Aspect Partners, LLC Reduced Holdings in Q4 2025

Aspect Partners, LLC

  • $228 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-217K
- 93.45%
$75.19 - $77.98 $16.3M - $16.9M
15.2K $1.18B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-184K
- 93.34%
$51.27 - $51.8 $9.42M - $9.52M
13.1K $656M
TFLO
Ishares Treasury Floating Rate

ETFs
-12.2K
- 33.67%
$50.42 - $50.61 $616K - $618K
24.1K $1.21B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-38.4K
- 7.63%
$13.16 - $13.86 $505K - $532K
465K $6.16B
GLD
Spdr Gold Trust

ETFs
-4.33K
- 15.43%
$354.79 - $403.15 $1.54M - $1.75M
23.8K $9.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-757
- 17.32%
$589.5 - $635.77 $446K - $481K
3.61K $2.22B
EEM
Ishares Msci Emerging Markets

ETFs
-8.08K
- 17.59%
$51.94 - $56.01 $420K - $453K
37.9K $2.07B
VGT
Vanguard Information Technolog

ETFs
-500
- 45.33%
$736.33 - $801.52 $368K - $401K
603 $455M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.69K
- 98.22%
$72.17 - $75.74 $267K - $280K
67 $5.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.36K
- 2.58%
$88.67 - $92.06 $120K - $125K
51.3K $4.47B
KO
Coca Cola CO

Consumer Defensive
-2.36K
- 45.75%
$66.1 - $71.61 $156K - $169K
2.8K $196M
VZ
Verizon Communications Inc

Communication Services
-2.86K
- 47.02%
$38.4 - $43.83 $110K - $125K
3.22K $131M
HON
Honeywell International Inc

Industrials
-606
- 54.94%
$194.07 - $220.67 $118K - $134K
497 $97M
JPM
Jpmorgan Chase & CO

Financial Services
-430
- 34.21%
$294.11 - $320.41 $126K - $138K
827 $266M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-735
- 6.26%
$136.06 - $140.64 $100K - $103K
11K $1.53B
O
Realty Income Corp

Real Estate
-1.63K
- 94.99%
$56.12 - $60.64 $91.5K - $98.9K
86 $4.85M
IYR
Ishares Tr

ETFs
-854
- 30.87%
$93.69 - $98.5 $80K - $84.1K
1.91K $180M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-916
- 11.55%
$92.24 - $96.56 $84.5K - $88.4K
7.02K $674M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-874
- 26.78%
$74.09 - $75.1 $64.8K - $65.6K
2.39K $177M
VFH
Vanguard Financial ETF

ETFs
-500
- 55.19%
$125.75 - $131.12 $62.9K - $65.6K
406 $54.2M
Return Stacked Global Stocks & Bonds ETF
-1.73K
- 0.65%
N/A
262K $7.37B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.88K
- 44.73%
$26.82 - $28.15 $50.4K - $52.9K
2.32K $62.4M
AMGN
Amgen Inc

Healthcare
-244
- 42.29%
$290.13 - $341.71 $70.8K - $83.4K
333 $109M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-341
- 8.63%
$92.34 - $95.43 $31.5K - $32.5K
3.61K $340M
AZO
Autozone Inc

Consumer Cyclical
-7
- 87.5%
$3576.14 - $4253.71 $25K - $29.8K
1 $3.39M
PDI
Pimco Dynamic Income Fund

Financial Services
-1.41K
- 51.43%
$18.04 - $19.91 $25.4K - $28K
1.33K $23.5M
CMCSA
Comcast Corp

Communication Services
-844
- 35.84%
$26.98 - $31.09 $22.8K - $26.2K
1.51K $45.2M
INTC
Intel Corp

Technology
-951
- 39.72%
$34.71 - $41.53 $33K - $39.5K
1.44K $53.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-48
- 14.63%
$600.51 - $631.95 $28.8K - $30.3K
280 $176M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-1.75K
- 58.72%
$13.56 - $14.22 $23.8K - $24.9K
1.23K $17.1M
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 7.5%
$358.03 - $397.02 $7.52K - $8.34K
259 $89.1M
DFAU
Dimensional ETF Tr

ETFs
-752
- 5.84%
$44.77 - $47.01 $33.7K - $35.4K
12.1K $567M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-796
- 33.22%
$27.17 - $28.65 $21.6K - $22.8K
1.6K $45.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-168
- 48.7%
$91.7 - $105.68 $15.4K - $17.8K
177 $16.1M
EIX
Edison International

Utilities
-400
- 50.0%
$52.12 - $59.08 $20.8K - $23.6K
400 $24M
V
Visa Inc.

Financial Services
-58
- 18.89%
$325.75 - $352.42 $18.9K - $20.4K
249 $87.4M
Blackrock Inc Com
-13
- 37.14%
N/A
22 $23.5M
TMUS
T Mobile Us, Inc.

Communication Services
-59
- 45.38%
$201.01 - $233.26 $11.9K - $13.8K
71 $14.4M
WMB
Williams Companies, Inc.

Energy
-243
- 41.97%
$56.51 - $64.48 $13.7K - $15.7K
336 $20.2M
CMI
Cummins Inc

Industrials
-38
- 69.09%
$407.98 - $484.34 $15.5K - $18.4K
17 $8.68M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-240
- 70.59%
$56.0 - $57.6 $13.4K - $13.8K
100 $5.72M
SO
Southern CO

Utilities
-130
- 50.19%
$90.58 - $99.72 $11.8K - $13K
129 $11.2M
GD
General Dynamics Corp

Industrials
-37
- 50.0%
$330.59 - $353.77 $12.2K - $13.1K
37 $12.5M
CME
Cme Group Inc.

Financial Services
-47
- 81.03%
$261.53 - $285.04 $12.3K - $13.4K
11 $3M
DLR
Digital Realty Trust, Inc.

Real Estate
-71
- 80.68%
$158.11 - $179.28 $11.2K - $12.7K
17 $2.63M
FISV
Fiserv Inc

Technology
-88
- 83.02%
N/A
18 $1.21M
LMT
Lockheed Martin Corp

Industrials
-23
- 27.06%
$452.1 - $514.24 $10.4K - $11.8K
62 $30M
APD
Air Products & Chemicals, Inc.

Basic Materials
-41
- 50.62%
$237.56 - $271.47 $9.74K - $11.1K
40 $9.88M
AEP
American Electric Power CO Inc

Utilities
-109
- 57.07%
$112.75 - $122.73 $12.3K - $13.4K
82 $9.46M
Activity Summary
Buys All Purchases 340 New Holdings 69 Increased Positions 271 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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