Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Aspect Partners

Latest statistics and disclosures from Aspect Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VTI, GLD, IYR, IAGG, and represent 43.49% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: IYR (+$9.7M), GLD (+$9.4M), RSSB, IEFA, IAGG, TLT, DSMC, PDBC, DFAU, SGOL.
Started 28 new stock positions in TEVA, DFAS, HWM, ARM, DVN, Lam Research, KDP, DFAR, Blackrock, UBT.
Reduced shares in these 10 stocks: SCZ (-$12M), EFA (-$11M), EEM, HYEM, , SPY, RING, SPIP, LTPZ, GDX.
Sold out of its positions in ACR, ABNB, TECH, BLK, COIN, CORZZ, DXCM, KLNE, DLTR, FSLR.
Aspect Partners was a net seller of stock by $-401k.
Aspect Partners has $178M in assets under management (AUM), dropping by 6.04%.
Central Index Key (CIK): 0001985284

Tip: Access up to 7 years of quarterly data

Positions held by Aspect Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Aspect Partners

Aspect Partners holds 556 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Aspect Partners has 556 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aspect Partners Sept. 30, 2024 positions
Download the Aspect Partners September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	19.2	$34M	-2%	60k	573.76	View chart
Vanguard Total Stock Market Etf Etf (VTI)	7.4	$13M		47k	283.16	View chart
Spdr Gold Shares Etf (GLD)	6.6	$12M	+396%	49k	243.06	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	5.9	$10M	+1287%	102k	101.87	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	4.4	$7.8M	+18%	151k	51.82	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.8	$6.7M	+28%	86k	78.05	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	3.6	$6.4M	+17%	475k	13.43	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	3.6	$6.4M	+107%	255k	24.98	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	3.0	$5.3M	-2%	120k	44.67	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.9	$5.1M		44k	116.96	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.7	$4.8M	+28%	49k	98.10	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.5	$4.4M		50k	88.28	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	2.4	$4.3M	+30%	119k	36.06	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	2.2	$3.9M	+2%	36k	108.93	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.1	$3.7M	-10%	36k	101.27	View chart
Ishares Gold Trust Etf (IAU)	1.8	$3.2M	+17%	64k	49.70	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.4	$2.5M	+9%	91k	27.85	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.3	$2.4M	+30%	95k	25.13	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.3	$2.3M	+3%	41k	56.73	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.3	$2.3M	-2%	11k	220.89	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.2	$2.1M	-83%	25k	83.63	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.9	$1.7M	-2%	12k	142.04	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.9	$1.7M	-19%	29k	57.41	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.8	$1.4M		8.5k	160.95	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$1.3M		19k	72.37	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.7	$1.3M		12k	106.76	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$944k	+7%	1.9k	488.14	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.5	$901k	+4%	12k	72.63	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$898k		4.4k	202.75	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.4	$793k		34k	23.69	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.4	$779k		6.8k	114.96	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.3	$590k	NEW	15k	39.69	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.3	$584k		7.8k	74.59	View chart
Amazon Stock (AMZN)	0.3	$568k		3.0k	186.33	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$537k	NEW	8.6k	62.20	View chart
C3 Ai Inc Cl A Stock (AI)	0.3	$532k	+35%	22k	24.23	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$521k		1.1k	460.26	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.3	$513k	-43%	8.3k	61.54	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$489k		7.2k	67.85	View chart
Apple Stock (AAPL)	0.3	$485k	+3%	2.1k	233.04	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.3	$456k	-8%	9.1k	50.28	View chart
Core Scientific Stock (CORZ)	0.2	$423k	+328%	36k	11.86	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.2	$411k		8.9k	46.14	View chart
Microsoft Corp Stock (MSFT)	0.2	$411k		953.00	430.77	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.2	$396k	-65%	12k	33.01	View chart
Coca Cola Stock (KO)	0.2	$375k		5.2k	71.86	View chart
Nvidia Corporation Stock (NVDA)	0.2	$375k		3.1k	121.44	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$373k		706.00	528.00	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.2	$356k	-96%	5.3k	67.70	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$332k		2.8k	117.22	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.2	$327k		2.3k	139.59	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.2	$319k	-62%	8.0k	39.82	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$310k		825.00	375.38	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$304k	-81%	6.6k	45.86	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$303k	NEW	6.0k	50.60	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$296k		5.8k	50.65	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$291k		1.2k	237.21	View chart
Pnc Finl Svcs Group Stock (PNC)	0.2	$284k		1.5k	184.90	View chart
Verizon Communications Stock (VZ)	0.2	$278k	+3%	6.2k	44.91	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$257k		1.2k	210.86	View chart
Dominion Energy Stock (D)	0.1	$256k		4.4k	57.78	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$255k	-30%	3.4k	75.11	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$239k		3.7k	64.74	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$238k		2.1k	114.50	View chart
Honeywell Intl Stock (HON)	0.1	$229k		1.1k	206.71	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$221k		702.00	314.39	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$205k		2.3k	89.21	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$188k		304.00	618.58	View chart
Amgen Stock (AMGN)	0.1	$187k		579.00	322.22	View chart
Unitedhealth Group Stock (UNH)	0.1	$187k		319.00	584.67	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$181k		3.4k	53.70	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$172k		4.4k	39.02	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$160k		2.5k	64.10	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$159k		5.4k	29.48	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$150k		1.4k	110.47	View chart
Chevron Corp Stock (CVX)	0.1	$149k		1.0k	147.27	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$148k		1.6k	92.46	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$146k	NEW	3.1k	47.74	View chart
Vse Corp Stock (VSEC)	0.1	$140k		1.7k	82.73	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ)	0.1	$127k	-81%	2.2k	57.75	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.1	$126k	NEW	4.9k	25.64	View chart
International Business Machs Stock (IBM)	0.1	$123k	+11%	554.00	221.08	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.1	$119k	-2%	2.5k	47.32	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$115k		272.00	423.59	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$114k	+4%	688.00	165.86	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$112k		2.7k	41.77	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$111k	NEW	1.7k	64.86	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$105k		373.00	282.20	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$105k		1.1k	97.41	View chart
Home Depot Stock (HD)	0.1	$102k		251.00	405.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$99k	-3%	591.00	167.19	View chart
Alliant Energy Corp Stock (LNT)	0.1	$98k		1.6k	60.68	View chart
Mcdonalds Corp Stock (MCD)	0.1	$95k	+3%	313.00	304.51	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$94k	NEW	2.2k	41.69	View chart
Johnson & Johnson Stock (JNJ)	0.1	$93k		575.00	162.06	View chart
National Bankshares Inc Va Stock (NKSH)	0.1	$93k		3.1k	29.90	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$92k	+3%	161.00	572.43	View chart
Eli Lilly & Co Stock (LLY)	0.0	$88k		99.00	885.94	View chart
Broadcom Stock (AVGO)	0.0	$88k	+900%	500.00	175.10	View chart
Merck & Co Stock (MRK)	0.0	$87k	+7%	768.00	113.56	View chart
Pepsico Stock (PEP)	0.0	$85k		498.00	170.05	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$76k	NEW	6.8k	11.11	View chart
Edison Intl Stock (EIX)	0.0	$74k		851.00	87.10	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$72k		1.0k	71.76	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$71k		700.00	100.69	View chart
Proshares Msci Europe Dividend Growers Etf Etf (EUDV)	0.0	$70k		1.3k	52.36	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$69k		720.00	95.75	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$65k	NEW	579.00	112.98	View chart
Visa Inc Com Cl A Stock (V)	0.0	$65k		233.00	278.72	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$65k		509.00	127.17	View chart
Tesla Stock (TSLA)	0.0	$63k	+16%	242.00	261.63	View chart
Advanced Micro Devices Stock (AMD)	0.0	$61k	+2%	370.00	164.08	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$59k		1.7k	34.60	View chart
Intel Corp Stock (INTC)	0.0	$57k		2.4k	23.46	View chart
Abbvie Stock (ABBV)	0.0	$57k		287.00	197.48	View chart
Netflix Stock (NFLX)	0.0	$55k	+14%	77.00	709.27	View chart
Walmart Stock (WMT)	0.0	$54k		663.00	80.75	View chart
Palo Alto Networks Stock (PANW)	0.0	$53k		156.00	341.80	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$53k		677.00	77.96	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$52k		910.00	57.53	View chart
Linde Stock (LIN)	0.0	$49k		103.00	476.85	View chart
Cisco Sys Stock (CSCO)	0.0	$48k	+9%	904.00	53.28	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$48k	-6%	489.00	98.12	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$47k	-15%	513.00	91.31	View chart
Bank America Corp Stock (BAC)	0.0	$46k		1.2k	39.68	View chart
Procter And Gamble Stock (PG)	0.0	$45k		258.00	173.20	View chart
Starbucks Corp Stock (SBUX)	0.0	$44k		455.00	97.49	View chart
Costco Whsl Corp Stock (COST)	0.0	$44k	+6%	50.00	886.67	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$42k	+22%	241.00	173.82	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$42k		1.2k	34.50	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$41k		83.00	493.80	View chart
Micron Technology Stock (MU)	0.0	$41k	+19%	394.00	103.71	View chart
Fmc Corp Stock (FMC)	0.0	$40k		612.00	65.94	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$40k		1.1k	37.37	View chart
Oracle Corp Stock (ORCL)	0.0	$40k		235.00	170.40	View chart
Lowes Cos Stock (LOW)	0.0	$39k		144.00	269.73	View chart
S&p Global Stock (SPGI)	0.0	$38k	-3%	74.00	516.64	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$37k		452.00	81.72	View chart
Ge Aerospace Stock (GE)	0.0	$37k		195.00	188.58	View chart
Vanguard Value Etf Etf (VTV)	0.0	$36k		207.00	174.57	View chart
Goldman Sachs Group Stock (GS)	0.0	$35k	+33%	71.00	495.10	View chart
Automatic Data Processing Stock (ADP)	0.0	$33k	-2%	119.00	276.74	View chart
Texas Instrs Stock (TXN)	0.0	$33k		159.00	206.57	View chart
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM)	0.0	$33k		509.00	64.19	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$33k	+39%	793.00	41.12	View chart
Tjx Cos Stock (TJX)	0.0	$32k		276.00	117.54	View chart
Progressive Corp Stock (PGR)	0.0	$32k	+4%	127.00	253.76	View chart
Boeing Stock (BA)	0.0	$32k		210.00	152.07	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$31k		164.00	187.16	View chart
United States Stl Corp Stock (X)	0.0	$29k		829.00	35.33	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$29k	-91%	364.00	80.30	View chart
Nextera Energy Stock (NEE)	0.0	$29k		344.00	84.52	View chart
Inventrust Pptys Corp Reit (IVT)	0.0	$29k		1.0k	28.37	View chart
Archer Daniels Midland Stock (ADM)	0.0	$29k		480.00	59.74	View chart
Philip Morris Intl Stock (PM)	0.0	$29k		235.00	121.40	View chart
Adobe Stock (ADBE)	0.0	$29k		55.00	517.78	View chart
Technipfmc Stock (FTI)	0.0	$28k		1.1k	26.23	View chart
Sherwin Williams Stock (SHW)	0.0	$28k	-10%	72.00	381.66	View chart
Ishares Frontier And Select Em Etf Etf (FM)	0.0	$27k	-86%	994.00	27.53	View chart
Illinois Tool Wks Stock (ITW)	0.0	$27k	+2%	102.00	262.08	View chart
Dyne Therapeutics Stock (DYN)	0.0	$26k		725.00	35.92	View chart
Caterpillar Stock (CAT)	0.0	$26k	-12%	66.00	391.11	View chart
Terawulf Stock (WULF)	0.0	$26k	NEW	5.5k	4.68	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$25k		48.00	527.67	View chart
Royal Caribbean Group Stock (RCL)	0.0	$25k	+5%	140.00	177.35	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$25k	+4%	70.00	353.49	View chart
Marathon Pete Corp Stock (MPC)	0.0	$25k		151.00	162.91	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$25k		93.00	264.38	View chart
General Dynamics Corp Stock (GD)	0.0	$25k	-4%	81.00	302.19	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$24k		23.00	1051.17	View chart
Arista Networks Stock (ANET)	0.0	$24k	+19%	62.00	383.80	View chart
Consolidated Edison Stock (ED)	0.0	$24k	-3%	226.00	104.15	View chart
Aes Corp Stock (AES)	0.0	$23k	+36%	1.1k	20.06	View chart
Roper Technologies Stock (ROP)	0.0	$22k	+2%	40.00	556.41	View chart
American Tower Corp Reit (AMT)	0.0	$22k	+2%	93.00	232.56	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.0	$22k	-56%	1.0k	21.12	View chart
Pfizer Stock (PFE)	0.0	$21k		731.00	28.94	View chart
Boston Scientific Corp Stock (BSX)	0.0	$21k	+8%	252.00	83.80	View chart
Blackrock Stock	0.0	$21k	NEW	22.00	949.50	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$21k	-70%	1.0k	20.65	View chart
Realty Income Corp Reit (O)	0.0	$21k	-4%	325.00	63.43	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$21k		346.00	59.57	View chart
Danaher Corporation Stock (DHR)	0.0	$21k		74.00	278.01	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$21k		398.00	51.50	View chart
Intuit Stock (INTU)	0.0	$21k		33.00	621.00	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$20k		1.0k	19.56	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$20k		1.0k	19.72	View chart
Mckesson Corp Stock (MCK)	0.0	$20k		41.00	494.41	View chart
Motorola Solutions Stock (MSI)	0.0	$20k		45.00	449.62	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$20k		250.00	80.89	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	20.56	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$20k		1.1k	18.81	View chart
Aflac Stock (AFL)	0.0	$20k	-13%	177.00	111.80	View chart
Lam Research Corp Stock	0.0	$20k	NEW	24.00	816.09	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.0	$20k		760.00	25.66	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.0	$19k		744.00	26.10	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.0	$19k		728.00	26.66	View chart
Fiserv Stock (FI)	0.0	$19k	+12%	105.00	179.65	View chart
Morgan Stanley Stock (MS)	0.0	$19k		177.00	104.24	View chart
Union Pac Corp Stock (UNP)	0.0	$18k	+4%	74.00	246.49	View chart
Yum Brands Stock (YUM)	0.0	$18k		130.00	139.71	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$18k	+15%	623.00	29.06	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$18k	+2%	781.00	22.84	View chart
Gartner Stock (IT)	0.0	$18k		35.00	506.77	View chart
Qualcomm Stock (QCOM)	0.0	$18k	-41%	103.00	170.06	View chart
Intercontinental Exchange Stock (ICE)	0.0	$18k		109.00	160.64	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$18k		420.00	41.55	View chart
Cintas Corp Stock (CTAS)	0.0	$17k	+211%	84.00	205.90	View chart
Eaton Corp Stock (ETN)	0.0	$17k	-8%	51.00	331.43	View chart
Rtx Corporation Stock (RTX)	0.0	$17k		137.00	121.16	View chart
Pentair Stock (PNR)	0.0	$16k	-16%	168.00	97.80	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$16k		28.00	584.57	View chart
Trane Technologies Stock (TT)	0.0	$16k		42.00	388.74	View chart
Elevance Health Stock (ELV)	0.0	$16k		31.00	520.00	View chart
Truist Finl Corp Stock (TFC)	0.0	$16k		375.00	42.77	View chart
Agios Pharmaceuticals Stock (AGIO)	0.0	$16k		361.00	44.43	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$16k		46.00	346.00	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$16k		70.00	223.09	View chart
Ready Capital Corp Reit (RC)	0.0	$15k		2.0k	7.63	View chart
Abbott Labs Stock (ABT)	0.0	$15k		134.00	114.01	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$15k	+2%	116.00	131.36	View chart
Williams Cos Stock (WMB)	0.0	$15k		329.00	45.65	View chart
Price T Rowe Group Stock (TROW)	0.0	$15k	+3%	135.00	108.92	View chart
Allstate Corp Stock (ALL)	0.0	$14k		75.00	189.65	View chart
Stanley Black & Decker Stock (SWK)	0.0	$14k		129.00	110.00	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$14k		300.00	47.08	View chart
Smith A O Corp Stock (AOS)	0.0	$14k		157.00	89.83	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$14k	+52%	61.00	230.59	View chart
Cardinal Health Stock (CAH)	0.0	$14k		126.00	110.50	View chart
Proshares Ultra 20 Year Treasury Etf (UBT)	0.0	$14k	NEW	648.00	21.36	View chart
Ge Vernova Stock (GEV)	0.0	$14k		54.00	254.98	View chart
Emerson Elec Stock (EMR)	0.0	$14k	-18%	125.00	109.37	View chart
Grainger W W Stock (GWW)	0.0	$14k	-13%	13.00	1038.85	View chart
Targa Res Corp Stock (TRGP)	0.0	$13k	+350%	90.00	148.01	View chart
Nucor Corp Stock (NUE)	0.0	$13k	+23%	88.00	150.34	View chart
Genuine Parts Stock (GPC)	0.0	$13k		94.00	139.60	View chart
Amcor Plc Ord Stock (AMCR)	0.0	$13k	-9%	1.2k	11.33	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$13k	-8%	113.00	114.97	View chart
Moodys Corp Stock (MCO)	0.0	$13k		27.00	474.59	View chart
Air Prods & Chems Stock (APD)	0.0	$13k		43.00	297.74	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$13k	-19%	94.00	136.12	View chart
Leggett & Platt Stock (LEG)	0.0	$13k	+85%	938.00	13.62	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$13k		173.00	73.67	View chart
Franklin Resources Stock (BEN)	0.0	$13k	+33%	630.00	20.15	View chart
Oreilly Automotive Stock (ORLY)	0.0	$13k		11.00	1151.64	View chart
Prologis Reit (PLD)	0.0	$13k	+2%	100.00	126.28	View chart
Pulte Group Stock (PHM)	0.0	$13k		87.00	143.53	View chart
Essex Ppty Tr Reit (ESS)	0.0	$12k	-23%	42.00	295.43	View chart
T-mobile Us Stock (TMUS)	0.0	$12k		60.00	206.37	View chart
Willis Towers Watson Stock (WTW)	0.0	$12k		42.00	294.52	View chart

Past Filings by Aspect Partners

SEC 13F filings are viewable for Aspect Partners going back to 2023

Aspect Partners 2024 Q3 filed Oct. 15, 2024
Aspect Partners 2024 Q2 filed July 15, 2024
Aspect Partners 2024 Q1 filed May 17, 2024
Aspect Partners 2023 Q4 filed Feb. 16, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z