Aspen Investment Management Inc Reduced Holdings in Q1 2025

Aspen Investment Management Inc

  • $217 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-5.56K
- 14.72%
$198.1 - $229.79 $1.1M - $1.28M
32.2K $6.42M
DOCU
Docusign, Inc.

Technology
-9.68K
- 72.35%
$74.7 - $97.7 $723K - $945K
3.7K $301K
MSFT
Microsoft Corp

Technology
-25
- 0.14%
$375.39 - $447.2 $9.38K - $11.2K
17.8K $6.68M
AAPL
Apple Inc.

Technology
-1.28K
- 7.52%
$209.68 - $247.1 $269K - $317K
15.8K $3.5M
HBAN
Huntington Bancshares Inc

Financial Services
-26.3K
- 27.07%
$14.28 - $17.39 $375K - $457K
70.7K $1.06M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.62K
- 16.33%
$65.15 - $91.81 $171K - $241K
13.4K $877K
FICO
Fair Isaac Corp

Technology
-113
- 7.96%
$1695.35 - $2030.47 $192K - $229K
1.31K $2.41M
CSX
Csx Corp

Industrials
-5.81K
- 10.62%
$29.11 - $33.67 $169K - $196K
48.9K $1.44M
GS
Goldman Sachs Group Inc

Financial Services
-152
- 2.5%
$524.81 - $672.19 $79.8K - $102K
5.94K $3.24M
TT
Trane Technologies PLC

Industrials
-170
- 3.23%
$332.0 - $400.86 $56.4K - $68.1K
5.09K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
-40
- 0.65%
$347.25 - $424.87 $13.9K - $17K
6.13K $2.25M
AXP
American Express CO

Financial Services
-30
- 0.9%
$255.39 - $325.87 $7.66K - $9.78K
3.29K $884K
LMT
Lockheed Martin Corp

Industrials
-50
- 2.61%
$423.19 - $506.29 $21.2K - $25.3K
1.87K $835K
XLI
Industrial Sector Spdr

ETFs
-440
- 2.32%
$128.78 - $141.67 $56.7K - $62.3K
18.5K $2.43M
META
Meta Platforms, Inc.

Communication Services
-87
- 5.71%
$576.36 - $736.67 $50.1K - $64.1K
1.44K $828K
EW
Edwards Lifesciences Corp

Healthcare
-251
- 2.37%
$67.95 - $76.19 $17.1K - $19.1K
10.4K $751K
PFE
Pfizer Inc

Healthcare
-511
- 4.06%
$25.01 - $27.13 $12.8K - $13.9K
12.1K $306K
SHW
Sherwin Williams CO

Basic Materials
-100
- 13.33%
$330.16 - $365.55 $33K - $36.6K
650 $227K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.17K
- 1.41%
$20.64 - $20.73 $24.2K - $24.3K
81.7K $1.69M
MET
Metlife Inc

Financial Services
-55
- 0.76%
$77.7 - $87.0 $4.27K - $4.79K
7.19K $577K
EMLP
First Tr Exchange Traded Iv

ETFs
-400
- 2.62%
$35.79 - $38.28 $14.3K - $15.3K
14.9K $557K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-250
- 1.1%
$25.81 - $28.52 $6.45K - $7.13K
22.5K $619K
INTC
Intel Corp

Technology
-1.55K
- 8.27%
$19.1 - $27.39 $29.6K - $42.5K
17.2K $390K
COP
Conocophillips

Energy
-100
- 1.91%
$88.6 - $105.85 $8.86K - $10.6K
5.14K $539K
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.6%
$232.43 - $265.13 $2.09K - $2.39K
1.5K $395K
MDT
Medtronic PLC

Healthcare
-34
- 0.83%
$79.84 - $94.5 $2.71K - $3.21K
4.08K $367K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-700
- 1.8%
$19.66 - $21.64 $13.8K - $15.1K
38.1K $817K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.8K
- 2.35%
$18.36 - $20.51 $33K - $36.9K
74.9K $1.48M
JPM
Jpmorgan Chase & CO

Financial Services
-119
- 0.66%
$225.19 - $279.95 $26.8K - $33.3K
17.9K $4.4M
JNJ
Johnson & Johnson

Healthcare
-906
- 8.46%
$142.06 - $167.7 $129K - $152K
9.81K $1.63M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-228
- 1.45%
$56.12 - $68.15 $12.8K - $15.5K
15.5K $1.05M
IEFA
Ishares Tr

ETFs
-2.16K
- 2.75%
$69.57 - $78.65 $151K - $170K
76.4K $5.78M
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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