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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
COFCapital One Finl Corp
Recent Activity
Decreased -2.12%
0.43%
$655,368
4,377 shares@ $149.73 avg price
LLYEli Lilly & Co
Recent Activity
New Position
0.42%
$647,322
731 shares@ $885.53 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 0.33%
0.42%
$647,175
13,873 shares@ $46.65 avg price
AGGHSimplify Exchange Traded Fun
Recent Activity
Increased 0.34%
0.42%
$638,967
29,432 shares@ $21.71 avg price
TLTIshares Tr
Recent Activity
Increased 0.75%
0.41%
$624,876
6,370 shares@ $98.1 avg price
DUKDuke Energy Corp New
Recent Activity
New Position
0.4%
$614,664
5,331 shares@ $115.3 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
TSLATesla Inc
Recent Activity
Decreased -19.07%
0.39%
$592,592
2,265 shares@ $261.64 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.24%
0.38%
$580,388
1,261 shares@ $460.27 avg price