ASPIRE GROWTH PARTNERS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VOO | VANGUARD 500 INDEX FUND | 21,902 | +3,464 | +18.79% | $541.50 | 10.02% | 0.00% | 11,299,221 | 2025-03-31 | ||||||
| AAPL | APPLE | 38,069 | +347 | +0.92% | $235.59 | 6.64% | 0.00% | 7,486,419 | 2025-03-31 | ||||||
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND | 39,039 | +2,641 | +7.26% | $191.35 | 6.18% | 0.14% | 6,970,074 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 14,084 | +927 | +7.05% | $424.75 | 5.40% | 0.00% | 6,090,765 | 2025-03-31 | ||||||
| QQQM | INVESCO NASDAQ 100 ETF | 20,603 | +4,131 | +25.08% | $208.25 | 3.64% | 0.01% | 4,099,948 | 2025-03-31 | ||||||
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 110,108 | +63,056 | +134.01% | $35.13 | 3.26% | 0.00% | 3,671,000 | 2025-03-31 | ||||||
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 86,071 | +26,126 | +43.58% | $36.32 | 2.70% | 0.00% | 3,047,764 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 10,216 | +468 | +4.80% | $291.29 | 2.50% | 0.00% | 2,820,720 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 9,922 | -45 | -0.45% | $233.00 | 2.19% | 0.00% | 2,472,550 | 2025-03-31 | ||||||
| WMT | WALMART | 24,359 | +7,943 | +48.39% | $89.32 | 2.14% | 0.00% | 2,407,415 | 2025-03-31 | ||||||
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 92,083 | -1,878 | -2.00% | $25.86 | 2.06% | 0.00% | 2,324,181 | 2025-03-31 | ||||||
| IBM | IBM | 7,849 | +18 | +0.23% | $222.28 | 1.75% | 0.00% | 1,972,225 | 2025-03-31 | ||||||
| AMZN | AMAZON | 10,090 | +439 | +4.55% | $205.09 | 1.69% | 0.00% | 1,904,389 | 2025-03-31 | ||||||
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 17,162 | -599 | -3.37% | $91.66 | 1.41% | 0.01% | 1,592,980 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 13,628 | +405 | +3.06% | $116.37 | 1.26% | 0.00% | 1,425,668 | 2025-03-31 | ||||||
| MPC | MARATHON PETROLEUM | 9,440 | +285 | +3.11% | $151.25 | 1.21% | 0.00% | 1,365,918 | 2025-03-31 | ||||||
| V | VISA | 3,744 | +51 | +1.38% | $301.88 | 1.16% | 0.00% | 1,309,969 | 2025-03-31 | ||||||
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | 13,766 | -338 | -2.40% | $97.78 | 1.14% | 0.11% | 1,282,561 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,362 | -18 | -0.76% | $0.00 | 1.09% | 0.00% | 1,224,036 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 2,398 | +10 | +0.42% | $505.31 | 1.03% | 0.00% | 1,158,735 | 2025-03-31 | ||||||
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 13,716 | -796 | -5.49% | $82.22 | 1.01% | 0.00% | 1,133,224 | 2025-03-31 | ||||||
| TT | TRANE TECHNOLOGIES | 2,758 | +2,758 | Open | $359.50 | 1.00% | 0.00% | 1,123,031 | 2025-03-31 | ||||||
| LMT | LOCKHEED MARTIN | 2,368 | -17 | -0.71% | $541.37 | 0.99% | 0.00% | 1,116,218 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 7,196 | +482 | +7.18% | $178.15 | 0.96% | 0.00% | 1,081,483 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 7,099 | +402 | +6.00% | $176.40 | 0.95% | 0.00% | 1,074,668 | 2025-03-31 | ||||||
| T | AT&T | 38,212 | -555 | -1.43% | $22.50 | 0.95% | 0.00% | 1,073,760 | 2025-03-31 | ||||||
| ETN | EATON CORP | 3,424 | +3,424 | Open | $307.40 | 0.92% | 0.00% | 1,034,776 | 2025-03-31 | ||||||
| CGGR | CAPITAL GROUP GROWTH ETF | 28,925 | +1,145 | +4.12% | $36.94 | 0.91% | 0.00% | 1,029,442 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 2,767 | +55 | +2.03% | $407.28 | 0.89% | 0.00% | 1,003,710 | 2025-03-31 | ||||||
| FI | FISERV | 5,392 | +195 | +3.75% | $204.33 | 0.87% | 0.00% | 982,368 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 3,469 | +472 | +15.75% | $323.63 | 0.86% | 0.00% | 965,127 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 1,212 | +58 | +5.03% | $813.13 | 0.83% | 0.00% | 941,107 | 2025-03-31 | ||||||
| MSI | MOTOROLA SOLUTIONS | 2,244 | +31 | +1.40% | $475.17 | 0.83% | 0.00% | 931,447 | 2025-03-31 | ||||||
| CME | CME GROUP | 2,975 | +616 | +26.11% | $234.35 | 0.75% | 0.00% | 847,270 | 2025-03-31 | ||||||
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 7,232 | -26 | -0.36% | $127.93 | 0.75% | 0.01% | 840,600 | 2025-03-31 | ||||||
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | 2,349 | -57 | -2.37% | $361.60 | 0.71% | 0.01% | 802,048 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 13,725 | +231 | +1.71% | $55.52 | 0.67% | 0.00% | 758,185 | 2025-03-31 | ||||||
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | 23,811 | +9,748 | +69.32% | $30.52 | 0.67% | 0.00% | 755,750 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 3,879 | +393 | +11.27% | $197.59 | 0.67% | 0.00% | 750,184 | 2025-03-31 | ||||||
| UPGD | CLAYMORE/RAYMOND JAMES SB-1 EQUITY FUND | 10,368 | -143 | -1.36% | $72.05 | 0.63% | 0.68% | 709,743 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 16,020 | -1,054 | -6.17% | $42.06 | 0.62% | 0.00% | 703,118 | 2025-03-31 | ||||||
| HAL | HALLIBURTON | 36,098 | +6 | +0.02% | $29.25 | 0.62% | 0.00% | 698,857 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 2,508 | +103 | +4.28% | $315.04 | 0.59% | 0.00% | 663,681 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 3,836 | +564 | +17.24% | $180.49 | 0.58% | 0.00% | 656,531 | 2025-03-31 | ||||||
| ADI | ANALOG DEVICES | 3,178 | -23 | -0.72% | $220.39 | 0.56% | 0.00% | 635,241 | 2025-03-31 | ||||||
| F | FORD | 58,413 | +2,587 | +4.63% | $10.60 | 0.53% | 0.00% | 600,490 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,062 | +158 | +17.48% | $587.60 | 0.53% | 0.00% | 595,880 | 2025-03-31 | ||||||
| LHX | L3HARRIS TECHNOLOGIES | 2,727 | +119 | +4.56% | $237.49 | 0.53% | 0.00% | 594,074 | 2025-03-31 | ||||||
| DRI | DARDEN RESTAURANTS | 2,824 | +127 | +4.71% | $169.98 | 0.50% | 0.00% | 559,117 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 6,661 | +6,661 | Open | $89.19 | 0.49% | 0.00% | 553,963 | 2025-03-31 | ||||||