Aspen Investment Management Inc Portfolio Holdings

Aspen Investment Management Inc

  • $238 Million
  • Q2 2025

Aspen Investment Management Inc has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $238 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.8M, Invesco S&P 500 Equal Weight E with a value of $11.2M, Microsoft Corp with a value of $8.21M, Ishares Tr with a value of $7.43M, and Ishares Russell 2000 ETF with a value of $7.43M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $217M to 238M.

Aspen Investment Management Inc is based out at Grand Rapids, MI

Below you can find more details about Aspen Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $238 Million
ETFs: $128 Million
Technology: $28.5 Million
Financial Services: $25.4 Million
Industrials: $16.7 Million
Healthcare: $11.3 Million
Consumer Defensive: $10.7 Million
Consumer Cyclical: $5.99 Million
Energy: $5.28 Million
Other: $5.43 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.72B
$290,000 0.12% of portfolio
4,240
Q2 2025 New
$5.48B
$293,000 0.12% of portfolio
2,900
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $238 Million
  • Prior Value $217 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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