Aspen Investment Management Inc

CIK 0001541596 • 6 13F filings • May 20, 2025 – Jul 17, 2026

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Filer information

Filed by: Aspen Investment Management Inc, President
Address: 4020 E BELTLINE NE SUITE 103, GRAND RAPIDS, MI, 49525
Phone: 616-361-2500
AUM: $332K

AUM over time

$372K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $332K177 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2K	0.5%Prev: 0.3%	13,258 SH	Increased+7,520 SH
ABBVIE INC	COM	$3K	0.9%Prev: 0.5%	12,777 SH	Increased+7,047 SH
ABRDN ETFS	BBRG ALL COMD K1	$445	0.1%Prev: 0.3%	22,762 SH	Decreased-10,159 SH
ADVANCED MICRO DEVICES INC	COM	$678	0.2%Prev: 0.2%	3,166 SH	Increased+215 SH
ALPHABET INC	CAP STK CL A	$7K	2.0%Prev: 1.1%	20,890 SH	Increased+9,364 SH
ALPHABET INC	CAP STK CL C	$2K	0.6%Prev: 0.4%	6,143 SH	Increased+2,262 SH
AMAZON COM INC	CALL	$462	0.1%	2,000 SH	New
AMAZON COM INC	COM	$4K	1.2%Prev: 1.2%	17,863 SH	Increased+3,290 SH
AMERICAN EXPRESS CO	COM	$1K	0.4%Prev: 0.5%	3,839 SH	Increased-18 SH
AMERICAN INTL GROUP INC	COM NEW	$611	0.2%Prev: 0.2%	7,147 SH	Increased+23 SH
AMGEN INC	COM	$2K	0.7%Prev: 0.6%	7,451 SH	Increased+1,742 SH
APPLE INC	COM	$12K	3.6%Prev: 1.5%	43,375 SH	Increased+28,240 SH
AUTOMATIC DATA PROCESSING IN	COM	$1K	0.4%Prev: 0.6%	5,062 SH	Decreased-425 SH
BANK AMERICA CORP	COM	$2K	0.5%Prev: 0.7%	31,872 SH	Increased-1,299 SH
BANK NEW YORK MELLON CORP	COM	$1K	0.4%Prev: 0.4%	10,482 SH	Increased-111 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1K	0.4%	2,543 SH	New
BLACKSTONE INC	COM	$399	0.1%	2,591 SH	New
BOSTON SCIENTIFIC CORP	COM	$1K	0.3%Prev: 0.4%	11,694 SH	Increased+480 SH
BRISTOL-MYERS SQUIBB CO	COM	$575	0.2%Prev: 0.1%	10,664 SH	Increased+3,725 SH
BROADCOM INC	COM	$808	0.2%Prev: 0.3%	2,335 SH	Increased+283 SH
CATERPILLAR INC	COM	$2K	0.7%Prev: 0.5%	3,867 SH	Increased+937 SH
CHEVRON CORP NEW	COM	$2K	0.6%Prev: 0.6%	12,381 SH	Increased+2,443 SH
CISCO SYS INC	COM	$2K	0.5%Prev: 0.6%	23,521 SH	Increased+2,213 SH
CITIGROUP INC	COM NEW	$436	0.1%Prev: 0.1%	3,739 SH	Increased
CLEAR SECURE INC	COM CL A	$339	0.1%	9,675 SH	New
CLOROX CO DEL	COM	$247	0.1%	2,450 SH	New
COCA COLA CO	COM	$1K	0.4%Prev: 0.2%	21,040 SH	Increased+11,313 SH
CONOCOPHILLIPS	COM	$462	0.1%Prev: 0.2%	4,939 SH	Decreased
CORNING INC	COM	$3K	0.9%Prev: 0.9%	33,026 SH	Increased+5,823 SH
COSTCO WHSL CORP NEW	COM	$1K	0.4%Prev: 0.2%	1,494 SH	Increased+951 SH
CROWDSTRIKE HLDGS INC	CL A	$479	0.1%Prev: 0.2%	1,022 SH	Decreased-15 SH
CSX CORP	COM	$2K	0.5%Prev: 0.7%	46,384 SH	Decreased-1,799 SH
DEERE & CO	COM	$431	0.1%Prev: 0.2%	925 SH	Increased
DISNEY WALT CO	COM	$291	0.1%Prev: 0.1%	2,557 SH	Decreased-200 SH
DOCUSIGN INC	COM	$283	0.1%Prev: 0.1%	4,133 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$605	0.2%Prev: 0.2%	5,161 SH	Decreased
EATON CORP PLC	SHS	$1K	0.3%Prev: 0.5%	3,578 SH	Decreased-1 SH
EBAY INC.	COM	$531	0.2%	6,098 SH	New
EDWARDS LIFESCIENCES CORP	COM	$885	0.3%Prev: 0.3%	10,381 SH	Increased+150 SH
ELI LILLY & CO	COM	$3K	1.0%Prev: 0.4%	3,155 SH	Increased+1,888 SH
ETHAN ALLEN INTERIORS INC	COM	$465	0.1%Prev: 0.2%	20,346 SH	Decreased-450 SH
EXXON MOBIL CORP	COM	$2K	0.6%Prev: 0.7%	16,029 SH	Increased+920 SH
FAIR ISAAC CORP	COM	$2K	0.5%Prev: 0.8%	1,028 SH	Decreased-309 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$5K	1.4%Prev: 1.7%	247,954 SH	Increased+3,576 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$631	0.2%Prev: 0.2%	8,832 SH	Increased+3,030 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$556	0.2%Prev: 0.2%	14,670 SH	Decreased-200 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$3K	1.0%Prev: 1.5%	74,346 SH	Decreased-9,409 SH
GE AEROSPACE	COM NEW	$958	0.3%Prev: 0.3%	3,110 SH	Increased+691 SH
GE VERNOVA INC	COM	$342	0.1%Prev: 0.1%	523 SH	Increased+18 SH
GLOBAL X FDS	GLOBAL X URANIUM	$324	0.1%Prev: 0.1%	7,580 SH	Increased+880 SH
GMO ETF TRUST	GMO INTL VALUE	$422	0.1%	12,580 SH	New
GMO ETF TRUST	GMO US QUALITY E	$1K	0.3%	26,590 SH	New
GMO ETF TRUST	GMO US VALUE	$333	0.1%	12,100 SH	New
GOLDMAN SACHS GROUP INC	COM	$6K	1.9%Prev: 1.9%	7,171 SH	Increased+1,134 SH
HCA HEALTHCARE INC	COM	$350	0.1%Prev: 0.1%	749 SH	Increased+50 SH
HENRY SCHEIN INC	COM	$227	0.1%	3,000 SH	New
HOME DEPOT INC	COM	$2K	0.7%Prev: 1.0%	6,392 SH	Decreased+238 SH
HUNTINGTON BANCSHARES INC	COM	$701	0.2%Prev: 0.4%	40,409 SH	Decreased-16,500 SH
ILLINOIS TOOL WKS INC	COM	$1K	0.4%Prev: 0.6%	5,962 SH	Decreased-199 SH
INTEL CORP	COM	$477	0.1%Prev: 0.2%	12,914 SH	Increased-1,010 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2K	0.6%Prev: 0.9%	13,292 SH	Decreased-49 SH
INTERNATIONAL BUSINESS MACHS	COM	$2K	0.6%Prev: 0.8%	7,122 SH	Increased+162 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$3K	0.9%Prev: 1.1%	150,655 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$3K	0.8%Prev: 1.1%	137,545 SH	Decreased-1,500 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$4K	1.1%Prev: 1.5%	192,045 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$3K	1.0%Prev: 1.3%	163,710 SH	Increased
INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$443	0.1%Prev: 0.1%	7,447 SH	Increased+2,829 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$12K	3.6%Prev: 4.6%	62,970 SH	Increased-140 SH
INVESCO QQQ TR	UNIT SER 1	$3K	0.8%Prev: 1.0%	4,323 SH	Increased+29 SH
IRON MTN INC DEL	COM	$360	0.1%Prev: 0.2%	4,342 SH	Decreased-197 SH
ISHARES GOLD TR	ISHARES NEW	$439	0.1%	5,408 SH	New
ISHARES INC	CORE MSCI EMKT	$843	0.3%Prev: 0.3%	12,543 SH	Increased+1,313 SH
ISHARES SILVER TR	ISHARES	$840	0.3%Prev: 0.2%	13,034 SH	Increased+3,315 SH
ISHARES TR	20+ YEAR TR BD	$1K	0.4%	64,960 SH	New
ISHARES TR	CALIF MUN BD ETF	$713	0.2%Prev: 0.3%	12,410 SH	Increased
ISHARES TR	CORE MSCI EAFE	$9K	2.8%Prev: 3.3%	102,468 SH	Increased+5,545 SH
ISHARES TR	CORE S&P MCP ETF	$649	0.2%Prev: 0.3%	9,834 SH	Decreased-137 SH
ISHARES TR	CORE S&P500 ETF	$4K	1.1%Prev: 1.5%	5,527 SH	Decreased-273 SH
ISHARES TR	ISHS 1-5YR INVS	$8K	2.3%Prev: 2.7%	144,548 SH	Increased+14,679 SH
ISHARES TR	ISHS 5-10YR INVT	$8K	2.4%Prev: 3.0%	150,454 SH	Increased+5,823 SH
ISHARES TR	MSCI EAFE ETF	$1K	0.4%Prev: 0.4%	12,680 SH	Increased+500 SH
ISHARES TR	RUS 1000 ETF	$2K	0.6%Prev: 0.5%	5,386 SH	Increased+1,944 SH
ISHARES TR	RUS 1000 GRW ETF	$582	0.2%Prev: 0.2%	1,230 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$361	0.1%	2,638 SH	New
ISHARES TR	RUS MID CAP ETF	$260	0.1%Prev: 0.1%	2,700 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$9K	2.8%Prev: 3.4%	38,329 SH	Increased+1,878 SH
ISHARES TR	S&P 100 ETF	$583	0.2%Prev: 0.2%	1,700 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$561	0.2%	4,554 SH	New
ISHARES TR	S&P 500 VAL ETF	$322	0.1%	1,519 SH	New
ISHARES TR	U.S. TECH ETF	$639	0.2%	3,200 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1K	0.4%	25,707 SH	New
JOHNSON & JOHNSON	COM	$4K	1.1%Prev: 0.7%	18,170 SH	Increased+8,600 SH
JOHNSON CTLS INTL PLC	SHS	$2K	0.5%Prev: 0.6%	14,780 SH	Increased-300 SH
JPMORGAN CHASE & CO.	COM	$7K	2.0%Prev: 2.2%	20,670 SH	Increased+2,354 SH
LOCKHEED MARTIN CORP	COM	$880	0.3%Prev: 0.4%	1,819 SH	Decreased
MARATHON PETE CORP	COM	$426	0.1%Prev: 0.2%	2,622 SH	Decreased
MARVELL TECHNOLOGY INC	COM	$666	0.2%Prev: 0.3%	7,837 SH	Increased+1 SH
MASTEC INC	COM	$363	0.1%Prev: 0.1%	1,670 SH	Increased+25 SH
MCDONALDS CORP	COM	$1K	0.4%	4,064 SH	New
MEDTRONIC PLC	SHS	$640	0.2%Prev: 0.1%	6,659 SH	Increased+2,670 SH
MERCK & CO INC	COM	$628	0.2%	5,969 SH	New
META PLATFORMS INC	CL A	$690	0.2%Prev: 0.1%	1,046 SH	Increased+615 SH
MICRON TECHNOLOGY INC	COM	$1K	0.4%Prev: 0.3%	4,717 SH	Increased
MICROSOFT CORP	COM	$12K	3.5%Prev: 3.4%	23,944 SH	Increased+6,877 SH
MONDELEZ INTL INC	CL A	$791	0.2%Prev: 0.4%	14,687 SH	Decreased-638 SH
MOTOROLA SOLUTIONS INC	COM NEW	$264	0.1%Prev: 0.1%	690 SH	Decreased
NEOS ETF TRUST	NEOS S&P 500 HI	$3K	0.9%Prev: 0.5%	55,710 SH	Increased+31,830 SH
NEXTERA ENERGY INC	COM	$1K	0.4%Prev: 0.5%	15,446 SH	Increased-79 SH
NORTHERN TR CORP	COM	$240	0.1%	1,760 SH	New
NOVARTIS AG	SPONSORED ADR	$523	0.2%	3,790 SH	New
NVIDIA CORPORATION	COM	$4K	1.3%Prev: 0.4%	22,497 SH	Increased+17,187 SH
OMEGA HEALTHCARE INVS INC	COM	$215	0.1%	4,850 SH	New
ONTO INNOVATION INC	COM	$286	0.1%	1,810 SH	New
ORACLE CORP	COM	$1K	0.3%Prev: 0.3%	5,870 SH	Increased+2,881 SH
PALANTIR TECHNOLOGIES INC	CL A	$2K	0.7%Prev: 0.1%	13,902 SH	Increased+12,650 SH
PALO ALTO NETWORKS INC	COM	$426	0.1%	2,314 SH	New
PAYPAL HLDGS INC	COM	$772	0.2%Prev: 0.3%	13,222 SH	Decreased-6 SH
PEPSICO INC	COM	$2K	0.7%Prev: 0.7%	16,131 SH	Increased+3,755 SH
PFIZER INC	COM	$245	0.1%	9,851 SH	New
PIMCO ETF TR	0-5 HIGH YIELD	$3K	0.8%Prev: 1.0%	28,129 SH	Decreased+4 SH
PROCTER AND GAMBLE CO	COM	$2K	0.7%Prev: 0.4%	15,987 SH	Increased+8,527 SH
QUANTA SVCS INC	COM	$2K	0.5%Prev: 0.6%	3,593 SH	Increased+75 SH
ROBINHOOD MKTS INC	COM CL A	$3K	0.8%Prev: 1.3%	23,016 SH	Decreased-176 SH
SCHWAB CHARLES CORP	COM	$2K	0.7%Prev: 0.9%	24,721 SH	Increased+357 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$720	0.2%Prev: 0.3%	21,998 SH	Decreased+41 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2K	0.5%Prev: 0.7%	75,459 SH	Increased+654 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$955	0.3%Prev: 0.4%	20,978 SH	Increased+400 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1K	0.4%Prev: 0.5%	54,244 SH	Increased+4,318 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$582	0.2%Prev: 0.2%	17,846 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$265	0.1%Prev: 0.1%	8,946 SH	Decreased-291 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2K	0.6%Prev: 0.8%	78,497 SH	Increased+2,193 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$649	0.2%Prev: 0.2%	21,592 SH	Increased-197 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2K	0.7%Prev: 0.9%	80,611 SH	Increased+716 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$219	0.1%	1,830 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$3K	0.8%	61,801 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$395	0.1%	7,208 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$453	0.1%	2,929 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1K	0.4%	8,763 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$998	0.3%	6,935 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2K	0.7%	57,529 SH	New
SHERWIN WILLIAMS CO	COM	$211	0.1%Prev: 0.1%	650 SH	Decreased
SHOPIFY INC	CL A SUB VTG SHS	$262	0.1%Prev: 0.1%	1,630 SH	Increased+35 SH
SNOWFLAKE INC	COM SHS	$266	0.1%Prev: 0.1%	1,211 SH	Increased+106 SH
SPDR GOLD TR	GOLD SHS	$3K	0.8%Prev: 0.9%	7,111 SH	Increased+593 SH
SPDR S&P 500 ETF TR	TR UNIT	$24K	7.3%Prev: 9.1%	35,654 SH	Increased+344 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$279	0.1%Prev: 0.1%	463 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$333	0.1%	1,034 SH	New
STARBUCKS CORP	COM	$414	0.1%	4,915 SH	New
STRYKER CORPORATION	COM	$2K	0.7%Prev: 0.7%	6,823 SH	Increased+1,603 SH
TEXAS INSTRS INC	COM	$626	0.2%Prev: 0.3%	3,610 SH	Decreased
THE TRADE DESK INC	COM CL A	$246	0.1%Prev: 0.1%	6,491 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$2K	0.6%Prev: 0.9%	5,258 SH	Decreased+36 SH
TRAVELERS COMPANIES INC	COM	$403	0.1%Prev: 0.2%	1,388 SH	Increased-18 SH
UBER TECHNOLOGIES INC	COM	$463	0.1%	5,672 SH	New
UNUM GROUP	COM	$646	0.2%	8,330 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$650	0.2%Prev: 0.1%	1,805 SH	Increased+1,006 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1K	0.4%Prev: 0.2%	3,833 SH	Increased+2,100 SH
VANGUARD INDEX FDS	MID CAP ETF	$2K	0.5%Prev: 0.7%	5,328 SH	Decreased-474 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2K	0.5%Prev: 1.3%	20,098 SH	Decreased-17,082 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1K	0.4%	1,964 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$5K	1.5%Prev: 0.4%	14,562 SH	Increased+11,644 SH
VANGUARD INDEX FDS	VALUE ETF	$345	0.1%Prev: 0.1%	1,805 SH	Increased+545 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1K	0.4%Prev: 0.5%	23,128 SH	Increased+576 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6K	1.9%Prev: 0.4%	29,415 SH	Increased+25,126 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1K	0.4%Prev: 0.1%	8,735 SH	Increased+6,660 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$372	0.1%	4,063 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$2K	0.5%	8,127 SH	New
VANGUARD WORLD FD	INF TECH ETF	$684	0.2%Prev: 0.3%	908 SH	Increased
VISA INC	COM CL A	$3K	0.8%Prev: 1.0%	7,361 SH	Increased+58 SH
WALMART INC	COM	$5K	1.5%Prev: 1.8%	43,700 SH	Increased-492 SH
WASTE MGMT INC DEL	COM	$2K	0.6%Prev: 0.7%	8,859 SH	Increased+145 SH
WELLS FARGO CO NEW	COM	$1K	0.3%Prev: 0.3%	10,738 SH	Increased
WILLIAMS COS INC	COM	$1K	0.4%Prev: 0.5%	22,615 SH	Decreased+261 SH
WISDOMTREE TR	EMER MKT HIGH FD	$378	0.1%	8,090 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$275	0.1%Prev: 0.1%	5,650 SH	Increased
WISDOMTREE TR	US MIDCAP DIVID	$497	0.1%Prev: 0.2%	9,630 SH	Decreased
WISDOMTREE TR	US SMALLCAP DIVD	$2K	0.6%Prev: 0.8%	57,925 SH	Decreased-397 SH

Sold (vs prior filing)

INVESCO EXCH TRD SLF IDX FD — $2K
MONSTER BEVERAGE CORP NEW — $321
PAYCHEX INC — $242
REPUBLIC SVCS INC — $217
SELECT SECTOR SPDR TR — $3K
SELECT SECTOR SPDR TR — $387
SELECT SECTOR SPDR TR — $1K
SELECT SECTOR SPDR TR — $338
SELECT SECTOR SPDR TR — $2K
SELECT SECTOR SPDR TR — $720
SPDR SERIES TRUST — $324
SPDR SERIES TRUST — $330

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001541596-26-000001	$332K	View
Nov 12, 2025	Q3 2025	13F-HR	0001541596-25-000007	$259K	View
Jul 17, 2026	Q2 2026