Aspen Investment Management Inc Portfolio Holdings

Aspen Investment Management Inc

  • $259 Million
  • Q3 2025

Aspen Investment Management Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $259 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $23.5M, Invesco S&P 500 Equal Weight E with a value of $12M, Microsoft Corp with a value of $8.84M, Ishares Russell 2000 ETF with a value of $8.82M, and Ishares Tr with a value of $8.46M.

Examining the 13F form we can see an increase of $21M in the current position value, from $238M to 259M.

Aspen Investment Management Inc is based out at Grand Rapids, MI

Below you can find more details about Aspen Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $259 Million
ETFs: $142 Million
Technology: $31.4 Million
Financial Services: $25.9 Million
Industrials: $17.8 Million
Healthcare: $11.3 Million
Consumer Defensive: $9.86 Million
Consumer Cyclical: $6.31 Million
Energy: $5.63 Million
Other: $6.88 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.5 Million 9.09% of portfolio
35,310
Q3 2025 Added 4.76%
$0
$12 Million 4.63% of portfolio
63,110
Q3 2025 Added 2.45%
$3.78T
$8.84 Million 3.42% of portfolio
17,067
Q3 2025 Added 3.37%
$0
$8.82 Million 3.41% of portfolio
36,451
Q3 2025 Added 5.91%
$0
$8.46 Million 3.27% of portfolio
96,923
Q3 2025 Added 8.94%
$0
$7.82 Million 3.02% of portfolio
144,631
Q3 2025 Added 8.3%
$0
$6.89 Million 2.66% of portfolio
129,869
Q3 2025 Added 11.95%
$881B
$5.78 Million 2.23% of portfolio
18,316
Q3 2025 Added 2.34%
$265B
$4.81 Million 1.86% of portfolio
6,037
Q3 2025 Added 1.92%
$279B
$4.55 Million 1.76% of portfolio
44,192
Q3 2025 Reduced 5.76%
$0
$4.46 Million 1.72% of portfolio
244,378
Q3 2025 Added 1.3%
$0
$3.88 Million 1.5% of portfolio
5,800
Q3 2025 Added 0.14%
$4.3T
$3.85 Million 1.49% of portfolio
15,135
Q3 2025 Reduced 6.03%
$0
$3.84 Million 1.48% of portfolio
83,755
Q3 2025 Reduced 0.48%
$0
$3.79 Million 1.46% of portfolio
192,345
Q3 2025 Reduced 0.5%
$0
$3.4 Million 1.31% of portfolio
37,180
Q3 2025 Added 2.05%
$102B
$3.32 Million 1.28% of portfolio
23,192
Q3 2025 Reduced 20.65%
$2.39T
$3.2 Million 1.24% of portfolio
14,573
Q3 2025 Added 12.5%
$0
$2.83 Million 1.1% of portfolio
150,655
Q3 2025 Added 1.0%
$1.65T
$2.8 Million 1.08% of portfolio
11,526
Q3 2025 Added 14.68%
$0
$2.72 Million 1.05% of portfolio
139,045
Q3 2025 Reduced 1.59%
$0
$2.72 Million 1.05% of portfolio
30,435
Q3 2025 Reduced 5.36%
$0
$2.69 Million 1.04% of portfolio
28,125
Q3 2025 Added 2.13%
$0
$2.58 Million 1.0% of portfolio
4,294
Q3 2025 Added 20.48%
$367B
$2.49 Million 0.96% of portfolio
6,154
Q3 2025 Reduced 0.29%
$533B
$2.49 Million 0.96% of portfolio
7,303
Q3 2025 Reduced 1.31%
$0
$2.49 Million 0.96% of portfolio
28,579
Q3 2025 Added 1.49%
$130B
$2.32 Million 0.9% of portfolio
6,518
Q3 2025 Reduced 6.59%
$167B
$2.33 Million 0.9% of portfolio
24,364
Q3 2025 Reduced 0.43%
$84.9B
$2.25 Million 0.87% of portfolio
13,341
Q3 2025 Added 1.69%
$69.4B
$2.23 Million 0.86% of portfolio
27,203
Q3 2025 Added 7.89%
$0
$2.23 Million 0.86% of portfolio
79,895
Q3 2025 Added 0.16%
$96.9B
$2.2 Million 0.85% of portfolio
5,222
Q3 2025 Added 1.85%
$0
$2.01 Million 0.78% of portfolio
76,304
Q3 2025 Added 0.16%
$44B
$2 Million 0.77% of portfolio
1,337
Q3 2025 Added 3.08%
$266B
$1.96 Million 0.76% of portfolio
6,960
Q3 2025 Reduced 1.68%
$0
$1.96 Million 0.76% of portfolio
58,322
Q3 2025 Reduced 0.42%
$136B
$1.93 Million 0.75% of portfolio
5,220
Q3 2025 Added 1.81%
$85.9B
$1.92 Million 0.74% of portfolio
8,714
Q3 2025 Added 2.13%
$522B
$1.78 Million 0.69% of portfolio
9,570
Q3 2025 Added 2.75%
$0
$1.74 Million 0.67% of portfolio
74,805
Q2 2025 Reduced 0.12%
$204B
$1.74 Million 0.67% of portfolio
12,376
Q3 2025 Reduced 8.97%
$490B
$1.7 Million 0.66% of portfolio
15,109
Q3 2025 Added 2.45%
$0
$1.7 Million 0.66% of portfolio
5,802
Q2 2025 Reduced 0.09%
$73.4B
$1.71 Million 0.66% of portfolio
48,183
Q3 2025 Added 0.0%
$413B
$1.71 Million 0.66% of portfolio
33,171
Q3 2025 Reduced 4.19%
$81.8B
$1.66 Million 0.64% of portfolio
15,080
Q2 2025 Reduced 1.63%
$74.9B
$1.61 Million 0.62% of portfolio
6,161
Q3 2025 Reduced 2.9%
$104B
$1.61 Million 0.62% of portfolio
5,487
Q2 2025 Added 1.48%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $259 Million
  • Prior Value $238 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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