Aspen Investment Management Inc Portfolio Holdings

Aspen Investment Management Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $214 Million distributed in 147 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 $19.2M, Invesco S&P 500 Equal Weight E with a value of $10.4M, Ishares Russell 2000 ETF with a value of $7.78M, Microsoft Corp with a value of $7.7M, and Ishares Trust Ishares 5 10 Yea with a value of $6.31M.

Examining the 13F form we can see an increase of $14M in the current position value, from $200M to 214M.

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.