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
MOATVaneck Etf Trust Recent Activity Increased 4.68%	14.06%	$21.815M 225,018 shares@ $96.95 avg price	Increased 4.68%
SCHGSchwab Strategic Tr Recent Activity Increased 3.33%	13.1%	$20.323M 195,078 shares@ $104.19 avg price	Increased 3.33%
IVVIshares Tr Recent Activity Increased 4.01%	11.93%	$18.51M 32,090 shares@ $576.82 avg price	Increased 4.01%
VTVVanguard Index Fds Recent Activity Increased 4.87%	10.78%	$16.731M 95,842 shares@ $174.57 avg price	Increased 4.87%
XMHQInvesco Exchange Traded Fd T Recent Activity Increased 6.48%	5.33%	$8.26M 80,523 shares@ $102.59 avg price	Increased 6.48%
IEFAIshares Tr Recent Activity Increased 5.49%	4.52%	$7.005M 89,751 shares@ $78.06 avg price	Increased 5.49%
SCHOSchwab Strategic Tr Recent Activity Increased 3.29%	3.42%	$5.307M 108,355 shares@ $48.99 avg price	Increased 3.29%
CALFPacer Fds Tr Recent Activity Increased 6.32%	3.34%	$5.173M 111,203 shares@ $46.52 avg price	Increased 6.32%
MSFTMicrosoft Corp Recent Activity Increased 1.09%	1.96%	$3.037M 7,058 shares@ $430.33 avg price	Increased 1.09%
JPSTJ P Morgan Exchange Traded F Recent Activity Increased 0.98%	0.89%	$1.372M 27,036 shares@ $50.75 avg price	Increased 0.98%