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  Name: ASPIREON WEALTH ADVISORS
  City: SAN ANTONIO
  State: TX
  Zip: 78213
   
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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 : 3     View All Holdings Currently Viewing:  Unchanged 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
   (V)1 Year Chart         V Visa Inc 33 - $280.10 $384,000 1,701 0.21% 31,000 0 0    Business Services
   (RANI)1 Year Chart         RANI Rani Therapeutics Holdings,... 35 - $0.00 $248,000 48,129 0.14% -36,000 0 0.244    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 37 - $179.67 $245,000 1,814 0.13% 34,000 0 0    Oil & Gas Refining, P...

      3 Records Found
  1    
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