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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 $147,161,048
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 100,642 $9,038,647 6.14%
2.
Vaneck Etf Trust
 97,428 $8,268,741 5.61%
3.
Ishares Tr
 44,710 $7,834,086 5.32%
4.
Schwab Strategic Trust
 FNDF 217,113 $7,323,217 4.97%
5.
Schwab Strategic Trust
 FNDF 92,350 $7,030,625 4.77%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)