Aspen Wealth Strategies, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$155M
Signature - Title
Amber Anderson - Chief Compliance Officer
Location
Arvada, CO
Summary
This page shows a list of all the recent 13F filings made by Aspen Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aspen Wealth Strategies, LLC reported 81 stock holdings with total value $155M as of Q3 2024. Top holdings included MOAT, SCHG, IVV, VTV, and XMHQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $155M +$10.4M -$3.5M +$6.93M MOAT, SCHG, IVV, VTV, XMHQ 13F-HR 10/28/2024, 04:45 PM
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 75 $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 -$13.2M -$3.37M SCHG, VIGI, DGRO, VYMI, VIG 13F-HR 8/2/2023, 05:04 PM
Q1 2023 78 $129M +$4.8M -$5.66M -$862K SCHG, VIGI, DGRO, VYMI, VIG 13F-HR 5/11/2023, 06:08 PM
Q4 2022 76 $125M $0 $0 SCHG, SCHD, DGRO, VIGI, VIG 13F-HR 5/15/2023, 04:37 PM