Aspen Investment Management Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Aspen Investment Management Inc 13F Holdings
CIK 0001541596 · Grand Rapids, MI
As of Sep 30, 2025, Aspen Investment Management Inc reported
149 positions worth $258.8K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 35,310 | $23.5K | 9.09% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 63,110 |
|
2.0K4.63% |
| MICROSOFT CORP | MSFT | Technology | 17,067 | $8.8K | 3.42% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 36,451 | $8.8K | 3.41% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 96,923 | $8.5K | 3.27% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 144,631 | $7.8K | 3.02% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 129,869 | $6.9K | 2.66% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 18,316 | $5.8K | 2.23% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 6,037 | $4.8K | 1.86% |
| WALMART INC | WMT | Consumer Defensive | 44,192 | $4.6K | 1.76% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 244,378 | $4.5K | 1.72% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,800 | $3.9K | 1.50% |
| APPLE INC | AAPL | Technology | 15,135 | $3.9K | 1.49% |
| FIRST TRUST SENIOR LOAN FUND | FTSL | — | 83,755 | $3.8K | 1.48% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 192,345 | $3.8K | 1.46% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 37,180 | $3.4K | 1.31% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 163,710 | $3.4K | 1.30% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 23,192 | $3.3K | 1.28% |
| AMAZON.COM INC | AMZN | Equity | 14,573 | $3.2K | 1.24% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 150,655 | $2.8K | 1.10% |
| ALPHABET INC | GOOGL | Equity | 11,526 | $2.8K | 1.08% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 139,045 | $2.7K | 1.05% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 30,435 | $2.7K | 1.05% |
| PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | HYS | — | 28,125 | $2.7K | 1.04% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,294 | $2.6K | 1.00% |