Stock Taper

ASPEN WEALTH STRATEGIES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT226$240.69K
FTAI Aviation Ltd.FTAI998$269.99K
Northrop Grumman CorporationNOC1.01K$513.89K
Meta Platforms, Inc.META1.24K$698.2K
Berkshire Hathaway Inc.BRK-B1.29K$646.5K
Lowe's Companies, Inc.LOW1.36K$298.98K
UnitedHealth Group IncorporatedUNH1.46K$605.44K
Teradyne, Inc.TER1.55K$748.51K
Johnson & JohnsonJNJ1.56K$395.69K
PTC Inc.PTC1.82K$206.77K
Alphabet Inc.GOOG1.9K$672.04K
The Home Depot, Inc.HD2.1K$742.12K
Abbott LaboratoriesABT2.38K$215.87K
QUALCOMM IncorporatedQCOM2.41K$445.9K
The Coca-Cola CompanyKO2.62K$212.52K
Merck & Co., Inc.MRK2.63K$338.51K
Morgan StanleyMS2.65K$553.33K
Visa Inc.V2.71K$929.43K
Deere & CompanyDE2.91K$1.84M
The Boeing CompanyBA2.93K$634.26K