13F Filings History of Aspire Wealth Management Corp

Latest 13F report
Q3 2024 - 31 Oct 2024
Value $
$185,790,500
Signature - Title
William D'Agostino - President and Chief Compliance Officer
Location
Waltham, MA
Summary
This page shows a list of all the recent 13F filings made by Aspire Wealth Management Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aspire Wealth Management Corp reported 196 stock holdings with total value $185,790,500 as of Q3 2024. Top holdings included XMMO, IWY, FNDF, COWZ, and FNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 196 $185,790,500 +$8,226,000 -$7,739,244 +$486,756 XMMO, IWY, FNDF, COWZ, FNDX 13F-HR 31 Oct 2024, 12:07
Q2 2024 180 $174,787,495 +$16,102,229 -$7,594,709 +$8,507,520 XMMO, IWY, FNDF, COWZ, MOAT 13F-HR 12 Aug 2024, 14:42
Q1 2024 186 $165,688,065 +$17,609,157 -$10,511,035 +$7,098,122 XMMO, MOAT, IWY, FNDF, COWZ 13F-HR 29 Apr 2024, 16:10
Q4 2023 182 $147,160,998 +$6,590,092 -$4,283,073 +$2,307,019 XMMO, MOAT, IWY, FNDF, SCHD 13F-HR 22 Jan 2024, 11:33
Q3 2023 181 $131,522,793 +$12,006,102 -$7,177,518 +$4,828,584 SCHD, XMMO, MOAT, FNDF, IWY 13F-HR 30 Oct 2023, 16:14
Q2 2023 189 $132,214,445 +$9,462,727 -$7,264,174 +$2,198,553 SCHD, XMMO, MOAT, IWY, ILCG 13F-HR 27 Jul 2023, 12:32
Q1 2023 188 $123,158,019 +$10,743,962 -$8,478,551 +$2,265,411 SCHD, XMMO, IWY, ILCG, IHDG 13F-HR 04 May 2023, 12:57
Q4 2022 191 $114,779,045 +$8,042,628 -$6,243,610 +$1,799,018 SCHD, XMMO, IHDG, ILCG, DGRO 13F-HR 06 Feb 2023, 12:06
Q3 2022 167 $106,065,000 +$10,149,438 -$5,574,354 +$4,575,084 SCHD, XMMO, ILCG, IHDG, IWL 13F-HR 09 Nov 2022, 11:32
Q2 2022 173 $108,534,000 +$8,313,939 -$7,069,204 +$1,244,735 SCHD, XMMO, ILCG, IHDG, DGRO 13F-HR 11 Aug 2022, 14:53
Q1 2022 170 $126,368,000 +$23,095,736 -$13,165,840 +$9,929,896 SCHD, ILCG, XMMO, IHDG, DGRO 13F-HR 03 May 2022, 12:09
Q4 2021 171 $123,433,000 $0 $0 $0 SCHD, ILCG, XMMO, IHDG, DGRO 13F-HR 14 Mar 2022, 11:40