Aspect Partners, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 641 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $34.3B, Vanguard Total Stock Market Et with a value of $13.2B, Spdr Gold Trust with a value of $11.8B, Ishares Tr with a value of $10.4B, and Ishares Tr Core Intl Aggregate with a value of $7.81B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $168B to 178B. Also it can be appreciated an additional of 29 stocks purchases and 1 closed positions.

Aspect Partners, LLC is based out at Fairfax, VA

Below you can find more details about Aspect Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $151 Billion
Technology: $3.5 Billion
Financial Services: $1.78 Billion
Industrials: $1.36 Billion
Healthcare: $1.21 Billion
Consumer Cyclical: $1.16 Billion
Utilities: $793 Million
Communication Services: $792 Million
Other: $1.74 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 641
  • Current Value $178 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 29 stocks
  • Additional Purchases 124 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 72 stocks
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