Aspen Grove Capital, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $472 Billion distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $85B, Spdr S&P 500 ETF Trust with a value of $36.6B, Ishares Core S&P 500 ETF with a value of $25.3B, Vanguard Total Stock Market Et with a value of $18.4B, and Apple Inc. with a value of $18B.
Examining the 13F form we can see an increase of $19.1B in the current position value, from $452B to 472B.
Aspen Grove Capital, LLC is based out at Avon, CO
Below you can find more details about Aspen Grove Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$472 Billion
ETFs: $208 Billion
Consumer Cyclical: $112 Billion
Technology: $49.6 Billion
Financial Services: $42.5 Billion
Communication Services: $24.8 Billion
Healthcare: $18.6 Billion
Energy: $4.97 Billion
Industrials: $3.14 Billion
Other: $4.95 Billion
Stock Holdings Table Market Cap. of $200 Billions or more