ASPEN WEALTH STRATEGIES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGNC | 29K | $288.06K |
 | AVGO | 23K | $7.01M |
 | DOC | 16K | $266.40K |
 | SLB | 16K | $801.68K |
 | VZ | 15K | $774.72K |
 | XEL | 14K | $1.11M |
 | CSCO | 14K | $1.07M |
 | GOOGL | 13K | $3.82M |
 | WMT | 11K | $1.42M |
 | T | 11K | $307.08K |
 | PFE | 10K | $288.14K |
 | PNC | 10K | $2.08M |
 | KR | 10K | $715.21K |
 | AAPL | 10K | $2.49M |
 | ABBV | 10K | $2.13M |
 | CVX | 9K | $1.77M |
 | JPM | 8K | $2.37M |
 | AMZN | 7K | $1.44M |
 | SBUX | 7K | $601.69K |
 | MSFT | 7K | $2.41M |
AGNC Investment Corp.
AGNC
Shares Held
29K
Value
$288.06K
Broadcom Inc.
AVGO
Shares Held
23K
Value
$7.01M
Healthpeak Properties, Inc.
DOC
Shares Held
16K
Value
$266.40K
SLB N.V.
SLB
Shares Held
16K
Value
$801.68K
Verizon Communications Inc.
VZ
Shares Held
15K
Value
$774.72K
Xcel Energy Inc.
XEL
Shares Held
14K
Value
$1.11M
Cisco Systems, Inc.
CSCO
Shares Held
14K
Value
$1.07M
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.82M
Walmart Inc.
WMT
Shares Held
11K
Value
$1.42M
AT&T Inc.
T
Shares Held
11K
Value
$307.08K
Pfizer Inc.
PFE
Shares Held
10K
Value
$288.14K
The PNC Financial Services Group, Inc.
PNC
Shares Held
10K
Value
$2.08M
The Kroger Co.
KR
Shares Held
10K
Value
$715.21K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.49M
AbbVie Inc.
ABBV
Shares Held
10K
Value
$2.13M
Chevron Corporation
CVX
Shares Held
9K
Value
$1.77M
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.37M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.44M
Starbucks Corporation
SBUX
Shares Held
7K
Value
$601.69K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$2.41M