Aspire Growth Partners LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Aspire Growth Partners LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 11.10% | 16.172 M $ | 27064 | 2024/12/31 | -738.908 K $ | -4.72 % |
| 2026/03/31 | VOOV | VANGUARD ADMIRAL FDS INC | 7.60% | 11.083 M $ | 54386 | 2024/12/31 | -50.834 K $ | -0.52 % |
| 2026/03/31 | AAPL | APPLE INC | 7.03% | 10.246 M $ | 40372 | 2024/12/31 | -740.183 K $ | -6.65 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 4.86% | 7.087 M $ | 29823 | 2024/12/31 | -412.380 K $ | -6.05 % |
| 2026/03/31 | CGUS | CAPITAL GROUP CORE EQUITY ET | 4.26% | 6.209 M $ | 161600 | 2024/12/31 | -255.380 K $ | -4.50 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 3.81% | 5.554 M $ | 15005 | 2024/12/31 | -1.613 M $ | -23.46 % |
| 2026/03/31 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.45% | 5.025 M $ | 118118 | 2024/12/31 | -119.020 K $ | -2.52 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 2.17% | 3.169 M $ | 10773 | 2024/12/31 | -287.334 K $ | -8.71 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 2.14% | 3.119 M $ | 9723 | 2024/12/31 | -138.960 K $ | -4.31 % |
| 2026/03/31 | WMT | WALMART INC | 2.05% | 2.994 M $ | 24095 | 2024/12/31 | 311.209 K $ | 11.55 % |
| 2026/03/31 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.98% | 2.881 M $ | 97678 | 2024/12/31 | -5.942 K $ | -0.20 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.77% | 2.579 M $ | 15201 | 2024/12/31 | 754.152 K $ | 40.98 % |
| 2026/03/31 | GOOG | ALPHABET INC | 1.75% | 2.553 M $ | 8899 | 2024/12/31 | -231.710 K $ | -8.58 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.70% | 2.478 M $ | 11899 | 2024/12/31 | -243.179 K $ | -9.77 % |
| 2026/03/31 | MPC | MARATHON PETE CORP | 1.64% | 2.383 M $ | 9760 | 2024/12/31 | 774.888 K $ | 50.14 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.23% | 1.797 M $ | 6249 | 2024/12/31 | -163.273 K $ | -8.13 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 1.20% | 1.751 M $ | 7225 | 2024/12/31 | -386.104 K $ | -18.17 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 1.05% | 1.528 M $ | 2529 | 2024/12/31 | 303.610 K $ | 24.96 % |
| 2026/03/31 | USMV | ISHARES TR | 1.04% | 1.518 M $ | 16371 | 2024/12/31 | -23.320 K $ | -1.51 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.94% | 1.366 M $ | 2366 | 2024/12/31 | -88.369 K $ | -6.04 % |
| 2026/03/31 | HAL | HALLIBURTON CO | 0.92% | 1.344 M $ | 34462 | 2024/12/31 | 368.178 K $ | 37.97 % |
| 2026/03/31 | V | VISA INC | 0.85% | 1.235 M $ | 4087 | 2024/12/31 | -190.438 K $ | -13.82 % |
| 2026/03/31 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 0.79% | 1.150 M $ | 32026 | 2024/12/31 | 6.860 K $ | 0.73 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC | 0.78% | 1.132 M $ | 2717 | 2025/03/31 | 75.624 K $ | 7.08 % |
| 2026/03/31 | SHY | ISHARES TR | 0.76% | 1.112 M $ | 13465 | 2024/12/31 | -3.362 K $ | -0.30 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.76% | 1.111 M $ | 15933 | 2024/12/31 | 38.944 K $ | 3.76 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.76% | 1.111 M $ | 3105 | 2025/03/31 | 123.628 K $ | 12.30 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.74% | 1.072 M $ | 8094 | 2024/12/31 | 7.212 K $ | 0.69 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.73% | 1.070 M $ | 2233 | 2024/12/31 | -54.568 K $ | -4.67 % |
| 2026/03/31 | CGCP | CAPITAL GRP FIXED INCM ETF T | 0.72% | 1.055 M $ | 47211 | 2025/06/30 | -10.047 K $ | -1.33 % |
| 2026/03/31 | CGGR | CAPITAL GROUP GROWTH ETF | 0.69% | 1.007 M $ | 25065 | 2024/12/31 | -107.278 K $ | -9.62 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.69% | 999.103 K $ | 1145 | 2025/06/30 | 257.054 K $ | 33.56 % |
| 2026/03/31 | T | AT&T INC | 0.68% | 994.805 K $ | 34315 | 2024/12/31 | 152.678 K $ | 16.71 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.68% | 984.799 K $ | 1071 | 2024/12/31 | -165.598 K $ | -14.42 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.66% | 959.080 K $ | 3015 | 2024/12/31 | 141.383 K $ | 17.31 % |
| 2026/03/31 | MSI | MOTOROLA SOLUTIONS INC | 0.62% | 904.094 K $ | 2083 | 2024/12/31 | 105.200 K $ | 13.21 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.61% | 883.527 K $ | 2686 | 2024/12/31 | -41.538 K $ | -4.42 % |
| 2026/03/31 | EUSA | ISHARES INC | 0.58% | 841.207 K $ | 8266 | 2024/12/31 | -13.179 K $ | -1.55 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.57% | 834.901 K $ | 2698 | 2024/12/31 | -85.620 K $ | -10.57 % |
| 2026/03/31 | RGS | REGIS CORPORATION | 0.55% | 794.697 K $ | 32187 | 2025/03/31 | -98.492 K $ | -11.03 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.53% | 775.486 K $ | 4041 | 2024/12/31 | 1.395 K $ | 0.19 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.53% | 768.887 K $ | 2936 | 2024/12/31 | 9.921 K $ | 1.54 % |
| 2026/03/31 | INVESCO EXCHANGE TRADED FD T | 0.53% | 766.417 K $ | 10518 | 2024/12/31 | 104.338 K $ | 13.41 % | |
| 2026/03/31 | WCC | WESCO INTL INC | 0.52% | 764.694 K $ | 2795 | 2024/12/31 | 80.564 K $ | 11.85 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.52% | 762.781 K $ | 1077 | 2024/12/31 | 145.759 K $ | 23.68 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.52% | 754.889 K $ | 6276 | 2024/12/31 | 97.364 K $ | 14.28 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.51% | 741.602 K $ | 2195 | 2024/12/31 | 112.672 K $ | 18.37 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.49% | 708.112 K $ | 1089 | 2024/12/31 | -34.295 K $ | -4.63 % |
| 2026/03/31 | CME | CME GROUP INC | 0.48% | 694.806 K $ | 2353 | 2024/12/31 | 52.289 K $ | 8.16 % |
| 2026/03/31 | GM | GENERAL MTRS CO | 0.46% | 671.470 K $ | 9013 | 2024/12/31 | -63.971 K $ | -8.39 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.46% | 670.316 K $ | 2742 | 2024/12/31 | 112.020 K $ | 18.12 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.44% | 644.721 K $ | 4037 | 2024/12/31 | 24.536 K $ | 3.96 % |
| 2026/03/31 | APD | AIR PRODUCTS AND CHEMICALS I | 0.44% | 644.484 K $ | 2219 | 2024/12/31 | 100.328 K $ | 17.60 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.42% | 619.160 K $ | 3317 | 2024/12/31 | -262.886 K $ | -29.53 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.41% | 604.309 K $ | 1056 | 2024/12/31 | -71.335 K $ | -13.32 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.41% | 591.371 K $ | 2907 | 2024/12/31 | -29.861 K $ | -5.01 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.38% | 560.754 K $ | 2578 | 2024/12/31 | -28.611 K $ | -4.81 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.38% | 555.707 K $ | 1935 | 2024/12/31 | -5.739 K $ | -1.05 % |
| 2026/03/31 | ZTS | ZOETIS INC | 0.37% | 541.777 K $ | 4583 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.37% | 537.836 K $ | 2217 | 2024/12/31 | 24.916 K $ | 4.89 % |
| 2026/03/31 | CGIE | CAPITAL GROUP INTERNATIONAL | 0.37% | 535.540 K $ | 15835 | 2024/12/31 | -14.208 K $ | -2.87 % |
| 2026/03/31 | MTUM | ISHARES TR | 0.37% | 535.114 K $ | 2230 | 2024/12/31 | -25.077 K $ | -4.12 % |
| 2026/03/31 | CB | CHUBB LTD SWITZ | 0.37% | 532.069 K $ | 1632 | 2025/03/31 | 22.786 K $ | 4.42 % |
| 2026/03/31 | VOOG | VANGUARD ADMIRAL FDS INC | 0.36% | 518.791 K $ | 1272 | 2024/12/31 | -42.398 K $ | -8.30 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.35% | 512.357 K $ | 2382 | 2024/12/31 | -11.417 K $ | -2.15 % |
| 2026/03/31 | PFE | PFIZER INC | 0.34% | 493.976 K $ | 17592 | 2024/12/31 | 60.699 K $ | 12.77 % |
| 2026/03/31 | ALL | ALLSTATE CORP | 0.34% | 488.660 K $ | 2357 | 2024/12/31 | -1.931 K $ | -0.39 % |
| 2026/03/31 | REGN | REGENERON PHARMACEUTICALS | 0.33% | 483.962 K $ | 626 | 2024/12/31 | 482.000 $ | 0.10 % |
| 2026/03/31 | CTMX | CYTOMX THERAPEUTICS INC. | 0.33% | 480.594 K $ | 102254 | 2024/12/31 | 44.991 K $ | 10.33 % |
| 2026/03/31 | DRI | DARDEN RESTAURANTS INC | 0.32% | 472.313 K $ | 2409 | 2024/12/31 | 31.816 K $ | 6.53 % |
| 2026/03/31 | STE | STERIS PLC | 0.32% | 464.004 K $ | 2098 | 2025/03/31 | -72.294 K $ | -12.77 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.31% | 450.464 K $ | 8973 | 2024/12/31 | 107.711 K $ | 23.25 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.30% | 430.282 K $ | 1590 | 2024/12/31 | -83.447 K $ | -18.03 % |
| 2026/03/31 | FANG | DIAMONDBACK ENERGY INC | 0.29% | 419.457 K $ | 2121 | 2024/12/31 | 100.045 K $ | 31.57 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.29% | 415.954 K $ | 2880 | 2024/12/31 | 3.234 K $ | 0.79 % |
| 2026/03/31 | F | FORD MTR CO | 0.28% | 410.651 K $ | 35585 | 2024/12/31 | -57.437 K $ | -12.04 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.28% | 403.698 K $ | 2315 | 2025/12/31 | -27.829 K $ | -6.49 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.28% | 402.605 K $ | 15702 | 2024/12/31 | -19.884 K $ | -4.72 % |
| 2026/03/31 | TSLA | TESLA INC | 0.27% | 391.453 K $ | 1053 | 2024/12/31 | -82.102 K $ | -17.34 % |
| 2026/03/31 | GGG | GRACO INC | 0.26% | 373.357 K $ | 4411 | 2024/12/31 | 13.579 K $ | 3.27 % |
| 2026/03/31 | SHW | SHERWIN WILLIAMS CO | 0.25% | 364.976 K $ | 1139 | 2024/12/31 | -4.409 K $ | -1.07 % |
| 2026/03/31 | CGCB | CAPITAL GRP FIXED INCM ETF T | 0.25% | 364.316 K $ | 13873 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVV | ISHARES TR | 0.25% | 361.940 K $ | 554 | 2024/12/31 | -17.705 K $ | -4.63 % |
| 2026/03/31 | BP | BP PLC | 0.25% | 360.066 K $ | 7661 | 2025/03/31 | 93.031 K $ | 35.33 % |
| 2026/03/31 | NXPI | NXP SEMICONDUCTORS N V | 0.23% | 341.222 K $ | 1733 | 2025/03/31 | -34.885 K $ | -9.31 % |
| 2026/03/31 | LHX | L3HARRIS TECHNOLOGIES INC | 0.23% | 339.191 K $ | 983 | 2024/12/31 | 50.290 K $ | 17.56 % |
| 2026/03/31 | CVS | CVS HEALTH CORP | 0.23% | 335.215 K $ | 4667 | 2024/12/31 | -37.458 K $ | -9.50 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.23% | 331.707 K $ | 333 | 2024/12/31 | 43.311 K $ | 15.53 % |
| 2026/03/31 | NUE | NUCOR CORP | 0.23% | 329.256 K $ | 1947 | 2024/12/31 | 14.555 K $ | 3.67 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.22% | 321.129 K $ | 1132 | 2024/12/31 | -27.704 K $ | -7.87 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.22% | 318.854 K $ | 1026 | 2024/12/31 | 5.263 K $ | 1.69 % |
| 2026/03/31 | IWF | ISHARES TR | 0.21% | 310.584 K $ | 728 | 2024/12/31 | -34.143 K $ | -9.91 % |
| 2026/03/31 | MGV | VANGUARD WORLD FD | 0.21% | 299.718 K $ | 2068 | 2025/03/31 | 7.792 K $ | 2.68 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.20% | 295.237 K $ | 3179 | 2024/12/31 | 39.790 K $ | 15.70 % |
| 2026/03/31 | AKRE | PROFESIONALLY MANAGED PORTFO | 0.20% | 288.931 K $ | 5467 | 2025/12/31 | -69.212 K $ | -19.33 % |
| 2026/03/31 | DXCM | DEXCOM INC | 0.20% | 285.049 K $ | 4539 | 2024/12/31 | -16.343 K $ | -5.38 % |
| 2026/03/31 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 0.19% | 272.981 K $ | 8180 | 2025/03/31 | -10.470 K $ | -3.69 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.19% | 272.463 K $ | 1275 | 2025/12/31 | 54.119 K $ | 24.82 % |
| 2026/03/31 | GILD | GILEAD SCIENCES INC | 0.19% | 271.339 K $ | 1947 | 2025/06/30 | 32.179 K $ | 13.55 % |
| 2026/03/31 | IBIT | ISHARES BITCOIN TRUST ETF | 0.18% | 257.376 K $ | 6699 | 2025/06/30 | -83.652 K $ | -22.62 % |