Aspen Grove Capital, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$471.5M

Holdings

203

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (203 positions)

StockValue
BKNGBOOKING HOLDINGS INC
$85.0M
SPYSPDR S&P 500 ETF TR
$36.6M
IVVISHARES TR
$25.3M
VTIVANGUARD INDEX FDS
$18.4M
AAPLAPPLE INC
$18.0M
VEAVANGUARD TAX-MANAGED FDS
$16.8M
VIGVANGUARD SPECIALIZED FUNDS
$14.9M
AMZNAMAZON COM INC
$13.9M
VTVANGUARD INTL EQUITY INDEX F
$11.8M
VLYVALLEY NATL BANCORP
$11.7M
GOOGLALPHABET INC
$8.4M
VOOVANGUARD INDEX FDS
$8.0M
OSCROSCAR HEALTH INC
$7.8M
METAMETA PLATFORMS INC
$7.5M
SDYSPDR SER TR
$6.8M
IBMINTERNATIONAL BUSINESS MACHS
$6.3M
MSFTMICROSOFT CORP
$6.3M
EWWISHARES INC
$6.0M
INDAISHARES TR
$5.2M
CCAPCRESCENT CAP BDC INC
$4.9M
LULULULULEMON ATHLETICA INC
$4.7M
HDHOME DEPOT INC
$4.2M
GOOGALPHABET INC
$4.0M
EUFNISHARES TR
$3.8M
VUGVANGUARD INDEX FDS
$3.5M
NVDANVIDIA CORPORATION
$3.5M
AVGOBROADCOM INC
$3.3M
RYROYAL BK CDA
$3.2M
LLYELI LILLY & CO
$3.1M
VTVVANGUARD INDEX FDS
$3.0M
SCHDSCHWAB STRATEGIC TR
$2.8M
BKBANK NEW YORK MELLON CORP
$2.7M
EFAISHARES TR
$2.6M
WFCWELLS FARGO CO NEW
$2.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.5M
BACBANK AMERICA CORP
$2.4M
PPHVANECK ETF TRUST
$2.2M
VWOVANGUARD INTL EQUITY INDEX F
$2.2M
SCHGSCHWAB STRATEGIC TR
$2.1M
SCHMSCHWAB STRATEGIC TR
$2.1M
SCHVSCHWAB STRATEGIC TR
$2.1M
VFHVANGUARD WORLD FD
$2.0M
DWDMORGAN STANLEY
$2.0M
KBESPDR SER TR
$1.7M
PFEPFIZER INC
$1.7M
SCHASCHWAB STRATEGIC TR
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
BXBLACKSTONE INC
$1.6M
EWJISHARES INC
$1.6M
BBHVANECK ETF TRUST
$1.6M
XESSPDR SER TR
$1.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.6M
LYVLIVE NATION ENTERTAINMENT IN
$1.4M
GUNRFLEXSHARES TR
$1.4M
MSIMOTOROLA SOLUTIONS INC
$1.3M
JPMJPMORGAN CHASE & CO.
$1.3M
EWZISHARES INC
$1.2M
IWFISHARES TR
$1.2M
VOVANGUARD INDEX FDS
$1.1M
HONHONEYWELL INTL INC
$1.1M
GSKGSK PLC
$1.1M
DHRDANAHER CORPORATION
$1.0M
SNAPSNAP INC
$960K
XOMEXXON MOBIL CORP
$947K
GBTCGRAYSCALE BITCOIN TRUST ETF
$937K
VYMVANGUARD WHITEHALL FDS
$925K
KWEBKRANESHARES TRUST
$915K
VEUVANGUARD INTL EQUITY INDEX F
$905K
SCHFSCHWAB STRATEGIC TR
$905K
TSLATESLA INC
$904K
RKTROCKET COS INC
$901K
UBERUBER TECHNOLOGIES INC
$897K
BABAALIBABA GROUP HLDG LTD
$892K
JDJD.COM INC
$881K
AIVLWISDOMTREE TR
$879K
COINCOINBASE GLOBAL INC
$846K
AQLTISHARES TR
$838K
VGKVANGUARD INTL EQUITY INDEX F
$800K
WEAVWEAVE COMMUNICATIONS INC
$780K
EPDENTERPRISE PRODS PARTNERS L
$766K
VBVANGUARD INDEX FDS
$755K
YOUCLEAR SECURE INC
$731K
VBRVANGUARD INDEX FDS
$707K
EEMISHARES TR
$681K
AMGNAMGEN INC
$681K
BRK-BBERKSHIRE HATHAWAY INC DEL
$681K
OKEONEOK INC NEW
$678K
VBKVANGUARD INDEX FDS
$669K
QRTEBUSDQURATE RETAIL INC
$662K
GGGGRACO INC
$642K
4I1PHILIP MORRIS INTL INC
$619K
UNHUNITEDHEALTH GROUP INC
$618K
SNOWSNOWFLAKE INC
$592K
XLUSELECT SECTOR SPDR TR
$590K
ETENERGY TRANSFER L P
$588K
LINLINDE PLC
$587K
COSTCOSTCO WHSL CORP NEW
$561K
HLNHALEON PLC
$534K
SCHWSCHWAB CHARLES CORP
$532K
SRTABLADE AIR MOBILITY INC
$531K
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