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Aspen Investment Management Inc13F | |
| Aspen Investment Management Inc | |
| Last update 2025-05-20 | 146 Stocks (14 new) |
| Value $217.00 Mil | Turnover 7 % |
Aspen Investment Management In... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 34,348 | 19,220.0 | +2.02% | 8.860 | +0.18% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 66,518 | 11,520.0 | +10.39% | 5.310 | +0.50% | 0.020 | +14.28% | +7.03% | 74,612.5 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 127,642 | 6,700.0 | +2.13% | 3.090 | +0.06% | 0.050 | +4.18% | +5.57% | 15,582.1 | ||
MSFT | Microsoft Corp | 17,802 | 6,680.0 | -0.14% | 3.080 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
IWM | iShares Russell 2000 ETF | 32,190 | 6,420.0 | -14.72% | 2.960 | -0.57% | 0.010 | +19.43% | +1.55% | 64,702.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 76,432 | 5,780.0 | -2.75% | 2.660 | -0.07% | 0.000 | +10.95% | +20.93% | 144,033.5 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 105,612 | 5,530.0 | +7.61% | 2.550 | +0.18% | 0.030 | +2.30% | +4.16% | 21,658.7 | ||
JPM | JPMorgan Chase & Co | 17,927 | 4,400.0 | -0.66% | 2.030 | -0.01% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
FPE |
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
| 242,579 | 4,270.0 | +3.52% | 1.970 | +0.07% | 0.070 | +5.22% | +4.02% | 5,973.6 | ||
WMT | Walmart Inc | 47,502 | 4,170.0 | +3.51% | 1.920 | +0.07% | 0.000 | +1.30% | +6.64% | 764,923.1 | Retail - Defensive |
Aspen Investment Management Inc's Historical Top Holdings Breakdowns
Aspen Investment Management Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Sold Out Sold Out | -1.07% | 80.05 ($87.3) 92.39 | $96.97 | 11.08% | Sold Out | 0 | -26,321 | |
HOOD | Robinhood Markets Inc | 2025-03-31 | New Buy New Buy | +0.75% | 35.63 ($47.54) 65.28 | $101.85 | 114.24% | New holding | 38,803 | 38,803 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -0.57% | 198.1 ($216.92) 229.79 | $223.27 | 2.93% | Reduce -14.72% | 32,190 | -5,556 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.50% | 169.43 ($177.82) 182.84 | $185.89 | 4.54% | Add 10.39% | 66,518 | 6,262 | |
DOCU | Docusign Inc | 2025-03-31 | Reduce Reduce | -0.41% | 74.7 ($87.59) 97.7 | $81.38 | -7.09% | Reduce -72.35% | 3,698 | -9,677 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Add Add | +0.40% | 85.7 ($90.17) 93.96 | $85.47 | -5.21% | Add 230.35% | 13,194 | 9,200 | |
MRK | Merck & Co Inc | 2025-03-31 | Sold Out Sold Out | -0.37% | 83.01 ($93.37) 101.02 | $81.61 | -12.60% | Sold Out | 0 | -7,997 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | New Buy New Buy | +0.34% | 271.18 ($290.53) 303.12 | $309.80 | 6.63% | New holding | 2,668 | 2,668 | |
GNRC | Generac Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.29% | 126.65 ($143.47) 164.06 | $150.29 | 4.75% | Sold Out | 0 | -4,033 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Add Add | +0.28% | 71.24 ($78.48) 83.64 | $95.39 | 21.55% | Add 48.64% | 24,165 | 7,908 |
Aspen Investment Management Inc Total Holding History ($B)
Aspen Investment Management Inc's Asset Allocation
Aspen Investment Management Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Aspen Investment Management Inc's Hypothetical Growth since 2025-03-31
Aspen Investment Management Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aspen Investment Management Inc's Holdings Heat Map
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Aspen Investment Management Inc's Holdings Bubble Chart
Aspen Investment Management Inc News
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