MondegarAI
Aspen Grove Capital, LLC

Q3 2024 · 13F-HR

Aspen Grove Capital, LLCholdings as filed

Filed 2024-11-13 · accession 0001085146-24-005621

$452.5M
Reported value
205
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09857L108BKNGBOOKING HOLDINGS INC$83.7M18.5%19,861CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$35.4M7.83%61,572CommonNONE
464287200IVVISHARES TR$25.7M5.68%44,562CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$24.9M5.51%208,168CommonNONE
922908769VTIVANGUARD INDEX FDS$16.5M3.65%58,102CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$15.6M3.45%295,579CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$14.9M3.30%75,158CommonNONE
037833100AAPLAPPLE INC$14.6M3.23%62,767CommonNONE
919794107VLYVALLEY NATL BANCORP$11.7M2.60%1,280,263CommonNONE
023135106AMZNAMAZON COM INC$8.7M1.92%46,512CommonNONE
78464A763SDYSPDR SER TR$7.3M1.61%51,207CommonNONE
464286822EWWISHARES INC$6.8M1.51%127,162CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.4M1.40%28,746CommonNONE
02079K305GOOGLALPHABET INC$6.0M1.32%35,954CommonNONE
46429B598INDAISHARES TR$5.8M1.28%98,695CommonNONE
30303M102METAMETA PLATFORMS INC$5.7M1.25%9,878CommonNONE
594918104MSFTMICROSOFT CORP$5.6M1.24%13,013CommonNONE
225655109CCAPCRESCENT CAP BDC INC$4.6M1.03%251,145CommonNONE
437076102HDHOME DEPOT INC$4.4M0.97%10,784CommonNONE
464289180EUFNISHARES TR$3.9M0.86%157,857CommonNONE
922908363VOOVANGUARD INDEX FDS$3.9M0.86%7,338CommonNONE
532457108LLYELI LILLY & CO$3.5M0.78%3,975CommonNONE
02079K107GOOGALPHABET INC$3.5M0.78%21,027CommonNONE
550021109LULULULULEMON ATHLETICA INC$3.4M0.74%12,358CommonNONE
780087102RYROYAL BK CDA$3.3M0.73%26,511CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M0.70%25,919CommonNONE
922908736VUGVANGUARD INDEX FDS$3.1M0.68%8,015CommonNONE
922908744VTVVANGUARD INDEX FDS$3.0M0.66%17,049CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.8M0.62%32,947CommonNONE
617446448MSMORGAN STANLEY$2.8M0.61%26,451CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.5M0.56%35,068CommonNONE
11135F101AVGOBROADCOM INC$2.4M0.54%14,103CommonNONE
92189F692PPHVANECK ETF TRUST$2.4M0.53%25,461CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M0.53%5,241CommonNONE
060505104BACBANK AMERICA CORP$2.2M0.49%55,358CommonNONE
92204A405VFHVANGUARD WORLD FD$2.1M0.47%19,200CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.1M0.47%37,539CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.1M0.46%25,941CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.45%24,718CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.9M0.42%18,157CommonNONE
717081103PFEPFIZER INC$1.8M0.41%63,624CommonNONE
92189F726BBHVANECK ETF TRUST$1.8M0.39%9,900CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.7M0.39%36,561CommonNONE
46434G822EWJISHARES INC$1.6M0.36%23,061CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.6M0.36%31,250CommonNONE
78468R549XESSPDR SER TR$1.6M0.35%19,631CommonNONE
78464A797KBESPDR SER TR$1.6M0.35%29,920CommonNONE
77311W101RKTROCKET COS INC$1.5M0.34%80,000CommonNONE
33939L407GUNRFLEXSHARES TR$1.5M0.34%37,184CommonNONE
464286400EWZISHARES INC$1.5M0.34%51,781CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.34%3,076CommonNONE
09260D107BXBLACKSTONE INC$1.4M0.31%9,284CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.31%8,107CommonNONE
37733W204GSKGSK PLC$1.3M0.29%32,254CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.3M0.28%2,786CommonNONE
235851102DHRDANAHER CORPORATION$1.2M0.27%4,416CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.2M0.26%10,923CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.25%14,896CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.25%5,296CommonNONE
464287614IWFISHARES TR$1.1M0.25%2,958CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$1.1M0.25%10,456CommonNONE
500767306KWEBKRANESHARES TRUST$1.1M0.24%31,300CommonNONE
30231G102XOMEXXON MOBIL CORP$1.0M0.23%8,822CommonNONE
922908629VOVANGUARD INDEX FDS$1.0M0.22%3,826CommonNONE
74915M209QRTEBUSDQURATE RETAIL INC$980,2140.22%229,022CommonNONE
438516106HONHONEYWELL INTL INC$978,4510.22%4,733CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$966,0210.21%23,491CommonNONE
83304A106SNAPSNAP INC$954,1620.21%89,174CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$929,4500.21%7,250CommonNONE
97717W406AIVLWISDOMTREE TR$918,2250.20%8,250CommonNONE
18467V109YOUCLEAR SECURE INC$909,0630.20%27,431CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$896,2870.20%12,606CommonNONE
464287168DVYISHARES TR$861,8820.19%6,381CommonNONE
031162100AMGNAMGEN INC$851,2790.19%2,642CommonNONE
464287465EFAISHARES TR$803,3210.18%9,605CommonNONE
47215P106JDJD.COM INC$800,2800.18%20,007CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$777,0400.17%1,329CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$710,0020.16%24,389CommonNONE
922908751VBVANGUARD INDEX FDS$695,4740.15%2,922CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$691,1800.15%1CommonNONE
G54950103LINLINDE PLC$688,0670.15%1,442CommonNONE
384109104GGGGRACO INC$666,5640.15%7,617CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$639,0780.14%12,655CommonNONE
922908595VBKVANGUARD INDEX FDS$638,5060.14%2,388CommonNONE
682680103OKEONEOK INC NEW$633,2000.14%6,947CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$630,0840.14%7,800CommonNONE
718172109PMPHILIP MORRIS INTL INC$624,6750.14%5,089CommonNONE
19260Q107COINCOINBASE GLOBAL INC$601,5020.13%3,376CommonNONE
80105N105SNYSANOFI$598,3720.13%10,383CommonNONE
405552100HLNHALEON PLC$577,0050.13%54,536CommonNONE
88160R101TSLATESLA INC$557,0100.12%2,129CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$542,5500.12%612CommonNONE
530307107LBRDALIBERTY BROADBAND CORP$538,6620.12%7,012CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$536,3540.12%10,001CommonNONE
46434V803HEFAISHARES TR$532,1860.12%15,025CommonNONE
478160104JNJJOHNSON & JOHNSON$524,7500.12%3,238CommonNONE
670100205NVONOVO-NORDISK A S$511,1680.11%4,293CommonNONE
98978V103ZTSZOETIS INC$500,9540.11%2,564CommonNONE
548661107LOWLOWES COS INC$496,4680.11%1,833CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$495,8430.11%4,299CommonNONE
464287234EEMISHARES TR$489,8780.11%10,681CommonNONE
046353108AZNNASTRAZENECA PLC$489,0410.11%6,277CommonNONE
922908611VBRVANGUARD INDEX FDS$481,8720.11%2,400CommonNONE
29273V100ETENERGY TRANSFER L P$481,5160.11%30,001CommonNONE
713448108PEPPEPSICO INC$467,9780.10%2,752CommonNONE
808513105SCHWSCHWAB CHARLES CORP$464,9770.10%7,174CommonNONE
904767704UNILEVER PLC$464,2270.10%7,145CommonNONE
071813109BAXBAXTER INTL INC$464,0740.10%12,113CommonNONE
464287150ITOTISHARES TR$461,2770.10%3,672CommonNONE
166764100CVXCHEVRON CORP NEW$460,0710.10%3,124CommonNONE
00162Q452AMLPALPS ETF TR$451,9770.10%9,590CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$448,7920.10%3,786CommonNONE
464287630IWNISHARES TR$443,3620.10%2,657CommonNONE
742718109PGPROCTER AND GAMBLE CO$441,8330.10%2,551CommonNONE
780259305SHELSHELL PLC$438,1720.10%6,644CommonNONE
92826C839VVISA INC$436,3460.10%1,587CommonNONE
65339F101NEENEXTERA ENERGY INC$427,8060.09%5,061CommonNONE
464288869IWCISHARES TR$426,5210.09%3,458CommonNONE
58933Y105MRKMERCK & CO INC$426,3590.09%3,729CommonNONE
835699307SONYSONY GROUP CORP$416,6030.09%4,314CommonNONE
754730109RJFRAYMOND JAMES FINL INC$414,2820.09%3,383CommonNONE
68389X105ORCLORACLE CORP$399,4180.09%2,344CommonNONE
N07059210ASMLASML HOLDING N V$389,1280.09%467CommonNONE
48251W104KKRKKR & CO INC$388,6360.09%2,976CommonNONE
48241A105KBKB FINL GROUP INC$369,8210.08%5,989CommonNONE
092667104SRTABLADE AIR MOBILITY INC$367,5000.08%125,000CommonNONE
743315103PGRPROGRESSIVE CORP$367,4440.08%1,448CommonNONE
64110L106NFLXNETFLIX INC$363,8560.08%513CommonNONE
803054204SAPSAP SE$363,1240.08%1,585CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$354,2440.08%4,519CommonNONE
46434G103IEMGISHARES INC$351,3490.08%6,120CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$349,8030.08%9,251CommonNONE
N3167Y103RACEFERRARI N V$339,8900.08%722CommonNONE
00162Q858SDOGALPS ETF TR$339,0780.07%5,750CommonNONE
00287Y109ABBVABBVIE INC$337,9720.07%1,711CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$332,5980.07%3,722CommonNONE
252784301DRHDIAMONDROCK HOSPITALITY CO$325,7930.07%37,317CommonNONE
20030N101CMCSACOMCAST CORP NEW$323,2580.07%7,739CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$323,0270.07%33,097CommonNONE
464287408IVEISHARES TR$315,4720.07%1,599CommonNONE
191216100KOCOCA COLA CO$313,2230.07%4,330CommonNONE
464287226AGGISHARES TR$308,6710.07%3,048CommonNONE
842587107SOSOUTHERN CO$308,6230.07%3,422CommonNONE
79466L302CRMSALESFORCE INC$305,3590.07%1,114CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$304,8140.07%4,837CommonNONE
715684106TLKP T TELEKOMUNIKASI INDONESIA$300,2010.07%15,177CommonNONE
464286624THDISHARES INC$296,3410.07%4,277CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$288,7930.06%817CommonNONE
872657101TPGTPG INC$287,8000.06%5,000CommonNONE
17275R102CSCOCISCO SYS INC$287,1760.06%5,396CommonNONE
20825C104COPCONOCOPHILLIPS$284,4670.06%2,702CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$282,3540.06%6,664CommonNONE
G0403H108AONAON PLC$280,5980.06%811CommonNONE
09247X101BLKCHFBLACKROCK INC$280,4290.06%294CommonNONE
88579Y101MMM3M CO$277,9110.06%2,033CommonNONE
882508104TXNTEXAS INSTRS INC$276,5970.06%1,339CommonNONE
98138H101WDAYWORKDAY INC$274,7170.06%1,124CommonNONE
64110W102NTESNETEASE INC$268,9350.06%2,876CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$268,3070.06%5,974CommonNONE
00724F101ADBEADOBE INC$265,6210.06%513CommonNONE
002824100ABTABBOTT LABS$263,4210.06%2,310CommonNONE
81141R100SESEA LTD$262,9470.06%2,789CommonNONE
747525103QCOMQUALCOMM INC$260,5170.06%1,532CommonNONE
580135101MCDMCDONALDS CORP$256,0930.06%840CommonNONE
30212P303EXPEEXPEDIA GROUP INC$251,3380.06%1,698CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$251,2980.06%406CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$250,4250.06%2,217CommonNONE
931142103WMTWALMART INC$247,1760.05%3,061CommonNONE
233051432HYLBDBX ETF TR$246,0720.05%6,665CommonNONE
922908553VNQVANGUARD INDEX FDS$243,6170.05%2,480CommonNONE
55336V100MPLXMPLX LP$241,9480.05%5,441CommonNONE
75513E101RTXRTX CORPORATION$237,5950.05%1,961CommonNONE
50155Q100KDKYNDRYL HLDGS INC$237,4980.05%10,335CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$235,6710.05%1,367CommonNONE
872590104TMUST-MOBILE US INC$231,5360.05%1,122CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$227,4890.05%9,619CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$226,7820.05%6,931CommonNONE
G4705A100ICLRICON PLC$226,1130.05%787CommonNONE
456788108INFYINFOSYS LTD$220,9410.05%9,921CommonNONE
05964H105SANBANCO SANTANDER S.A.$219,8460.05%43,107CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$218,9720.05%14,799CommonNONE
56501R106MFCMANULIFE FINL CORP$218,3750.05%7,390CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$217,7070.05%439CommonNONE
66987V109NVSNOVARTIS AG$215,0870.05%1,870CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$213,4160.05%13,045CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$212,4420.05%19,598CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$210,5810.05%67,493CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$208,5880.05%566CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$207,8890.05%1,267CommonNONE
58733R102MELIMERCADOLIBRE INC$207,6650.05%101CommonNONE
701094104PHPARKER-HANNIFIN CORP$205,9730.05%325CommonNONE
151290889CXCEMEX SAB DE CV$204,9110.05%33,592CommonNONE
G29183103ETNEATON CORP PLC$202,5100.04%611CommonNONE
40415F101HDBHDFC BANK LTD$200,8180.04%3,210CommonNONE
87901J105TGNATEGNA INC$190,8600.04%12,000CommonNONE
48268K101KTKT CORP$185,8460.04%11,943CommonNONE
94724R108WEAVWEAVE COMMUNICATIONS INC$180,4030.04%14,094CommonNONE
91912E105VALEVALE S A$167,5380.04%14,344CommonNONE
92556V106VTRSVIATRIS INC$159,7720.04%13,761CommonNONE
G6683N103NUNU HLDGS LTD$156,8110.03%11,488CommonNONE
30260D103FIGSFIGS INC$87,4360.02%12,783CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$84,7440.02%15,408CommonNONE
02319V103ABEVAMBEV SA$79,5830.02%32,616CommonNONE
389930108BTCGBPGRAYSCALE BITCOIN MINI TR BT$71,2480.02%12,655CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$44,7130.01%10,697CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.