Fund HoldingsAspen Grove Capital, LLC

Total Portfolio Value
$471.55M
Total Bought
$45.87M
Total Sold
$23.46M
Net Transaction
+$22.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
OSCAR HEALTH INC(OSCR)0577,027+577,02707,7551.64%+7,755
AMAZON COM INC(AMZN)063,378+63,378013,9042.95%+13,904
VANGUARD INDEX FDS7,33814,914+7,5763,8848,0361.70%+4,152
APPLE INC(AAPL)62,76771,775+9,00814,62517,9743.81%+3,349
ALPHABET INC(GOOG)044,623+44,62308,4471.79%+8,447
VANGUARD INDEX FDS58,10263,369+5,26716,50418,3673.90%+1,863
META PLATFORMS INC(META)9,87812,801+2,9235,6557,4951.59%+1,841
ISHARES TR034,776+34,77602,6290.56%+2,629
LULULEMON ATHLETICA INC(LULU)012,359+12,35904,7261.00%+4,726
BOOKING HOLDINGS INC(BKNG)19,86117,101-2,76083,65784,96518.02%+1,308
VANGUARD TAX-MANAGED FDS295,579352,247+56,66815,61016,8453.57%+1,235
SPDR S&P 500 ETF TR(SPY)61,57262,300+72835,43536,6347.77%+1,199
BROADCOM INC(AVGO)14,10314,179+762,4333,2870.70%+854
MICROSOFT CORP(MSFT)014,844+14,84406,2571.33%+6,257
VANGUARD INTL EQUITY INDEX F4,83715,761+10,9243059050.19%+600
WEAVE COMMUNICATIONS INC14,09448,980+34,8861807800.17%+599
SNOWFLAKE INC(SNOW)03,832+3,83205920.13%+592
ALPHABET INC(GOOG)021,115+21,11504,0210.85%+4,021
WELLS FARGO CO NEW(WFC)037,354+37,35402,6240.56%+2,624
VANGUARD INDEX FDS8,0158,630+6153,0783,5430.75%+465
VANGUARD INTL EQUITY INDEX F36,56149,747+13,1861,7502,1910.46%+441
NVIDIA CORPORATION(NVDA)026,345+26,34503,5380.75%+3,538
TESLA INC(TSLA)2,1292,238+1095579040.19%+347
SPDR S&P MIDCAP 400 ETF TR(MDY)0591+59103380.07%+338
GRAYSCALE BITCOIN TRUST ETF(GBTC)012,655+12,65509370.20%+937
BLACKROCK INC(BLK)0283+28302910.06%+291
ROBINHOOD MKTS INC(HOOD)07,585+7,58502830.06%+283
COINBASE GLOBAL INC(COIN)03,408+3,40808460.18%+846
BANK AMERICA CORP055,271+55,27102,4290.52%+2,429
CRESCENT CAP BDC INC0253,780+253,78004,8781.03%+4,878
SERVICENOW INC(NOW)0218+21802310.05%+231
VANGUARD INDEX FDS03,566+3,56607070.15%+707
LIVE NATION ENTERTAINMENT IN(LYV)10,92310,92301,1961,4150.30%+219
LIBERTY MEDIA CORP DEL(FWONA)02,500+2,50002100.04%+210
PALO ALTO NETWORKS INC(PANW)01,134+1,13402060.04%+206
WILLIAMS COS INC(WMB)03,765+3,76502040.04%+204
ISHARES TR0631+63102030.04%+203
SCHWAB STRATEGIC TR08,930+8,93002030.04%+203
ISHARES TR016,292+16,29206810.14%+681
BLACKSTONE INC(BX)9,2849,287+31,4221,6010.34%+180
BANK NEW YORK MELLON CORP35,06835,06802,5202,6940.57%+174
SUMITOMO MITSUI FINL GROUP I(SMFG)011,991+11,99101740.04%+174
SCHWAB STRATEGIC TR18,15774,085+55,9281,8922,0650.44%+173
BLADE AIR MOBILITY INC0125,000+125,00005310.11%+531
JPMORGAN CHASE & CO.(JPM)05,256+5,25601,2600.27%+1,260
TAIWAN SEMICONDUCTOR MFG LTD(TSM)07,829+7,82901,5500.33%+1,550
KYNDRYL HLDGS INC(KD)010,335+10,33503580.08%+358
RAYMOND JAMES FINL INC(RJF)03,383+3,38305250.11%+525
ENERGY TRANSFER L P(ET)030,001+30,00105880.12%+588
SONY GROUP CORP(SONY)4,31424,532+20,2184175190.11%+102
NETFLIX INC(NFLX)0518+51804620.10%+462
MASTERCARD INCORPORATED(MA)3,0763,061-151,5191,6120.34%+93
HONEYWELL INTL INC(HON)04,726+4,72601,0680.23%+1,068
CANOPY GROWTH CORP030,109+30,1090820.02%+82
JD.COM INC(JD)20,00725,401+5,3948008810.19%+80
ISHARES TR02,958+2,95801,1880.25%+1,188
SPDR SER TR
ST STR SP BANK
29,92029,92001,5831,6600.35%+77
VANGUARD INDEX FDS3,8264,079+2531,0101,0780.23%+68
SCHWAB CHARLES CORP(SCHW)07,191+7,19105320.11%+532
VISA INC(V)01,591+1,59105030.11%+503
EXPEDIA GROUP INC(EXPE)01,698+1,69803160.07%+316
HIMAX TECHNOLOGIES INC(HIMX)018,479+18,47901490.03%+149
VANGUARD INDEX FDS2,9223,141+2196957550.16%+60
ENTERPRISE PRODS PARTNERS L(EPD)024,415+24,41507660.16%+766
KKR & CO INC(KKR)2,9762,977+13894400.09%+52
SPOTIFY TECHNOLOGY S A(SPOT)566578+122092590.05%+50
BERKSHIRE HATHAWAY INC DEL5,2415,427+1862,4122,4600.52%+48
KT CORP(KT)015,027+15,02702330.05%+233
ONEOK INC NEW(OKE)6,9476,749-1986336780.14%+44
SAP SE(SAP)01,630+1,63004010.09%+401
MOTOROLA SOLUTIONS INC(MSI)2,7862,78601,2551,2910.27%+35
WALMART INC(WMT)03,105+3,10502810.06%+281
VANGUARD INDEX FDS02,388+2,38806690.14%+669
TEGNA INC012,000+12,00002210.05%+221
CISCO SYS INC(CSCO)05,319+5,31903150.07%+315
TPG INC(TPG)5,0005,00002883140.07%+26
ISHARES TR03,458+3,45804510.10%+451
SEA LTD(SE)2,7892,685-1042632850.06%+22
SALESFORCE INC(CRM)0969+96903240.07%+324
MPLX LP(MPLX)05,441+5,44102600.06%+260
COSTCO WHSL CORP NEW(COST)0612+61205610.12%+561
T-MOBILE US INC(TMUS)1,1221,12202322480.05%+16
SCHWAB STRATEGIC TR31,25062,848+31,5981,6091,6250.34%+16
WORKDAY INC(WDAY)01,124+1,12402900.06%+290
VANGUARD INDEX FDS17,04917,670+6212,9772,9920.63%+15
ASE TECHNOLOGY HLDG CO LTD(ASX)033,340+33,34003360.07%+336
VIATRIS INC(VTRS)013,790+13,79001720.04%+172
DIAMONDROCK HOSPITALITY CO(DRH)037,317+37,31703370.07%+337
ISHARES TR03,672+3,67204720.10%+472
SCHWAB STRATEGIC TR24,71874,457+49,7392,0542,0630.44%+9
MANULIFE FINL CORP(MFC)7,3907,365-252182260.05%+8
MIZUHO FINANCIAL GROUP INC(MFG)010,668+10,6680520.01%+52
SNAP INC(SNAP)089,174+89,17409600.20%+960
GOLDMAN SACHS ETF TR02,224+2,22402560.05%+256
PARKER-HANNIFIN CORP(PH)32532502062070.04%+1
EATON CORP PLC(ETN)61161102032030.04%0
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
03,722+3,72203320.07%+332
ACCENTURE PLC IRELAND
SHS CLASS A
0818+81802880.06%+288
PHILLIPS EDISON & CO INC(PECO)9,2519,25103503470.07%-2
PETROLEO BRASILEIRO SA PETRO(PBR)015,686+15,68602160.05%+216
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