Aspen Wealth Strategies, LLC Reduced Holdings in Q2 2025

Aspen Wealth Strategies, LLC

  • $166 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.09K
- 37.96%
$172.42 - $223.89 $1.05M - $1.36M
9.96K $2.04B
UNH
Unitedhealth Group Inc

Healthcare
-153
- 8.77%
$274.35 - $599.47 $42K - $91.7K
1.59K $497M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-16.5K
- 35.47%
$19.78 - $21.29 $327K - $352K
30.1K $621M
WMT
Walmart Inc.

Consumer Defensive
-4.86K
- 30.36%
$81.79 - $99.98 $397K - $486K
11.1K $1.09B
ABBV
Abb Vie Inc.

Healthcare
-382
- 3.75%
$170.16 - $206.27 $65K - $78.8K
9.8K $1.82B
SVOL
Simplify ETF Simplify Volatili

ETFs
-17K
- 45.22%
$13.97 - $19.98 $238K - $340K
20.6K $379M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.26K
- 9.28%
$49.79 - $50.75 $212K - $216K
41.7K $2.12B
CVX
Chevron Corp

Energy
-94
- 1.15%
$133.73 - $168.51 $12.6K - $15.8K
8.08K $1.16B
SLB
Schlumberger Limited

Energy
-498
- 2.95%
$31.95 - $42.2 $15.9K - $21K
16.4K $554M
COP
Conocophillips

Energy
-300
- 3.74%
$82.66 - $106.1 $24.8K - $31.8K
7.73K $693M
MUB
Ishares National Muni Bond ETF

ETFs
-964
- 13.36%
$102.31 - $105.8 $98.6K - $102K
6.25K $653M
NEE
Nextera Energy Inc

Utilities
-679
- 9.05%
$64.11 - $75.0 $43.5K - $50.9K
6.83K $474M
JNJ
Johnson & Johnson

Healthcare
-150
- 9.36%
$146.36 - $159.82 $22K - $24K
1.45K $222M
DUK
Duke Energy Corp

Utilities
-146
- 2.45%
$112.46 - $124.05 $16.4K - $18.1K
5.82K $686M
HD
Home Depot, Inc.

Consumer Cyclical
-98
- 4.22%
$335.24 - $380.78 $32.9K - $37.3K
2.23K $816M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-196
- 0.95%
$24.32 - $27.87 $4.77K - $5.46K
20.5K $544M
SIXH
Exchange Trd Con Tr Etc 6 Meri

ETFs
-473
- 5.45%
$35.81 - $39.17 $16.9K - $18.5K
8.21K $316M
PTC
Ptc Inc.

Technology
-358
- 16.44%
$136.74 - $173.24 $49K - $62K
1.82K $314M
V
Visa Inc.

Financial Services
-93
- 3.6%
$308.27 - $373.31 $28.7K - $34.7K
2.49K $884M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.58K
- 3.27%
$16.93 - $17.81 $26.7K - $28.1K
46.6K $830M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-330
- 6.44%
$50.48 - $50.71 $16.7K - $16.7K
4.8K $243M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-279
- 1.68%
$43.89 - $45.45 $12.2K - $12.7K
16.3K $735M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-158
- 4.0%
$51.14 - $57.0 $8.08K - $9.01K
3.79K $215M
CSCO
Cisco Systems, Inc.

Technology
-1.07K
- 7.3%
$53.19 - $69.38 $57K - $74.4K
13.6K $944M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-275
- 2.54%
$65.84 - $80.81 $18.1K - $22.2K
10.5K $844M
DE
Deere & CO

Industrials
-71
- 2.37%
$412.99 - $531.48 $29.3K - $37.7K
2.93K $1.49B
META
Meta Platforms, Inc.

Communication Services
-32
- 2.44%
$484.66 - $738.09 $15.5K - $23.6K
1.28K $944M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.36%
$167.32 - $223.3 $4.18K - $5.58K
6.94K $1.52B
GOOGL
Alphabet Inc.

Communication Services
-289
- 2.04%
$144.7 - $178.6 $41.8K - $51.6K
13.9K $2.45B
MSFT
Microsoft Corp

Technology
-621
- 8.98%
$354.56 - $497.45 $220K - $309K
6.3K $3.13B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.92K
- 2.06%
N/A
186K $17.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.75K
- 0.27%
$22.27 - $29.21 $39K - $51.1K
647K $18.9B
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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