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Aspen Wealth Strategies, LLC

All holdings · as of Jun 30, 2026

89 positions

CompanyClassValueShares% of portfolio
PTC Inc—$206.8K1,8200.1%
COCA COLA CO—$212.5K2,6150.1%
J P MORGAN EXCHANGE TRADED F—$214.0K3,7890.1%
ISHARES TR—$215.5K2,0630.1%
ABBOTT LABORATORIES—$215.9K2,3790.1%
STATE STR SPDR S&P 500 ETF T—$224.8K3010.1%
Devon Energy Corp—$226.5K5,4810.1%
SPDR GOLD TR—$226.6K6150.1%
FIRST TR EXCH TRADED FD III—$230.9K12,9160.1%
PFIZER INC—$236.8K9,8320.1%
CATERPILLAR INC—$240.7K2260.1%
Medtronic plc—$242.3K3,0970.1%
ISHARES TR—$251.3K4,9680.1%
VANECK ETF TRUST—$259.6K11,3350.1%
FTAI Aviation Ltd—$270.0K9980.1%
J P MORGAN EXCHANGE TRADED F—$275.3K5,3980.1%
LOWES COMPANIES INC—$299.0K1,3560.1%
AGNC Investment Corp.—$313.0K28,7200.2%
EXCHANGE TRADED CONCEPTS TRU—$321.9K7,5190.2%
Merck & Co., Inc.—$338.5K2,6340.2%
HEALTHPEAK PROPERTIES, INC.—$347.0K16,2140.2%
VANGUARD TAX-MANAGED FDS—$362.7K5,0900.2%
BHP Group LtdBHPADR$381.7K4,5820.2%
ISHARES TR—$392.3K2,3970.2%
JOHNSON & JOHNSON—$395.7K1,5580.2%
SIMPLIFY EXCHANGE TRADED FUN—$413.3K20,4890.2%
EA SERIES TRUST—$426.5K11,7430.2%
QUALCOMM INC/DE—$445.9K2,4130.2%
EXXON MOBIL CORP—$449.7K3,2890.2%
SCHWAB STRATEGIC TR—$491.3K15,4940.2%
RIO TINTO PLC—$502.7K5,2960.2%
CITIGROUP INC—$511.7K3,6560.2%
Northrop Grumman Corp—$513.9K1,0090.2%
EOG RESOURCES INC—$518.9K4,0000.3%
VANGUARD WORLD FD—$519.7K2,6550.3%
iShares MSCI UAE ETF—$542.1K5,0910.3%
NEXTERA ENERGY INC—$542.9K6,1860.3%
KROGER CO—$548.9K9,8840.3%
Morgan Stanley—$553.3K2,6470.3%
ConocoPhillips—$600.4K5,7750.3%
UNITEDHEALTH GROUP INC—$605.4K1,4570.3%
ISHARES TR—$625.3K5,8100.3%
The Boeing Company—$634.3K2,9300.3%
VANGUARD MUN BD FDS—$637.4K12,6020.3%
Warren E. Buffett—$646.5K1,2920.3%
VERIZON COMMUNICATIONS INC—$653.7K15,4390.3%
Alphabet Inc.—$672.0K1,9020.3%
SLB LIMITED/NV—$694.1K14,9300.3%
Meta Platforms Inc—$698.2K1,2400.3%
United Airlines Holdings Inc—$712.7K5,2410.3%
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