Aspen Wealth Strategies, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Morgan Stanley | $553.3K | 0.3% |
| KROGER CO | $548.9K | 0.3% |
| NEXTERA ENERGY INC | $542.9K | 0.3% |
| iShares MSCI UAE ETF | $542.1K | 0.3% |
| VANGUARD WORLD FD | $519.7K | 0.3% |
| EOG RESOURCES INC | $518.9K | 0.3% |
| Northrop Grumman Corp | $513.9K | 0.2% |
| CITIGROUP INC | $511.7K | 0.2% |
| RIO TINTO PLC | $502.7K | 0.2% |
| SCHWAB STRATEGIC TR | $491.3K | 0.2% |
| EXXON MOBIL CORP | $449.7K | 0.2% |
| QUALCOMM INC/DE | $445.9K | 0.2% |
| EA SERIES TRUST | $426.5K | 0.2% |
| SIMPLIFY EXCHANGE TRADED FUN | $413.3K | 0.2% |
| JOHNSON & JOHNSON | $395.7K | 0.2% |
| ISHARES TR | $392.3K | 0.2% |
| BHP Group LtdBHP | $381.7K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $362.7K | 0.2% |
| HEALTHPEAK PROPERTIES, INC. | $347.0K | 0.2% |
| Merck & Co., Inc. | $338.5K | 0.2% |
| EXCHANGE TRADED CONCEPTS TRU | $321.9K | 0.2% |
| AGNC Investment Corp. | $313.0K | 0.2% |
| LOWES COMPANIES INC | $299.0K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $275.3K | 0.1% |
| FTAI Aviation Ltd | $270.0K | 0.1% |
| VANECK ETF TRUST | $259.6K | 0.1% |
| ISHARES TR | $251.3K | 0.1% |
| Medtronic plc | $242.3K | 0.1% |
| CATERPILLAR INC | $240.7K | 0.1% |
| PFIZER INC | $236.8K | 0.1% |
| FIRST TR EXCH TRADED FD III | $230.9K | 0.1% |
| SPDR GOLD TR | $226.6K | 0.1% |
| Devon Energy Corp | $226.5K | 0.1% |
| STATE STR SPDR S&P 500 ETF T | $224.8K | 0.1% |
| ABBOTT LABORATORIES | $215.9K | 0.1% |
| ISHARES TR | $215.5K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $214.0K | 0.1% |
| COCA COLA CO | $212.5K | 0.1% |
| PTC Inc | $206.8K | 0.1% |