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Aspire Wealth Management Corp Historic Quarter Change: USA Stocks, Added

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Aspire Wealth Management Corp historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Aspire Wealth Management Corp opened 6 positions, added to 23, reduced 15 and sold out of 1.

  • Q3 2024: Stock TSLA; Country of operation United States; Class COM; Shares before 3,811.
  • Q3 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 3,073.
  • Q3 2024: Stock WPC; Country of operation United States; Class COM; Shares before 6,176.
  • Q3 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 5,542.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1916412), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024TSLA
TESLA INC		United StatesCOM3,8113,924+113$754,150$1,026,663+$272,5132024-10-31
Q3 2024MSFT
MICROSOFT CORP		United StatesCOM3,0733,075+2$1,373,638$1,323,156-$50,4822024-10-31
Q3 2024WPC
WP CAREY INC		United StatesCOM6,1766,211+35$339,980$386,954+$46,9742024-10-31
Q3 2024AMZN
AMAZON COM INC		United StatesCOM5,5425,543+1$1,070,992$1,032,827-$38,1652024-10-31
Q3 2024GOOG
ALPHABET INC		United StatesCAP STK CL C2,2922,293+1$420,391$383,371-$37,0202024-10-31
Q3 2024PG
PROCTER AND GAMBLE CO		United StatesCOM4,0404,046+6$666,213$700,694+$34,4812024-10-31
Q3 2024XOMXXXX
EXXON MOBIL CORP		COM11,47111,548+77$1,320,500$1,353,655+$33,1552024-10-31
Q3 2024NVDA
NVIDIA CORPORATION		United StatesCOM3,1903,196+6$394,045$388,075-$5,9702024-10-31
Q2 2024AAPL
APPLE INC		United StatesCOM19,47219,479+7$3,339,097$4,102,729+$763,6322024-08-12
Q2 2024NVDA
NVIDIA CORPORATION		United StatesCOM2913,190+2,899$262,979$394,045+$131,0662024-08-12
Q2 2024WPC
WP CAREY INC		United StatesCOM4,0786,176+2,098$230,156$339,980+$109,8242024-08-12
Q2 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A1,9522,003+51$294,615$364,830+$70,2152024-08-12
Q2 2024GE
GE AEROSPACE		United StatesCOM NEW2,3922,442+50$419,889$388,228-$31,6612024-08-12
Q2 2024XOMXXXX
EXXON MOBIL CORP		COM11,15611,471+315$1,296,817$1,320,500+$23,6832024-08-12
Q2 2024CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM763,800+3,724$220,915$238,070+$17,1552024-08-12
Q2 2024META
META PLATFORMS INC		United StatesCL A904905+1$439,151$456,201+$17,0502024-08-12
Q2 2024PG
PROCTER AND GAMBLE CO		United StatesCOM4,0344,040+6$654,455$666,213+$11,7582024-08-12
Q1 2024XOMXXXX
EXXON MOBIL CORP		COM10,51711,156+639$1,051,460$1,296,817+$245,3572024-04-29
Q1 2024TSLA
TESLA INC		United StatesCOM3,7713,936+165$936,897$691,824-$245,0732024-04-29
Q1 2024PG
PROCTER AND GAMBLE CO		United StatesCOM4,0324,034+2$590,888$654,455+$63,5672024-04-29
Q1 2024MDT
MEDTRONIC PLC		IrelandSHS9,0009,012+12$741,420$785,396+$43,9762024-04-29
Q1 2024WPC
WP CAREY INC		United StatesCOM4,0484,078+30$262,380$230,156-$32,2242024-04-29
Q1 2024GOOG
ALPHABET INC		United StatesCAP STK CL C2,3832,385+2$335,836$363,140+$27,3042024-04-29

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