Aspen Investment Management Inc Purchases in Q3 2025

Aspen Investment Management Inc

  • $259 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
+ 4.76%
$617.65 - $666.84 $991K - $1.07M
35.3K $23.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.03K
+ 5.91%
$214.92 - $244.84 $437K - $498K
36.5K $8.82M
SPYI
Shp ETF Tr Neos S&P 500 High I
23.9K
New
N/A
23.9K $1.25M
IEFA
Ishares Tr

ETFs
7.95K
+ 8.94%
$81.7 - $87.53 $650K - $696K
96.9K $8.46M
GOOGL
Alphabet Inc.

Communication Services
1.48K
+ 14.68%
$174.36 - $254.72 $257K - $376K
11.5K $2.8M
GLW
Corning Inc

Technology
1.99K
+ 7.89%
$51.6 - $82.03 $103K - $163K
27.2K $2.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.4K
+ 155.91%
$26.38 - $27.95 $802K - $850K
49.9K $1.36M
XLI
Industrial Sector Spdr

ETFs
5.21K
+ 260.87%
$147.94 - $154.99 $770K - $807K
7.2K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.51K
+ 2.45%
$181.56 - $190.33 $274K - $287K
63.1K $12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.9K
+ 11.95%
$52.39 - $53.11 $726K - $736K
130K $6.89M
MSFT
Microsoft Corp

Technology
556
+ 3.37%
$491.09 - $535.64 $273K - $298K
17.1K $8.84M
GS
Goldman Sachs Group Inc

Financial Services
114
+ 1.92%
$696.56 - $806.32 $79.4K - $91.9K
6.04K $4.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
730
+ 20.48%
$546.99 - $602.2 $399K - $440K
4.29K $2.58M
JPM
Jpmorgan Chase & CO

Financial Services
418
+ 2.34%
$282.78 - $316.06 $118K - $132K
18.3K $5.78M
VIG
Vanguard Dividend Appreciation

ETFs
2.35K
+ 121.2%
N/A
4.29K $926K
AMD
Advanced Micro Devices Inc

Technology
2.95K
New
$134.8 - $184.42 $398K - $544K
2.95K $477K
ABBV
Abb Vie Inc.

Healthcare
907
+ 18.81%
$184.85 - $231.54 $168K - $210K
5.73K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
+ 12.5%
$211.65 - $238.24 $343K - $386K
14.6K $3.2M
JNJ
Johnson & Johnson

Healthcare
256
+ 2.75%
$155.17 - $185.42 $39.7K - $47.5K
9.57K $1.78M
MTZ
Mastec Inc

Industrials
1.65K
New
$168.23 - $212.81 $277K - $350K
1.65K $350K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.92K
New
$100.4 - $119.58 $293K - $349K
2.92K $324K
URA
Global X Uranium ETF

ETFs
6.7K
New
$36.45 - $50.4 $244K - $338K
6.7K $319K
META
Meta Platforms, Inc.

Communication Services
431
New
$695.21 - $791.73 $300K - $341K
431 $317K
GOOG
Alphabet Inc.

Communication Services
245
+ 6.74%
$175.16 - $255.24 $42.9K - $62.5K
3.88K $945K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.14%
$620.67 - $670.08 $4.97K - $5.36K
5.8K $3.88M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
799
New
$275.84 - $326.36 $220K - $261K
799 $261K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
4.62K
New
N/A
4.62K $249K
SHOP
Shopify Inc.

Technology
1.6K
New
$112.11 - $157.12 $179K - $251K
1.6K $237K
VTV
Vanguard Value ETF

ETFs
1.26K
New
$175.51 - $186.57 $221K - $235K
1.26K $235K
NVDA
Nvidia Corp

Technology
491
+ 10.19%
$153.3 - $186.58 $75.3K - $91.6K
5.31K $991K
PLTR
Palantir Technologies Inc.

Technology
1.25K
New
$130.68 - $186.97 $164K - $234K
1.25K $228K
SCHA
Schwab Strategic Tr Us Small C

ETFs
126
+ 0.16%
$25.29 - $28.33 $3.19K - $3.57K
79.9K $2.23M
XLU
Utilities Sector Spdr

ETFs
420
+ 1.49%
$81.14 - $87.32 $34.1K - $36.7K
28.6K $2.49M
VTI
Vanguard Total Stock Market Et

ETFs
351
+ 13.67%
$303.93 - $329.86 $107K - $116K
2.92K $957K
PWR
Quanta Services, Inc.

Industrials
121
+ 3.56%
$372.29 - $421.68 $45K - $51K
3.52K $1.46M
LLY
Eli Lilly & CO

Healthcare
250
+ 24.58%
$625.65 - $812.69 $156K - $203K
1.27K $967K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.13K
+ 1.3%
$17.81 - $18.39 $55.8K - $57.6K
244K $4.46M
VNQ
Vanguard Specialized Funds Van

ETFs
746
+ 2.05%
$88.47 - $93.24 $66K - $69.6K
37.2K $3.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
125
+ 0.16%
$24.46 - $26.5 $3.06K - $3.31K
76.3K $2.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
660
+ 3.01%
$49.43 - $54.52 $32.6K - $36K
22.6K $1.22M
CSX
Csx Corp

Industrials
1
+ 0.0%
$32.05 - $36.52 $32.1 - $36.5
48.2K $1.71M
AVGO
Broadcom Inc.

Technology
40
+ 1.99%
$264.74 - $369.57 $10.6K - $14.8K
2.05K $677K
CVX
Chevron Corp

Energy
6
+ 0.06%
$145.57 - $161.83 $873 - $971
9.94K $1.54M
CMF
Ishares California Muni Bond E

ETFs
1.78K
+ 16.73%
$55.16 - $57.13 $98.1K - $102K
12.4K $708K
XOM
Exxon Mobil Corp

Energy
361
+ 2.45%
$105.83 - $117.22 $38.2K - $42.3K
15.1K $1.7M
AXP
American Express CO

Financial Services
179
+ 4.87%
$294.27 - $342.31 $52.7K - $61.3K
3.86K $1.28M
ETN
Eaton Corp PLC

Industrials
115
+ 3.32%
$342.99 - $392.76 $39.4K - $45.2K
3.58K $1.34M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
972
+ 10.8%
$62.09 - $66.51 $60.4K - $64.6K
9.97K $651K
MRVL
Marvell Technology, Inc.

Technology
341
+ 4.55%
$62.31 - $84.07 $21.2K - $28.7K
7.84K $659K
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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