13F-HR filed by Aspire Growth Partners LLC
Aspire Growth Partners LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 113 holding rows worth $112,712,229.
- Accession
- 0001951757-25-000556
- Filer
- CIK 2055568
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 113 entries on the cover page, a total value of $112,712,229 stated on the cover page (in dollars after the unit check, H1), rows summing to $112,712,229 with VALUE read as dollars as filed, 13F file number 028-25108. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 21,902 | $11,299,221 | dollars as filed | |
| Apple Inc | 037833100 | COM | 38,069 | $7,486,419 | dollars as filed | |
| VANGUARD ADMIRAL FDS INC | 921932703 | 500 VAL IDX FD | 39,039 | $6,970,074 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 14,084 | $6,090,765 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 20,603 | $4,099,948 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 110,108 | $3,671,000 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 86,071 | $3,047,764 | dollars as filed | |
| VTI | 922908769 | COM | 10,216 | $2,820,720 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,922 | $2,472,550 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 24,359 | $2,407,415 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 92,083 | $2,324,181 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 7,849 | $1,972,225 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10,090 | $1,904,389 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 17,162 | $1,592,980 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 13,628 | $1,425,668 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 9,440 | $1,365,918 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,744 | $1,309,969 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 13,766 | $1,282,561 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,362 | $1,224,036 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,398 | $1,158,735 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 13,716 | $1,133,224 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 2,758 | $1,123,031 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 2,368 | $1,116,218 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 7,196 | $1,081,483 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,099 | $1,074,668 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 38,212 | $1,073,760 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 3,424 | $1,034,776 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 28,925 | $1,029,442 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,767 | $1,003,710 | dollars as filed | |
| FISERV INC | 337738108 | COM | 5,392 | $982,368 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,469 | $965,127 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,212 | $941,107 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 2,244 | $931,447 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 2,975 | $847,270 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 7,232 | $840,600 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 2,349 | $802,048 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 13,725 | $758,185 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 23,811 | $755,750 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,879 | $750,184 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V522 | BLOO AN RATI ETF | 10,368 | $709,743 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 16,020 | $703,118 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 36,098 | $698,857 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 2,508 | $663,681 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 3,836 | $656,531 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 3,178 | $635,241 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 58,413 | $600,490 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,062 | $595,880 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 2,727 | $594,074 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 2,824 | $559,117 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 6,661 | $553,963 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 2,435 | $547,828 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,387 | $542,434 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,752 | $534,248 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 2,443 | $526,845 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 11,505 | $523,146 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 4,533 | $522,031 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,315 | $521,375 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,465 | $515,230 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,727 | $512,866 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 22,333 | $508,978 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,726 | $501,262 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,332 | $498,668 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,231 | $490,774 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 2,371 | $483,876 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,785 | $443,662 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 2,790 | $443,426 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021M107 | SHS | 14,208 | $441,869 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 4,921 | $410,165 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 662 | $395,064 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,993 | $385,082 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 5,687 | $379,791 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,406 | $366,183 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 10,529 | $362,088 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 640 | $361,003 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 356 | $358,727 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,123 | $356,346 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 623 | $349,337 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 15,520 | $344,396 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,071 | $342,882 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 2,587 | $335,200 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,719 | $321,297 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,622 | $311,477 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,057 | $311,204 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 5,465 | $310,082 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,030 | $308,325 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 3,041 | $305,831 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,112 | $305,231 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 3,999 | $301,975 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 527 | $298,356 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,542 | $286,041 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 4,151 | $283,843 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 749 | $278,883 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,293 | $271,409 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 515 | $260,675 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 677 | $259,894 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 3,093 | $259,630 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 755 | $252,634 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 2,024 | $251,590 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 3,040 | $249,204 | dollars as filed | |
| REGIS CORP | 758932206 | COM SHS | 12,789 | $238,771 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 3,171 | $237,952 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 8,012 | $233,378 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 62 | $232,223 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 1,613 | $231,035 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 7,955 | $223,765 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 758 | $217,016 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 5,320 | $214,766 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 1,354 | $212,685 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,143 | $211,719 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,407 | $203,013 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 3,897 | $201,241 | dollars as filed | |
| NUVEEN PFD & INCOME OPPORTUN | 67073B106 | COM | 11,773 | $92,061 | dollars as filed | |
| CYTOMX THERAPEUTICS INC | 23284F105 | COMMON STOCK | 92,254 | $88,610 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000556 | this filing | 2025-05-14 | acceptance time not in the bulk data set |