$150 Thousand is the total value of Aspen Investment Management Inc's 135 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Ishares Msci Emrg Mkt Fdmsci emer mkt | $795,000 | +2.4% | 19,033 | 0.0% | 0.53% | -3.6% | |
| NEE | Nextera Energy Inc | $519,000 | +6.8% | 6,060 | 0.0% | 0.35% | +0.6% | |
| SRCL | Stericycle Inc | $513,000 | +0.8% | 4,415 | 0.0% | 0.34% | -5.3% | |
| CHFC | Chemical Financial Corp | $507,000 | +13.4% | 16,018 | 0.0% | 0.34% | +6.6% | |
| UTX | United Technologies | $360,000 | +5.6% | 3,160 | 0.0% | 0.24% | -0.8% | |
| ABBV | ABBVIE INC | $321,000 | +18.0% | 6,083 | 0.0% | 0.21% | +10.9% | |
| IJH | Ishares Tr S&P Midcaps&p midcap 400 | $300,000 | +7.9% | 2,243 | 0.0% | 0.20% | +1.5% | |
| DE | Deere & Co | $272,000 | +12.4% | 2,974 | 0.0% | 0.18% | +5.8% | |
| MMM | 3M Company | $238,000 | +17.2% | 1,700 | 0.0% | 0.16% | +10.4% | |
| FHI | Federated Investors | $231,000 | +6.0% | 8,020 | 0.0% | 0.15% | 0.0% | |
| BCE | B C E Inc | $211,000 | +1.4% | 4,873 | 0.0% | 0.14% | -4.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Unit Trust | 42 | Q3 2023 | 11.7% |
| Ishares Tr Russell 2000 | 42 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.4% |
| PIMCO ETF TR | 42 | Q3 2023 | 3.9% |
| First Trust Preferred Securities Etf | 42 | Q3 2023 | 5.1% |
| ISHARES TR | 42 | Q3 2023 | 3.2% |
| Vanguard Reit | 42 | Q3 2023 | 2.4% |
| WASTE MGMT INC DEL | 42 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.0% |
| Exxon Mobil Corporation | 42 | Q3 2023 | 8.7% |
View Aspen Investment Management Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-26 |
View Aspen Investment Management Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.