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Amber Anderson

@Aspen Wealth Strategies, Llc

Latest period2024 - Q3ReportedManaged Assets$155.217MTotal holdings81
Assets growth rate7.94%Assets growth rate (2-Q avg)3.63%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspen Wealth Strategies, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Aspen Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 155.217M in assets, with a quarterly growth rate of 7.94% and a 2-quarter average growth rate of 3.63%. The portfolio is managed by Amber Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MOATVaneck Etf Trust
Recent Activity
Increased 4.68%
14.06%
$21.815M
225,018 shares@ $96.95 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 3.33%
13.1%
$20.323M
195,078 shares@ $104.19 avg price
IVVIshares Tr
Recent Activity
Increased 4.01%
11.93%
$18.51M
32,090 shares@ $576.82 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.87%
10.78%
$16.731M
95,842 shares@ $174.57 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 6.48%
5.33%
$8.26M
80,523 shares@ $102.59 avg price
IEFAIshares Tr
Recent Activity
Increased 5.49%
4.52%
$7.005M
89,751 shares@ $78.06 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 3.29%
3.42%
$5.307M
108,355 shares@ $48.99 avg price
CALFPacer Fds Tr
Recent Activity
Increased 6.32%
3.34%
$5.173M
111,203 shares@ $46.52 avg price
AAPLApple Inc
Recent Activity
Decreased -1.4%
2.4%
$3.722M
15,976 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.09%
1.96%
$3.037M
7,058 shares@ $430.33 avg price