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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
TLTIshares Tr
Recent Activity
Increased 0.75%
0.41%
$624,876
6,370 shares@ $98.1 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 1.33%
0.39%
$601,704
8,195 shares@ $73.43 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 16.56%
0.39%
$593,131
14,139 shares@ $41.95 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.24%
0.38%
$580,388
1,261 shares@ $460.27 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
Increased 0.91%
0.32%
$487,106
22,182 shares@ $21.96 avg price
SBUXStarbucks Corp
Recent Activity
Increased 4.49%
0.28%
$433,928
4,451 shares@ $97.5 avg price
LULULululemon Athletica Inc
Recent Activity
Increased 42.42%
0.27%
$412,723
1,521 shares@ $271.35 avg price
BHPBhp Group Ltd
Recent Activity
Increased 8.04%
0.25%
$373,964
6,021 shares@ $62.11 avg price
RIORio Tinto Plc
Recent Activity
Increased 5.96%
0.22%
$330,451
4,643 shares@ $71.18 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.17%
0.2%
$307,110
1,806 shares@ $170.05 avg price