Aspen Grove Capital, LLC Reduced Holdings in Q1 2025

Aspen Grove Capital, LLC

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

Technology
-4.35K
- 6.06%
$209.68 - $247.1 $912K - $1.08M
67.4K $15B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-25.8K
- 74.25%
$74.85 - $84.89 $1.93M - $2.19M
8.95K $732M
VLY
Valley National Bancorp

Financial Services
-114K
- 9.01%
$8.56 - $10.42 $980K - $1.19M
1.16M $10.4B
NVDA
Nvidia Corp

Technology
-425
- 1.61%
$106.98 - $149.43 $45.5K - $63.5K
25.9K $2.81B
GOOG
Alphabet Inc.

Communication Services
-37
- 0.18%
$156.06 - $207.71 $5.77K - $7.69K
21.1K $3.29B
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.2K
- 70.97%
$56.51 - $62.98 $632K - $704K
4.58K $278M
VUG
Vanguard Growth ETF

ETFs
-320
- 3.71%
$369.1 - $427.61 $118K - $137K
8.31K $3.08B
EEM
Ishares Msci Emerging Markets

ETFs
-10K
- 61.61%
$40.81 - $45.34 $410K - $455K
6.25K $273M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.37K
- 38.31%
$183.02 - $207.75 $250K - $284K
2.2K $410M
COIN
Coinbase Global, Inc.

Technology
-9
- 0.26%
$172.23 - $301.3 $1.55K - $2.71K
3.4K $585M
SNAP
Snap Inc

Communication Services
-390
- 0.44%
$8.37 - $12.57 $3.26K - $4.9K
88.8K $773M
DHR
Danaher Corp

Healthcare
-46
- 1.04%
$201.62 - $250.59 $9.27K - $11.5K
4.38K $900M
DELL
Dell Technologies Inc.

Technology
-48
- 1.27%
$90.34 - $124.66 $4.34K - $5.98K
3.74K $341M
NVO
Novo Nordisk A S

Healthcare
-119
- 2.74%
$69.3 - $90.95 $8.25K - $10.8K
4.22K $298M
ORCL
Oracle Corp

Technology
-77
- 3.44%
$139.81 - $186.47 $10.8K - $14.4K
2.16K $302M
VTRS
Viatris Inc

Healthcare
-47
- 0.34%
$8.68 - $12.42 $408 - $584
13.7K $120M
MRK
Merck & Co., Inc.

Healthcare
-108
- 3.27%
$83.01 - $101.02 $8.97K - $10.9K
3.2K $289M
PEP
Pepsico Inc

Consumer Defensive
-211
- 7.54%
$142.64 - $156.42 $30.1K - $33K
2.59K $388M
UNH
Unitedhealth Group Inc

Healthcare
-110
- 9.0%
$461.52 - $548.18 $50.8K - $60.3K
1.11K $582M
PG
Procter & Gamble CO

Consumer Defensive
-222
- 8.6%
$158.56 - $176.26 $35.2K - $39.1K
2.36K $402M
CMCSA
Comcast Corp

Communication Services
-618
- 7.93%
$33.19 - $38.23 $20.5K - $23.6K
7.17K $265M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-7.07K
- 37.36%
$9.49 - $14.83 $67.1K - $105K
11.8K $161M
RACE
Ferrari N.V.

Consumer Cyclical
-45
- 8.17%
$413.73 - $508.15 $18.6K - $22.9K
506 $217M
Siriusxm Holdings Inc
-250
- 2.61%
N/A
9.32K $210M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-35
- 0.77%
$69.87 - $75.62 $2.45K - $2.65K
4.48K $325M
CSCO
Cisco Systems, Inc.

Technology
-50
- 0.94%
$58.74 - $64.87 $2.94K - $3.24K
5.27K $325M
WMB
Williams Companies, Inc.

Energy
-142
- 3.77%
$54.02 - $61.09 $7.67K - $8.67K
3.62K $217M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 1.29%
$279.74 - $321.29 $3.08K - $3.53K
845 $264M
TMUS
T Mobile Us, Inc.

Communication Services
-48
- 4.28%
$211.3 - $272.83 $10.1K - $13.1K
1.07K $286M
LYG
Lloyds Banking Group PLC

Financial Services
-8.47K
- 12.55%
$2.58 - $3.9 $21.9K - $33K
59K $225M
WFC
Wells Fargo & Company

Financial Services
-147
- 0.39%
$66.78 - $81.42 $9.82K - $12K
37.2K $2.67B
CVX
Chevron Corp

Energy
-20
- 0.74%
$146.71 - $167.97 $2.93K - $3.36K
2.69K $451M
SAN
Banco Santander, S.A.

Financial Services
-4.91K
- 11.37%
$4.46 - $7.14 $21.9K - $35.1K
38.3K $257M
SONY
Sony Group Corp

Technology
-351
- 1.43%
$19.88 - $25.64 $6.98K - $9K
24.2K $614M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-266
- 2.53%
$80.53 - $147.57 $21.4K - $39.3K
10.3K $1.36B
VEA
Vanguard Ftse Developed Market

ETFs
-5.07K
- 1.44%
$47.4 - $52.99 $240K - $269K
347K $17.6B
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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