Aspire Growth Partners as of Sept. 30, 2025
Portfolio Holdings for Aspire Growth Partners
Aspire Growth Partners holds 118 positions in its portfolio as reported in the September 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) | 10.9 | $15M | 24k | 612.38 | |
| Apple (AAPL) | 7.7 | $11M | 42k | 254.63 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 6.1 | $8.4M | 42k | 199.47 | |
| Microsoft Corporation (MSFT) | 5.4 | $7.3M | 14k | 517.94 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.5 | $6.2M | 25k | 247.12 | |
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 4.0 | $5.4M | 138k | 39.54 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.2 | $4.3M | 103k | 42.03 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $3.4M | 10k | 328.18 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.1M | 9.9k | 315.43 | |
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.0 | $2.8M | 95k | 29.62 | |
| Wal-Mart Stores (WMT) | 1.9 | $2.6M | 25k | 103.06 | |
| Amazon (AMZN) | 1.6 | $2.2M | 10k | 219.57 | |
| International Business Machines (IBM) | 1.5 | $2.0M | 7.1k | 282.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.9M | 7.8k | 243.54 | |
| Marathon Petroleum Corp (MPC) | 1.3 | $1.8M | 9.4k | 192.75 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.7M | 15k | 112.75 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.2 | $1.6M | 17k | 95.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.6M | 6.6k | 243.09 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.4M | 2.4k | 600.32 | |
| Eaton Corp SHS (ETN) | 0.9 | $1.3M | 3.4k | 374.29 | |
| Visa Com Cl A (V) | 0.9 | $1.3M | 3.7k | 341.37 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.2M | 2.5k | 499.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.2M | 2.3k | 502.74 | |
| Trane Technologies SHS (TT) | 0.8 | $1.2M | 2.7k | 421.89 | |
| Home Depot (HD) | 0.8 | $1.1M | 2.8k | 405.21 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.1M | 13k | 82.96 | |
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.8 | $1.1M | 25k | 43.92 | |
| At&t (T) | 0.8 | $1.0M | 36k | 28.24 | |
| Motorola Solutions Com New (MSI) | 0.7 | $1.0M | 2.2k | 457.32 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $991k | 15k | 65.92 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $986k | 7.6k | 129.72 | |
| Regis Corporation Com Shs (RGS) | 0.7 | $938k | 32k | 29.15 | |
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.7 | $907k | 26k | 34.65 | |
| Eli Lilly & Co. (LLY) | 0.7 | $891k | 1.2k | 763.14 | |
| Halliburton Company (HAL) | 0.6 | $859k | 35k | 24.60 | |
| Ishares Msci Equal Weite (EUSA) | 0.6 | $844k | 8.2k | 102.97 | |
| salesforce (CRM) | 0.6 | $795k | 3.4k | 236.97 | |
| Analog Devices (ADI) | 0.6 | $784k | 3.2k | 245.72 | |
| Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) | 0.6 | $774k | 10k | 74.89 | |
| Broadcom (AVGO) | 0.6 | $760k | 2.3k | 329.86 | |
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.6 | $756k | 33k | 22.72 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $733k | 3.9k | 189.70 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $715k | 1.1k | 666.09 | |
| Ge Vernova (GEV) | 0.5 | $711k | 1.2k | 615.12 | |
| Air Products & Chemicals (APD) | 0.5 | $678k | 2.5k | 272.67 | |
| Cme (CME) | 0.5 | $669k | 2.5k | 270.24 | |
| Fiserv (FI) | 0.5 | $649k | 5.0k | 128.93 | |
| Medtronic SHS (MDT) | 0.5 | $629k | 6.6k | 95.25 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $629k | 2.5k | 256.47 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $616k | 2.4k | 254.24 | |
| Verizon Communications (VZ) | 0.4 | $615k | 14k | 43.95 | |
| Johnson & Johnson (JNJ) | 0.4 | $614k | 3.3k | 185.41 | |
| General Motors Company (GM) | 0.4 | $612k | 10k | 60.97 | |
| Steris Shs Usd (STE) | 0.4 | $601k | 2.4k | 247.48 | |
| Abbvie (ABBV) | 0.4 | $598k | 2.6k | 231.51 | |
| WESCO International (WCC) | 0.4 | $591k | 2.8k | 211.47 | |
| TJX Companies (TJX) | 0.4 | $567k | 3.9k | 144.52 | |
| Merck & Co (MRK) | 0.4 | $565k | 6.7k | 83.93 | |
| Union Pacific Corporation (UNP) | 0.4 | $551k | 2.3k | 236.32 | |
| Ford Motor Company (F) | 0.4 | $539k | 45k | 11.96 | |
| Darden Restaurants (DRI) | 0.4 | $530k | 2.8k | 190.39 | |
| Pfizer (PFE) | 0.4 | $523k | 21k | 25.48 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $522k | 1.2k | 435.55 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $521k | 2.4k | 215.76 | |
| Caterpillar (CAT) | 0.4 | $511k | 1.1k | 476.99 | |
| Allstate Corporation (ALL) | 0.4 | $510k | 2.4k | 214.68 | |
| Sherwin-Williams Company (SHW) | 0.4 | $488k | 1.4k | 346.15 | |
| Chubb (CB) | 0.4 | $485k | 1.7k | 282.18 | |
| Capital Group International SHS (CGIE) | 0.4 | $479k | 14k | 33.72 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $479k | 7.4k | 65.00 | |
| UnitedHealth (UNH) | 0.3 | $474k | 1.4k | 345.19 | |
| Tesla Motors (TSLA) | 0.3 | $459k | 1.0k | 444.72 | |
| Meta Platforms Cl A (META) | 0.3 | $459k | 625.00 | 734.16 | |
| Procter & Gamble Company (PG) | 0.3 | $437k | 2.8k | 153.63 | |
| Gra (GGG) | 0.3 | $429k | 5.1k | 84.96 | |
| Advanced Micro Devices (AMD) | 0.3 | $425k | 2.6k | 161.79 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $414k | 1.4k | 293.69 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $411k | 16k | 26.34 | |
| Nucor Corporation (NUE) | 0.3 | $409k | 3.0k | 135.45 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $392k | 1.7k | 227.79 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $372k | 556.00 | 669.32 | |
| CVS Caremark Corporation (CVS) | 0.3 | $371k | 4.9k | 75.40 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $366k | 3.1k | 118.82 | |
| Micron Technology (MU) | 0.3 | $352k | 2.1k | 167.35 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $351k | 625.00 | 562.15 | |
| Ge Aerospace Com New (GE) | 0.3 | $343k | 1.1k | 300.91 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $341k | 727.00 | 468.40 | |
| Diamondback Energy (FANG) | 0.2 | $333k | 2.3k | 143.07 | |
| Cytomx Therapeutics (CTMX) | 0.2 | $326k | 102k | 3.19 | |
| Dex (DXCM) | 0.2 | $326k | 4.8k | 67.29 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $320k | 10k | 31.42 | |
| Best Buy (BBY) | 0.2 | $316k | 4.2k | 75.62 | |
| McDonald's Corporation (MCD) | 0.2 | $308k | 1.0k | 304.02 | |
| Boeing Company (BA) | 0.2 | $308k | 1.4k | 215.75 | |
| Costco Wholesale Corporation (COST) | 0.2 | $299k | 323.00 | 925.68 | |
| L3harris Technologies (LHX) | 0.2 | $297k | 971.00 | 305.48 | |
| Walt Disney Company (DIS) | 0.2 | $289k | 2.5k | 114.52 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $280k | 2.0k | 137.75 | |
| Raymond James Financial (RJF) | 0.2 | $279k | 1.6k | 172.65 | |
| Realty Income (O) | 0.2 | $278k | 4.6k | 60.79 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $276k | 8.1k | 34.17 | |
| BP Sponsored Adr (BP) | 0.2 | $264k | 7.6k | 34.46 | |
| Fidelity National Information Services (FIS) | 0.2 | $253k | 3.8k | 65.95 | |
| Edwards Lifesciences (EW) | 0.2 | $245k | 3.2k | 77.77 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $243k | 5.5k | 44.57 | |
| Nextera Energy (NEE) | 0.2 | $237k | 3.1k | 75.49 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $234k | 1.7k | 137.80 | |
| Iqvia Holdings (IQV) | 0.2 | $234k | 1.2k | 189.94 | |
| Qualcomm (QCOM) | 0.2 | $228k | 1.4k | 166.39 | |
| Howmet Aerospace (HWM) | 0.2 | $218k | 1.1k | 196.21 | |
| Electronic Arts (EA) | 0.2 | $215k | 1.1k | 201.78 | |
| Stryker Corporation (SYK) | 0.2 | $214k | 578.00 | 369.58 | |
| Gilead Sciences (GILD) | 0.2 | $214k | 1.9k | 111.01 | |
| Tractor Supply Company (TSCO) | 0.2 | $213k | 3.7k | 56.88 | |
| Deere & Company (DE) | 0.1 | $205k | 448.00 | 456.88 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $204k | 3.1k | 65.27 | |
| S&p Global (SPGI) | 0.1 | $201k | 414.00 | 486.58 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $100k | 12k | 8.20 |
