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  Name: ASPIREON WEALTH ADVISORS
  City: SAN ANTONIO
  State: TX
  Zip: 78213
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-03-31
  Total Value : $183,473,000
  Total Value Change : $-11,246,000
  Securities Held Change : -9
   
All Securities Held : 37
  New Positions : 0
  Closed Positions : 12
  Increased Positions : 13
  Unchanged Positions : 3
  Decreased Positions : 21

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 2 - $91.39 $26,329,000 247,527 14.35% 9,796,000 90,209 0.022    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 4 - $106.58 $10,403,000 94,355 5.67% 4,282,000 39,145 0.005    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 5 - $45.69 $10,014,000 267,968 5.46% 4,598,000 115,798 0.015    Closed - End Fund - E...
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 7 - $77.28 $7,294,000 96,551 3.98% 419,000 5,417 0.003    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 9 - $0.00 $6,088,000 91,065 3.32% 6,088,000 91,065 0.001    N/A
   (KWEB)1 Year Chart         KWEB Kraneshares Csi China Internet 11 - $32.26 $5,639,000 180,805 3.07% 5,639,000 180,805 0.1    N/A
   (GSG)1 Year Chart         GSG iShares S&P GSCI Commodity-... 12 - $22.43 $5,362,000 266,498 2.92% 252,000 32,739 0.415    Closed - End Fund - E...
   (FINX)1 Year Chart         FINX Global X Funds Global X Fin... 18 - $26.10 $2,115,000 101,587 1.15% 970,000 45,790 0.513    N/A
   (FTAI)1 Year Chart         FTAI Fortress Transportation & I... 19 - $78.24 $1,991,000 71,205 1.09% 991,000 15,060 0.071    N/A
   (VNM)1 Year Chart         VNM Vaneck Vectors Vietnam Etf 20 - $15.92 $1,946,000 159,741 1.06% 803,000 68,849 0.622    Closed - End Fund - Debt
   (CFR)1 Year Chart         CFR Cullen Frost Bankers Inc 24 - $105.58 $1,106,000 10,500 0.6% -284,000 100 0.017    Domestic Regional Banks
   (GOOG)1 Year Chart         GOOG Alphabet Inc 34 - $177.29 $320,000 3,080 0.17% 320,000 3,080 0    Search Engines & Info...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 36 - $119.64 $247,000 2,253 0.13% -92,000 47 0    Integrated Oil & Gas
      13 Records Found
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Page 1 of 1
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