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Aspire Growth Partners LLC Top Holdings and 13F Report (2025)

About Aspire Growth Partners LLC

Investment Activity

  • Aspire Growth Partners LLC has $112.71 million in total holdings as of March 31, 2025.
  • Aspire Growth Partners LLC owns shares of 113 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
  • Approximately 14.53% of the portfolio was purchased this quarter.
  • About 1.24% of the portfolio was sold this quarter.
  • This quarter, Aspire Growth Partners LLC has purchased 99 new stocks and bought additional shares in 67 stocks.
  • Aspire Growth Partners LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$7,486,419
Microsoft
$6,090,765

Largest New Holdings this Quarter

G8994E103 - Trane Technologies
$1,123,031 Holding
G29183103 - Eaton
$1,034,776 Holding
G5960L103 - Medtronic
$553,963 Holding
G8473T100 - STERIS
$547,828 Holding
H1467J104 - Chubb
$501,262 Holding

Largest Purchases this Quarter

Capital Group Core Equity ETF
63,056 shares (about $2.10M)
Vanguard S&P 500 ETF
3,464 shares (about $1.79M)
Trane Technologies
2,758 shares (about $1.12M)
Eaton
3,424 shares (about $1.03M)
Capital Group Dividend Value ETF
26,126 shares (about $925.12K)

Largest Sales this Quarter

iShares MSCI USA Momentum Factor ETF
460 shares (about $99.20K)
Nucor
786 shares (about $90.52K)
iShares 1-3 Year Treasury Bond ETF
796 shares (about $65.77K)
iShares MSCI USA Min Vol Factor ETF
599 shares (about $55.60K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAspire Growth Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,299,221$1,787,074 18.8%21,90210.0%ETF
Apple Inc. stock logo
AAPL
Apple
$7,486,419$68,239 0.9%38,0696.6%Computer and Technology
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$6,970,074$471,528 7.3%39,0396.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$6,090,765$400,890 7.0%14,0845.4%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$4,099,948$822,059 25.1%20,6033.6%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$3,671,000$2,102,287 134.0%110,1083.3%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$3,047,764$925,119 43.6%86,0712.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,820,720$129,219 4.8%10,2162.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,472,550$11,214 -0.5%9,9222.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$2,407,415$785,012 48.4%24,3592.1%Retail/Wholesale
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$2,324,181$47,401 -2.0%92,0832.1%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$1,972,225$4,523 0.2%7,8491.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,904,389$82,857 4.5%10,0901.7%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,592,980$55,599 -3.4%17,1621.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,425,668$42,368 3.1%13,6281.3%Energy
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$1,365,918$41,238 3.1%9,4401.2%Energy
Visa Inc. stock logo
V
Visa
$1,309,969$17,844 1.4%3,7441.2%Business Services
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$1,282,561$31,491 -2.4%13,7661.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,224,036$9,328 -0.8%2,3621.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,158,735$4,832 0.4%2,3981.0%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,133,224$65,766 -5.5%13,7161.0%Manufacturing
Trane Technologies plc stock logo
TT
Trane Technologies
$1,123,031$1,123,031 New Holding2,7581.0%Construction
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,116,218$8,013 -0.7%2,3681.0%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$1,081,483$72,440 7.2%7,1961.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,074,668$60,856 6.0%7,0991.0%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$1,073,760$15,596 -1.4%38,2121.0%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$1,034,776$1,034,776 New Holding3,4240.9%Industrials
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$1,029,442$40,751 4.1%28,9250.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,003,710$19,951 2.0%2,7670.9%Retail/Wholesale
Fiserv, Inc. stock logo
FI
Fiserv
$982,368$35,527 3.8%5,3920.9%Business Services
Salesforce, Inc. stock logo
CRM
Salesforce
$965,127$131,317 15.7%3,4690.9%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$941,107$45,036 5.0%1,2120.8%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$931,447$12,868 1.4%2,2440.8%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$847,270$175,435 26.1%2,9750.8%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$840,600$3,022 -0.4%7,2320.7%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$802,048$19,462 -2.4%2,3490.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$758,185$12,761 1.7%13,7250.7%ETF
CAPITAL GROUP DIVIDEND GROWE
$755,750$309,397 69.3%23,8110.7%SHS ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$750,184$76,005 11.3%3,8790.7%Computer and Technology
RYJ
Invesco Bloomberg Analyst Rating Improvers ETF
$709,743$9,789 -1.4%10,3680.6%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$703,118$46,260 -6.2%16,0200.6%Computer and Technology
Halliburton stock logo
HAL
Halliburton
$698,857$116 0.0%36,0980.6%Energy
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$663,681$27,256 4.3%2,5080.6%Basic Materials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$656,531$96,529 17.2%3,8360.6%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$635,241$4,597 -0.7%3,1780.6%Computer and Technology
Ford Motor stock logo
F
Ford Motor
$600,490$26,595 4.6%58,4130.5%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$595,880$88,653 17.5%1,0620.5%Finance
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$594,074$25,924 4.6%2,7270.5%Aerospace
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$559,117$25,144 4.7%2,8240.5%Retail/Wholesale
Medtronic plc stock logo
MDT
Medtronic
$553,963$553,963 New Holding6,6610.5%Medical
STERIS plc stock logo
STE
STERIS
$547,828$547,828 New Holding2,4350.5%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$542,434$133,360 32.6%1,3870.5%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$534,248$10,840 2.1%6,7520.5%Medical
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$526,845$99,201 -15.8%2,4430.5%ETF
General Motors stock logo
GM
General Motors
$523,146$89,760 20.7%11,5050.5%Auto/Tires/Trucks
Nucor Co. stock logo
NUE
Nucor
$522,031$90,518 -14.8%4,5330.5%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$521,375$38,690 -6.9%3,3150.5%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$515,230$25,674 5.2%1,4650.5%Basic Materials
AbbVie Inc. stock logo
ABBV
AbbVie
$512,866$2,257 -0.4%2,7270.5%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$508,9780.0%22,3330.5%Medical
Chubb Limited stock logo
CB
Chubb
$501,262$501,262 New Holding1,7260.4%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$498,668$14,541 3.0%2,3320.4%Transportation
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$490,774$15,179 3.2%2,2310.4%ETF
The Allstate Co. stock logo
ALL
Allstate
$483,876$5,714 1.2%2,3710.4%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$443,662$9,399 2.2%2,7850.4%Consumer Staples
WESCO International, Inc. stock logo
WCC
WESCO International
$443,426$2,225 0.5%2,7900.4%Computer and Technology
CAPITAL GROUP INTERNATIONAL
$441,8690.0%14,2080.4%SHS
DexCom, Inc. stock logo
DXCM
DexCom
$410,165$7,251 1.8%4,9210.4%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$395,064$26,855 7.3%6620.4%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$385,082$26,375 -6.4%2,9930.3%Retail/Wholesale
CVS Health Co. stock logo
CVS
CVS Health
$379,791$19,434 5.4%5,6870.3%Medical
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$366,183$21,096 6.1%1,4060.3%ETF
Comcast Co. stock logo
CMCSA
Comcast
$362,088$28,096 8.4%10,5290.3%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$361,003$26,511 -6.8%6400.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$358,727$19,146 5.6%3560.3%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$356,346$11,423 -3.1%1,1230.3%Retail/Wholesale
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$349,337$17,943 5.4%6230.3%Medical
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$344,396$1,043 0.3%15,5200.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$342,882$3,842 1.1%1,0710.3%Industrials
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$335,200$2,462 0.7%2,5870.3%Energy
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$321,297$321,297 New Holding1,7190.3%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$311,477$10,562 -3.3%1,6220.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$311,204$6,210 2.0%3,0570.3%ETF
Realty Income Co. stock logo
O
Realty Income
$310,082$64,513 26.3%5,4650.3%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$308,325$43,959 -12.5%3,0300.3%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$305,831$302 0.1%3,0410.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$305,231$107,599 54.4%1,1120.3%Auto/Tires/Trucks
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$301,975$41,683 16.0%3,9990.3%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$298,356$298,356 New Holding5270.3%Business Services
The Boeing Company stock logo
BA
Boeing
$286,041$2,412 -0.8%1,5420.3%Aerospace
Best Buy Co., Inc. stock logo
BBY
Best Buy
$283,843$14,838 5.5%4,1510.3%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$278,883$372 0.1%7490.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$271,409$27,498 -9.2%1,2930.2%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$260,675$45,555 21.2%5150.2%Business Services
Stryker Co. stock logo
SYK
Stryker
$259,894$38,389 17.3%6770.2%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$259,630$24,931 -8.8%3,0930.2%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$252,634$252,634 New Holding7550.2%Medical
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$251,590$251,590 New Holding2,0240.2%ETF
Graco Inc. stock logo
GGG
Graco
$249,204$1,640 0.7%3,0400.2%Industrials
REGIS CORPORATION
$238,771$238,771 New Holding12,7890.2%COM SHS

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