Aspen Investment Management Inc
Top Portfolio Positions
97 positions ·
$179,570,808 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
35,925 | $23,363,464 | 13.01% | |
| AAPL |
Apple Inc.
Technology
|
33,767 | $8,569,726 | 4.77% | |
| MSFT |
Microsoft Corp
Technology
|
22,781 | $8,432,842 | 4.70% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
7,175 | $6,069,978 | 3.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,504 | $6,031,456 | 3.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,793 | $5,979,235 | 3.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
43,192 | $5,367,901 | 2.99% | |
| GLW |
Corning Inc /Ny
Technology
|
33,030 | $4,491,089 | 2.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
18,156 | $4,438,052 | 2.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,198 | $3,998,367 | 2.23% |
Portfolio Trend
Holdings in ETD
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,449 | 20,146 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $464,702 | 20,346 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $612,650 | 20,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $593,093 | 21,296 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $589,899 | 21,296 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $598,630 | 21,296 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $679,129 | 21,296 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $617,651 | 22,146 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $782,872 | 22,646 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $740,416 | 23,196 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $690,690 | 23,100 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $624,988 | 22,100 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $606,866 | 22,100 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $583,882 | 22,100 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $467,194 | 22,100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $505,250 | 25,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $651,750 | 25,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $630,960 | 24,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $721,096 | 30,426 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $819,885 | 29,706 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $820,624 | 29,722 | Shares | Sole | 2021-06-10 | |
| No 13F history on record for this holder in this stock. | ||||||