Aspen-Wealth-Strategies
AI_NATIVE detailed information: This accession holds the following tickers:[ "MCHI", null, null, "ABT", "ABBV", "APD", null, "GOOGL", "T", "AVGO", "LOW", null, "COF", "DUK", null, null, "EOG", null, null, "HD", "QCOM", "FSCO", "MUB", "META", "MDT", "MSFT", "MS", "KR", "NOC", "VHT", "DOC", null, "IVV", "UNH", "AAPL", "PFE", "MRK", "VZ", "IEFA", null, "SLB", "RIO", "SBUX", "AGNC", null, null, null, null, null, "VIGI", "AMZN", null, null, null, "VYMI", "VTEB", null, "VTV", "V", "WMT", null, "XEL", null, null, "PTC", "SCHD", "SCHG", "ESGU", "LULU", "BRK-B", "BHP", "CVX", "CHTR", "CSCO", "C", "KO", "COP", "DE", "NEE", "GOOG", "XOM", "JNJ", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-30
- Total Holdings
- 83
- Total Value
- 152561876
- Accession Number
- 0001951757-25-000485
- Form Type
- 13F-HR
- Manager Name
- Aspen-Wealth-Strategies
Data Enrichment
73% identified61 identified22 unidentified
Holdings
83 positions • $152.6M total value
Manager:
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Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
COCA COLA CO(KOcusip191216100) | 3.0K | QoQ NEW(+3.0K) YoY NEW(+3.0K) | All Managers (Combined) | $215.2K | 0.1% ($215.2K/$152.6M) | QoQ NEW(+$215.2K) YoY NEW(+$215.2K) |
| 20.4K | QoQ NEW(+20.4K) YoY NEW(+20.4K) | All Managers (Combined) | $195.6K | 0.1% ($195.6K/$152.6M) | QoQ NEW(+$195.6K) YoY NEW(+$195.6K) | |
| 11.1K | All Managers (Combined) | $78.5K | 0.1% ($78.5K/$152.6M) |