Aspen Investment Management Inc Sells in Q3 2024

Aspen Investment Management Inc

  • $214 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-3.38K
- 22.7%
$148.65 - $191.18 $503K - $646K
11.5K $1.91M
MSFT
Microsoft Corp

Technology
-964
- 5.11%
$395.15 - $467.56 $381K - $451K
17.9K $7.7M
SCHW
Schwab Charles Corp

Financial Services
-7.18K
- 33.32%
$61.74 - $76.08 $443K - $546K
14.4K $931K
ONTO
Onto Innovation Inc.

Technology
-2.7K
- 61.5%
$158.45 - $238.04 $428K - $643K
1.69K $351K
META
Meta Platforms, Inc.

Communication Services
-624
- 30.32%
$453.41 - $572.44 $283K - $357K
1.43K $821K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-3.16K
- 45.79%
$52.1 - $59.66 $164K - $188K
3.74K $221K
INTC
Intel Corp

Technology
-350
- 1.71%
$18.9 - $34.87 $6.61K - $12.2K
20.2K $473K
CVX
Chevron Corp

Energy
-55
- 0.54%
$137.88 - $161.97 $7.58K - $8.91K
10.2K $1.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.82K
- 5.67%
$20.47 - $20.71 $98.7K - $99.9K
80.2K $1.66M
WM
Waste Management Inc

Industrials
-26
- 0.31%
$196.96 - $223.45 $5.12K - $5.81K
8.36K $1.74M
MPC
Marathon Petroleum Corp

Energy
-55
- 2.06%
$158.61 - $180.75 $8.72K - $9.94K
2.62K $427K
DIS
Walt Disney CO

Communication Services
-236
- 7.33%
$85.6 - $98.61 $20.2K - $23.3K
2.98K $287K
BAC
Bank Of America Corp

Financial Services
-573
- 1.64%
$36.65 - $44.13 $21K - $25.3K
34.4K $1.36M
FTSL
First Trust Senior Ln Fund

ETFs
-791
- 1.12%
$45.51 - $46.26 $36K - $36.6K
69.7K $3.2M
XLE
Energy Sector Spdr

ETFs
-100
- 2.44%
$84.35 - $93.39 $8.44K - $9.34K
3.99K $351K
XLV
Select Sector Spdr Fund Health

ETFs
-234
- 9.87%
$143.3 - $157.24 $33.5K - $36.8K
2.14K $329K
UNH
Unitedhealth Group Inc

Healthcare
-90
- 13.68%
$488.01 - $604.18 $43.9K - $54.4K
568 $332K
PAYX
Paychex Inc

Industrials
-245
- 11.64%
$116.17 - $135.19 $28.5K - $33.1K
1.86K $250K
MAR
Marriott International Inc

Consumer Cyclical
-40
- 2.2%
$211.35 - $255.11 $8.45K - $10.2K
1.78K $442K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-145
- 4.56%
$73.43 - $80.37 $10.6K - $11.7K
3.04K $244K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-241
- 4.51%
$77.02 - $85.06 $18.6K - $20.5K
5.1K $431K
XOM
Exxon Mobil Corp

Energy
-118
- 0.83%
$109.72 - $119.0 $12.9K - $14K
14.1K $1.65M
GLW
Corning Inc

Technology
-250
- 4.86%
$37.76 - $46.2 $9.44K - $11.6K
4.89K $221K
MSI
Motorola Solutions, Inc.

Technology
-35
- 5.83%
$385.65 - $450.49 $13.5K - $15.8K
565 $254K
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 7.88%
$245.82 - $304.51 $20.6K - $25.6K
982 $299K
XLF
Financial Sector Spdr

ETFs
-100
- 1.36%
$40.84 - $45.74 $4.08K - $4.57K
7.23K $328K
DOCU
Docusign, Inc.

Technology
-15
- 0.4%
$49.73 - $62.53 $746 - $938
3.74K $232K
MDT
Medtronic PLC

Healthcare
-200
- 4.53%
$76.84 - $91.03 $15.4K - $18.2K
4.21K $379K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-450
- 1.68%
$92.1 - $95.52 $41.4K - $43K
26.4K $2.52M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-100
- 1.03%
$46.17 - $51.13 $4.62K - $5.11K
9.63K $492K
IEMG
Ishares Inc

ETFs
-310
- 2.0%
$53.64 - $53.64 $16.6K - $16.6K
15.2K $872K
PG
Procter & Gamble CO

Consumer Defensive
-99
- 1.32%
$160.76 - $177.82 $15.9K - $17.6K
7.38K $1.28M
ETN
Eaton Corp PLC

Industrials
-13
- 0.42%
$272.52 - $333.02 $3.54K - $4.33K
3.07K $1.02M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-45
- 0.23%
$34.48 - $38.87 $1.55K - $1.75K
19.6K $754K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-850
- 3.84%
$26.55 - $32.42 $22.6K - $27.6K
21.3K $679K
KO
Coca Cola CO

Consumer Defensive
-285
- 2.86%
$62.69 - $73.01 $17.9K - $20.8K
9.7K $697K
PEP
Pepsico Inc

Consumer Defensive
-25
- 0.18%
$161.9 - $179.3 $4.05K - $4.48K
14.1K $2.39M
DUK
Duke Energy Corp

Utilities
-13
- 0.26%
$99.35 - $117.71 $1.29K - $1.53K
5.05K $582K
BMY
Bristol Myers Squibb CO

Healthcare
-150
- 1.79%
$39.66 - $51.75 $5.95K - $7.76K
8.21K $425K
CSCO
Cisco Systems, Inc.

Technology
-743
- 3.57%
$44.74 - $53.22 $33.2K - $39.5K
20.1K $1.07M
VO
Vanguard Mid Cap ETF

ETFs
-189
- 3.16%
$237.84 - $263.83 $45K - $49.9K
5.8K $1.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11
- 0.05%
$41.9 - $48.26 $461 - $531
21.4K $1.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-161
- 0.41%
$36.98 - $41.55 $5.95K - $6.69K
38.9K $1.6M
ITW
Illinois Tool Works Inc

Industrials
-26
- 0.42%
$233.14 - $263.97 $6.06K - $6.86K
6.24K $1.63M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.1K
- 1.85%
$30.61 - $34.92 $33.6K - $38.3K
58.2K $2.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.16%
$520.18 - $576.82 $4.68K - $5.19K
5.73K $3.3M
JNJ
Johnson & Johnson

Healthcare
-42
- 0.34%
$145.48 - $167.38 $6.11K - $7.03K
12.1K $1.97M
NEE
Nextera Energy Inc

Utilities
-55
- 0.37%
$69.9 - $84.97 $3.84K - $4.67K
15K $1.26M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3
- 0.02%
$136.93 - $162.81 $411 - $488
12.6K $2.02M
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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