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Aspect Partners

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

Top 5 stock holdings are SPY, LQD, VTI, IAGG, IEFA, and represent 43.79% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: LQD (+$21M), EEM, VOO, VGLT, ILCG, IEFA, SCHX, RWL, PDBC, SPEM.
Started 72 new stock positions in FBND, SMR, RWM, BK, FFTY, MUNI, VDC, RDDT, IONQ, HOOD.
Reduced shares in these 10 stocks: GLD (-$8.9M), IYR (-$7.6M), SPY (-$6.8M), EFA, VTI, AI, TLT, IXUS, BNDX, TIP.
Sold out of its positions in ARE, AIG, AM, Arista Networks, BIIB, BITF, Brookfield Renewable Corp, BRKR, CRWD, DAL.
Aspect Partners was a net seller of stock by $-179k.
Aspect Partners has $173M in assets under management (AUM), dropping by -2.81%.
Central Index Key (CIK): 0001985284

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Portfolio Holdings for Aspect Partners

Aspect Partners holds 601 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Aspect Partners has 601 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aspect Partners Dec. 31, 2024 positions
Download the Aspect Partners December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	16.3	$28M	-19%	48k	586.08	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	12.0	$21M	+33367%	194k	106.84	View chart
Vanguard Total Stock Market Etf Etf (VTI)	7.4	$13M	-4%	44k	289.81	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	4.4	$7.6M		152k	49.92	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.7	$6.5M	+6%	92k	70.28	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	3.7	$6.4M	+4%	495k	12.99	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	3.4	$5.9M		255k	23.24	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.9	$5.0M		44k	115.22	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	2.8	$4.8M		119k	40.67	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	2.5	$4.3M	+4%	124k	34.95	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	2.4	$4.1M	+2%	37k	110.28	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.3	$4.0M		50k	79.99	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.2	$3.8M	-10%	43k	87.33	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.0	$3.4M	-3%	35k	96.90	View chart
Ishares Gold Trust Etf (IAU)	1.8	$3.1M	-3%	62k	49.51	View chart
Spdr Gold Shares Etf (GLD)	1.6	$2.8M	-75%	12k	242.13	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.4	$2.4M	+6%	97k	25.21	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.4	$2.4M	+6%	44k	54.92	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.4	$2.4M	+2%	11k	220.96	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.3	$2.3M	-3%	92k	25.05	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.2	$2.2M	+675%	52k	41.82	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	1.1	$2.0M	-79%	21k	93.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.9	$1.6M	+6%	31k	52.22	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.9	$1.5M		12k	132.10	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.8	$1.4M		8.4k	164.37	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.7	$1.2M		18k	68.47	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.7	$1.2M		12k	99.55	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$1.1M	+14%	2.2k	511.29	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$916k		4.4k	206.92	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.5	$904k	+96%	16k	55.35	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.5	$783k	-2%	33k	23.93	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.4	$741k		6.8k	109.32	View chart
Amazon Stock (AMZN)	0.4	$663k		3.0k	219.39	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$579k	-29%	8.8k	66.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$560k	+2066%	1.0k	538.77	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$551k		8.6k	63.75	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.3	$533k		7.8k	67.96	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.3	$521k	-13%	13k	40.49	View chart
Apple Stock (AAPL)	0.3	$518k		2.1k	250.47	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$513k		1.1k	453.28	View chart
Core Scientific Stock (CORZ)	0.3	$501k		36k	14.05	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$501k	+200%	22k	23.18	View chart
Nvidia Corporation Stock (NVDA)	0.3	$456k	+10%	3.4k	134.30	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.3	$442k	+11%	9.9k	44.64	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$426k	NEW	4.8k	89.60	View chart
Microsoft Corp Stock (MSFT)	0.2	$402k		955.00	420.71	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$387k	+27%	3.6k	107.57	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$341k	+39%	4.7k	71.91	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.2	$335k		2.3k	143.09	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$331k		825.00	401.58	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$329k		702.00	469.29	View chart
Coca Cola Stock (KO)	0.2	$322k		5.2k	62.26	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.2	$318k	-5%	11k	28.11	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$302k		6.0k	50.47	View chart
Pnc Finl Svcs Group Stock (PNC)	0.2	$297k		1.5k	192.90	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$295k		1.2k	240.28	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$292k		5.8k	49.94	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$290k		1.2k	239.71	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.2	$287k	-10%	4.7k	60.75	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$271k	-39%	5.5k	49.05	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$260k	NEW	2.7k	97.92	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$252k	-86%	3.3k	75.61	View chart
Honeywell Intl Stock (HON)	0.1	$250k		1.1k	225.89	View chart
Verizon Communications Stock (VZ)	0.1	$242k	-2%	6.0k	39.99	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$240k		2.1k	115.11	View chart
Dominion Energy Stock (D)	0.1	$239k		4.4k	53.87	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$233k	NEW	6.1k	38.37	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$226k		702.00	322.16	View chart
C3 Ai Inc Cl A Stock (AI)	0.1	$226k	-70%	6.6k	34.43	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$222k		3.8k	58.93	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$194k		2.3k	84.49	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$182k	-32%	5.4k	33.91	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$170k		2.5k	68.16	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$168k		4.4k	37.98	View chart
Unitedhealth Group Stock (UNH)	0.1	$167k	+3%	331.00	505.86	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$165k		3.4k	48.92	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$162k	NEW	3.2k	50.13	View chart
Vse Corp Stock (VSEC)	0.1	$160k		1.7k	95.10	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$158k		304.00	520.23	View chart
Amgen Stock (AMGN)	0.1	$151k		578.00	260.64	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$149k		1.6k	93.33	View chart
Chevron Corp Stock (CVX)	0.1	$147k		1.0k	144.84	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$146k		5.4k	27.02	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$144k		3.1k	46.88	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$139k	NEW	3.1k	44.87	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$127k	-2%	669.00	190.28	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$125k	+32%	214.00	585.51	View chart
Broadcom Stock (AVGO)	0.1	$120k	+3%	515.00	232.83	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$116k		273.00	426.05	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.1	$115k		4.9k	23.27	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$114k		600.00	190.40	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$111k		1.7k	65.08	View chart
International Business Machs Stock (IBM)	0.1	$111k	-9%	504.00	219.83	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.1	$103k	NEW	1.3k	80.98	View chart
Netflix Stock (NFLX)	0.1	$103k	+49%	115.00	891.33	View chart
Tesla Stock (TSLA)	0.1	$101k	+3%	250.00	403.84	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$99k		2.6k	37.53	View chart
Home Depot Stock (HD)	0.1	$98k		251.00	388.99	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$97k		1.1k	89.06	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.1	$96k	-11%	2.2k	42.78	View chart
Alliant Energy Corp Stock (LNT)	0.1	$95k		1.6k	59.14	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$95k		373.00	253.69	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$92k		2.2k	40.92	View chart
National Bankshares Inc Va Stock (NKSH)	0.1	$89k		3.1k	28.71	View chart
Mcdonalds Corp Stock (MCD)	0.1	$88k	-3%	302.00	289.89	View chart
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM)	0.0	$84k	+157%	1.3k	64.14	View chart
Johnson & Johnson Stock (JNJ)	0.0	$83k		574.00	144.62	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$82k	+262%	1.1k	75.62	View chart
Visa Inc Com Cl A Stock (V)	0.0	$75k		233.00	320.36	View chart
Pepsico Stock (PEP)	0.0	$74k		489.00	152.06	View chart
Eli Lilly & Co Stock (LLY)	0.0	$73k	-4%	95.00	772.00	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$73k		720.00	101.53	View chart
Merck & Co Stock (MRK)	0.0	$72k	-5%	725.00	99.48	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$71k	+200%	3.0k	23.68	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$70k		700.00	100.34	View chart
Goldman Sachs Group Stock (GS)	0.0	$70k	+71%	122.00	572.61	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$69k		6.8k	10.12	View chart
Edison Intl Stock (EIX)	0.0	$68k		851.00	79.84	View chart
Walmart Stock (WMT)	0.0	$64k	+6%	706.00	90.36	View chart
Proshares Msci Europe Dividend Growers Etf Etf (EUDV)	0.0	$63k		1.3k	46.61	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$62k	+502%	2.4k	25.86	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$59k	NEW	279.00	211.38	View chart
Palo Alto Networks Stock (PANW)	0.0	$57k	+100%	312.00	181.96	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$56k	NEW	555.00	100.12	View chart
Intel Corp Stock (INTC)	0.0	$55k	+13%	2.8k	20.05	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$54k	NEW	660.00	81.64	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$54k		1.7k	31.31	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$54k	+12%	271.00	197.72	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$53k		911.00	57.89	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$53k		510.00	103.36	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$52k	-3%	650.00	79.62	View chart
Bank America Corp Stock (BAC)	0.0	$51k		1.2k	43.95	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.0	$48k	NEW	951.00	50.59	View chart
Cisco Sys Stock (CSCO)	0.0	$48k	-11%	803.00	59.17	View chart
Abbvie Stock (ABBV)	0.0	$45k	-11%	255.00	177.70	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$44k		83.00	526.57	View chart
Linde Stock (LIN)	0.0	$43k		103.00	418.67	View chart
Boeing Stock (BA)	0.0	$43k	+15%	242.00	177.00	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$43k	-6%	481.00	88.79	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$42k		1.2k	34.36	View chart
Costco Whsl Corp Stock (COST)	0.0	$41k	-10%	45.00	916.27	View chart
Advanced Micro Devices Stock (AMD)	0.0	$41k	-7%	341.00	120.79	View chart
Ge Aerospace Stock (GE)	0.0	$40k	+24%	242.00	166.80	View chart
Salesforce Stock (CRM)	0.0	$40k	+14%	120.00	334.33	View chart
Starbucks Corp Stock (SBUX)	0.0	$40k	-4%	436.00	91.25	View chart
Procter And Gamble Stock (PG)	0.0	$39k	-8%	235.00	167.65	View chart
Targa Res Corp Stock (TRGP)	0.0	$39k	+144%	220.00	178.50	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$38k	+131%	1.4k	26.57	View chart
Proshares Short Russell2000 Etf (RWM)	0.0	$37k	NEW	2.0k	18.74	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$37k		457.00	80.71	View chart
S&p Global Stock (SPGI)	0.0	$37k		74.00	498.04	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$36k		1.1k	33.21	View chart
Lowes Cos Stock (LOW)	0.0	$36k		144.00	246.83	View chart
Vanguard Value Etf Etf (VTV)	0.0	$35k		207.00	169.30	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$35k	NEW	600.00	58.35	View chart
Automatic Data Processing Stock (ADP)	0.0	$35k		119.00	292.74	View chart
Tjx Cos Stock (TJX)	0.0	$33k		276.00	120.81	View chart
Oracle Corp Stock (ORCL)	0.0	$33k	-14%	200.00	166.60	View chart
Royal Caribbean Group Stock (RCL)	0.0	$32k		140.00	230.70	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$32k	+152%	756.00	41.89	View chart
Terawulf Stock (WULF)	0.0	$31k		5.5k	5.66	View chart
Progressive Corp Stock (PGR)	0.0	$31k		129.00	239.61	View chart
Inventrust Pptys Corp Reit (IVT)	0.0	$31k		1.0k	30.13	View chart
Technipfmc Stock (FTI)	0.0	$30k		1.1k	28.94	View chart
Fmc Corp Stock (FMC)	0.0	$30k		612.00	48.61	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$29k	+151%	519.00	55.66	View chart
Texas Instrs Stock (TXN)	0.0	$29k	-3%	153.00	187.50	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$29k	+94%	1.5k	18.50	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$29k		362.00	78.65	View chart
Philip Morris Intl Stock (PM)	0.0	$28k		235.00	120.35	View chart
United States Stl Corp Stock (X)	0.0	$28k		829.00	33.99	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.0	$28k	NEW	97.00	289.62	View chart
Ishares Inc Frontier And Sel Etf (FM)	0.0	$27k		994.00	27.14	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$27k		250.00	107.68	View chart
Caterpillar Stock (CAT)	0.0	$27k	+12%	74.00	362.75	View chart
Illinois Tool Wks Stock (ITW)	0.0	$26k		102.00	253.57	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$26k	NEW	1.1k	24.06	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$25k	NEW	136.00	184.51	View chart
Nextera Energy Stock (NEE)	0.0	$25k		344.00	71.68	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$25k		70.00	351.79	View chart
Archer Daniels Midland Stock (ADM)	0.0	$24k		480.00	50.52	View chart
Mckesson Corp Stock (MCK)	0.0	$23k		41.00	569.90	View chart
Alpha Architect International Quantitative Momentum Etf Etf (IMOM)	0.0	$23k	+268%	847.00	26.54	View chart
Sherwin Williams Stock (SHW)	0.0	$22k	-8%	66.00	339.94	View chart
Alpha Architect International Quantitative Value Etf Etf (IVAL)	0.0	$22k	+262%	934.00	24.01	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$22k		164.00	136.54	View chart
Morgan Stanley Stock (MS)	0.0	$22k		177.00	125.72	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$22k	+28%	1.0k	21.90	View chart
Adobe Stock (ADBE)	0.0	$22k	-10%	49.00	444.67	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$22k	+151%	325.00	66.69	View chart
Fiserv Stock (FI)	0.0	$22k		105.00	205.42	View chart
Blackrock Stock (BLK)	0.0	$22k	-4%	21.00	1025.10	View chart
General Dynamics Corp Stock (GD)	0.0	$21k		81.00	263.49	View chart
Marathon Pete Corp Stock (MPC)	0.0	$21k		151.00	139.50	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$21k		1.0k	20.65	View chart
Pfizer Stock (PFE)	0.0	$21k	+6%	777.00	26.53	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$21k	+100%	692.00	29.70	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$21k	-54%	222.00	92.45	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$20k		1.0k	19.43	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$20k		1.0k	19.48	View chart
Roper Technologies Stock (ROP)	0.0	$20k	-5%	38.00	519.87	View chart
Consolidated Edison Stock (ED)	0.0	$20k	-2%	220.00	89.29	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	20.13	View chart
Micron Technology Stock (MU)	0.0	$20k	-41%	231.00	84.33	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.0	$19k		728.00	26.62	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$19k		1.1k	18.34	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.0	$19k		760.00	25.46	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$19k	+130%	732.00	26.19	View chart
Aflac Stock (AFL)	0.0	$18k		177.00	103.43	View chart
Intuit Stock (INTU)	0.0	$18k	-12%	29.00	628.52	View chart
Arista Networks Stock (ANET)	0.0	$18k	NEW	161.00	110.53	View chart
Ge Vernova Stock (GEV)	0.0	$18k		54.00	328.93	View chart
Williams Cos Stock (WMB)	0.0	$18k		327.00	54.12	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$18k		93.00	188.97	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$18k		420.00	41.61	View chart
Realty Income Corp Reit (O)	0.0	$18k		327.00	53.41	View chart
Yum Brands Stock (YUM)	0.0	$17k		130.00	134.14	View chart
Global X Uranium Etf Etf (URA)	0.0	$17k	NEW	650.00	26.78	View chart
Lam Research Corp Stock (LRCX)	0.0	$17k	+900%	240.00	72.23	View chart
Dyne Therapeutics Stock (DYN)	0.0	$17k		725.00	23.56	View chart
Gartner Stock (IT)	0.0	$17k		35.00	484.46	View chart
Eaton Corp Stock (ETN)	0.0	$17k		51.00	331.86	View chart
Danaher Corporation Stock (DHR)	0.0	$17k		73.00	229.55	View chart
American Tower Corp Reit (AMT)	0.0	$17k	-2%	91.00	183.41	View chart
Cintas Corp Stock (CTAS)	0.0	$17k	+8%	91.00	182.67	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$16k		23.00	712.33	View chart
Truist Finl Corp Stock (TFC)	0.0	$16k		375.00	43.38	View chart
Intercontinental Exchange Stock (ICE)	0.0	$16k		109.00	149.01	View chart
Union Pac Corp Stock (UNP)	0.0	$16k	-4%	71.00	228.04	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$16k	-2%	45.00	359.16	View chart
Rtx Corporation Stock (RTX)	0.0	$16k		137.00	115.72	View chart
Qualcomm Stock (QCOM)	0.0	$16k		103.00	153.62	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$16k	+154%	466.00	33.77	View chart
Trane Technologies Stock (TT)	0.0	$16k		42.00	369.36	View chart
Emerson Elec Stock (EMR)	0.0	$16k		125.00	123.93	View chart
Pentair Stock (PNR)	0.0	$15k	-9%	152.00	100.75	View chart
Price T Rowe Group Stock (TROW)	0.0	$15k		135.00	113.08	View chart
Abbott Labs Stock (ABT)	0.0	$15k		132.00	113.11	View chart
Marvell Technology Stock (MRVL)	0.0	$15k	+350%	135.00	110.45	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$15k	NEW	286.00	51.73	View chart
Gilead Sciences Stock (GILD)	0.0	$15k	+8%	159.00	92.37	View chart
Allstate Corp Stock (ALL)	0.0	$15k		75.00	192.79	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$14k	-2%	68.00	212.41	View chart
Jbt Marel Corporation Stock (JBTM)	0.0	$14k		113.00	127.10	View chart
Motorola Solutions Stock (MSI)	0.0	$14k	-31%	31.00	462.23	View chart
Cardinal Health Stock (CAH)	0.0	$14k	-5%	119.00	118.29	View chart
Grainger W W Stock (GWW)	0.0	$14k		13.00	1054.08	View chart
Ready Capital Corp Reit (RC)	0.0	$14k		2.0k	6.82	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$14k		28.00	485.93	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$14k		94.00	143.70	View chart

Past Filings by Aspect Partners

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

Aspect Partners 2024 Q4 filed Feb. 3, 2025
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

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