Aspen Grove Capital, LLC Incresed Positions in Q1 2025

Aspen Grove Capital, LLC

  • $520 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
5.92K
+ 264.7%
$222.15 - $428.22 $1.32M - $2.54M
8.16K $2.12B
IBM
International Business Machines Corp

Technology
110
+ 0.38%
$217.4 - $264.74 $23.9K - $29.1K
28.9K $7.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.67K
+ 11.18%
$507.05 - $563.67 $845K - $940K
16.6K $8.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.55%
$442.66 - $534.52 $13.3K - $16K
5.46K $2.91B
UBER
Uber Technologies, Inc

Technology
2.72K
+ 18.31%
$63.17 - $81.49 $172K - $222K
17.6K $1.28B
SCHW
Schwab Charles Corp

Financial Services
3.77K
+ 52.36%
$71.24 - $83.64 $268K - $315K
11K $858M
Gsk PLC
3.26K
+ 10.58%
N/A
34K $1.33B
BK
Bank Of New York Mellon Corp

Financial Services
58
+ 0.17%
$75.42 - $88.95 $4.37K - $5.16K
35.1K $2.95B
SAP
Sap Se

Technology
799
+ 49.02%
$241.4 - $293.69 $193K - $235K
2.43K $652M
LLY
Eli Lilly & CO

Healthcare
21
+ 0.53%
$725.72 - $929.72 $15.2K - $19.5K
4K $3.3B
AZN
Astrazeneca PLC

Healthcare
2.5K
+ 74.29%
$65.37 - $77.96 $163K - $195K
5.86K $430M
BX
Blackstone Inc.

Financial Services
3.61K
+ 38.84%
$136.53 - $186.74 $492K - $674K
12.9K $1.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.79K
+ 5.61%
$42.5 - $46.71 $119K - $130K
52.5K $2.38B
SNY
Sanofi

Healthcare
2.11K
+ 23.62%
$48.15 - $59.42 $102K - $125K
11K $612M
AMGN
Amgen Inc

Healthcare
106
+ 4.06%
$258.59 - $327.36 $27.4K - $34.7K
2.72K $847M
ASML
Asml Holding Nv

Technology
242
+ 60.65%
$662.63 - $776.99 $160K - $188K
641 $425M
SHEL
Shell PLC

Energy
951
+ 14.06%
$62.84 - $73.29 $59.8K - $69.7K
7.71K $565M
KO
Coca Cola CO

Consumer Defensive
1.33K
+ 30.29%
$60.81 - $72.32 $81.1K - $96.5K
5.74K $414M
ADBE
Adobe Inc.

Technology
438
+ 86.39%
$377.84 - $464.11 $165K - $203K
945 $362M
CX
Cemex Sab De Cv

Basic Materials
20.4K
+ 156.21%
$5.36 - $6.78 $109K - $138K
33.4K $187M
JNJ
Johnson & Johnson

Healthcare
286
+ 9.31%
$142.06 - $167.7 $40.6K - $48K
3.36K $557M
JPM
Jpmorgan Chase & CO

Financial Services
334
+ 6.35%
$225.19 - $279.95 $75.2K - $93.5K
5.59K $1.37B
XOM
Exxon Mobil Corp

Energy
83
+ 0.94%
$105.44 - $118.93 $8.75K - $9.87K
8.88K $1.06B
VTI
Vanguard Total Stock Market Et

ETFs
3.85K
+ 6.07%
$271.18 - $303.12 $1.04M - $1.17M
67.2K $18.5B
ABBV
Abb Vie Inc.

Healthcare
201
+ 12.59%
$169.2 - $216.66 $34K - $43.5K
1.8K $377M
VTV
Vanguard Value ETF

ETFs
136
+ 0.77%
$167.73 - $179.21 $22.8K - $24.4K
17.8K $3.08B
MA
Mastercard Inc

Financial Services
22
+ 0.72%
$504.67 - $576.31 $11.1K - $12.7K
3.08K $1.69B
VALE
Vale S.A.

Basic Materials
6.23K
+ 44.8%
$8.5 - $10.19 $53K - $63.5K
20.1K $201M
SPOT
Spotify Technology S.A.

Communication Services
26
+ 4.5%
$457.79 - $648.32 $11.9K - $16.9K
604 $332M
Linde PLC
15
+ 1.07%
N/A
1.42K $660M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
189
+ 0.19%
$27.01 - $28.54 $5.1K - $5.39K
101K $2.83B
DUK
Duke Energy Corp

Utilities
124
+ 3.26%
$105.87 - $121.97 $13.1K - $15.1K
3.92K $479M
BAX
Baxter International Inc

Healthcare
320
+ 2.81%
$29.26 - $36.57 $9.36K - $11.7K
11.7K $403M
EPD
Enterprise Products Partners L.P.

Energy
25
+ 0.1%
$31.75 - $34.14 $794 - $854
24.4K $834M
V
Visa Inc.

Financial Services
14
+ 0.88%
$306.92 - $362.71 $4.3K - $5.08K
1.61K $562M
ABT
Abbott Laboratories

Healthcare
77
+ 3.45%
$111.1 - $140.22 $8.55K - $10.8K
2.31K $306M
SO
Southern CO

Utilities
111
+ 3.24%
$80.96 - $92.96 $8.99K - $10.3K
3.53K $325M
NFLX
Netflix Inc

Communication Services
23
+ 4.44%
$828.4 - $1058.6 $19.1K - $24.3K
541 $504M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39
+ 0.05%
$25.77 - $27.6 $1.01K - $1.08K
79.1K $2.1B
HOOD
Robinhood Markets, Inc.

Technology
158
+ 2.08%
$35.63 - $65.28 $5.63K - $10.3K
7.74K $322M
KT
Kt Corp

Communication Services
69
+ 0.46%
$15.57 - $18.63 $1.07K - $1.29K
15.1K $273M
VZ
Verizon Communications Inc

Communication Services
164
+ 2.88%
$37.81 - $46.49 $6.2K - $7.62K
5.85K $265M
VFH
Vanguard Financial ETF

ETFs
72
+ 0.42%
$114.07 - $127.34 $8.21K - $9.17K
17.3K $2.06B
UL
Unilever PLC

Consumer Defensive
108
+ 1.54%
$54.72 - $60.29 $5.91K - $6.51K
7.14K $425M
IWF
Ishares Russell 1000 Gr ETF

ETFs
400
+ 13.52%
$360.07 - $417.26 $144K - $167K
3.36K $1.21B
America Movil Sab De Cv
1.8K
+ 14.49%
N/A
14.2K $202M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.65%
$890.62 - $1076.86 $3.56K - $4.31K
616 $583M
VT
Vanguard Total World Stk Index

ETFs
1.5K
+ 1.5%
$115.08 - $123.97 $173K - $186K
102K $11.8B
NEE
Nextera Energy Inc

Utilities
333
+ 6.58%
$66.96 - $76.16 $22.3K - $25.4K
5.4K $383M
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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