Aspire Growth Partners as of June 30, 2025
Portfolio Holdings for Aspire Growth Partners
Aspire Growth Partners holds 114 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.6 | $13M | 23k | 568.03 | |
| Apple (AAPL) | 7.0 | $8.5M | 42k | 205.17 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 6.0 | $7.3M | 39k | 188.71 | |
| Microsoft Corporation (MSFT) | 5.5 | $6.7M | 14k | 497.40 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.1 | $5.0M | 22k | 227.10 | |
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 3.9 | $4.7M | 128k | 36.93 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.1 | $3.8M | 96k | 39.49 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $3.1M | 10k | 303.93 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $2.9M | 9.9k | 289.92 | |
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.1 | $2.5M | 92k | 27.13 | |
| Wal-Mart Stores (WMT) | 1.9 | $2.4M | 24k | 97.78 | |
| International Business Machines (IBM) | 1.7 | $2.1M | 7.1k | 294.79 | |
| Amazon (AMZN) | 1.7 | $2.0M | 9.3k | 219.39 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.3 | $1.6M | 17k | 93.87 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.6M | 15k | 107.80 | |
| Marathon Petroleum Corp (MPC) | 1.3 | $1.6M | 9.4k | 166.11 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.3M | 2.4k | 551.54 | |
| Visa Com Cl A (V) | 1.1 | $1.3M | 3.7k | 355.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.2M | 7.0k | 177.38 | |
| Eaton Corp SHS (ETN) | 1.0 | $1.2M | 3.4k | 356.95 | |
| Trane Technologies SHS (TT) | 1.0 | $1.2M | 2.7k | 437.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.2M | 6.6k | 176.23 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.2M | 2.5k | 463.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.1M | 2.3k | 485.77 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.1M | 13k | 82.86 | |
| At&t (T) | 0.9 | $1.1M | 37k | 28.94 | |
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.9 | $1.1M | 27k | 40.65 | |
| Home Depot (HD) | 0.8 | $1.0M | 2.7k | 366.61 | |
| Motorola Solutions Com New (MSI) | 0.8 | $933k | 2.2k | 420.39 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.8 | $920k | 7.4k | 123.58 | |
| salesforce (CRM) | 0.7 | $904k | 3.3k | 272.67 | |
| Eli Lilly & Co. (LLY) | 0.7 | $903k | 1.2k | 779.46 | |
| Fiserv (FI) | 0.7 | $888k | 5.2k | 172.41 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $882k | 15k | 60.03 | |
| Ishares Msci Equal Weite (EUSA) | 0.7 | $809k | 8.2k | 99.12 | |
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.7 | $801k | 24k | 33.63 | |
| Analog Devices (ADI) | 0.6 | $757k | 3.2k | 238.00 | |
| Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) | 0.6 | $736k | 10k | 70.96 | |
| Halliburton Company (HAL) | 0.6 | $725k | 36k | 20.38 | |
| Air Products & Chemicals (APD) | 0.6 | $704k | 2.5k | 282.09 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $700k | 3.8k | 181.72 | |
| Verizon Communications (VZ) | 0.6 | $680k | 16k | 43.27 | |
| Cme (CME) | 0.6 | $679k | 2.5k | 275.67 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $661k | 1.1k | 617.79 | |
| Ford Motor Company (F) | 0.5 | $659k | 61k | 10.85 | |
| Broadcom (AVGO) | 0.5 | $649k | 2.4k | 275.62 | |
| Ge Vernova (GEV) | 0.5 | $625k | 1.2k | 529.16 | |
| Darden Restaurants (DRI) | 0.5 | $603k | 2.8k | 217.96 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $588k | 2.4k | 240.28 | |
| Steris Shs Usd (STE) | 0.5 | $579k | 2.4k | 240.23 | |
| Medtronic SHS (MDT) | 0.5 | $572k | 6.6k | 87.18 | |
| General Motors Company (GM) | 0.5 | $559k | 11k | 49.21 | |
| Pfizer (PFE) | 0.5 | $556k | 23k | 24.24 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $555k | 2.3k | 236.98 | |
| Union Pacific Corporation (UNP) | 0.4 | $534k | 2.3k | 230.04 | |
| Merck & Co (MRK) | 0.4 | $528k | 6.7k | 79.16 | |
| WESCO International (WCC) | 0.4 | $517k | 2.8k | 185.22 | |
| Johnson & Johnson (JNJ) | 0.4 | $504k | 3.3k | 152.77 | |
| Abbvie (ABBV) | 0.4 | $500k | 2.7k | 185.65 | |
| Nucor Corporation (NUE) | 0.4 | $500k | 3.9k | 129.55 | |
| Chubb (CB) | 0.4 | $497k | 1.7k | 289.71 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $490k | 2.4k | 204.69 | |
| Sherwin-Williams Company (SHW) | 0.4 | $480k | 1.4k | 343.24 | |
| TJX Companies (TJX) | 0.4 | $479k | 3.9k | 123.48 | |
| Allstate Corporation (ALL) | 0.4 | $472k | 2.3k | 201.29 | |
| Capital Group International SHS (CGIE) | 0.4 | $468k | 14k | 32.92 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $465k | 1.2k | 396.44 | |
| Meta Platforms Cl A (META) | 0.4 | $453k | 613.00 | 738.55 | |
| Procter & Gamble Company (PG) | 0.4 | $450k | 2.8k | 159.31 | |
| UnitedHealth (UNH) | 0.4 | $434k | 1.4k | 311.98 | |
| Dex (DXCM) | 0.3 | $424k | 4.9k | 87.29 | |
| Caterpillar (CAT) | 0.3 | $417k | 1.1k | 388.14 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $399k | 642.00 | 621.22 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $394k | 1.4k | 279.88 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $380k | 16k | 24.44 | |
| Advanced Micro Devices (AMD) | 0.3 | $371k | 2.6k | 141.90 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $371k | 1.7k | 218.51 | |
| CVS Caremark Corporation (CVS) | 0.3 | $368k | 5.3k | 68.98 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $367k | 6.0k | 61.21 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $360k | 10k | 35.69 | |
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.3 | $353k | 16k | 22.50 | |
| Tesla Motors (TSLA) | 0.3 | $341k | 1.1k | 317.66 | |
| Diamondback Energy (FANG) | 0.3 | $340k | 2.5k | 137.41 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $335k | 3.1k | 109.30 | |
| Ge Aerospace Com New (GE) | 0.3 | $328k | 1.3k | 257.37 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $328k | 624.00 | 524.92 | |
| Regis Corporation Com Shs (RGS) | 0.3 | $327k | 15k | 22.30 | |
| Walt Disney Company (DIS) | 0.3 | $326k | 2.6k | 124.00 | |
| Costco Wholesale Corporation (COST) | 0.3 | $319k | 323.00 | 988.69 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $318k | 749.00 | 424.82 | |
| Boeing Company (BA) | 0.3 | $316k | 1.5k | 209.46 | |
| Fidelity National Information Services (FIS) | 0.3 | $310k | 3.8k | 81.42 | |
| McDonald's Corporation (MCD) | 0.2 | $296k | 1.0k | 292.07 | |
| Best Buy (BBY) | 0.2 | $277k | 4.1k | 67.13 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $266k | 2.0k | 131.18 | |
| Realty Income (O) | 0.2 | $262k | 4.5k | 57.61 | |
| Gra (GGG) | 0.2 | $261k | 3.0k | 85.96 | |
| Micron Technology (MU) | 0.2 | $259k | 2.1k | 123.27 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $256k | 8.0k | 31.97 | |
| Raymond James Financial (RJF) | 0.2 | $247k | 1.6k | 153.41 | |
| Edwards Lifesciences (EW) | 0.2 | $243k | 3.1k | 78.21 | |
| L3harris Technologies (LHX) | 0.2 | $243k | 967.00 | 250.87 | |
| BP Sponsored Adr (BP) | 0.2 | $235k | 7.9k | 29.93 | |
| Cytomx Therapeutics (CTMX) | 0.2 | $232k | 102k | 2.27 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $228k | 5.4k | 42.55 | |
| Stryker Corporation (SYK) | 0.2 | $228k | 577.00 | 395.41 | |
| Qualcomm (QCOM) | 0.2 | $220k | 1.4k | 159.27 | |
| Nextera Energy (NEE) | 0.2 | $219k | 3.2k | 69.41 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $217k | 3.9k | 56.15 | |
| S&p Global (SPGI) | 0.2 | $217k | 411.00 | 527.50 | |
| Gilead Sciences (GILD) | 0.2 | $212k | 1.9k | 110.84 | |
| Howmet Aerospace (HWM) | 0.2 | $207k | 1.1k | 186.17 | |
| Cigna Corp (CI) | 0.2 | $206k | 624.00 | 330.78 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $95k | 12k | 8.02 |