Portfolio (Quarterly)
Guide ↗
Aspen Investment Management Inc
· CIK 0001541596| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | ORACLE CORP | Technology | 5,870 | $1.1M | 0.34% | SOLD |
| 2 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,022 | $479K | 0.14% | SOLD |
| 3 | AMZN CALL | AMAZON COM INC | Consumer Cyclical | 2,000 | $462K | 0.14% | SOLD |
| 4 | MTZ | MASTEC INC | Industrials | 1,670 | $363K | 0.11% | SOLD |
| 5 | ONTO | ONTO INNOVATION INC | Technology | 1,810 | $286K | 0.09% | SOLD |
| 6 | DOCU | DOCUSIGN INC | Technology | 4,133 | $283K | 0.09% | SOLD |
| 7 | SNOW | SNOWFLAKE INC | Technology | 1,211 | $266K | 0.08% | SOLD |
| 8 | SHOP | SHOPIFY INC | Technology | 1,630 | $262K | 0.08% | SOLD |
| 9 | CLX | CLOROX CO DEL | Consumer Defensive | 2,450 | $247K | 0.07% | SOLD |
| 10 | TTD | THE TRADE DESK INC | Technology | 6,491 | $246K | 0.07% | SOLD |
| 11 | XLY | SELECT SECTOR SPDR TR | — | 1,830 | $219K | 0.07% | SOLD |
Sector Allocation
Financial Services
29.7%
Technology
25.8%
Healthcare
12.1%
Industrials
11.5%
Consumer Defensive
6.8%
Consumer Cyclical
4.6%
Communication Services
3.9%
Energy
3.4%
Utilities
1.6%
Real Estate
0.4%