Aspen Wealth Strategies, LLC Incresed Positions in Q4 2024

Aspen Wealth Strategies, LLC

  • $156 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
763
+ 5.65%
$161.86 - $196.66 $123K - $150K
14.3K $2.7B
SVOL
Simplify ETF Simplify Volatili

ETFs
16.5K
+ 74.52%
$20.4 - $21.93 $337K - $362K
38.7K $805M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
16.4K
+ 55.82%
$20.35 - $21.68 $334K - $356K
45.9K $946M
AAPL
Apple Inc.

Technology
97
+ 0.61%
$221.69 - $259.02 $21.5K - $25.1K
16.1K $4.02B
AMZN
Amazon Com Inc

Consumer Cyclical
87
+ 1.25%
$180.88 - $232.93 $15.7K - $20.3K
7.05K $1.55B
SCHO
Schwab Short Term Us Treasury

ETFs
122K
+ 112.34%
$24.06 - $48.88 $2.93M - $5.95M
230K $5.54B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.62K
+ 6.98%
$98.47 - $109.35 $553K - $615K
86.1K $8.48B
SBUX
Starbucks Corp

Consumer Cyclical
2.7K
+ 60.71%
$87.44 - $102.5 $236K - $277K
7.15K $653M
FPE
First Tr Pfd Secs & Income ETF

ETFs
13.4K
+ 26.2%
$17.65 - $18.18 $236K - $243K
64.3K $1.14B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.37K
+ 89.8%
$57.53 - $60.83 $194K - $205K
7.13K $410M
COF
Capital One Financial Corp

Financial Services
176
+ 4.02%
$145.19 - $192.01 $25.6K - $33.8K
4.55K $812M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.94K
+ 35.86%
$67.29 - $73.38 $198K - $216K
11.1K $756M
V
Visa Inc.

Financial Services
39
+ 1.48%
$273.87 - $320.91 $10.7K - $12.5K
2.67K $844M
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.18%
$52.45 - $60.02 $1.42K - $1.62K
14.9K $885M
META
Meta Platforms, Inc.

Communication Services
75
+ 6.54%
$554.08 - $632.68 $41.6K - $47.5K
1.22K $716M
DE
Deere & CO

Industrials
90
+ 3.0%
$389.45 - $466.0 $35.1K - $41.9K
3.09K $1.31B
SLB
Schlumberger Limited

Energy
2.74K
+ 19.39%
$36.83 - $45.59 $101K - $125K
16.9K $647M
GOOG
Alphabet Inc.

Communication Services
50
+ 2.63%
$163.08 - $198.16 $8.15K - $9.91K
1.95K $372M
NEE
Nextera Energy Inc

Utilities
1.51K
+ 25.79%
$69.77 - $85.43 $105K - $129K
7.37K $528M
DUK
Duke Energy Corp

Utilities
568
+ 10.65%
$105.76 - $120.76 $60.1K - $68.6K
5.9K $636M
MUB
Ishares National Muni Bond ETF

ETFs
325
+ 4.26%
$105.78 - $108.7 $34.4K - $35.3K
7.96K $848M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.76K
+ 6.07%
$43.84 - $48.76 $296K - $329K
118K $5.19B
SCHG
Schwab Strategic Tr Us Large C

ETFs
534K
+ 273.98%
$25.93 - $105.3 $13.9M - $56.3M
730K $20.3B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
309
+ 10.81%
$79.93 - $88.06 $24.7K - $27.2K
3.17K $253M
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.02%
$104.94 - $106.2 $105 - $106
4.88K $514M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.63%
$442.29 - $483.08 $3.54K - $3.86K
1.27K $575M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
95
+ 0.93%
$49.79 - $51.14 $4.73K - $4.86K
10.4K $519M
CVX
Chevron Corp

Energy
48
+ 0.59%
$141.15 - $162.53 $6.78K - $7.8K
8.24K $1.19B
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 2.37%
$385.02 - $431.37 $20.8K - $23.3K
2.34K $908M
JMBS
Janus Detroit Str Tr Henderson

ETFs
341
+ 2.46%
$44.03 - $46.65 $15K - $15.9K
14.2K $628M
APD
Air Products & Chemicals, Inc.

Basic Materials
21
+ 0.63%
$285.5 - $335.62 $6K - $7.05K
3.34K $968M
NOC
Northrop Grumman Corp

Industrials
57
+ 6.73%
$466.52 - $543.88 $26.6K - $31K
904 $424M
VZ
Verizon Communications Inc

Communication Services
630
+ 4.89%
$39.6 - $45.21 $24.9K - $28.5K
13.5K $541M
MSFT
Microsoft Corp

Technology
46
+ 0.65%
$406.35 - $454.46 $18.7K - $20.9K
7.1K $2.99B
UNH
Unitedhealth Group Inc

Healthcare
25
+ 1.43%
$485.52 - $625.25 $12.1K - $15.6K
1.78K $898M
ABBV
Abb Vie Inc.

Healthcare
277
+ 2.76%
$164.99 - $203.87 $45.7K - $56.5K
10.3K $1.83B
IEFA
Ishares Tr

ETFs
5.61K
+ 6.25%
$70.06 - $77.43 $393K - $434K
95.4K $6.7B
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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