ASPIREON WEALTH ADVISORS
ASPIREON WEALTH ADVISORS latest Q1_2021 13F filings reported $116,284,000 in market value on this 2021-04-19 report date . The portfolio quarterly return is 15.18%. This fund has 33 securities concentrations of 100% weights.
ASPIREON WEALTH ADVISORS largest holding is ISHARES S&P 500 with weight of 33.54% and $39,000,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|