Aspect Partners, LLC Reduced Holdings in Q3 2025

Aspect Partners, LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-61.9K
- 63.05%
$50.45 - $50.65 $3.12M - $3.14M
36.3K $1.84B
IEFA
Ishares Tr

ETFs
-37.8K
- 21.44%
$81.7 - $87.53 $3.09M - $3.31M
139K $12.1B
IEF
Ishares Barclays

ETFs
-20.4K
- 98.89%
$93.91 - $97.26 $1.91M - $1.98M
229 $22.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18.3K
- 69.79%
$87.29 - $93.61 $1.6M - $1.72M
7.93K $741M
LLY
Eli Lilly & CO

Healthcare
-251
- 72.75%
$625.65 - $812.69 $157K - $204K
94 $71.7M
MSFT
Microsoft Corp

Technology
-337
- 26.29%
$491.09 - $535.64 $165K - $181K
945 $489M
VHT
Vanguard Health Care ETF

ETFs
-600
- 61.66%
$239.12 - $259.95 $143K - $156K
373 $96.8M
Core Scientific Inc New Com
-8.33K
- 22.93%
N/A
28K $502M
AMGN
Amgen Inc

Healthcare
-410
- 41.54%
$271.18 - $309.22 $111K - $127K
577 $163M
LOW
Lowes Companies Inc

Consumer Cyclical
-547
- 58.44%
$215.01 - $273.02 $118K - $149K
389 $97.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-416
- 12.04%
$211.65 - $238.24 $88K - $99.1K
3.04K $667M
IYR
Ishares Tr

ETFs
-854
- 23.59%
$94.16 - $98.46 $80.4K - $84.1K
2.77K $269M
LMT
Lockheed Martin Corp

Industrials
-162
- 65.59%
$410.74 - $499.21 $66.5K - $80.9K
85 $42.4M
NVDA
Nvidia Corp

Technology
-1.2K
- 21.34%
$153.3 - $186.58 $185K - $225K
4.44K $828M
T
At&T Inc.

Communication Services
-2.06K
- 87.63%
$26.94 - $29.62 $55.5K - $61K
291 $8.22M
ABT
Abbott Laboratories

Healthcare
-401
- 74.54%
$120.51 - $136.62 $48.3K - $54.8K
137 $18.4M
PG
Procter & Gamble CO

Consumer Defensive
-327
- 58.71%
$150.47 - $161.22 $49.2K - $52.7K
230 $35.3M
VFH
Vanguard Financial ETF

ETFs
-400
- 30.63%
$125.23 - $132.78 $50.1K - $53.1K
906 $119M
VGT
Vanguard Information Technolog

ETFs
-200
- 15.35%
$656.44 - $753.15 $131K - $151K
1.1K $824M
VO
Vanguard Mid Cap ETF

ETFs
-150
- 40.87%
$279.83 - $293.74 $42K - $44.1K
217 $63.7M
VZ
Verizon Communications Inc

Communication Services
-981
- 13.89%
$40.84 - $45.06 $40.1K - $44.2K
6.08K $267M
HON
Honeywell International Inc

Industrials
-58
- 5.0%
$207.7 - $240.4 $12K - $13.9K
1.1K $232M
KO
Coca Cola CO

Consumer Defensive
-175
- 3.28%
$65.67 - $71.67 $11.5K - $12.5K
5.16K $342M
YUM
Yum Brands Inc

Consumer Cyclical
-200
- 60.61%
$139.5 - $153.94 $27.9K - $30.8K
130 $19.8M
MLM
Martin Marietta Materials Inc

Basic Materials
-54
- 84.38%
$546.36 - $631.12 $29.5K - $34.1K
10 $6.3M
ABBV
Abb Vie Inc.

Healthcare
-212
- 45.99%
$184.85 - $231.54 $39.2K - $49.1K
249 $57.7M
JNJ
Johnson & Johnson

Healthcare
-302
- 34.63%
$155.17 - $185.42 $46.9K - $56K
570 $106M
IBM
International Business Machines Corp

Technology
-69
- 11.94%
$234.77 - $292.47 $16.2K - $20.2K
509 $144M
PEP
Pepsico Inc

Consumer Defensive
-213
- 30.56%
$133.81 - $152.16 $28.5K - $32.4K
484 $68M
PFE
Pfizer Inc

Healthcare
-979
- 54.21%
$23.29 - $25.88 $22.8K - $25.3K
827 $21.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-307
- 64.77%
$60.9 - $70.75 $18.7K - $21.7K
167 $10.4M
VB
Vanguard Small Cap ETF

ETFs
-190
- 11.93%
$237.58 - $259.17 $45.1K - $49.2K
1.4K $357M
CMCSA
Comcast Corp

Communication Services
-276
- 10.49%
$31.41 - $36.33 $8.67K - $10K
2.36K $74M
GILD
Gilead Sciences, Inc.

Healthcare
-160
- 49.69%
$108.22 - $120.47 $17.3K - $19.3K
162 $18M
ROST
Ross Stores, Inc.

Consumer Cyclical
-146
- 71.57%
$127.59 - $152.81 $18.6K - $22.3K
58 $8.84M
WMT
Walmart Inc.

Consumer Defensive
-179
- 22.15%
$94.4 - $104.27 $16.9K - $18.7K
629 $64.8M
CVS
Cvs Health Corp

Healthcare
-187
- 75.1%
$58.75 - $76.5 $11K - $14.3K
62 $4.67M
NFLX
Netflix Inc

Communication Services
-1
- 1.25%
$1147.87 - $1297.18 $1.15K - $1.3K
79 $94.7M
ECL
Ecolab Inc.

Basic Materials
-46
- 70.77%
$259.39 - $285.47 $11.9K - $13.1K
19 $5.2M
DUK
Duke Energy Corp

Utilities
-105
- 62.5%
$116.31 - $125.93 $12.2K - $13.2K
63 $7.8M
MDT
Medtronic PLC

Healthcare
-129
- 73.71%
$87.67 - $95.74 $11.3K - $12.4K
46 $4.38M
HSY
Hershey CO

Consumer Defensive
-53
- 79.1%
$161.95 - $193.45 $8.58K - $10.3K
14 $2.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 11.87%
$291.67 - $316.99 $11.7K - $12.7K
297 $90.3M
CLX
Clorox CO

Consumer Defensive
-66
- 51.16%
$117.67 - $131.43 $7.77K - $8.67K
63 $7.77M
MRK
Merck & Co., Inc.

Healthcare
-110
- 13.53%
$77.6 - $87.37 $8.54K - $9.61K
703 $59M
ELV
Elevance Health, Inc.

Healthcare
-10
- 33.33%
$274.66 - $395.76 $2.75K - $3.96K
20 $6.46M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.84K
- 33.08%
$50.79 - $76.4 $93.6K - $141K
3.73K $285M
TJX
Tjx Companies Inc

Consumer Cyclical
-88
- 23.85%
$121.35 - $144.54 $10.7K - $12.7K
281 $40.6M
PM
Philip Morris International Inc.

Consumer Defensive
-1
- 0.42%
$157.77 - $183.27 $158 - $183
235 $38.1M
Activity Summary
Buys All Purchases 319 New Holdings 134 Increased Positions 185 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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