Aspen Wealth Strategies, LLC Purchases and Sells in Q2 2025

Aspen Wealth Strategies, LLC

$166 Billion
Q2 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	15.1K + 174.69%	$146.29 - $275.65 $2.2M - $4.15M	23.7K $6.53B
IVV	353 + 1.11%	$498.8 - $620.9 $176K - $219K	32K $19.9B
IEFA	5.79K + 5.82%	$67.83 - $84.09 $393K - $487K	105K $8.79B
VTV	1.37K + 1.38%	$153.67 - $176.74 $211K - $242K	100K $17.7B
FIDELITY COVINGTON TRUST	34 + 0.02%	N/A	176K $6.05B
JPM	562 + 7.52%	$210.28 - $289.91 $118K - $163K	8.04K $2.33B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBR	16.7K New	$162.76 - $195.77 $2.72M - $3.27M	16.7K $3.26B
BA	3.03K New	$136.59 - $217.51 $413K - $658K	3.03K $634M
AIQ	8.37K New	$31.5 - $43.69 $264K - $366K	8.37K $366M
UAL	3.91K New	$56.15 - $84.23 $220K - $330K	3.91K $312M
VEA	4.87K New	$45.65 - $57.01 $222K - $278K	4.87K $278M
UBER	2.45K New	$64.62 - $93.3 $158K - $228K	2.45K $228M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-6.09K - 37.96%	$172.42 - $223.89 $1.05M - $1.36M	9.96K $2.04B
UNH	-153 - 8.77%	$274.35 - $599.47 $42K - $91.7K	1.59K $497M
AGGH	-16.5K - 35.47%	$19.78 - $21.29 $327K - $352K	30.1K $621M
WMT	-4.86K - 30.36%	$81.79 - $99.98 $397K - $486K	11.1K $1.09B
ABBV	-382 - 3.75%	$170.16 - $206.27 $65K - $78.8K	9.8K $1.82B
SVOL	-17K - 45.22%	$13.97 - $19.98 $238K - $340K	20.6K $379M

Activity Summary All Purchases 41 New Holdings 7 Increased Positions 34 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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