Aspetuck Financial Management LLC Purchases in Q1 2025

Aspetuck Financial Management LLC

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
105K
New
$106.98 - $149.43 $11.2M - $15.6M
105K $11.3B
FLRN
Spdr Bloomberg Investment Grad

ETFs
325K
New
$30.71 - $30.87 $9.99M - $10M
325K $10B
MSFT
Microsoft Corp

Technology
13.6K
New
$375.39 - $447.2 $5.11M - $6.09M
13.6K $5.11B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
45.2K
New
$102.49 - $119.96 $4.64M - $5.43M
45.2K $4.73B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
26.4K
New
$161.27 - $192.3 $4.26M - $5.08M
26.4K $4.26B
AAPL
Apple Inc.

Technology
17.8K
New
$209.68 - $247.1 $3.74M - $4.4M
17.8K $3.96B
USFR
Wisdomtree Floating Rate Treas

ETFs
78.3K
New
$50.29 - $50.5 $3.94M - $3.95M
78.3K $3.94B
SPSB
Spdr Portfolio Short Term Corp

ETFs
118K
New
$29.82 - $30.1 $3.53M - $3.56M
118K $3.56B
GOOGL
Alphabet Inc.

Communication Services
20.7K
New
$154.33 - $206.19 $3.2M - $4.27M
20.7K $3.2B
SPMD
Spdr Portfolio

ETFs
62K
New
$50.21 - $57.73 $3.11M - $3.58M
62K $3.17B
VIG
Vanguard Dividend Appreciation

ETFs
16.1K
New
N/A
16.1K $3.13B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
119K
New
$24.73 - $25.62 $2.95M - $3.05M
119K $3.04B
AMZN
Amazon Com Inc

Consumer Cyclical
15.2K
New
$190.26 - $242.06 $2.89M - $3.68M
15.2K $2.89B
SRLN
Ssga Active Trust

ETFs
67.8K
New
$41.02 - $41.99 $2.78M - $2.85M
67.8K $2.79B
JPM
Jpmorgan Chase & CO

Financial Services
11.2K
New
$225.19 - $279.95 $2.52M - $3.14M
11.2K $2.75B
SPYG
Spdr Portfolio

ETFs
33K
New
$80.05 - $92.39 $2.64M - $3.05M
33K $2.65B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
115K
New
$21.73 - $23.02 $2.5M - $2.65M
115K $2.6B
SPIB
Spdr Portfolio Intermediate Te

ETFs
73.9K
New
$32.5 - $33.3 $2.4M - $2.46M
73.9K $2.46B
RMBS
Rambus Inc

Technology
42.3K
New
$51.55 - $68.59 $2.18M - $2.9M
42.3K $2.19B
AVGO
Broadcom Inc.

Technology
12.6K
New
$167.43 - $244.7 $2.11M - $3.08M
12.6K $2.11B
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
58K
New
$32.39 - $34.01 $1.88M - $1.97M
58K $1.88B
Lam Research Corp
25.4K
New
N/A
25.4K $1.84B
FENY
Fidelity Covington Tr Msci Ene

ETFs
69.9K
New
$23.24 - $26.16 $1.62M - $1.83M
69.9K $1.78B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
25.5K
New
$65.44 - $70.64 $1.67M - $1.8M
25.5K $1.74B
GLDM
World Gold Trust

ETFs
27.2K
New
$52.19 - $61.89 $1.42M - $1.68M
27.2K $1.68B
MPC
Marathon Petroleum Corp

Energy
11K
New
$134.72 - $159.03 $1.48M - $1.75M
11K $1.6B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
21.9K
New
$66.3 - $74.17 $1.45M - $1.62M
21.9K $1.52B
QCOM
Qualcomm Inc

Technology
9.71K
New
$151.94 - $175.86 $1.47M - $1.71M
9.71K $1.49B
COP
Conocophillips

Energy
12.8K
New
$88.6 - $105.85 $1.13M - $1.35M
12.8K $1.34B
META
Meta Platforms, Inc.

Communication Services
1.95K
New
$576.36 - $736.67 $1.13M - $1.44M
1.95K $1.13B
EOG
Eog Resources Inc

Energy
6.89K
New
$120.54 - $138.05 $831K - $951K
6.89K $884M
Blackrock Inc
794
New
N/A
794 $752M
MRK
Merck & Co., Inc.

Healthcare
7.69K
New
$83.01 - $101.02 $638K - $776K
7.69K $690M
UNH
Unitedhealth Group Inc

Healthcare
1.31K
New
$461.52 - $548.18 $604K - $718K
1.31K $686M
MO
Altria Group, Inc.

Consumer Defensive
10.9K
New
$50.81 - $60.02 $551K - $651K
10.9K $651M
BX
Blackstone Inc.

Financial Services
4.58K
New
$136.53 - $186.74 $625K - $854K
4.58K $639M
DVN
Devon Energy Corp

Energy
16.6K
New
$33.15 - $38.55 $549K - $639K
16.6K $619M
CSCO
Cisco Systems, Inc.

Technology
9.93K
New
$58.74 - $64.87 $583K - $644K
9.93K $613M
GS
Goldman Sachs Group Inc

Financial Services
1.11K
New
$524.81 - $672.19 $585K - $749K
1.11K $609M
FDIS
Fidelity Covington Tr Msci Con

ETFs
6.74K
New
$82.77 - $101.84 $558K - $686K
6.74K $569M
JNJ
Johnson & Johnson

Healthcare
3.41K
New
$142.06 - $167.7 $484K - $572K
3.41K $566M
FCX
Freeport Mcmoran Inc

Basic Materials
14.9K
New
$34.5 - $43.01 $514K - $641K
14.9K $564M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.67K
New
$107.24 - $116.37 $501K - $543K
4.67K $543M
SCHW
Schwab Charles Corp

Financial Services
6.88K
New
$71.24 - $83.64 $490K - $575K
6.88K $538M
MA
Mastercard Inc

Financial Services
967
New
$504.67 - $576.31 $488K - $557K
967 $530M
NOC
Northrop Grumman Corp

Industrials
1.03K
New
$433.45 - $513.82 $448K - $531K
1.03K $529M
VST
Vistra Corp.

Utilities
4.51K
New
$108.49 - $191.89 $489K - $864K
4.51K $529M
NFLX
Netflix Inc

Communication Services
543
New
$828.4 - $1058.6 $450K - $575K
543 $506M
VTI
Vanguard Total Stock Market Et

ETFs
1.83K
New
$271.18 - $303.12 $497K - $555K
1.83K $503M
Activity Summary
Buys All Purchases 68 New Holdings 68 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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