Aspen Wealth Strategies, LLC Reduced Holdings in Q1 2025

Aspen Wealth Strategies, LLC

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-80.8K
- 11.07%
$24.91 - $29.02 $2.01M - $2.34M
649K $16.2B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-28.2K
- 12.89%
N/A
190K $16.7B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-29.6K
- 34.36%
$89.18 - $104.04 $2.64M - $3.08M
56.5K $5.18B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-29K
- 24.61%
$36.64 - $45.76 $1.06M - $1.33M
88.9K $3.33B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-50.7K
- 70.96%
$27.01 - $28.54 $1.37M - $1.45M
20.7K $580M
AVGO
Broadcom Inc.

Technology
-693
- 7.44%
$167.43 - $244.7 $116K - $170K
8.62K $1.44B
GOOGL
Alphabet Inc.

Communication Services
-85
- 0.6%
$154.33 - $206.19 $13.1K - $17.5K
14.2K $2.19B
AAPL
Apple Inc.

Technology
-18
- 0.11%
$209.68 - $247.1 $3.77K - $4.45K
16.1K $3.57B
MSFT
Microsoft Corp

Technology
-188
- 2.65%
$375.39 - $447.2 $70.6K - $84.1K
6.92K $2.6B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.82K
- 32.19%
$50.39 - $50.66 $394K - $396K
16.5K $834M
AMZN
Amazon Com Inc

Consumer Cyclical
-79
- 1.12%
$190.26 - $242.06 $15K - $19.1K
6.97K $1.33B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.18K
- 44.63%
$56.17 - $59.71 $179K - $190K
3.95K $226M
WMT
Walmart Inc.

Consumer Defensive
-1.16K
- 6.77%
$84.5 - $105.05 $98.2K - $122K
16K $1.4B
SVOL
Simplify ETF Simplify Volatili

ETFs
-1.1K
- 2.83%
$17.92 - $21.7 $19.6K - $23.8K
37.6K $684M
MUB
Ishares National Muni Bond ETF

ETFs
-744
- 9.35%
$104.71 - $107.69 $77.9K - $80.1K
7.21K $761M
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.51%
$347.25 - $424.87 $4.17K - $5.1K
2.32K $851M
JPM
Jpmorgan Chase & CO

Financial Services
-347
- 4.44%
$225.19 - $279.95 $78.1K - $97.1K
7.47K $1.83B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-570
- 10.01%
$50.44 - $50.7 $28.8K - $28.9K
5.13K $260M
FSCO
Fs Cr Opportunities Corp Com
-2.92K
- 20.76%
N/A
11.1K $78.5M
COF
Capital One Financial Corp

Financial Services
-117
- 2.57%
$163.87 - $209.82 $19.2K - $24.5K
4.44K $795M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-88
- 0.85%
$49.25 - $50.66 $4.33K - $4.46K
10.3K $509M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-159
- 5.02%
$78.97 - $85.82 $12.6K - $13.6K
3.01K $249M
UNH
Unitedhealth Group Inc

Healthcare
-30
- 1.69%
$461.52 - $548.18 $13.8K - $16.4K
1.75K $914M
NOC
Northrop Grumman Corp

Industrials
-44
- 4.87%
$433.45 - $513.82 $19.1K - $22.6K
860 $440M
CSCO
Cisco Systems, Inc.

Technology
-259
- 1.73%
$58.74 - $64.87 $15.2K - $16.8K
14.7K $906M
JNJ
Johnson & Johnson

Healthcare
-80
- 4.76%
$142.06 - $167.7 $11.4K - $13.4K
1.6K $266M
MDT
Medtronic PLC

Healthcare
-47
- 1.69%
$79.84 - $94.5 $3.75K - $4.44K
2.74K $246M
SBUX
Starbucks Corp

Consumer Cyclical
-159
- 2.22%
$91.75 - $115.81 $14.6K - $18.4K
6.99K $686M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-321
- 2.88%
$67.08 - $76.14 $21.5K - $24.4K
10.8K $797M
T
At&T Inc.

Communication Services
-684
- 5.69%
$21.56 - $28.28 $14.7K - $19.3K
11.3K $321M
V
Visa Inc.

Financial Services
-85
- 3.18%
$306.92 - $362.71 $26.1K - $30.8K
2.58K $906M
DE
Deere & CO

Industrials
-92
- 2.98%
$408.57 - $509.27 $37.6K - $46.9K
3K $1.41B
CVX
Chevron Corp

Energy
-61
- 0.74%
$146.71 - $167.97 $8.95K - $10.2K
8.18K $1.37B
ABBV
Abb Vie Inc.

Healthcare
-129
- 1.25%
$169.2 - $216.66 $21.8K - $27.9K
10.2K $2.13B
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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