Aspen Investment Management Inc
CIK Number: 0001541596
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 597.18 | -0.06% | 33.67K | +0.68% | 19.73M | 321.87 | 9.16% |
| 2 | RSP | Invesco S&P 500... | 177.29 | -0.03% | 60.26K | +4.17% | 10.56M | 146.26 | 4.90% |
| 3 | IWM | iShares Russell... | 209.53 | +0.47% | 37.75K | +7.17% | 8.34M | 156.33 | 3.87% |
| 4 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 17.83K | -0.36% | 7.51M | 88.68 | 3.49% |
| 5 | IGIB | iShares 5-10 Ye... | 52.55 | +0.08% | 124.97K | +6.40% | 6.44M | 51.45 | 2.99% |
| 6 | IEFA | iShares Core MS... | 81.08 | +0.21% | 78.6K | -0.44% | 5.52M | 63.84 | 2.56% |
| 7 | IGSB | iShares 1-5 Yea... | 52.38 | +0.06% | 98.14K | +14.11% | 5.07M | 51.83 | 2.36% |
| 8 | JPM | JPMorgan Chase ... | 273.87 | +1.61% | 18.05K | -0.79% | 4.33M | 81.29 | 2.01% |
| 9 | AAPL | Apple Inc. | 196.65 | +0.51% | 17.04K | -1.09% | 4.27M | 60.39 | 1.98% |
| 10 | FPE | First Trust Pre... | 17.73 | +0.10% | 234.34K | +7.88% | 4.15M | 18.48 | 1.93% |
| 11 | WMT | Walmart Inc. | 95.10 | +0.90% | 45.89K | +4.00% | 4.15M | 39.16 | 1.93% |
| 12 | FTSL | First Trust Sen... | 45.98 | +0.01% | 81.74K | +17.22% | 3.78M | 47.06 | 1.75% |
| 13 | AMZN | Amazon.com, Inc... | 212.83 | -0.93% | 16.06K | +0.16% | 3.52M | 104.36 | 1.64% |
| 14 | GS | The Goldman Sac... | 635.73 | +1.78% | 6.09K | +0.98% | 3.48M | 208.64 | 1.62% |
| 15 | IVV | iShares Core S&... | 598.25 | -0.09% | 5.68K | -0.79% | 3.35M | 235.28 | 1.55% |
| 16 | BSCR | Invesco BulletS... | 19.64 | +0.05% | 166.23K | +13.27% | 3.24M | 19.43 | 1.50% |
| 17 | VNQ | Vanguard Real E... | 89.86 | +0.31% | 33.05K | +8.08% | 2.94M | 88.8 | 1.37% |
| 18 | FICO | Fair Isaac Corp... | 1762.64 | -0.8% | 1.42K | -0.7% | 2.83M | 44.56 | 1.31% |
| 19 | HYS | PIMCO 0-5 Year ... | 93.84 | +0.18% | 26.86K | +1.72% | 2.52M | 98.43 | 1.17% |
| 20 | XLI | Industrial Sele... | 142.13 | -0.29% | 18.98K | +47.58% | 2.5M | 117.01 | 1.16% |
| 21 | HD | The Home Depot,... | 346.36 | -0.69% | 6.17K | -1.22% | 2.4M | 180.22 | 1.11% |
| 22 | BSCS | Invesco BulletS... | 20.43 | +0.02% | 119.17K | +22.74% | 2.4M | 20.25 | 1.11% |
| 23 | SPYG | SPDR Portfolio ... | 91.23 | -0.15% | 26.32K | -31.2% | 2.31M | 61.68 | 1.07% |
| 24 | V | Visa Inc. | 340.13 | -4.95% | 7.15K | +1.07% | 2.26M | 66.64 | 1.05% |
| 25 | GOOGL | Alphabet Inc. | 173.24 | -1.54% | 11.65K | +1.23% | 2.21M | 127.01 | 1.02% |
| 26 | BSCQ | Invesco BulletS... | 19.55 | +0.03% | 109.23K | +17.60% | 2.12M | 19.32 | 0.99% |
| 27 | PEP | PepsiCo, Inc. | 128.98 | -0.24% | 13.37K | -4.89% | 2.03M | 101.23 | 0.94% |
| 28 | DES | WisdomTree U.S.... | 31.25 | +0.50% | 58.59K | +0.65% | 2.01M | 22.27 | 0.93% |
| 29 | SCHA | Schwab U.S. Sma... | 24.64 | +0.47% | 76.86K | +101.30% | 1.99M | 17.22 | 0.92% |
| 30 | TT | Trane Technolog... | 419.48 | -0.59% | 5.26K | -0.57% | 1.94M | 120.23 | 0.90% |
| 31 | ICE | Intercontinenta... | 179.56 | -0.79% | 12.56K | +0.05% | 1.87M | 65.91 | 0.87% |
| 32 | CSX | CSX Corporation | 32.22 | +0.30% | 54.74K | -11.3% | 1.77M | 9.08 | 0.82% |
| 33 | XLU | Utilities Selec... | 80.50 | +0.19% | 23.05K | +13.63% | 1.75M | 68.98 | 0.81% |
| 34 | SCHX | Schwab U.S. Lar... | 23.65 | -0.05% | 74.04K | +205.71% | 1.72M | 12.63 | 0.80% |
| 35 | BSCP | Invesco BulletS... | 20.73 | -0.02% | 82.88K | +3.35% | 1.71M | 20.81 | 0.79% |
| 36 | MDY | SPDR S&P MIDCAP... | 553.80 | +0.32% | 2.94K | +28.83% | 1.68M | 518.22 | 0.78% |
| 37 | SYK | Stryker Corpora... | 373.25 | -0.03% | 4.65K | +2.95% | 1.67M | 129.8 | 0.78% |
| 38 | WM | Waste Managemen... | 233.14 | -0.5% | 8.22K | -1.67% | 1.66M | 71.7 | 0.77% |
| 39 | HBAN | Huntington Banc... | 15.71 | +1.52% | 97K | -11.78% | 1.58M | 13.83 | 0.73% |
| 40 | ITW | Illinois Tool W... | 241.16 | -0.01% | 6.19K | -0.72% | 1.57M | 89 | 0.73% |
| 41 | JNJ | Johnson & Johns... | 150.78 | -1.05% | 10.71K | -11.82% | 1.55M | 90.82 | 0.72% |
| 42 | VO | Vanguard Mid Ca... | 272.01 | +0.17% | 5.8K | 0.00% | 1.53M | 130.93 | 0.71% |
| 43 | BAC | Bank of America... | 45.01 | +1.75% | 34.35K | 0.00% | 1.51M | 17.89 | 0.70% |
| 44 | XOM | Exxon Mobil Cor... | 113.17 | -0.73% | 13.93K | -1.07% | 1.5M | 70.76 | 0.70% |
| 45 | ADP | Automatic Data ... | 306.50 | -0.36% | 5.12K | -1.03% | 1.5M | 58.29 | 0.69% |
| 46 | AMGN | Amgen Inc. | 289.47 | -0.2% | 5.54K | -0.27% | 1.44M | 95.75 | 0.67% |
| 47 | CVX | Chevron Corpora... | 148.11 | -0.5% | 9.92K | -2.29% | 1.44M | 114.51 | 0.67% |
| 48 | SCHF | Schwab Internat... | 21.66 | +0.21% | 76.69K | +97.26% | 1.42M | 15.49 | 0.66% |
| 49 | GLD | SPDR Gold Share... | 310.33 | -0.52% | 5.84K | -47.68% | 1.41M | 212.33 | 0.66% |
| 50 | PYPL | PayPal Holdings... | 68.50 | -3.06% | 16.06K | +19.23% | 1.37M | 67.82 | 0.64% |
| 51 | IBM | International B... | 283.05 | -0.01% | 5.92K | +1.89% | 1.3M | 152.43 | 0.60% |
| 52 | PG | The Procter & G... | 157.83 | -0.44% | 7.35K | -0.33% | 1.23M | 106.58 | 0.57% |
| 53 | DOCU | DocuSign, Inc. | 75.23 | +0.56% | 13.38K | +258.10% | 1.2M | 81.42 | 0.56% |
| 54 | SCHW | The Charles Sch... | 89.92 | +1.08% | 16.26K | +13.12% | 1.2M | 52.26 | 0.56% |
| 55 | JCI | Johnson Control... | 103.44 | -0.39% | 15.13K | -1.26% | 1.19M | 47.99 | 0.55% |
| 56 | CSCO | Cisco Systems, ... | 65.84 | +0.79% | 20.06K | +0.01% | 1.19M | 30.72 | 0.55% |
| 57 | GLW | Corning Incorpo... | 50.43 | -0.1% | 23.87K | +388.20% | 1.13M | 45.71 | 0.53% |
| 58 | WMB | The Williams Co... | 59.09 | +1.00% | 20.09K | 0.00% | 1.09M | 29.24 | 0.50% |
| 59 | NEE | NextEra Energy,... | 71.56 | -0.42% | 15.11K | +1.01% | 1.08M | 31.69 | 0.50% |
| 60 | CAT | Caterpillar Inc... | 359.65 | +0.55% | 2.97K | -3.58% | 1.08M | 119.05 | 0.50% |
| 61 | ETN | Eaton Corporati... | 333.86 | +1.01% | 3.18K | +3.38% | 1.05M | 189.13 | 0.49% |
| 62 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 7.33K | +0.48% | 984K | 93.18 | 0.46% |
| 63 | AXP | American Expres... | 296.45 | +1.24% | 3.32K | +0.03% | 984K | 64.86 | 0.46% |
| 64 | VWO | Vanguard Emergi... | 48.16 | -0.26% | 21.31K | -0.43% | 939K | 45.24 | 0.44% |
| 65 | MDLZ | Mondelez Intern... | 66.30 | -0.08% | 15.69K | -0.8% | 937K | 38.19 | 0.43% |
| 66 | LMT | Lockheed Martin... | 468.20 | -2.32% | 1.92K | -2.79% | 933K | 183.2 | 0.43% |
| 67 | EFA | iShares MSCI EA... | 87.08 | +0.13% | 12.21K | 0.00% | 923K | 50.99 | 0.43% |
| 68 | BK | The Bank of New... | 91.48 | +1.91% | 11.75K | +1.38% | 903K | 56.11 | 0.42% |
| 69 | META | Meta Platforms,... | 695.19 | -0.29% | 1.52K | +6.21% | 892K | 389.41 | 0.41% |
| 70 | XLY | Consumer Discre... | 210.37 | +0.02% | 3.92K | +93.81% | 878K | 211.98 | 0.41% |
| 71 | ABT | Abbott Laborato... | 132.35 | +0.06% | 7.63K | -3.85% | 863K | 69.31 | 0.40% |
| 72 | MRK | Merck & Co., In... | 79.28 | +1.28% | 8K | -11.95% | 796K | 77.39 | 0.37% |
| 73 | EW | Edwards Lifesci... | 73.93 | +0.90% | 10.61K | -2.44% | 786K | 40.45 | 0.36% |
| 74 | BCI | abrdn Bloomberg... | 21.77 | +0.35% | 38.79K | -6.11% | 766K | 27.5 | 0.36% |
| 75 | ABBV | AbbVie Inc. | 185.28 | -0.11% | 4.26K | -16.32% | 756K | 52.27 | 0.35% |
| 76 | IWB | iShares Russell... | 327.33 | +0.01% | 2.34K | 0.00% | 754K | 69.37 | 0.35% |
| 77 | LLY | Eli Lilly and C... | 784.39 | -0.87% | 927 | -21.71% | 716K | 583.96 | 0.33% |
| 78 | MAR | Marriott Intern... | 257.55 | +0.53% | 2.49K | +40.05% | 695K | 232.08 | 0.32% |
| 79 | GOOG | Alphabet Inc. | 174.09 | -1.77% | 3.6K | +1.70% | 685K | 121.11 | 0.32% |
| 80 | COST | Costco Wholesal... | 974.23 | -0.36% | 746 | +89.82% | 684K | 721.55 | 0.32% |
| 81 | TXN | Texas Instrumen... | 198.42 | +0.37% | 3.64K | -1.62% | 682K | 57.16 | 0.32% |
| 82 | SCHC | Schwab Internat... | 41.17 | +0.17% | 19.78K | +1.02% | 679K | 28.77 | 0.32% |
| 83 | WFC | Wells Fargo & C... | 74.74 | +3.09% | 9.48K | -0.04% | 666K | 28.6 | 0.31% |
| 84 | BSX | Boston Scientif... | 101.38 | -0.34% | 7.2K | +0.49% | 643K | 61.49 | 0.30% |
| 85 | XLK | Technology Sele... | 241.55 | +0.10% | 2.75K | 0.00% | 639K | 105.19 | 0.30% |
| 86 | SCHM | Schwab U.S. Mid... | 27.35 | +0.40% | 22.8K | +196.09% | 632K | 16.34 | 0.29% |
| 87 | GNRC | Generac Holding... | 125.38 | +1.10% | 4.03K | +0.32% | 625K | 158.87 | 0.29% |
| 88 | CMF | iShares Califor... | 55.45 | -0.15% | 10.88K | 0.00% | 623K | 57.32 | 0.29% |
| 89 | SCHE | Schwab Emerging... | 29.28 | -0.37% | 22.71K | -1.13% | 605K | 25.09 | 0.28% |
| 90 | KO | The Coca-Cola C... | 69.14 | -0.68% | 9.7K | 0.00% | 604K | 46.01 | 0.28% |
| 91 | ETD | Ethan Allen Int... | 27.23 | +1.76% | 21.3K | 0.00% | 599K | 27.58 | 0.28% |
| 92 | MET | MetLife, Inc. | 78.52 | +0.86% | 7.25K | -0.14% | 593K | 73.74 | 0.28% |
| 93 | IEMG | iShares Core MS... | 57.95 | +0.06% | 11.29K | -25.69% | 589K | 52.31 | 0.27% |
| 94 | MRVL | Marvell Technol... | 74.94 | +7.07% | 4.99K | +9.34% | 551K | 76.32 | 0.26% |
| 95 | EMLP | First Trust Nor... | 37.15 | +0.27% | 15.27K | 0.00% | 544K | 23.81 | 0.25% |
| 96 | MHO | M/I Homes, Inc. | 104.58 | +0.38% | 3.96K | +110.64% | 526K | 135.19 | 0.24% |
| 97 | DUK | Duke Energy Cor... | 114.48 | -0.27% | 4.87K | -3.55% | 525K | 64.79 | 0.24% |
| 98 | PWR | Quanta Services... | 360.41 | +0.50% | 1.65K | +3.76% | 523K | 237.23 | 0.24% |
| 99 | COP | ConocoPhillips | 93.73 | -1.85% | 5.24K | +0.02% | 519K | 74.97 | 0.24% |
| 100 | ORCL | Oracle Corporat... | 210.53 | +1.13% | 2.97K | -3.25% | 495K | 84.6 | 0.23% |
| 101 | DON | WisdomTree U.S.... | 49.10 | +0.30% | 9.63K | 0.00% | 491K | 24.62 | 0.23% |
| 102 | OEF | iShares S&P 100... | 292.46 | +0.02% | 1.7K | 0.00% | 491K | 126.73 | 0.23% |
| 103 | AMAT | Applied Materia... | 172.86 | -0.71% | 2.88K | -0.52% | 468K | 94.31 | 0.22% |
| 104 | BMY | Bristol-Myers S... | 46.84 | -0.84% | 8.21K | 0.00% | 465K | 58.71 | 0.22% |
| 105 | IRM | Iron Mountain I... | 102.69 | -0.08% | 4.13K | +2.33% | 434K | 87.87 | 0.20% |
| 106 | CRWD | CrowdStrike Hol... | 485.53 | -1.32% | 1.22K | +100.00% | 419K | 342.16 | 0.19% |
| 107 | SCHD | Schwab U.S. Div... | 26.61 | -0.39% | 14.84K | +190.98% | 405K | 25.64 | 0.19% |
| 108 | DE | Deere & Company | 524.91 | +0.34% | 925 | -3.65% | 392K | 247.17 | 0.18% |
| 109 | VIG | Vanguard Divide... | 199.06 | -0.24% | 1.94K | 0.00% | 380K | 75.76 | 0.18% |
| 110 | AIG | American Intern... | 84.29 | +0.08% | 5.2K | +4.97% | 378K | 75.9 | 0.18% |
| 111 | ELV | Elevance Health... | 375.52 | +0.09% | 1.02K | 0.00% | 377K | 476.13 | 0.17% |
| 112 | INTC | Intel Corporati... | 21.50 | +3.34% | 18.73K | -7.11% | 376K | 37.81 | 0.17% |
| 113 | MPC | Marathon Petrol... | 167.32 | -1.62% | 2.62K | 0.00% | 366K | 131.61 | 0.17% |
| 114 | TRV | The Travelers C... | 264.92 | +0.19% | 1.5K | -1.18% | 362K | 140.37 | 0.17% |
| 115 | GE | General Electri... | 235.86 | +0.05% | 2.13K | -2.29% | 355K | 77.65 | 0.16% |
| 116 | XLF | Financial Selec... | 50.20 | -0.08% | 7.23K | 0.00% | 350K | 27.83 | 0.16% |
| 117 | PHM | PulteGroup, Inc... | 99.13 | +0.42% | 3.14K | +28.95% | 342K | 135.75 | 0.16% |
| 118 | XLE | Energy Select S... | 88.04 | -0.7% | 3.99K | 0.00% | 342K | 77.01 | 0.16% |
| 119 | PFE | Pfizer Inc. | 23.87 | -0.54% | 12.57K | -27.33% | 334K | 25.54 | 0.16% |
| 120 | SCHG | Schwab U.S. Lar... | 27.95 | -0.2% | 11.98K | +300.37% | 334K | 21.49 | 0.16% |
| 121 | MDT | Medtronic plc | 85.67 | -0.57% | 4.12K | -2.3% | 329K | 78.63 | 0.15% |
| 122 | MNST | Monster Beverag... | 63.13 | +0.55% | 6.15K | 0.00% | 323K | 46.44 | 0.15% |
| 123 | MSI | Motorola Soluti... | 404.43 | -0.49% | 690 | +22.12% | 319K | 373.27 | 0.15% |
| 124 | DIS | The Walt Disney... | 117.66 | -0.4% | 2.84K | -4.89% | 316K | 76.9 | 0.15% |
| 125 | XLV | Health Care Sel... | 133.19 | -0.21% | 2.14K | +0.05% | 294K | 125.34 | 0.14% |
| 126 | PANW | Palo Alto Netwo... | 199.70 | -1.16% | 1.59K | +100.00% | 290K | 181.96 | 0.13% |
| 127 | UNH | UnitedHealth Gr... | 306.90 | -0.64% | 568 | 0.00% | 287K | 367.3 | 0.13% |
| 128 | IJH | iShares Core S&... | 60.41 | +0.30% | 4.47K | +0.13% | 279K | 60.16 | 0.13% |
| 129 | IWF | iShares Russell... | 405.89 | -0.16% | 680 | 0.00% | 273K | 340.51 | 0.13% |
| 130 | VYM | Vanguard High D... | 130.21 | +0.11% | 2.08K | 0.00% | 265K | 120.53 | 0.12% |
| 131 | PAYX | Paychex, Inc. | 150.20 | -1.52% | 1.86K | 0.00% | 261K | 110.54 | 0.12% |
| 132 | SHW | The Sherwin-Wil... | 331.01 | -0.01% | 750 | 0.00% | 255K | 265.52 | 0.12% |
| 133 | DTE | DTE Energy Comp... | 131.73 | -0.18% | 2.09K | 0.00% | 252K | 84.34 | 0.12% |
| 134 | CIBR | First Trust NAS... | 72.92 | -0.44% | 3.93K | +5.11% | 249K | 57.13 | 0.12% |
| 135 | IHDG | WisdomTree Inte... | 45.24 | +0.14% | 5.65K | 0.00% | 246K | 30.82 | 0.11% |
| 136 | IWR | iShares Russell... | 89.42 | +0.30% | 2.7K | 0.00% | 239K | 83.54 | 0.11% |
| 137 | SCHV | Schwab U.S. Lar... | 27.07 | +0.13% | 9.11K | +200.30% | 238K | 23.41 | 0.11% |
| 138 | HCA | HCA Healthcare,... | 376.51 | +1.09% | 699 | -3.45% | 210K | 274.62 | 0.10% |
| 139 | C | Citigroup Inc. | 78.25 | +1.15% | 2.89K | +100.00% | 203K | 70.39 | 0.09% |
| 140 | RIVN | Rivian Automoti... | 13.78 | +2.91% | 10.4K | +100.00% | 138K | 13.3 | 0.06% |