Aspen Grove Capital, LLC Purchases in Q1 2025

Aspen Grove Capital, LLC

  • $520 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.13%
$84.5 - $105.05 $338 - $420
3.11K $274M
OKE
Oneok Inc

Energy
2
+ 0.03%
$89.57 - $109.85 $179 - $220
6.75K $670M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7
+ 0.31%
$108.02 - $120.45 $756 - $843
2.23K $246M
HIMX
Himax Technologies, Inc.

Technology
74
+ 0.4%
$7.2 - $12.85 $533 - $951
18.6K $136M
ACN
Accenture PLC

Technology
39
+ 4.77%
$300.91 - $398.25 $11.7K - $15.5K
857 $267M
IWN
Ishares Russell2000 Val ETF

ETFs
21
+ 0.87%
$149.27 - $169.4 $3.13K - $3.56K
2.44K $368M
KD
Kyndryl Holdings, Inc.

Technology
95
+ 0.92%
$31.32 - $43.45 $2.98K - $4.13K
10.4K $328M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3
+ 0.18%
$157.11 - $206.52 $471 - $620
1.7K $286M
ASX
Ase Technology Holding Co., Ltd.

Technology
196
+ 0.59%
$8.76 - $11.36 $1.72K - $2.23K
33.5K $294M
DRH
Diamond Rock Hospitality CO

Real Estate
527
+ 1.41%
$7.64 - $9.04 $4.03K - $4.76K
37.8K $292M
CRM
Salesforce, Inc.

Technology
46
+ 4.75%
$268.36 - $359.95 $12.3K - $16.6K
1.02K $272M
PFE
Pfizer Inc

Healthcare
736
+ 1.18%
$25.01 - $27.13 $18.4K - $20K
62.9K $1.6B
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.03%
$108.17 - $167.07 $108 - $167
2.98K $344M
BAC
Bank Of America Corp

Financial Services
547
+ 0.99%
$39.61 - $47.74 $21.7K - $26.1K
55.8K $2.33B
META
Meta Platforms, Inc.

Communication Services
16
+ 0.12%
$576.36 - $736.67 $9.22K - $11.8K
12.8K $7.39B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
38
+ 0.05%
$25.58 - $29.24 $972 - $1.11K
74.5K $1.95B
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.01%
N/A
76.3K $14.8B
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
87
+ 0.44%
$67.16 - $87.51 $5.84K - $7.61K
19.8K $1.41B
SCHA
Schwab Strategic Tr Us Small C

ETFs
28
+ 0.04%
$23.16 - $27.04 $648 - $757
62.9K $1.47B
RY
Royal Bank Of Canada

Financial Services
152
+ 0.57%
$108.81 - $123.4 $16.5K - $18.8K
26.7K $3.01B
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 0.93%
$347.25 - $424.87 $34.7K - $42.5K
10.9K $3.99B
SCHG
Schwab Strategic Tr Us Large C

ETFs
53
+ 0.07%
$24.91 - $29.02 $1.32K - $1.54K
74.1K $1.86B
CCAP
Crescent Capital Bdc, Inc.

Financial Services
2.58K
+ 1.02%
$16.82 - $20.0 $43.3K - $51.5K
256K $4.39B
MSFT
Microsoft Corp

Technology
49
+ 0.33%
$375.39 - $447.2 $18.4K - $21.9K
14.9K $5.59B
AVGO
Broadcom Inc.

Technology
133
+ 0.94%
$167.43 - $244.7 $22.3K - $32.5K
14.3K $2.4B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
18
+ 0.15%
$283.06 - $421.16 $5.1K - $7.58K
12.4K $3.5B
GOOGL
Alphabet Inc.

Communication Services
327
+ 0.73%
$154.33 - $206.19 $50.5K - $67.4K
45K $6.95B
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 2.54%
$190.26 - $242.06 $306K - $389K
65K $12.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
127
+ 0.2%
$551.42 - $612.93 $70K - $77.8K
62.4K $35B
Activity Summary
Buys All Purchases 130 New Holdings 38 Increased Positions 92 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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