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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
OUSMAlps Etf Tr
Recent Activity
New Position
0.12%
$217,688
4,830 shares@ $45.07 avg price
CPRJCalamos Etf Tr
Recent Activity
New Position
0.1%
$181,029
7,172 shares@ $25.25 avg price
AJANInnovator Etfs Trust
Recent Activity
New Position
0.09%
$161,652
6,196 shares@ $26.09 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.09%
$157,358
1,640 shares@ $95.95 avg price
FLAOAim Etf Products Trust
Recent Activity
New Position
0.08%
$141,281
5,210 shares@ $27.12 avg price
DFGPDimensional Etf Trust
Recent Activity
New Position
0.06%
$94,552
1,716 shares@ $55.11 avg price
IAUGInnovator Etfs Trust
Recent Activity
New Position
0.05%
$79,011
3,090 shares@ $25.57 avg price
CPSJCalamos Etf Tr
Recent Activity
New Position
0.05%
$77,164
3,122 shares@ $24.72 avg price
CHGGChegg Inc
Recent Activity
New Position
0.04%
$68,667
38,795 shares@ $1.77 avg price
ESGAAmerican Centy Etf Tr
Recent Activity
New Position
0.03%
$51,741
736 shares@ $70.31 avg price