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CIK: 0001541596
Total reported value
$372.0M
$372.0M
146 檔
13.6%
During the Q1 2025 filing period, Aspen Investment Management Inc (CIK: 0001541596) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $372.0M across 146 reported positions.
In Q1 2025, Aspen Investment Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.86% | -0.47% | +2.02% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.31% | -0.04% | +10.39% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.09% | -0.25% | +2.13% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.25% | -0.14% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.96% | +0.40% | -14.72% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.67% | -0.09% | -2.75% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.55% | -0.21% | +7.61% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.04% | -0.66% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.97% | -0.15% | +3.52% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.92% | -0.33% | +3.51% | |
| 11 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.75% | -0.13% | +1.99% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.05% | -7.52% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.52% | -0.14% | +1.46% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.16% | +1.94% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.49% | +0.08% | -2.50% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.07% | +1.06% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | +0.24% | +1.35% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | +0.01% | +2.60% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.17% | -0.09% | +0.50% | |
| 20 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.14% | -0.12% | +2.29% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.12% | -0.01% | -2.32% | |
| 22 | FICO | Fair Isaac CORP | Stock-Tech | 1.11% | -0.01% | -7.96% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 1.04% | -0.20% | +4.03% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | -0.05% | -0.65% | |
| 25 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.02% | -0.36% | +3.90% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.99% | -0.10% | +17.94% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.18% | +3.56% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.17% | +10.38% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.91% | -0.13% | +3.90% | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.87% | -0.09% | +48.64% | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.87% | — | +0.47% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.85% | -0.12% | +5.98% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.83% | +0.06% | +0.31% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.23% | +5.90% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | -0.09% | +0.25% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.79% | +0.03% | -3.23% | |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.78% | — | -1.41% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.29% | +0.34% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | +0.04% | +2.44% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.24% | +0.25% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | -0.02% | +5.71% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | — | +10.67% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.10% | -8.46% | |
| 44 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.74% | -0.08% | — | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.71% | -0.04% | +0.73% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.70% | — | -3.87% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | -0.02% | +0.10% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.68% | -0.02% | -2.35% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | — | +1.08% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.66% | +0.01% | -10.62% |
According to official SEC Form 13F filings, Aspen Investment Management Inc reported a total U.S. public equity portfolio value of $372.0M across 146 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, IGIB) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $19.2M
During Q1 2025, Aspen Investment Management Inc's top holdings by market value included SPY (8.9%)、RSP (5.3%)、IGIB (3.1%). The largest single position, SPY, represented 8.9% of total portfolio value.
In Q1 2025, Aspen Investment Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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