Aspen Wealth Strategies, LLC Purchases and Sells in Q1 2025

Aspen Wealth Strategies, LLC

$153 Billion
Q1 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	6.83K + 7.41%	$167.73 - $179.21 $1.15M - $1.22M	99K $17.1B
IEFA	4.1K + 4.3%	$69.57 - $78.65 $285K - $322K	99.5K $7.52B
JAAA	15.1K + 48.73%	$50.48 - $51.04 $760K - $768K	45.9K $2.33B
COP	1.52K + 23.34%	$88.6 - $105.85 $135K - $161K	8.03K $843M
DEM	2.81K + 46.56%	$39.65 - $43.35 $111K - $122K	8.83K $372M
MCHI	1.28K + 16.75%	$43.71 - $58.65 $55.7K - $74.8K	8.89K $484M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	176K New	N/A	176K $5.51B
CTA	177K New	$27.81 - $30.21 $4.92M - $5.35M	177K $5.24B
SMLF	65.2K New	$60.91 - $71.4 $3.97M - $4.66M	65.2K $4.05B
IHI	10.9K New	$58.32 - $65.09 $634K - $707K	10.9K $654M
KO	3.01K New	$60.81 - $72.32 $183K - $217K	3.01K $215M
AGNC	20.4K New	$9.12 - $10.54 $186K - $215K	20.4K $196M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	-80.8K - 11.07%	$24.91 - $29.02 $2.01M - $2.34M	649K $16.2B
MOAT	-28.2K - 12.89%	N/A	190K $16.7B
XMHQ	-29.6K - 34.36%	$89.18 - $104.04 $2.64M - $3.08M	56.5K $5.18B
CALF	-29K - 24.61%	$36.64 - $45.76 $1.06M - $1.33M	88.9K $3.33B
SCHD	-50.7K - 70.96%	$27.01 - $28.54 $1.37M - $1.45M	20.7K $580M
AVGO	-693 - 7.44%	$167.43 - $244.7 $116K - $170K	8.62K $1.44B

Activity Summary All Purchases 37 New Holdings 6 Increased Positions 31 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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