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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
SIXHExchange Traded Concepts Tru
Recent Activity
Decreased -8.86%
0.21%
$322,821
8,685 shares@ $37.17 avg price
DOCHealthpeak Properties Inc
Recent Activity
Decreased -3.45%
0.21%
$314,028
13,731 shares@ $22.88 avg price
IBBIshares Tr
Recent Activity
Decreased -0.66%
0.2%
$304,761
2,093 shares@ $145.61 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -3.38%
0.19%
$293,601
1,084 shares@ $270.85 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -7.63%
0.19%
$281,756
2,481 shares@ $113.57 avg price
TAt&t Inc
Recent Activity
Decreased -9.23%
0.18%
$267,408
12,155 shares@ $22.0 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -5.69%
0.15%
$223,545
3,756 shares@ $59.52 avg price