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Home > Institutional Investor > Aspire Wealth Management Corp > Profile

Instuitional Investor - Aspire Wealth Management Corp

Fund Profile
Filing Period:
Fund Name: Aspire Wealth Management Corp
Portfolio Value $185,790,500
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P MDCP MOMNTUM
 105,435 $12,687,040 6.83%
2.
Ishares Tr - RUS TP200 GR ETF
 50,736 $11,164,457 6.01%
3.
Schwab Strategic Trust
 FNDF 290,875 $10,869,994 5.85%
4.
Pacer Fds Tr
 177,977 $10,292,416 5.54%
5.
Schwab Strategic Trust
 FNDF 142,682 $10,238,865 5.51%
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)