Holdings
Aspen Wealth Strategies, LLC
As of Jun 30, 2026, Aspen Wealth Strategies, LLC reported 49 positions worth US$54.2M. Largest: Broadcom Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 21,938 | US$8.29M | −723 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,711 | US$4.9M | −1,485 | Jun 30, 2026 |
| Apple Inc | 9,793 | US$2.83M | −24 | Jun 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 10,773 | US$2.65M | +760 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 8,013 | US$2.62M | −42 | Jun 30, 2026 |
| Abbvie Inc. | 10,224 | US$2.57M | +412 | Jun 30, 2026 |
| Microsoft Corp. | 6,811 | US$2.54M | +299 | Jun 30, 2026 |
| Deere & Company | 2,906 | US$1.84M | +18 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,795 | US$1.62M | −130 | Jun 30, 2026 |
| Cisco Systems, Inc. | 12,938 | US$1.52M | −796 | Jun 30, 2026 |