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
C
Citigroup Inc

Financial Services
1.15K
+ 39.81%
$67.23 - $84.63 $77.3K - $97.3K
4.04K $287K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.73K
+ 2.29%
$20.05 - $20.4 $54.7K - $55.7K
122K $2.48M
ELV
Elevance Health, Inc.

Healthcare
27
+ 2.64%
$365.9 - $436.25 $9.88K - $11.8K
1.05K $456K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.13K
+ 14.37%
$27.01 - $28.54 $57.6K - $60.8K
17K $475K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.43K
+ 1.46%
$19.43 - $19.62 $47.2K - $47.7K
169K $3.3M
WFC
Wells Fargo & Company

Financial Services
687
+ 7.25%
$66.78 - $81.42 $45.9K - $55.9K
10.2K $730K
PG
Procter & Gamble CO

Consumer Defensive
153
+ 2.08%
$158.56 - $176.26 $24.3K - $27K
7.51K $1.28M
PEP
Pepsico Inc

Consumer Defensive
476
+ 3.56%
$142.64 - $156.42 $67.9K - $74.5K
13.8K $2.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1K
+ 22.46%
$57.21 - $65.8 $57.4K - $66.1K
5.48K $319K
BMY
Bristol Myers Squibb CO

Healthcare
18
+ 0.22%
$53.9 - $63.11 $970 - $1.14K
8.23K $502K
PAYX
Paychex Inc

Industrials
49
+ 2.63%
$136.06 - $154.52 $6.67K - $7.57K
1.91K $295K
JCI
Johnson Controls International PLC

Industrials
200
+ 1.32%
$76.12 - $90.6 $15.2K - $18.1K
15.3K $1.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
178
+ 0.84%
$42.5 - $46.71 $7.57K - $8.31K
21.5K $973K
FTSL
First Trust Senior Ln Fund

ETFs
1.63K
+ 1.99%
$45.65 - $46.48 $74.2K - $75.6K
83.4K $3.81M
WMT
Walmart Inc.

Consumer Defensive
1.61K
+ 3.51%
$84.5 - $105.05 $136K - $169K
47.5K $4.17M
SCHV
Schwab Strategic Tr Us Large C

ETFs
708
+ 7.77%
$25.77 - $27.6 $18.2K - $19.5K
9.82K $261K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 2.46%
$461.52 - $548.18 $6.46K - $7.67K
582 $305K
NEE
Nextera Energy Inc

Utilities
358
+ 2.37%
$66.96 - $76.16 $24K - $27.3K
15.5K $1.1M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
133
+ 0.5%
$93.32 - $95.35 $12.4K - $12.7K
27K $2.53M
GLW
Corning Inc

Technology
1.14K
+ 4.79%
$44.91 - $54.25 $51.3K - $62K
25K $1.15M
TXN
Texas Instruments Inc

Technology
58
+ 1.59%
N/A
3.7K $664K
ITW
Illinois Tool Works Inc

Industrials
45
+ 0.73%
$244.9 - $274.48 $11K - $12.4K
6.24K $1.55M
DIS
Walt Disney CO

Communication Services
100
+ 3.52%
$96.87 - $114.0 $9.69K - $11.4K
2.94K $290K
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.1%
$251.87 - $277.95 $1.51K - $1.67K
5.81K $1.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37
+ 0.16%
$25.58 - $29.24 $946 - $1.08K
22.8K $598K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.8K
+ 2.44%
$21.75 - $24.28 $39.2K - $43.8K
75.8K $1.68M
IRM
Iron Mountain Inc

Real Estate
402
+ 9.74%
$82.79 - $111.31 $33.3K - $44.7K
4.53K $390K
BAC
Bank Of America Corp

Financial Services
370
+ 1.08%
$39.61 - $47.74 $14.7K - $17.7K
34.7K $1.45M
ORCL
Oracle Corp

Technology
16
+ 0.54%
$139.81 - $186.47 $2.24K - $2.98K
2.99K $418K
IVV
Ishares Core S&P 500 ETF

ETFs
110
+ 1.94%
$554.06 - $615.85 $60.9K - $67.7K
5.79K $3.25M
ETN
Eaton Corp PLC

Industrials
270
+ 8.5%
$271.83 - $371.23 $73.4K - $100K
3.45K $937K
GOOG
Alphabet Inc.

Communication Services
41
+ 1.14%
$156.06 - $207.71 $6.4K - $8.52K
3.64K $568K
MRVL
Marvell Technology, Inc.

Technology
2.02K
+ 40.52%
$61.57 - $126.06 $124K - $255K
7.01K $432K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
276
+ 0.47%
$31.63 - $35.22 $8.73K - $9.72K
58.9K $1.88M
NVDA
Nvidia Corp

Technology
328
+ 4.48%
$106.98 - $149.43 $35.1K - $49K
7.66K $830K
SCHA
Schwab Strategic Tr Us Small C

ETFs
240
+ 0.31%
$23.16 - $27.04 $5.56K - $6.49K
77.1K $1.81M
GOOGL
Alphabet Inc.

Communication Services
1.21K
+ 10.38%
$154.33 - $206.19 $187K - $249K
12.9K $1.99M
AMZN
Amazon Com Inc

Consumer Cyclical
171
+ 1.07%
$190.26 - $242.06 $32.5K - $41.4K
16.2K $3.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
681
+ 2.02%
$551.42 - $612.93 $376K - $417K
34.3K $19.2M
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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