Aspetuck Financial Management LLC Portfolio Holdings

Aspetuck Financial Management LLC

  • $116 Billion
  • Q1 2025

Aspetuck Financial Management LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.3B, Spdr Bloomberg Investment Grad with a value of $10B, Microsoft Corp with a value of $5.11B, Ishares Core S&P Sm Cap ETF with a value of $4.73B, and Fidelity Covington Tr Msci Inf with a value of $4.26B.

Examining the 13F form we can see an increase of $116B in the current position value.

Aspetuck Financial Management LLC is based out at Westport, CT

Below you can find more details about Aspetuck Financial Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $60.8 Billion
Technology: $28.4 Billion
Financial Services: $5.36 Billion
Communication Services: $5.06 Billion
Energy: $4.45 Billion
Consumer Cyclical: $3.23 Billion
Healthcare: $2.51 Billion
Industrials: $1.19 Billion
Other: $2.63 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 68 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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