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, EFA, SCZ, IAGG, and represent 44.69% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$12M), EFA (+$10M), SCZ (+$9.9M), RSSB, DSMC, VTI, FYLD, VGLT, DSTL, QQQ.
Started 32 new stock positions in CRWD, LH, KVUE, SOLV, TRGP, CART, IEF, GEV, AVLV, IMOM.
Reduced shares in these 10 stocks: TLT, GDX, IAGG, BOXX, AGG, HYG, RING, EDV, IYR, TMO.
Sold out of its positions in BBAI, BMY, CPRT, CORZW, EW, JBHT, Laboratory Corp. of America Holdings, NDAQ, Pioneer Natural Resources, POOL. DDM, STLD, EDV, VEA, VOX, SPCE, WST.
Aspect Partners was a net buyer of stock by $41M.
Aspect Partners has $168M in assets under management (AUM), dropping by 32.56%.
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 569 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Aspect Partners has 569 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	19.8	$33M	+58%	61k	544.22	View chart
Vanguard Total Stock Market Etf Etf (VTI)	7.5	$13M	+17%	47k	267.51	View chart
Ishares Msci Eafe Etf Etf (EFA)	7.2	$12M	+498%	155k	78.33	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	6.4	$11M	+1184%	175k	61.64	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	3.8	$6.3M	-9%	127k	49.92	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	3.4	$5.7M	+6%	403k	14.05	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.9	$4.9M		67k	72.64	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	2.8	$4.7M	+3%	122k	38.41	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.8	$4.6M	+8%	43k	106.66	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.4	$4.0M	+6%	50k	81.28	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.3	$3.9M	-8%	41k	97.07	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	2.3	$3.8M	-13%	35k	107.81	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.1	$3.5M	-25%	38k	91.78	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	1.9	$3.2M	+207%	91k	34.72	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	1.7	$2.8M	+815%	123k	22.69	View chart
Ishares Gold Trust Etf (IAU)	1.4	$2.4M		55k	43.93	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.3	$2.2M	+4%	11k	202.89	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.3	$2.2M	+245%	83k	26.42	View chart
Spdr Gold Shares Etf (GLD)	1.3	$2.1M		9.8k	215.01	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.2	$2.0M	+38%	40k	51.39	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$1.9M		36k	53.53	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.0	$1.6M	+2%	73k	22.22	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.9	$1.5M	+20%	36k	42.59	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.9	$1.5M		12k	127.18	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.8	$1.3M	+4%	8.6k	150.20	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$1.3M	+9%	19k	68.28	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.7	$1.2M	+8%	13k	96.13	View chart
Spdr Portfolio Tips Etf Etf (SPIP)	0.6	$992k		39k	25.42	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	0.6	$983k	+4%	51k	19.14	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.6	$963k	-16%	35k	27.61	View chart
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP)	0.6	$951k	+11%	25k	38.51	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$863k		4.4k	194.89	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$858k	+143%	1.8k	479.18	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.5	$850k	+814%	15k	57.68	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.5	$799k	+13%	12k	67.56	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.5	$785k	-4%	33k	23.91	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$728k	-57%	21k	33.93	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.4	$677k		6.8k	99.81	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ)	0.4	$653k	+14%	12k	54.07	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.4	$647k	-15%	7.4k	87.74	View chart
Amazon Stock (AMZN)	0.3	$580k		3.0k	193.25	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.3	$532k		7.9k	67.40	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.3	$482k	+6%	9.9k	48.67	View chart
C3 Ai Inc Cl A Stock (AI)	0.3	$469k	+1010%	16k	28.96	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$463k		7.2k	64.25	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$461k		1.1k	406.80	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.3	$439k		9.0k	48.77	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB)	0.3	$437k	-2%	17k	25.44	View chart
Microsoft Corp Stock (MSFT)	0.3	$425k		949.00	447.28	View chart
Apple Stock (AAPL)	0.3	$423k		2.0k	210.51	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.2	$382k		8.9k	42.87	View chart
Nvidia Corporation Stock (NVDA)	0.2	$376k	+851%	3.0k	123.55	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$353k		4.9k	72.05	View chart
Coca Cola Stock (KO)	0.2	$329k		5.2k	63.65	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$326k		2.8k	115.12	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$325k	-42%	4.2k	77.14	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.2	$310k		2.3k	132.31	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$306k		702.00	435.95	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$301k		825.00	364.51	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.2	$290k		15k	19.89	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$273k		5.8k	46.78	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$267k		1.2k	218.04	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$251k	-4%	1.2k	202.26	View chart
Verizon Communications Stock (VZ)	0.1	$246k		6.0k	41.23	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$239k		1.5k	155.50	View chart
Core Scientific Inc New Wt Exp 012329 Stock (CORZZ)	0.1	$238k	+56%	27k	8.69	View chart
Honeywell Intl Stock (HON)	0.1	$236k		1.1k	213.54	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$223k		3.7k	60.30	View chart
Dominion Energy Stock (D)	0.1	$218k	+212%	4.4k	49.00	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$216k		2.1k	103.92	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$209k		702.00	297.54	View chart
Ishares Frontier And Select Em Etf Etf (FM)	0.1	$201k	-5%	7.3k	27.46	View chart
Ishares Silver Trust Etf (SLV)	0.1	$197k	-9%	7.4k	26.57	View chart
Amgen Stock (AMGN)	0.1	$181k		579.00	312.46	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$173k		3.4k	51.44	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$169k		2.3k	73.70	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$168k	-33%	304.00	553.00	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$164k		4.4k	37.05	View chart
Unitedhealth Group Stock (UNH)	0.1	$163k		319.00	509.26	View chart
Chevron Corp Stock (CVX)	0.1	$157k		1.0k	156.43	View chart
Vse Corp Stock (VSEC)	0.1	$150k		1.7k	88.28	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$149k		2.5k	59.94	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$145k		1.4k	106.78	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$137k	-18%	5.4k	25.34	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$134k		1.6k	83.67	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$120k		656.00	182.16	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.1	$112k	-12%	2.6k	43.24	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$112k	+3%	611.00	183.40	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$106k		271.00	391.66	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$105k		2.7k	39.16	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$99k		373.00	266.00	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$90k	-17%	1.1k	83.75	View chart
Eli Lilly & Co Stock (LLY)	0.1	$90k		99.00	905.38	View chart
Merck & Co Stock (MRK)	0.1	$88k		714.00	123.80	View chart
National Bankshares Inc Va Stock (NKSH)	0.1	$88k		3.1k	28.28	View chart
Home Depot Stock (HD)	0.1	$87k		252.00	344.24	View chart
International Business Machs Stock (IBM)	0.1	$86k	+7%	498.00	172.96	View chart
Johnson & Johnson Stock (JNJ)	0.0	$84k		574.00	146.16	View chart
Alliant Energy Corp Stock (LNT)	0.0	$82k		1.6k	50.89	View chart
Pepsico Stock (PEP)	0.0	$82k		497.00	164.93	View chart
Broadcom Stock (AVGO)	0.0	$81k		50.00	1625.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$79k		156.00	504.23	View chart
Core Scientific Stock (CORZ)	0.0	$77k		8.3k	9.30	View chart
Mcdonalds Corp Stock (MCD)	0.0	$77k		302.00	254.84	View chart
Intel Corp Stock (INTC)	0.0	$77k	+3%	2.5k	30.97	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$71k	-3%	700.00	100.65	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$70k		3.4k	20.45	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$67k		1.0k	66.98	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$67k		720.00	92.54	View chart
Proshares Msci Europe Dividend Growers Etf Etf (EUDV)	0.0	$64k		1.3k	47.69	View chart
Visa Inc Com Cl A Stock (V)	0.0	$62k		233.00	265.56	View chart
Edison Intl Stock (EIX)	0.0	$61k		851.00	71.80	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$59k		1.7k	34.41	View chart
Advanced Micro Devices Stock (AMD)	0.0	$59k	+9%	362.00	162.21	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$57k		910.00	62.81	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.0	$54k		771.00	69.36	View chart
Palo Alto Networks Stock (PANW)	0.0	$53k		156.00	339.01	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$51k		509.00	101.02	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$51k		604.00	83.96	View chart
Abbvie Stock (ABBV)	0.0	$49k		287.00	171.52	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$49k	NEW	522.00	93.65	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.0	$49k		2.3k	21.06	View chart
Bank America Corp Stock (BAC)	0.0	$46k		1.2k	39.77	View chart
Linde Stock (LIN)	0.0	$46k		105.00	438.79	View chart
Netflix Stock (NFLX)	0.0	$45k		67.00	674.90	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$45k	+4%	677.00	66.77	View chart
Walmart Stock (WMT)	0.0	$45k		663.00	67.71	View chart
Micron Technology Stock (MU)	0.0	$43k	+39%	330.00	131.58	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$43k		880.00	48.54	View chart
Procter And Gamble Stock (PG)	0.0	$42k	+8%	257.00	164.90	View chart
Direxion Daily Global Clean Energy Bull 2x Shares Etf Etf (KLNE)	0.0	$41k		6.8k	6.08	View chart
Tesla Stock (TSLA)	0.0	$41k	+121%	208.00	197.88	View chart
Costco Whsl Corp Stock (COST)	0.0	$40k		47.00	850.00	View chart
Cisco Sys Stock (CSCO)	0.0	$39k		829.00	47.49	View chart
Boeing Stock (BA)	0.0	$38k		210.00	182.00	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$38k		1.1k	35.03	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$37k		1.2k	31.16	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$37k		83.00	441.16	View chart
Starbucks Corp Stock (SBUX)	0.0	$35k		454.00	77.85	View chart
Qualcomm Stock (QCOM)	0.0	$35k	+71%	177.00	199.18	View chart
Fmc Corp Stock (FMC)	0.0	$35k		612.00	57.55	View chart
S&p Global Stock (SPGI)	0.0	$34k		77.00	446.00	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$34k	+34%	197.00	173.91	View chart
Vanguard Value Etf Etf (VTV)	0.0	$33k		207.00	160.41	View chart
Oracle Corp Stock (ORCL)	0.0	$33k		235.00	141.20	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$33k	-37%	448.00	73.68	View chart
Lowes Cos Stock (LOW)	0.0	$32k		144.00	218.50	View chart
United States Stl Corp Stock (X)	0.0	$31k		829.00	37.80	View chart
Ge Aerospace Stock (GE)	0.0	$31k		196.00	158.97	View chart
Texas Instrs Stock (TXN)	0.0	$31k		159.00	194.53	View chart
Adobe Stock (ADBE)	0.0	$31k		55.00	555.55	View chart
Tjx Cos Stock (TJX)	0.0	$30k		276.00	110.10	View chart
Alpha Architect U.s. Quantitative Momentum Etf Etf (QMOM)	0.0	$29k		505.00	58.26	View chart
Automatic Data Processing Stock (ADP)	0.0	$29k		122.00	238.69	View chart
Archer Daniels Midland Stock (ADM)	0.0	$29k		480.00	60.45	View chart
Salesforce Stock (CRM)	0.0	$28k		109.00	257.13	View chart
Technipfmc Stock (FTI)	0.0	$28k		1.1k	26.15	View chart
Marathon Pete Corp Stock (MPC)	0.0	$26k		151.00	173.48	View chart
Dyne Therapeutics Stock (DYN)	0.0	$26k		725.00	35.29	View chart
Lam Research Corp Stock (LRCX)	0.0	$26k	+9%	24.00	1064.82	View chart
Inventrust Pptys Corp Reit (IVT)	0.0	$25k		1.0k	24.76	View chart
Progressive Corp Stock (PGR)	0.0	$25k		121.00	207.71	View chart
Caterpillar Stock (CAT)	0.0	$25k	-11%	75.00	333.11	View chart
General Dynamics Corp Stock (GD)	0.0	$25k		85.00	290.14	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$25k		163.00	150.10	View chart
Nextera Energy Stock (NEE)	0.0	$24k		343.00	71.07	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$24k		23.00	1051.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$24k		48.00	500.12	View chart
Goldman Sachs Group Stock (GS)	0.0	$24k	+29%	53.00	452.33	View chart
Mckesson Corp Stock (MCK)	0.0	$24k		41.00	584.05	View chart
Sherwin Williams Stock (SHW)	0.0	$24k		80.00	298.43	View chart
Philip Morris Intl Stock (PM)	0.0	$24k		235.00	101.33	View chart
Illinois Tool Wks Stock (ITW)	0.0	$24k		100.00	236.96	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$23k		93.00	246.33	View chart
Roper Technologies Stock (ROP)	0.0	$22k		39.00	563.65	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$22k		569.00	38.42	View chart
Intuit Stock (INTU)	0.0	$22k		33.00	657.21	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.0	$21k	+140%	257.00	82.60	View chart
Royal Caribbean Group Stock (RCL)	0.0	$21k	+10%	133.00	159.46	View chart
Consolidated Edison Stock (ED)	0.0	$21k		234.00	89.38	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$21k		250.00	82.83	View chart
Pfizer Stock (PFE)	0.0	$21k	+7%	731.00	27.98	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$20k		67.00	303.40	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$20k		1.0k	19.17	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$20k		1.0k	19.22	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	19.95	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.0	$19k		744.00	26.04	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.0	$19k		728.00	26.48	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.0	$19k		760.00	25.32	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$19k		1.1k	18.16	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$19k		346.00	54.92	View chart
Cintas Corp Stock (CTAS)	0.0	$19k		27.00	700.20	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$19k		398.00	47.45	View chart
Danaher Corporation Stock (DHR)	0.0	$19k		74.00	249.85	View chart
Aflac Stock (AFL)	0.0	$18k		205.00	89.32	View chart
Arista Networks Stock (ANET)	0.0	$18k	+23%	52.00	350.50	View chart
Realty Income Corp Reit (O)	0.0	$18k	+18%	339.00	52.82	View chart
Boston Scientific Corp Stock (BSX)	0.0	$18k	+30%	232.00	77.02	View chart
American Tower Corp Reit (AMT)	0.0	$18k		91.00	194.38	View chart
Eaton Corp Stock (ETN)	0.0	$18k	+5%	56.00	313.55	View chart
Motorola Solutions Stock (MSI)	0.0	$17k		45.00	386.04	View chart
Blackrock Stock (BLK)	0.0	$17k		22.00	787.32	View chart
Yum Brands Stock (YUM)	0.0	$17k		130.00	132.43	View chart
Morgan Stanley Stock (MS)	0.0	$17k		177.00	97.19	View chart
Emerson Elec Stock (EMR)	0.0	$17k	+12%	153.00	110.15	View chart
Elevance Health Stock (ELV)	0.0	$17k		31.00	541.87	View chart
Ready Capital Corp Reit (RC)	0.0	$16k		2.0k	8.18	View chart
Union Pac Corp Stock (UNP)	0.0	$16k	-2%	71.00	226.25	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$16k	+18%	764.00	21.02	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$16k		420.00	38.14	View chart
Gartner Stock (IT)	0.0	$16k		35.00	449.06	View chart
Agios Pharmaceuticals Stock (AGIO)	0.0	$16k		361.00	43.12	View chart
Pentair Stock (PNR)	0.0	$16k		202.00	76.65	View chart
Price T Rowe Group Stock (TROW)	0.0	$15k		131.00	115.31	View chart
Essex Ppty Tr Reit (ESS)	0.0	$15k		55.00	272.20	View chart
Intercontinental Exchange Stock (ICE)	0.0	$15k		109.00	136.89	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$15k	+7%	70.00	210.71	View chart
Bitfarms Stock (BITF)	0.0	$15k		5.7k	2.57	View chart
Truist Finl Corp Stock (TFC)	0.0	$15k		375.00	38.85	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$15k		538.00	26.91	View chart
Aes Corp Stock (AES)	0.0	$14k		820.00	17.57	View chart
Halliburton Stock (HAL)	0.0	$14k		420.00	33.78	View chart
Ishares Msci Usa Small-cap Min Vol Factor Etf Etf (SMMV)	0.0	$14k		379.00	37.30	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$14k	+13%	113.00	124.77	View chart
Williams Cos Stock (WMB)	0.0	$14k		329.00	42.50	View chart
Abbott Labs Stock (ABT)	0.0	$14k	+3%	134.00	103.91	View chart
Fiserv Stock (FI)	0.0	$14k		93.00	149.04	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$14k		117.00	118.10	View chart
Trane Technologies Stock (TT)	0.0	$14k		42.00	328.93	View chart
Rtx Corporation Stock (RTX)	0.0	$14k		137.00	100.39	View chart
Grainger W W Stock (GWW)	0.0	$14k	-6%	15.00	902.27	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$14k		46.00	293.59	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$13k		28.00	467.11	View chart
Genuine Parts Stock (GPC)	0.0	$13k		94.00	138.40	View chart
Smith A O Corp Stock (AOS)	0.0	$13k		157.00	81.78	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$13k		124.00	100.97	View chart
Amcor Plc Ord Stock (AMCR)	0.0	$13k		1.3k	9.78	View chart
Cardinal Health Stock (CAH)	0.0	$12k		126.00	98.29	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$12k	+146%	296.00	41.16	View chart
Formfactor Stock (FORM)	0.0	$12k	+100%	200.00	60.53	View chart
Allstate Corp Stock (ALL)	0.0	$12k		75.00	159.67	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$12k		58.00	204.97	View chart
Oreilly Automotive Stock (ORLY)	0.0	$12k		11.00	1056.09	View chart
Moodys Corp Stock (MCO)	0.0	$11k		27.00	420.93	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$11k		173.00	65.44	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$11k		104.00	108.53	View chart
Nucor Corp Stock (NUE)	0.0	$11k		71.00	158.08	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$11k	NEW	50.00	222.24	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$11k		214.00	51.87	View chart
Air Prods & Chems Stock (APD)	0.0	$11k		43.00	258.05	View chart

Past Filings by Aspect Partners

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

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