Aspect Partners, LLC Reduced Holdings in Q1 2025

Aspect Partners, LLC

  • $175 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-55
- 22.73%
$168.59 - $212.13 $9.27K - $11.7K
187 $37.4M
NKE
Nike, Inc.

Consumer Cyclical
-19
- 16.38%
$63.29 - $81.72 $1.2K - $1.55K
97 $6.16M
AGNC
Agnc Investment Corp.

Real Estate
-285
- 46.88%
$9.12 - $10.54 $2.6K - $3K
323 $3.09M
UNH
Unitedhealth Group Inc

Healthcare
-16
- 4.83%
$461.52 - $548.18 $7.38K - $8.77K
315 $165M
Airship Ai Hldgs Inc Com
-340
- 77.27%
N/A
100 $386K
EQIX
Equinix Inc

Real Estate
-1
- 11.11%
$803.0 - $959.97 $803 - $960
8 $6.52M
ROK
Rockwell Automation, Inc

Industrials
-6
- 75.0%
$255.29 - $303.75 $1.53K - $1.82K
2 $517K
DLR
Digital Realty Trust, Inc.

Real Estate
-7
- 31.82%
$142.1 - $183.56 $995 - $1.28K
15 $2.15M
AME
Ametek Inc

Industrials
-7
- 11.67%
$170.39 - $190.43 $1.19K - $1.33K
53 $9.12M
SRE
Sempra Energy

Utilities
-6
- 8.11%
$67.85 - $87.67 $407 - $526
68 $4.85M
TXN
Texas Instruments Inc

Technology
-2
- 1.31%
N/A
151 $27.1M
O
Realty Income Corp

Real Estate
-50
- 15.29%
$51.67 - $58.49 $2.58K - $2.92K
277 $16.1M
TSCO
Tractor Supply CO

Consumer Cyclical
-30
- 17.14%
$51.66 - $57.94 $1.55K - $1.74K
145 $7.99M
FANG
Diamondback Energy, Inc.

Energy
-7
- 18.42%
$139.9 - $180.18 $979 - $1.26K
31 $4.96M
RJF
Raymond James Financial Inc

Financial Services
-3
- 5.88%
$137.62 - $172.64 $413 - $518
48 $6.67M
UPS
United Parcel Service Inc

Industrials
-4
- 8.16%
$109.66 - $136.26 $439 - $545
45 $4.95M
MSI
Motorola Solutions, Inc.

Technology
-1
- 3.23%
$411.73 - $482.1 $412 - $482
30 $13.1M
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.2%
$142.64 - $156.42 $143 - $156
488 $73.2M
MAR
Marriott International Inc

Consumer Cyclical
-2
- 12.5%
$237.01 - $304.45 $474 - $609
14 $3.34M
HYG
Ishares Tr

ETFs
-15
- 4.14%
$78.51 - $80.11 $1.18K - $1.2K
347 $27.4M
FDX
Fedex Corp

Industrials
-2
- 12.5%
$230.33 - $281.53 $461 - $563
14 $3.41M
CDNS
Cadence Design Systems Inc

Technology
-1
- 5.88%
$233.96 - $324.52 $234 - $325
16 $4.07M
CTAS
Cintas Corp

Industrials
-15
- 16.48%
$182.09 - $208.14 $2.73K - $3.12K
76 $15.6M
KKR
Kkr & Co. Inc.

Financial Services
-4
- 30.77%
$108.17 - $167.07 $433 - $668
9 $1.04M
STT
State Street Corp

Financial Services
-1
- 1.12%
$84.47 - $102.23 $84.5 - $102
88 $7.88M
PHM
Pultegroup Inc

Consumer Cyclical
-3
- 3.45%
$101.09 - $118.51 $303 - $356
84 $8.64M
HAL
Halliburton CO

Energy
-7
- 1.95%
$24.15 - $29.9 $169 - $209
352 $8.93M
DOW
Dow Inc.

Basic Materials
-8
- 8.25%
$34.36 - $41.92 $275 - $335
89 $3.11M
VRSK
Verisk Analytics, Inc.

Industrials
-3
- 60.0%
$268.63 - $301.33 $806 - $904
2 $595K
AMP
Ameriprise Financial Inc

Financial Services
-1
- 20.0%
$472.29 - $575.13 $472 - $575
4 $1.94M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 12.5%
$476.63 - $610.45 $477 - $610
7 $3.47M
Smurfit Westrock PLC Shs
-2
- 2.99%
N/A
65 $2.93M
ADI
Analog Devices Inc

Technology
-1
- 2.56%
$201.56 - $243.82 $202 - $244
38 $7.66M
DHI
Horton D R Inc

Consumer Cyclical
-1
- 2.86%
$125.29 - $147.65 $125 - $148
34 $4.32M
TGT
Target Corp

Consumer Defensive
-1
- 6.67%
$103.65 - $142.5 $104 - $143
14 $1.46M
IRM
Iron Mountain Inc

Real Estate
-3
- 21.43%
$82.79 - $111.31 $248 - $334
11 $946K
GRMN
Garmin LTD

Technology
-3
- 15.79%
$204.55 - $241.93 $614 - $726
16 $3.47M
HWM
Howmet Aerospace Inc.

Industrials
-9
- 23.08%
$110.79 - $139.39 $997 - $1.25K
30 $3.89M
GLW
Corning Inc

Technology
-7
- 28.0%
$44.91 - $54.25 $314 - $380
18 $824K
AMAT
Applied Materials Inc

Technology
-1
- 9.09%
$145.06 - $195.51 $145 - $196
10 $1.45M
KMX
Carmax Inc

Consumer Cyclical
-3
- 13.04%
$69.25 - $89.19 $208 - $268
20 $1.56M
MET
Metlife Inc

Financial Services
-2
- 2.17%
$77.7 - $87.0 $155 - $174
90 $7.23M
PCG
Pg&E Corp

Utilities
-12
- 50.0%
$15.16 - $20.4 $182 - $245
12 $206K
CI
Cigna Corp

Healthcare
-4
- 20.0%
$274.49 - $329.0 $1.1K - $1.32K
16 $5.26M
FCX
Freeport Mcmoran Inc

Basic Materials
-6
- 10.53%
$34.5 - $43.01 $207 - $258
51 $1.95M
FITB
Fifth Third Bancorp

Financial Services
-4
- 30.77%
$37.48 - $44.96 $150 - $180
9 $353K
EMN
Eastman Chemical CO

Basic Materials
-2
- 33.33%
$87.05 - $103.47 $174 - $207
4 $352K
KIM
Kimco Realty Corp

Real Estate
-6
- 26.09%
$20.15 - $23.42 $121 - $141
17 $361K
IP
International Paper CO

Consumer Cyclical
-3
- 30.0%
$49.38 - $60.09 $148 - $180
7 $373K
Activity Summary
Buys All Purchases 176 New Holdings 70 Increased Positions 106 Sells All Sells 133 Reductions 132 Sold out 1 Options Calls 0 Puts 0
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