Aspen Investment Management Inc Incresed Positions in Q1 2025

Aspen Investment Management Inc

  • $217 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
SCHW
Schwab Charles Corp

Financial Services
7.91K
+ 48.64%
$71.24 - $83.64 $563K - $661K
24.2K $1.89M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.47K
+ 7.61%
$51.52 - $52.37 $385K - $391K
106K $5.53M
XLU
Utilities Sector Spdr

ETFs
4.14K
+ 17.94%
$74.7 - $80.27 $309K - $332K
27.2K $2.14M
ICE
Intercontinental Exchange, Inc.

Financial Services
506
+ 4.03%
$142.8 - $176.36 $72.3K - $89.2K
13.1K $2.25M
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
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
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
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
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
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
AIG
American International Group, Inc.

Financial Services
853
+ 16.41%
$70.5 - $86.94 $60.1K - $74.2K
6.05K $526K
WMB
Williams Companies, Inc.

Energy
580
+ 2.89%
$54.02 - $61.09 $31.3K - $35.4K
20.7K $1.24M
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
BK
Bank Of New York Mellon Corp

Financial Services
194
+ 1.65%
$75.42 - $88.95 $14.6K - $17.3K
11.9K $1M
CSCO
Cisco Systems, Inc.

Technology
795
+ 3.96%
$58.74 - $64.87 $46.7K - $51.6K
20.9K $1.29M
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
VNQ
Vanguard Specialized Funds Van

ETFs
446
+ 1.35%
$85.55 - $94.34 $38.2K - $42.1K
33.5K $3.03M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.26K
+ 3.9%
$19.42 - $19.54 $82.6K - $83.1K
113K $2.21M
LLY
Eli Lilly & CO

Healthcare
46
+ 4.96%
$725.72 - $929.72 $33.4K - $42.8K
973 $804K
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
586
+ 14.92%
$62.72 - $71.92 $36.8K - $42.1K
4.51K $284K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
178
+ 0.84%
$42.5 - $46.71 $7.57K - $8.31K
21.5K $973K
JCI
Johnson Controls International PLC

Industrials
200
+ 1.32%
$76.12 - $90.6 $15.2K - $18.1K
15.3K $1.23M
PAYX
Paychex Inc

Industrials
49
+ 2.63%
$136.06 - $154.52 $6.67K - $7.57K
1.91K $295K
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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