Aspen Grove Capital, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$520.1B

Holdings

232

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (232 positions)

#StockSharesValue% PortfolioType
101
COINCOINBASE GLOBAL INC
3,399$585.4M0.11%
102
COSTCOSTCO WHSL CORP NEW
616$582.6M0.11%
103
UNHUNITEDHEALTH GROUP INC
1,112$582.4M0.11%
104
HLNHALEON PLC
55,987$576.1M0.11%
105
SHELSHELL PLC
7,713$565.2M0.11%
106
VRSKVERISK ANALYTICS INC
1,895$564.0M0.11%
107
VVISA INC
1,605$562.5M0.11%
108
ETENERGY TRANSFER L P
30,001$557.7M0.11%
109
JNJJOHNSON & JOHNSON
3,358$556.9M0.11%
110
PRIPRIMERICA INC
1,928$548.6M0.11%
111
HEFAISHARES TR
15,025$545.3M0.10%
112
WEAVWEAVE COMMUNICATIONS INC
48,980$543.2M0.10%
113
SCHPSCHWAB STRATEGIC TR
20,002$537.9M0.10%
114
GWREGUIDEWIRE SOFTWARE INC
2,790$522.7M0.10%
115
NFLXNETFLIX INC
541$504.5M0.10%
116
IDXXIDEXX LABS INC
1,155$485.0M0.09%
117
DUKDUKE ENERGY CORP NEW
3,923$478.6M0.09%
118
FDSFACTSET RESH SYS INC
1,046$475.6M0.09%
119
MTDMETTLER TOLEDO INTERNATIONAL
400$472.4M0.09%
120
RJFRAYMOND JAMES FINL INC
3,383$469.9M0.09%
121
CVXCHEVRON CORP NEW
2,694$450.7M0.09%
122
ITOTISHARES TR
3,672$448.0M0.09%
123
ZTSZOETIS INC
2,615$430.6M0.08%
124
AZNASTRAZENECA PLC
5,856$430.4M0.08%
125
ULUNILEVER PLC
7,138$425.1M0.08%
126
ASMLASML HOLDING N V
641$425.0M0.08%
127
KOCOCA COLA CO
5,738$413.9M0.08%
128
AMLPALPS ETF TR
7,930$411.9M0.08%
129
VBRVANGUARD INDEX FDS
2,200$409.8M0.08%
130
PGRPROGRESSIVE CORP
1,448$409.8M0.08%
131
BAXBAXTER INTL INC
11,722$403.2M0.08%
132
PGPROCTER AND GAMBLE CO
2,359$402.0M0.08%
133
PEPPEPSICO INC
2,586$387.7M0.07%
134
WSTWEST PHARMACEUTICAL SVSC INC
1,731$387.5M0.07%
135
APOAPOLLO GLOBAL MGMT INC
2,828$387.3M0.07%
136
IWCISHARES TR
3,458$383.6M0.07%
137
NEENEXTERA ENERGY INC
5,396$382.5M0.07%
138
ABBVABBVIE INC
1,797$376.5M0.07%
139
IWNISHARES TR
2,438$368.1M0.07%
140
ADBEADOBE INC
945$362.4M0.07%
141
LOWLOWES COS INC
1,546$360.6M0.07%
142
SESEA LTD
2,685$350.4M0.07%
143
KKRKKR & CO INC
2,978$344.3M0.07%
144
SRTABLADE AIR MOBILITY INC
125,000$341.3M0.07%
145
DELLDELL TECHNOLOGIES INC
3,738$340.7M0.07%
146
PECOPHILLIPS EDISON & CO INC
9,251$338.5M0.07%
147
SDOGALPS ETF TR
5,750$334.1M0.06%
148
SPOTSPOTIFY TECHNOLOGY S A
604$332.2M0.06%
149
IEMGISHARES INC
6,120$330.3M0.06%
150
KBIAKB FINL GROUP INC
6,028$328.9M0.06%
151
KDKYNDRYL HLDGS INC
10,430$327.5M0.06%
152
CSCOCISCO SYS INC
5,269$325.1M0.06%
153
SOSOUTHERN CO
3,533$324.9M0.06%
154
VPLVANGUARD INTL EQUITY INDEX F
4,484$324.9M0.06%
155
HOODROBINHOOD MKTS INC
7,743$322.3M0.06%
156
MTNVAIL RESORTS INC
1,944$311.1M0.06%
157
ABTABBOTT LABS
2,310$306.4M0.06%
158
IVEISHARES TR
1,600$304.9M0.06%
159
ORCLORACLE CORP
2,160$302.0M0.06%
160
AGGISHARES TR
3,048$301.5M0.06%
161
VXFVANGUARD INDEX FDS
1,745$300.6M0.06%
162
VTWOVANGUARD SCOTTSDALE FDS
3,722$300.2M0.06%
163
PDDPDD HOLDINGS INC
2,518$298.0M0.06%
164
NVONOVO-NORDISK A S
4,223$297.5M0.06%
165
NTESNETEASE INC
2,866$295.0M0.06%
166
ASXASE TECHNOLOGY HLDG CO LTD
33,536$293.8M0.06%
167
COPCONOCOPHILLIPS
2,787$292.7M0.06%
168
DRHDIAMONDROCK HOSPITALITY CO
37,844$292.2M0.06%
169
MPLXMPLX LP
5,441$291.3M0.06%
170
MRKMERCK & CO INC
3,196$289.3M0.06%
171
BLKBLACKROCK INC
304$288.4M0.06%
172
TMUST-MOBILE US INC
1,074$286.4M0.06%
173
EXPEEXPEDIA GROUP INC
1,701$286.1M0.06%
174
VSTVISTRA CORP
2,410$283.0M0.05%
175
VEUVANGUARD INTL EQUITY INDEX F
4,575$277.6M0.05%
176
WMTWALMART INC
3,109$273.6M0.05%
177
EEMISHARES TR
6,254$273.3M0.05%
178
KTKT CORP
15,096$272.7M0.05%
179
CRMSALESFORCE INC
1,015$272.4M0.05%
180
ACNACCENTURE PLC IRELAND
857$267.4M0.05%
181
ARESARES MANAGEMENT CORPORATION
1,816$266.2M0.05%
182
BACVERIZON COMMUNICATIONS INC
5,851$265.4M0.05%
183
CMCSACOMCAST CORP NEW
7,171$264.6M0.05%
184
OWLBLUE OWL CAPITAL INC
13,189$264.3M0.05%
185
MCDMCDONALDS CORP
845$264.0M0.05%
186
WDAYWORKDAY INC
1,124$262.5M0.05%
187
AONAON PLC
655$261.4M0.05%
188
IBKRINTERACTIVE BROKERS GROUP IN
1,576$261.0M0.05%
189
TXNTEXAS INSTRS INC
1,449$260.4M0.05%
190
RTXRTX CORPORATION
1,961$259.8M0.05%
191
SANBANCO SANTANDER S.A.
38,295$256.6M0.05%
192
FQIDIGITAL RLTY TR INC
1,763$252.6M0.05%
193
BMTABRITISH AMERN TOB PLC
5,955$250.8M0.05%
194
HDBHDFC BANK LTD
3,754$249.4M0.05%
195
EDCONSOLIDATED EDISON INC
2,230$246.6M0.05%
196
QCOMQUALCOMM INC
1,604$246.4M0.05%
197
GSLCGOLDMAN SACHS ETF TR
2,231$245.6M0.05%
198
BAMBROOKFIELD ASSET MANAGMT LTD
5,006$242.5M0.05%
199
HYLBDBX ETF TR
6,665$240.9M0.05%
200
MLB1MERCADOLIBRE INC
121$238.0M0.05%
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