Aspen Wealth Strategies, LLC
All holdings · as of Jun 30, 2026
| Company | Value ↓ | % of portfolio |
|---|---|---|
| ISHARES TR | $24.19M | 11.7% |
| VANGUARD INDEX FDS | $24.11M | 11.7% |
| SCHWAB STRATEGIC TR | $17.53M | 8.5% |
| ISHARES TR | $16.12M | 7.8% |
| VANECK ETF TRUST | $9.72M | 4.7% |
| Broadcom Inc. | $8.29M | 4.0% |
| FIDELITY COVINGTON TRUST | $7.98M | 3.9% |
| SIMPLIFY EXCHANGE TRADED FUN | $6.92M | 3.3% |
| ISHARES TR | $6.76M | 3.3% |
| INVESCO EXCHANGE TRADED FD T | $6.03M | 2.9% |
| VANGUARD INDEX FDS | $4.53M | 2.2% |
| Alphabet Inc. | $4.23M | 2.0% |
| Global X Artificial Intelligence & Technology ETF | $3.83M | 1.9% |
| ISHARES TR | $3.63M | 1.8% |
| VANGUARD WORLD FD | $3.46M | 1.7% |
| SPDR SERIES TRUST | $3.12M | 1.5% |
| Apple Inc. | $2.83M | 1.4% |
| The PNC Financial Services Group, Inc. | $2.65M | 1.3% |
| JPMORGAN CHASE & CO | $2.62M | 1.3% |
| AbbVie Inc. | $2.57M | 1.2% |
| MICROSOFT CORP | $2.54M | 1.2% |
| JANUS DETROIT STR TR | $2.03M | 1.0% |
| DEERE & CO | $1.84M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $1.72M | 0.8% |
| Amazon.com Inc | $1.62M | 0.8% |
| FIRST TR EXCHANGE-TRADED FD | $1.55M | 0.7% |
| CISCO SYSTEMS, INC. | $1.52M | 0.7% |
| CHEVRON CORP | $1.41M | 0.7% |
| Walmart Inc. | $1.28M | 0.6% |
| Air Products & Chemicals, Inc. | $1.17M | 0.6% |
| XCEL ENERGY INC | $1.12M | 0.5% |
| CAPITAL ONE FINANCIAL CORP | $1.06M | 0.5% |
| Visa Inc | $929.4K | 0.4% |
| JANUS DETROIT STR TR | $872.9K | 0.4% |
| VANGUARD WHITEHALL FDS | $817.0K | 0.4% |
| Duke Energy Corp | $806.3K | 0.4% |
| TERADYNE, INC | $748.5K | 0.4% |
| HOME DEPOT, INC. | $742.1K | 0.4% |
| STARBUCKS CORP | $720.4K | 0.3% |
| United Airlines Holdings Inc | $712.7K | 0.3% |
| Meta Platforms Inc | $698.2K | 0.3% |
| SLB LIMITED/NV | $694.1K | 0.3% |
| Alphabet Inc. | $672.0K | 0.3% |
| VERIZON COMMUNICATIONS INC | $653.7K | 0.3% |
| Warren E. Buffett | $646.5K | 0.3% |
| VANGUARD MUN BD FDS | $637.4K | 0.3% |
| The Boeing Company | $634.3K | 0.3% |
| ISHARES TR | $625.3K | 0.3% |
| UNITEDHEALTH GROUP INC | $605.4K | 0.3% |
| ConocoPhillips | $600.4K | 0.3% |