Aspen Wealth Strategies, LLC Sells in Q3 2024

Aspen Wealth Strategies, LLC

  • $155 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.06K
- 7.29%
$148.65 - $191.18 $158K - $203K
13.5K $2.24B
WMT
Walmart Inc.

Consumer Defensive
-4.59K
- 20.99%
$66.91 - $81.4 $307K - $373K
17.3K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
-405
- 4.91%
$194.9 - $224.8 $78.9K - $91K
7.85K $1.66B
TSLA
Tesla, Inc.

Consumer Cyclical
-534
- 19.08%
$191.76 - $263.26 $102K - $141K
2.27K $593M
MRK
Merck & Co., Inc.

Healthcare
-205
- 7.63%
$111.15 - $128.97 $22.8K - $26.4K
2.48K $282M
UNH
Unitedhealth Group Inc

Healthcare
-126
- 6.72%
$488.01 - $604.18 $61.5K - $76.1K
1.75K $1.02B
APD
Air Products & Chemicals, Inc.

Basic Materials
-429
- 11.46%
$247.34 - $300.11 $106K - $129K
3.32K $987M
SIXH
Exchange Trd Con Tr Etc 6 Meri

ETFs
-845
- 8.87%
$35.2 - $37.26 $29.7K - $31.5K
8.69K $323M
MUB
Ishares National Muni Bond ETF

ETFs
-270
- 3.42%
$106.13 - $108.7 $28.7K - $29.3K
7.63K $829M
VHT
Vanguard Health Care ETF

ETFs
-104
- 5.98%
$261.88 - $288.1 $27.2K - $30K
1.64K $462M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-634
- 2.92%
$77.02 - $85.06 $48.8K - $53.9K
21.1K $1.78B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-227
- 5.7%
$54.98 - $59.51 $12.5K - $13.5K
3.76K $224M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-200
- 1.91%
$49.93 - $51.15 $9.99K - $10.2K
10.3K $524M
XOM
Exxon Mobil Corp

Energy
-18
- 0.49%
$109.72 - $119.0 $1.97K - $2.14K
3.69K $433M
IBB
Ishares Biotechnology ETF

ETFs
-14
- 0.66%
$135.09 - $149.47 $1.89K - $2.09K
2.09K $305M
SUB
Ishares Short Term National Mu

ETFs
-52
- 1.05%
$104.3 - $106.3 $5.42K - $5.53K
4.88K $518M
T
At&T Inc.

Communication Services
-1.24K
- 9.24%
$18.21 - $22.28 $22.5K - $27.6K
12.2K $267M
PEAK
Healthpeak Properties, Inc.

Real Estate
-492
- 3.46%
N/A
13.7K $314M
AAPL
Apple Inc.

Technology
-227
- 1.4%
$207.23 - $234.82 $47K - $53.3K
16K $3.72B
LOW
Lowes Companies Inc

Consumer Cyclical
-38
- 3.39%
$213.3 - $270.78 $8.11K - $10.3K
1.08K $294M
VZ
Verizon Communications Inc

Communication Services
-89
- 0.69%
$38.89 - $45.0 $3.46K - $4.01K
12.9K $579M
VPU
Vanguard Utilities ETF

ETFs
-9
- 0.42%
$146.64 - $174.54 $1.32K - $1.57K
2.12K $368M
AVGO
Broadcom Inc.

Technology
-522
- 5.21%
$136.27 - $1745.86 $71.1K - $911K
9.49K $1.64B
META
Meta Platforms, Inc.

Communication Services
-61
- 5.05%
$453.41 - $572.44 $27.7K - $34.9K
1.15K $657M
ABBV
Abb Vie Inc.

Healthcare
-615
- 5.78%
$163.84 - $199.33 $101K - $123K
10K $1.98B
XEL
Xcel Energy Inc

Utilities
-275
- 2.02%
$52.11 - $65.3 $14.3K - $18K
13.3K $870M
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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