Aspen Investment Management Inc Incresed Positions in Q3 2024

Aspen Investment Management Inc

  • $214 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.49K
+ 12.64%
$162.83 - $179.16 $1.06M - $1.16M
57.8K $10.4M
IWM
Ishares Russell 2000 ETF

ETFs
5.61K
+ 18.94%
$200.87 - $224.6 $1.13M - $1.26M
35.2K $7.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
707
+ 2.16%
$517.38 - $573.86 $366K - $406K
33.4K $19.2M
VNQ
Vanguard Specialized Funds Van

ETFs
7.71K
+ 33.72%
$82.97 - $98.97 $640K - $763K
30.6K $2.98M
WMT
Walmart Inc.

Consumer Defensive
56
+ 0.13%
$66.91 - $81.4 $3.75K - $4.56K
44.1K $3.56M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
856
+ 59.86%
$523.84 - $572.02 $448K - $490K
2.29K $1.3M
IEFA
Ishares Tr

ETFs
768
+ 0.98%
$70.09 - $78.74 $53.8K - $60.5K
78.9K $6.16M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.84K
+ 2.48%
$50.85 - $53.88 $145K - $153K
117K $6.31M
GLD
Spdr Gold Trust

ETFs
25
+ 0.22%
$215.56 - $246.98 $5.39K - $6.17K
11.2K $2.71M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.75K
+ 4.55%
$51.02 - $52.74 $191K - $198K
86K $4.53M
IBM
International Business Machines Corp

Technology
12
+ 0.21%
$175.1 - $223.38 $2.1K - $2.68K
5.82K $1.29M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.03%
$459.02 - $510.25 $918 - $1.02K
6.03K $2.99M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.43K
+ 3.89%
$46.9 - $51.96 $67.1K - $74.3K
38.2K $1.97M
HBAN
Huntington Bancshares Inc

Financial Services
3.4K
+ 3.19%
$12.84 - $15.15 $43.7K - $51.5K
110K $1.62M
SPYG
Spdr Portfolio

ETFs
1.01K
+ 2.7%
$73.38 - $84.1 $73.9K - $84.7K
38.3K $3.17M
IRM
Iron Mountain Inc

Real Estate
775
+ 23.77%
$89.69 - $119.32 $69.5K - $92.5K
4.04K $479K
CAT
Caterpillar Inc

Industrials
2
+ 0.07%
$316.8 - $391.12 $634 - $782
3.08K $1.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
533
+ 0.25%
$17.35 - $18.22 $9.25K - $9.71K
217K $3.93M
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 0.27%
$194.9 - $224.8 $9.55K - $11K
18.2K $3.84M
PWR
Quanta Services, Inc.

Industrials
340
+ 27.11%
$239.58 - $298.23 $81.5K - $101K
1.59K $475K
BK
Bank Of New York Mellon Corp

Financial Services
30
+ 0.26%
$59.54 - $72.17 $1.79K - $2.17K
11.6K $833K
SYK
Stryker Corp

Healthcare
125
+ 2.85%
$315.94 - $371.96 $39.5K - $46.5K
4.51K $1.63M
MDLZ
Mondelez International, Inc.

Consumer Defensive
97
+ 0.62%
$64.35 - $75.71 $6.24K - $7.34K
15.8K $1.17M
CMF
Ishares California Muni Bond E

ETFs
2.17K
+ 24.9%
$56.65 - $58.17 $123K - $126K
10.9K $632K
BSX
Boston Scientific Corp

Healthcare
895
+ 14.27%
$72.96 - $84.0 $65.3K - $75.2K
7.17K $601K
V
Visa Inc.

Financial Services
106
+ 1.52%
$253.74 - $291.56 $26.9K - $30.9K
7.07K $1.94M
SCHX
Schwab Strategic Tr Us Large C

ETFs
190
+ 0.79%
$61.11 - $67.85 $11.6K - $12.9K
24.2K $1.64M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.28K
+ 0.88%
$19.2 - $19.82 $24.6K - $25.4K
147K $2.89M
MHO
M/I Homes, Inc.

Consumer Cyclical
10
+ 0.53%
$116.02 - $172.21 $1.16K - $1.72K
1.88K $322K
MET
Metlife Inc

Financial Services
45
+ 0.62%
$67.96 - $82.48 $3.06K - $3.71K
7.26K $598K
ORCL
Oracle Corp

Technology
1
+ 0.03%
$125.9 - $170.35 $126 - $170
3.07K $524K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.53K
+ 1.6%
$19.92 - $20.67 $30.4K - $31.5K
97.1K $2M
ABT
Abbott Laboratories

Healthcare
56
+ 0.71%
$100.07 - $118.13 $5.6K - $6.62K
7.93K $904K
WMB
Williams Companies, Inc.

Energy
161
+ 0.81%
$41.24 - $46.22 $6.64K - $7.44K
20.1K $917K
HCA
Hca Healthcare, Inc.

Healthcare
21
+ 2.99%
$315.12 - $406.43 $6.62K - $8.54K
724 $294K
XLB
Select Sector Spdr Fd Material

ETFs
5
+ 0.06%
$86.95 - $97.09 $435 - $485
7.99K $770K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
71
+ 0.31%
$25.45 - $29.53 $1.81K - $2.1K
23K $670K
NVDA
Nvidia Corp

Technology
615
+ 9.21%
$98.91 - $134.91 $60.8K - $83K
7.29K $886K
AMGN
Amgen Inc

Healthcare
19
+ 0.34%
$309.38 - $337.38 $5.88K - $6.41K
5.56K $1.79M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
700
+ 0.76%
$19.2 - $19.63 $13.4K - $13.7K
92.9K $1.82M
LLY
Eli Lilly & CO

Healthcare
73
+ 6.57%
$772.14 - $960.02 $56.4K - $70.1K
1.18K $1.05M
AIG
American International Group, Inc.

Financial Services
612
+ 14.1%
$70.16 - $79.23 $42.9K - $48.5K
4.95K $363K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2
+ 0.03%
$75.47 - $83.18 $151 - $166
7.7K $640K
MRVL
Marvell Technology, Inc.

Technology
251
+ 5.82%
$56.15 - $76.24 $14.1K - $19.1K
4.56K $329K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37
+ 0.84%
$57.32 - $62.65 $2.12K - $2.32K
4.47K $278K
MNST
Monster Beverage Corp

Consumer Defensive
40
+ 0.65%
$45.01 - $52.47 $1.8K - $2.1K
6.15K $321K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.2%
$92.63 - $105.69 $556 - $634
2.99K $312K
GOOG
Alphabet Inc.

Communication Services
351
+ 11.02%
$149.54 - $192.66 $52.5K - $67.6K
3.54K $591K
ELV
Elevance Health, Inc.

Healthcare
17
+ 1.69%
$500.12 - $562.29 $8.5K - $9.56K
1.02K $531K
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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