Institutions / Aspen Wealth Strategies, LLC / Activity
Activity — Aspen Wealth Strategies, LLC
42 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287200 Common stock | $1.80M | +2K +8.02% | 32,300 11.70% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $1.02M | +11K +6.76% | 166,874 7.80% of portfolio | low |
| Q2 2026 as of | Add | 808524300 Common stock | $1.01M | +30K +6.11% | 518,026 8.48% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $715.9K | +3K +3.06% | 110,634 11.67% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $453.1K | +5K +17.01% | 35,468 1.51% of portfolio | low |
| Q2 2026 as of | Add | Global X Artificial Intelligence & Technology ETF Common stock | $439.7K | +7K +12.97% | 58,370 1.85% of portfolio | low |
| Q2 2026 as of | Add | 46641Q837 Common stock | $332.1K | +7K +23.86% | 34,086 0.83% of portfolio | low |
| Q2 2026 as of | Add | 47103U845 Common stock | $295.8K | +6K +17.05% | 40,217 0.98% of portfolio | low |
| Q2 2026 as of | Add | 92204A504 Common stock | $286.2K | +957 +9.01% | 11,573 1.67% of portfolio | low |
| Q2 2026 as of | Add | 82889N699 Common stock | $261.1K | +10K +3.92% | 266,834 3.35% of portfolio | low |
| Q2 2026 as of | Add | 31609A503 Common stock | $252.4K | +6K +3.27% | 196,721 3.86% of portfolio | low |
| Q2 2026 as of | Add | 46137V472 Common stock | $188.5K | +2K +3.23% | 53,417 2.92% of portfolio | low |
| Q2 2026 as of | Add | United Airlines Holdings Inc Common stock | $179.5K | +1K +33.66% | 5,241 0.34% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $178.7K | +479 +7.56% | 6,811 1.23% of portfolio | low |
| Q2 2026 as of | Add | 921946794 Common stock | $137.2K | +1K +20.18% | 8,320 0.40% of portfolio | low |
| Q2 2026 as of | Add | 46434V290 Common stock | $129.7K | +1K +1.96% | 75,838 3.27% of portfolio | low |
| Q2 2026 as of | Add | 922908611 Common stock | $126.8K | +522 +2.88% | 18,638 2.19% of portfolio | low |
| Q2 2026 as of | Add | Air Products & Chemicals, Inc. Common stock | $117.3K | +400 +11.14% | 3,991 0.57% of portfolio | low |
| Q2 2026 as of | Add | 464287812 Common stock | $115.2K | +2K +3.27% | 50,014 1.76% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $101.9K | +297 +12.31% | 2,709 0.45% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $90.1K | +358 +3.63% | 10,224 1.24% of portfolio | low |
| Q2 2026 as of | Add | 82889N723 Common stock | $89.0K | +4K +27.44% | 20,489 0.20% of portfolio | low |
| Q2 2026 as of | Add | Northrop Grumman Corp Common stock | $64.7K | +127 +14.40% | 1,009 0.25% of portfolio | low |
| Q2 2026 as of | Add | 33734X721 Common stock | $51.5K | +2K +3.44% | 46,007 0.75% of portfolio | low |
| Q2 2026 as of | Add | Duke Energy Corp Common stock | $50.1K | +396 +6.63% | 6,370 0.39% of portfolio | low |
| Q2 2026 as of | Add | 47103U852 Common stock | $42.5K | +944 +5.11% | 19,402 0.42% of portfolio | low |
| Q2 2026 as of | Add | Nextera Energy Inc Common stock | $40.2K | +458 +8.00% | 6,186 0.26% of portfolio | low |
| Q2 2026 as of | Add | Capital One Financial Corp Common stock | $31.9K | +159 +3.11% | 5,273 0.51% of portfolio | low |
| Q2 2026 as of | Add | BHP BHP Group Ltd ADR | $31.8K | +382 +9.10% | 4,582 0.18% of portfolio | low |
| Q2 2026 as of | Add | 78463V107 Common stock | $23.6K | +64 +11.62% | 615 0.11% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $15.6K | +121 +4.81% | 2,634 0.16% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $12.6K | +68 +2.90% | 2,413 0.22% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $11.6K | +28 +1.96% | 1,457 0.29% of portfolio | low |
| Q2 2026 as of | Add | Xcel Energy Inc Common stock | $11.4K | +142 +1.03% | 13,955 0.54% of portfolio | low |
| Q2 2026 as of | Add | Starbucks Corp Common stock | $10.0K | +98 +1.41% | 7,050 0.35% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $10.0K | +20 +1.57% | 1,292 0.31% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $6.0K | +36 +0.43% | 8,479 0.68% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $5.3K | +39 +1.20% | 3,289 0.22% of portfolio | low |
| Q2 2026 as of | Add | 33739E108 Common stock | $4.9K | +273 +2.16% | 12,916 0.11% of portfolio | low |
| Q2 2026 as of | Add | Lowes Companies Inc Common stock | $3.5K | +16 +1.19% | 1,356 0.14% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $1.8K | +43 +0.28% | 15,439 0.32% of portfolio | low |
| Q2 2026 as of | Add | 46434V878 Common stock | $202 | +4 +0.08% | 4,968 0.12% of portfolio | low |