Aspen Capital Management, LLC Purchases and Sells in Q3 2025

Aspen Capital Management, LLC

$392 Billion
Q3 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	99.4K + 4.71%	$30.76 - $33.01 $3.06M - $3.28M	2.21M $72.4B
DFAC	75.2K + 6.15%	$36.04 - $38.78 $2.71M - $2.92M	1.3M $50.1B
SGOV	42.9K + 6.75%	$100.37 - $100.74 $4.31M - $4.32M	679K $68.3B
DFEM	41.4K + 8.91%	$29.55 - $32.52 $1.22M - $1.35M	506K $16.2B
DIMENSIONAL ETF TRUST	16.8K + 19.96%	N/A	101K $7.26B
AAPL	284 + 1.29%	$202.38 - $256.87 $57.5K - $73K	22.3K $5.68B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	737 New	$294.27 - $342.31 $217K - $252K	737 $245M
BLACKROCK INC	206 New	N/A	206 $240M
AVEM	2.91K New	$68.33 - $75.41 $199K - $219K	2.91K $219M
FYX	1.97K New	$96.35 - $111.0 $190K - $219K	1.97K $215M
MU	1.24K New	$104.88 - $168.89 $130K - $210K	1.24K $208M
CGUS	5.21K New	$36.89 - $39.72 $192K - $207K	5.21K $206M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISRG	-3 - 0.27%	$433.66 - $544.47 $1.3K - $1.63K	1.11K $497M
DFSB	-368 - 3.59%	N/A	9.87K $526M
AMZN	-19 - 0.34%	$211.65 - $238.24 $4.02K - $4.53K	5.61K $1.23B
BRK-B	-40 - 3.58%	$459.11 - $506.91 $18.4K - $20.3K	1.08K $542M
HPE	-2.37K - 16.37%	$19.81 - $25.24 $47K - $59.8K	12.1K $297M
VOO	-56 - 6.4%	$567.77 - $614.76 $31.8K - $34.4K	819 $501M

Activity Summary All Purchases 36 New Holdings 10 Increased Positions 26 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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