Aspen Wealth Strategies, LLC Purchases and Sells in Q4 2024

Aspen Wealth Strategies, LLC

$156 Billion
Q4 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	763 + 5.65%	$161.86 - $196.66 $123K - $150K	14.3K $2.7B
SVOL	16.5K + 74.52%	$20.4 - $21.93 $337K - $362K	38.7K $805M
AGGH	16.4K + 55.82%	$20.35 - $21.68 $334K - $356K	45.9K $946M
AAPL	97 + 0.61%	$221.69 - $259.02 $21.5K - $25.1K	16.1K $4.02B
AMZN	87 + 1.25%	$180.88 - $232.93 $15.7K - $20.3K	7.05K $1.55B
SCHO	122K + 112.34%	$24.06 - $48.88 $2.93M - $5.95M	230K $5.54B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	30.9K New	$50.62 - $50.97 $1.56M - $1.57M	30.9K $1.57B
KCE	10.9K New	$124.2 - $148.51 $1.36M - $1.63M	10.9K $1.51B
MCHI	7.61K New	$46.1 - $59.67 $351K - $454K	7.61K $357M
PHO	4.5K New	$65.79 - $72.14 $296K - $324K	4.5K $296M
DEM	6.03K New	$40.41 - $45.12 $244K - $272K	6.03K $244M
C	2.96K New	$61.31 - $72.5 $181K - $214K	2.96K $208M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	-6.62K - 2.94%	N/A	218K $20.3B
VTV	-3.68K - 3.84%	$168.32 - $181.87 $619K - $669K	92.2K $15.6B
COP	-3.16K - 32.7%	$95.12 - $114.72 $301K - $363K	6.51K $645M
IVV	-1.18K - 3.67%	$570.51 - $610.59 $673K - $720K	30.9K $18.2B
CHTR	-682 - 49.96%	$315.38 - $408.02 $215K - $278K	683 $234M
JPST	-2.75K - 10.18%	$50.37 - $50.6 $139K - $139K	24.3K $1.22B

Activity Summary All Purchases 45 New Holdings 7 Increased Positions 38 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.