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Name: |
Aspire Wealth Management Corp |
City: |
WALTHAM |
State: |
MA |
Zip: |
02452 |
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Holdings
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15 |
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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 |
|
DYNF |
Blackrock Us Equity Factor ... |
31 |
New |
$44.26 |
$1,168,000 |
26,302 |
0.7% |
1,168,000 |
26,302 |
0.292 |
N/A |
|
DFIS |
Dfa Dimensional Internation... |
40 |
New |
$0.00 |
$785,000 |
31,342 |
0.47% |
785,000 |
31,342 |
0.035 |
N/A |
|
IVE |
iShares S&P 500/BARRA Value |
49 |
New |
$184.16 |
$706,000 |
3,780 |
0.43% |
706,000 |
3,780 |
0 |
Closed - End Fund - E... |
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EMXC |
Ishares Msci Emerging Marke... |
67 |
New |
$0.00 |
$403,000 |
7,001 |
0.24% |
403,000 |
7,001 |
0.001 |
N/A |
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NVDA |
NVIDIA Corporation |
81 |
New |
$903.99 |
$263,000 |
291 |
0.16% |
263,000 |
291 |
0 |
Semiconductor - Speci... |
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CMG |
Chipotle Mexican Grill Inc |
90 |
New |
$3,195.40 |
$221,000 |
76 |
0.13% |
221,000 |
76 |
0 |
Restaurants |
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DBEF |
Xtrackers MSCI EAFE Hedged ... |
93 |
New |
$41.59 |
$215,000 |
5,253 |
0.13% |
215,000 |
5,253 |
0.005 |
N/A |
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AVY |
Avery Dennison Corporation |
94 |
New |
$225.07 |
$214,000 |
960 |
0.13% |
214,000 |
960 |
0.001 |
Paper & Paper Products |
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RTX |
RTX Corp |
96 |
New |
$101.02 |
$210,000 |
2,149 |
0.13% |
210,000 |
2,149 |
0 |
Conglomerates |
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LMT |
Lockheed Martin Corp |
98 |
New |
$470.56 |
$205,000 |
451 |
0.12% |
205,000 |
451 |
0 |
Aerospace/Defense - M... |
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MOTE |
Vaneck Morningstar Esg Moat... |
99 |
New |
$0.00 |
$202,000 |
7,457 |
0.12% |
202,000 |
7,457 |
0.083 |
N/A |
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IXC |
iShares tr S&P Glbl Energy |
109 |
New |
$43.64 |
$138,000 |
3,211 |
0.08% |
138,000 |
3,211 |
0.004 |
Closed - End Fund - E... |
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IBDR |
Ishares Ibonds Dec 2026 Ter... |
149 |
New |
$0.00 |
$27,000 |
1,137 |
0.02% |
27,000 |
1,137 |
0.001 |
N/A |
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OEF |
iShares S&P 100 Index |
162 |
New |
$248.18 |
$9,000 |
37 |
0.01% |
9,000 |
37 |
0 |
Closed - End Fund - E... |
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JEPI |
Jpmorgan Equity Premium Inc... |
173 |
New |
$0.00 |
$2,000 |
30 |
0% |
2,000 |
30 |
0 |
N/A |
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