Aspen Wealth Strategies, LLC Portfolio Holdings

Aspen Wealth Strategies, LLC

  • $166 Billion
  • Q2 2025

Aspen Wealth Strategies, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.9B, Schwab Strategic Tr Us Large C with a value of $18.9B, Vanguard Value ETF with a value of $17.7B, Vaneck Morningstar Wide Moat E with a value of $17.5B, and Ishares Tr with a value of $8.79B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $153B to 166B.

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 $166 Billion
ETFs: $117 Billion
Technology: $13.5 Billion
Financial Services: $5.61 Billion
Communication Services: $4.98 Billion
Healthcare: $3.36 Billion
Consumer Cyclical: $3.23 Billion
Energy: $3.22 Billion
Industrials: $2.87 Billion
Other: $5.65 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $166 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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