Aspect Partners, LLC Reduced Holdings in Q2 2025

Aspect Partners, LLC

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-18.3K
- 36.82%
$496.48 - $617.85 $9.06M - $11.3M
31.3K $19.4B
IYR
Ishares Tr

ETFs
-75.2K
- 95.41%
$84.48 - $96.25 $6.35M - $7.24M
3.62K $343M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-68.7K
- 72.36%
$72.96 - $90.39 $5.02M - $6.21M
26.3K $2.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.29K
- 87.46%
$456.74 - $568.03 $1.04M - $1.3M
328 $186M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-26.2K
- 5.12%
$12.21 - $13.9 $320K - $364K
486K $6.34B
GLD
Spdr Gold Trust

ETFs
-3.73K
- 11.56%
$273.71 - $316.29 $1.02M - $1.18M
28.5K $8.69B
VGLT
Vanguard Long Term Treasury Et

ETFs
-8.47K
- 59.59%
$53.66 - $58.71 $455K - $497K
5.75K $322M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.74K
- 60.93%
$54.27 - $63.01 $149K - $173K
1.76K $110M
SGOL
Abrdn Gold ETF Trust

ETFs
-9.74K
- 10.59%
$28.39 - $32.75 $276K - $319K
82.2K $2.59B
AI
C3.Ai, Inc.

Technology
-4.65K
- 62.02%
$18.24 - $27.8 $84.9K - $129K
2.85K $70M
IXUS
Ishares Tr

ETFs
-1.17K
- 14.42%
$62.37 - $77.63 $72.8K - $90.7K
6.93K $536M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.33%
$390.26 - $489.06 $390 - $489
302 $122M
IVT
Inven Trust Properties Corp.

Real Estate
-688
- 67.58%
$25.97 - $29.73 $17.9K - $20.5K
330 $9.04M
CAH
Cardinal Health Inc

Healthcare
-112
- 94.12%
$125.0 - $168.0 $14K - $18.8K
7 $1.18M
ED
Consolidated Edison Inc

Utilities
-124
- 56.36%
$98.05 - $113.3 $12.2K - $14K
96 $9.63M
ROP
Roper Technologies Inc

Industrials
-23
- 60.53%
$519.19 - $590.78 $11.9K - $13.6K
15 $8.5M
ADP
Automatic Data Processing Inc

Industrials
-46
- 38.66%
$276.76 - $326.81 $12.7K - $15K
73 $22.5M
AFL
Aflac Inc

Financial Services
-117
- 67.24%
$99.77 - $112.45 $11.7K - $13.2K
57 $6.01M
CTAS
Cintas Corp

Industrials
-64
- 84.21%
$190.11 - $227.66 $12.2K - $14.6K
12 $2.67M
PNR
Pentair PLC

Industrials
-148
- 97.37%
$76.17 - $103.58 $11.3K - $15.3K
4 $411K
ITW
Illinois Tool Works Inc

Industrials
-51
- 50.0%
$218.41 - $252.43 $11.1K - $12.9K
51 $12.6M
SHW
Sherwin Williams CO

Basic Materials
-35
- 53.03%
$313.51 - $363.51 $11K - $12.7K
31 $10.6M
Linde PLC Shs
-27
- 26.47%
N/A
75 $35.2M
O
Realty Income Corp

Real Estate
-207
- 74.73%
$52.27 - $58.52 $10.8K - $12.1K
70 $4.03M
SPGI
S&P Global Inc.

Financial Services
-25
- 34.25%
$438.31 - $527.29 $11K - $13.2K
48 $25.3M
TROW
Price T Rowe Group Inc

Financial Services
-122
- 90.37%
$80.27 - $98.06 $9.79K - $12K
13 $1.26M
NOC
Northrop Grumman Corp

Industrials
-5
- 0.71%
$456.3 - $540.39 $2.28K - $2.7K
702 $351M
HYG
Ishares Tr

ETFs
-144
- 41.5%
$75.75 - $80.65 $10.9K - $11.6K
203 $16.4M
AMCR
Amcor PLC

Consumer Cyclical
-1.13K
- 98.44%
$8.57 - $9.81 $9.71K - $11.1K
18 $165K
SOXX
Ishares Semiconductor ETF

ETFs
-57
- 93.44%
$154.86 - $239.07 $8.83K - $13.6K
4 $955K
INTC
Intel Corp

Technology
-400
- 14.88%
$18.13 - $22.69 $7.25K - $9.08K
2.29K $51.3M
AIQ
Global X Funds Global X Artifi

ETFs
-268
- 54.36%
$31.5 - $43.69 $8.44K - $11.7K
225 $9.83M
EIX
Edison International

Utilities
-31
- 3.73%
$48.32 - $59.92 $1.5K - $1.86K
800 $41.3M
TSCO
Tractor Supply CO

Consumer Cyclical
-135
- 93.1%
$47.86 - $55.77 $6.46K - $7.53K
10 $528K
FISV
Fiserv Inc

Technology
-11
- 10.0%
N/A
99 $17.1M
ASML
Asml Holding Nv

Technology
-11
- 78.57%
$595.37 - $815.24 $6.55K - $8.97K
3 $2.41M
CAT
Caterpillar Inc

Industrials
-26
- 40.0%
$273.94 - $388.21 $7.12K - $10.1K
39 $15.1M
AOS
Smith A O Corp

Industrials
-92
- 58.6%
$59.63 - $70.52 $5.49K - $6.49K
65 $4.28M
EXPD
Expeditors International Of Washington Inc

Industrials
-39
- 37.14%
$102.84 - $122.24 $4.01K - $4.77K
66 $7.54M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-450
- 45.0%
$27.82 - $46.45 $12.5K - $20.9K
550 $25.5M
CMCSA
Comcast Corp

Communication Services
-2
- 0.08%
$32.84 - $36.72 $65.7 - $73.4
2.63K $93.9M
CAG
Conagra Brands Inc.

Consumer Defensive
-103
- 58.86%
$20.4 - $26.78 $2.1K - $2.76K
72 $1.47M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 4.35%
$483.07 - $625.6 $483 - $626
22 $11.6M
AON
Aon PLC

Financial Services
-2
- 4.17%
$335.85 - $398.81 $672 - $798
46 $16.4M
GS
Goldman Sachs Group Inc

Financial Services
-23
- 27.06%
$462.22 - $707.75 $10.6K - $16.3K
62 $43.9M
CRM
Salesforce, Inc.

Technology
-11
- 9.24%
$236.26 - $291.15 $2.6K - $3.2K
108 $29.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2
- 1.92%
$90.21 - $112.66 $180 - $225
102 $9.3M
UPS
United Parcel Service Inc

Industrials
-18
- 40.0%
$91.92 - $110.2 $1.65K - $1.98K
27 $2.73M
DHR
Danaher Corp

Healthcare
-8
- 10.96%
$174.64 - $205.16 $1.4K - $1.64K
65 $12.8M
Activity Summary
Buys All Purchases 235 New Holdings 69 Increased Positions 166 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aspect Partners, LLC Portfolio

Follow Aspect Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspect Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspect Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email