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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 $122.06 million in total holdings as of June 30, 2025.
  • Aspire Growth Partners LLC owns shares of 114 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 3.98% of the portfolio was purchased this quarter.
  • About 4.04% of the portfolio was sold this quarter.
  • This quarter, Aspire Growth Partners LLC has purchased 113 new stocks and bought additional shares in 32 stocks.
  • Aspire Growth Partners LLC sold shares of 68 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$8,536,777
Microsoft
$6,737,797

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC
$624,943 Holding
46438F101 - ISHARES BITCOIN TRUST ETF
$367,321 Holding
14020Y102 - Capital Group Core Plus Income ETF
$353,325 Holding
375558103 - Gilead Sciences
$211,706 Holding

Largest Purchases this Quarter

Apple
3,539 shares (about $726.10K)
Capital Group Core Equity ETF
17,482 shares (about $645.61K)
GE VERNOVA INC
1,181 shares (about $624.94K)
Vanguard S&P 500 ETF
831 shares (about $472.03K)
Capital Group Dividend Value ETF
9,386 shares (about $370.65K)

Largest Sales this Quarter

iShares MSCI USA Equal Weighted ETF
5,608 shares (about $555.84K)
Vanguard S&P 500 Growth ETF
1,176 shares (about $466.21K)
L3Harris Technologies
1,760 shares (about $441.54K)
Broadcom
1,525 shares (about $420.31K)
Microsoft
538 shares (about $267.60K)

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
$12,913,003$472,032 3.8%22,73310.6%ETF
Apple Inc. stock logo
AAPL
Apple
$8,536,777$726,102 9.3%41,6087.0%Computer and Technology
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$7,331,053$36,044 -0.5%38,8486.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,737,797$267,602 -3.8%13,5465.5%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$5,042,840$363,820 7.8%22,2054.1%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$4,711,898$645,610 15.9%127,5903.9%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$3,769,585$370,652 10.9%95,4573.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,080,612$24,314 -0.8%10,1362.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,855,686$20,874 -0.7%9,8502.3%Finance
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$2,503,373$5,155 0.2%92,2732.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$2,360,836$21,023 -0.9%24,1441.9%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,085,317$228,459 -9.9%7,0741.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,044,495$169,150 -7.6%9,3191.7%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,616,475$5,445 0.3%17,2201.3%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,613,151$144,024 9.8%14,9641.3%Energy
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,554,990$13,123 -0.8%9,3611.3%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,322,5830.0%2,3981.1%Finance
Visa Inc. stock logo
V
Visa
$1,302,479$26,987 -2.0%3,6681.1%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$1,244,504$31,929 -2.5%7,0161.0%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,220,416$1,785 -0.1%3,4191.0%Industrials
Trane Technologies plc stock logo
TT
Trane Technologies
$1,195,732$10,497 -0.9%2,7341.0%Construction
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,160,281$90,757 -7.3%6,5841.0%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,150,999$54,192 4.9%2,4850.9%Aerospace
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,137,673$9,715 -0.8%2,3420.9%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,090,216$46,320 -4.1%13,1570.9%Manufacturing
AT&T Inc. stock logo
T
AT&T
$1,082,778$23,065 -2.1%37,4150.9%Computer and Technology
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$1,079,951$95,853 -8.2%26,5670.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,006,338$8,065 -0.8%2,7450.8%Retail/Wholesale
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$933,270$10,089 -1.1%2,2200.8%Computer and Technology
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$920,067$26,323 2.9%7,4450.8%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$904,161$41,718 -4.4%3,3160.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$902,609$42,091 -4.5%1,1580.7%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$888,256$41,378 -4.5%5,1520.7%Business Services
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$882,345$58,411 7.1%14,6980.7%ETF
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$808,591$555,844 -40.7%8,1580.7%ETF
CAPITAL GROUP DIVIDEND GROWE
$800,7520.0%23,8110.7%SHS ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$756,594$238 0.0%3,1790.6%Computer and Technology
RYJ
Invesco Bloomberg Analyst Rating Improvers ETF
$735,7590.0%10,3680.6%ETF
Halliburton Company stock logo
HAL
Halliburton
$725,287$10,394 -1.4%35,5880.6%Energy
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$703,537$3,949 -0.6%2,4940.6%Basic Materials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$699,455$2,362 0.3%3,8490.6%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$679,734$13,457 -1.9%15,7090.6%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$678,973$141,143 -17.2%2,4630.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$661,032$4,942 0.8%1,0700.5%Finance
Ford Motor Company stock logo
F
Ford Motor
$659,098$25,313 4.0%60,7460.5%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$648,799$420,314 -39.3%2,3540.5%Computer and Technology
GE VERNOVA INC
$624,943$624,943 New Holding1,1810.5%COM
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$602,648$12,859 -2.1%2,7650.5%Retail/Wholesale
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$588,194$1,201 0.2%2,4480.5%ETF
STERIS plc stock logo
STE
STERIS
$578,483$6,486 -1.1%2,4080.5%Medical
Medtronic PLC stock logo
MDT
Medtronic
$571,522$9,153 -1.6%6,5560.5%Medical
General Motors Company stock logo
GM
General Motors
$558,583$7,578 -1.3%11,3510.5%Auto/Tires/Trucks
Pfizer Inc. stock logo
PFE
Pfizer
$555,909$14,568 2.7%22,9340.5%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$555,006$26,305 5.0%2,3420.5%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$533,704$2,761 -0.5%2,3200.4%Transportation
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$527,947$6,571 -1.2%6,6690.4%Medical
WESCO International, Inc. stock logo
WCC
WESCO International
$516,573$185 0.0%2,7890.4%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$503,692$2,750 -0.5%3,2970.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$500,138$6,126 -1.2%2,6940.4%Medical
Nucor Corporation stock logo
NUE
Nucor
$499,532$87,703 -14.9%3,8560.4%Basic Materials
Chubb Limited stock logo
CB
Chubb
$496,850$3,187 -0.6%1,7150.4%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$490,037$158,024 47.6%2,3940.4%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$479,507$23,340 -4.6%1,3970.4%Basic Materials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$479,331$109,770 29.7%3,8820.4%Retail/Wholesale
The Allstate Corporation stock logo
ALL
Allstate
$471,814$5,435 -1.1%2,3440.4%Finance
CAPITAL GROUP INTERNATIONAL
$467,7270.0%14,2080.4%SHS
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$465,025$466,214 -50.1%1,1730.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$452,731$36,189 -7.4%6130.4%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$450,372$6,691 1.5%2,8270.4%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$434,280$1,560 0.4%1,3920.4%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$423,880$5,674 -1.3%4,8560.3%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$417,247$1,553 0.4%1,0750.3%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$398,822$1,242 0.3%6420.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$393,5060.0%1,4060.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$380,445$1,124 0.3%15,5660.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$370,927$60,591 -14.0%2,6140.3%Computer and Technology
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$370,809$4,807 -1.3%1,6970.3%Computer and Technology
CVS Health Corporation stock logo
CVS
CVS Health
$367,575$24,694 -6.3%5,3290.3%Medical
ISHARES BITCOIN TRUST ETF
$367,321$367,321 New Holding6,0010.3%SHS BEN INT
Comcast Corporation stock logo
CMCSA
Comcast
$359,787$15,989 -4.3%10,0810.3%Consumer Discretionary
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$353,325$353,325 New Holding15,7030.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$340,849$12,389 -3.5%1,0730.3%Auto/Tires/Trucks
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$339,956$15,527 -4.4%2,4740.3%Energy
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$335,347$1,202 0.4%3,0680.3%ETF
GE Aerospace stock logo
GE
GE Aerospace
$327,894$4,890 -1.5%1,2740.3%Aerospace
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$327,550$525 0.2%6240.3%Medical
REGIS CORPORATION
$326,698$41,481 14.5%14,6490.3%COM SHS
The Walt Disney Company stock logo
DIS
Walt Disney
$325,634$50,098 -13.3%2,6260.3%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$319,347$32,627 -9.3%3230.3%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$318,1910.0%7490.3%ETF
The Boeing Company stock logo
BA
Boeing
$316,286$6,703 -2.1%1,5100.3%Aerospace
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$309,970$15,633 -4.8%3,8070.3%Business Services
McDonald's Corporation stock logo
MCD
McDonald's
$296,164$31,836 -9.7%1,0140.2%Retail/Wholesale
Best Buy Co., Inc. stock logo
BBY
Best Buy
$277,177$1,477 -0.5%4,1290.2%Retail/Wholesale
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$265,5140.0%2,0240.2%ETF
Realty Income Corporation stock logo
O
Realty Income
$262,013$52,829 -16.8%4,5480.2%Finance
Graco Inc. stock logo
GGG
Graco
$261,3330.0%3,0400.2%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$258,990$122,284 -32.1%2,1010.2%Computer and Technology
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$256,1310.0%8,0120.2%ETF
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$247,4430.0%1,6130.2%Finance

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