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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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