AC

Aspire Capital Advisors LLC

13F
Aspire Capital Advisors LLC
Last update 2024-10-23 79 Stocks (9 new)
Value $335.00 Mil Turnover 11 %
Countries:
Top Holdings: DGRW(9.53%)VOO(9.35%)SCHD(8.76%)IWY(7.85%)MSFT(5.86%)
Portfolio Report
Summary Stock Picks Current Portfolio
Aspire Capital Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW 		WisdomTree U.S. Dividend Growth Fund
384,025
31954.680
+3.43%
9.530
+0.32%
0.220
+5.48%
+18.53%
14748.265
 
VOO 		Vanguard S&P 500 ETF
59,390
31338.330
+4.50%
9.350
+0.40%
0.010
+6.71%
+22.23%
490370.523
 
SCHD 		Schwab US Dividend Equity ETF
1,042,527
29374.960
+217.68%
8.760
+6.00%
0.020
+3.02%
+11.58%
63460.872
 
IWY 		iShares Russell Top 200 Growth ETF
119,650
26328.940
+4.00%
7.850
+0.30%
0.220
+8.36%
+28.03%
12214.757
 
MSFT 		Microsoft Corp
45,629
19634.250
+1.64%
5.860
+0.09%
0.000
+0.52%
+14.09%
3172348.353
Software
RWL 		Invesco S&P 500 Revenue ETF
142,857
14009.990
+2.07%
4.180
+0.08%
0.360
+3.85%
+15.37%
3943.323
 
BND 		Vanguard Total Bond Market ETF
182,563
13712.300
+2.32%
4.090
+0.09%
0.010
+0.18%
-0.65%
111393.287
 
XLV 		Health Care Select Sector SPDR
87,269
13441.140
+3.38%
4.010
+0.13%
0.030
-0.77%
+9.11%
40314.909
 
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
206,318
12216.070
+2.14%
3.640
+0.08%
0.100
+3.38%
+15.93%
12327.420
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
232,966
10602.270
+1.47%
3.160
+0.05%
0.090
-1.18%
+7.25%
11907.630
 

Aspire Capital Advisors LLC's Historical Top Holdings Breakdowns

Aspire Capital Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+6.00%
●
25.67 ($27.24) 28.35
$28.32
3.96%
Add 217.68%
1,042,527
238,119
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.81%
●
19.98 ($21.35) 22.17
$22.46
5.20%
Add 199.81%
184,617
41,013
SPHQ 		Invesco S&P 500 Quality ETF2024-09-30New Buy
+0.57%
●
61.47 ($64.99) 67.35
$66.73
2.68%
New holding
28,656
28,656
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.40%
●
475.2 ($508.3) 527.7
$533.92
5.04%
Add 4.5%
59,390
2,559
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30New Buy
+0.32%
●
23.16 ($25.16) 26.42
$26.61
5.76%
New holding
40,652
10,163
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-09-30Add
+0.32%
●
75.88 ($80.1) 83.21
$83.30
4.00%
Add 3.43%
384,025
12,743
IWY 		iShares Russell Top 200 Growth ETF2024-09-30Add
+0.30%
●
194.66 ($212.79) 225.97
$224.33
5.42%
Add 4%
119,650
4,597
HEWJ 		iShares Currency Hedged MSCI Japan ETF2024-09-30New Buy
+0.26%
●
36.04 ($41.19) 45.56
$41.58
0.95%
New holding
21,162
21,162
XLV 		Health Care Select Sector SPDR2024-09-30Add
+0.13%
●
143.3 ($151.58) 157.24
$148.81
-1.83%
Add 3.38%
87,269
2,857
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.11%
●
23.45 ($24.83) 25.98
$25.96
4.55%
Add 88.11%
29,494
6,908

Aspire Capital Advisors LLC Total Holding History ($B)

To

Aspire Capital Advisors LLC's Asset Allocation

To

Aspire Capital Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aspire Capital Advisors LLC's Hypothetical Growth since 2024-09-30

Aspire Capital Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aspire Capital Advisors LLC's Holdings Heat Map

Size field:

Aspire Capital Advisors LLC's Holdings Bubble Chart

Aspire Capital Advisors LLC News

  • 1

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