Aspen Investment Management Inc Purchases in Q4 2024

Aspen Investment Management Inc

  • $215 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOCU
Docusign, Inc.

Technology
9.64K
+ 258.1%
$61.42 - $106.99 $592K - $1.03M
13.4K $1.2M
GLW
Corning Inc

Technology
19K
+ 388.2%
$44.11 - $49.76 $837K - $945K
23.9K $1.13M
XLI
Industrial Sector Spdr

ETFs
6.12K
+ 47.58%
$131.76 - $143.99 $806K - $881K
19K $2.5M
WMT
Walmart Inc.

Consumer Defensive
1.77K
+ 4.0%
$79.1 - $95.7 $140K - $169K
45.9K $4.15M
FTSL
First Trust Senior Ln Fund

ETFs
12K
+ 17.22%
$45.9 - $46.48 $551K - $558K
81.7K $3.78M
IWM
Ishares Russell 2000 ETF

ETFs
2.53K
+ 7.17%
$216.13 - $242.4 $546K - $612K
37.7K $8.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
229
+ 0.68%
$567.81 - $607.81 $130K - $139K
33.7K $19.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.1K
+ 14.11%
$51.54 - $52.55 $626K - $638K
98.1K $5.07M
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 0.16%
$180.88 - $232.93 $4.52K - $5.82K
16.1K $3.52M
GS
Goldman Sachs Group Inc

Financial Services
59
+ 0.98%
$486.1 - $608.57 $28.7K - $35.9K
6.09K $3.49M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.22K
New
$275.15 - $388.2 $337K - $475K
1.22K $419K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
22.1K
+ 22.74%
$20.08 - $20.61 $443K - $455K
119K $2.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
659
+ 28.83%
$563.99 - $620.12 $372K - $409K
2.95K $1.68M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.5K
+ 13.27%
$19.42 - $19.76 $378K - $385K
166K $3.24M
COST
Costco Wholesale Corp

Consumer Defensive
353
+ 89.82%
$873.59 - $994.69 $308K - $351K
746 $684K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.59K
+ 19.23%
$77.25 - $91.3 $200K - $236K
16.1K $1.37M
V
Visa Inc.

Financial Services
76
+ 1.07%
$273.87 - $320.91 $20.8K - $24.4K
7.15K $2.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.3K
+ 17.6%
$19.38 - $19.58 $317K - $320K
109K $2.12M
GOOGL
Alphabet Inc.

Communication Services
142
+ 1.23%
$161.86 - $196.66 $23K - $27.9K
11.7K $2.21M
PANW
Palo Alto Networks Inc

Technology
1.59K
New
$181.96 - $405.9 $290K - $647K
1.59K $290K
SCHW
Schwab Charles Corp

Financial Services
1.89K
+ 13.12%
$63.31 - $82.85 $119K - $156K
16.3K $1.2M
MAR
Marriott International Inc

Consumer Cyclical
712
+ 40.04%
$246.06 - $292.59 $175K - $208K
2.49K $695K
MRVL
Marvell Technology, Inc.

Technology
426
+ 9.34%
$70.31 - $124.78 $30K - $53.2K
4.99K $551K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.1K
+ 7.88%
$17.65 - $18.18 $302K - $311K
234K $4.15M
MHO
M/I Homes, Inc.

Consumer Cyclical
2.08K
+ 110.64%
$132.44 - $174.81 $275K - $364K
3.96K $526K
C
Citigroup Inc

Financial Services
2.89K
New
$61.31 - $72.5 $177K - $209K
2.89K $203K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.41K
+ 4.17%
$174.22 - $187.62 $420K - $453K
60.3K $10.6M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.4K
New
$9.71 - $15.34 $101K - $160K
10.4K $138K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.52K
+ 6.4%
$51.33 - $53.74 $386K - $404K
125K $6.44M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.0%
$52.45 - $60.02 $52.5 - $60
20.1K $1.19M
XLU
Utilities Sector Spdr

ETFs
2.77K
+ 13.63%
$74.89 - $82.93 $207K - $229K
23.1K $1.75M
NVDA
Nvidia Corp

Technology
35
+ 0.48%
$117.0 - $148.88 $4.1K - $5.21K
7.33K $984K
GOOG
Alphabet Inc.

Communication Services
60
+ 1.7%
$163.08 - $198.16 $9.78K - $11.9K
3.6K $685K
AXP
American Express CO

Financial Services
1
+ 0.03%
$267.35 - $305.57 $267 - $306
3.32K $984K
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.8K
+ 205.71%
$22.4 - $68.28 $1.12M - $3.4M
74K $1.72M
META
Meta Platforms, Inc.

Communication Services
89
+ 6.21%
$554.08 - $632.68 $49.3K - $56.3K
1.52K $892K
BK
Bank Of New York Mellon Corp

Financial Services
160
+ 1.38%
$70.82 - $81.87 $11.3K - $13.1K
11.8K $903K
MSI
Motorola Solutions, Inc.

Technology
125
+ 22.12%
$449.08 - $504.6 $56.1K - $63.1K
690 $319K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.68K
+ 3.35%
$20.6 - $20.71 $55.3K - $55.6K
82.9K $1.71M
PWR
Quanta Services, Inc.

Industrials
60
+ 3.76%
$296.05 - $346.6 $17.8K - $20.8K
1.65K $523K
BSX
Boston Scientific Corp

Healthcare
35
+ 0.49%
$83.62 - $91.5 $2.93K - $3.2K
7.2K $643K
SYK
Stryker Corp

Healthcare
133
+ 2.95%
$345.14 - $392.15 $45.9K - $52.2K
4.65K $1.67M
ETN
Eaton Corp PLC

Industrials
104
+ 3.38%
$326.96 - $377.52 $34K - $39.3K
3.18K $1.05M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
191
+ 5.11%
$58.39 - $67.04 $11.2K - $12.8K
3.93K $249K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.99K
+ 300.37%
$25.93 - $105.3 $233K - $947K
12K $334K
SCHA
Schwab Strategic Tr Us Small C

ETFs
38.7K
+ 101.3%
$25.33 - $51.16 $980K - $1.98M
76.9K $1.99M
IBM
International Business Machines Corp

Technology
110
+ 1.89%
$204.9 - $238.04 $22.5K - $26.2K
5.93K $1.3M
AIG
American International Group, Inc.

Financial Services
246
+ 4.97%
$70.0 - $79.22 $17.2K - $19.5K
5.2K $378K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
378
+ 0.65%
$33.7 - $37.69 $12.7K - $14.2K
58.6K $2.01M
Activity Summary
Buys All Purchases 65 New Holdings 4 Increased Positions 61 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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