Aspire Wealth Management Corp

CIK Number: 0001916412

185.79M
Market Value
174
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 XMMO Invesco Exchang...
116.75
-1.85% 105.44K +1.18% 12.69M 88.43 6.83%
2 IWY Ishares Tr
223.10
-0.6% 50.74K +1.28% 11.16M 145.17 6.01%
3 FNDF Schwab Strategi...
35.72
-0.38% 290.88K +4.17% 10.87M 32.19 5.85%
4 COWZ Pacer Fds Tr
55.28
-1.42% 177.98K +8.29% 10.29M 53.8 5.54%
5 FNDX Schwab Strategi...
23.86
-1.87% 142.68K +12.15% 10.24M 20.94 5.51%
6 MOAT Vaneck Etf Trus...
89.84
-1.38% 97.63K -3.36% 9.47M 76.95 5.09%
7 ILCG Ishares Tr
85.94
-0.27% 98.78K +0.13% 8.3M 71.51 4.47%
8 XSVM Invesco Exchang...
51.71
-1.86% 125.45K +0.38% 6.9M 50.79 3.71%
9 HFXI New York Life I...
27.86
-0.41% 224.75K +23.17% 6.21M 26.82 3.34%
10 IHDG Wisdomtree Tr
45.61
-1.08% 130.04K -1.66% 5.94M 45.17 3.20%
11 DGRO Ishares Tr
62.60
-1.67% 92.47K -1.04% 5.8M 55.52 3.12%
12 VBR Vanguard Index ...
190.10
-1.81% 27.4K +1.19% 5.5M 178.92 2.96%
13 AAPL Apple Inc
236.06
-0.83% 19.32K -0.83% 4.5M 177.48 2.42%
14 SPLG Spdr Ser Tr
67.82
-1.28% 58.74K -9.75% 3.97M 52.93 2.13%
15 ICVT Ishares Tr
85.09
-0.32% 35.81K -2.79% 3M 87.7 1.61%
16 VOO Vanguard Index ...
530.12
-1.27% 4.86K -2.99% 2.56M 410.93 1.38%
17 SCHD Schwab Strategi...
27.89
-1.8% 29.95K -40.38% 2.53M 26.49 1.36%
18 XSMO Invesco Exchang...
62.72
-2.08% 35.09K +2.73% 2.32M 58.01 1.25%
19 MGC Vanguard World ...
208.42
-1.42% 10.87K -2% 2.25M 167.74 1.21%
20 XLG Invesco Exchang...
48.09
-0.92% 40.68K -3.06% 1.93M 34.3 1.04%
21 VOT Vanguard Index ...
252.60
-0.79% 7.4K -0.63% 1.8M 179.77 0.97%
22 QUAL Ishares Tr
177.21
-1.06% 9.85K +7.35% 1.77M 132.2 0.95%
23 IVW Ishares Tr
97.72
-0.89% 16.88K -4.12% 1.62M 83.58 0.87%
24 FNDE Schwab Strategi...
30.27
+0.48% 48.29K -0.34% 1.56M 26.14 0.84%
25 HEFA Ishares Tr
36.95
-0.77% 41.71K -13.99% 1.48M 34.38 0.80%
26 VUG Vanguard Index ...
393.28
-0.65% 3.85K +2.78% 1.48M 292.58 0.80%
27 XOM Exxon Mobil Cor...
107.52
-0.22% 11.55K +0.67% 1.35M 68.34 0.73%
28 DYNF Blackrock Etf T...
50.46
-1.41% 27.3K -0.76% 1.35M 44.52 0.73%
29 MSFT Microsoft Corp
388.60
+0.03% 3.08K +0.07% 1.32M 332.13 0.71%
30 BNDX Vanguard Charlo...
48.92
-0.83% 26.18K +4.82% 1.32M 48.33 0.71%
31 EFV Ishares Tr
57.94
-0.13% 22.67K +132.00% 1.3M 54.1 0.70%
32 DFIS Dimensional Etf...
25.60
-0.39% 45.8K +25.22% 1.23M 25.32 0.66%
33 EFG Ishares Tr
103.96
+0.07% 11.05K -8.03% 1.19M 101.38 0.64%
34 QQQM Invesco Exch Tr...
203.98
-0.38% 5.55K -1.1% 1.11M 160.5 0.60%
35 IUSB Ishares Tr
46.07
-0.22% 22.17K +36.52% 1.04M 47.44 0.56%
36 VEA Vanguard Tax-Ma...
51.31
-0.27% 19.69K -4.29% 1.04M 45.04 0.56%
37 AMZN Amazon Com Inc
203.76
-0.61% 5.54K +0.02% 1.03M 147.86 0.56%
38 TSLA Tesla Inc
272.04
-4.43% 3.92K +2.97% 1.03M 313.78 0.55%
39 DFAC Dimensional Etf...
33.84
-1.36% 28.71K -0.75% 984.4K 25.78 0.53%
40 ONEY Spdr Ser Tr
109.93
-1.28% 8.39K -37.66% 941.28K 97.38 0.51%
41 VO Vanguard Index ...
262.90
-1.48% 3.56K -13.13% 938.71K 251.58 0.51%
42 SPGI S&P Global Inc
516.36
-2.45% 1.74K 0.00% 898.4K 334.94 0.48%
43 VB Vanguard Index ...
228.52
-1.44% 3.45K -11.65% 818.31K 225.12 0.44%
44 MDT Medtronic Plc
93.04
-1.34% 9.01K 0.00% 811.35K 110.92 0.44%
45 FNDA Schwab Strategi...
28.08
-1.47% 13.48K +1.57% 803.23K 24.18 0.43%
46 VV Vanguard Index ...
265.71
-1.28% 3.03K -2.63% 798.89K 215.74 0.43%
47 IVE Ishares Tr
192.19
-1.62% 4.04K -1.51% 796.04K 185.31 0.43%
48 IQLT Ishares Tr
40.23
+0.11% 18.9K +2.47% 784.33K 36.52 0.42%
49 VOE Vanguard Index ...
161.40
-1.94% 4.22K -2.92% 708.24K 149.6 0.38%
50 PG Procter And Gam...
173.03
-1.46% 4.05K +0.15% 700.69K 163.38 0.38%
51 IYW Ishares Tr
149.95
+0.03% 4.2K -9.61% 637.4K 107.85 0.34%
52 EMXC Ishares Inc
54.52
+0.49% 10.34K +38.48% 632.07K 58.53 0.34%
53 SCHG Schwab Strategi...
26.43
-0.6% 5.82K -2.12% 606.64K 17.06 0.33%
54 BRK-B Berkshire Hatha...
495.56
-2.85% 1.24K -1.35% 571.64K 299.39 0.31%
55 CCL Carnival Corp
21.89
-5.89% 27.35K +3.80% 505.39K 9.03 0.27%
56 META Meta Platforms ...
639.38
-2.39% 880 -2.76% 503.81K 212.26 0.27%
57 VBK Vanguard Index ...
263.38
-0.91% 1.86K -49.11% 496.63K 277.54 0.27%
58 VWO Vanguard Intl E...
44.68
+0.86% 10.27K +0.55% 491.36K 39.89 0.26%
59 XMHQ Invesco Exchang...
92.56
-1.36% 4.79K +26.32% 491.36K 85.71 0.26%
60 VYM Vanguard Whiteh...
129.94
-2.08% 3.79K +0.69% 485.94K 112.27 0.26%
61 SCHX Schwab Strategi...
22.80
-1.28% 7.11K 0.00% 482.62K 15.45 0.26%
62 JHML John Hancock Ex...
68.56
-2.04% 6.93K -0.01% 481.16K 59.34 0.26%
63 NFLX Netflix Inc
972.07
-0.17% 644 0.00% 456.77K 345.48 0.25%
64 GE Ge Aerospace
198.77
-1.58% 2.39K -2.05% 451.12K 54.79 0.24%
65 USTB Victory Portfol...
50.69
-0.04% 8.76K +11.41% 444.94K 49.57 0.24%
66 AMGN Amgen Inc
312.38
+0.51% 1.37K 0.00% 442.72K 225.09 0.24%
67 VIGI Vanguard Whiteh...
83.83
-0.4% 4.84K +1.57% 427.01K 71.04 0.23%
68 PFM Invesco Exchang...
46.95
-0.93% 8.56K +0.14% 398.55K 39.68 0.21%
69 SPHQ Invesco Exchang...
68.66
-1.31% 5.85K +224.53% 393.39K 62.19 0.21%
70 NVDA Nvidia Corporat...
116.08
+1.77% 3.2K +0.19% 388.07K 93.39 0.21%
71 WPC Wp Carey Inc
64.61
-0.18% 6.21K +0.57% 386.95K 71.11 0.21%
72 GOOG Alphabet Inc
172.60
+2.34% 2.29K +0.04% 383.37K 141.56 0.21%
73 IWB Ishares Tr
316.57
-1.24% 1.09K 0.00% 342.37K 264.43 0.18%
74 JHMM John Hancock Ex...
58.16
-1.76% 5.5K -0.02% 330.88K 55.54 0.18%
75 IVV Ishares Tr
579.29
-1.28% 570 -3.55% 328.79K 459.43 0.18%
76 GOOGL Alphabet Inc
170.88
+2.32% 1.95K -2.45% 324.06K 143.77 0.17%
77 DDWM Wisdomtree Tr
36.81
-0.31% 8.77K 0.00% 314.35K 30.74 0.17%
78 VXF Vanguard Index ...
180.69
-1.29% 1.68K -6.66% 306.11K 149.73 0.16%
79 IEMG Ishares Inc
53.40
+0.74% 4.75K -41.82% 272.93K 51.2 0.15%
80 RTX Rtx Corporation
128.67
-3.86% 2.15K 0.00% 260.43K 97.76 0.14%
81 PENN Penn Entertainm...
19.75
-4.89% 13.69K 0.00% 258.14K 38.86 0.14%
82 LMT Lockheed Martin...
448.90
-0.67% 441 0.00% 257.79K 452.79 0.14%
83 IWF Ishares Tr
382.36
-0.65% 640 0.00% 240.24K 263 0.13%
84 ISCG Ishares Tr
46.69
-0.98% 4.88K -13.24% 238.9K 48.85 0.13%
85 DFIC Dimensional Etf...
27.64
-0.34% 8.43K 0.00% 237.25K 23.83 0.13%
86 DUHP Dimensional Etf...
34.28
-1.38% 6.93K +0.98% 236.17K 25.27 0.13%
87 DFSV Dimensional Etf...
28.67
-2.05% 7.53K +2.20% 231.8K 25.59 0.12%
88 CMG Chipotle Mexica...
53.11
-2.25% 3.8K 0.00% 218.96K 57.54 0.12%
89 AVY Avery Dennison ...
181.05
-2.62% 960 0.00% 211.93K 223.57 0.11%
90 DBEF Dbx Etf Tr
44.10
-0.8% 4.96K 0.00% 208.5K 40.92 0.11%
91 VTV Vanguard Index ...
172.89
-2.04% 1.11K 0.00% 193.95K 147.32 0.10%
92 FLMI Franklin Temple...
24.73
-0.32% 7.21K 0.00% 180.45K 24.26 0.10%
93 XSLV Invesco Exch Tr...
46.92
-0.45% 3.69K +0.49% 177.72K 51.85 0.10%
94 MBB Ishares Tr
93.60
-0.31% 1.78K +1.02% 170.65K 94.83 0.09%
95 CALF Pacer Fds Tr
37.72
-0.98% 3.5K -45.18% 163.03K 47.97 0.09%
96 AVUV American Centy ...
88.55
-2.08% 1.64K +100.00% 157.36K 95.95 0.08%
97 SCHA Schwab Strategi...
24.27
-1.22% 3.05K +0.66% 157.21K 25.15 0.08%
98 IMCG Ishares Tr
74.23
-1.08% 2.14K +1.57% 155.88K 54.36 0.08%
99 SPSM Spdr Ser Tr
41.98
-1.41% 3.39K 0.00% 154.41K 38.84 0.08%
100 MGV Vanguard World ...
128.71
-2.08% 1.18K 0.00% 151.37K 106.32 0.08%
101 VTI Vanguard Index ...
283.95
-1.31% 529 +0.19% 149.9K 228.04 0.08%
102 ANGL Vaneck Etf Trus...
28.88
-0.03% 5.07K -43.94% 149.24K 32.37 0.08%
103 JPSE J P Morgan Exch...
44.08
-1.04% 2.93K -6.51% 140.82K 40.65 0.08%
104 TLT Ishares Tr
91.44
-1.22% 1.38K -25.27% 134.84K 88.96 0.07%
105 SMLF Ishares Tr
64.12
-1.35% 2.03K +7.31% 134.49K 57.31 0.07%
106 IJH Ishares Tr
59.58
-1.52% 2.11K 0.00% 131.5K 52.29 0.07%
107 SCHZ Schwab Strategi...
23.17
-0.3% 2.65K -0.41% 126.12K 23.27 0.07%
108 IWM Ishares Tr
206.50
-1.09% 544 -7.17% 120.16K 221.41 0.06%
109 LRGF Ishares Tr
60.19
-0.76% 2.04K +0.10% 119.78K 46.47 0.06%
110 QUS Spdr Ser Tr
159.03
-0.89% 704 0.00% 110.94K 130.35 0.06%
111 XMVM Invesco Exchang...
53.75
-2.48% 1.89K +0.91% 104.96K 45.33 0.06%
112 DFGP Dimensional Etf...
53.73
-0.37% 1.72K +100.00% 94.55K 55.1 0.05%
113 DISV Dimensional Etf...
28.26
-0.46% 2.79K 0.00% 80.96K 23.79 0.04%
114 SPGP Invesco Exchang...
100.96
-1.67% 767 -76.84% 80.28K 85.44 0.04%
115 JPME J P Morgan Exch...
101.80
-0.94% 757 -6.08% 79.52K 88.22 0.04%
116 PRF Invesco Exchang...
40.74
-2.02% 1.94K 0.00% 78.82K 34.17 0.04%
117 DIHP Dimensional Etf...
27.18
-0.07% 2.73K 0.00% 75.51K 23.9 0.04%
118 FLQM Franklin Temple...
53.51
-1.36% 1.32K +59.42% 73.52K 51.72 0.04%
119 MGK Vanguard World ...
328.49
-0.64% 227 +12.94% 73.06K 267.26 0.04%
120 DFEM Dimensional Etf...
26.30
+0.90% 2.55K +5.85% 71.84K 23.72 0.04%
121 PTLC Pacer Fds Tr
52.55
-1.28% 1.35K 0.00% 70.98K 41.54 0.04%
122 CHGG Chegg Inc
0.99
-4.88% 38.8K +100.00% 68.67K 1.77 0.04%
123 QAI New York Life I...
31.46
-0.3% 2.11K -23.71% 67.63K 30.03 0.04%
124 ISCF Ishares Tr
33.30
-0.26% 1.91K 0.00% 67.2K 36.07 0.04%
125 FLHY Franklin Temple...
24.03
-0.25% 2.72K +1.57% 66.42K 23.46 0.04%
126 ESGU Ishares Tr
126.03
-1.26% 495 +7.61% 62.51K 105.74 0.03%
127 GRPM Invesco Exchang...
104.19
-0.63% 508 -4.69% 59.48K 97.81 0.03%
128 IWL Ishares Tr
143.30
-0.48% 409 +0.25% 57.48K 110.68 0.03%
129 INTF Ishares Tr
31.00
-0.06% 1.58K 0.00% 49.72K 28.64 0.03%
130 BJK Vaneck Etf Trus...
41.24
+0.21% 992 0.00% 44.12K 38.64 0.02%
131 EQWL Invesco Exchang...
104.60
-2.19% 405 +0.25% 41.49K 86.02 0.02%
132 DFEV Dimensional Etf...
26.70
+0.64% 1.45K 0.00% 41.21K 23.53 0.02%
133 MTUM Ishares Tr
209.86
-2.09% 197 -0.51% 40.04K 175.05 0.02%
134 DUSB Dimensional Etf...
50.73
0.00% 1.49K 0.00% 39.98K 23.5 0.02%
135 VLUE Ishares Tr
107.18
-2.19% 345 -0.86% 37.59K 108.77 0.02%
136 SLYV Spdr Ser Tr
80.69
-1.67% 432 0.00% 37.51K 84.17 0.02%
137 DFGR Dimensional Etf...
26.61
-0.95% 1.25K 0.00% 36.08K 24.48 0.02%
138 PTMC Pacer Fds Tr
35.34
-1.4% 959 0.00% 35.61K 36.58 0.02%
139 DFCF Dimensional Etf...
42.24
-0.19% 779 -72.77% 33.65K 41.7 0.02%
140 EMGF Ishares Inc
45.74
+0.42% 592 0.00% 29.46K 42.15 0.02%
141 IYF Ishares Tr
113.05
-3.49% 260 0.00% 27.01K 86.69 0.01%
142 ESGD Ishares Tr
82.36
+0.08% 229 0.00% 19.27K 79.46 0.01%
143 FNDC Schwab Strategi...
35.88
-0.19% 497 -87.11% 18.94K 32.63 0.01%
144 IYG Ishares Tr
79.28
-3.93% 253 0.00% 17.94K 64.11 < 0.01%
145 IWR Ishares Tr
86.76
-1.53% 199 +0.51% 17.53K 78.02 < 0.01%
146 SIZE Ishares Tr
147.64
-1.63% 90 -1.1% 13.42K 137.04 < 0.01%
147 CSA Victory Portfol...
71.01
-1.2% 166 -37.59% 12.21K 58 < 0.01%
148 IJR Ishares Tr
107.56
-1.49% 95 0.00% 11.11K 89.48 < 0.01%
149 VNQ Vanguard Index ...
93.28
-1.12% 106 +0.95% 10.37K 113.23 < 0.01%
150 SPIB Spdr Ser Tr
33.20
-0.06% 296 -0.67% 9.96K 34.14 < 0.01%