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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
QCOM +5,333+$903
NVDA +890+$804
FTNT +11,380+$777
BCC +4,080+$626
MET +7,225+$535
CRM +1,603+$483
TPH +10,620+$411
CMF +6,962+$401
PHM +2,620+$316
MRVL +4,305+$305
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ADBE -1,743-$1,040
MMM -4,841-$529
EME -1,755-$378
DBX -8,875-$262
PCOR -3,475-$241
QQQX -8,650-$200
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
WMT +28,854+$302
BSCR +16,850+$303
HBAN +13,698+$288
IGIB +12,051+$583
IGSB +8,187+$420
SHOP +3,690+$281
RSP +3,398+$1,063
BK +3,215+$213
XLB +3,075+$314
SPY +2,565+$2,690
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
BSCP -22,182-$456
INTC -14,759-$907
FTSL -13,244-$600
SPYG -12,739-$530
PYPL -12,172-$672
PINS -7,665-$321
GOOGL -2,360-$213
ONTO -1,755-$144
BCI -1,632-$13
Aspen Investment Management Inc Info
Size ($ in 1000's)
At 03/31/2024: $196,899
At 12/31/2023: $178,983

Aspen Investment Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aspen Investment Management Inc 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Aspen Investment Management Inc
As of  03/31/2024, we find all stocks held by Aspen Investment Management Inc to be as follows, presented in the table below with each row detailing each Aspen Investment Management Inc position, ordered by largest to smallest position size. The all-stocks-held-by-Aspen Investment Management Inc table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Aspen Investment Management Inc as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 30,808 +2,565 $16,116
     SPY30,808+2,565$16,116
MICROSOFT CORP 18,735 -38 $7,882
     MSFT18,735-38$7,882
INVESCO EXCHANGE TRADED FD T (RSP) 45,520 +3,398 $7,710
     RSP45,520+3,398$7,710
ISHARES TR (IWM) 29,077 +34 $6,115
     IWM29,077+34$6,115
ISHARES TR (IEFA) 78,308 +1,349 $5,812
     IEFA78,308+1,349$5,812
ISHARES TR (IGIB) 109,750 +12,051 $5,663
     IGIB109,750+12,051$5,663
FIRST TR EXCH TRADED FD III (FPE) 214,872 +1,319 $3,722
     FPE214,872+1,319$3,722
JPMORGAN CHASE & CO 18,433 -83 $3,692
     JPM18,433-83$3,692
ISHARES TR (IGSB) 71,928 +8,187 $3,688
     IGSB71,928+8,187$3,688
FIRST TR EXCHANGE TRADED FD (FTSL) 74,730 -13,244 $3,453
     FTSL74,730-13,244$3,453
APPLE INC 18,840 +835 $3,231
     AAPL18,840+835$3,231
ISHARES TR (IVV) 5,736 +35 $3,015
     IVV5,736+35$3,015
AMAZON COM INC 16,127 +903 $2,909
     AMZN16,127+903$2,909
INVESCO EXCH TRD SLF IDX FD 148,230 +16,850 $2,859
     BSCR148,230+16,850$2,859
SPDR SER TR (SPYG) 36,909 -12,739 $2,700
     SPYG36,909-12,739$2,700
WALMART INC 43,567 +28,854 $2,621
     WMT43,567+28,854$2,621
PIMCO ETF TR (HYS) 27,499 -56 $2,571
     HYS27,499-56$2,571
GOLDMAN SACHS GROUP INC 6,016 -105 $2,513
     GS6,016-105$2,513
PEPSICO INC 14,040 -247 $2,458
     PEP14,040-247$2,458
HOME DEPOT INC 6,264 -135 $2,403
     HD6,264-135$2,403
CSX CORP 62,838 -1,049 $2,329
     CSX62,838-1,049$2,329
VANGUARD INDEX FDS (VNQ) 23,619 -538 $2,043
     VNQ23,619-538$2,043
JOHNSON & JOHNSON 12,850 +31 $2,033
     JNJ12,850+31$2,033
INVESCO EXCH TRD SLF IDX FD 97,190 +2,200 $1,951
     BSCS97,190+2,200$1,951
WISDOMTREE TR 59,308 -448 $1,938
     DES59,308-448$1,938
FAIR ISAAC CORP 1,540 -50 $1,924
     FICO1,540-50$1,924
VISA INC 6,677 -190 $1,864
     V6,677-190$1,864
SCHWAB STRATEGIC TR 36,474 +377 $1,796
     SCHA36,474+377$1,796
WASTE MGMT INC DEL 8,302 -50 $1,770
     WM8,302-50$1,770
INVESCO EXCH TRD SLF IDX FD 91,920 +1,375 $1,766
     BSCQ91,920+1,375$1,766
INVESCO EXCH TRD SLF IDX FD 84,771 -22,182 $1,732
     BSCP84,771-22,182$1,732
INTERCONTINENTAL EXCHANGE IN (ICE) 12,466 -147 $1,713
     ICE12,466-147$1,713
EXXON MOBIL CORP 14,198 -68 $1,650
     XOM14,198-68$1,650
ILLINOIS TOOL WKS INC 6,141 -122 $1,648
     ITW6,141-122$1,648
INTERNATIONAL BUSINESS MACHS 8,549 +733 $1,633
     IBM8,549+733$1,633
CHEVRON CORP NEW 10,243 -19 $1,616
     CVX10,243-19$1,616
AMGEN INC 5,561 -34 $1,581
     AMGN5,561-34$1,581
TRANE TECHNOLOGIES PLC 5,260 -195 $1,579
     TT5,260-195$1,579
STRYKER CORPORATION 4,368 +31 $1,563
     SYK4,368+31$1,563
ALPHABET INC 10,307 -2,360 $1,556
     GOOGL10,307-2,360$1,556
SCHWAB CHARLES CORP 21,176 +176 $1,532
     SCHW21,176+176$1,532
SCHWAB STRATEGIC TR 38,971 -371 $1,521
     SCHF38,971-371$1,521
VANGUARD INDEX FDS (VO) 6,004 -50 $1,500
     VO6,004-50$1,500
SCHWAB STRATEGIC TR 23,341 +1,961 $1,449
     SCHX23,341+1,961$1,449
BANK AMERICA CORP 35,552 -400 $1,348
     BAC35,552-400$1,348
HUNTINGTON BANCSHARES INC (HBAN) 92,755 +13,698 $1,294
     HBAN92,755+13,698$1,294
AUTOMATIC DATA PROCESSING IN 5,168 UNCH $1,291
     ADP5,168UNCH$1,291
INTEL CORP 27,144 -14,759 $1,199
     INTC27,144-14,759$1,199
CATERPILLAR INC 3,228 -250 $1,183
     CAT3,228-250$1,183
ABBOTT LABS 10,369 -279 $1,179
     ABT10,369-279$1,179
PROCTER AND GAMBLE CO 7,252 +10 $1,177
     PG7,252+10$1,177
MONDELEZ INTL INC 15,822 -280 $1,108
     MDLZ15,822-280$1,108
CISCO SYS INC 21,579 +56 $1,077
     CSCO21,579+56$1,077
MERCK & CO INC 8,040 +823 $1,061
     MRK8,040+823$1,061
EDWARDS LIFESCIENCES CORP 10,676 -250 $1,020
     EW10,676-250$1,020
JOHNSON CTLS INTL PLC 15,473 -532 $1,011
     JCI15,473-532$1,011
ISHARES TR (EFA) 12,208 -140 $975
     EFA12,208-140$975
CROWDSTRIKE HLDGS INC 3,030 -886 $971
     CRWD3,030-886$971
NEXTERA ENERGY INC 14,989 -255 $958
     NEE14,989-255$958
ADVANCED MICRO DEVICES INC 5,300 -10 $957
     AMD5,300-10$957
EATON CORP PLC 3,027 +92 $946
     ETN3,027+92$946
ABBVIE INC 5,136 +130 $935
     ABBV5,136+130$935
LOCKHEED MARTIN CORP 2,024 -200 $921
     LMT2,024-200$921
QUALCOMM INC 5,333 +5,333 $903
     QCOM5,333+5,333$903
ABRDN ETFS (BCI) 45,542 -1,632 $900
     BCI45,542-1,632$900
VANGUARD INTL EQUITY INDEX F (VWO) 21,552 +511 $900
     VWO21,552+511$900
PAYPAL HLDGS INC 13,401 -12,172 $898
     PYPL13,401-12,172$898
THERMO FISHER SCIENTIFIC INC 1,500 UNCH $872
     TMO1,500UNCH$872
ELI LILLY & CO 1,102 +18 $857
     LLY1,102+18$857
SELECT SECTOR SPDR TR (XLI) 6,762 +1,771 $852
     XLI6,762+1,771$852
ISHARES INC (IEMG) 16,090 -775 $830
     IEMG16,090-775$830
NVIDIA CORPORATION 890 +890 $804
     NVDA890+890$804
ONTO INNOVATION INC 4,420 -1,755 $800
     ONTO4,420-1,755$800
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,430 +172 $796
     MDY1,430+172$796
ETHAN ALLEN INTERIORS INC 22,646 -550 $783
     ETD22,646-550$783
FORTINET INC 11,380 +11,380 $777
     FTNT11,380+11,380$777
AMERICAN EXPRESS CO 3,355 +34 $764
     AXP3,355+34$764
WILLIAMS COS INC 19,415 -150 $757
     WMB19,415-150$757
SCHWAB STRATEGIC TR 19,578 -400 $701
     SCHC19,578-400$701
SPDR SER TR (KBE) 14,780 +70 $696
     KBE14,780+70$696
ISHARES TR (IWB) 2,342 UNCH $675
     IWB2,342UNCH$675
TEXAS INSTRS INC 3,769 +28 $657
     TXN3,769+28$657
CONOCOPHILLIPS 5,088 +30 $648
     COP5,088+30$648
SELECT SECTOR SPDR TR (XLB) 6,888 +3,075 $640
     XLB6,888+3,075$640
SHOPIFY INC 8,155 +3,690 $629
     SHOP8,155+3,690$629
BOISE CASCADE CO DEL 4,080 +4,080 $626
     BCC4,080+4,080$626
META PLATFORMS INC 1,290 +5 $626
     META1,290+5$626
SCHWAB STRATEGIC TR 7,605 +11 $619
     SCHM7,605+11$619
COCA COLA CO 10,031 -313 $614
     KO10,031-313$614
BERKLEY W R CORP 6,867 +1,954 $607
     WRB6,867+1,954$607
SELECT SECTOR SPDR TR (XLK) 2,902 -25 $604
     XLK2,902-25$604
APPLIED MATLS INC 2,900 +10 $598
     AMAT2,900+10$598
SCHWAB STRATEGIC TR 22,909 -763 $578
     SCHE22,909-763$578
OWENS CORNING NEW 3,445 +1,060 $575
     OC3,445+1,060$575
WELLS FARGO CO NEW 9,580 UNCH $555
     WFC9,580UNCH$555
PINTEREST INC 15,460 -7,665 $536
     PINS15,460-7,665$536
METLIFE INC 7,225 +7,225 $535
     MET7,225+7,225$535
DUKE ENERGY CORP NEW 5,236 UNCH $506
     DUK5,236UNCH$506
SPDR GOLD TR (GLD) 2,447 +1,375 $503
     GLD2,447+1,375$503
PFIZER INC 18,001 -250 $500
     PFE18,001-250$500
ELEVANCE HEALTH INC 962 +27 $499
     ELV962+27$499
SALESFORCE INC 1,603 +1,603 $483
     CRM1,603+1,603$483
ALPHABET INC 3,174 UNCH $483
     GOOG3,174UNCH$483
WISDOMTREE TR 9,760 +165 $476
     DON9,760+165$476
BANK NEW YORK MELLON CORP 8,170 +3,215 $471
     BK8,170+3,215$471
MARATHON PETE CORP 2,301 +68 $464
     MPC2,301+68$464
BRISTOL MYERS SQUIBB CO 8,464 -357 $459
     BMY8,464-357$459
MARRIOTT INTL INC NEW 1,808 +545 $456
     MAR1,808+545$456
FIRST TR EXCHANGE TRADED FD (EMLP) 15,270 UNCH $451
     EMLP15,270UNCH$451
WORKDAY INC 1,600 -1,447 $436
     WDAY1,600-1,447$436
ISHARES TR (OEF) 1,700 UNCH $421
     OEF1,700UNCH$421
DISNEY WALT CO 3,425 UNCH $419
     DIS3,425UNCH$419
DEERE & CO 1,010 UNCH $415
     DE1,010UNCH$415
SCHWAB STRATEGIC TR 5,133 +101 $414
     SCHD5,133+101$414
TRI POINTE HOMES INC 10,620 +10,620 $411
     TPH10,620+10,620$411
MEDTRONIC PLC 4,644 -250 $405
     MDT4,644-250$405
ISHARES TR (CMF) 6,962 +6,962 $401
     CMF6,962+6,962$401
GENERAL ELECTRIC CO 2,254 +50 $396
     GE2,254+50$396
SELECT SECTOR SPDR TR (XLE) 4,094 -510 $387
     XLE4,094-510$387
ORACLE CORP 3,072 -507 $386
     ORCL3,072-507$386
BOSTON SCIENTIFIC CORP 5,522 +687 $378
     BSX5,522+687$378
MONSTER BEVERAGE CORP NEW 6,118 +30 $363
     MNST6,118+30$363
VANGUARD SPECIALIZED FUNDS (VIG) 1,939 +45 $354
     VIG1,939+45$354
TRAVELERS COMPANIES INC 1,522 UNCH $350
     TRV1,522UNCH$350
UNITEDHEALTH GROUP INC 658 UNCH $326
     UNH658UNCH$326
MCKESSON CORP 605 -30 $325
     MCK605-30$325
PULTE GROUP INC 2,620 +2,620 $316
     PHM2,620+2,620$316
SELECT SECTOR SPDR TR (XLV) 2,138 -100 $316
     XLV2,138-100$316
QUANTA SVCS INC 1,209 UNCH $314
     PWR1,209UNCH$314
SELECT SECTOR SPDR TR (XLF) 7,333 -1,232 $309
     XLF7,333-1,232$309
MARVELL TECHNOLOGY INC 4,305 +4,305 $305
     MRVL4,305+4,305$305
MCDONALDS CORP 1,070 -248 $302
     MCD1,070-248$302
COSTCO WHSL CORP NEW 398 +18 $292
     COST398+18$292
DOLLAR TREE INC 2,018 -129 $269
     DLTR2,018-129$269
PAYCHEX INC 2,180 -160 $268
     PAYX2,180-160$268
WISDOMTREE TR 5,800 -400 $266
     IHDG5,800-400$266
SHERWIN WILLIAMS CO 750 UNCH $260
     SHW750UNCH$260
INTERCONTINENTAL HOTELS GROU 2,437 +2,437 $257
     IHG2,437+2,437$257
M I HOMES INC 1,860 +50 $254
     MHO1,860+50$254
VANGUARD WHITEHALL FDS (VYM) 2,075 +2,075 $251
     VYM2,075+2,075$251
IRON MTN INC DEL 3,110 +3,110 $249
     IRM3,110+3,110$249
ISHARES TR (IJH) 4,001 +4,001 $243
     IJH4,001+4,001$243
HCA HEALTHCARE INC 708 -100 $236
     HCA708-100$236
DTE ENERGY CO 2,088 UNCH $234
     DTE2,088UNCH$234
SCHWAB STRATEGIC TR 2,521 +3 $234
     SCHG2,521+3$234
SCHWAB STRATEGIC TR 3,080 +2 $234
     SCHV3,080+2$234
DOCUSIGN INC 3,809 +9 $227
     DOCU3,809+9$227
ISHARES TR (IWR) 2,700 +2,700 $227
     IWR2,700+2,700$227
REPUBLIC SVCS INC 1,185 +1,185 $227
     RSG1,185+1,185$227
MOTOROLA SOLUTIONS INC 600 +600 $213
     MSI600+600$213
AMERICAN INTL GROUP INC 2,700 +2,700 $211
     AIG2,700+2,700$211
CITIGROUP INC 3,189 +3,189 $202
     C3,189+3,189$202
ISHARES TR (IWF) 600 +600 $202
     IWF600+600$202
ADOBE INC $0 (exited)
     ADBE0-1,743$0
DROPBOX INC $0 (exited)
     DBX0-8,875$0
EMCOR GROUP INC $0 (exited)
     EME0-1,755$0
3M CO $0 (exited)
     MMM0-4,841$0
PROCORE TECHNOLOGIES INC $0 (exited)
     PCOR0-3,475$0
NUVEEN NASDAQ 100 DYNAMIC OV 0 -8,650 $0 (exited)
     QQQX0-8,650$0

See Summary: Aspen Investment Management Inc Top Holdings
See Details: Top 10 Stocks Held By Aspen Investment Management Inc

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