Aspen Wealth Strategies, LLC Purchases and Sells in Q3 2024

Aspen Wealth Strategies, LLC

$155 Billion
Q3 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	10K + 4.67%	$85.84 - $85.84 $863K - $863K	225K $21.8B
VTV	4.45K + 4.87%	$159.75 - $174.57 $711K - $777K	95.8K $16.7B
IVV	1.24K + 4.01%	$520.18 - $576.82 $643K - $713K	32.1K $18.5B
SCHG	6.27K + 3.32%	$92.63 - $105.69 $581K - $663K	195K $20.3B
XMHQ	4.9K + 6.48%	$94.31 - $103.26 $462K - $506K	80.5K $8.26B
IEFA	4.67K + 5.48%	$70.09 - $78.74 $327K - $367K	89.8K $7.01B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	731 New	$772.14 - $960.02 $564K - $702K	731 $647M
DUK	5.33K New	$99.35 - $117.71 $530K - $628K	5.33K $615M
NEE	5.86K New	$69.9 - $84.97 $410K - $498K	5.86K $495M
ASML	542 New	$749.82 - $1098.95 $406K - $596K	542 $452M
NOC	847 New	$423.73 - $533.14 $359K - $452K	847 $447M
CHTR	1.37K New	$290.56 - $383.07 $397K - $523K	1.37K $442M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-1.06K - 7.29%	$148.65 - $191.18 $158K - $203K	13.5K $2.24B
WMT	-4.59K - 20.99%	$66.91 - $81.4 $307K - $373K	17.3K $1.39B
JPM	-405 - 4.91%	$194.9 - $224.8 $78.9K - $91K	7.85K $1.66B
TSLA	-534 - 19.08%	$191.76 - $263.26 $102K - $141K	2.27K $593M
MRK	-205 - 7.63%	$111.15 - $128.97 $22.8K - $26.4K	2.48K $282M
UNH	-126 - 6.72%	$488.01 - $604.18 $61.5K - $76.1K	1.75K $1.02B

Activity Summary All Purchases 48 New Holdings 13 Increased Positions 35 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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