Aspect Partners, LLC Reduced Holdings in Q3 2024

Aspect Partners, LLC

  • $178 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-169K
- 96.99%
$60.13 - $68.17 $10.2M - $11.5M
5.26K $356M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-129K
- 83.59%
$75.32 - $84.37 $9.75M - $10.9M
25.4K $2.12B
EEM
Ishares Msci Emerging Markets

ETFs
-29.5K
- 81.64%
$40.42 - $46.7 $1.19M - $1.38M
6.64K $304M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-39K
- 100.0%
$25.19 - $26.39 $983K - $1.03M
1 $15K
RING
Ishares Inc Msci Global Gold M

ETFs
-22.9K
- 65.6%
$27.51 - $34.67 $630K - $794K
12K $396M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-9.89K
- 81.83%
$53.17 - $58.71 $526K - $580K
2.2K $127M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-13.4K
- 62.68%
$33.89 - $41.64 $455K - $560K
8K $319M
VGLT
Vanguard Long Term Treasury Et

ETFs
-6.41K
- 43.45%
$56.52 - $63.23 $362K - $405K
8.34K $513M
HYG
Ishares Tr

ETFs
-3.84K
- 91.35%
$76.72 - $80.36 $295K - $309K
364 $29.2M
IEMG
Ishares Inc

ETFs
-7K
- 19.58%
$53.64 - $53.64 $376K - $376K
28.8K $1.65B
FM
Ishares Msci Frontier And Sele

ETFs
-6.32K
- 86.41%
$27.35 - $27.85 $173K - $176K
994 $27.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.51K
- 30.83%
$71.45 - $75.64 $108K - $114K
3.39K $255M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.4K
- 70.37%
$20.47 - $20.71 $49.1K - $49.7K
1.01K $20.9M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.3K
- 56.08%
$21.05 - $21.17 $27.4K - $27.5K
1.02K $21.5M
BNDX
Vanguard Total International B

ETFs
-829
- 8.38%
$48.42 - $50.35 $40.1K - $41.7K
9.07K $456M
INTC
Intel Corp

Technology
-39
- 1.57%
$18.9 - $34.87 $737 - $1.36K
2.44K $57.3M
QCOM
Qualcomm Inc

Technology
-74
- 41.81%
$156.12 - $209.64 $11.6K - $15.5K
103 $17.5M
GOOG
Alphabet Inc.

Communication Services
-20
- 3.27%
$149.54 - $192.66 $2.99K - $3.85K
591 $98.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
-200
- 70.18%
$29.85 - $41.1 $5.97K - $8.22K
85 $3.33M
CRWD
Crowd Strike Holdings, Inc.

Technology
-15
- 60.0%
$217.89 - $392.15 $3.27K - $5.88K
10 $2.81M
F
Ford Motor CO

Consumer Cyclical
-505
- 81.06%
$9.71 - $14.55 $4.9K - $7.35K
118 $1.25M
PDN
Invesco Fd Tr

ETFs
-197
- 90.37%
$31.75 - $35.44 $6.25K - $6.98K
21 $738K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-91
- 15.07%
$83.76 - $91.82 $7.62K - $8.36K
513 $46.8M
DG
Dollar General Corp

Consumer Defensive
-27
- 90.0%
$80.41 - $132.42 $2.17K - $3.58K
3 $254K
SCHW
Schwab Charles Corp

Financial Services
-44
- 91.67%
$61.74 - $76.08 $2.72K - $3.35K
4 $259K
EMR
Emerson Electric CO

Industrials
-28
- 18.3%
$98.19 - $118.87 $2.75K - $3.33K
125 $13.7M
ESS
Essex Property Trust, Inc.

Real Estate
-13
- 23.64%
$272.82 - $272.82 $3.55K - $3.55K
42 $12.4M
HAL
Halliburton CO

Energy
-12
- 2.86%
$27.81 - $36.44 $334 - $437
408 $11.9M
DIS
Walt Disney CO

Communication Services
-17
- 15.89%
$85.6 - $98.61 $1.46K - $1.68K
90 $8.66M
OXY
Occidental Petroleum Corp

Energy
-8
- 6.67%
$49.91 - $63.73 $399 - $510
112 $5.77M
SLB
Schlumberger Limited

Energy
-11
- 6.25%
$39.57 - $49.67 $435 - $546
165 $6.92M
CEG
Constellation Energy Corp

Utilities
-12
- 35.29%
$167.08 - $262.86 $2K - $3.15K
22 $5.72M
CINF
Cincinnati Financial Corp

Financial Services
-23
- 19.66%
$115.7 - $138.2 $2.66K - $3.18K
94 $12.8M
IEF
Ishares Barclays

ETFs
-33
- 6.32%
$92.67 - $99.14 $3.06K - $3.27K
489 $48M
ETN
Eaton Corp PLC

Industrials
-5
- 8.93%
$272.52 - $333.02 $1.36K - $1.67K
51 $16.9M
MAR
Marriott International Inc

Consumer Cyclical
-3
- 15.79%
$211.35 - $255.11 $634 - $765
16 $3.98M
NKE
Nike, Inc.

Consumer Cyclical
-27
- 18.88%
$71.09 - $89.44 $1.92K - $2.41K
116 $10.3M
FCX
Freeport Mcmoran Inc

Basic Materials
-11
- 17.74%
$39.52 - $51.92 $435 - $571
51 $2.56M
CCL
Carnival Corp

Consumer Cyclical
-15
- 13.04%
$14.01 - $19.18 $210 - $288
100 $1.85M
GD
General Dynamics Corp

Industrials
-4
- 4.71%
$279.51 - $308.09 $1.12K - $1.23K
81 $24.5M
OTIS
Otis Worldwide Corp

Industrials
-3
- 13.04%
$91.43 - $104.43 $274 - $313
20 $2.08M
HST
Host Hotels & Resorts, Inc.

Real Estate
-2
- 6.9%
$15.92 - $18.86 $31.8 - $37.7
27 $475K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 13.33%
$896.19 - $1044.18 $1.79K - $2.09K
13 $13.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
-8
- 3.74%
$51.0 - $57.07 $408 - $457
206 $11.5M
FITB
Fifth Third Bancorp

Financial Services
-1
- 1.52%
$36.01 - $43.64 $36 - $43.6
65 $2.79M
FRT
Federal Realty Investment Trust

Real Estate
-11
- 8.87%
$100.42 - $117.38 $1.1K - $1.29K
113 $13M
AMCR
Amcor PLC

Consumer Cyclical
-123
- 9.65%
$9.5 - $11.44 $1.17K - $1.41K
1.15K $13M
CRM
Salesforce, Inc.

Technology
-4
- 3.67%
$238.42 - $276.53 $954 - $1.11K
105 $28.7M
CAT
Caterpillar Inc

Industrials
-9
- 12.0%
$316.8 - $391.12 $2.85K - $3.52K
66 $25.8M
Activity Summary
Buys All Purchases 153 New Holdings 29 Increased Positions 124 Sells All Sells 73 Reductions 72 Sold out 1 Options Calls 0 Puts 0
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