Aspen Investment Management Inc
CIK Number: 0001541596
Main Sectors:
Top Industries:
Filing Date: May 20, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 645.07 | -0.59% | 34.35K | +2.02% | 19.21M | 326.58 | 8.86% | Share |
| 2 | RSP | Invesco S&P 500... | 188.60 | -0.08% | 66.52K | +10.39% | 11.52M | 148.8 | 5.31% | Share |
| 3 | IGIB | iShares 5-10 Ye... | 53.65 | -0.12% | 127.64K | +2.13% | 6.7M | 51.47 | 3.09% | Share |
| 4 | MSFT | Microsoft Corpo... | 506.69 | -0.58% | 17.8K | -0.14% | 6.68M | 88.68 | 3.08% | Share |
| 5 | IWM | iShares Russell... | 235.22 | -0.42% | 32.19K | -14.72% | 6.42M | 156.33 | 2.96% | Share |
| 6 | IEFA | iShares Core MS... | 85.52 | -0.6% | 76.43K | -2.75% | 5.78M | 63.84 | 2.67% | Share |
| 7 | IGSB | iShares 1-5 Yea... | 52.99 | +0.02% | 105.61K | +7.61% | 5.53M | 51.87 | 2.55% | Share |
| 8 | JPM | JPMorgan Chase ... | 301.45 | +0.13% | 17.93K | -0.66% | 4.4M | 81.29 | 2.03% | Share |
| 9 | FPE | First Trust Pre... | 18.07 | -0.14% | 242.58K | +3.52% | 4.27M | 18.45 | 1.97% | Share |
| 10 | WMT | Walmart Inc. | 97.01 | +0.94% | 47.5K | +3.51% | 4.17M | 40.81 | 1.92% | Share |
| 11 | FTSL | First Trust Sen... | 45.96 | +0.09% | 83.36K | +1.99% | 3.81M | 47.03 | 1.75% | Share |
| 12 | AAPL | Apple Inc. | 232.14 | -0.18% | 15.76K | -7.52% | 3.5M | 60.39 | 1.61% | Share |
| 13 | BSCR | Invesco BulletS... | 19.69 | +0.05% | 168.66K | +1.46% | 3.3M | 19.44 | 1.52% | Share |
| 14 | IVV | iShares Core S&... | 648.30 | -0.59% | 5.79K | +1.94% | 3.25M | 241.48 | 1.50% | Share |
| 15 | GS | The Goldman Sac... | 745.05 | -0.82% | 5.93K | -2.5% | 3.24M | 208.64 | 1.49% | Share |
| 16 | AMZN | Amazon.com, Inc... | 229.00 | -1.12% | 16.23K | +1.06% | 3.09M | 105.27 | 1.42% | Share |
| 17 | VNQ | Vanguard Real E... | 92.23 | +0.53% | 33.5K | +1.35% | 3.03M | 88.83 | 1.40% | Share |
| 18 | V | Visa Inc. | 351.96 | +0.60% | 7.33K | +2.60% | 2.57M | 73.84 | 1.18% | Share |
| 19 | HYS | PIMCO 0-5 Year ... | 95.54 | -0.06% | 26.99K | +0.50% | 2.53M | 98.4 | 1.17% | Share |
| 20 | BSCS | Invesco BulletS... | 20.55 | +0.05% | 121.9K | +2.29% | 2.48M | 20.25 | 1.14% | Share |
| 21 | XLI | Industrial Sele... | 152.02 | -0.91% | 18.54K | -2.32% | 2.43M | 117.01 | 1.12% | Share |
| 22 | FICO | Fair Isaac Corp... | 1520.38 | +0.93% | 1.31K | -7.96% | 2.41M | 44.56 | 1.11% | Share |
| 23 | ICE | Intercontinenta... | 176.62 | -0.29% | 13.07K | +4.03% | 2.25M | 70.03 | 1.04% | Share |
| 24 | HD | The Home Depot,... | 406.64 | -0.2% | 6.13K | -0.65% | 2.25M | 180.22 | 1.04% | Share |
| 25 | BSCQ | Invesco BulletS... | 19.55 | +0.08% | 113.48K | +3.90% | 2.21M | 19.33 | 1.02% | Share |
| 26 | XLU | Utilities Selec... | 84.37 | -0.31% | 27.19K | +17.94% | 2.14M | 70.48 | 0.99% | Share |
| 27 | PEP | PepsiCo, Inc. | 148.65 | +1.14% | 13.85K | +3.56% | 2.08M | 102.9 | 0.96% | Share |
| 28 | GOOGL | Alphabet Inc. | 212.91 | +0.60% | 12.86K | +10.38% | 1.99M | 129.61 | 0.92% | Share |
| 29 | WM | Waste Managemen... | 226.46 | +0.84% | 8.54K | +3.90% | 1.98M | 77.71 | 0.91% | Share |
| 30 | SCHW | The Charles Sch... | 95.89 | -1.24% | 24.16K | +48.64% | 1.89M | 60.78 | 0.87% | Share |
| 31 | DES | WisdomTree U.S.... | 34.13 | +0.06% | 58.87K | +0.47% | 1.88M | 22.32 | 0.87% | Share |
| 32 | SYK | Stryker Corpora... | 391.53 | +0.48% | 4.92K | +5.98% | 1.83M | 143.48 | 0.85% | Share |
| 33 | SCHA | Schwab U.S. Sma... | 27.32 | -0.6% | 77.1K | +0.31% | 1.81M | 17.24 | 0.83% | Share |
| 34 | XOM | Exxon Mobil Cor... | 114.36 | +0.89% | 14.75K | +5.90% | 1.75M | 73.44 | 0.81% | Share |
| 35 | AMGN | Amgen Inc. | 287.71 | +0.74% | 5.55K | +0.25% | 1.73M | 96.29 | 0.80% | Share |
| 36 | TT | Trane Technolog... | 415.47 | -2.13% | 5.09K | -3.23% | 1.71M | 120.23 | 0.79% | Share |
| 37 | BSCP | Invesco BulletS... | 20.69 | +0.02% | 81.7K | -1.41% | 1.69M | 20.81 | 0.78% | Share |
| 38 | GLD | SPDR Gold Share... | 318.05 | +0.96% | 5.86K | +0.34% | 1.69M | 212.59 | 0.78% | Share |
| 39 | SCHX | Schwab U.S. Lar... | 25.55 | -0.7% | 75.84K | +2.44% | 1.68M | 12.86 | 0.77% | Share |
| 40 | CVX | Chevron Corpora... | 160.71 | +0.87% | 9.94K | +0.25% | 1.66M | 114.64 | 0.77% | Share |
| 41 | ADP | Automatic Data ... | 304.05 | -0.02% | 5.41K | +5.71% | 1.65M | 71.65 | 0.76% | Share |
| 42 | IBM | International B... | 243.48 | -0.92% | 6.56K | +10.67% | 1.63M | 161.7 | 0.75% | Share |
| 43 | JNJ | Johnson & Johns... | 177.19 | +0.99% | 9.8K | -8.46% | 1.63M | 90.82 | 0.75% | Share |
| 44 | HOOD | Robinhood Marke... | 104.03 | +0.33% | 38.8K | +100.00% | 1.61M | 41.62 | 0.74% | Share |
| 45 | ITW | Illinois Tool W... | 264.70 | -0.4% | 6.24K | +0.73% | 1.55M | 90.14 | 0.71% | Share |
| 46 | MDY | SPDR S&P MIDCAP... | 595.04 | -0.5% | 2.83K | -3.87% | 1.51M | 518.22 | 0.70% | Share |
| 47 | VO | Vanguard Mid Ca... | 290.02 | -0.32% | 5.81K | +0.10% | 1.5M | 131.06 | 0.69% | Share |
| 48 | SCHF | Schwab Internat... | 22.71 | -0.55% | 74.89K | -2.35% | 1.48M | 15.49 | 0.68% | Share |
| 49 | BAC | Bank of America... | 50.76 | +0.53% | 34.72K | +1.08% | 1.45M | 18.14 | 0.67% | Share |
| 50 | CSX | CSX Corporation | 32.51 | -0.46% | 48.92K | -10.62% | 1.44M | 9.08 | 0.66% | Share |
| 51 | CSCO | Cisco Systems, ... | 69.09 | -0.49% | 20.86K | +3.96% | 1.29M | 31.9 | 0.59% | Share |
| 52 | PG | The Procter & G... | 157.10 | +0.93% | 7.51K | +2.08% | 1.28M | 107.88 | 0.59% | Share |
| 53 | WMB | The Williams Co... | 57.88 | -0.21% | 20.67K | +2.89% | 1.24M | 30.1 | 0.57% | Share |
| 54 | XLE | Energy Select S... | 90.38 | +0.53% | 13.19K | +230.35% | 1.23M | 88.47 | 0.57% | Share |
| 55 | JCI | Johnson Control... | 106.86 | -1.65% | 15.33K | +1.32% | 1.23M | 48.41 | 0.57% | Share |
| 56 | GLW | Corning Incorpo... | 67.06 | -2.71% | 25.02K | +4.79% | 1.15M | 45.71 | 0.53% | Share |
| 57 | NEE | NextEra Energy,... | 72.00 | -0.12% | 15.46K | +2.37% | 1.1M | 32.59 | 0.51% | Share |
| 58 | IWB | iShares Russell... | 354.64 | -0.59% | 3.54K | +51.24% | 1.09M | 149.79 | 0.50% | Share |
| 59 | XLY | Consumer Discre... | 231.78 | -1.01% | 5.41K | +38.19% | 1.07M | 207.97 | 0.49% | Share |
| 60 | HBAN | Huntington Banc... | 17.81 | +0.06% | 70.74K | -27.07% | 1.06M | 13.83 | 0.49% | Share |
| 61 | MDLZ | Mondelez Intern... | 61.44 | +0.26% | 15.47K | -1.45% | 1.05M | 38.19 | 0.48% | Share |
| 62 | ABT | Abbott Laborato... | 132.70 | +1.01% | 7.85K | +2.91% | 1.04M | 71.1 | 0.48% | Share |
| 63 | COST | Costco Wholesal... | 943.32 | -0.17% | 1.06K | +42.49% | 1M | 788.42 | 0.46% | Share |
| 64 | BK | The Bank of New... | 105.60 | -0.47% | 11.94K | +1.65% | 1M | 56.56 | 0.46% | Share |
| 65 | EFA | iShares MSCI EA... | 91.48 | -0.59% | 12.21K | 0.00% | 998K | 50.99 | 0.46% | Share |
| 66 | CAT | Caterpillar Inc... | 419.19 | -3.61% | 2.97K | 0.00% | 978K | 119.05 | 0.45% | Share |
| 67 | VWO | Vanguard Emergi... | 51.52 | -0.31% | 21.49K | +0.84% | 973K | 45.24 | 0.45% | Share |
| 68 | ABBV | AbbVie Inc. | 210.39 | +1.19% | 4.53K | +6.51% | 950K | 61.87 | 0.44% | Share |
| 69 | ETN | Eaton Corporati... | 349.32 | -1.69% | 3.45K | +8.50% | 937K | 195.6 | 0.43% | Share |
| 70 | AXP | American Expres... | 331.16 | +1.28% | 3.29K | -0.9% | 884K | 64.86 | 0.41% | Share |
| 71 | BSX | Boston Scientif... | 105.56 | -0.18% | 8.7K | +20.78% | 878K | 68.27 | 0.40% | Share |
| 72 | PYPL | PayPal Holdings... | 70.19 | +0.19% | 13.43K | -16.33% | 877K | 67.82 | 0.40% | Share |
| 73 | LMT | Lockheed Martin... | 455.44 | -0.16% | 1.87K | -2.61% | 835K | 183.2 | 0.39% | Share |
| 74 | NVDA | NVIDIA Corporat... | 174.24 | -3.29% | 7.66K | +4.48% | 830K | 93.83 | 0.38% | Share |
| 75 | META | Meta Platforms,... | 738.70 | -1.65% | 1.44K | -5.71% | 828K | 389.41 | 0.38% | Share |
| 76 | BCI | abrdn Bloomberg... | 21.05 | +0.93% | 38.09K | -1.8% | 817K | 27.5 | 0.38% | Share |
| 77 | LLY | Eli Lilly and C... | 732.52 | +0.08% | 973 | +4.96% | 804K | 595.4 | 0.37% | Share |
| 78 | PWR | Quanta Services... | 378.04 | -2.05% | 3.06K | +84.76% | 777K | 245.01 | 0.36% | Share |
| 79 | EW | Edwards Lifesci... | 81.38 | +0.18% | 10.36K | -2.37% | 751K | 40.45 | 0.35% | Share |
| 80 | VTI | Vanguard Total ... | 318.18 | -0.6% | 2.67K | +100.00% | 733K | 274.84 | 0.34% | Share |
| 81 | WFC | Wells Fargo & C... | 82.19 | +0.26% | 10.16K | +7.25% | 730K | 31.52 | 0.34% | Share |
| 82 | SCHC | Schwab Internat... | 44.30 | -0.23% | 19.78K | 0.00% | 710K | 28.77 | 0.33% | Share |
| 83 | KO | The Coca-Cola C... | 69.01 | +0.95% | 9.73K | +0.32% | 697K | 46.09 | 0.32% | Share |
| 84 | TXN | Texas Instrumen... | 202.51 | -0.77% | 3.69K | +1.59% | 664K | 59.08 | 0.31% | Share |
| 85 | SCHE | Schwab Emerging... | 31.45 | -0.38% | 22.46K | -1.1% | 619K | 25.09 | 0.29% | Share |
| 86 | CMF | iShares Califor... | 55.81 | +0.02% | 10.88K | 0.00% | 612K | 57.32 | 0.28% | Share |
| 87 | IEMG | iShares Core MS... | 62.08 | -0.49% | 11.29K | 0.00% | 609K | 52.31 | 0.28% | Share |
| 88 | SCHM | Schwab U.S. Mid... | 29.48 | -0.32% | 22.84K | +0.16% | 598K | 16.35 | 0.28% | Share |
| 89 | DUK | Duke Energy Cor... | 122.50 | +0.11% | 4.87K | 0.00% | 594K | 64.79 | 0.27% | Share |
| 90 | MAR | Marriott Intern... | 267.86 | -0.88% | 2.49K | 0.00% | 593K | 232.08 | 0.27% | Share |
| 91 | ETD | Ethan Allen Int... | 29.51 | -0.14% | 21.3K | 0.00% | 590K | 27.58 | 0.27% | Share |
| 92 | MET | MetLife, Inc. | 81.37 | +0.71% | 7.19K | -0.76% | 577K | 73.74 | 0.27% | Share |
| 93 | XLV | Health Care Sel... | 137.46 | +0.75% | 3.89K | +82.05% | 569K | 134.66 | 0.26% | Share |
| 94 | GOOG | Alphabet Inc. | 213.53 | +0.55% | 3.64K | +1.14% | 568K | 121.51 | 0.26% | Share |
| 95 | XLK | Technology Sele... | 262.47 | -1.53% | 2.75K | 0.00% | 568K | 105.19 | 0.26% | Share |
| 96 | EMLP | First Trust Nor... | 37.97 | +0.03% | 14.87K | -2.62% | 557K | 23.81 | 0.26% | Share |
| 97 | COP | ConocoPhillips | 99.01 | +0.57% | 5.13K | -1.91% | 539K | 74.97 | 0.25% | Share |
| 98 | AIG | American Intern... | 81.33 | -0.33% | 6.05K | +16.41% | 526K | 77.45 | 0.24% | Share |
| 99 | BMY | Bristol-Myers S... | 47.20 | +0.69% | 8.23K | +0.22% | 502K | 58.71 | 0.23% | Share |
| 100 | VGT | Vanguard Inform... | 696.63 | -1.59% | 908 | +100.00% | 492K | 542.38 | 0.23% | Share |
| 101 | DON | WisdomTree U.S.... | 52.75 | -0.02% | 9.63K | 0.00% | 477K | 24.62 | 0.22% | Share |
| 102 | SCHD | Schwab U.S. Div... | 27.93 | +0.40% | 16.97K | +14.37% | 475K | 25.93 | 0.22% | Share |
| 103 | OEF | iShares S&P 100... | 319.88 | -0.79% | 1.7K | 0.00% | 460K | 126.73 | 0.21% | Share |
| 104 | ELV | Elevance Health... | 318.67 | +2.66% | 1.05K | +2.64% | 456K | 475.07 | 0.21% | Share |
| 105 | SCHG | Schwab U.S. Lar... | 30.53 | -1.07% | 18.22K | +52.02% | 456K | 22.7 | 0.21% | Share |
| 106 | GE | GE Aerospace | 275.30 | -0.25% | 2.24K | +5.35% | 449K | 83.87 | 0.21% | Share |
| 107 | VV | Vanguard Large ... | 297.93 | -0.6% | 1.73K | +100.00% | 445K | 257.03 | 0.21% | Share |
| 108 | IWF | iShares Russell... | 445.62 | -1.18% | 1.23K | +80.88% | 444K | 349.71 | 0.20% | Share |
| 109 | MU | Micron Technolo... | 119.01 | -2.45% | 5.04K | +100.00% | 438K | 86.89 | 0.20% | Share |
| 110 | DE | Deere & Company | 478.53 | -2.63% | 925 | 0.00% | 434K | 247.17 | 0.20% | Share |
| 111 | MRVL | Marvell Technol... | 62.87 | -18.6% | 7.01K | +40.52% | 432K | 72.07 | 0.20% | Share |
| 112 | ORCL | Oracle Corporat... | 226.16 | -5.89% | 2.99K | +0.54% | 418K | 84.9 | 0.19% | Share |
| 113 | TRV | The Travelers C... | 271.58 | +0.48% | 1.5K | -0.6% | 395K | 140.37 | 0.18% | Share |
| 114 | IRM | Iron Mountain I... | 92.32 | +0.38% | 4.53K | +9.74% | 390K | 87.7 | 0.18% | Share |
| 115 | INTC | Intel Corporati... | 24.35 | -2.33% | 17.18K | -8.27% | 390K | 37.81 | 0.18% | Share |
| 116 | MPC | Marathon Petrol... | 179.70 | +0.22% | 2.62K | 0.00% | 382K | 131.61 | 0.18% | Share |
| 117 | VIG | Vanguard Divide... | 211.02 | -0.26% | 1.94K | 0.00% | 376K | 75.76 | 0.17% | Share |
| 118 | MDT | Medtronic plc | 92.82 | +0.94% | 4.08K | -0.83% | 367K | 78.63 | 0.17% | Share |
| 119 | XLF | Financial Selec... | 53.99 | +0.26% | 7.23K | 0.00% | 360K | 27.83 | 0.17% | Share |
| 120 | MNST | Monster Beverag... | 62.41 | +0.63% | 6.15K | 0.00% | 360K | 46.44 | 0.17% | Share |
| 121 | TTD | The Trade Desk,... | 54.66 | -1.26% | 6.49K | +100.00% | 355K | 54.72 | 0.16% | Share |
| 122 | XLC | Communication S... | 111.37 | -0.22% | 3.35K | +100.00% | 323K | 96.45 | 0.15% | Share |
| 123 | IJH | iShares Core S&... | 65.18 | -0.5% | 5.47K | +22.46% | 319K | 59.83 | 0.15% | Share |
| 124 | PFE | Pfizer Inc. | 24.76 | +0.63% | 12.06K | -4.06% | 306K | 25.54 | 0.14% | Share |
| 125 | UNH | UnitedHealth Gr... | 309.83 | +2.49% | 582 | +2.46% | 305K | 371.06 | 0.14% | Share |
| 126 | MSI | Motorola Soluti... | 472.26 | +0.46% | 690 | 0.00% | 302K | 373.27 | 0.14% | Share |
| 127 | DOCU | DocuSign, Inc. | 76.66 | +1.52% | 3.7K | -72.35% | 301K | 81.42 | 0.14% | Share |
| 128 | PAYX | Paychex, Inc. | 139.46 | +0.53% | 1.91K | +2.63% | 295K | 111.66 | 0.14% | Share |
| 129 | DIS | The Walt Disney... | 118.42 | +0.66% | 2.94K | +3.52% | 290K | 77.64 | 0.13% | Share |
| 130 | DTE | DTE Energy Comp... | 136.71 | +0.15% | 2.09K | 0.00% | 289K | 84.34 | 0.13% | Share |
| 131 | C | Citigroup Inc. | 96.60 | -0.23% | 4.04K | +39.81% | 287K | 70.56 | 0.13% | Share |
| 132 | CIBR | First Trust NAS... | 73.14 | -1.06% | 4.51K | +14.92% | 284K | 57.89 | 0.13% | Share |
| 133 | DSTL | Distillate U.S.... | 57.40 | +0.16% | 5.06K | +100.00% | 275K | 54.24 | 0.13% | Share |
| 134 | VYM | Vanguard High D... | 139.14 | -0.09% | 2.08K | 0.00% | 268K | 120.53 | 0.12% | Share |
| 135 | SCHV | Schwab U.S. Lar... | 28.75 | -0.02% | 9.82K | +7.77% | 261K | 23.64 | 0.12% | Share |
| 136 | IHDG | WisdomTree Inte... | 44.92 | -0.81% | 5.65K | 0.00% | 245K | 30.82 | 0.11% | Share |
| 137 | HCA | HCA Healthcare,... | 404.14 | -0.77% | 699 | 0.00% | 242K | 274.62 | 0.11% | Share |
| 138 | INFL | Horizon Kinetic... | 43.19 | +0.65% | 5.91K | +100.00% | 240K | 40.65 | 0.11% | Share |
| 139 | IYY | iShares Dow Jon... | 157.47 | -0.61% | 1.76K | +100.00% | 239K | 136.1 | 0.11% | Share |
| 140 | RSG | Republic Servic... | 233.95 | +0.36% | 970 | +100.00% | 235K | 242.16 | 0.11% | Share |
| 141 | IWR | iShares Russell... | 96.03 | -0.29% | 2.7K | 0.00% | 230K | 83.54 | 0.11% | Share |
| 142 | SHW | The Sherwin-Wil... | 365.98 | -0.06% | 650 | -13.33% | 227K | 265.52 | 0.10% | Share |
| 143 | VTV | Vanguard Value ... | 183.22 | +0.04% | 1.27K | +100.00% | 219K | 172.74 | 0.10% | Share |
| 144 | AVUV | Avantis U.S. Sm... | 99.77 | -0.28% | 2.48K | +100.00% | 216K | 87.17 | 0.10% | Share |
| 145 | XSD | SPDR S&P Semico... | 285.84 | -2.54% | 1.03K | +100.00% | 208K | 200.77 | 0.10% | Share |
| 146 | RIVN | Rivian Automoti... | 13.57 | -0.51% | 10.4K | 0.00% | 129K | 13.3 | 0.06% | Share |