$102 Million is the total value of Aspen Investment Management Inc's 125 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DYFSF | Exit | Dynacert Inc F | $0 | – | -40,350 | -100.0% | -0.00% | – |
| EAT | Exit | Brinker Intl Inc | $0 | – | -3,509 | -100.0% | -0.17% | – |
| HSP | Exit | Hospira Inc | $0 | – | -2,275 | -100.0% | -0.17% | – |
| IWR | Exit | Ishares Russell Midcaprus mid-cap etf | $0 | – | -1,240 | -100.0% | -0.18% | – |
| DOW | Exit | Dow Chemical | $0 | – | -4,362 | -100.0% | -0.19% | – |
| EEM | Exit | Ishares Msci Emrg Mkt Fdmsci emg mkt etf | $0 | – | -5,690 | -100.0% | -0.19% | – |
| DE | Exit | Deere & Co | $0 | – | -2,384 | -100.0% | -0.19% | – |
| HAL | Exit | Halliburton Co | $0 | – | -5,440 | -100.0% | -0.20% | – |
| APC | Exit | Anadarko Petroleum Corp | $0 | – | -3,162 | -100.0% | -0.21% | – |
| IWF | Exit | Ishares Tr Russell 1000 Growthrussell 1000grw | $0 | – | -2,627 | -100.0% | -0.22% | – |
| SCHE | Exit | Schwab Emerging Mkt ETFemrg mkteq etf | $0 | – | -11,586 | -100.0% | -0.24% | – |
| KRFT | Exit | Kraft Foods Group | $0 | – | -3,726 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-13
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.