Aspen Wealth Strategies, LLC Sells in Q4 2024

Aspen Wealth Strategies, LLC

  • $156 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.62K
- 2.94%
N/A
218K $20.3B
VTV
Vanguard Value ETF

ETFs
-3.68K
- 3.84%
$168.32 - $181.87 $619K - $669K
92.2K $15.6B
COP
Conocophillips

Energy
-3.16K
- 32.7%
$95.12 - $114.72 $301K - $363K
6.51K $645M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.18K
- 3.67%
$570.51 - $610.59 $673K - $720K
30.9K $18.2B
CHTR
Charter Communications, Inc.

Communication Services
-682
- 49.96%
$315.38 - $408.02 $215K - $278K
683 $234M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.75K
- 10.18%
$50.37 - $50.6 $139K - $139K
24.3K $1.22B
XOM
Exxon Mobil Corp

Energy
-805
- 21.82%
$105.51 - $125.37 $84.9K - $101K
2.89K $310M
BHP
Bhp Group LTD

Basic Materials
-792
- 13.15%
$48.78 - $62.43 $38.6K - $49.4K
5.23K $255M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.33K
- 22.08%
$50.67 - $50.9 $67.1K - $67.4K
4.68K $237M
PFE
Pfizer Inc

Healthcare
-1.42K
- 13.89%
$24.8 - $30.19 $35.2K - $42.8K
8.79K $233M
VHT
Vanguard Health Care ETF

ETFs
-19
- 1.16%
$250.81 - $283.3 $4.77K - $5.38K
1.62K $410M
JNJ
Johnson & Johnson

Healthcare
-108
- 6.03%
$143.34 - $165.86 $15.5K - $17.9K
1.68K $243M
PEAK
Healthpeak Properties, Inc.

Real Estate
-401
- 2.92%
N/A
13.3K $270M
LOW
Lowes Companies Inc

Consumer Cyclical
-65
- 6.0%
$244.52 - $284.07 $15.9K - $18.5K
1.02K $251M
VPU
Vanguard Utilities ETF

ETFs
-115
- 5.43%
$160.52 - $179.11 $18.5K - $20.6K
2K $327M
QCOM
Qualcomm Inc

Technology
-55
- 3.05%
$150.4 - $178.04 $8.27K - $9.79K
1.75K $269M
MDT
Medtronic PLC

Healthcare
-102
- 3.53%
$79.61 - $92.24 $8.12K - $9.41K
2.79K $222M
MRK
Merck & Co., Inc.

Healthcare
-15
- 0.6%
$96.31 - $114.76 $1.44K - $1.72K
2.47K $245M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-157
- 2.68%
$50.35 - $50.69 $7.9K - $7.96K
5.7K $287M
ABT
Abbott Laboratories

Healthcare
-30
- 1.22%
$111.93 - $119.39 $3.36K - $3.58K
2.42K $274M
T
At&T Inc.

Communication Services
-128
- 1.05%
$21.22 - $23.88 $2.72K - $3.06K
12K $274M
XEL
Xcel Energy Inc

Utilities
-142
- 1.07%
$62.16 - $72.92 $8.83K - $10.4K
13.2K $890M
MS
Morgan Stanley

Financial Services
-59
- 2.22%
$104.42 - $134.99 $6.16K - $7.96K
2.6K $327M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-76
- 5.0%
$260.53 - $404.79 $19.8K - $30.8K
1.45K $553M
WMT
Walmart Inc.

Consumer Defensive
-107
- 0.62%
$79.1 - $95.7 $8.46K - $10.2K
17.2K $1.55B
JPM
Jpmorgan Chase & CO

Financial Services
-29
- 0.37%
$205.18 - $250.29 $5.95K - $7.26K
7.82K $1.87B
TSLA
Tesla, Inc.

Consumer Cyclical
-148
- 6.53%
$213.65 - $479.86 $31.6K - $71K
2.12K $855M
AVGO
Broadcom Inc.

Technology
-177
- 1.87%
$159.67 - $250.0 $28.3K - $44.3K
9.31K $2.16B
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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