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Hldgs shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 3.9k 96.50
2025-06-30 $312k 3.9k 79.63

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Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)

View all positions for Aspen Wealth Strategies

Top funds holding Hldgs

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Goldman Sachs Group
Par Capital Management
UBS Group

View all funds holding Hldgs