Sponsored

The Analysis of Aspire Growth Partners LLC's Holdings & P&L

Currently, Aspire Growth Partners LLC holds 121 types of securities in its portfolio with a total value $145.7M. In the most recent quarter, they have increased their positions in VOOV (+6.4K shares, valued at $1.3M), N/A (+2.1K shares, valued at $1.2M), CGUS (+20.5K shares, valued at $787.8K); decreased their positions in AAPL (-590 shares, valued at $149.7K), VZ (-2.4K shares, valued at $120.5K), NUE (-483 shares, valued at $81.7K); initiated new positions in ZTS (+4.6K shares, valued at $541.8K), CGCB (+13.9K shares, valued at $364.3K), CVX (+1.2K shares, valued at $243.8K).

1M P&L

+4.4M+3.48%

3M P&L

+2.5M+1.93%

HY P&L

+8.6M+6.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A53.1M

45.0%

2Consumer Electronics10.2M

8.7%

3Software - Infrastructure5.6M

4.7%

Top Industries by Stock Count

1N/A37 stocks

34.3%

2Drug Manufacturers - General5 stocks

4.6%

3Semiconductors5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS27.1K shares8.34%2026-03-312026-04-17

VOOV VANGUARD ADMIRAL FDS INC54.4K shares13.41%2026-03-312026-04-17

AAPL APPLE INC40.4K shares-1.44%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II29.8K shares10.65%2026-03-312026-04-17

CGUS CAPITAL GROUP CORE EQUITY ET161.6K shares14.53%2026-03-312026-04-17

MSFT MICROSOFT CORP15.0K shares5.54%2026-03-312026-04-17

CGDV CAPITAL GROUP DIVIDEND VALUE118.1K shares9.17%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO10.8K shares5.21%2026-03-312026-04-17

Sponsored

VTI VANGUARD INDEX FDS9.7K shares1.18%2026-03-312026-04-17

WMT WALMART INC24.1K shares-0.36%2026-03-312026-04-17

CGXU CAPITAL GROUP INTL FOCUS EQT97.7K shares-1.38%2026-03-312026-04-17

XOM EXXON MOBIL CORP15.2K shares-0.59%2026-03-312026-04-17

ALPHABET INC ALPHABET INC8.9K shares3.46%2026-03-312026-04-17

AMZN AMAZON COM INC11.9K shares10.34%2026-03-312026-04-17

MPC MARATHON PETE CORP9.8K shares2.72%2026-03-312026-04-17

ALPHABET INC ALPHABET INC6.2K shares-2.63%2026-03-312026-04-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHS7.2K shares0.71%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP2.5K shares0.56%2026-03-312026-04-17

USMV ISHARES TR16.4K shares-0.32%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-0.59%2026-03-312026-04-17

HAL HALLIBURTON CO34.5K shares0.43%2026-03-312026-04-17

V VISA INC4.1K shares4.02%2026-03-312026-04-17

CGDG CAPITAL GROUP DIVIDEND GROWE32.0K shares21.38%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC2.7K shares-1.06%2026-03-312026-04-17

Sponsored

SHY ISHARES TR13.5K shares0.12%2026-03-312026-04-17

IEMG ISHARES INC15.9K shares3.51%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC3.1K shares-1.65%2026-03-312026-04-17

IJJ ISHARES TR8.1K shares2.12%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-4.04%2026-03-312026-04-17

CGCP CAPITAL GRP FIXED INCM ETF T47.2K shares40.96%2026-03-312026-04-17

CGGR CAPITAL GROUP GROWTH ETF25.1K shares0.00%2026-03-312026-04-17

GEV GE VERNOVA INC1.1K shares-2.30%2026-03-312026-04-17

Sponsored

T AT&T INC34.3K shares-6.73%2026-03-312026-04-17

LLY ELI LILLY & CO1.1K shares0.19%2026-03-312026-04-17

ADI ANALOG DEVICES INC3.0K shares0.10%2026-03-312026-04-17

MSI MOTOROLA SOLUTIONS INC2.1K shares0.29%2026-03-312026-04-17

HD HOME DEPOT INC2.7K shares-1.65%2026-03-312026-04-17

EUSA ISHARES INC8.3K shares0.35%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.7K shares15.30%2026-03-312026-04-17

RGS REGIS CORPORATION32.2K shares0.00%2026-03-312026-04-17

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.0K shares4.26%2026-03-312026-04-17

VB VANGUARD INDEX FDS2.9K shares17.49%2026-03-312026-04-17

UPGD INVESCO EXCHANGE TRADED FD T10.5K shares0.00%2026-03-312026-04-17

WCC WESCO INTL INC2.8K shares0.54%2026-03-312026-04-17

CAT CATERPILLAR INC1.1K shares0.19%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC6.3K shares-3.12%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC2.2K shares2.14%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.28%2026-03-312026-04-17

Sponsored

CME CME GROUP INC2.4K shares0.21%2026-03-312026-04-17

GM GENERAL MTRS CO9.0K shares-3.91%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON2.7K shares-8.23%2026-03-312026-04-17

TJX TJX COS INC NEW4.0K shares0.20%2026-03-312026-04-17

APD AIR PRODUCTS AND CHEMICALS I2.2K shares-3.86%2026-03-312026-04-17

CRM SALESFORCE INC3.3K shares-1.28%2026-03-312026-04-17

META META PLATFORMS INC1.1K shares30.21%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC2.9K shares4.46%2026-03-312026-04-17

Sponsored

ABBV ABBVIE INC2.6K shares-0.88%2026-03-312026-04-17

VO VANGUARD INDEX FDS1.9K shares2.49%2026-03-312026-04-17

ZTS ZOETIS INC4.6K sharesnew addition2026-03-312026-04-17

UNP UNION PAC CORP2.2K shares0.54%2026-03-312026-04-17

CGIE CAPITAL GROUP INTERNATIONAL15.8K shares11.45%2026-03-312026-04-17

MTUM ISHARES TR2.2K shares-8.23%2026-03-312026-04-17

CB CHUBB LTD SWITZ1.6K shares-1.09%2026-03-312026-04-17

VOOG VANGUARD ADMIRAL FDS INC1.3K shares10.70%2026-03-312026-04-17

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.4K shares-1.53%2026-03-312026-04-17

PFE PFIZER INC17.6K shares-7.84%2026-03-312026-04-17

ALL ALLSTATE CORP2.4K shares-1.17%2026-03-312026-04-17

REGN REGENERON PHARMACEUTICALS626 shares0.00%2026-03-312026-04-17

CTMX CYTOMX THERAPEUTICS INC.102.3K shares0.00%2026-03-312026-04-17

DRI DARDEN RESTAURANTS INC2.4K shares-8.99%2026-03-312026-04-17

STERIS PLC STERIS PLC2.1K shares-6.00%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC9.0K shares-21.11%2026-03-312026-04-17

Sponsored

UNH UNITEDHEALTH GROUP INC1.6K shares13.41%2026-03-312026-04-17

FANG DIAMONDBACK ENERGY INC2.1K shares0.62%2026-03-312026-04-17

PG PROCTER & GAMBLE CO2.9K shares0.63%2026-03-312026-04-17

F FORD MTR CO35.6K shares-2.11%2026-03-312026-04-17

NVDA NVIDIA CORPORATION2.3K shares0.65%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR15.7K shares0.29%2026-03-312026-04-17

TSLA TESLA INC1.1K shares0.00%2026-03-312026-04-17

GGG GRACO INC4.4K shares-12.95%2026-03-312026-04-17

Sponsored

SHW SHERWIN WILLIAMS CO1.1K shares-10.10%2026-03-312026-04-17

CGCB CAPITAL GRP FIXED INCM ETF T13.9K sharesnew addition2026-03-312026-04-17

IVV ISHARES TR554 shares-0.72%2026-03-312026-04-17

BP BP PLC7.7K shares1.04%2026-03-312026-04-17

NXPI NXP SEMICONDUCTORS N V1.7K shares0.35%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC983 shares0.82%2026-03-312026-04-17

CVS CVS HEALTH CORP4.7K shares-6.06%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION333 shares3.10%2026-03-312026-04-17

Sponsored

NUE NUCOR CORP1.9K shares-19.88%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE1.1K shares-0.88%2026-03-312026-04-17

MCD MCDONALDS CORP1.0K shares0.59%2026-03-312026-04-17

IWF ISHARES TR728 shares0.00%2026-03-312026-04-17

MGV VANGUARD WORLD FD2.1K shares0.58%2026-03-312026-04-17

NEE NEXTERA ENERGY INC3.2K shares0.66%2026-03-312026-04-17

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.5K shares0.00%2026-03-312026-04-17

DXCM DEXCOM INC4.5K shares-0.85%2026-03-312026-04-17

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT8.2K shares0.00%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares0.08%2026-03-312026-04-17

GILD GILEAD SCIENCES INC1.9K shares0.62%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF6.7K shares-10.07%2026-03-312026-04-17

RJF RAYMOND JAMES FINL INC1.8K shares9.49%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC1.1K shares0.00%2026-03-312026-04-17

O REALTY INCOME CORP4.2K shares-2.12%2026-03-312026-04-17

DE DEERE & CO449 shares0.22%2026-03-312026-04-17

Sponsored

CMCSA COMCAST CORP NEW8.8K shares-2.67%2026-03-312026-04-17

FDX FEDEX CORP686 shares-2.42%2026-03-312026-04-17

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-17

DIVO AMPLIFY ETF TR5.4K shares-2.15%2026-03-312026-04-17

VFH VANGUARD WORLD FD2.0K shares0.05%2026-03-312026-04-17

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-03-312026-04-17

BA BOEING CO1.2K shares-18.35%2026-03-312026-04-17

DIS DISNEY WALT CO2.3K shares-1.36%2026-03-312026-04-17

Sponsored

BBY BEST BUY INC3.5K shares-11.82%2026-03-312026-04-17

HCA HCA HEALTHCARE INC464 shares0.22%2026-03-312026-04-17

VOX VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-17

IJH ISHARES TR3.2K shares1.66%2026-03-312026-04-17

CGCV CAPITAL GROUP CONSERVATIVE E7.2K sharesnew addition2026-03-312026-04-17

EA ELECTRONIC ARTS INC1.0K shares0.10%2026-03-312026-04-17

IJR ISHARES TR1.7K sharesnew addition2026-03-312026-04-17

IQV IQVIA HLDGS INC1.2K shares-2.26%2026-03-312026-04-17

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN12.8K shares1.53%2026-03-312026-04-17

VANGUARD INDEX FDS

8.34%

Shares27.1K

Event2026-03-31

Filed2026-04-17

VOOV

VANGUARD ADMIRAL FDS INC

13.41%

Shares54.4K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-1.44%

Shares40.4K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

10.65%

Shares29.8K

Event2026-03-31

Filed2026-04-17

CGUS

CAPITAL GROUP CORE EQUITY ET

14.53%

Shares161.6K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

5.54%

Shares15.0K

Event2026-03-31

Filed2026-04-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.17%

Shares118.1K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

5.21%

Shares10.8K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

1.18%

Shares9.7K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-0.36%

Shares24.1K

Event2026-03-31

Filed2026-04-17

CGXU

CAPITAL GROUP INTL FOCUS EQT

-1.38%

Shares97.7K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-0.59%

Shares15.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

3.46%

Shares8.9K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

10.34%

Shares11.9K

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

2.72%

Shares9.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-2.63%

Shares6.2K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

0.71%

Shares7.2K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

0.56%

Shares2.5K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-0.32%

Shares16.4K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-0.59%

Shares2.4K

Event2026-03-31

Filed2026-04-17

HAL

HALLIBURTON CO

0.43%

Shares34.5K

Event2026-03-31

Filed2026-04-17

VISA INC

4.02%

Shares4.1K

Event2026-03-31

Filed2026-04-17

CGDG

CAPITAL GROUP DIVIDEND GROWE

21.38%

Shares32.0K

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC

-1.06%

Shares2.7K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

0.12%

Shares13.5K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

3.51%

Shares15.9K

Event2026-03-31

Filed2026-04-17

EATON CORP PLC

-1.65%

Shares3.1K

Event2026-03-31

Filed2026-04-17

IJJ

ISHARES TR

2.12%

Shares8.1K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-4.04%

Shares2.2K

Event2026-03-31

Filed2026-04-17

CGCP

CAPITAL GRP FIXED INCM ETF T

40.96%

Shares47.2K

Event2026-03-31

Filed2026-04-17

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

-2.30%

Shares1.1K

Event2026-03-31

Filed2026-04-17

AT&T INC

-6.73%

Shares34.3K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-17

ADI

ANALOG DEVICES INC

0.10%

Shares3.0K

Event2026-03-31

Filed2026-04-17

MSI

MOTOROLA SOLUTIONS INC

0.29%

Shares2.1K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-1.65%

Shares2.7K

Event2026-03-31

Filed2026-04-17

EUSA

ISHARES INC

0.35%

Shares8.3K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

15.30%

Shares2.7K

Event2026-03-31

Filed2026-04-17

RGS

REGIS CORPORATION

0.00%

Shares32.2K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

4.26%

Shares4.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

17.49%

Shares2.9K

Event2026-03-31

Filed2026-04-17

UPGD

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-17

WCC

WESCO INTL INC

0.54%

Shares2.8K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

-3.12%

Shares6.3K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

2.14%

Shares2.2K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.28%

Shares1.1K

Event2026-03-31

Filed2026-04-17

CME

CME GROUP INC

0.21%

Shares2.4K

Event2026-03-31

Filed2026-04-17

GENERAL MTRS CO

-3.91%

Shares9.0K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-8.23%

Shares2.7K

Event2026-03-31

Filed2026-04-17

TJX

TJX COS INC NEW

0.20%

Shares4.0K

Event2026-03-31

Filed2026-04-17

APD

AIR PRODUCTS AND CHEMICALS I

-3.86%

Shares2.2K

Event2026-03-31

Filed2026-04-17

CRM

SALESFORCE INC

-1.28%

Shares3.3K

Event2026-03-31

Filed2026-04-17