Aspen Wealth Strategies, LLC Incresed Positions in Q2 2025

Aspen Wealth Strategies, LLC

  • $166 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
15.1K
+ 174.69%
$146.29 - $275.65 $2.2M - $4.15M
23.7K $6.53B
IVV
Ishares Core S&P 500 ETF

ETFs
353
+ 1.11%
$498.8 - $620.9 $176K - $219K
32K $19.9B
IEFA
Ishares Tr

ETFs
5.79K
+ 5.82%
$67.83 - $84.09 $393K - $487K
105K $8.79B
VTV
Vanguard Value ETF

ETFs
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
Jpmorgan Chase & CO

Financial Services
562
+ 7.52%
$210.28 - $289.91 $118K - $163K
8.04K $2.33B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.67K
+ 2.56%
$54.28 - $67.95 $90.7K - $114K
66.9K $4.54B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.66K
+ 58.65%
$50.36 - $50.68 $486K - $489K
26.1K $1.32B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 1.92%
$82.17 - $99.96 $89K - $108K
57.6K $5.66B
KCE
Spdr S&P Capital Markets ETF

ETFs
1.59K
+ 12.78%
$108.52 - $144.93 $172K - $230K
14K $2.03B
COF
Capital One Financial Corp

Financial Services
720
+ 16.23%
$150.57 - $212.76 $108K - $153K
5.16K $1.1B
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.05K
+ 44.7%
$58.13 - $69.92 $119K - $144K
6.65K $465M
SUB
Ishares Short Term National Mu

ETFs
1.07K
+ 22.02%
$104.77 - $106.34 $113K - $114K
5.95K $633M
MS
Morgan Stanley

Financial Services
96
+ 3.69%
$99.83 - $140.86 $9.58K - $13.5K
2.7K $380M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
760
+ 7.0%
$54.27 - $63.01 $41.2K - $47.9K
11.6K $728M
C
Citigroup Inc

Financial Services
330
+ 10.23%
$58.13 - $85.12 $19.2K - $28.1K
3.56K $303M
AGNC
Agnc Investment Corp.

Real Estate
6.66K
+ 32.63%
$8.12 - $9.49 $54.1K - $63.2K
27.1K $249M
VPU
Vanguard Utilities ETF

ETFs
193
+ 9.64%
$158.36 - $178.82 $30.6K - $34.5K
2.2K $387M
QCOM
Qualcomm Inc

Technology
120
+ 5.89%
$124.66 - $159.48 $15K - $19.1K
2.16K $344M
T
At&T Inc.

Communication Services
463
+ 4.08%
$26.33 - $28.94 $12.2K - $13.4K
11.8K $342M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
513
+ 5.0%
$48.13 - $49.85 $24.7K - $25.6K
10.8K $528M
LOW
Lowes Companies Inc

Consumer Cyclical
112
+ 10.86%
$210.83 - $235.28 $23.6K - $26.4K
1.14K $254M
PFE
Pfizer Inc

Healthcare
841
+ 9.2%
$21.59 - $24.84 $18.2K - $20.9K
9.98K $242M
RIO
Rio Tinto PLC

Basic Materials
320
+ 6.65%
$52.32 - $62.75 $16.7K - $20.1K
5.13K $299M
MDT
Medtronic PLC

Healthcare
159
+ 5.81%
$80.68 - $88.86 $12.8K - $14.1K
2.9K $253M
VZ
Verizon Communications Inc

Communication Services
749
+ 5.54%
$41.67 - $45.62 $31.2K - $34.2K
14.3K $618M
VHT
Vanguard Health Care ETF

ETFs
125
+ 7.22%
$236.71 - $261.92 $29.6K - $32.7K
1.86K $461M
NOC
Northrop Grumman Corp

Industrials
23
+ 2.67%
$456.3 - $540.39 $10.5K - $12.4K
883 $441M
XOM
Exxon Mobil Corp

Energy
169
+ 5.71%
$99.93 - $119.04 $16.9K - $20.1K
3.13K $338M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.21K
+ 8.82%
N/A
15K $262M
XEL
Xcel Energy Inc

Utilities
280
+ 2.12%
$65.65 - $72.39 $18.4K - $20.3K
13.5K $919M
APD
Air Products & Chemicals, Inc.

Basic Materials
69
+ 2.06%
$248.61 - $294.96 $17.2K - $20.4K
3.41K $962M
CTA
Simplify Exch Traded Fds Simpl

ETFs
5.1K
+ 2.88%
$26.61 - $29.9 $136K - $152K
182K $4.87B
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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