Aspire Wealth Management Corp

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$186M
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 $186M as of Q3 2024. Top holdings included XMMO, IWY, FNDF, COWZ, and FNDX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 196 $186M +$8.23M -$7.74M +$487K XMMO, IWY, FNDF, COWZ, FNDX 13F-HR 10/31/2024, 12:07 PM
Q2 2024 180 $175M +$16.1M -$7.59M +$8.51M XMMO, IWY, FNDF, COWZ, MOAT 13F-HR 8/12/2024, 02:42 PM
Q1 2024 186 $166M +$17.6M -$10.5M +$7.1M XMMO, MOAT, IWY, FNDF, COWZ 13F-HR 4/29/2024, 04:10 PM
Q4 2023 182 $147M +$6.59M -$4.28M +$2.31M XMMO, MOAT, IWY, FNDF, SCHD 13F-HR 1/22/2024, 11:33 AM
Q3 2023 181 $132M +$12M -$7.18M +$4.83M SCHD, XMMO, MOAT, FNDF, IWY 13F-HR 10/30/2023, 04:14 PM
Q2 2023 189 $132M +$9.46M -$7.26M +$2.2M SCHD, XMMO, MOAT, IWY, ILCG 13F-HR 7/27/2023, 12:32 PM
Q1 2023 188 $123M +$10.7M -$8.48M +$2.27M SCHD, XMMO, IWY, ILCG, IHDG 13F-HR 5/4/2023, 12:57 PM
Q4 2022 191 $115M +$8.04M -$6.24M +$1.8M SCHD, XMMO, IHDG, ILCG, DGRO 13F-HR 2/6/2023, 12:06 PM
Q3 2022 167 $106M +$10.1M -$5.57M +$4.58M SCHD, XMMO, ILCG, IHDG, IWL 13F-HR 11/9/2022, 11:32 AM
Q2 2022 173 $109M +$8.31M -$7.07M +$1.24M SCHD, XMMO, ILCG, IHDG, DGRO 13F-HR 8/11/2022, 02:53 PM
Q1 2022 170 $126M +$23.1M -$13.2M +$9.93M SCHD, ILCG, XMMO, IHDG, DGRO 13F-HR 5/3/2022, 12:09 PM
Q4 2021 171 $123M $0 $0 SCHD, ILCG, XMMO, IHDG, DGRO 13F-HR 3/14/2022, 11:40 AM