Aspen Wealth Strategies, LLC Incresed Positions 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
IEFA
Ishares Tr

ETFs
4.67K
+ 5.48%
$70.09 - $78.74 $327K - $367K
89.8K $7.01B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.6K
+ 6.31%
$42.22 - $48.62 $279K - $321K
111K $5.17B
SCHO
Schwab Short Term Us Treasury

ETFs
3.45K
+ 3.29%
$47.93 - $49.06 $165K - $169K
108K $5.31B
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
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
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