Aspen Investment Management Inc Purchases in Q1 2025

Aspen Investment Management Inc

  • $217 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
38.8K
New
$35.63 - $65.28 $1.38M - $2.53M
38.8K $1.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.26K
+ 10.39%
$169.43 - $182.84 $1.06M - $1.14M
66.5K $11.5M
XLE
Energy Sector Spdr

ETFs
9.2K
+ 230.35%
$85.7 - $93.96 $788K - $864K
13.2K $1.23M
VTI
Vanguard Total Stock Market Et

ETFs
2.67K
New
$271.18 - $303.12 $724K - $809K
2.67K $733K
SCHW
Schwab Charles Corp

Financial Services
7.91K
+ 48.64%
$71.24 - $83.64 $563K - $661K
24.2K $1.89M
VGT
Vanguard Information Technolog

ETFs
908
New
$542.38 - $646.34 $492K - $587K
908 $492K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.47K
+ 7.61%
$51.52 - $52.37 $385K - $391K
106K $5.53M
VV
Vanguard Large Cap ETF

ETFs
1.73K
New
$253.32 - $282.66 $439K - $490K
1.73K $445K
MU
Micron Technology Inc

Technology
5.04K
New
$86.89 - $109.38 $438K - $552K
5.04K $438K
XLU
Utilities Sector Spdr

ETFs
4.14K
+ 17.94%
$74.7 - $80.27 $309K - $332K
27.2K $2.14M
TTD
Trade Desk, Inc.

Technology
6.49K
New
$53.59 - $126.58 $348K - $822K
6.49K $355K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.2K
+ 51.24%
$302.31 - $337.54 $363K - $405K
3.54K $1.09M
IBM
International Business Machines Corp

Technology
632
+ 10.67%
$217.4 - $264.74 $137K - $167K
6.56K $1.63M
XLC
Select Sector Spdr Tr Communic

ETFs
3.35K
New
$94.84 - $105.31 $318K - $353K
3.35K $323K
COST
Costco Wholesale Corp

Consumer Defensive
317
+ 42.49%
$890.62 - $1076.86 $282K - $341K
1.06K $1.01M
WM
Waste Management Inc

Industrials
321
+ 3.9%
$200.54 - $233.78 $64.4K - $75K
8.54K $1.98M
V
Visa Inc.

Financial Services
186
+ 2.6%
$306.92 - $362.71 $57.1K - $67.5K
7.33K $2.57M
AMGN
Amgen Inc

Healthcare
14
+ 0.25%
$258.59 - $327.36 $3.62K - $4.58K
5.56K $1.73M
XLV
Select Sector Spdr Fund Health

ETFs
1.76K
+ 82.05%
$137.61 - $149.68 $242K - $263K
3.89K $569K
DSTL
ETF Ser Solution Distillate Us

ETFs
5.06K
New
$53.28 - $57.28 $270K - $290K
5.06K $275K
GLD
Spdr Gold Trust

ETFs
20
+ 0.34%
$243.19 - $288.14 $4.86K - $5.76K
5.86K $1.69M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.67K
+ 2.13%
$50.82 - $52.7 $136K - $141K
128K $6.7M
XOM
Exxon Mobil Corp

Energy
822
+ 5.9%
$105.44 - $118.93 $86.7K - $97.8K
14.8K $1.76M
PWR
Quanta Services, Inc.

Industrials
1.4K
+ 84.76%
$236.71 - $358.03 $332K - $502K
3.06K $777K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.91K
New
$38.54 - $41.5 $228K - $245K
5.91K $240K
IYY
Ishares Tr

ETFs
1.76K
New
$134.05 - $149.75 $236K - $263K
1.76K $239K
RSG
Republic Services, Inc.

Industrials
970
New
$200.09 - $242.16 $194K - $235K
970 $235K
BSX
Boston Scientific Corp

Healthcare
1.5K
+ 20.78%
$89.38 - $106.18 $134K - $159K
8.7K $878K
CVX
Chevron Corp

Energy
25
+ 0.25%
$146.71 - $167.97 $3.67K - $4.2K
9.94K $1.66M
VTV
Vanguard Value ETF

ETFs
1.27K
New
$167.73 - $179.21 $213K - $227K
1.27K $219K
AVUV
American Centy ETF Tr Avantis

ETFs
2.48K
New
$84.95 - $100.62 $211K - $249K
2.48K $216K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.03K
New
$200.77 - $270.08 $208K - $279K
1.03K $208K
ABBV
Abb Vie Inc.

Healthcare
277
+ 6.51%
$169.2 - $216.66 $46.9K - $60K
4.53K $950K
XLY
Select Sector Spdr Consumer Di

ETFs
1.5K
+ 38.19%
$192.6 - $233.2 $288K - $349K
5.41K $1.07M
ABT
Abbott Laboratories

Healthcare
222
+ 2.91%
$111.1 - $140.22 $24.7K - $31.1K
7.85K $1.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
550
+ 80.88%
$360.07 - $417.26 $198K - $229K
1.23K $444K
SYK
Stryker Corp

Healthcare
278
+ 5.98%
$355.18 - $399.9 $98.7K - $111K
4.93K $1.83M
ADP
Automatic Data Processing Inc

Industrials
292
+ 5.71%
$286.85 - $318.64 $83.8K - $93K
5.41K $1.65M
WMB
Williams Companies, Inc.

Energy
580
+ 2.89%
$54.02 - $61.09 $31.3K - $35.4K
20.7K $1.24M
AIG
American International Group, Inc.

Financial Services
853
+ 16.41%
$70.5 - $86.94 $60.1K - $74.2K
6.05K $526K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.23K
+ 52.02%
$24.91 - $29.02 $155K - $181K
18.2K $456K
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.24K
+ 3.52%
$17.53 - $17.87 $145K - $147K
243K $4.27M
CSCO
Cisco Systems, Inc.

Technology
795
+ 3.96%
$58.74 - $64.87 $46.7K - $51.6K
20.9K $1.29M
BK
Bank Of New York Mellon Corp

Financial Services
194
+ 1.65%
$75.42 - $88.95 $14.6K - $17.3K
11.9K $1M
GE
General Electric CO

Industrials
114
+ 5.35%
$168.59 - $212.13 $19.2K - $24.2K
2.24K $449K
KO
Coca Cola CO

Consumer Defensive
31
+ 0.32%
$60.81 - $72.32 $1.89K - $2.24K
9.73K $697K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.26K
+ 3.9%
$19.42 - $19.54 $82.6K - $83.1K
113K $2.21M
VNQ
Vanguard Specialized Funds Van

ETFs
446
+ 1.35%
$85.55 - $94.34 $38.2K - $42.1K
33.5K $3.03M
LLY
Eli Lilly & CO

Healthcare
46
+ 4.96%
$725.72 - $929.72 $33.4K - $42.8K
973 $804K
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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