Long-term investor
Aspen Wealth Strategies, LLC @aspenwealthstrategiesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001972517).
Record
- Tracked since 2025-06-30 (477 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days -1.7% · 6 months +5.0% · 1 year +19.8% · all +19.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 11.7% · long · since 2025-06-30
- 922908744 · 11.7% · long · since 2025-06-30
- 808524300 · 8.5% · long · since 2025-06-30
- 46432F842 · 7.8% · long · since 2025-06-30
- 92189F643 · 4.7% · long · since 2025-06-30
- AVGO · 4.0% · long · since 2025-06-30
- 31609A503 · 3.9% · long · since 2025-06-30
- 82889N699 · 3.3% · long · since 2025-06-30
- 46434V290 · 3.3% · long · since 2025-06-30
- 46137V472 · 2.9% · long · since 2025-06-30
- 922908611 · 2.2% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30