ASPIREON WEALTH ADVISORS
ASPIREON WEALTH ADVISORS latest Q4_2020 13F filings reported $100,957,000 in market value on this 2021-02-23 report date . The portfolio quarterly return is 0.00%. This fund has 27 securities concentrations of 100% weights.
ASPIREON WEALTH ADVISORS largest holding is ISHARES S&P 500 with weight of 39.89% and $40,275,000 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|