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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, VTI, SCZ, IEFA, BOXX, and represent 37.36% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: IWM (+$7.6M), VTI, Cambria Global EW ETF, IAGG, QQQ, BOXX, AGG, DSMC, FYLD, IJR.
Started 133 new stock positions in CDW, NVT, EPR, CHTR, VEEV, TTD, PCN, AA, PDI, CTSH.
Reduced shares in these 10 stocks: IEFA, TFLO, IEF, EFA, SPY, SCZ, NVDA, LLY, MSFT, VHT.
Sold out of its positions in OKLO, BMI, CAG, STZ, CW, DXCM, DPZ, DOW, ERJ, FRSH.
Aspect Partners was a net buyer of stock by $4.7M.
Aspect Partners has $220M in assets under management (AUM), dropping by 8.58%.
Central Index Key (CIK): 0001985284

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Portfolio Holdings for Aspect Partners

Aspect Partners holds 705 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Aspect Partners has 705 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aspect Partners Sept. 30, 2025 positions
Download the Aspect Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	9.3	$21M		31k	666.17	View chart
Vanguard Total Stock Market Etf Etf (VTI)	9.2	$20M	+15%	62k	328.17	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	8.1	$18M		232k	76.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	5.5	$12M	-21%	139k	87.31	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	5.3	$12M	+6%	102k	113.86	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	4.6	$10M	+8%	197k	51.23	View chart
Spdr Gold Shares Etf (GLD)	4.5	$10M		28k	355.47	View chart
Ishares Russell 2000 Etf Etf (IWM)	3.9	$8.5M	+820%	35k	241.96	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	3.4	$7.4M		264k	28.18	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	3.1	$6.8M	+3%	503k	13.43	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.8	$6.1M	+4%	52k	118.83	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	2.3	$5.2M	+2%	123k	42.13	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	2.3	$5.1M	+8%	142k	35.88	View chart
Ishares Gold Trust Etf (IAU)	2.3	$5.1M	+4%	70k	72.77	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.2	$4.9M	+12%	49k	100.25	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.1	$4.7M	+2%	53k	89.37	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.0	$4.5M	+5%	50k	89.57	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.6	$3.5M	+9%	113k	31.19	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.3	$3.0M	-2%	80k	36.81	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.3	$2.8M	+7%	48k	57.96	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$2.6M	+40%	4.4k	600.36	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.1	$2.5M	-3%	46k	53.40	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.0	$2.2M		33k	65.92	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.8	$1.8M	-63%	36k	50.59	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.7	$1.6M		12k	140.05	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.7	$1.6M	+2%	8.2k	191.60	View chart
Cambria Global Ew Etf Etf	0.7	$1.5M	NEW	31k	50.36	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.6	$1.4M	+5%	21k	68.66	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.6	$1.3M	+2%	13k	103.07	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$1.1M		4.4k	256.42	View chart
Nvidia Corporation Stock (NVDA)	0.4	$828k	-21%	4.4k	186.58	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$824k	-15%	1.1k	746.83	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$741k	-69%	7.9k	93.36	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.3	$732k		11k	64.71	View chart
Amazon Stock (AMZN)	0.3	$667k	-12%	3.0k	219.57	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$645k	+3%	1.3k	502.74	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.3	$625k	+19%	24k	25.90	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$624k	+9%	7.6k	82.58	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.3	$613k		7.7k	79.67	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.3	$604k		6.8k	89.13	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$594k	-5%	8.2k	72.44	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.3	$589k		13k	45.76	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$569k		22k	26.34	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.2	$549k		24k	22.97	View chart
Core Scientific Stock (CORZ)	0.2	$502k	-22%	28k	17.94	View chart
Apple Stock (AAPL)	0.2	$502k	-2%	2.0k	254.68	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$496k		4.8k	104.30	View chart
Microsoft Corp Stock (MSFT)	0.2	$489k	-26%	945.00	516.98	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$483k		21k	23.28	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$428k		702.00	609.32	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.2	$409k	+25%	7.2k	56.86	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$407k	-2%	3.6k	112.75	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$397k		1.3k	315.43	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$386k		825.00	468.41	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.2	$381k		2.3k	162.48	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.2	$377k		8.1k	46.65	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$376k		4.0k	95.14	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$357k	-11%	1.4k	254.37	View chart
Coca Cola Stock (KO)	0.2	$342k	-3%	5.2k	66.32	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$325k		5.8k	55.71	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$322k		1.6k	200.88	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$300k	+9%	6.1k	49.46	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$294k		2.7k	110.66	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$285k	-33%	3.7k	76.40	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$284k		6.1k	46.81	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$279k		2.1k	132.45	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$276k		3.8k	73.46	View chart
Dominion Energy Stock (D)	0.1	$273k		4.5k	61.17	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.1	$269k	-23%	2.8k	97.08	View chart
Verizon Communications Stock (VZ)	0.1	$267k	-13%	6.1k	43.95	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$257k		702.00	365.48	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$243k		3.3k	74.37	View chart
Honeywell Intl Stock (HON)	0.1	$232k	-4%	1.1k	210.51	View chart
Invesco Water Resources Etf Etf (PHO)	0.1	$216k		3.0k	72.11	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$201k		328.00	612.38	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$192k		3.4k	57.10	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.1	$192k		5.0k	38.50	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$191k		2.3k	83.45	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$191k	-11%	1.0k	182.41	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$189k		2.5k	75.75	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.1	$188k		10k	18.24	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$175k		4.4k	39.69	View chart
Broadcom Stock (AVGO)	0.1	$168k		504.00	333.20	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$168k		600.00	279.84	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$165k	-21%	675.00	244.12	View chart
Amgen Stock (AMGN)	0.1	$163k	-41%	577.00	282.19	View chart
Chevron Corp Stock (CVX)	0.1	$159k	-5%	1.0k	155.29	View chart
Vse Corp Stock (VSEC)	0.1	$152k	-11%	917.00	166.24	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$152k		1.6k	95.22	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$147k		302.00	485.02	View chart
International Business Machs Stock (IBM)	0.1	$144k	-11%	509.00	282.16	View chart
Spdr Bridgewater All Weather Etf Etf (ALLW)	0.1	$143k	NEW	5.1k	27.88	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$142k		582.00	243.55	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$134k		182.00	734.38	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.1	$130k		1.5k	86.80	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$128k		277.00	463.02	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$119k	-30%	906.00	131.21	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.1	$118k		4.9k	23.85	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$117k		4.2k	27.81	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$117k		1.7k	68.46	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.1	$115k		1.3k	90.02	View chart
Nrg Energy Stock (NRG)	0.1	$114k	+34%	705.00	161.97	View chart
Home Depot Stock (HD)	0.1	$114k		280.00	405.19	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.1	$113k		1.4k	81.09	View chart
Unitedhealth Group Stock (UNH)	0.0	$109k	+2%	315.00	345.31	View chart
Alliant Energy Corp Stock (LNT)	0.0	$109k		1.6k	67.40	View chart
Johnson & Johnson Stock (JNJ)	0.0	$106k	-34%	570.00	185.42	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$106k		1.8k	60.08	View chart
Visa Inc Com Cl A Stock (V)	0.0	$105k		307.00	342.50	View chart
Realty Income Corp Reit (O)	0.0	$104k	+2352%	1.7k	60.79	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$101k		1.1k	91.39	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.0	$101k		2.2k	45.18	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$100k		2.2k	44.69	View chart
Lowes Cos Stock (LOW)	0.0	$98k	-58%	389.00	251.32	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$97k	-61%	373.00	259.60	View chart
Netflix Stock (NFLX)	0.0	$95k		79.00	1198.91	View chart
National Bankshares Inc Va Stock (NKSH)	0.0	$91k		3.1k	29.44	View chart
Mcdonalds Corp Stock (MCD)	0.0	$90k	-11%	297.00	303.88	View chart
Tesla Stock (TSLA)	0.0	$89k	-7%	200.00	444.73	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$87k		720.00	120.72	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$81k	+22%	810.00	99.87	View chart
Intel Corp Stock (INTC)	0.0	$80k	+4%	2.4k	33.55	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$80k	+61%	4.6k	17.34	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$79k		3.0k	26.30	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$74k		250.00	296.29	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$74k	-10%	2.4k	31.42	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$74k	+2%	666.00	110.90	View chart
Bank America Corp Stock (BAC)	0.0	$73k	+15%	1.4k	51.59	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$72k		6.8k	10.65	View chart
Eli Lilly & Co Stock (LLY)	0.0	$72k	-72%	94.00	763.00	View chart
Cisco Sys Stock (CSCO)	0.0	$71k	+2%	1.0k	68.42	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	$71k		1.3k	52.58	View chart
Pepsico Stock (PEP)	0.0	$68k	-30%	484.00	140.44	View chart
Palo Alto Networks Stock (PANW)	0.0	$68k	+6%	333.00	203.62	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$67k		2.4k	27.90	View chart
Walmart Stock (WMT)	0.0	$65k	-22%	629.00	103.06	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$64k		912.00	70.29	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$64k		1.7k	37.20	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$64k	-40%	217.00	293.76	View chart
Terawulf Stock (WULF)	0.0	$63k		5.5k	11.42	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$63k	-3%	111.00	568.81	View chart
Advanced Micro Devices Stock (AMD)	0.0	$61k	+25%	374.00	161.79	View chart
Costco Whsl Corp Stock (COST)	0.0	$59k	+16%	64.00	925.65	View chart
Merck & Co Stock (MRK)	0.0	$59k	-13%	703.00	83.93	View chart
Abbvie Stock (ABBV)	0.0	$58k	-45%	249.00	231.54	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$57k	+13%	204.00	279.73	View chart
Oracle Corp Stock (ORCL)	0.0	$56k	-71%	200.00	281.25	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$56k		518.00	107.19	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$55k	+3%	258.00	214.59	View chart
Ge Aerospace Stock (GE)	0.0	$54k		180.00	300.82	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$54k	NEW	2.7k	19.80	View chart
Goldman Sachs Group Stock (GS)	0.0	$49k		61.00	796.35	View chart
Royal Caribbean Group Stock (RCL)	0.0	$46k		143.00	323.59	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$46k		1.1k	42.96	View chart
Boeing Stock (BA)	0.0	$45k		209.00	215.82	View chart
Edison Intl Stock (EIX)	0.0	$44k		800.00	55.28	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$42k	-65%	85.00	499.22	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Cef (PDO)	0.0	$42k	NEW	3.0k	14.12	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$42k		1.2k	33.67	View chart
Technipfmc Stock (FTI)	0.0	$42k		1.1k	39.45	View chart
Micron Technology Stock (MU)	0.0	$41k	+6%	246.00	167.59	View chart
Blackrock Stock (BLK)	0.0	$41k		35.00	1165.86	View chart
Tjx Cos Stock (TJX)	0.0	$41k	-23%	281.00	144.60	View chart
Progressive Corp Stock (PGR)	0.0	$40k		163.00	246.95	View chart
Texas Instrs Stock (TXN)	0.0	$40k	+3%	217.00	183.73	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$40k		465.00	85.30	View chart
Pimco Corporate & Incm Strg Cef (PCN)	0.0	$39k	NEW	2.9k	13.38	View chart
Nextera Energy Stock (NEE)	0.0	$39k		512.00	75.49	View chart
Vanguard Value Etf Etf (VTV)	0.0	$39k		207.00	186.49	View chart
Morgan Stanley Stock (MS)	0.0	$38k	-17%	240.00	158.96	View chart
Philip Morris Intl Stock (PM)	0.0	$38k		235.00	162.20	View chart
Oreilly Automotive Stock (ORLY)	0.0	$37k		345.00	107.81	View chart
Williams Cos Stock (WMB)	0.0	$37k		579.00	63.35	View chart
Starbucks Corp Stock (SBUX)	0.0	$37k		433.00	84.60	View chart
Linde Stock (LIN)	0.0	$36k		75.00	475.00	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$35k	NEW	681.00	51.93	View chart
Procter And Gamble Stock (PG)	0.0	$35k	-58%	230.00	153.65	View chart
Autozone Stock (AZO)	0.0	$34k		8.00	4290.00	View chart
Ge Vernova Stock (GEV)	0.0	$34k		55.00	614.91	View chart
Lam Research Corp Stock (LRCX)	0.0	$34k	+5%	252.00	133.90	View chart
Mckesson Corp Stock (MCK)	0.0	$33k	+4%	43.00	772.50	View chart
Flexshares International Quality Dividend Index Fund Etf (IQDF)	0.0	$32k		1.1k	28.53	View chart
T-mobile Us Stock (TMUS)	0.0	$31k	+5%	130.00	239.38	View chart
Global X Uranium Etf Etf (URA)	0.0	$31k		650.00	47.67	View chart
Truist Finl Corp Stock (TFC)	0.0	$29k		643.00	45.72	View chart
Pimco High Income Cef (PHK)	0.0	$29k	NEW	5.9k	4.99	View chart
Adobe Stock (ADBE)	0.0	$29k	+33%	83.00	352.74	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$29k		343.00	84.11	View chart
Marathon Pete Corp Stock (MPC)	0.0	$29k		149.00	192.74	View chart
Archer Daniels Midland Stock (ADM)	0.0	$29k		480.00	59.74	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$28k	NEW	201.00	136.85	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$27k	-45%	300.00	91.37	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.0	$27k	NEW	1.8k	14.98	View chart
Qualcomm Stock (QCOM)	0.0	$27k		161.00	166.36	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$27k		93.00	287.91	View chart
Salesforce Stock (CRM)	0.0	$27k	+3%	112.00	237.00	View chart
Sofi Technologies Stock (SOFI)	0.0	$25k	-20%	957.00	26.42	View chart
General Dynamics Corp Stock (GD)	0.0	$25k		74.00	341.00	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.0	$25k	NEW	1.7k	14.44	View chart
S&p Global Stock (SPGI)	0.0	$25k	+6%	51.00	486.67	View chart
Southern Stock (SO)	0.0	$25k		259.00	94.77	View chart
Union Pac Corp Stock (UNP)	0.0	$24k		102.00	236.38	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$24k		467.00	50.78	View chart
Moodys Corp Stock (MCO)	0.0	$23k	+6%	49.00	476.50	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$23k	+2%	1.1k	21.71	View chart
Cummins Stock (CMI)	0.0	$23k	+7%	55.00	422.36	View chart
Arista Networks Stock (ANET)	0.0	$23k	+8%	158.00	145.75	View chart
Automatic Data Processing Stock (ADP)	0.0	$23k	+6%	78.00	293.60	View chart
Rtx Corporation Stock (RTX)	0.0	$23k	+3%	136.00	167.33	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$23k	+8%	180.00	126.31	View chart
Air Prods & Chems Stock (APD)	0.0	$22k		81.00	272.71	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$22k	-98%	229.00	96.46	View chart
Niocorp Devs Stock (NB)	0.0	$22k	NEW	3.3k	6.68	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$22k		692.00	31.16	View chart
American Elec Pwr Stock (AEP)	0.0	$22k		191.00	112.50	View chart
Pfizer Stock (PFE)	0.0	$21k	-54%	827.00	25.48	View chart
Uber Technologies Stock (UBER)	0.0	$21k	+55%	215.00	97.97	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$21k		1.0k	20.69	View chart
Fmc Corp Stock (FMC)	0.0	$21k		612.00	33.63	View chart
Intuit Stock (INTU)	0.0	$21k	+3%	30.00	683.00	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	19.71	View chart
Eaton Corp Stock (ETN)	0.0	$20k		54.00	374.26	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	20.57	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$20k		1.1k	18.81	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$20k		248.00	79.93	View chart
Yum Brands Stock (YUM)	0.0	$20k	-60%	130.00	152.00	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$20k		254.00	77.65	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$19k		340.00	57.10	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$19k		420.00	45.42	View chart
Abbott Labs Stock (ABT)	0.0	$18k	-74%	137.00	133.94	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$18k		369.00	49.45	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$18k	+10%	51.00	356.60	View chart
Caterpillar Stock (CAT)	0.0	$18k	-2%	38.00	477.16	View chart
Disney Walt Stock (DIS)	0.0	$18k	-4%	158.00	114.18	View chart
Gilead Sciences Stock (GILD)	0.0	$18k	-49%	162.00	111.00	View chart
Allstate Corp Stock (ALL)	0.0	$18k	+10%	83.00	214.62	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$18k		184.00	95.19	View chart
American Tower Corp Reit (AMT)	0.0	$18k	-2%	91.00	192.32	View chart
Intercontinental Exchange Stock (ICE)	0.0	$17k	-5%	103.00	168.48	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.0	$17k	NEW	412.00	41.55	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$17k	+4%	69.00	246.57	View chart
Occidental Pete Corp Stock (OXY)	0.0	$17k	+10%	360.00	47.25	View chart
Crown Castle Reit (CCI)	0.0	$16k		167.00	96.50	View chart
Trane Technologies Stock (TT)	0.0	$16k	+11%	38.00	422.00	View chart
Wells Fargo Stock (WFC)	0.0	$16k	+40%	190.00	83.82	View chart
Jbt Marel Corporation Stock (JBTM)	0.0	$16k		113.00	140.45	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$16k	-26%	22.00	718.55	View chart
Cme Group Stock (CME)	0.0	$16k		58.00	270.00	View chart

Past Filings by Aspect Partners

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

Aspect Partners 2025 Q3 filed Nov. 6, 2025
Aspect Partners 2025 Q2 filed Aug. 6, 2025
Aspect Partners 2025 Q1 filed April 24, 2025
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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