| |
|
|
| Name: |
Aspen Wealth Strategies LLC |
| City: |
ARVADA |
| State: |
CO |
| Zip: |
80002 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.B |
Berkshire Hathaway B |
41 |
- |
$413.99 |
$531,000 |
1,262 |
0.37% |
81,000 |
0 |
0 |
Property & Casualty I... |
|
|
EOG |
EOG Resources Inc |
44 |
- |
$126.05 |
$511,000 |
4,000 |
0.35% |
27,000 |
0 |
0.251 |
Independent Oil & Gas |
|
|
PTC |
PTC INC |
49 |
- |
$183.76 |
$412,000 |
2,178 |
0.28% |
31,000 |
0 |
0.002 |
Technical & System So... |
|
|
SIXH |
Etc 6 Meridian Hedged Equit... |
53 |
- |
$0.00 |
$339,000 |
9,530 |
0.23% |
22,000 |
0 |
0.011 |
N/A |
|
|
ICSH |
Ishares Ultra Short Term Bo... |
56 |
- |
$0.00 |
$324,000 |
6,399 |
0.22% |
2,000 |
0 |
0 |
N/A |
|
|
LOW |
Lowes Companies Inc |
60 |
- |
$221.13 |
$283,000 |
1,111 |
0.2% |
36,000 |
0 |
0.008 |
Home Improvement Stores |
|
|
VPU |
Vanguard Utilities VIPERS |
62 |
- |
$156.10 |
$281,000 |
1,972 |
0.19% |
11,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
ABT |
Abbott Laboratories |
63 |
- |
$104.82 |
$278,000 |
2,449 |
0.19% |
8,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
JNJ |
Johnson & Johnson |
67 |
- |
$153.50 |
$253,000 |
1,601 |
0.17% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
GIB |
CGI Group Inc (USA) |
71 |
- |
$104.92 |
$231,000 |
2,092 |
0.16% |
7,000 |
0 |
0.001 |
Internet Software & S... |
|
|
PFE |
Pfizer Inc |
73 |
- |
$29.60 |
$224,000 |
8,077 |
0.15% |
-9,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
FSCO |
Fs Global Credit Opportunit... |
75 |
- |
$6.35 |
$83,000 |
14,056 |
0.06% |
3,000 |
0 |
0.016 |
N/A |
|
