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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
LLYEli Lilly & Co
Recent Activity
New Position
0.42%
$647,322
731 shares@ $885.53 avg price
DUKDuke Energy Corp New
Recent Activity
New Position
0.4%
$614,664
5,331 shares@ $115.3 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.32%
$495,261
5,859 shares@ $84.53 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.3%
$451,622
542 shares@ $833.26 avg price
NOCNorthrop Grumman Corp
Recent Activity
New Position
0.29%
$447,275
847 shares@ $528.07 avg price
CHTRCharter Communications Inc N
Recent Activity
New Position
0.29%
$442,369
1,365 shares@ $324.08 avg price
CNCCentene Corp Del
Recent Activity
New Position
0.29%
$438,732
5,828 shares@ $75.29 avg price
PTCPtc Inc
Recent Activity
New Position
0.26%
$393,477
2,178 shares@ $180.66 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.2%
$305,640
6,000 shares@ $50.94 avg price
MSMorgan Stanley
Recent Activity
New Position
0.18%
$277,487
2,662 shares@ $104.25 avg price