0001951757-23-000315.txt : 20230515 0001951757-23-000315.hdr.sgml : 20230515 20230515163740 ACCESSION NUMBER: 0001951757-23-000315 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aspen Wealth Strategies, LLC CENTRAL INDEX KEY: 0001972517 IRS NUMBER: 462697273 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23235 FILM NUMBER: 23923380 BUSINESS ADDRESS: STREET 1: 8333 RALSTON ROAD STREET 2: SUITE 2 CITY: ARVADA STATE: CO ZIP: 80002 BUSINESS PHONE: (303) 421-1113 MAIL ADDRESS: STREET 1: 8333 RALSTON ROAD STREET 2: SUITE 2 CITY: ARVADA STATE: CO ZIP: 80002 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001972517 XXXXXXXX 12-31-2022 12-31-2022 Aspen Wealth Strategies, LLC

8333 RALSTON ROAD SUITE 2 ARVADA CO 80002

13F HOLDINGS REPORT 028-23235 N AMBER K. ANDERSON (303) 421-1113 AMBER K. ANDERSON ARVADA CO 05-15-2023 0 76 124916232 false INFORMATION TABLE 2 q4202213fAspen.xml SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 16605409 298873 SH SOLE 0 0 298873 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 12005394 158928 SH SOLE 0 0 158928 ISHARES TR CORE DIV GRWTH 46434V621 11392370 227847 SH SOLE 0 0 227847 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 9366931 134524 SH SOLE 0 0 134524 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9258294 60970 SH SOLE 0 0 60970 VANGUARD INDEX FDS VALUE ETF 922908744 9144139 65143 SH SOLE 0 0 65143 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 8662969 145425 SH SOLE 0 0 145425 ISHARES TR NATIONAL MUN ETF 464288414 6054661 57379 SH SOLE 0 0 57379 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3169123 65695 SH SOLE 0 0 65695 APPLE INC COM 037833100 2413785 18578 SH SOLE 0 0 18578 MICROSOFT CORP COM 594918104 2221930 9265 SH SOLE 0 0 9265 ABBVIE INC COM 00287Y109 1939172 11999 SH SOLE 0 0 11999 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 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BROADCOM INC COM 11135F101 274533 491 SH SOLE 0 0 491 PACCAR INC COM 693718108 268803 2716 SH SOLE 0 0 2716 ISHARES TR ISHARES BIOTECH 464287556 262982 2003 SH SOLE 0 0 2003 PTC INC COM 69370C100 261447 2178 SH SOLE 0 0 2178 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 245282 14670 SH SOLE 0 0 14670 MICRON TECHNOLOGY INC COM 595112103 244202 4886 SH SOLE 0 0 4886 COCA COLA CO COM 191216100 242290 3809 SH SOLE 0 0 3809 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 235257 4317 SH SOLE 0 0 4317 ACTIVISION BLIZZARD INC COM 00507V109 230645 3013 SH SOLE 0 0 3013 EQUINIX INC COM 29444U700 218125 333 SH SOLE 0 0 333 AMERICAN TOWER CORP NEW COM 03027X100 216945 1024 SH SOLE 0 0 1024 UNION PAC CORP COM 907818108 211211 1020 SH SOLE 0 0 1020 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 207183 5083 SH SOLE 0 0 5083 VANGUARD INDEX FDS GROWTH ETF 922908736 202457 950 SH SOLE 0 0 950 CENTENE CORP DEL COM 15135B101 202073 2464 SH SOLE 0 0 2464 ALPHABET INC CAP STK CL C 02079K107 200530 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