Notify me when Aspen Investment Management Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 176 | $331,299,000 | +$77,671,696 | -$6,609,371 | +$71,062,325 | SPY, RSP, AAPL, MSFT, IWM | 13F-HR | 06 Feb 2026, 11:46 |
| Q3 2025 | 149 | $258,810,000 | +$14,070,373 | -$7,100,300 | +$6,970,073 | SPY, RSP, MSFT, IWM, IEFA | 13F-HR | 12 Nov 2025, 15:28 |
| Q2 2025 | 147 | $237,769,000 | +$16,479,661 | -$13,415,936 | +$3,063,725 | SPY, RSP, MSFT, IWM, IEFA | 13F-HR | 11 Aug 2025, 16:47 |
| Q1 2025 | 146 | $216,897,000 | +$14,722,903 | -$10,065,974 | +$4,656,929 | SPY, RSP, IGIB, MSFT, IWM | 13F-HR | 20 May 2025, 09:44 |
| Q4 2024 | 141 | $215,382,000 | +$14,904,525 | -$9,257,010 | +$5,647,515 | SPY, RSP, IWM, MSFT, IGIB | 13F-HR | 03 Feb 2025, 11:40 |
| Q3 2024 | 147 | $214,382,000 | +$8,781,094 | -$7,441,689 | +$1,339,405 | SPY, RSP, IWM, MSFT, IGIB | 13F-HR | 08 Nov 2024, 11:21 |
| Q2 2024 | 148 | $200,369,000 | +$11,924,958 | -$9,300,005 | +$2,624,953 | SPY, RSP, MSFT, IWM, IGIB | 13F-HR | 26 Jul 2024, 10:44 |
| Q1 2024 | 153 | $196,899,000 | +$16,089,022 | -$9,187,985 | +$6,901,037 | SPY, MSFT, RSP, IWM, IEFA | 13F-HR | 26 Apr 2024, 13:09 |
| Q4 2023 | 139 | $178,983,000 | +$19,307,334 | -$20,302,086 | -$994,752 | SPY, MSFT, RSP, IWM, IEFA | 13F-HR | 09 Feb 2024, 11:54 |
| Q3 2023 | 137 | $165,039,000 | +$12,932,852 | -$11,026,360 | +$1,906,492 | SPY, MSFT, RSP, BSCO, BSCN | 13F-HR | 01 Nov 2023, 11:41 |
| Q2 2023 | 138 | $168,259,000 | +$13,083,964 | -$6,689,788 | +$6,394,176 | SPY, BSCN, MSFT, BSCO, RSP | 13F-HR | 28 Jul 2023, 10:37 |
| Q1 2023 | 128 | $156,348,000 | +$10,565,901 | -$9,289,075 | +$1,276,826 | SPY, BSCN, BSCO, RSP, IEFA | 13F-HR | 16 May 2023, 14:29 |
| Q4 2022 | 125 | $152,950,000 | +$7,945,408 | -$16,027,211 | -$8,081,803 | SPY, BSCN, BSCO, FTSL, IWM | 13F-HR | 06 Feb 2023, 16:21 |
| Q3 2022 | 128 | $149,866,000 | +$7,986,326 | -$10,073,143 | -$2,086,817 | SPY, BSCN, FTSL, MSFT, BSCO | 13F-HR | 09 Nov 2022, 10:37 |
| Q2 2022 | 137 | $159,750,000 | +$11,027,496 | -$15,684,623 | -$4,657,127 | SPY, BSCN, FTSL, MSFT, IWM | 13F-HR | 15 Aug 2022, 10:08 |
| Q1 2022 | 143 | $190,663,000 | +$15,453,229 | -$16,604,868 | -$1,151,639 | SPY, MSFT, BSCN, IWM, FPE | 13F-HR | 11 May 2022, 09:16 |
| Q4 2021 | 140 | $203,040,000 | +$12,090,290 | -$8,950,362 | +$3,139,928 | SPY, MSFT, IWM, IEFA, FPE | 13F-HR | 26 Jan 2022, 11:12 |
| Q3 2021 | 138 | $188,990,000 | +$13,851,463 | -$13,869,925 | -$18,462 | SPY, MSFT, IWM, IEFA, FPE | 13F-HR | 06 Dec 2021, 10:18 |
| Q2 2021 | 145 | $191,174,000 | +$10,872,061 | -$7,642,306 | +$3,229,755 | SPY, MSFT, IWM, PYPL, IEFA | 13F-HR | 04 Aug 2021, 09:23 |
| Q1 2021 | 142 | $179,344,000 | +$17,843,840 | -$16,513,323 | +$1,330,517 | SPY, IWM, MSFT, IEFA, PYPL | 13F-HR | 10 Jun 2021, 10:37 |
| Q4 2020 | 134 | $168,883,000 | +$13,878,983 | -$9,882,877 | +$3,996,106 | SPY, MSFT, IWM, IEFA, PYPL | 13F-HR | 25 Jan 2021, 15:54 |
| Q3 2020 | 123 | $149,990,000 | +$10,235,895 | -$6,275,120 | +$3,960,775 | SPY, MSFT, FPE, IWM, PYPL | 13F-HR | 30 Nov 2020, 15:45 |
| Q2 2020 | 117 | $139,579,000 | +$19,657,725 | -$14,889,904 | +$4,767,821 | SPY, MSFT, FPE, IWM, FTSL | 13F-HR | 06 Aug 2020, 11:27 |
| Q1 2020 | 105 | $115,432,000 | +$13,275,169 | -$30,969,374 | -$17,694,205 | SPY, FPE, AMZN, MSFT, FTSL | 13F-HR | 15 May 2020, 14:57 |
| Q4 2019 | 130 | $160,472,000 | +$6,769,055 | -$5,105,383 | +$1,663,672 | SPY, RSP, IWM, FPE, FTSL | 13F-HR | 14 Feb 2020, 15:12 |
| Q3 2019 | 131 | $149,794,000 | +$1,884,495 | -$4,911,740 | -$3,027,245 | SPY, RSP, IWM, FPE, FTSL | 13F-HR | 13 Nov 2019, 09:36 |
| Q2 2019 | 136 | $152,008,000 | +$6,796,560 | -$2,792,076 | +$4,004,484 | SPY, RSP, IWM, FPE, FTSL | 13F-HR | 12 Aug 2019, 11:13 |
| Q1 2019 | 137 | $143,271,000 | +$7,001,376 | -$2,188,254 | +$4,813,122 | SPY, RSP, IWM, FPE, FTSL | 13F-HR | 15 May 2019, 16:36 |
| Q4 2018 | 129 | $124,657,000 | +$7,119,389 | -$17,300,121 | -$10,180,732 | SPY, RSP, IWM, FPE, FTSL | 13F-HR | 15 Feb 2019, 09:11 |
| Q3 2018 | 147 | $151,267,000 | +$6,116,306 | -$4,602,591 | +$1,513,715 | SPY, IWM, RSP, BSCJ, FPE | 13F-HR | 13 Nov 2018, 09:27 |
| Q2 2018 | 148 | $144,696,000 | +$21,935,801 | -$18,927,116 | +$3,008,685 | SPY, RSP, IWM, BSCJ, FPE | 13F-HR | 14 Aug 2018, 15:24 |
| Q1 2018 | 140 | $139,498,000 | +$11,611,012 | -$10,134,070 | +$1,476,942 | SPY, RSP, IWM, FPE, BSCJ | 13F-HR | 16 May 2018, 10:36 |
| Q4 2017 | 140 | $140,669,000 | +$9,455,575 | -$7,303,617 | +$2,151,958 | SPY, RSP, IGIB, IWM, SCHF | 13F-HR | 15 Feb 2018, 11:57 |
| Q3 2017 | 138 | $134,657,000 | +$6,383,260 | -$8,901,610 | -$2,518,350 | SPY, IGIB, RSP, IWM, HYS | 13F-HR | 15 Nov 2017, 17:09 |
| Q2 2017 | 131 | $132,906,000 | +$6,350,948 | -$11,352,573 | -$5,001,625 | SPY, XOM, IGIB, RSP, HYS | 13F-HR | 15 Aug 2017, 11:35 |
| Q1 2017 | 129 | $135,029,000 | +$15,654,784 | -$17,694,342 | -$2,039,558 | SPY, XOM, IGIB, WM, RSP | 13F-HR | 03 May 2017, 17:14 |
| Q4 2016 | 130 | $132,761,000 | +$8,947,210 | -$3,519,466 | +$5,427,744 | IOC, SPY, IGIB, WM, RSP | 13F-HR | 27 Feb 2017, 13:02 |
| Q3 2016 | 124 | $126,132,000 | +$2,068,311 | -$2,347,390 | -$279,079 | IOC, SPY, IGIB, WM, HYS | 13F-HR | 08 Nov 2016, 11:07 |
| Q2 2016 | 126 | $121,532,000 | +$10,894,545 | -$5,238,394 | +$5,656,151 | IOC, SPY, IGIB, WM, HYS | 13F-HR | 09 Aug 2016, 09:57 |
| Q1 2016 | 117 | $109,181,000 | +$13,129,639 | -$5,159,191 | +$7,970,448 | SPY, IOC, IGIB, HYS, RSP | 13F-HR | 29 Apr 2016, 11:37 |
| Q4 2015 | 117 | $100,585,000 | +$4,368,066 | -$9,216,052 | -$4,847,986 | IOC, IGIB, SPY, HYS, FTA | 13F-HR | 11 Feb 2016, 09:20 |
| Q3 2015 | 117 | $102,472,000 | +$4,418,257 | -$5,851,474 | -$1,433,217 | IOC, IGIB, SPY, HYS, WM | 13F-HR | 13 Nov 2015, 13:34 |
| Q2 2015 | 122 | $119,074,000 | +$4,244,952 | -$13,409,281 | -$9,164,329 | IOC, IGIB, HYS, SPY, WM | 13F-HR | 23 Jul 2015, 15:25 |
| Q1 2015 | 127 | $124,991,000 | +$11,620,853 | -$6,127,693 | +$5,493,160 | IOC, SDY, IGIB, HYS, SPY | 13F-HR | 30 Apr 2015, 15:22 |
| Q4 2014 | 123 | $119,060,000 | +$7,378,124 | -$9,220,409 | -$1,842,285 | IOC, SDY, IGIB, HYS, SPY | 13F-HR | 09 Feb 2015, 12:06 |
| Q3 2014 | 117 | $119,557,000 | +$2,149,360 | -$42,672,981 | -$40,523,621 | IOC, SDY, IGIB, HYS, BKLN | 13F-HR | 20 Oct 2014, 15:15 |
| Q2 2014 | 135 | $163,754,000 | +$12,343,380 | -$8,873,751 | +$3,469,629 | IOC, SDY, IGIB, HYS, BKLN | 13F-HR | 11 Aug 2014, 13:56 |
| Q1 2014 | 122 | $156,806,000 | +$6,547,406 | -$3,580,358 | +$2,967,048 | IOC, SDY, IGIB, HYS, SPY | 13F-HR | 01 May 2014, 11:08 |
| Q4 2013 | 126 | $149,932,000 | $0 | $0 | $0 | IOC, SDY, SPY, HYS, BKLN | 13F-HR | 27 Jan 2014, 15:59 |