- New Purchases: XLB, IWO, IWD, XLI, ROK, CLX, NVDA, LLY, MMM, XLV, ATVI, COP, SHW, IBB,
- Added Positions: SBUX, HD, IEFA, WMT, VO, INTC, IWM, GS, EW, JPM, PYPL, ADBE, MSFT, ABT, FB, PG, VZ, PEP, GOOGL, RSP, PFE, AMGN, DES, AAPL, FLRN, IGSB, VNQ,
- Reduced Positions: SPY, AMZN, FPE, BSCM, ADP, BSJL, NEE, MDT, DIS, VWO, SCHF, SCHE, IEMG, DOCU, WM, TXN, MRK, C, SCHW, CAT, CSX, BAC, ORCL, YUMC, IBM, GE, DD, IDV, SCHM, T,
- Sold Out: XLU, HSBC,
For the details of Aspen Investment Management Inc's stock buys and sells, go to https://www.gurufocus.com/guru/aspen+investment+management+inc/current-portfolio/portfolio
These are the top 5 holdings of Aspen Investment Management Inc- SPDR S&P500 ETF TR (SPY) - 34,518 shares, 7.90% of the total portfolio. Shares reduced by 34.02%
- Microsoft Corp (MSFT) - 30,065 shares, 4.54% of the total portfolio. Shares added by 7.49%
- FIRST TR EXCHANGE (FPE) - 229,239 shares, 3.13% of the total portfolio. Shares reduced by 36.46%
- ISHARES TRUST (IWM) - 29,221 shares, 3.10% of the total portfolio. Shares added by 18.39%
- First Trust Senior Loan Fund ETF (FTSL) - 88,952 shares, 2.98% of the total portfolio. Shares added by 0.91%
Aspen Investment Management Inc initiated holding in SELECT SECTOR SPDR. The purchase prices were between $42.61 and $59.91, with an estimated average price of $52.5. The stock is now traded at around $61.53. The impact to a portfolio due to this purchase was 0.75%. The holding were 18,049 shares as of .
New Purchase: ISHARES TRUST (IWO)Aspen Investment Management Inc initiated holding in ISHARES TRUST. The purchase prices were between $145.38 and $213.33, with an estimated average price of $186.33. The stock is now traded at around $223.38. The impact to a portfolio due to this purchase was 0.67%. The holding were 4,399 shares as of .
New Purchase: SELECT SECTOR SPDR (XLI)Aspen Investment Management Inc initiated holding in SELECT SECTOR SPDR. The purchase prices were between $56.34 and $76.29, with an estimated average price of $64.72. The stock is now traded at around $73.65. The impact to a portfolio due to this purchase was 0.57%. The holding were 11,276 shares as of .
New Purchase: ISHARES TRUST (IWD)Aspen Investment Management Inc initiated holding in ISHARES TRUST. The purchase prices were between $93.94 and $124.38, with an estimated average price of $109.27. The stock is now traded at around $118.72. The impact to a portfolio due to this purchase was 0.57%. The holding were 6,872 shares as of .
New Purchase: Rockwell Automation Inc (ROK)Aspen Investment Management Inc initiated holding in Rockwell Automation Inc. The purchase prices were between $143.68 and $227.39, with an estimated average price of $192.53. The stock is now traded at around $222.37. The impact to a portfolio due to this purchase was 0.43%. The holding were 2,737 shares as of .
New Purchase: Clorox Co (CLX)Aspen Investment Management Inc initiated holding in Clorox Co. The purchase prices were between $173.25 and $219.37, with an estimated average price of $199.13. The stock is now traded at around $235.09. The impact to a portfolio due to this purchase was 0.39%. The holding were 2,400 shares as of .
Added: Starbucks Corp (SBUX)Aspen Investment Management Inc added to a holding in Starbucks Corp by 250.34%. The purchase prices were between $62.62 and $83.56, with an estimated average price of $75.03. The stock is now traded at around $75.31. The impact to a portfolio due to this purchase was 1.01%. The holding were 25,806 shares as of .
Added: The Home Depot Inc (HD)Aspen Investment Management Inc added to a holding in The Home Depot Inc by 68.62%. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $268.54. The impact to a portfolio due to this purchase was 0.96%. The holding were 12,775 shares as of .
Added: iShares Core MSCI EAFE (IEFA)Aspen Investment Management Inc added to a holding in iShares Core MSCI EAFE by 48.41%. The purchase prices were between $46.85 and $60.01, with an estimated average price of $53.6. The stock is now traded at around $60.11. The impact to a portfolio due to this purchase was 0.87%. The holding were 63,103 shares as of .
Added: Walmart Inc (WMT)Aspen Investment Management Inc added to a holding in Walmart Inc by 67.14%. The purchase prices were between $113.62 and $132.33, with an estimated average price of $123.24. The stock is now traded at around $129.14. The impact to a portfolio due to this purchase was 0.82%. The holding were 22,984 shares as of .
Added: VANGUARD INDEX FDS (VO)Aspen Investment Management Inc added to a holding in VANGUARD INDEX FDS by 83.14%. The purchase prices were between $124.34 and $175.42, with an estimated average price of $152.79. The stock is now traded at around $176.32. The impact to a portfolio due to this purchase was 0.63%. The holding were 11,309 shares as of .
Added: Intel Corp (INTC)Aspen Investment Management Inc added to a holding in Intel Corp by 42.72%. The purchase prices were between $51.88 and $64.34, with an estimated average price of $59.71. The stock is now traded at around $48.30. The impact to a portfolio due to this purchase was 0.51%. The holding were 38,128 shares as of .
Sold Out: SELECT SECTOR SPDR (XLU)Aspen Investment Management Inc sold out a holding in SELECT SECTOR SPDR. The sale prices were between $51.79 and $62.83, with an estimated average price of $57.66.
Sold Out: HSBC Holdings PLC (HSBC)Aspen Investment Management Inc sold out a holding in HSBC Holdings PLC. The sale prices were between $22.97 and $28.01, with an estimated average price of $24.88.
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