Aspen Wealth Strategies, LLC Portfolio Holdings

Aspen Wealth Strategies, LLC

  • $144 Billion
  • Q2 2024

Aspen Wealth Strategies, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 73 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 $19.3B, Schwab Strategic Tr Us Large C with a value of $19.2B, Ishares Core S&P 500 ETF with a value of $17.3B, Vanguard Value ETF with a value of $15.3B, and Invesco Exchange Traded Fd Tr with a value of $7.6B.

Examining the 13F form we can see an decrease of $991M in the current position value, from $145B to 144B.

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 $144 Billion
ETFs: $107 Billion
Technology: $9.3 Billion
Communication Services: $4.87 Billion
Healthcare: $4.85 Billion
Energy: $4.14 Billion
Financial Services: $3.97 Billion
Consumer Cyclical: $3.73 Billion
Consumer Defensive: $2.09 Billion
Other: $3.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $144 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email