Aspen Grove Capital, LLC Incresed Positions in Q3 2024

Aspen Grove Capital, LLC

  • $452 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
19.7K
+ 10.48%
$107.72 - $119.96 $2.13M - $2.37M
208K $24.9B
INDA
Ishares Msci India Index Fund

ETFs
33.9K
+ 52.4%
$54.86 - $59.22 $1.86M - $2.01M
98.7K $5.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
169
+ 0.28%
$517.38 - $573.86 $87.4K - $97K
61.6K $35.4B
EWW
Ishares Inc Msci Mexico ETF

ETFs
36K
+ 39.51%
$57.0 - $57.0 $2.05M - $2.05M
127K $6.83B
VTI
Vanguard Total Stock Market Et

ETFs
1.19K
+ 2.09%
$255.18 - $283.2 $303K - $337K
58.1K $16.5B
VIG
Vanguard Dividend Appreciation

ETFs
82
+ 0.11%
$182.15 - $182.15 $14.9K - $14.9K
75.2K $14.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
840
+ 12.93%
$475.2 - $527.7 $399K - $443K
7.34K $3.88B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
286
+ 2.81%
$72.18 - $107.33 $20.6K - $30.7K
10.5K $1.11B
JD
Jd.Com, Inc.

Consumer Cyclical
40
+ 0.2%
$24.95 - $40.01 $998 - $1.6K
20K $800M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.02%
$405.19 - $478.57 $405 - $479
5.24K $2.41B
VFH
Vanguard Financial ETF

ETFs
87
+ 0.46%
$99.27 - $111.21 $8.64K - $9.68K
19.2K $2.12B
MS
Morgan Stanley

Financial Services
100
+ 0.38%
$92.07 - $106.96 $9.21K - $10.7K
26.5K $2.76B
TSLA
Tesla, Inc.

Consumer Cyclical
183
+ 9.4%
$191.76 - $263.26 $35.1K - $48.2K
2.13K $557M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
47
+ 0.13%
$41.9 - $48.26 $1.97K - $2.27K
36.6K $1.75B
HLN
Haleon PLC

Healthcare
42
+ 0.08%
$8.32 - $10.7 $349 - $449
54.5K $577M
LOW
Lowes Companies Inc

Consumer Cyclical
133
+ 7.82%
$213.3 - $270.78 $28.4K - $36K
1.83K $496M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 2.86%
$488.01 - $604.18 $18.1K - $22.4K
1.33K $777M
IWN
Ishares Russell2000 Val ETF

ETFs
467
+ 21.32%
$150.05 - $171.34 $70.1K - $80K
2.66K $443M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$101.25 - $127.45 $101 - $127
5.09K $625M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
100
+ 0.39%
$90.59 - $99.43 $9.06K - $9.94K
25.5K $2.42B
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1
+ 0.01%
$98.85 - $111.3 $98.9 - $111
8.25K $918M
AVGO
Broadcom Inc.

Technology
12.6K
+ 867.95%
$136.27 - $1745.86 $1.72M - $22.1M
14.1K $2.43B
VO
Vanguard Mid Cap ETF

ETFs
52
+ 1.38%
$237.84 - $263.83 $12.4K - $13.7K
3.83K $1.01B
OKE
Oneok Inc

Energy
302
+ 4.54%
$78.62 - $95.27 $23.7K - $28.8K
6.95K $633M
SONY
Sony Group Corp

Technology
478
+ 12.46%
$81.61 - $98.65 $39K - $47.2K
4.31K $417M
UL
Unilever PLC

Consumer Defensive
191
+ 2.75%
$54.7 - $65.59 $10.4K - $12.5K
7.15K $464M
VEU
Vanguard Ftse All World Ex Us

ETFs
978
+ 25.34%
$56.47 - $63.69 $55.2K - $62.3K
4.84K $305M
RACE
Ferrari N.V.

Consumer Cyclical
81
+ 12.64%
$405.92 - $496.79 $32.9K - $40.2K
722 $340M
KKR
Kkr & Co. Inc.

Financial Services
3
+ 0.1%
$104.51 - $133.23 $314 - $400
2.98K $389M
DUK
Duke Energy Corp

Utilities
66
+ 1.56%
$99.35 - $117.71 $6.56K - $7.77K
4.3K $496M
MMM
3 M CO

Industrials
7
+ 0.35%
$99.69 - $139.42 $698 - $976
2.03K $278M
VB
Vanguard Small Cap ETF

ETFs
51
+ 1.78%
$214.77 - $237.72 $11K - $12.1K
2.92K $695M
Linde PLC
20
+ 1.41%
N/A
1.44K $688M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$92.63 - $105.69 $92.6 - $106
18.2K $1.89B
BAX
Baxter International Inc

Healthcare
43
+ 0.36%
$32.85 - $40.26 $1.41K - $1.73K
12.1K $464M
SHG
Shinhan Financial Group CO LTD

Financial Services
53
+ 0.8%
$34.61 - $34.61 $1.83K - $1.83K
6.66K $282M
AON
Aon PLC

Financial Services
3
+ 0.37%
$293.16 - $351.06 $879 - $1.05K
811 $281M
SO
Southern CO

Utilities
2
+ 0.06%
$77.0 - $90.52 $154 - $181
3.42K $309M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.04%
$179.99 - $201.6 $180 - $202
2.4K $482M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.04%
$240.48 - $267.94 $240 - $268
2.39K $639M
UBER
Uber Technologies, Inc

Technology
28
+ 0.19%
$58.48 - $77.47 $1.64K - $2.17K
14.9K $1.12B
KB
Kb Financial Group Inc.

Financial Services
40
+ 0.67%
$56.85 - $67.06 $2.27K - $2.68K
5.99K $370M
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.03%
$112.21 - $129.46 $112 - $129
3.46K $427M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.03%
$332.02 - $382.76 $332 - $383
2.96K $1.11B
IEMG
Ishares Inc

ETFs
119
+ 1.98%
$53.64 - $53.64 $6.38K - $6.38K
6.12K $351M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.05%
$113.41 - $125.62 $227 - $251
3.67K $461M
AZN
Astrazeneca PLC

Healthcare
290
+ 4.84%
$76.67 - $87.62 $22.2K - $25.4K
6.28K $489M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.04%
$160.76 - $177.82 $161 - $178
2.55K $442M
NFLX
Netflix Inc

Communication Services
2
+ 0.39%
$598.55 - $722.26 $1.2K - $1.44K
513 $364M
Activity Summary
Buys All Purchases 82 New Holdings 16 Increased Positions 66 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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