Aspen Investment Management Inc Reduced Holdings in Q4 2024

Aspen Investment Management Inc

  • $215 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-5.32K
- 47.68%
$236.59 - $257.5 $1.26M - $1.37M
5.84K $1.41M
SPYG
Spdr Portfolio

ETFs
-11.9K
- 31.2%
$81.74 - $91.38 $976K - $1.09M
26.3K $2.31M
IEFA
Ishares Tr

ETFs
-349
- 0.44%
$70.06 - $77.43 $24.5K - $27K
78.6K $5.52M
JNJ
Johnson & Johnson

Healthcare
-1.44K
- 11.82%
$143.34 - $165.86 $206K - $238K
10.7K $1.55M
CSX
Csx Corp

Industrials
-6.97K
- 11.3%
$31.58 - $36.88 $220K - $257K
54.7K $1.77M
PEP
Pepsico Inc

Consumer Defensive
-687
- 4.89%
$151.29 - $176.1 $104K - $121K
13.4K $2.03M
AMGN
Amgen Inc

Healthcare
-15
- 0.27%
$258.78 - $328.31 $3.88K - $4.92K
5.54K $1.44M
LLY
Eli Lilly & CO

Healthcare
-257
- 21.71%
$727.2 - $932.06 $187K - $240K
927 $716K
IEMG
Ishares Inc

ETFs
-3.9K
- 25.69%
N/A
11.3K $589K
ABBV
Abb Vie Inc.

Healthcare
-830
- 16.32%
$164.99 - $203.87 $137K - $169K
4.26K $756K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-126
- 0.8%
$59.25 - $72.99 $7.47K - $9.2K
15.7K $937K
LMT
Lockheed Martin Corp

Industrials
-55
- 2.79%
$479.66 - $614.62 $26.4K - $33.8K
1.92K $933K
MSFT
Microsoft Corp

Technology
-65
- 0.36%
$406.35 - $454.46 $26.4K - $29.5K
17.8K $7.51M
PFE
Pfizer Inc

Healthcare
-4.73K
- 27.33%
$24.8 - $30.19 $117K - $143K
12.6K $334K
XOM
Exxon Mobil Corp

Energy
-150
- 1.07%
$105.51 - $125.37 $15.8K - $18.8K
13.9K $1.5M
HD
Home Depot, Inc.

Consumer Cyclical
-76
- 1.22%
$385.02 - $431.37 $29.3K - $32.8K
6.17K $2.4M
CAT
Caterpillar Inc

Industrials
-110
- 3.58%
$360.37 - $416.88 $39.6K - $45.9K
2.97K $1.08M
AMAT
Applied Materials Inc

Technology
-15
- 0.52%
$161.44 - $213.89 $2.42K - $3.21K
2.88K $468K
TT
Trane Technologies PLC

Industrials
-30
- 0.57%
$369.35 - $419.14 $11.1K - $12.6K
5.26K $1.94M
INTC
Intel Corp

Technology
-1.44K
- 7.11%
$19.07 - $26.23 $27.4K - $37.6K
18.7K $376K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-93
- 0.43%
$44.04 - $49.49 $4.1K - $4.6K
21.3K $939K
HCA
Hca Healthcare, Inc.

Healthcare
-25
- 3.45%
$297.52 - $415.61 $7.44K - $10.4K
699 $210K
TXN
Texas Instruments Inc

Technology
-60
- 1.62%
N/A
3.64K $682K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-2.53K
- 6.11%
$19.27 - $20.9 $48.7K - $52.8K
38.8K $766K
WM
Waste Management Inc

Industrials
-140
- 1.67%
$201.79 - $228.46 $28.3K - $32K
8.22K $1.66M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-259
- 1.13%
$26.63 - $30.23 $6.9K - $7.83K
22.7K $605K
ITW
Illinois Tool Works Inc

Industrials
-45
- 0.72%
$253.56 - $278.5 $11.4K - $12.5K
6.19K $1.57M
CVX
Chevron Corp

Energy
-232
- 2.29%
$141.15 - $162.53 $32.7K - $37.7K
9.92K $1.44M
DUK
Duke Energy Corp

Utilities
-179
- 3.55%
$105.76 - $120.76 $18.9K - $21.6K
4.87K $525K
GE
General Electric CO

Industrials
-50
- 2.29%
$159.95 - $194.23 $8K - $9.71K
2.13K $355K
MDT
Medtronic PLC

Healthcare
-97
- 2.3%
$79.61 - $92.24 $7.72K - $8.95K
4.12K $329K
PG
Procter & Gamble CO

Consumer Defensive
-24
- 0.33%
$161.05 - $179.7 $3.87K - $4.31K
7.35K $1.23M
ABT
Abbott Laboratories

Healthcare
-305
- 3.85%
$111.93 - $119.39 $34.1K - $36.4K
7.63K $863K
HBAN
Huntington Bancshares Inc

Financial Services
-13K
- 11.78%
$14.18 - $18.2 $184K - $236K
97K $1.58M
ORCL
Oracle Corp

Technology
-100
- 3.25%
$165.41 - $192.43 $16.5K - $19.2K
2.97K $495K
DE
Deere & CO

Industrials
-35
- 3.65%
$389.45 - $466.0 $13.6K - $16.3K
925 $392K
MET
Metlife Inc

Financial Services
-10
- 0.14%
$78.15 - $88.25 $782 - $883
7.25K $593K
JCI
Johnson Controls International PLC

Industrials
-193
- 1.26%
$74.23 - $86.6 $14.3K - $16.7K
15.1K $1.19M
TRV
Travelers Companies, Inc.

Financial Services
-18
- 1.18%
$225.97 - $266.66 $4.07K - $4.8K
1.5K $362K
DIS
Walt Disney CO

Communication Services
-146
- 4.89%
$92.39 - $117.6 $13.5K - $17.2K
2.84K $316K
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 0.79%
$570.51 - $610.59 $25.7K - $27.5K
5.68K $3.35M
FICO
Fair Isaac Corp

Technology
-10
- 0.7%
$1911.01 - $2382.4 $19.1K - $23.8K
1.42K $2.83M
ADP
Automatic Data Processing Inc

Industrials
-53
- 1.03%
$280.08 - $307.97 $14.8K - $16.3K
5.12K $1.5M
EW
Edwards Lifesciences Corp

Healthcare
-265
- 2.44%
$64.54 - $75.92 $17.1K - $20.1K
10.6K $786K
WFC
Wells Fargo & Company

Financial Services
-4
- 0.04%
$54.98 - $77.35 $220 - $309
9.48K $666K
AAPL
Apple Inc.

Technology
-187
- 1.09%
$221.69 - $259.02 $41.5K - $48.4K
17K $4.27M
JPM
Jpmorgan Chase & CO

Financial Services
-143
- 0.79%
$205.18 - $250.29 $29.3K - $35.8K
18K $4.33M
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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