HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
30,808 | +2,565 | $16,116 |
| SPY | 30,808 | +2,565 | $16,116 |
| MICROSOFT CORP |
18,735 | -38 | $7,882 |
| MSFT | 18,735 | -38 | $7,882 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
45,520 | +3,398 | $7,710 |
| RSP | 45,520 | +3,398 | $7,710 |
| ISHARES TR (IWM) |
29,077 | +34 | $6,115 |
| IWM | 29,077 | +34 | $6,115 |
| ISHARES TR (IEFA) |
78,308 | +1,349 | $5,812 |
| IEFA | 78,308 | +1,349 | $5,812 |
| ISHARES TR (IGIB) |
109,750 | +12,051 | $5,663 |
| IGIB | 109,750 | +12,051 | $5,663 |
| FIRST TR EXCH TRADED FD III (FPE) |
214,872 | +1,319 | $3,722 |
| FPE | 214,872 | +1,319 | $3,722 |
| JPMORGAN CHASE & CO |
18,433 | -83 | $3,692 |
| JPM | 18,433 | -83 | $3,692 |
| ISHARES TR (IGSB) |
71,928 | +8,187 | $3,688 |
| IGSB | 71,928 | +8,187 | $3,688 |
| FIRST TR EXCHANGE TRADED FD (FTSL) |
74,730 | -13,244 | $3,453 |
| FTSL | 74,730 | -13,244 | $3,453 |
| APPLE INC |
18,840 | +835 | $3,231 |
| AAPL | 18,840 | +835 | $3,231 |
| ISHARES TR (IVV) |
5,736 | +35 | $3,015 |
| IVV | 5,736 | +35 | $3,015 |
| AMAZON COM INC |
16,127 | +903 | $2,909 |
| AMZN | 16,127 | +903 | $2,909 |
| INVESCO EXCH TRD SLF IDX FD |
148,230 | +16,850 | $2,859 |
| BSCR | 148,230 | +16,850 | $2,859 |
| SPDR SER TR (SPYG) |
36,909 | -12,739 | $2,700 |
| SPYG | 36,909 | -12,739 | $2,700 |
| WALMART INC |
43,567 | +28,854 | $2,621 |
| WMT | 43,567 | +28,854 | $2,621 |
| PIMCO ETF TR (HYS) |
27,499 | -56 | $2,571 |
| HYS | 27,499 | -56 | $2,571 |
| GOLDMAN SACHS GROUP INC |
6,016 | -105 | $2,513 |
| GS | 6,016 | -105 | $2,513 |
| PEPSICO INC |
14,040 | -247 | $2,458 |
| PEP | 14,040 | -247 | $2,458 |
| HOME DEPOT INC |
6,264 | -135 | $2,403 |
| HD | 6,264 | -135 | $2,403 |
| CSX CORP |
62,838 | -1,049 | $2,329 |
| CSX | 62,838 | -1,049 | $2,329 |
| VANGUARD INDEX FDS (VNQ) |
23,619 | -538 | $2,043 |
| VNQ | 23,619 | -538 | $2,043 |
| JOHNSON & JOHNSON |
12,850 | +31 | $2,033 |
| JNJ | 12,850 | +31 | $2,033 |
| INVESCO EXCH TRD SLF IDX FD |
97,190 | +2,200 | $1,951 |
| BSCS | 97,190 | +2,200 | $1,951 |
| WISDOMTREE TR |
59,308 | -448 | $1,938 |
| DES | 59,308 | -448 | $1,938 |
| FAIR ISAAC CORP |
1,540 | -50 | $1,924 |
| FICO | 1,540 | -50 | $1,924 |
| VISA INC |
6,677 | -190 | $1,864 |
| V | 6,677 | -190 | $1,864 |
| SCHWAB STRATEGIC TR |
36,474 | +377 | $1,796 |
| SCHA | 36,474 | +377 | $1,796 |
| WASTE MGMT INC DEL |
8,302 | -50 | $1,770 |
| WM | 8,302 | -50 | $1,770 |
| INVESCO EXCH TRD SLF IDX FD |
91,920 | +1,375 | $1,766 |
| BSCQ | 91,920 | +1,375 | $1,766 |
| INVESCO EXCH TRD SLF IDX FD |
84,771 | -22,182 | $1,732 |
| BSCP | 84,771 | -22,182 | $1,732 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
12,466 | -147 | $1,713 |
| ICE | 12,466 | -147 | $1,713 |
| EXXON MOBIL CORP |
14,198 | -68 | $1,650 |
| XOM | 14,198 | -68 | $1,650 |
| ILLINOIS TOOL WKS INC |
6,141 | -122 | $1,648 |
| ITW | 6,141 | -122 | $1,648 |
| INTERNATIONAL BUSINESS MACHS |
8,549 | +733 | $1,633 |
| IBM | 8,549 | +733 | $1,633 |
| CHEVRON CORP NEW |
10,243 | -19 | $1,616 |
| CVX | 10,243 | -19 | $1,616 |
| AMGEN INC |
5,561 | -34 | $1,581 |
| AMGN | 5,561 | -34 | $1,581 |
| TRANE TECHNOLOGIES PLC |
5,260 | -195 | $1,579 |
| TT | 5,260 | -195 | $1,579 |
| STRYKER CORPORATION |
4,368 | +31 | $1,563 |
| SYK | 4,368 | +31 | $1,563 |
| ALPHABET INC |
10,307 | -2,360 | $1,556 |
| GOOGL | 10,307 | -2,360 | $1,556 |
| SCHWAB CHARLES CORP |
21,176 | +176 | $1,532 |
| SCHW | 21,176 | +176 | $1,532 |
| SCHWAB STRATEGIC TR |
38,971 | -371 | $1,521 |
| SCHF | 38,971 | -371 | $1,521 |
| VANGUARD INDEX FDS (VO) |
6,004 | -50 | $1,500 |
| VO | 6,004 | -50 | $1,500 |
| SCHWAB STRATEGIC TR |
23,341 | +1,961 | $1,449 |
| SCHX | 23,341 | +1,961 | $1,449 |
| BANK AMERICA CORP |
35,552 | -400 | $1,348 |
| BAC | 35,552 | -400 | $1,348 |
| HUNTINGTON BANCSHARES INC (HBAN) |
92,755 | +13,698 | $1,294 |
| HBAN | 92,755 | +13,698 | $1,294 |
| AUTOMATIC DATA PROCESSING IN |
5,168 | UNCH | $1,291 |
| ADP | 5,168 | UNCH | $1,291 |
| INTEL CORP |
27,144 | -14,759 | $1,199 |
| INTC | 27,144 | -14,759 | $1,199 |
| CATERPILLAR INC |
3,228 | -250 | $1,183 |
| CAT | 3,228 | -250 | $1,183 |
| ABBOTT LABS |
10,369 | -279 | $1,179 |
| ABT | 10,369 | -279 | $1,179 |
See Full List: All Stocks Held By Aspen Investment Management Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Aspen Investment Management Inc
|
Size ($ in 1000's)
At 03/31/2024: $196,899 At 12/31/2023: $178,983 Aspen Investment Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aspen Investment Management Inc 13F filings. Link to 13F filings: SEC filings |
