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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
TFLOIshares Tr
Recent Activity
Exited
0%
$253
5 shares@ $50.6 avg price