The Analysis of Aspen Investment Management Inc's Holdings
Currently, Aspen Investment Management Inc holds 149 types of securities in its portfolio with a total value $258.8K. In the most recent quarter, they have increased their positions in SPYI (+23.9K shares, valued at $1.2K), SPY (+1.6K shares, valued at $1.1K), SCHD (+30.4K shares, valued at $830.3964066818891); decreased their positions in HOOD (-6.0K shares, valued at $864.3306312521557), COST (-555 shares, valued at $514.1160220994476), WMT (-2.7K shares, valued at $278.3389301230992); initiated new positions in SPYI (+23.9K shares, valued at $1.2K), AMD (+3.0K shares, valued at $477), MTZ (+1.6K shares, valued at $350). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR35.3K shares4.76%2025-09-302025-11-12
RSP INVESCO EXCHANGE TRADED FD T63.1K shares2.45%2025-09-302025-11-12 MSFT MICROSOFT CORP17.1K shares3.37%2025-09-302025-11-12 IWM ISHARES TR36.5K shares5.91%2025-09-302025-11-12 IEFA ISHARES TR96.9K shares8.94%2025-09-302025-11-12 IGIB ISHARES TR144.6K shares8.30%2025-09-302025-11-12 IGSB ISHARES TR129.9K shares11.95%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.18.3K shares2.34%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC6.0K shares1.92%2025-09-302025-11-12 WMT WALMART INC44.2K shares-5.76%2025-09-302025-11-12 FPE FIRST TR EXCH TRADED FD III244.4K shares1.30%2025-09-302025-11-12 IVV ISHARES TR5.8K shares0.14%2025-09-302025-11-12 AAPL APPLE INC15.1K shares-6.03%2025-09-302025-11-12 FTSL FIRST TR EXCHANGE-TRADED FD83.8K shares-0.48%2025-09-302025-11-12 BSCR INVESCO EXCH TRD SLF IDX FD192.3K shares-0.50%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS37.2K shares2.05%2025-09-302025-11-12 BSCS INVESCO EXCH TRD SLF IDX FD163.7K shares1.59%2025-09-302025-11-12 HOOD ROBINHOOD MKTS INC23.2K shares-20.65%2025-09-302025-11-12 AMZN AMAZON COM INC14.6K shares12.50%2025-09-302025-11-12 BSCT INVESCO EXCH TRD SLF IDX FD150.7K shares1.00%2025-09-302025-11-12 GOOGL ALPHABET INC11.5K shares14.68%2025-09-302025-11-12 BSCQ INVESCO EXCH TRD SLF IDX FD139.0K shares-1.59%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR30.4K shares-5.36%2025-09-302025-11-12 HYS PIMCO ETF TR28.1K shares2.13%2025-09-302025-11-12 QQQ INVESCO QQQ TR4.3K shares20.48%2025-09-302025-11-12 HD HOME DEPOT INC6.2K shares-0.29%2025-09-302025-11-12 V VISA INC7.3K shares-1.31%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR28.6K shares1.49%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP24.4K shares-0.43%2025-09-302025-11-12 GLD SPDR GOLD TR6.5K shares-6.59%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN13.3K shares1.69%2025-09-302025-11-12 GLW CORNING INC27.2K shares7.89%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR79.9K shares0.16%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC5.2K shares1.85%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR76.3K shares0.16%2025-09-302025-11-12 FICO FAIR ISAAC CORP1.3K shares3.08%2025-09-302025-11-12 DES WISDOMTREE TR58.3K shares-0.42%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS7.0K shares-1.68%2025-09-302025-11-12 SYK STRYKER CORPORATION5.2K shares1.81%2025-09-302025-11-12 WM WASTE MGMT INC DEL8.7K shares2.13%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON9.6K shares2.75%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR74.8K shares0.00%2025-09-302025-11-12 PEP PEPSICO INC12.4K shares-8.97%2025-09-302025-11-12 BAC BANK AMERICA CORP33.2K shares-4.19%2025-09-302025-11-12 CSX CSX CORP48.2K shares0.00%2025-09-302025-11-12 VO VANGUARD INDEX FDS5.8K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP15.1K shares2.45%2025-09-302025-11-12 JCI JOHNSON CTLS INTL PLC15.1K shares0.00%2025-09-302025-11-12 AMGN AMGEN INC5.7K shares3.52%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN5.5K shares0.00%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC6.2K shares-2.90%2025-09-302025-11-12 CVX CHEVRON CORP NEW9.9K shares0.06%2025-09-302025-11-12 BSCP INVESCO EXCH TRD SLF IDX FD74.3K shares-7.51%2025-09-302025-11-12 CSCO CISCO SYS INC21.3K shares1.19%2025-09-302025-11-12 PWR QUANTA SVCS INC3.5K shares3.56%2025-09-302025-11-12 WMB WILLIAMS COS INC22.4K shares1.73%2025-09-302025-11-12 CAT CATERPILLAR INC2.9K shares0.00%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR49.9K shares155.91%2025-09-302025-11-12 ETN EATON CORP PLC3.6K shares3.32%2025-09-302025-11-12 ABBV ABBVIE INC5.7K shares18.81%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO3.9K shares4.87%2025-09-302025-11-12 IWB ISHARES TR3.4K shares0.00%2025-09-302025-11-12 SPYI NEOS ETF TRUST23.9K sharesnew addition2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F22.6K shares3.01%2025-09-302025-11-12 NEE NEXTERA ENERGY INC15.5K shares-0.48%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP10.6K shares-10.10%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO7.5K shares1.40%2025-09-302025-11-12 EFA ISHARES TR12.2K shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR7.2K shares260.87%2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP11.2K shares7.07%2025-09-302025-11-12 NVDA NVIDIA CORPORATION5.3K shares10.19%2025-09-302025-11-12 HBAN HUNTINGTON BANCSHARES INC56.9K shares-18.50%2025-09-302025-11-12 LLY ELI LILLY & CO1.3K shares24.58%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC15.3K shares-0.92%2025-09-302025-11-12 VTI VANGUARD INDEX FDS2.9K shares13.67%2025-09-302025-11-12 GOOG ALPHABET INC3.9K shares6.74%2025-09-302025-11-12 SCHC SCHWAB STRATEGIC TR20.6K shares1.48%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS4.3K shares121.20%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP1.8K shares-2.68%2025-09-302025-11-12 WFC WELLS FARGO CO NEW10.7K shares0.00%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC13.2K shares-0.42%2025-09-302025-11-12 ORCL ORACLE CORP3.0K shares0.00%2025-09-302025-11-12 EW EDWARDS LIFESCIENCES CORP10.2K shares0.00%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC4.7K shares-4.55%2025-09-302025-11-12 ABT ABBOTT LABS5.7K shares-26.01%2025-09-302025-11-12 IEMG ISHARES INC11.2K shares-0.13%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR22.0K shares-2.23%2025-09-302025-11-12 GE GE AEROSPACE2.4K shares0.00%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR2.6K shares-3.95%2025-09-302025-11-12 BCI ABRDN ETFS32.9K shares-2.84%2025-09-302025-11-12 CMF ISHARES TR12.4K shares16.73%2025-09-302025-11-12 VGT VANGUARD WORLD FD908 shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC2.1K shares1.99%2025-09-302025-11-12 TXN TEXAS INSTRS INC3.6K shares-2.30%2025-09-302025-11-12 MRVL MARVELL TECHNOLOGY INC7.8K shares4.55%2025-09-302025-11-12 IJH ISHARES TR10.0K shares10.80%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR21.8K shares-0.16%2025-09-302025-11-12 KO COCA COLA CO9.7K shares0.00%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW5.2K shares-2.97%2025-09-302025-11-12 ETD ETHAN ALLEN INTERIORS INC20.8K shares-2.35%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR18.2K shares0.05%2025-09-302025-11-12 IWF ISHARES TR1.2K shares0.00%2025-09-302025-11-12 EMLP FIRST TR EXCHANGE-TRADED FD14.9K shares0.00%2025-09-302025-11-12 OEF ISHARES TR1.7K shares0.00%2025-09-302025-11-12 AIG AMERICAN INTL GROUP INC7.1K shares0.06%2025-09-302025-11-12 VV VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC1.0K shares10.32%2025-09-302025-11-12 MPC MARATHON PETE CORP2.6K shares0.00%2025-09-302025-11-12 DON WISDOMTREE TR9.6K shares0.00%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW543 shares-50.55%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC3.0K sharesnew addition2025-09-302025-11-12 COP CONOCOPHILLIPS4.9K shares-2.18%2025-09-302025-11-12 INTC INTEL CORP13.9K shares-1.76%2025-09-302025-11-12 IRM IRON MTN INC DEL4.5K shares0.09%2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD5.8K shares14.57%2025-09-302025-11-12 DE DEERE & CO925 shares0.00%2025-09-302025-11-12 SLV ISHARES SILVER TR9.7K shares-9.96%2025-09-302025-11-12 TRV TRAVELERS COMPANIES INC1.4K shares0.00%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR7.2K shares1.11%2025-09-302025-11-12 MDT MEDTRONIC PLC4.0K shares-1.12%2025-09-302025-11-12 C CITIGROUP INC3.7K shares0.00%2025-09-302025-11-12 MTZ MASTEC INC1.6K sharesnew addition2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR2.4K shares-34.16%2025-09-302025-11-12 XSD SPDR SERIES TRUST1.0K shares0.00%2025-09-302025-11-12 XHB SPDR SERIES TRUST2.9K sharesnew addition2025-09-302025-11-12 MNST MONSTER BEVERAGE CORP NEW4.8K shares-20.53%2025-09-302025-11-12 URA GLOBAL X FDS6.7K sharesnew addition2025-09-302025-11-12 TTD THE TRADE DESK INC6.5K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC431 sharesnew addition2025-09-302025-11-12 DIS DISNEY WALT CO2.8K shares0.00%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC690 shares0.00%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO6.9K shares-10.63%2025-09-302025-11-12 GEV GE VERNOVA INC505 shares0.00%2025-09-302025-11-12 HCA HCA HEALTHCARE INC699 shares-0.99%2025-09-302025-11-12 DOCU DOCUSIGN INC4.1K shares0.00%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS2.1K shares0.00%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR463 shares0.00%2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR9.2K shares-1.52%2025-09-302025-11-12 SMH VANECK ETF TRUST799 sharesnew addition2025-09-302025-11-12 IWR ISHARES TR2.7K shares0.00%2025-09-302025-11-12 IHDG WISDOMTREE TR5.7K shares0.00%2025-09-302025-11-12 IGPT INVESCO EXCHANGE TRADED FD T4.6K sharesnew addition2025-09-302025-11-12 SNOW SNOWFLAKE INC1.1K shares-16.29%2025-09-302025-11-12 PAYX PAYCHEX INC1.9K shares0.00%2025-09-302025-11-12 SHOP SHOPIFY INC1.6K sharesnew addition2025-09-302025-11-12 VTV VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-12 SHW SHERWIN WILLIAMS CO650 shares0.00%2025-09-302025-11-12 RSG REPUBLIC SVCS INC945 shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available