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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -6.71%
0.66%
$1.023M
1,750 shares@ $584.58 avg price
COPConocophillips
Recent Activity
Increased 2.76%
0.66%
$1.018M
9,668 shares@ $105.28 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -11.45%
0.64%
$987,355
3,316 shares@ $297.76 avg price
HDHome Depot Inc
Recent Activity
Increased 1.52%
0.6%
$924,282
2,281 shares@ $405.21 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 1.18%
0.6%
$922,357
50,959 shares@ $18.1 avg price
XELXcel Energy Inc
Recent Activity
Decreased -2.02%
0.57%
$870,294
13,328 shares@ $65.3 avg price
MUBIshares Tr
Recent Activity
Decreased -3.41%
0.54%
$829,022
7,632 shares@ $108.63 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 22.84%
0.52%
$793,857
14,917 shares@ $53.22 avg price
VVisa Inc
Recent Activity
Increased 0.35%
0.47%
$723,118
2,630 shares@ $274.95 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.04%
0.43%
$656,589
1,147 shares@ $572.45 avg price