Aspect Partners, LLC Incresed Positions in Q3 2024

Aspect Partners, LLC

  • $178 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
1
+ 0.29%
$69.9 - $84.97 $69.9 - $85
344 $29.1M
ACN
Accenture PLC

Technology
3
+ 4.48%
$295.44 - $355.81 $886 - $1.07K
70 $24.7M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 6.38%
$801.83 - $917.05 $2.41K - $2.75K
50 $44.3M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
9
+ 0.75%
$30.61 - $34.92 $275 - $314
1.2K $41.5M
SOXX
Ishares Semiconductor ETF

ETFs
21
+ 52.5%
$199.29 - $265.49 $4.19K - $5.58K
61 $14.1M
AMT
American Tower Corp

Real Estate
2
+ 2.2%
$192.27 - $242.73 $385 - $485
93 $21.6M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4
+ 0.89%
$72.52 - $82.35 $290 - $329
452 $36.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
50
+ 100.0%
$67.43 - $74.23 $3.37K - $3.71K
100 $7.28M
DOW
Dow Inc.

Basic Materials
65
+ 58.04%
$50.15 - $55.41 $3.26K - $3.6K
177 $9.67M
DISV
Dimensional ETF Tr Dimensional

ETFs
85
+ 15.8%
$26.06 - $29.18 $2.22K - $2.48K
623 $18.1M
AGNC
Agnc Investment Corp.

Real Estate
310
+ 112.32%
$9.48 - $10.66 $2.94K - $3.3K
586 $6.13M
AZO
Autozone Inc

Consumer Cyclical
1
+ 100.0%
$2815.0 - $3212.87 $2.82K - $3.21K
2 $6.3M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
4
+ 0.79%
$55.15 - $64.23 $221 - $257
509 $32.7M
BSX
Boston Scientific Corp

Healthcare
20
+ 8.62%
$72.96 - $84.0 $1.46K - $1.68K
252 $21.1M
ITW
Illinois Tool Works Inc

Industrials
2
+ 2.0%
$233.14 - $263.97 $466 - $528
102 $26.7M
NRG
Nrg Energy, Inc.

Utilities
19
+ 19.79%
$68.89 - $91.22 $1.31K - $1.73K
115 $10.5M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
111
+ 75.51%
$22.58 - $26.27 $2.51K - $2.92K
258 $6.65M
AIQ
Global X Funds Global X Artifi

ETFs
73
+ 57.48%
$31.85 - $37.36 $2.33K - $2.73K
200 $7.43M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
95
+ 70.37%
$24.9 - $28.99 $2.37K - $2.75K
230 $6.63M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.2%
$161.9 - $179.3 $162 - $179
498 $84.7M
CB
Chubb LTD

Financial Services
5
+ 16.67%
$252.51 - $292.2 $1.26K - $1.46K
35 $10.1M
DE
Deere & CO

Industrials
3
+ 11.54%
$344.84 - $418.0 $1.03K - $1.25K
29 $12.1M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.39%
$160.76 - $177.82 $161 - $178
258 $44.7M
UNP
Union Pacific Corp

Industrials
3
+ 4.23%
$221.78 - $256.09 $665 - $768
74 $18.2M
BEN
Franklin Resources Inc

Financial Services
157
+ 33.19%
$19.13 - $23.97 $3K - $3.76K
630 $12.7M
NUE
Nucor Corp

Basic Materials
17
+ 23.94%
$137.77 - $166.14 $2.34K - $2.82K
88 $13.2M
AMD
Advanced Micro Devices Inc

Technology
8
+ 2.21%
$128.67 - $183.96 $1.03K - $1.47K
370 $60.7M
AVRE
American Centy ETF Tr Avantis
4
+ 1.35%
$40.95 - $48.28 $164 - $193
300 $14.1M
MO
Altria Group, Inc.

Consumer Defensive
25
+ 21.93%
$45.95 - $54.71 $1.15K - $1.37K
139 $7.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
50
+ 18.66%
$25.21 - $28.46 $1.26K - $1.42K
318 $8.95M
PFFA
Etfis Ser Tr I

ETFs
17
+ 2.23%
$20.94 - $22.98 $356 - $391
781 $17.8M
PLD
Prologis, Inc.

Real Estate
2
+ 2.04%
$111.95 - $132.43 $224 - $265
100 $12.6M
VRSN
Verisign Inc

Technology
6
+ 21.43%
$174.18 - $190.64 $1.05K - $1.14K
34 $6.46M
VICI
Vici Properties Inc.

Real Estate
18
+ 9.73%
$27.64 - $34.08 $498 - $613
203 $6.75M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
50
+ 14.29%
$17.34 - $19.53 $867 - $977
400 $7.81M
AVLV
American Centy ETF Tr Avantis
16
+ 14.16%
$60.05 - $65.83 $961 - $1.05K
129 $8.49M
KEYS
Keysight Technologies, Inc.

Technology
4
+ 16.67%
$119.86 - $158.87 $479 - $635
28 $4.45M
EXPD
Expeditors International Of Washington Inc

Industrials
3
+ 2.65%
$116.1 - $131.42 $348 - $394
116 $15.2M
SRE
Sempra Energy

Utilities
6
+ 8.82%
$74.97 - $84.04 $450 - $504
74 $6.19M
ENB
Enbridge Inc

Energy
20
+ 66.67%
$35.27 - $41.18 $705 - $824
50 $2.03M
UTG
Reaves Utility Income Fund

Financial Services
25
+ 100.0%
$27.16 - $32.8 $679 - $820
50 $1.64M
UPS
United Parcel Service Inc

Industrials
7
+ 17.95%
$123.32 - $147.38 $863 - $1.03K
46 $6.27M
CAG
Conagra Brands Inc.

Consumer Defensive
6
+ 3.43%
$28.13 - $32.83 $169 - $197
181 $5.89M
TRV
Travelers Companies, Inc.

Financial Services
3
+ 50.0%
$201.87 - $242.35 $606 - $727
9 $2.11M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
50
+ 20.0%
$10.79 - $12.29 $540 - $615
300 $3.62M
CTVA
Corteva, Inc.

Basic Materials
3
+ 2.56%
$50.72 - $58.78 $152 - $176
120 $7.06M
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 5.08%
$135.05 - $148.35 $405 - $445
62 $8.82M
KMI
Kinder Morgan, Inc.

Energy
7
+ 3.74%
$19.72 - $22.22 $138 - $156
194 $4.29M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
21
+ 4.13%
$16.42 - $18.12 $345 - $381
529 $9.54M
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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