ASPEN WEALTH STRATEGIES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DUK | 6K | $738.91K |
 | NEE | 6K | $431.27K |
 | RIO | 6K | $367.68K |
 | COF | 5K | $1.09M |
 | TER | 4K | $577.13K |
 | BHP | 4K | $231.75K |
 | EOG | 4K | $448.48K |
 | UAL | 4K | $377.51K |
 | C | 4K | $396.06K |
 | APD | 4K | $971.65K |
 | XOM | 3K | $363.86K |
 | MDT | 3K | $303.63K |
 | BA | 3K | $653.10K |
 | DE | 3K | $1.35M |
 | MS | 3K | $447.95K |
 | V | 3K | $854.82K |
 | MRK | 2K | $208.65K |
 | UBER | 2K | $239.54K |
 | ABT | 2K | $324.00K |
 | QCOM | 2K | $388.45K |
Duke Energy Corporation
DUK
Shares Held
6K
Value
$738.91K
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$431.27K
Rio Tinto Group
RIO
Shares Held
6K
Value
$367.68K
Capital One Financial Corporation
COF
Shares Held
5K
Value
$1.09M
Teradyne, Inc.
TER
Shares Held
4K
Value
$577.13K
BHP Group Limited
BHP
Shares Held
4K
Value
$231.75K
EOG Resources, Inc.
EOG
Shares Held
4K
Value
$448.48K
United Airlines Holdings, Inc.
UAL
Shares Held
4K
Value
$377.51K
Citigroup Inc.
C
Shares Held
4K
Value
$396.06K
Air Products and Chemicals, Inc.
APD
Shares Held
4K
Value
$971.65K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$363.86K
Medtronic plc
MDT
Shares Held
3K
Value
$303.63K
The Boeing Company
BA
Shares Held
3K
Value
$653.10K
Deere & Company
DE
Shares Held
3K
Value
$1.35M
Morgan Stanley
MS
Shares Held
3K
Value
$447.95K
Visa Inc.
V
Shares Held
3K
Value
$854.82K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$208.65K
Uber Technologies, Inc.
UBER
Shares Held
2K
Value
$239.54K
Abbott Laboratories
ABT
Shares Held
2K
Value
$324.00K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$388.45K