Holdings
Aspen Wealth Management LLC
As of Sep 30, 2026, Aspen Wealth Management LLC reported 46 positions worth US$40.6M. Largest: Walmart Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Walmart Inc. | 53,125 | US$5.52M | +1,024 | Sep 30, 2026 |
| Apple Inc | 15,239 | US$5.08M | +1,294 | Sep 30, 2026 |
| Microsoft Corp. | 5,150 | US$2.64M | −678 | Sep 30, 2026 |
| Nvidia Corporation | 8,778 | US$2.01M | +2,645 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 3,857 | US$1.92M | +579 | Sep 30, 2026 |
| Cullen/frost Bankers, Inc. | 12,445 | US$1.9M | +23 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 5,429 | US$1.8M | +493 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 5,044 | US$1.72M | +1,303 | Sep 30, 2026 |
| Amazon.com, Inc. | 6,151 | US$1.53M | +1,240 | Sep 30, 2026 |
| Costco Wholesale Corporation | 1,596 | US$1.45M | +260 | Sep 30, 2026 |