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Home > Institutional Investor > Aspire Capital Advisors Llc > Profile

Instuitional Investor - Aspire Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Aspire Capital Advisors Llc
Portfolio Value $349,610,832
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 61,600 $33,190,475 9.49%
2.
Wisdomtree Tr
 397,652 $32,181,988 9.2%
3.
Schwab Strategic Trust
 FNDF 1,089,645 $29,769,092 8.51%
4.
Ishares Tr - RUS TP200 GR ETF
 123,950 $29,161,774 8.34%
5.
Microsoft Corp
 MSFT 46,981 $19,802,623 5.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)