Aspen Wealth Strategies, LLC Incresed Positions in Q3 2025

Aspen Wealth Strategies, LLC

  • $180 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.73K
+ 5.41%
$620.67 - $670.08 $1.08M - $1.16M
33.8K $22.6B
IEFA
Ishares Tr

ETFs
9.72K
+ 9.24%
$81.7 - $87.53 $794K - $851K
115K $10B
VTV
Vanguard Value ETF

ETFs
1.18K
+ 1.17%
$175.51 - $186.57 $206K - $219K
102K $18.9B
AIQ
Global X Funds Global X Artifi

ETFs
19.6K
+ 234.49%
$43.2 - $49.66 $848K - $975K
28K $1.38B
CTA
Simplify Exch Traded Fds Simpl

ETFs
16.2K
+ 8.9%
$26.46 - $28.43 $429K - $461K
198K $5.55B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.01K
+ 3.01%
$68.27 - $75.58 $137K - $152K
68.9K $5.12B
AAPL
Apple Inc.

Technology
12
+ 0.12%
$202.38 - $256.87 $2.43K - $3.08K
9.97K $2.54B
ABBV
Abb Vie Inc.

Healthcare
99
+ 1.01%
$184.85 - $231.54 $18.3K - $22.9K
9.89K $2.29B
Fidelity Covington Trust
1.76K
+ 1.0%
N/A
178K $6.42B
VBR
Vanguard Small Cap Value ETF

ETFs
336
+ 2.01%
$195.41 - $212.37 $65.7K - $71.4K
17K $3.55B
XEL
Xcel Energy Inc

Utilities
306
+ 2.27%
$67.56 - $80.65 $20.7K - $24.7K
13.8K $1.11B
CVX
Chevron Corp

Energy
358
+ 4.43%
$145.57 - $161.83 $52.1K - $57.9K
8.44K $1.31B
MSFT
Microsoft Corp

Technology
40
+ 0.64%
$491.09 - $535.64 $19.6K - $21.4K
6.34K $3.28B
KCE
Spdr S&P Capital Markets ETF

ETFs
81
+ 0.58%
$145.94 - $157.83 $11.8K - $12.8K
14.1K $2.16B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.4K
+ 9.18%
$50.47 - $50.74 $121K - $122K
28.5K $1.45B
VPU
Vanguard Utilities ETF

ETFs
481
+ 21.91%
$175.25 - $189.41 $84.3K - $91.1K
2.68K $507M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 2.07%
$357.4 - $423.42 $16.4K - $19.5K
2.27K $920M
WMT
Walmart Inc.

Consumer Defensive
402
+ 3.61%
$94.4 - $104.27 $37.9K - $41.9K
11.5K $1.19B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.68K
+ 15.57%
$48.5 - $50.19 $81.4K - $84.2K
12.5K $624M
C
Citigroup Inc

Financial Services
346
+ 9.73%
$85.57 - $103.49 $29.6K - $35.8K
3.9K $396M
JNJ
Johnson & Johnson

Healthcare
191
+ 13.15%
$155.17 - $185.42 $29.6K - $35.4K
1.64K $305M
LOW
Lowes Companies Inc

Consumer Cyclical
188
+ 16.45%
$215.01 - $273.02 $40.4K - $51.3K
1.33K $334M
RIO
Rio Tinto PLC

Basic Materials
440
+ 8.58%
$57.66 - $66.01 $25.4K - $29K
5.57K $368M
MS
Morgan Stanley

Financial Services
119
+ 4.41%
$139.09 - $161.16 $16.6K - $19.2K
2.82K $448M
VHT
Vanguard Health Care ETF

ETFs
137
+ 7.38%
$239.12 - $259.95 $32.8K - $35.6K
1.99K $517M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.62K
+ 10.85%
N/A
16.6K $318M
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 7.12%
$40.84 - $45.06 $41.5K - $45.8K
15.3K $672M
DUK
Duke Energy Corp

Utilities
155
+ 2.67%
$116.31 - $125.93 $18K - $19.5K
5.97K $739M
MDT
Medtronic PLC

Healthcare
291
+ 10.04%
$87.67 - $95.74 $25.5K - $27.9K
3.19K $304M
QCOM
Qualcomm Inc

Technology
177
+ 8.2%
$145.84 - $173.55 $25.8K - $30.7K
2.34K $388M
ITB
Ishares Tr

ETFs
40
+ 1.71%
$94.18 - $117.14 $3.77K - $4.69K
2.37K $255M
AGNC
Agnc Investment Corp.

Real Estate
1.69K
+ 6.22%
$9.2 - $10.37 $15.5K - $17.5K
28.8K $282M
XOM
Exxon Mobil Corp

Energy
96
+ 3.07%
$105.83 - $117.22 $10.2K - $11.3K
3.23K $364M
CSCO
Cisco Systems, Inc.

Technology
512
+ 3.76%
$66.2 - $71.79 $33.9K - $36.8K
14.1K $966M
SUB
Ishares Short Term National Mu

ETFs
178
+ 2.99%
$106.17 - $107.3 $18.9K - $19.1K
6.13K $655M
ICSH
Blackrock Ultra Short Term Bon

ETFs
415
+ 8.65%
$50.52 - $50.75 $21K - $21.1K
5.21K $264M
JMBS
Janus Detroit Str Tr Henderson

ETFs
182
+ 1.12%
$44.34 - $45.94 $8.07K - $8.36K
16.5K $754M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
310
+ 0.74%
$50.53 - $50.82 $15.7K - $15.8K
42K $2.13B
PFE
Pfizer Inc

Healthcare
137
+ 1.37%
$23.29 - $25.88 $3.19K - $3.55K
10.1K $258M
APD
Air Products & Chemicals, Inc.

Basic Materials
151
+ 4.43%
$265.78 - $299.3 $40.1K - $45.2K
3.56K $972M
JEPI
J P Morgan Exchange Traded Fd

ETFs
81
+ 2.14%
$55.61 - $57.37 $4.5K - $4.65K
3.87K $221M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
41
+ 0.35%
$59.29 - $62.87 $2.43K - $2.58K
11.7K $701M
V
Visa Inc.

Financial Services
13
+ 0.52%
$332.09 - $358.86 $4.32K - $4.67K
2.5K $855M
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 0.76%
$81.9 - $96.86 $4.34K - $5.13K
7.05K $596M
DE
Deere & CO

Industrials
34
+ 1.16%
$457.26 - $524.37 $15.5K - $17.8K
2.96K $1.35B
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 1
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