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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
DGROIshares Tr
Recent Activity
Decreased -1.03%
3.13%
$5.797M
92,470 shares@ $62.69 avg price
VBRVanguard Index Fds
Recent Activity
Increased 1.19%
2.97%
$5.501M
27,398 shares@ $200.78 avg price
AAPLApple Inc
Recent Activity
Decreased -0.83%
2.43%
$4.501M
19,317 shares@ $233.01 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -9.74%
2.14%
$3.966M
58,744 shares@ $67.51 avg price
ICVTIshares Tr
Recent Activity
Decreased -2.79%
1.62%
$2.996M
35,808 shares@ $83.67 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.99%
1.39%
$2.564M
4,859 shares@ $527.68 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -40.38%
1.37%
$2.531M
29,945 shares@ $84.53 avg price
XSMOInvesco Exchange Traded Fd T
Recent Activity
Increased 2.74%
1.26%
$2.323M
35,094 shares@ $66.2 avg price
MGCVanguard World Fd
Recent Activity
Decreased -2%
1.21%
$2.245M
10,865 shares@ $206.65 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.05%
1.05%
$1.934M
40,682 shares@ $47.53 avg price