Question 1

What stocks does ASPEN WEALTH STRATEGIES LLC hold in its portfolio?

Accepted Answer

ASPEN WEALTH STRATEGIES LLC's top stock holdings include AVGO, IVV, GOOGL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ASPEN WEALTH STRATEGIES LLC's largest stock holdings?

Accepted Answer

ASPEN WEALTH STRATEGIES LLC's largest stock holdings as of their last filing include AVGO (valued at approximately $8.3 million), IVV (valued at approximately $24.2 million), GOOGL (valued at approximately $4.2 million), VTV (valued at approximately $24.1 million), AAPL (valued at approximately $2.8 million).

Question 3

When was ASPEN WEALTH STRATEGIES LLC's last SEC filing?

Accepted Answer

ASPEN WEALTH STRATEGIES LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ASPEN WEALTH STRATEGIES LLC recently bought or sold?

Accepted Answer

ASPEN WEALTH STRATEGIES LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ASPEN WEALTH STRATEGIES LLC reported?

Accepted Answer

ASPEN WEALTH STRATEGIES LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ASPEN WEALTH STRATEGIES LLC invest in?

Accepted Answer

ASPEN WEALTH STRATEGIES LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.