Aspen Wealth Strategies, LLC Sells in Q4 2025

Aspen Wealth Strategies, LLC

  • $183 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-63.6K
- 38.96%
N/A
99.6K $10.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-141K
- 22.35%
$31.41 - $33.69 $4.41M - $4.74M
488K $15.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.86K
- 11.42%
$656.2 - $690.71 $2.53M - $2.66M
29.9K $20.5B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.51K
- 8.01%
$100.68 - $106.15 $454K - $478K
51.7K $5.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.63K
- 18.18%
$50.55 - $50.74 $386K - $387K
34.4K $1.74B
MSFT
Microsoft Corp

Technology
-3
- 0.05%
$496.82 - $542.07 $1.49K - $1.63K
6.33K $3.06B
HD
Home Depot, Inc.

Consumer Cyclical
-61
- 2.69%
$358.03 - $397.02 $21.8K - $24.2K
2.21K $761M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-7.7K
- 37.85%
$18.14 - $18.51 $140K - $143K
12.6K $230M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.16%
$609.01 - $751.67 $1.22K - $1.5K
1.27K $839M
COP
Conocophillips

Energy
-661
- 9.78%
$85.66 - $95.46 $56.6K - $63.1K
6.1K $571M
T
At&T Inc.

Communication Services
-205
- 1.74%
$24.44 - $27.55 $5.01K - $5.65K
11.6K $288M
ITB
Ishares Tr

ETFs
-144
- 6.07%
$97.11 - $109.24 $14K - $15.7K
2.23K $215M
ABBV
Abb Vie Inc.

Healthcare
-28
- 0.28%
$211.96 - $244.38 $5.93K - $6.84K
9.87K $2.25B
NOC
Northrop Grumman Corp

Industrials
-1
- 0.11%
$558.0 - $637.95 $558 - $638
882 $503M
ABT
Abbott Laboratories

Healthcare
-40
- 1.65%
$123.62 - $134.59 $4.94K - $5.38K
2.38K $298M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-246
- 4.72%
$50.56 - $50.76 $12.4K - $12.5K
4.96K $251M
SUB
Ishares Short Term National Mu

ETFs
-120
- 1.96%
$106.22 - $106.81 $12.7K - $12.8K
6.01K $641M
SBUX
Starbucks Corp

Consumer Cyclical
-95
- 1.35%
$78.46 - $87.26 $7.45K - $8.29K
6.95K $585M
V
Visa Inc.

Financial Services
-92
- 3.67%
$325.75 - $352.42 $30K - $32.4K
2.41K $846M
SHYD
Vaneck Short High Yield Muni E

ETFs
-223
- 1.89%
$22.74 - $22.89 $5.07K - $5.1K
11.6K $265M
SIXH
Exchange Trd Con Tr Etc 6 Meri

ETFs
-93
- 1.22%
$37.56 - $38.71 $3.49K - $3.6K
7.52K $295M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-234
- 3.27%
$82.92 - $88.2 $19.4K - $20.6K
6.92K $623M
AGNC
Agnc Investment Corp.

Real Estate
-39
- 0.14%
$9.88 - $10.34 $385 - $403
28.7K $308M
MS
Morgan Stanley

Financial Services
-20
- 0.71%
$151.86 - $169.92 $3.04K - $3.4K
2.8K $497M
JPM
Jpmorgan Chase & CO

Financial Services
-6
- 0.07%
$294.11 - $320.41 $1.76K - $1.92K
8.17K $2.63B
C
Citigroup Inc

Financial Services
-28
- 0.72%
$93.93 - $102.87 $2.63K - $2.88K
3.87K $452M
CSCO
Cisco Systems, Inc.

Technology
-2
- 0.01%
$67.46 - $78.0 $135 - $156
14.1K $1.09B
AAPL
Apple Inc.

Technology
-179
- 1.79%
$245.27 - $275.25 $43.9K - $49.3K
9.79K $2.66B
COF
Capital One Financial Corp

Financial Services
-5
- 0.1%
$201.01 - $225.01 $1.01K - $1.13K
5.11K $1.24B
AVGO
Broadcom Inc.

Technology
-60
- 0.26%
$324.63 - $385.98 $19.5K - $23.2K
23.3K $8.05B
GOOGL
Alphabet Inc.

Communication Services
-26
- 0.19%
$236.57 - $291.31 $6.15K - $7.57K
13.7K $4.3B
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
Track This Portfolio

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email