Aspire Wealth Management Corp

Aspire Wealth Management Corp as of March 31, 2022

Portfolio Holdings for Aspire Wealth Management Corp

Aspire Wealth Management Corp holds 177 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.5 $8.2M 104k 78.89
Ishares Tr Morningstar Grwt (ILCG) 5.4 $6.8M 105k 65.00
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 5.3 $6.7M 77k 86.33
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 4.6 $5.8M 134k 42.94
Ishares Tr Core Div Grwth (DGRO) 4.3 $5.5M 102k 53.41
Ishares Tr Rus Top 200 Etf (IWL) 4.2 $5.3M 49k 108.08
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.8 $4.9M 40k 120.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $4.7M 27k 175.95
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.5 $4.5M 138k 32.24
Apple (AAPL) 3.1 $4.0M 23k 174.63
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $3.9M 17k 227.66
Spdr Ser Tr Russell Yield (ONEY) 2.9 $3.7M 37k 101.44
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 2.9 $3.7M 69k 53.87
Ishares Tr Conv Bd Etf (ICVT) 2.8 $3.6M 43k 83.32
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.6 $3.3M 62k 53.13
Ishares Tr Esg Awr Msci Usa (ESGU) 2.5 $3.2M 32k 101.35
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 1.9 $2.4M 43k 55.80
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 1.5 $1.9M 38k 49.03
Vanguard World Mega Cap Index (MGC) 1.4 $1.7M 11k 159.02
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.3 $1.6M 11k 149.66
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $1.6M 20k 77.57
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.4M 5.7k 248.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.1 $1.4M 8.6k 158.83
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.2M 23k 50.27
Tesla Motors (TSLA) 0.9 $1.1M 1.1k 1077.80
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.1M 4.6k 237.74
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.1M 23k 47.37
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $1.1M 31k 33.95
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.8 $1.1M 3.0k 351.35
Medtronic SHS (MDT) 0.8 $1.0M 9.4k 110.94
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.0M 4.7k 212.53
Ishares Tr Msci Usa Value (VLUE) 0.8 $983k 9.4k 104.54
Microsoft Corporation (MSFT) 0.8 $969k 3.1k 308.30
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $917k 9.5k 96.28
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.7 $865k 28k 30.82
Exxon Mobil Corporation (XOM) 0.7 $825k 10k 82.56
Vanguard Index Fds Growth Etf (VUG) 0.6 $793k 2.8k 287.53
Amazon (AMZN) 0.6 $704k 216.00 3259.26
Flexshares Tr Int Qltdvdynam (IQDY) 0.6 $703k 25k 28.61
Vanguard Index Fds Large Cap Etf (VV) 0.6 $699k 3.4k 208.41
Ishares Tr MRGSTR SM CP GR (ISCG) 0.5 $617k 14k 44.19
Procter & Gamble Company (PG) 0.5 $610k 4.0k 152.84
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.4 $553k 14k 39.76
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.4 $550k 4.8k 114.16
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $542k 17k 32.65
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $490k 8.5k 57.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $486k 1.4k 353.20
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $447k 12k 36.91
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $445k 12k 38.68
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.4 $443k 7.8k 56.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $426k 3.8k 112.19
Etf Ser Solutions Aptus Defined (DRSK) 0.3 $416k 15k 27.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $414k 5.2k 79.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $393k 5.2k 74.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $382k 921.00 414.77
Select Sector Spdr Tr Energy (XLE) 0.3 $376k 4.9k 76.52
Alphabet Cap Stk Cl C (GOOG) 0.3 $371k 133.00 2789.47
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $366k 10k 35.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $361k 2.7k 134.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $352k 6.5k 53.86
Amgen (AMGN) 0.3 $344k 1.4k 241.57
Pfizer (PFE) 0.3 $336k 6.5k 51.76
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $324k 5.5k 58.54
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.3 $322k 8.4k 38.39
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $321k 4.0k 80.51
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $318k 6.1k 52.55
Avery Dennison Corporation (AVY) 0.3 $317k 1.8k 173.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $315k 13k 24.90
Wp Carey (WPC) 0.2 $309k 3.8k 80.74
Spdr Ser Tr S&p 600 Sml Cap 0.2 $302k 3.2k 93.53
Invesco Exch Traded Fd Tr Ii S&p Intl Dev 0.2 $294k 11k 26.48
Ishares Tr U.s. Tech Etf (IYW) 0.2 $290k 2.8k 103.20
Bank of America Corporation (BAC) 0.2 $290k 7.0k 41.20
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.2 $287k 4.6k 62.01
Penn National Gaming (PENN) 0.2 $282k 6.6k 42.49
Ishares Tr Core Total Usd (IUSB) 0.2 $277k 5.6k 49.57
Ishares Tr Rus 1000 Etf (IWB) 0.2 $272k 1.1k 249.77
Meta Platforms Cl A (META) 0.2 $267k 1.2k 221.95
Alphabet Cap Stk Cl A (GOOGL) 0.2 $264k 95.00 2778.95
Wisdomtree Tr Currncy Int Eq (DDWM) 0.2 $263k 8.6k 30.74
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $245k 8.1k 30.38
American Centy Etf Tr Sustainable Eqty (ESGA) 0.2 $239k 4.3k 56.22
General Electric Com New (GE) 0.2 $233k 2.6k 91.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $225k 1.0k 222.55
Raytheon Technologies Corp (RTX) 0.2 $214k 2.2k 99.03
Netflix (NFLX) 0.2 $205k 548.00 374.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $201k 2.6k 78.27
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $182k 2.2k 83.52
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $177k 3.2k 54.53
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $170k 3.5k 48.05
Vanguard Index Fds Value Etf (VTV) 0.1 $164k 1.1k 147.61
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $163k 968.00 168.39
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.1 $145k 6.4k 22.58
Vanguard World Mega Grwth Ind (MGK) 0.1 $135k 575.00 234.78
Ishares Tr Russell 2000 Etf (IWM) 0.1 $130k 631.00 206.02
Ishares Tr Msci Intl Sml Cp (ISCF) 0.1 $124k 3.6k 34.23
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $124k 2.0k 60.78
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $120k 893.00 134.38
Etf Ser Solutions Aptus Collared (ACIO) 0.1 $118k 3.7k 31.58
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $111k 867.00 128.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $111k 415.00 267.47
Vanguard World Mega Cap Val Etf (MGV) 0.1 $111k 1.0k 107.45
Ishares Tr Msci Usa Multift (LRGF) 0.1 $90k 2.0k 44.60
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $90k 1.8k 50.36
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $88k 716.00 122.91
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $84k 677.00 124.08
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $72k 2.5k 28.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $69k 916.00 75.33
Ishares Tr Msci Usa Sze Ft (SIZE) 0.1 $67k 513.00 130.60
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $66k 388.00 170.10
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $62k 760.00 81.58
American Centy Etf Tr Focused Dynamic (FDG) 0.0 $61k 845.00 72.19
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $61k 1.0k 60.88
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $59k 1.7k 34.16
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $53k 497.00 106.64
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $52k 1.4k 38.49
Ishares Tr Msci Intl Multft (INTF) 0.0 $51k 1.8k 27.72
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $51k 384.00 132.81
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $51k 961.00 53.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $50k 961.00 52.03
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $49k 978.00 50.10
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $49k 1.3k 37.04
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $46k 257.00 178.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $44k 966.00 45.55
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $44k 590.00 74.58
Ishares Tr Cohen Steer Reit (ICF) 0.0 $41k 574.00 71.43
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $40k 1.3k 31.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $36k 222.00 162.16
Ishares Tr Core Msci Total (IXUS) 0.0 $34k 515.00 66.02
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.0 $33k 959.00 34.41
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $32k 383.00 83.55
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $28k 534.00 52.43
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 0.0 $24k 498.00 48.19
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.0 $24k 873.00 27.49
Ishares Tr U.s. Finls Etf (IYF) 0.0 $22k 260.00 84.62
Ishares Tr Core S&p500 Etf (IVV) 0.0 $21k 47.00 446.81
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $20k 255.00 78.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $17k 110.00 154.55
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $17k 290.00 58.62
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $17k 229.00 74.24
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $14k 215.00 65.12
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $14k 170.00 82.35
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $12k 276.00 43.48
Ishares Tr Select Divid Etf (DVY) 0.0 $12k 96.00 125.00
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $12k 256.00 46.88
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $12k 110.00 109.09
Ishares Tr National Mun Etf (MUB) 0.0 $11k 97.00 113.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $10k 97.00 103.09
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $10k 326.00 30.67
Ishares Tr Mbs Etf (MBB) 0.0 $9.0k 85.00 105.88
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $9.0k 151.00 59.60
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $8.0k 132.00 60.61
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $8.0k 109.00 73.39
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $7.0k 113.00 61.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $7.0k 86.00 81.40
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $7.0k 188.00 37.23
Ishares Tr Global Finls Etf (IXG) 0.0 $6.0k 73.00 82.19
Etf Ser Solutions Aptus Drawdown (ADME) 0.0 $6.0k 151.00 39.74
Spdr Ser Tr S&p Biotech (XBI) 0.0 $6.0k 71.00 84.51
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $5.0k 107.00 46.73
Ishares Tr Us Home Cons Etf (ITB) 0.0 $5.0k 76.00 65.79
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $5.0k 102.00 49.02
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $5.0k 225.00 22.22
Ishares Tr Core Msci Eafe (IEFA) 0.0 $3.0k 49.00 61.22
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $2.0k 45.00 44.44
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $2.0k 77.00 25.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.0k 4.00 250.00
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.0k 16.00 62.50
Ishares Tr Ishares Biotech (IBB) 0.0 $1.0k 4.00 250.00
Ishares Tr Micro-cap Etf (IWC) 0.0 $1.0k 4.00 250.00
Select Sector Spdr Tr Technology (XLK) 0.0 $0 3.00 0.00
Ishares Tr Global Tech Etf (IXN) 0.0 $0 1.00 0.00
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $0 0 0.00
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $0 1.00 0.00
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $0 9.00 0.00
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $0 4.00 0.00
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $0 0 0.00