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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
MUBIshares Tr
Recent Activity
Decreased -3.41%
0.54%
$829,022
7,632 shares@ $108.63 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.04%
0.43%
$656,589
1,147 shares@ $572.45 avg price
COFCapital One Finl Corp
Recent Activity
Decreased -2.12%
0.43%
$655,368
4,377 shares@ $149.73 avg price
TSLATesla Inc
Recent Activity
Decreased -19.07%
0.39%
$592,592
2,265 shares@ $261.64 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.68%
0.38%
$579,074
12,894 shares@ $44.92 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -1.91%
0.34%
$524,273
10,256 shares@ $51.12 avg price
SUBIshares Tr
Recent Activity
Decreased -1.05%
0.34%
$517,852
4,877 shares@ $106.19 avg price
VHTVanguard World Fd
Recent Activity
Decreased -5.98%
0.3%
$461,509
1,635 shares@ $282.27 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.48%
0.28%
$432,547
3,690 shares@ $117.23 avg price
VPUVanguard World Fd
Recent Activity
Decreased -0.42%
0.24%
$368,404
2,117 shares@ $174.03 avg price