Aspen Wealth Strategies, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$142M
Signature - Title
Amber Anderson - Chief Compliance Officer
Location
8333 Ralston Road, Suite 2, Arvada, CO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 73 $142M +$1.69M -$5.15M -$3.46M MOAT, SCHG, IVV, VTV, XMHQ 13F-HR 7/19/2024, 07:27 PM
Q1 2024 76 $145M +$11M -$13.7M -$2.71M MOAT, SCHG, IVV, VTV, XMHQ 13F-HR 5/13/2024, 09:39 AM
Q4 2023 78 $138M +$52.4M -$54.7M -$2.23M SCHG, MOAT, VTV, IVV, XMHQ 13F-HR 1/30/2024, 10:53 AM
Q3 2023 82 $128M +$7.06M -$6.93M +$124K SCHG, VIGI, VYMI, SCHD, DGRO 13F-HR 11/1/2023, 09:26 AM
Q2 2023 75 $132M +$9.83M -$5.84M +$3.98M SCHG, VIGI, DGRO, VYMI, VIG 13F-HR 8/2/2023, 05:04 PM
Q1 2023 78 $129M +$4.8M -$5.02M -$225K SCHG, VIGI, DGRO, VYMI, VIG 13F-HR 5/11/2023, 06:08 PM
Q4 2022 76 $125M SCHG, SCHD, DGRO, VIGI, VIG 13F-HR 5/15/2023, 04:37 PM