Aspen Wealth Strategies, LLC Purchases in Q3 2024

Aspen Wealth Strategies, LLC

  • $155 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
10K
+ 4.67%
$85.84 - $85.84 $863K - $863K
225K $21.8B
VTV
Vanguard Value ETF

ETFs
4.45K
+ 4.87%
$159.75 - $174.57 $711K - $777K
95.8K $16.7B
IVV
Ishares Core S&P 500 ETF

ETFs
1.24K
+ 4.01%
$520.18 - $576.82 $643K - $713K
32.1K $18.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.27K
+ 3.32%
$92.63 - $105.69 $581K - $663K
195K $20.3B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.9K
+ 6.48%
$94.31 - $103.26 $462K - $506K
80.5K $8.26B
LLY
Eli Lilly & CO

Healthcare
731
New
$772.14 - $960.02 $564K - $702K
731 $647M
DUK
Duke Energy Corp

Utilities
5.33K
New
$99.35 - $117.71 $530K - $628K
5.33K $615M
IEFA
Ishares Tr

ETFs
4.67K
+ 5.48%
$70.09 - $78.74 $327K - $367K
89.8K $7.01B
NEE
Nextera Energy Inc

Utilities
5.86K
New
$69.9 - $84.97 $410K - $498K
5.86K $495M
ASML
Asml Holding Nv

Technology
542
New
$749.82 - $1098.95 $406K - $596K
542 $452M
CHTR
Charter Communications, Inc.

Communication Services
1.37K
New
$290.56 - $383.07 $397K - $523K
1.37K $442M
CNC
Centene Corp

Healthcare
5.83K
New
$64.89 - $80.23 $378K - $468K
5.83K $439M
PTC
Ptc Inc.

Technology
2.18K
New
$164.85 - $187.32 $359K - $408K
2.18K $393M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6K
New
$50.61 - $50.96 $304K - $306K
6K $306M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.6K
+ 6.31%
$42.22 - $48.62 $279K - $321K
111K $5.17B
MS
Morgan Stanley

Financial Services
2.66K
New
$92.07 - $106.96 $245K - $285K
2.66K $277M
MDT
Medtronic PLC

Healthcare
2.89K
New
$76.84 - $91.03 $222K - $263K
2.89K $260M
SCHO
Schwab Short Term Us Treasury

ETFs
3.45K
+ 3.29%
$47.93 - $49.06 $165K - $169K
108K $5.31B
KO
Coca Cola CO

Consumer Defensive
3.01K
New
$62.69 - $73.01 $188K - $219K
3.01K $216M
VEA
Vanguard Ftse Developed Market

ETFs
4.03K
New
$47.6 - $53.31 $192K - $215K
4.03K $213M
CSCO
Cisco Systems, Inc.

Technology
2.77K
+ 22.83%
$44.74 - $53.22 $124K - $148K
14.9K $794M
DE
Deere & CO

Industrials
74
+ 2.53%
$344.84 - $418.0 $25.5K - $30.9K
3K $1.25B
SBUX
Starbucks Corp

Consumer Cyclical
191
+ 4.48%
$72.51 - $98.6 $13.8K - $18.8K
4.45K $434M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
453
+ 42.42%
$233.4 - $302.36 $106K - $137K
1.52K $413M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 1.51%
$333.64 - $405.2 $11.3K - $13.8K
2.28K $924M
BHP
Bhp Group LTD

Basic Materials
448
+ 8.04%
$51.32 - $62.11 $23K - $27.8K
6.02K $374M
PFE
Pfizer Inc

Healthcare
1.84K
+ 22.03%
$27.7 - $31.39 $51.1K - $57.9K
10.2K $295M
RIO
Rio Tinto PLC

Basic Materials
261
+ 5.96%
$59.71 - $71.21 $15.6K - $18.6K
4.64K $330M
FPE
First Tr Pfd Secs & Income ETF

ETFs
593
+ 1.18%
$17.35 - $18.22 $10.3K - $10.8K
51K $922M
TLT
Ishares Barclays 20+ Year Trea

ETFs
47
+ 0.74%
$89.91 - $101.33 $4.23K - $4.76K
6.37K $625M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
107
+ 1.32%
$66.31 - $74.08 $7.1K - $7.93K
8.2K $602M
ICSH
Blackrock Ultra Short Term Bon

ETFs
409
+ 7.51%
$50.32 - $50.75 $20.6K - $20.8K
5.85K $297M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
261
+ 0.97%
$50.25 - $50.74 $13.1K - $13.2K
27K $1.37B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
109
+ 3.97%
$80.13 - $88.89 $8.73K - $9.69K
2.86K $252M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.24%
$405.19 - $478.57 $1.22K - $1.44K
1.26K $580M
JMBS
Janus Detroit Str Tr Henderson

ETFs
45
+ 0.33%
$44.13 - $47.01 $1.99K - $2.12K
13.9K $647M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
97
+ 0.33%
$20.69 - $22.19 $2.01K - $2.15K
29.4K $639M
JNJ
Johnson & Johnson

Healthcare
32
+ 1.82%
$145.48 - $167.38 $4.66K - $5.36K
1.79K $290M
V
Visa Inc.

Financial Services
9
+ 0.34%
$253.74 - $291.56 $2.28K - $2.62K
2.63K $723M
AMZN
Amazon Com Inc

Consumer Cyclical
62
+ 0.9%
$161.02 - $200.0 $9.98K - $12.4K
6.96K $1.3B
SLB
Schlumberger Limited

Energy
2.01K
+ 16.55%
$39.57 - $49.67 $79.5K - $99.7K
14.1K $593M
SVOL
Simplify ETF Simplify Volatili

ETFs
198
+ 0.9%
$20.05 - $22.81 $3.97K - $4.52K
22.2K $487M
DVN
Devon Energy Corp

Energy
663
+ 13.36%
$37.87 - $48.65 $25.1K - $32.3K
5.63K $220M
QCOM
Qualcomm Inc

Technology
3
+ 0.17%
$156.12 - $209.64 $468 - $629
1.81K $307M
CVX
Chevron Corp

Energy
441
+ 5.69%
$137.88 - $161.97 $60.8K - $71.4K
8.19K $1.21B
MSFT
Microsoft Corp

Technology
76
+ 1.09%
$395.15 - $467.56 $30K - $35.5K
7.06K $3.04B
COP
Conocophillips

Energy
259
+ 2.75%
$102.3 - $116.61 $26.5K - $30.2K
9.67K $1.02B
Activity Summary
Buys All Purchases 48 New Holdings 13 Increased Positions 35 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email