Aspen Investment Management Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Aspen Investment Management Inc held in its portfolio 177 assets valued at $331,761 (i.e. $331.76K).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($24.31K), INVESCO EXCHANGE TRADED FD T ($12.06K), and APPLE INC ($11.79K).
The chart below shows the top 10 valuable assets, and the table below shows the top 177 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aspen Investment Management Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 35654 | 24314 | TR UNIT |
| INVESCO EXCHANGE TRADED FD T | 62970 | 12062 | S&P500 EQL WGT |
| APPLE INC | 43375 | 11792 | COM |
| MICROSOFT CORP | 23944 | 11580 | COM |
| ISHARES TR | 38329 | 9435 | RUSSELL 2000 ETF |
| ISHARES TR | 102468 | 9167 | CORE MSCI EAFE |
| ISHARES TR | 150454 | 8106 | ISHS 5-10YR INVT |
| ISHARES TR | 144548 | 7644 | ISHS 1-5YR INVS |
| JPMORGAN CHASE & CO. | 20670 | 6660 | COM |
| ALPHABET INC | 20890 | 6538 | CAP STK CL A |
| VANGUARD SPECIALIZED FUNDS | 29415 | 6465 | DIV APP ETF |
| GOLDMAN SACHS GROUP INC | 7171 | 6303 | COM |
| VANGUARD INDEX FDS | 14562 | 4882 | TOTAL STK MKT |
| WALMART INC | 43700 | 4869 | COM |
| FIRST TR EXCH TRADED FD III | 247954 | 4518 | PFD SECS INC ETF |
| NVIDIA CORPORATION | 22497 | 4196 | COM |
| AMAZON COM INC | 17863 | 4123 | COM |
| INVESCO EXCH TRD SLF IDX FD | 192045 | 3791 | BULSHS 2027 CB |
| ISHARES TR | 5527 | 3786 | CORE S&P500 ETF |
| JOHNSON & JOHNSON | 18170 | 3760 | COM |
| FIRST TR EXCHANGE-TRADED FD | 74346 | 3411 | SENIOR LN FD |
| ELI LILLY & CO | 3155 | 3390 | COM |
| INVESCO EXCH TRD SLF IDX FD | 163710 | 3372 | INVSCO BLSH 28 |
| NEOS ETF TRUST | 55710 | 2926 | NEOS S&P 500 HI |
| ABBVIE INC | 12777 | 2919 | COM |
| CORNING INC | 33026 | 2892 | COM |
| INVESCO EXCH TRD SLF IDX FD | 150655 | 2838 | BULETSHS 2029 |
| SPDR GOLD TR | 7111 | 2818 | GOLD SHS |
| SELECT SECTOR SPDR TR | 61801 | 2763 | STATE STREET ENE |
| INVESCO EXCH TRD SLF IDX FD | 137545 | 2692 | BULSHS 2026 CB |
| PIMCO ETF TR | 28129 | 2668 | 0-5 HIGH YIELD |
| INVESCO QQQ TR | 4323 | 2655 | UNIT SER 1 |
| ROBINHOOD MKTS INC | 23016 | 2603 | COM CL A |
| VISA INC | 7361 | 2581 | COM CL A |
| PALANTIR TECHNOLOGIES INC | 13902 | 2471 | CL A |
| SCHWAB CHARLES CORP | 24721 | 2470 | COM |
| SELECT SECTOR SPDR TR | 57529 | 2456 | STATE STREET UTI |
| AMGEN INC | 7451 | 2439 | COM |
| STRYKER CORPORATION | 6823 | 2398 | COM |
| PEPSICO INC | 16131 | 2315 | COM |
| SCHWAB STRATEGIC TR | 80611 | 2296 | US SML CAP ETF |
| PROCTER AND GAMBLE CO | 15987 | 2291 | COM |
| CATERPILLAR INC | 3867 | 2215 | COM |
| HOME DEPOT INC | 6392 | 2199 | COM |
| INTERCONTINENTAL EXCHANGE IN | 13292 | 2153 | COM |
| SCHWAB STRATEGIC TR | 78497 | 2112 | US LRG CAP ETF |
| INTERNATIONAL BUSINESS MACHS | 7122 | 2110 | COM |
| TRANE TECHNOLOGIES PLC | 5258 | 2046 | SHS |
| ISHARES TR | 5386 | 2011 | RUS 1000 ETF |
| WASTE MGMT INC DEL | 8859 | 1946 | COM |
| WISDOMTREE TR | 57925 | 1938 | US SMALLCAP DIVD |
| EXXON MOBIL CORP | 16029 | 1929 | COM |
| ALPHABET INC | 6143 | 1928 | CAP STK CL C |
| CHEVRON CORP NEW | 12381 | 1887 | COM |
| SCHWAB STRATEGIC TR | 75459 | 1814 | INTL EQTY ETF |
| CISCO SYS INC | 23521 | 1812 | COM |
| VANGUARD INDEX FDS | 20098 | 1778 | REAL ESTATE ETF |
| JOHNSON CTLS INTL PLC | 14780 | 1770 | SHS |
| BANK AMERICA CORP | 31872 | 1753 | COM |
| FAIR ISAAC CORP | 1028 | 1738 | COM |
| CSX CORP | 46384 | 1681 | COM |
| ABBOTT LABS | 13258 | 1661 | COM |
| VANGUARD WORLD FD | 8127 | 1574 | COMM SRVC ETF |
| VANGUARD INDEX FDS | 5328 | 1546 | MID CAP ETF |
| QUANTA SVCS INC | 3593 | 1516 | COM |
| SCHWAB STRATEGIC TR | 54244 | 1488 | US DIVIDEND EQ |
| ISHARES TR | 64960 | 1473 | 20+ YEAR TR BD |
| J P MORGAN EXCHANGE TRADED F | 25707 | 1471 | EQUITY PREMIUM |
| COCA COLA CO | 21040 | 1471 | COM |
| ILLINOIS TOOL WKS INC | 5962 | 1469 | COM |
| AMERICAN EXPRESS CO | 3839 | 1420 | COM |
| WILLIAMS COS INC | 22615 | 1359 | COM |
| SELECT SECTOR SPDR TR | 8763 | 1359 | STATE STREET IND |
| MICRON TECHNOLOGY INC | 4717 | 1346 | COM |
| AUTOMATIC DATA PROCESSING IN | 5062 | 1302 | COM |
| COSTCO WHSL CORP NEW | 1494 | 1288 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2543 | 1278 | CL B NEW |
| VANGUARD WHITEHALL FDS | 8735 | 1254 | HIGH DIV YLD |
| VANGUARD INTL EQUITY INDEX F | 23128 | 1243 | FTSE EMR MKT ETF |
| MCDONALDS CORP | 4064 | 1242 | COM |
| NEXTERA ENERGY INC | 15446 | 1240 | COM |
| VANGUARD INDEX FDS | 1964 | 1232 | S&P 500 ETF SHS |
| ISHARES TR | 12680 | 1218 | MSCI EAFE ETF |
| BANK NEW YORK MELLON CORP | 10482 | 1217 | COM |
| VANGUARD INDEX FDS | 3833 | 1207 | LARGE CAP ETF |
| ORACLE CORP | 5870 | 1144 | COM |
| EATON CORP PLC | 3578 | 1140 | SHS |
| BOSTON SCIENTIFIC CORP | 11694 | 1115 | COM |
| GMO ETF TRUST | 26590 | 1023 | GMO US QUALITY E |
| WELLS FARGO CO NEW | 10738 | 1001 | COM |
| SELECT SECTOR SPDR TR | 6935 | 998 | STATE STREET TEC |
| GE AEROSPACE | 3110 | 958 | COM NEW |
| SCHWAB STRATEGIC TR | 20978 | 955 | INTL SCEQT ETF |
| EDWARDS LIFESCIENCES CORP | 10381 | 885 | COM |
| LOCKHEED MARTIN CORP | 1819 | 880 | COM |
| ISHARES INC | 12543 | 843 | CORE MSCI EMKT |
| ISHARES SILVER TR | 13034 | 840 | ISHARES |
| BROADCOM INC | 2335 | 808 | COM |
| MONDELEZ INTL INC | 14687 | 791 | CL A |
| PAYPAL HLDGS INC | 13222 | 772 | COM |
| SCHWAB STRATEGIC TR | 21998 | 720 | EMRG MKTEQ ETF |
| ISHARES TR | 12410 | 713 | CALIF MUN BD ETF |
| HUNTINGTON BANCSHARES INC | 40409 | 701 | COM |
| META PLATFORMS INC | 1046 | 690 | CL A |
| VANGUARD WORLD FD | 908 | 684 | INF TECH ETF |
| ADVANCED MICRO DEVICES INC | 3166 | 678 | COM |
| MARVELL TECHNOLOGY INC | 7837 | 666 | COM |
| VANECK ETF TRUST | 1805 | 650 | SEMICONDUCTR ETF |
| SCHWAB STRATEGIC TR | 21592 | 649 | US MID-CAP ETF |
| ISHARES TR | 9834 | 649 | CORE S&P MCP ETF |
| UNUM GROUP | 8330 | 646 | COM |
| MEDTRONIC PLC | 6659 | 640 | SHS |
| ISHARES TR | 3200 | 639 | U.S. TECH ETF |
| FIRST TR EXCHANGE TRADED FD | 8832 | 631 | NASDAQ CYB ETF |
| MERCK & CO INC | 5969 | 628 | COM |
| TEXAS INSTRS INC | 3610 | 626 | COM |
| AMERICAN INTL GROUP INC | 7147 | 611 | COM NEW |
| DUKE ENERGY CORP NEW | 5161 | 605 | COM NEW |
| ISHARES TR | 1700 | 583 | S&P 100 ETF |
| ISHARES TR | 1230 | 582 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 17846 | 582 | US LCAP GR ETF |
| BRISTOL-MYERS SQUIBB CO | 10664 | 575 | COM |
| ISHARES TR | 4554 | 561 | S&P 500 GRWT ETF |
| FIRST TR EXCHANGE-TRADED FD | 14670 | 556 | NO AMER ENERGY |
| EBAY INC. | 6098 | 531 | COM |
| NOVARTIS AG | 3790 | 523 | SPONSORED ADR |
| WISDOMTREE TR | 9630 | 497 | US MIDCAP DIVID |
| CROWDSTRIKE HLDGS INC | 1022 | 479 | CL A |
| INTEL CORP | 12914 | 477 | COM |
| ETHAN ALLEN INTERIORS INC | 20346 | 465 | COM |
| UBER TECHNOLOGIES INC | 5672 | 463 | COM |
| CONOCOPHILLIPS | 4939 | 462 | COM |
| AMAZON COM INC | 2000 | 462 | CALL |
| SELECT SECTOR SPDR TR | 2929 | 453 | STATE STREET HEA |
| ABRDN ETFS | 22762 | 445 | BBRG ALL COMD K1 |
| INVESCO EXCHANGE TRADED FD T | 7447 | 443 | AI AND NEXT GEN |
| ISHARES GOLD TR | 5408 | 439 | ISHARES NEW |
| CITIGROUP INC | 3739 | 436 | COM NEW |
| DEERE & CO | 925 | 431 | COM |
| MARATHON PETE CORP | 2622 | 426 | COM |
| PALO ALTO NETWORKS INC | 2314 | 426 | COM |
| GMO ETF TRUST | 12580 | 422 | GMO INTL VALUE |
| STARBUCKS CORP | 4915 | 414 | COM |
| TRAVELERS COMPANIES INC | 1388 | 403 | COM |
| BLACKSTONE INC | 2591 | 399 | COM |
| SELECT SECTOR SPDR TR | 7208 | 395 | STATE STREET FIN |
| WISDOMTREE TR | 8090 | 378 | EMER MKT HIGH FD |
| VANGUARD WHITEHALL FDS | 4063 | 372 | INTL DVD ETF |
| MASTEC INC | 1670 | 363 | COM |
| ISHARES TR | 2638 | 361 | RUS MD CP GR ETF |
| IRON MTN INC DEL | 4342 | 360 | COM |
| HCA HEALTHCARE INC | 749 | 350 | COM |
| VANGUARD INDEX FDS | 1805 | 345 | VALUE ETF |
| GE VERNOVA INC | 523 | 342 | COM |
| CLEAR SECURE INC | 9675 | 339 | COM CL A |
| GMO ETF TRUST | 12100 | 333 | GMO US VALUE |
| SPDR SERIES TRUST | 1034 | 333 | STATE STREET SPD |
| GLOBAL X FDS | 7580 | 324 | GLOBAL X URANIUM |
| ISHARES TR | 1519 | 322 | S&P 500 VAL ETF |
| DISNEY WALT CO | 2557 | 291 | COM |
| ONTO INNOVATION INC | 1810 | 286 | COM |
| DOCUSIGN INC | 4133 | 283 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 463 | 279 | UTSER1 S&PDCRP |
| WISDOMTREE TR | 5650 | 275 | ITL HDG QTLY DIV |
| SNOWFLAKE INC | 1211 | 266 | COM SHS |
| SCHWAB STRATEGIC TR | 8946 | 265 | US LCAP VA ETF |
| MOTOROLA SOLUTIONS INC | 690 | 264 | COM NEW |
| SHOPIFY INC | 1630 | 262 | CL A SUB VTG SHS |
| ISHARES TR | 2700 | 260 | RUS MID CAP ETF |
| CLOROX CO DEL | 2450 | 247 | COM |
| THE TRADE DESK INC | 6491 | 246 | COM CL A |
| PFIZER INC | 9851 | 245 | COM |
| NORTHERN TR CORP | 1760 | 240 | COM |
| HENRY SCHEIN INC | 3000 | 227 | COM |
| SELECT SECTOR SPDR TR | 1830 | 219 | STATE STREET CON |
| OMEGA HEALTHCARE INVS INC | 4850 | 215 | COM |
| SHERWIN WILLIAMS CO | 650 | 211 | COM |
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