Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
45
3
2
0
0
0
25
2
1
ASPEN INVESTMENT MANAGEMENT INC

Time Period2019-06-30

Total Holdings136

Total Value ($x1000)152,008
Activities
New3

Increased42

Unchanged46

Decreased45

Sold Out4

Top 10 Stock Holdingstotal 32.3%
SPY9.24

RSP4.47

IWM3.31

FPE2.83

FTSL2.52

 
MSFT2.31

VNQ2

BSCL1.9

IEFA1.87

BSCK1.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.24%
TR UNIT
RSP
4.47%
S&P500 EQL WGT
IWM
3.31%
RUSSELL 2000 ETF
FPE
2.83%
PFD SECS INC ETF
FTSL
2.52%
SENIOR LN FD
MSFT
2.31%
COM
VNQ
2%
REIT ETF
BSCL
1.9%
BULSHS 2021 CB
IEFA
1.87%
CORE MSCI EAFE
BSCK
1.85%
BULSHS 2020 CB
SCHX
1.63%
US LRG CAP ETF
PYPL
1.58%
COM
SCHF
1.49%
INTL EQTY ETF
JPM
1.46%
COM
HYS
1.46%
0-5 HIGH YIELD
AMZN
1.44%
COM
VO
1.38%
MID CAP ETF
JNJ
1.22%
COM
IWD
1.22%
RUS 1000 VAL ETF
BSCM
1.19%
BULSHS 2022 CB
IVV
1.17%
CORE S&P500 ETF
DGRW
1.15%
US DIVD GRT FD
CSX
1.14%
COM
XLU
1.06%
SBI INT-UTILS
V
1.01%
COM CL A
CIU
0.98%
INTERM CR BD ETF
WMT
0.97%
COM
DES
0.95%
SMALLCAP DIVID
DON
0.94%
MIDCAP DIVI FD
INTC
0.9%
COM
PEP
0.89%
COM
LMT
0.88%
COM
HD
0.88%
COM
AMGN
0.87%
COM
AAPL
0.87%
COM
FB
0.84%
CL A
BSCN
0.82%
BULSHS 2023 CB
CSJ
0.8%
1-3 YR CR BD ETF
CVX
0.79%
COM
BSJK
0.78%
BULSHS 2020 HY
PFE
0.78%
COM
SCHA
0.77%
US SML CAP ETF
YUM
0.76%
COM
CSCO
0.76%
COM
DIS
0.73%
COM DISNEY
EFA
0.72%
MSCI EAFE ETF
XOM
0.71%
COM
VWO
0.7%
FTSE EMR MKT ETF
FLRN
0.7%
INV GRD FLT RT
BAC
0.69%
COM
ITW
0.69%
COM
MDLZ
0.68%
CL A
BSJL
0.67%
BULSHS 2021 HY
WM
0.67%
COM
ADP
0.65%
COM
SDY
0.63%
S&P DIVID ETF
VZ
0.61%
COM
SYK
0.59%
COM
IBB
0.56%
NASDQ BIOTEC ETF
EW
0.55%
COM
ICE
0.55%
COM
FICO
0.55%
COM
SCHC
0.55%
INTL SCEQT ETF
SCHE
0.55%
EMRG MKTEQ ETF
IEMG
0.53%
CORE MSCI EMKT
PG
0.52%
COM
NEE
0.51%
COM
SBUX
0.5%
COM
IR
0.5%
SHS
ADBE
0.49%
COM
MDT
0.49%
SHS
WFC
0.46%
COM
CAT
0.42%
COM
CHFC
0.41%
COM
GS
0.4%
COM
DUK
0.38%
COM NEW
HBC
0.38%
SPON ADR NEW
ABT
0.37%
COM
KO
0.36%
COM
AXP
0.34%
COM
MRK
0.34%
COM
IWF
0.33%
RUS 1000 GRW ETF
DD
0.33%
COM
TXN
0.32%
COM
SCHM
0.32%
US MID-CAP ETF
C
0.32%
COM NEW
BSCJ
0.31%
BULSHS 2019 CB
SCHW
0.31%
COM
TMO
0.31%
COM
IWB
0.31%
RUS 1000 ETF
SCHK
0.31%
1000 INDEX ETF
BMY
0.3%
COM
ORCL
0.3%
COM
FV
0.29%
DORSEY WRT 5 ETF
ABBV
0.26%
COM
IDV
0.26%
INTL SEL DIV ETF
COP
0.25%
COM
EMLP
0.25%
NO AMER ENERGY
XLK
0.25%
TECHNOLOGY
VB
0.24%
SMALL CP ETF
FITB
0.23%
COM
FXI
0.22%
CHINA LG-CAP ETF
DOW
0.21%
COM
MO
0.21%
COM
GOOGL
0.21%
CAP STK CL A
IBM
0.2%
COM
BSX
0.2%
COM
XLF
0.2%
SBI INT-FINL
YUMC
0.19%
COM
SCHB
0.19%
US BRD MKT ETF
CB
0.18%
COM
DTE
0.18%
COM
T
0.18%
COM
NEAR
0.18%
SHT MAT BD ETF
EEM
0.17%
MSCI EMG MKT ETF
VIG
0.17%
DIV APP ETF
UTX
0.17%
COM
TRV
0.17%
COM
MMM
0.17%
COM
GE
0.17%
COM
IHDG
0.17%
ITL HDG DIV GT
LYFT
0.16%
CL A COM
WMB
0.16%
COM
JCI
0.16%
SHS
IWR
0.16%
RUS MID-CAP ETF
GLW
0.16%
COM
COST
0.16%
COM
GSG
0.15%
UNIT BEN INT
SHW
0.15%
COM
OEF
0.14%
S&P 100 ETF
UMPQ
0.14%
COM
DE
0.14%
COM
UNP
0.13%
COM
UNH
0.13%
COM
HBAN
0.13%
COM
MRO
0.12%
COM
DWDP
0.75%
COM
SCHV
0.17%
US LCAP VA ETF
XLE
0.15%
SBI INT-ENERGY
BP
0.14%
SPONSORED ADR