Fund Holdings — Aspen Grove Capital, LLC

Total Portfolio Value
$424.75M
Total Bought
$95.14M
Total Sold
$23.56M
Net Transaction
+$71.58M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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BOOKING HOLDINGS INC(BKNG)019,872+19,872078,72318.53%+78,723
HOME DEPOT INC(HD)96010,961+10,0013693,7730.89%+3,405
PRIVIA HEALTH GROUP INC(PRVA)090,909+90,90901,5800.37%+1,580
ISHARES TR44,83844,838023,57324,5375.78%+964
NVIDIA CORPORATION(NVDA)2,54125,651+23,1102,2963,1690.75%+873
APPLE INC(AAPL)74,08464,080-10,00412,70413,4973.18%+793
ALIBABA GROUP HLDG LTD(BABA)010,170+10,17007490.18%+749
ALPHABET INC(GOOG)21,79121,779-123,3183,9950.94%+677
ELI LILLY & CO(LLY)3,9774,041+643,0943,6590.86%+565
SELECT SECTOR SPDR TR
ST STR UTIL ETF
07,800+7,80005310.13%+531
JD.COM INC(JD)019,967+19,96705160.12%+516
CLEAR SECURE INC(YOU)027,431+27,43105130.12%+513
SNAP INC(SNAP)98,17098,17001,1271,6310.38%+504
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,6648,741+1,0771,0461,5230.36%+477
VANGUARD INDEX FDS56,91356,913014,79315,2553.59%+462
BROADCOM INC(AVGO)1,4351,457+221,9042,3390.55%+436
CRESCENT CAP BDC INC(CCAP)245,659248,525+2,8664,2404,6671.10%+427
VANGUARD INDEX FDS02,083+2,08303530.08%+353
VANGUARD TAX-MANAGED FDS300,815311,055+10,24015,09215,3733.62%+281
VANGUARD INDEX FDS8,0688,06802,7783,0220.71%+244
VANGUARD INTL EQUITY INDEX F03,859+3,85902260.05%+226
WALMART INC(WMT)03,061+3,06102070.05%+207
FEDEX CORP(FDX)0668+66802010.05%+201
ISHARES TR7,58410,149+2,5656067950.19%+189
SNOWFLAKE INC(SNOW)3,8826,043+2,1616278160.19%+189
ISHARES TR7,63711,111+3,4743144730.11%+159
ROYAL BK CDA(RY)26,43726,511+742,6672,8200.66%+153
SCHWAB STRATEGIC TR18,15618,15601,6841,8330.43%+149
WEAVE COMMUNICATIONS INC(WEAV)014,094+14,09401270.03%+127
TESLA INC(TSLA)1,4891,946+4572623850.09%+123
VANGUARD INDEX FDS6,5556,498-573,1513,2610.77%+110
ASTRAZENECA PLC(AZN)5,3395,987+6483624670.11%+105
BANK AMERICA CORP55,06755,123+562,0882,1920.52%+104
COSTCO WHSL CORP NEW(COST)692718+265086110.14%+103
EXXON MOBIL CORP9,0389,962+9241,0511,1470.27%+96
CHEVRON CORP NEW(CVX)3,1093,737+6284915850.14%+94
DELL TECHNOLOGIES INC(DELL)3,7333,73304265150.12%+89
MORGAN STANLEY(MS)26,35126,35102,4812,5610.60%+80
MOTOROLA SOLUTIONS INC(MSI)2,8242,803-211,0051,0850.26%+80
AMGEN INC(AMGN)2,6262,642+167478250.19%+79
BLADE AIR MOBILITY INC125,000125,00003564350.10%+79
BANK NEW YORK MELLON CORP35,09135,068-232,0222,1000.49%+78
HIMAX TECHNOLOGIES INC(HIMX)15,79318,237+2,444841500.04%+66
PFIZER INC(PFE)61,94663,700+1,7541,7191,7820.42%+63
VANGUARD SPECIALIZED FUNDS75,07675,076013,71113,7743.24%+63
ISHARES TR152,471157,857+5,3863,4673,5300.83%+62
QUALCOMM INC(QCOM)1,5041,532+282553050.07%+51
WELLS FARGO CO NEW(WFC)37,62737,540-872,1812,2300.52%+49
ISHARES TR3,0572,957-1001,0311,0780.25%+48
KYNDRYL HLDGS INC(KD)10,33510,33502252720.06%+47
UNILEVER PLC(UL)6,7796,954+1753403820.09%+42
HONEYWELL INTL INC(HON)5,0835,080-31,0431,0850.26%+41
PHILIP MORRIS INTL INC(PM)5,1855,088-974825220.12%+40
SHELL PLC(SHEL)6,3076,413+1064234630.11%+40
NEXTERA ENERGY INC(NEE)5,0215,061+403213580.08%+37
TEXAS INSTRS INC(TXN)1,2911,339+482252600.06%+36
NETFLIX INC(NFLX)51151103103450.08%+35
VANECK ETF TRUST
PHARMACEUTCL ETF
25,21025,361+1512,2872,3200.55%+33
ANALOG DEVICES INC(ADI)1,0831,084+12142480.06%+33
COCA COLA CO(KO)3,9984,330+3322462780.07%+31
NOVO-NORDISK A S(NVO)4,5084,294-2145836130.14%+30
ORACLE CORP(ORCL)2,7182,602-1163413670.09%+26
PROCTER AND GAMBLE CO(PG)2,4332,550+1173954210.10%+26
KRANESHARES TRUST31,30031,30008228460.20%+24
ADOBE INC(ADBE)586575-112963190.08%+24
VANECK ETF TRUST
BIOTECH ETF
9,9009,90001,6471,6670.39%+21
ICICI BANK LIMITED(IBN)8,5688,56802262470.06%+21
SOUTHERN CO(SO)3,4183,420+22452650.06%+20
KB FINL GROUP INC(KB)5,9185,949+313173370.08%+20
SAP SE(SAP)1,8881,921+333683870.09%+19
ASE TECHNOLOGY HLDG CO LTD(ASX)39,08439,278+1944304490.11%+19
TJX COS INC NEW(TJX)1,9901,99002022190.05%+17
HALEON PLC(HLN)50,41454,494+4,0804334500.11%+17
DUKE ENERGY CORP NEW(DUK)4,2334,23304094240.10%+15
ENERGY TRANSFER L P(ET)30,00130,00104724870.11%+15
SANOFI(SNY)10,06410,383+3194895040.12%+15
INFOSYS LTD(INFY)11,35411,536+1822042180.05%+15
THERMO FISHER SCIENTIFIC INC(TMO)825891+664804930.12%+13
VBI VACCINES INC CDA020,000+20,0000130.00%+13
ISHARES TR3,6703,67004234360.10%+13
ISHARES INC
CORE MSCI EMKT
6,0016,00103103210.08%+12
LLOYDS BANKING GROUP PLC(LYG)66,85567,494+6391731840.04%+11
ISHARES TR
HDG MSCI EAFE
15,02515,02505245340.13%+10
SCHWAB CHARLES CORP(SCHW)7,0987,102+45135230.12%+10
JPMORGAN CHASE & CO.(JPM)5,8175,809-81,1651,1750.28%+10
ONEOK INC NEW(OKE)6,6436,645+25335420.13%+9
ZOETIS INC(ZTS)2,5782,568-104364450.10%+9
GOLDMAN SACHS ETF TR2,2052,211+62292370.06%+8
FIGS INC(FIGS)12,50012,783+28362680.02%+6
PROGRESSIVE CORP(PGR)1,4261,448+222953010.07%+6
MPLX LP(MPLX)5,4415,44102262320.05%+6
ALPS ETF TR
ALERIAN MLP
9,5909,59004554600.11%+5
MIZUHO FINANCIAL GROUP INC(MFG)10,21310,704+49141450.01%+5
GOLDMAN SACHS GROUP INC(GS)482455-272012060.05%+5
DIAMONDBACK ENERGY INC(FANG)1,3671,36702712740.06%+3
SCHWAB STRATEGIC TR10,00110,00105225200.12%-1
DBX ETF TR6,6656,66502382360.06%-2
VERIZON COMMUNICATIONS INC(VZ)8,1978,281+843443420.08%-2
MERCADOLIBRE INC(MELI)143130-132172140.05%-3
ISHARES TR3,0483,04802992960.07%-3
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Aspen Grove Capital, LLC — 13F Holdings — Q2 2024 | TickerTrail