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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
AAPLApple Inc
Recent Activity
Decreased -1.4%
2.4%
$3.722M
15,976 shares@ $233.0 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -7.28%
1.45%
$2.238M
13,497 shares@ $165.85 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -5.77%
1.28%
$1.981M
10,029 shares@ $197.49 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -2.91%
1.15%
$1.784M
21,105 shares@ $84.53 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.9%
1.07%
$1.655M
7,850 shares@ $210.86 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -5.21%
1.06%
$1.637M
9,488 shares@ $172.5 avg price
WMTWalmart Inc
Recent Activity
Decreased -20.98%
0.9%
$1.395M
17,273 shares@ $80.75 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -6.71%
0.66%
$1.023M
1,750 shares@ $584.58 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -11.45%
0.64%
$987,355
3,316 shares@ $297.76 avg price
XELXcel Energy Inc
Recent Activity
Decreased -2.02%
0.57%
$870,294
13,328 shares@ $65.3 avg price