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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
ICSHIshares Tr
Recent Activity
Increased 7.52%
0.2%
$296,955
5,852 shares@ $50.75 avg price
PFEPfizer Inc
Recent Activity
Increased 22.04%
0.2%
$295,405
10,207 shares@ $28.95 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.83%
0.19%
$290,087
1,790 shares@ $162.06 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 3.97%
0.17%
$252,340
2,858 shares@ $88.3 avg price
DVNDevon Energy Corp New
Recent Activity
Increased 13.36%
0.15%
$220,072
5,626 shares@ $39.12 avg price