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Aspen Wealth Management LLC

All holdings · as of Dec 31, 2025

118 positions

CompanyClassValueShares% of portfolio
J P MORGAN EXCHANGE TRADED F$878.8K13,9090.2%
ISHARES TR$872.8K9,7570.2%
Amazon.com Inc$851.7K3,6900.2%
ISHARES TR$812.5K8,4610.2%
Grifols SA$808.5K86,4660.2%
ISHARES TR$792.6K13,9160.2%
ISHARES TR$763.5K10,9980.2%
ISHARES TR$713.4K14,2660.1%
JOHNSON & JOHNSON$709.1K3,4260.1%
SPDR GOLD TR$688.0K1,7360.1%
Alphabet Inc.$680.3K2,1680.1%
J P MORGAN EXCHANGE TRADED F$590.9K12,7650.1%
ISHARES SILVER TR$562.8K8,7370.1%
CHEVRON CORP$557.3K3,6570.1%
NOVARTIS AG$543.3K3,9410.1%
VANGUARD WHITEHALL FDS$542.0K3,7770.1%
LOCKHEED MARTIN CORP$535.7K1,1070.1%
Regions Financial Corp$474.1K17,4930.1%
Parker-Hannifin Corp$473.8K5390.1%
CULLEN/FROST BANKERS, INC.$467.8K3,6940.1%
ISHARES TR$466.2K4,9400.1%
ISHARES TR$459.3K19,4020.1%
ISHARES TR$456.5K20,4510.1%
ISHARES TR$456.3K19,7690.1%
AbbVie Inc.$427.4K1,8710.1%
Tesla Inc$424.1K9430.1%
PROCTER & GAMBLE Co$417.1K2,9110.1%
ISHARES TR$410.1K17,3530.1%
ISHARES TR$408.1K3,5820.1%
SHOPIFY INC$404.5K2,5130.1%
VANGUARD WORLD FD$403.2K9770.1%
FIRST FINANCIAL BANKSHARES INC$387.2K12,9620.1%
Broadcom Inc.$382.9K1,1060.1%
SPROTT ASSET MANAGEMENT LP$357.1K15,1000.1%
Arista Networks, Inc.ANETCommon Stock$345.9K2,6400.1%
CrowdStrike Holdings, Inc.$338.4K7220.1%
ELI LILLY & Co$337.6K3140.1%
LOWES COMPANIES INC$325.5K1,3500.1%
ISHARES TR$317.8K2,6440.1%
ISHARES INC$308.4K4,8160.1%
ISHARES TR$300.5K11,2920.1%
ISHARES TR$299.5K11,5860.1%
SPDR SERIES TRUST$290.0K3,5150.1%
MARTIN MARIETTA MATERIALS INC$282.9K4540.1%
INVESCO EXCH TRADED FD TR II$282.5K1,1170.1%
DIMENSIONAL ETF TRUST$276.5K6,4960.1%
Mastercard Inc$275.7K4830.1%
VANGUARD MUN BD FDS$268.6K5,3420.1%
ISHARES TR$268.1K2,6140.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$265.9K8750.1%
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