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William D'Agostino

@Aspire Wealth Management Corp

Latest period2024 - Q3ReportedManaged Assets$185.791MTotal holdings196
Assets growth rate6.3%Assets growth rate (2-Q avg)5.9%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspire Wealth Management Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Aspire Wealth Management Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 185.791M in assets, with a quarterly growth rate of 6.3% and a 2-quarter average growth rate of 5.9%. The portfolio is managed by William D'Agostino, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XMMOInvesco Exchange Traded Fd T
Recent Activity
Increased 1.19%
6.83%
$12.687M
105,435 shares@ $120.34 avg price
IWYIshares Tr
Recent Activity
Increased 1.29%
6.01%
$11.164M
50,736 shares@ $220.06 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 4.18%
5.86%
$10.87M
290,875 shares@ $37.37 avg price
COWZPacer Fds Tr
Recent Activity
Increased 8.29%
5.54%
$10.292M
177,977 shares@ $57.84 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 12.15%
5.52%
$10.239M
142,682 shares@ $71.77 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -3.35%
5.1%
$9.465M
97,632 shares@ $96.96 avg price
ILCGIshares Tr
Recent Activity
Increased 0.14%
4.47%
$8.301M
98,778 shares@ $84.04 avg price
XSVMInvesco Exchange Traded Fd T
Recent Activity
Increased 0.39%
3.72%
$6.899M
125,454 shares@ $54.99 avg price
HFXINew York Life Investments Et
Recent Activity
Increased 23.17%
3.35%
$6.212M
224,755 shares@ $27.64 avg price
IHDGWisdomtree Tr
Recent Activity
Decreased -1.65%
3.2%
$5.943M
130,045 shares@ $45.71 avg price