Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Aspen Wealth Strategies, Llc > Profile

Instuitional Investor - Aspen Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Aspen Wealth Strategies, Llc
Portfolio Value $165,862,533
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,024 $19,883,707 11.99%
2.
Schwab Strategic Trust
 FNDF 647,044 $18,900,157 11.4%
3.
Vanguard Index Fds - VALUE ETF
 100,364 $17,738,417 10.69%
4.
Vaneck Etf Trust
 186,319 $17,474,905 10.54%
5.
Ishares Tr - CORE MSCI EAFE
 105,245 $8,785,889 5.3%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.