Advertisement
Screener

Aspen Investment Management Inc Historic Quarter Change: USA Stocks, Added, 2025 Q2

Aspen Investment Management Inc historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Aspen Investment Management Inc opened 124 positions, added to 540, reduced 753 and sold out of 102.

  • Q2 2025: Stock TT; Country of operation —; Class SHS; Shares before 5,086.
  • Q2 2025: Stock PWR; Country of operation United States; Class COM; Shares before 3,056.
  • Q2 2025: Stock IBM; Country of operation United States; Class COM; Shares before 6,557.
  • Q2 2025: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 5,857.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1541596), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-20); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-23); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-20); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-27); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025TT
TRANE TECHNOLOGIES PLC
SHS5,0865,127+41$1,714$2,243+$5292025-08-11
Q2 2025PWR
QUANTA SVCS INC
United StatesCOM3,0563,397+341$777$1,284+$5072025-08-11
Q2 2025IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM6,5577,079+522$1,631$2,087+$4562025-08-11
Q2 2025GLD
SPDR GOLD TR
United StatesGOLD SHS5,8576,978+1,121$1,688$2,127+$4392025-08-11
Q2 2025SCHW
SCHWAB CHARLES CORP
United StatesCOM24,16524,470+305$1,892$2,233+$3412025-08-11
Q2 2025ETN
EATON CORP PLC
SHS3,4473,464+17$937$1,237+$3002025-08-11
Q2 2025AXP
AMERICAN EXPRESS CO
United StatesCOM3,2863,678+392$884$1,173+$2892025-08-11
Q2 2025BSX
BOSTON SCIENTIFIC CORP
United StatesCOM8,70010,474+1,774$878$1,125+$2472025-08-11
Q2 2025AAPL
APPLE INC
United StatesCOM15,76116,106+345$3,501$3,305-$1962025-08-11
Q2 2025SYK
STRYKER CORPORATION
United StatesCOM4,9255,127+202$1,834$2,028+$1942025-08-11
Q2 2025GLW
CORNING INC
United StatesCOM25,01625,214+198$1,145$1,326+$1812025-08-11
Q2 2025CSCO
CISCO SYS INC
United StatesCOM20,85621,057+201$1,287$1,461+$1742025-08-11
Q2 2025GE
GE AEROSPACE
United StatesCOM NEW2,2442,419+175$449$623+$1742025-08-11
Q2 2025ICE
INTERCONTINENTAL EXCHANGE IN
United StatesCOM13,06813,119+51$2,254$2,407+$1532025-08-11
Q2 2025MRVL
MARVELL TECHNOLOGY INC
United StatesCOM7,0097,495+486$432$580+$1482025-08-11
Q2 2025WMB
WILLIAMS COS INC
United StatesCOM20,67421,974+1,300$1,235$1,380+$1452025-08-11
Q2 2025WFC
WELLS FARGO CO NEW
United StatesCOM10,16310,738+575$730$860+$1302025-08-11
Q2 2025AIG
AMERICAN INTL GROUP INC
United StatesCOM NEW6,0517,120+1,069$526$609+$832025-08-11
Q2 2025COST
COSTCO WHSL CORP NEW
United StatesCOM1,0631,098+35$1,005$1,087+$822025-08-11
Q2 2025IRM
IRON MTN INC DEL
United StatesCOM4,5314,535+4$390$465+$752025-08-11
Q2 2025V
VISA INC
United StatesCOM CL A7,3347,400+66$2,570$2,627+$572025-08-11
Q2 2025ABBV
ABBVIE INC
United StatesCOM4,5334,823+290$950$895-$552025-08-11
Q2 2025MPC
MARATHON PETE CORP
United StatesCOM2,6212,622+1$382$435+$532025-08-11
Q2 2025ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM5,4075,487+80$1,652$1,692+$402025-08-11
Q2 2025DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW4,8695,319+450$594$628+$342025-08-11
Q2 2025HCA
HCA HEALTHCARE INC
United StatesCOM699706+7$242$271+$292025-08-11
Q2 2025ITW
ILLINOIS TOOL WKS INC
United StatesCOM6,2366,345+109$1,547$1,569+$222025-08-11
Q2 2025DOCU
DOCUSIGN INC
United StatesCOM3,6984,133+435$301$322+$212025-08-11
Q2 2025HD
HOME DEPOT INC
United StatesCOM6,1336,172+39$2,248$2,263+$152025-08-11
Q2 2025NEE
NEXTERA ENERGY INC
United StatesCOM15,46415,600+136$1,096$1,083-$132025-08-11
Q2 2025LLY
ELI LILLY & CO
United StatesCOM9731,017+44$804$793-$112025-08-11
Q2 2025ELV
ELEVANCE HEALTH INC
United StatesCOM1,0481,143+95$456$445-$112025-08-11
Q2 2025MDLZ
MONDELEZ INTL INC
United StatesCL A15,46615,468+2$1,049$1,043-$62025-08-11

Similar Firms

Firm NameCountry13F ValueHoldings
Investor's Fiduciary Advisor Network, LLCUnited States$0.000B270
Verde Servicos Internacionais S.A.Brazil$0.000B50
Ceeto Capital Group, LLCUnited States$0.000B164
WealthBridge Investment Counsel Inc.Canada$0.000B42
Athos Capital LtdHong Kong$0.000B44
Select Asset Management & TrustUnited States$0.000B93
HAZLETT, BURT & WATSON, INC.United States$0.000B14,170
BCR Wealth Strategies, LLCUnited States$0.000B36
Neumann Advisory Hong Kong LtdHong Kong$0.000B6
NATIONAL MUTUAL FUNDS MANAGEMENT LTDAustralia$0.000B2