Aspire Wealth Management Corp Top Holdings and 13F Report (2024)

About Aspire Wealth Management Corp

Investment Activity

  • Aspire Wealth Management Corp has $165.69 million in total holdings as of March 31, 2024.
  • Aspire Wealth Management Corp owns shares of 187 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
  • Approximately 10.63% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Aspire Wealth Management Corp has purchased 182 new stocks and bought additional shares in 69 stocks.
  • Aspire Wealth Management Corp sold shares of 56 stocks and completely divested from 11 stocks this quarter.

Largest New Holdings this Quarter

iShares S&P 500 Value ETF
$706,142 Holding
NVIDIA
$262,979 Holding

Largest Purchases this Quarter

Pacer US Cash Cows 100 ETF
56,911 shares (about $3.31M)
BlackRock U.S. Equity Factor Rotation ETF
26,302 shares (about $1.17M)
Dimensional International Small Cap ETF
31,342 shares (about $785.43K)

Largest Sales this Quarter

SPDR Russell 1000 Yield Focus ETF
23,370 shares (about $2.54M)
SPDR Portfolio S&P 500 ETF
15,488 shares (about $952.97K)
Schwab US Dividend Equity ETF
11,166 shares (about $900.32K)
iShares ESG Aware MSCI USA ETF
7,510 shares (about $863.48K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAspire Wealth Management Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$11,591,546$31,816 0.3%100,9197.0%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$9,223,776$464,965 5.3%102,6005.6%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$9,143,362$420,441 4.8%46,8655.5%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$8,048,318$316,929 4.1%226,0134.9%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$7,631,925$3,307,094 76.5%131,3364.6%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$7,507,776$65,215 -0.9%99,4674.5%ETF
Invesco S&P SmallCap Value with Momentum ETF stock logo
XSVM
Invesco S&P SmallCap Value with Momentum ETF
$6,927,663$200,941 3.0%121,6664.2%Miscellaneous
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,545,890$900,318 -12.1%81,1844.0%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$6,229,500$1,811,367 41.0%92,4403.8%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$6,134,119$123,119 2.0%133,5253.7%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$5,508,725$144,859 -2.6%94,8803.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,201,014$68,116 1.3%27,1063.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,442,882$952,973 -17.7%72,2072.7%ETF
Apple Inc. stock logo
AAPL
Apple
$3,339,097$73,223 -2.1%19,4722.0%Computer and Technology
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$2,963,375$4,550 -0.2%37,1211.8%ETF
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$2,657,894$2,539,348 -48.9%24,4611.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,375,619$348,027 17.2%4,9421.4%ETF
IQ FTSE International Equity Currency Neutral ETF stock logo
HFXI
IQ FTSE International Equity Currency Neutral ETF
$2,192,467$1,880,917 603.7%81,7171.3%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$2,071,841$2,429 -0.1%11,0871.3%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,014,249$791,518 -28.2%18,4931.2%Finance
Vanguard Mid-Cap Growth Index Fund ETF Shares stock logo
VOT
Vanguard Mid-Cap Growth Index Fund ETF Shares
$1,876,872$14,383 -0.8%7,9601.1%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$1,798,656$20,012 1.1%42,6931.1%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$1,738,712$509,043 41.4%49,8481.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,589,467$30,405 2.0%9,6711.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,363,802$106,633 -7.3%5,2310.8%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$1,311,255$136,682 11.6%28,2720.8%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,296,817$74,280 6.1%11,1560.8%Oils/Energy
Microsoft Co. stock logo
MSFT
Microsoft
$1,295,346$6,731 -0.5%3,0790.8%Computer and Technology
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$1,241,885$39,669 3.3%44,7360.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,207,454$41,304 -3.3%3,5080.7%ETF
DYNF
BlackRock U.S. Equity Factor Rotation ETF
$1,167,809$1,167,809 New Holding26,3020.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$1,146,454$413,829 56.5%23,3070.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,079,085$8,245 -0.8%4,3190.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,005,156$192,402 23.7%20,0350.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,004,897$5,592 -0.6%5,5710.6%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$952,749$575,128 152.3%11,2830.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$924,060$23,547 -2.5%4,0420.6%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$917,412$30,544 3.4%28,7140.6%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$915,886$301,459 49.1%5,0130.6%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$785,431$785,431 New Holding31,3420.5%ETF
Medtronic plc stock logo
MDT
Medtronic
$785,396$1,046 0.1%9,0120.5%Medical
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$765,096$296,382 63.2%16,7820.5%Manufacturing
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$750,991$4,076 0.5%3,1320.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$750,458$616,741 -45.1%13,7950.5%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$741,792$467,369 -38.7%7,1470.4%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$739,8580.0%1,7390.4%Business Services
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$732,933$119,271 -14.0%4,7010.4%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$706,342$43,903 6.6%17,8100.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$706,142$706,142 New Holding3,7800.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$691,824$29,002 4.4%3,9360.4%Auto/Tires/Trucks
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$676,134$41,289 6.5%11,8560.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$654,455$324 0.0%4,0340.4%Consumer Staples
XSMO
Invesco S&P SmallCap Momentum ETF
$638,029$278,689 77.6%10,5770.4%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$628,342$157,626 33.5%4,6520.4%Manufacturing
Schwab U.S. Small-Cap ETF stock logo
SCHA
Schwab U.S. Small-Cap ETF
$530,717$1,871 0.4%10,7780.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$529,4350.0%1,2590.3%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$508,8470.0%5,4880.3%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$477,521$150,667 -24.0%5,8570.3%ETF
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$460,694$13,211 -2.8%7,1140.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$451,689$7,744 -1.7%3,7330.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$441,4330.0%7,1130.3%ETF
CGMU
Capital Group Municipal Income ETF
$440,0740.0%16,2930.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$439,151$23,804 -5.1%9040.3%Computer and Technology
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$430,5260.0%26,3480.3%Consumer Discretionary
General Electric stock logo
GE
General Electric
$419,8890.0%2,3920.3%Transportation
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$412,679$75,686 22.5%9,8800.2%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$403,048$403,048 New Holding7,0010.2%Manufacturing
Netflix, Inc. stock logo
NFLX
Netflix
$391,1210.0%6440.2%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$390,6560.0%1,3740.2%Medical
Invesco Dividend Achievers ETF stock logo
PFM
Invesco Dividend Achievers ETF
$363,335$553 0.2%8,5350.2%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$363,140$305 0.1%2,3850.2%Computer and Technology
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$363,062$196,747 118.3%7,3850.2%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$354,801$6,383 1.8%3,2240.2%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$341,939$38,549 12.7%3,2110.2%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$321,205$4,476 -1.4%5,5980.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$313,6650.0%1,0890.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$304,795$57,664 23.3%1,7390.2%ETF
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$297,504$3,213 -1.1%6,3880.2%ETF
WisdomTree Dynamic Currency Hedged International Equity Fund stock logo
DDWM
WisdomTree Dynamic Currency Hedged International Equity Fund
$296,6580.0%8,6740.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$294,615$7,546 -2.5%1,9520.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$262,979$262,979 New Holding2910.2%Computer and Technology
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$258,501$3,772 1.5%8,9080.2%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$254,453$67,819 36.3%4840.2%ETF
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$249,2400.0%13,6870.2%Consumer Discretionary
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$235,954$460,541 -66.1%2,8230.1%ETF
Invesco S&P MidCap Low Volatility ETF stock logo
XMLV
Invesco S&P MidCap Low Volatility ETF
$230,993$24,306 -9.5%4,0960.1%ETF
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$230,156$1,693 0.7%4,0780.1%Finance
Invesco S&P SmallCap Low Volatility ETF stock logo
XSLV
Invesco S&P SmallCap Low Volatility ETF
$227,851$28,293 -11.0%5,1540.1%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$226,813$3,076 1.4%8,4790.1%ETF
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$220,915$220,915 New Holding760.1%Retail/Wholesale
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$220,332$17,458 8.6%7,3200.1%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$217,003$3,762 1.8%6,8650.1%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$215,005$215,005 New Holding5,2530.1%ETF
Avery Dennison Co. stock logo
AVY
Avery Dennison
$214,320$214,320 New Holding9600.1%Industrial Products
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$212,543$274,877 -56.4%4,1190.1%ETF
RTX Co. stock logo
RTX
RTX
$209,634$209,634 New Holding2,1490.1%Aerospace
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$206,246$32,788 18.9%4,1390.1%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$205,146$205,146 New Holding4510.1%Aerospace
MOTE
VanEck Morningstar ESG Moat ETF
$202,286$202,286 New Holding7,4570.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$180,9370.0%1,1110.1%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$176,9840.0%7,2150.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$166,713$16,179 -8.8%1,7620.1%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$158,583$2,680 1.7%1,7160.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$151,6730.0%4500.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$151,070$90,986 -37.6%3,5100.1%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$148,398$283 0.2%2,1000.1%ETF
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$141,747$2,712 -1.9%3,1360.1%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$141,0220.0%1,1800.1%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$137,912$137,912 New Holding3,2110.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$137,135$519 0.4%5280.1%ETF
Schwab Fundamental International Small Cap Company Index ETF stock logo
FNDC
Schwab Fundamental International Small Cap Company Index ETF
$136,765$708,653 -83.8%3,8560.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$130,386$2,313 -1.7%6200.1%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$128,161$58,249 83.3%2,1100.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$123,828$135,374 -52.2%2,6920.1%ETF
JPMorgan Market Expansion Enhanced Equity ETF stock logo
JMEE
JPMorgan Market Expansion Enhanced Equity ETF
$117,001$45,361 63.3%1,9990.1%ETF
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$114,070$254 0.2%1,7940.1%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$113,978$12,543 12.4%2,7170.1%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$109,492$108 0.1%2,0350.1%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$108,8770.0%1,8020.1%ETF
XMVM
Invesco S&P MidCap Value with Momentum ETF
$102,484$217 0.2%1,8870.1%ETF
SPDR MSCI USA StrategicFactors ETF stock logo
QUS
SPDR MSCI USA StrategicFactors ETF
$101,8630.0%6990.1%ETF
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
$98,644$7,435 -7.0%9950.1%ETF
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF stock logo
QAI
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
$85,384$70,772 -45.3%2,7640.1%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$75,751$6,009 8.6%2,7860.0%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$74,6320.0%1,9400.0%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$73,438$1,158 1.6%2,7260.0%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$71,516$863,481 -92.4%6220.0%Manufacturing
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$64,4560.0%1,3510.0%ETF
GRPM
Invesco S&P MidCap 400 GARP ETF
$64,109$361 -0.6%5330.0%ETF
FLHY
Franklin High Yield Corporate ETF
$62,400$664 1.1%2,6300.0%ETF
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$62,337$363 -0.6%1,8900.0%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$61,456$1,224 2.0%2,4110.0%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$57,7420.0%2010.0%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$51,7900.0%4070.0%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$46,264$418 -0.9%1,5500.0%ETF
VanEck Gaming ETF stock logo
BJK
VanEck Gaming ETF
$42,5410.0%9920.0%Manufacturing
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$40,843$8,981 28.2%7640.0%ETF
EQWL
Invesco S&P 100 Equal Weight ETF
$38,101$190 0.5%4020.0%ETF
DFEV
Dimensional Emerging Markets Value ETF
$37,590$1,220 3.4%1,4480.0%ETF
DEHP
Dimensional Emerging Markets High Profitability ETF
$36,932$2,333 6.7%1,4880.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$36,3510.0%4900.0%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF|ETF
$36,0330.0%1,3340.0%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$35,843$71,354 -66.6%4320.0%ETF
PTMC
Pacer Trendpilot US Mid Cap ETF
$34,5650.0%9590.0%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$34,122$4,225 -11.0%3150.0%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$31,913$2,476 8.4%1,2500.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$30,7100.0%2340.0%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$30,2360.0%1610.0%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$27,107$27,107 New Holding1,1370.0%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$24,8690.0%2600.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$24,439$12,840 110.7%7480.0%ETF
iShares Emerging Markets Equity Factor ETF stock logo
EMGF
iShares Emerging Markets Equity Factor ETF
$22,8730.0%5140.0%ETF
VictoryShares US Small Cap Volatility Wtd stock logo
CSA
VictoryShares US Small Cap Volatility Wtd
$18,3960.0%2660.0%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$18,2990.0%2290.0%Manufacturing
iShares U.S. Financial Services ETF stock logo
IYG
iShares U.S. Financial Services ETF
$16,815$10,857 182.2%2540.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$16,609$9,814 144.4%1980.0%ETF
iShares MSCI USA Size Factor ETF stock logo
SIZE
iShares MSCI USA Size Factor ETF
$14,007$1,715 -10.9%980.0%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$12,381$514 -4.0%2410.0%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,811$8,389 -41.5%1070.0%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$11,351$2,633 -18.8%1940.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$10,5530.0%980.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$9,3150.0%550.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$9,154$9,154 New Holding370.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$9,089$87 1.0%1050.0%ETF
Invesco Dorsey Wright Momentum ETF stock logo
PDP
Invesco Dorsey Wright Momentum ETF
$8,3960.0%850.0%ETF
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$7,878$2,626 -25.0%2670.0%Finance
iShares U.S. Healthcare Providers ETF stock logo
IHF
iShares U.S. Healthcare Providers ETF
$6,021$4,817 400.0%1100.0%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$5,9130.0%480.0%ETF
Invesco Biotechnology & Genome ETF stock logo
PBE
Invesco Biotechnology & Genome ETF
$5,7630.0%890.0%ETF
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$4,3990.0%380.0%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$3,852$216,928 -98.3%760.0%ETF
Schwab 5-10 Year Corporate Bond ETF stock logo
SCHI
Schwab 5-10 Year Corporate Bond ETF
$2,563$68,759 -96.4%580.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$2,093$15,106 -87.8%920.0%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,736$1,736 New Holding300.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,3440.0%170.0%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$1,1820.0%110.0%ETF
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$1,127$621 -35.5%490.0%ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF stock logo
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
$1,014$12,100 -92.3%150.0%Manufacturing
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$5550.0%40.0%Finance
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$5080.0%40.0%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$4480.0%110.0%Finance
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$3230.0%40.0%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$187$53 -22.2%70.0%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$1720.0%40.0%ETF
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$141$47 -25.0%30.0%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$460.0%10.0%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$8New Holding00.0%Manufacturing
American Century Sustainable Equity ETF stock logo
ESGA
American Century Sustainable Equity ETF
$0$213,681 -100.0%00.0%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$0$39,512 -100.0%00.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$0$20,346 -100.0%00.0%Finance
Context Therapeutics Inc. stock logo
CNTX
Context Therapeutics
$0$11,300 -100.0%00.0%Medical
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$0$9,111 -100.0%00.0%ETF
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$0$8,693 -100.0%00.0%ETF
iShares MSCI USA Small-Cap Min Vol Factor ETF stock logo
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
$0$8,136 -100.0%00.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$0$4,680 -100.0%00.0%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$0$4,080 -100.0%00.0%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$0$3,023 -100.0%00.0%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$0$1,426 -100.0%00.0%ETF

More Institutional Buying and Selling Information

SEC Filings and Trading Data: