Aspen Wealth Strategies, LLC Incresed Positions in Q4 2025

Aspen Wealth Strategies, LLC

  • $183 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
41.3K
+ 35.96%
$86.09 - $89.88 $3.56M - $3.72M
156K $14B
VHT
Vanguard Health Care ETF

ETFs
8.62K
+ 432.66%
$264.7 - $283.93 $2.28M - $2.45M
10.6K $3.06B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.6K
+ 999.06%
$76.84 - $80.86 $2.12M - $2.23M
30.3K $2.43B
VTV
Vanguard Value ETF

ETFs
5.81K
+ 5.72%
$182.87 - $189.72 $1.06M - $1.1M
107K $20.5B
CTA
Simplify Exch Traded Fds Simpl

ETFs
58.4K
+ 29.44%
$26.88 - $29.21 $1.57M - $1.71M
257K $7B
AIQ
Global X Funds Global X Artifi

ETFs
23.7K
+ 84.53%
$48.93 - $53.56 $1.16M - $1.27M
51.7K $2.63B
Fidelity Covington Trust
12.8K
+ 7.21%
N/A
191K $6.93B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.5K
+ 7.99%
$71.9 - $75.9 $396K - $418K
74.4K $5.57B
VBR
Vanguard Small Cap Value ETF

ETFs
1.09K
+ 6.38%
$201.42 - $211.15 $219K - $230K
18.1K $3.84B
TER
Teradyne, Inc

Technology
102
+ 2.43%
$132.08 - $187.59 $13.5K - $19.1K
4.3K $831M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.96K
+ 11.85%
$45.54 - $46.2 $89.1K - $90.4K
18.5K $843M
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 0.36%
$213.04 - $254.0 $5.33K - $6.35K
6.96K $1.61B
RIO
Rio Tinto PLC

Basic Materials
7
+ 0.13%
$65.44 - $72.58 $458 - $508
5.58K $446M
MUB
Ishares National Muni Bond ETF

ETFs
673
+ 12.88%
$106.36 - $107.61 $71.6K - $72.4K
5.9K $632M
SLB
Schlumberger Limited

Energy
70
+ 0.46%
$31.72 - $37.61 $2.22K - $2.63K
15.4K $591M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.19K
+ 16.12%
$26.44 - $27.53 $58K - $60.4K
15.8K $433M
UAL
United Airlines Holdings, Inc.

Industrials
9
+ 0.23%
$90.77 - $104.05 $817 - $936
3.92K $438M
MRK
Merck & Co., Inc.

Healthcare
27
+ 1.09%
$82.49 - $92.93 $2.23K - $2.51K
2.51K $265M
NEE
Nextera Energy Inc

Utilities
15
+ 0.26%
$78.18 - $86.03 $1.17K - $1.29K
5.73K $460M
XOM
Exxon Mobil Corp

Energy
23
+ 0.71%
$110.64 - $119.78 $2.54K - $2.75K
3.25K $391M
VEA
Vanguard Ftse Developed Market

ETFs
222
+ 4.56%
$59.18 - $62.09 $13.1K - $13.8K
5.09K $318M
DE
Deere & CO

Industrials
1
+ 0.03%
$439.11 - $480.78 $439 - $481
2.96K $1.38B
BHP
Bhp Group LTD

Basic Materials
43
+ 1.03%
$53.62 - $57.96 $2.31K - $2.49K
4.2K $254M
QCOM
Qualcomm Inc

Technology
10
+ 0.43%
$153.59 - $187.68 $1.54K - $1.88K
2.35K $401M
JEPI
J P Morgan Exchange Traded Fd

ETFs
174
+ 4.5%
$56.0 - $57.6 $9.74K - $10K
4.04K $231M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
148
+ 1.19%
$49.98 - $50.59 $7.4K - $7.49K
12.6K $634M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
426
+ 2.72%
$20.66 - $21.02 $8.8K - $8.95K
16.1K $333M
BA
Boeing CO

Industrials
6
+ 0.2%
$191.81 - $225.32 $1.15K - $1.35K
3.03K $658M
MDT
Medtronic PLC

Healthcare
13
+ 0.41%
$90.06 - $98.43 $1.17K - $1.28K
3.2K $307M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.24%
$475.68 - $513.11 $1.43K - $1.54K
1.27K $639M
PFE
Pfizer Inc

Healthcare
100
+ 0.99%
$24.23 - $27.37 $2.42K - $2.74K
10.2K $254M
VPU
Vanguard Utilities ETF

ETFs
9
+ 0.34%
$190.8 - $202.04 $1.72K - $1.82K
2.69K $497M
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.68%
$225.0 - $247.99 $2.03K - $2.23K
1.34K $323M
UNH
Unitedhealth Group Inc

Healthcare
9
+ 0.63%
$320.52 - $369.92 $2.88K - $3.33K
1.43K $472M
CVX
Chevron Corp

Energy
2
+ 0.02%
$148.9 - $157.72 $298 - $315
8.44K $1.29B
DUK
Duke Energy Corp

Utilities
3
+ 0.05%
$121.57 - $129.03 $365 - $387
5.97K $700M
VZ
Verizon Communications Inc

Communication Services
99
+ 0.65%
$38.4 - $43.83 $3.8K - $4.34K
15.4K $627M
PEAK
Healthpeak Properties, Inc.

Real Estate
108
+ 0.65%
N/A
16.7K $269M
APD
Air Products & Chemicals, Inc.

Basic Materials
28
+ 0.79%
$237.56 - $271.47 $6.65K - $7.6K
3.59K $887M
XEL
Xcel Energy Inc

Utilities
8
+ 0.06%
$79.6 - $81.85 $637 - $655
13.8K $1.02B
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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