MondegarAI
Aspen Grove Capital, LLC

Q4 2024 · 13F-HR

Aspen Grove Capital, LLCholdings as filed

Filed 2025-02-14 · accession 0001085146-25-001466

$471.5M
Reported value
203
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09857L108BKNGBOOKING HOLDINGS INC$85.0M18.0%17,101CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$36.6M7.77%62,300CommonNONE
464287200IVVISHARES TR$25.3M5.36%42,903CommonNONE
922908769VTIVANGUARD INDEX FDS$18.4M3.90%63,369CommonNONE
037833100AAPLAPPLE INC$18.0M3.81%71,775CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$16.8M3.57%352,247CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$14.9M3.17%76,295CommonNONE
023135106AMZNAMAZON COM INC$13.9M2.95%63,378CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$11.8M2.50%100,325CommonNONE
919794107VLYVALLEY NATL BANCORP$11.7M2.47%1,270,763CommonNONE
02079K305GOOGLALPHABET INC$8.4M1.79%44,623CommonNONE
922908363VOOVANGUARD INDEX FDS$8.0M1.70%14,914CommonNONE
687793109OSCROSCAR HEALTH INC$7.8M1.64%577,027CommonNONE
30303M102METAMETA PLATFORMS INC$7.5M1.59%12,801CommonNONE
78464A763SDYSPDR SER TR$6.8M1.43%51,207CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.3M1.34%28,798CommonNONE
594918104MSFTMICROSOFT CORP$6.3M1.33%14,844CommonNONE
464286822EWWISHARES INC$6.0M1.28%128,540CommonNONE
46429B598INDAISHARES TR$5.2M1.10%98,695CommonNONE
225655109CCAPCRESCENT CAP BDC INC$4.9M1.03%253,780CommonNONE
550021109LULULULULEMON ATHLETICA INC$4.7M1.00%12,359CommonNONE
437076102HDHOME DEPOT INC$4.2M0.89%10,784CommonNONE
02079K107GOOGALPHABET INC$4.0M0.85%21,115CommonNONE
464289180EUFNISHARES TR$3.8M0.80%161,100CommonNONE
922908736VUGVANGUARD INDEX FDS$3.5M0.75%8,630CommonNONE
67066G104NVDANVIDIA CORPORATION$3.5M0.75%26,345CommonNONE
11135F101AVGOBROADCOM INC$3.3M0.70%14,179CommonNONE
780087102RYROYAL BK CDA$3.2M0.68%26,511CommonNONE
532457108LLYELI LILLY & CO$3.1M0.65%3,979CommonNONE
922908744VTVVANGUARD INDEX FDS$3.0M0.63%17,670CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.8M0.58%100,953CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.7M0.57%35,068CommonNONE
464287465EFAISHARES TR$2.6M0.56%34,776CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.6M0.56%37,354CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M0.52%5,427CommonNONE
060505104BACBANK AMERICA CORP$2.4M0.52%55,271CommonNONE
92189F692PPHVANECK ETF TRUST$2.2M0.47%25,694CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.2M0.46%49,747CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.1M0.44%74,085CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.44%74,457CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.1M0.44%79,075CommonNONE
92204A405VFHVANGUARD WORLD FD$2.0M0.43%17,182CommonNONE
617446448MSMORGAN STANLEY$2.0M0.43%15,952CommonNONE
78464A797KBESPDR SER TR$1.7M0.35%29,920CommonNONE
717081103PFEPFIZER INC$1.7M0.35%62,210CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.6M0.34%62,848CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.34%3,061CommonNONE
09260D107BXBLACKSTONE INC$1.6M0.34%9,287CommonNONE
46434G822EWJISHARES INC$1.6M0.33%23,430CommonNONE
92189F726BBHVANECK ETF TRUST$1.6M0.33%9,978CommonNONE
78468R549XESSPDR SER TR$1.6M0.33%19,705CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.6M0.33%7,829CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.4M0.30%10,923CommonNONE
33939L407GUNRFLEXSHARES TR$1.4M0.29%37,184CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.3M0.27%2,786CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.27%5,256CommonNONE
464286400EWZISHARES INC$1.2M0.26%54,247CommonNONE
464287614IWFISHARES TR$1.2M0.25%2,958CommonNONE
922908629VOVANGUARD INDEX FDS$1.1M0.23%4,079CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.23%4,726CommonNONE
37733W204GSKGSK PLC$1.1M0.22%30,784CommonNONE
235851102DHRDANAHER CORPORATION$1.0M0.22%4,430CommonNONE
83304A106SNAPSNAP INC$960,4040.20%89,174CommonNONE
30231G102XOMEXXON MOBIL CORP$946,8800.20%8,801CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$936,7230.20%12,655CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$925,0280.20%7,250CommonNONE
500767306KWEBKRANESHARES TRUST$915,2120.19%31,300CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$904,9010.19%15,761CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$904,7040.19%48,901CommonNONE
88160R101TSLATESLA INC$903,7940.19%2,238CommonNONE
77311W101RKTROCKET COS INC$900,8000.19%80,000CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$896,8370.19%14,868CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$891,6510.19%10,516CommonNONE
47215P106JDJD.COM INC$880,6530.19%25,401CommonNONE
97717W406AIVLWISDOMTREE TR$878,7900.19%8,250CommonNONE
19260Q107COINCOINBASE GLOBAL INC$846,2080.18%3,408CommonNONE
464287168DVYISHARES TR$837,7610.18%6,381CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$800,1030.17%12,606CommonNONE
94724R108WEAVWEAVE COMMUNICATIONS INC$779,7620.17%48,980CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$765,7090.16%24,415CommonNONE
922908751VBVANGUARD INDEX FDS$755,3580.16%3,141CommonNONE
18467V109YOUCLEAR SECURE INC$730,7620.15%27,431CommonNONE
922908611VBRVANGUARD INDEX FDS$706,8550.15%3,566CommonNONE
464287234EEMISHARES TR$681,3990.14%16,292CommonNONE
031162100AMGNAMGEN INC$681,0530.14%2,613CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$680,9200.14%1CommonNONE
682680103OKEONEOK INC NEW$677,6870.14%6,749CommonNONE
922908595VBKVANGUARD INDEX FDS$668,8130.14%2,388CommonNONE
74915M209QRTEBUSDQURATE RETAIL INC$661,8740.14%229,022CommonNONE
384109104GGGGRACO INC$642,0370.14%7,617CommonNONE
718172109PMPHILIP MORRIS INTL INC$619,3320.13%5,089CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$618,1620.13%1,222CommonNONE
833445109SNOWSNOWFLAKE INC$591,7000.13%3,832CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$590,3820.13%7,800CommonNONE
29273V100ETENERGY TRANSFER L P$587,7200.12%30,001CommonNONE
G54950103LINLINDE PLC$586,9030.12%1,401CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$560,7570.12%612CommonNONE
405552100HLNHALEON PLC$534,1280.11%55,987CommonNONE
808513105SCHWSCHWAB CHARLES CORP$532,2240.11%7,191CommonNONE
092667104SRTABLADE AIR MOBILITY INC$531,2500.11%125,000CommonNONE
754730109RJFRAYMOND JAMES FINL INC$525,4820.11%3,383CommonNONE
46434V803HEFAISHARES TR$522,1190.11%15,025CommonNONE
530307107LBRDALIBERTY BROADBAND CORP$521,4120.11%7,012CommonNONE
835699307SONYSONY GROUP CORP$519,0980.11%24,532CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$516,6520.11%20,002CommonNONE
92826C839VVISA INC$502,8210.11%1,591CommonNONE
464287150ITOTISHARES TR$472,2930.10%3,672CommonNONE
64110L106NFLXNETFLIX INC$461,7040.10%518CommonNONE
464288869IWCISHARES TR$450,9530.10%3,458CommonNONE
478160104JNJJOHNSON & JOHNSON$444,2720.09%3,072CommonNONE
48251W104KKRKKR & CO INC$440,3720.09%2,977CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$436,2980.09%3,786CommonNONE
742718109PGPROCTER AND GAMBLE CO$432,7040.09%2,581CommonNONE
80105N105SNYSANOFI$430,3560.09%8,923CommonNONE
713448108PEPPEPSICO INC$429,0710.09%2,797CommonNONE
780259305SHELSHELL PLC$423,6400.09%6,762CommonNONE
98978V103ZTSZOETIS INC$421,0120.09%2,584CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$409,3530.09%3,799CommonNONE
803054204SAPSAP SE$401,3220.09%1,630CommonNONE
904767704UNILEVER PLC$398,6010.08%7,030CommonNONE
464287630IWNISHARES TR$396,9140.08%2,417CommonNONE
166764100CVXCHEVRON CORP NEW$393,0960.08%2,714CommonNONE
00162Q452AMLPALPS ETF TR$381,9080.08%7,930CommonNONE
548661107LOWLOWES COS INC$381,5540.08%1,546CommonNONE
670100205NVONOVO-NORDISK A S$373,4990.08%4,342CommonNONE
68389X105ORCLORACLE CORP$372,7740.08%2,237CommonNONE
65339F101NEENEXTERA ENERGY INC$362,9660.08%5,063CommonNONE
50155Q100KDKYNDRYL HLDGS INC$357,5910.08%10,335CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$347,4910.07%9,251CommonNONE
743315103PGRPROGRESSIVE CORP$346,9550.07%1,448CommonNONE
48241A105KBKB FINL GROUP INC$342,9930.07%6,028CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$338,0050.07%591CommonNONE
252784301DRHDIAMONDROCK HOSPITALITY CO$337,0940.07%37,317CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$335,7340.07%33,340CommonNONE
071813109BAXBAXTER INTL INC$334,4160.07%11,402CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$332,4860.07%3,722CommonNONE
58933Y105MRKMERCK & CO INC$331,2850.07%3,304CommonNONE
00162Q858SDOGALPS ETF TR$324,9420.07%5,750CommonNONE
79466L302CRMSALESFORCE INC$324,3540.07%969CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$321,0290.07%4,519CommonNONE
46434G103IEMGISHARES INC$319,5870.07%6,120CommonNONE
30212P303EXPEEXPEDIA GROUP INC$316,3880.07%1,698CommonNONE
17275R102CSCOCISCO SYS INC$314,8850.07%5,319CommonNONE
872657101TPGTPG INC$314,2000.07%5,000CommonNONE
464287408IVEISHARES TR$305,4080.06%1,599CommonNONE
464287226AGGISHARES TR$295,3510.06%3,048CommonNONE
20030N101CMCSACOMCAST CORP NEW$292,3220.06%7,789CommonNONE
09290D101BLKBLACKROCK INC$291,4210.06%283CommonNONE
98138H101WDAYWORKDAY INC$290,0260.06%1,124CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$287,7660.06%818CommonNONE
81141R100SESEA LTD$284,8780.06%2,685CommonNONE
00287Y109ABBVABBVIE INC$283,6090.06%1,596CommonNONE
770700102HOODROBINHOOD MKTS INC$282,6170.06%7,585CommonNONE
842587107SOSOUTHERN CO$281,7770.06%3,422CommonNONE
931142103WMTWALMART INC$281,1420.06%3,105CommonNONE
N07059210ASMLASML HOLDING N V$276,5390.06%399CommonNONE
20825C104COPCONOCOPHILLIPS$274,7990.06%2,771CommonNONE
191216100KOCOCA COLA CO$274,1940.06%4,404CommonNONE
88579Y101MMM3M CO$262,4410.06%2,033CommonNONE
464286624THDISHARES INC$261,8880.06%4,333CommonNONE
55336V100MPLXMPLX LP$260,4510.06%5,441CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$258,5860.05%578CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$256,1980.05%2,224CommonNONE
002824100ABTABBOTT LABS$252,5760.05%2,233CommonNONE
882508104TXNTEXAS INSTRS INC$251,0760.05%1,339CommonNONE
580135101MCDMCDONALDS CORP$248,4360.05%856CommonNONE
872590104TMUST-MOBILE US INC$247,6600.05%1,122CommonNONE
233051432HYLBDBX ETF TR$240,4730.05%6,665CommonNONE
G0403H108AONAON PLC$235,2500.05%655CommonNONE
N3167Y103RACEFERRARI N V$234,5120.05%551CommonNONE
48268K101KTKT CORP$233,2190.05%15,027CommonNONE
747525103QCOMQUALCOMM INC$231,8120.05%1,509CommonNONE
81762P102NOWSERVICENOW INC$231,1060.05%218CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$227,4240.05%5,687CommonNONE
75513E101RTXRTX CORPORATION$226,9280.05%1,961CommonNONE
56501R106MFCMANULIFE FINL CORP$226,1800.05%7,365CommonNONE
00724F101ADBEADOBE INC$225,4520.05%507CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$223,9550.05%1,367CommonNONE
87901J105TGNATEGNA INC$220,9800.05%12,000CommonNONE
922908553VNQVANGUARD INDEX FDS$220,9190.05%2,480CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$220,6250.05%6,710CommonNONE
046353108AZNNASTRAZENECA PLC$220,1460.05%3,360CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$218,2640.05%9,573CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$216,4270.05%15,686CommonNONE
531229771FWONALIBERTY MEDIA CORP DEL$210,1000.04%2,500CommonNONE
701094104PHPARKER-HANNIFIN CORP$207,3470.04%325CommonNONE
697435105PANWPALO ALTO NETWORKS INC$206,3430.04%1,134CommonNONE
969457100WMBWILLIAMS COS INC$203,7620.04%3,765CommonNONE
464287622IWBISHARES TR$203,2830.04%631CommonNONE
G29183103ETNEATON CORP PLC$202,7730.04%611CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$202,7300.04%8,930CommonNONE
05964H105SANBANCO SANTANDER S.A.$197,0340.04%43,208CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$183,8250.04%18,912CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$183,5830.04%67,493CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$177,8020.04%12,425CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$173,7500.04%11,991CommonNONE
92556V106VTRSVIATRIS INC$171,6860.04%13,790CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$148,5710.03%18,479CommonNONE
91912E105VALEVALE S A$123,3380.03%13,905CommonNONE
138035704CGCCANOPY GROWTH CORP$82,3810.02%30,109CommonNONE
151290889CXCEMEX SAB DE CV$73,5570.02%13,042CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$52,1660.01%10,668CommonNONE
02319V103ABEVAMBEV SA$19,4750.00%10,042CommonNONE

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.