Amber Anderson

@Aspen Wealth Strategies, Llc

Latest period2024 - Q3

Reported2mo 22d ago

Managed Assets$155.217M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CVSCvs Health Corp Recent Activity Exited	0%	$788,357 12,798 shares@ $61.61 avg price	Exited
DISDisney Walt Co Recent Activity Exited	0%	$529,464 5,441 shares@ $97.32 avg price	Exited
IYMIshares Tr Recent Activity Exited	0%	$407,035 2,793 shares@ $145.74 avg price	Exited
CCitigroup Inc Recent Activity Exited	0%	$233,007 3,446 shares@ $67.62 avg price	Exited
SPYSpdr S&p 500 Etf Tr Recent Activity Exited	0%	$208,272 374 shares@ $556.88 avg price	Exited