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

Aspire Wealth Management Corp quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Aspire Wealth Management Corp opened 1 positions, added to 8, reduced 5, sold out of 0 and left 9 unchanged. The largest increase in value was AAPL (+$398,165); the largest decrease was MSFT (-$50,482).

TSLA: Country of operation United States; Class COM; Shares 2024-06-30 3,811; Shares 2024-09-30 3,924.
MSFT: Country of operation United States; Class COM; Shares 2024-06-30 3,073; Shares 2024-09-30 3,075.
WPC: Country of operation United States; Class COM; Shares 2024-06-30 6,176; Shares 2024-09-30 6,211.
AMZN: Country of operation United States; Class COM; Shares 2024-06-30 5,542; Shares 2024-09-30 5,543.

Two Form 13F-HR filings compared (SEC CIK 1916412): 2024-06-30 (filed 2024-08-12) and 2024-09-30 (filed 2024-10-31). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2024-06-30	Shares 2024-09-30	Share change	Value 2024-06-30	Value 2024-09-30	Value change
TSLA TESLA INC	United States	COM	3,811	3,924	+113	$754,150	$1,026,663	+$272,513
MSFT MICROSOFT CORP	United States	COM	3,073	3,075	+2	$1,373,638	$1,323,156	-$50,482
WPC WP CAREY INC	United States	COM	6,176	6,211	+35	$339,980	$386,954	+$46,974
AMZN AMAZON COM INC	United States	COM	5,542	5,543	+1	$1,070,992	$1,032,827	-$38,165
GOOG ALPHABET INC	United States	CAP STK CL C	2,292	2,293	+1	$420,391	$383,371	-$37,020
PG PROCTER AND GAMBLE CO	United States	COM	4,040	4,046	+6	$666,213	$700,694	+$34,481
XOMXXXX EXXON MOBIL CORP		COM	11,471	11,548	+77	$1,320,500	$1,353,655	+$33,155
NVDA NVIDIA CORPORATION	United States	COM	3,190	3,196	+6	$394,045	$388,075	-$5,970

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