Aspect Partners, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$202.8B

Holdings

609

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (609 positions)

#StockSharesValue% PortfolioType
101
DFARDIMENSIONAL US REAL ESTATE ETF
4,925$115.5M0.06%
102
LMTLOCKHEED MARTIN CORP COM
247$114.4M0.06%
103
FRELFIDELITY MSCI REAL ESTATE INDEX ETF
4,201$113.6M0.06%
104
IHIISHARES U.S. MEDICAL DEVICES ETF
1,758$110.1M0.05%
105
VVISA INC COM CL A
306$108.8M0.05%
106
DFASDIMENSIONAL U.S. SMALL CAP ETF
1,706$108.7M0.05%
107
NFLXNETFLIX INC COM
80$107.1M0.05%
108
ILCVISHARES MORNINGSTAR VALUE ETF
1,273$106.2M0.05%
109
CATHGLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
1,390$104.9M0.05%
110
GOOGALPHABET INC CAP STK CL C
582$103.2M0.05%
111
VOVANGUARD MID-CAP ETF
367$102.7M0.05%
112
HDHOME DEPOT INC COM
280$102.7M0.05%
113
EMDVPROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF
2,232$102.0M0.05%
114
MCDMCDONALDS CORP COM
337$98.5M0.05%
115
VNQVANGUARD REAL ESTATE ETF
1,099$97.9M0.05%
116
LNTALLIANT ENERGY CORP COM
1,611$97.4M0.05%
117
UNHUNITEDHEALTH GROUP INC COM
306$95.5M0.05%
118
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
2,244$94.9M0.05%
119
CMCSACOMCAST CORP NEW CL A
2,631$93.9M0.05%
120
PEPPEPSICO INC COM
697$92.0M0.05%
121
PGPROCTER AND GAMBLE CO COM
557$88.7M0.04%
122
ABBVABBVIE INC COM
461$85.6M0.04%
123
NKSHNATIONAL BANKSHARES INC VA COM
3,104$84.4M0.04%
124
NRANRG ENERGY INC COM NEW
524$84.1M0.04%
125
IVWISHARES S&P 500 GROWTH ETF
720$79.3M0.04%
126
WMTWALMART INC COM
808$79.0M0.04%
127
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
3,006$73.8M0.04%
128
ABTABBOTT LABS COM
538$73.2M0.04%
129
EUDVPROSHARES MSCI EUROPE DIVIDEND GROWERS ETF
1,340$72.8M0.04%
130
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF
6,794$71.1M0.04%
131
CSCOCISCO SYS INC COM
1,022$70.9M0.03%
132
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
700$70.4M0.03%
133
AIC3 AI INC CL A
2,850$70.0M0.03%
134
VISVANGUARD INDUSTRIALS ETF
250$70.0M0.03%
135
JCIJOHNSON CTLS INTL PLC SHS
650$68.7M0.03%
136
TSLATESLA INC COM
216$68.6M0.03%
137
TAT&T INC COM
2,352$68.1M0.03%
138
MAMASTERCARD INCORPORATED CL A
115$64.6M0.03%
139
MRKMERCK & CO INC COM
813$64.4M0.03%
140
PANWPALO ALTO NETWORKS INC COM
312$63.8M0.03%
141
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
660$62.1M0.03%
142
EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF
1,717$62.0M0.03%
143
SCHASCHWAB U.S. SMALL-CAP ETF
2,432$61.5M0.03%
144
BACBANK AMERICA CORP COM
1,235$58.4M0.03%
145
PSIINVESCO SEMICONDUCTORS ETF
911$54.6M0.03%
146
COSTCOSTCO WHSL CORP NEW COM
55$54.4M0.03%
147
INTCINTEL CORP COM
2,288$51.3M0.03%
148
NETCLOUDFLARE INC CL A COM
250$49.0M0.02%
149
YUMYUM BRANDS INC COM
330$48.9M0.02%
150
ITBISHARES U.S. HOME CONSTRUCTION ETF
517$48.2M0.02%
151
GEGE AEROSPACE COM NEW
183$47.1M0.02%
152
TJXTJX COS INC NEW COM
369$45.6M0.02%
153
RCLROYAL CARIBBEAN GROUP COM
143$44.7M0.02%
154
BABOEING CO COM
209$43.9M0.02%
155
GSGOLDMAN SACHS GROUP INC COM
62$43.9M0.02%
156
PFEPFIZER INC COM
1,806$43.8M0.02%
157
TXNTEXAS INSTRS INC COM
209$43.4M0.02%
158
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
1,077$43.1M0.02%
159
4I1PHILIP MORRIS INTL INC COM
236$43.0M0.02%
160
PGRPROGRESSIVE CORP COM
161$43.0M0.02%
161
AMDADVANCED MICRO DEVICES INC COM
298$42.3M0.02%
162
EIXEDISON INTL COM
800$41.3M0.02%
163
DWDMORGAN STANLEY COM NEW
291$41.0M0.02%
164
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
180$40.8M0.02%
165
SBUXSTARBUCKS CORP COM
433$39.7M0.02%
166
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
1,230$39.1M0.02%
167
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
460$37.5M0.02%
168
BLKBLACKROCK INC COM
35$36.7M0.02%
169
VTVVANGUARD VALUE ETF
207$36.6M0.02%
170
WMBWILLIAMS COS INC COM
582$36.6M0.02%
171
FTITECHNIPFMC PLC COM
1,052$36.2M0.02%
172
GILDGILEAD SCIENCES INC COM
322$35.7M0.02%
173
NEENEXTERA ENERGY INC COM
512$35.5M0.02%
174
LINLINDE PLC SHS
75$35.2M0.02%
175
MLMMARTIN MARIETTA MATLS INC COM
64$35.1M0.02%
176
MDLZMONDELEZ INTL INC CL A
474$32.0M0.02%
177
ORLYOREILLY AUTOMOTIVE INC COM
345$31.1M0.02%
178
MCKMCKESSON CORP COM
41$30.0M0.01%
179
IQDFFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND
1,107$30.0M0.01%
180
AZOAUTOZONE INC COM
8$29.7M0.01%
181
GEVGE VERNOVA INC COM
56$29.6M0.01%
182
CRMSALESFORCE INC COM
108$29.5M0.01%
183
TMUST-MOBILE US INC COM
123$29.3M0.01%
184
MUMICRON TECHNOLOGY INC COM
231$28.5M0.01%
185
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
343$28.4M0.01%
186
TFCTRUIST FINL CORP COM
643$27.6M0.01%
187
ROSTROSS STORES INC COM
204$26.0M0.01%
188
QCOMQUALCOMM INC COM
161$25.6M0.01%
189
FMCFMC CORP COM NEW
612$25.6M0.01%
190
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
550$25.5M0.01%
191
ADMARCHER DANIELS MIDLAND CO COM
480$25.3M0.01%
192
SPGIS&P GLOBAL INC COM
48$25.3M0.01%
193
URAGLOBAL X URANIUM ETF
650$25.2M0.01%
194
MPCMARATHON PETE CORP COM
151$25.1M0.01%
195
ADBEADOBE INC COM
62$24.0M0.01%
196
WULFTERAWULF INC COM
5,470$24.0M0.01%
197
JAAAJANUS HENDERSON AAA CLO ETF
467$23.7M0.01%
198
SOSOUTHERN CO COM
255$23.4M0.01%
199
LRCXLAM RESEARCH CORP COM NEW
239$23.3M0.01%
200
UNPUNION PAC CORP COM
101$23.2M0.01%
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