Portfolio (Quarterly)
Guide ↗
Aspen Wealth Management LLC
· CIK 0001895252| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | Technology | 2,513 | $405K | 0.09% | SOLD |
| 2 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 15,100 | $357K | 0.07% | SOLD |
| 3 | ANET | ARISTA NETWORKS INC | Technology | 2,640 | $346K | 0.07% | SOLD |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 722 | $338K | 0.07% | SOLD |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,117 | $283K | 0.06% | SOLD |
| 6 | IWM | ISHARES TR | — | 964 | $237K | 0.05% | SOLD |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,142 | $219K | 0.05% | SOLD |
| 8 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 101 | $203K | 0.04% | SOLD |
| 9 | DIS | DISNEY WALT CO | Communication Services | 1,773 | $202K | 0.04% | SOLD |
Sector Allocation
Financial Services
34.2%
Consumer Defensive
17.2%
Energy
16.4%
Technology
15.4%
Healthcare
5.6%
Consumer Cyclical
3.5%
Basic Materials
3.0%
Industrials
2.7%
Communication Services
2.0%