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  Name: Aspire Wealth Management Corp
  City: WALTHAM
  State: MA
  Zip: 02452
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $165,687,000
  Total Value Change : $18,527,000
  Securities Held Change : 4
   
All Securities Held : 187
  New Positions : 15
  Closed Positions : 11
  Increased Positions : 69
  Unchanged Positions : 47
  Decreased Positions : 56

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  New 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
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 31 New $44.35 $1,168,000 26,302 0.7% 1,168,000 26,302 0.292    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 40 New $0.00 $785,000 31,342 0.47% 785,000 31,342 0.035    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 49 New $184.22 $706,000 3,780 0.43% 706,000 3,780 0    Closed - End Fund - E...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 67 New $0.00 $403,000 7,001 0.24% 403,000 7,001 0.001    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 81 New $898.78 $263,000 291 0.16% 263,000 291 0    Semiconductor - Speci...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 90 New $3,239.23 $221,000 76 0.13% 221,000 76 0    Restaurants
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 93 New $41.62 $215,000 5,253 0.13% 215,000 5,253 0.005    N/A
   (AVY)1 Year Chart         AVY Avery Dennison Corporation 94 New $225.61 $214,000 960 0.13% 214,000 960 0.001    Paper & Paper Products
   (RTX)1 Year Chart         RTX RTX Corp 96 New $101.02 $210,000 2,149 0.13% 210,000 2,149 0    Conglomerates
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 98 New $468.88 $205,000 451 0.12% 205,000 451 0    Aerospace/Defense - M...
   (MOTE)1 Year Chart         MOTE Vaneck Morningstar Esg Moat... 99 New $0.00 $202,000 7,457 0.12% 202,000 7,457 0.083    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 109 New $43.71 $138,000 3,211 0.08% 138,000 3,211 0.004    Closed - End Fund - E...
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... 149 New $0.00 $27,000 1,137 0.02% 27,000 1,137 0.001    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 162 New $247.84 $9,000 37 0.01% 9,000 37 0    Closed - End Fund - E...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 173 New $0.00 $2,000 30 0% 2,000 30 0    N/A
      15 Records Found
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Page 1 of 1
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