Aspen Investment Management Inc Reduced Holdings in Q3 2025

Aspen Investment Management Inc

  • $259 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-555
- 50.55%
$915.95 - $994.57 $508K - $552K
543 $503K
ABT
Abbott Laboratories

Healthcare
-2.02K
- 26.01%
$120.51 - $136.62 $243K - $276K
5.74K $769K
HBAN
Huntington Bancshares Inc

Financial Services
-12.9K
- 18.5%
$15.87 - $17.88 $205K - $231K
56.9K $983K
XLV
Select Sector Spdr Fund Health

ETFs
-1.26K
- 34.16%
$129.01 - $139.72 $163K - $176K
2.43K $338K
V
Visa Inc.

Financial Services
-97
- 1.31%
$332.09 - $358.86 $32.2K - $34.8K
7.3K $2.49M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-6.04K
- 7.51%
$20.66 - $20.74 $125K - $125K
74.3K $1.54M
IBM
International Business Machines Corp

Technology
-119
- 1.68%
$234.77 - $292.47 $27.9K - $34.8K
6.96K $1.96M
TXN
Texas Instruments Inc

Technology
-85
- 2.3%
N/A
3.61K $663K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-56
- 0.42%
$65.64 - $78.22 $3.68K - $4.38K
13.2K $887K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-143
- 0.92%
$60.9 - $70.75 $8.71K - $10.1K
15.3K $957K
MNST
Monster Beverage Corp

Consumer Defensive
-1.23K
- 20.53%
$58.65 - $67.31 $72.3K - $82.9K
4.77K $321K
SNOW
Snowflake Inc.

Technology
-215
- 16.29%
$191.73 - $241.0 $41.2K - $51.8K
1.11K $249K
BMY
Bristol Myers Squibb CO

Healthcare
-825
- 10.63%
$43.31 - $48.98 $35.7K - $40.4K
6.94K $313K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.24K
- 1.59%
$19.49 - $19.61 $43.7K - $43.9K
139K $2.72M
WMT
Walmart Inc.

Consumer Defensive
-2.7K
- 5.76%
$94.4 - $104.27 $255K - $282K
44.2K $4.55M
FTSL
First Trust Senior Ln Fund

ETFs
-403
- 0.48%
$45.81 - $46.18 $18.5K - $18.6K
83.8K $3.84M
XLE
Energy Sector Spdr

ETFs
-1.72K
- 5.36%
$84.25 - $91.99 $145K - $159K
30.4K $2.72M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-975
- 0.5%
$19.61 - $19.79 $19.1K - $19.3K
192K $3.79M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-964
- 2.84%
$20.34 - $21.61 $19.6K - $20.8K
32.9K $709K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-143
- 1.52%
$27.61 - $29.15 $3.95K - $4.17K
9.24K $269K
DUK
Duke Energy Corp

Utilities
-158
- 2.97%
$116.31 - $125.93 $18.4K - $19.9K
5.16K $639K
COP
Conocophillips

Energy
-110
- 2.18%
$91.0 - $98.99 $10K - $10.9K
4.94K $467K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-500
- 2.35%
$28.52 - $30.48 $14.3K - $15.2K
20.8K $613K
HCA
Hca Healthcare, Inc.

Healthcare
-7
- 0.99%
$334.32 - $426.2 $2.34K - $2.98K
699 $298K
MDT
Medtronic PLC

Healthcare
-45
- 1.12%
$87.67 - $95.74 $3.95K - $4.31K
3.99K $380K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-36
- 0.16%
$28.15 - $30.13 $1.01K - $1.08K
21.8K $646K
ITW
Illinois Tool Works Inc

Industrials
-184
- 2.9%
$252.31 - $269.41 $46.4K - $49.6K
6.16K $1.61M
LMT
Lockheed Martin Corp

Industrials
-50
- 2.68%
$410.74 - $499.21 $20.5K - $25K
1.82K $908K
XLK
Technology Sector Spdr

ETFs
-105
- 3.95%
$250.97 - $282.66 $26.4K - $29.7K
2.55K $720K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-500
- 2.23%
$30.13 - $33.37 $15.1K - $16.7K
22K $733K
SLV
I Shares Silver Trust

ETFs
-1.08K
- 9.96%
$32.73 - $42.5 $35.2K - $45.7K
9.72K $412K
IEMG
Ishares Inc

ETFs
-15
- 0.13%
N/A
11.2K $740K
BAC
Bank Of America Corp

Financial Services
-1.45K
- 4.19%
$44.92 - $52.42 $65.1K - $76K
33.2K $1.71M
BK
Bank Of New York Mellon Corp

Financial Services
-1.19K
- 10.1%
$90.65 - $109.75 $108K - $131K
10.6K $1.15M
NEE
Nextera Energy Inc

Utilities
-75
- 0.48%
$69.77 - $77.54 $5.23K - $5.82K
15.5K $1.17M
SCHW
Schwab Charles Corp

Financial Services
-106
- 0.43%
$91.03 - $98.69 $9.65K - $10.5K
24.4K $2.33M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-248
- 0.42%
$31.31 - $34.54 $7.76K - $8.57K
58.3K $1.96M
INTC
Intel Corp

Technology
-250
- 1.76%
$19.31 - $35.5 $4.83K - $8.88K
13.9K $467K
MU
Micron Technology Inc

Technology
-225
- 4.55%
$104.88 - $168.89 $23.6K - $38K
4.72K $789K
GLD
Spdr Gold Trust

ETFs
-460
- 6.59%
$300.96 - $355.47 $138K - $164K
6.52K $2.32M
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.29%
$357.4 - $423.42 $6.43K - $7.62K
6.15K $2.49M
AAPL
Apple Inc.

Technology
-971
- 6.03%
$202.38 - $256.87 $197K - $249K
15.1K $3.85M
HOOD
Robinhood Markets, Inc.

Technology
-6.04K
- 20.65%
$91.27 - $143.18 $551K - $864K
23.2K $3.32M
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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