
+100.0%
0.01%
AAXJ SellISHARES TRmsci ac asia etf$8,000
-42.9%
109
-33.5%
0.01%
-45.5%
SCZ  ISHARES TReafe sml cp etf$7,000
-12.5%
1130.0%0.01%0.0%
BSV  VANGUARD BD INDEX FDSshort trm bond$7,0000.0%860.0%0.01%0.0%
SPTL SellSPDR SER TRportfolio ln tsr$7,000
-30.0%
188
-22.6%
0.01%
-25.0%
IXG SellISHARES TRglobal finls etf$6,000
-97.0%
73
-97.1%
0.01%
-97.0%
XBI  SPDR SER TRs&p biotech$6,000
-25.0%
710.0%0.01%
-16.7%
ADME  ETF SER SOLUTIONSaptus drawdown$6,000
-14.3%
1510.0%0.01%
-16.7%
SHYG SellISHARES TR0-5yr hi yl cp$5,000
-86.1%
107
-86.5%
0.00%
-86.2%
JETS  ETF SER SOLUTIONSus glb jets$5,0000.0%2250.0%0.00%0.0%
TFI SellSPDR SER TRnuveen blmbrg mu$5,000
-37.5%
102
-33.8%
0.00%
-33.3%
ITB SellISHARES TRus home cons etf$5,000
-44.4%
76
-33.3%
0.00%
-42.9%
IEFA SellISHARES TRcore msci eafe$3,000
-92.3%
49
-90.6%
0.00%
-93.8%
XSMO  INVESCO EXCHANGE TRADED FD Ts&p smlcp moment$2,000
-33.3%
450.0%0.00%0.0%
JHEM  JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng$2,0000.0%770.0%0.00%0.0%
EFA  ISHARES TRmsci eafe etf$1,0000.0%160.0%0.00%0.0%
XLV  SELECT SECTOR SPDR TRsbi healthcare$1,0000.0%40.0%0.00%0.0%
IWC  ISHARES TRmicro-cap etf$1,0000.0%40.0%0.00%0.0%
IBB  ISHARES TRishares biotech$1,0000.0%40.0%0.00%0.0%
MOO NewVANECK ETF TRUSTagribusiness etf$04
+100.0%
0.00%
SCHJ BuySCHWAB STRATEGIC TR1 5yr corp bd$00
+100.0%
0.00%
DWX NewSPDR INDEX SHS FDSs&p intl etf$09
+100.0%
0.00%
IXN SellISHARES TRglobal tech etf$0
-100.0%
1
-99.3%
0.00%
-100.0%
DLS SellWISDOMTREE TRintl smcap div$0
-100.0%
1
-99.3%
0.00%
-100.0%
DSI BuyISHARES TRmsci kld400 soc$00
+100.0%
0.00%
DIM ExitWISDOMTREE TRintl midcap dv$0-1
-100.0%
0.00%
RESE ExitWISDOMTREE TRemerg mkts esg$0-1
-100.0%
0.00%
USHY ExitISHARES TRbroad usd high$0-1
-100.0%
0.00%
XLK  SELECT SECTOR SPDR TRtechnology$0
-100.0%
30.0%0.00%
-100.0%
VXF ExitVANGUARD INDEX FDSextend mkt etf$0-22
-100.0%
-0.00%
ARKG ExitARK ETF TRgenomic rev etf$0-61
-100.0%
-0.00%
ARKQ ExitARK ETF TRautnmus technlgy$0-64
-100.0%
-0.00%
ARKF ExitARK ETF TRfintech innova$0-386
-100.0%
-0.01%
ARKW ExitARK ETF TRnext gnrtn inter$0-306
-100.0%
-0.03%
ARKK ExitARK ETF TRinnovation etf$0-2,002
-100.0%
-0.15%
FIBR ExitISHARES TRu.s. fixed incme$0-2,065
-100.0%
-0.17%
FPXI ExitFIRST TR EXCHANGE TRADED FDintl equity opp$0-3,637
-100.0%
-0.17%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR8Q3 20237.7%
INVESCO EXCHANGE TRADED FD T8Q3 20236.2%
ISHARES TR8Q3 20235.9%
WISDOMTREE TR8Q3 20234.9%
ISHARES TR8Q3 20234.7%
SCHWAB STRATEGIC TR8Q3 20235.1%
VANGUARD INDEX FDS8Q3 20234.0%
SPDR SER TR8Q3 20234.1%
ISHARES TR8Q3 20234.4%
ISHARES TR8Q3 20235.0%

View Aspire Wealth Management Corp's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-22
13F-HR2023-10-30
13F-HR2023-07-27
13F-HR2023-05-04
13F-HR2023-02-06
13F-HR2022-11-09
13F-HR2022-08-11
13F-HR2022-05-03
13F-HR2022-03-14

View Aspire Wealth Management Corp's complete filings history.

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (126377000.0 != 126371000.0)

Export Aspire Wealth Management Corp's holdings