Aspen Wealth Strategies, LLC Portfolio Holdings

Aspen Wealth Strategies, LLC

  • $155 Billion
  • Q3 2024

Aspen Wealth Strategies, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $21.8B, Schwab Strategic Tr Us Large C with a value of $20.3B, Ishares Core S&P 500 ETF with a value of $18.5B, Vanguard Value ETF with a value of $16.7B, and Invesco Exchange Traded Fd Tr with a value of $8.26B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $144B to 155B.

Aspen Wealth Strategies, LLC is based out at Arvada, CO

Below you can find more details about Aspen Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $115 Billion
Technology: $10.3 Billion
Healthcare: $5.5 Billion
Communication Services: $4.5 Billion
Energy: $3.96 Billion
Consumer Cyclical: $3.95 Billion
Financial Services: $3.89 Billion
Consumer Defensive: $2.18 Billion
Other: $5.68 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $155 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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