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Name: |
ASPIREON WEALTH ADVISORS |
City: |
SAN ANTONIO |
State: |
TX |
Zip: |
78213 |
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Holdings
Found :
12 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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OEF |
iShares S&P 100 Index |
42 |
Closed |
$252.41 |
$0 |
0 |
0% |
-217,000 |
-1,271 |
0 |
Closed - End Fund - E... |
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RC |
Ready Capital Corp |
48 |
Closed |
$8.71 |
$0 |
0 |
0% |
-2,191,000 |
-196,704 |
0 |
REIT - Diversified |
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QQQ |
Invesco QQQ Trust Series I |
41 |
Closed |
$451.76 |
$0 |
0 |
0% |
-1,817,000 |
-8,345 |
0 |
Closed - End Fund - Debt |
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AMZN |
Amazon.com Inc |
47 |
Closed |
$184.70 |
$0 |
0 |
0% |
-239,000 |
-2,724 |
0 |
Internet Software & S... |
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ORLY |
O Reilly Automotive Inc |
40 |
Closed |
$1,012.06 |
$0 |
0 |
0% |
-9,415,000 |
-11,155 |
0 |
Auto Parts Stores |
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PFE |
Pfizer Inc |
46 |
Closed |
$28.64 |
$0 |
0 |
0% |
-205,000 |
-3,999 |
0 |
Drug Manufacturers - ... |
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IWR |
iShares Tr Rssll MidCap Indx |
39 |
Closed |
$83.29 |
$0 |
0 |
0% |
-1,348,000 |
-19,989 |
0 |
Closed - End Fund - E... |
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JNJ |
Johnson & Johnson |
45 |
Closed |
$154.64 |
$0 |
0 |
0% |
-859,000 |
-4,966 |
0 |
Drug Manufacturers - ... |
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HSY |
Hershey Foods Corp |
38 |
Closed |
$207.04 |
$0 |
0 |
0% |
-292,000 |
-1,260 |
0 |
Confectioners |
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WFC |
Wells Fargo & Co |
44 |
Closed |
$61.08 |
$0 |
0 |
0% |
-212,000 |
-5,124 |
0 |
Domestic Money Center... |
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LOW |
Lowes Companies Inc |
43 |
Closed |
$231.11 |
$0 |
0 |
0% |
-322,000 |
-1,614 |
0 |
Home Improvement Stores |
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STIP |
Ishares Barclays 0-5 Year T... |
49 |
Closed |
$99.33 |
$0 |
0 |
0% |
-6,563,000 |
-67,405 |
0 |
N/A |
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