Aspetuck Financial Management LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$116.2B

Holdings

68

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
104,579$11.3B9.75%
2
FLRNSPDR SER TR
325,382$10.0B8.63%
3
MSFTMICROSOFT CORP
13,615$5.1B4.40%
4
IJRISHARES TR
45,242$4.7B4.07%
5
FTECFIDELITY COVINGTON TRUST
26,400$4.3B3.66%
6
AAPLAPPLE INC
17,813$4.0B3.40%
7
USFRWISDOMTREE TR
78,316$3.9B3.39%
8
SPSBSPDR SER TR
118,255$3.6B3.06%
9
GOOGLALPHABET INC
20,711$3.2B2.76%
10
SPMDSPDR SER TR
62,035$3.2B2.73%
11
SPDWSPDR INDEX SHS FDS
87,199$3.2B2.73%
12
VIGVANGUARD SPECIALIZED FUNDS
16,141$3.1B2.69%
13
SPABSPDR SER TR
119,166$3.0B2.62%
14
AMZNAMAZON COM INC
15,210$2.9B2.49%
15
SRLNSSGA ACTIVE ETF TR
67,847$2.8B2.40%
16
JPMJPMORGAN CHASE & CO.
11,209$2.7B2.37%
17
SPYGSPDR SER TR
32,976$2.7B2.28%
18
SPLBSPDR SER TR
115,148$2.6B2.24%
19
SPIBSPDR SER TR
73,870$2.5B2.11%
20
RMBS*RAMBUS INC DEL
42,275$2.2B1.88%
21
AVGOBROADCOM INC
12,600$2.1B1.82%
22
LVLNSPDR SER TR
57,970$1.9B1.62%
23
LRCXLAM RESEARCH CORP
25,360$1.8B1.59%
24
FENYFIDELITY COVINGTON TRUST
69,861$1.8B1.54%
25
FHLCFIDELITY COVINGTON TRUST
25,529$1.7B1.50%
26
GLDMWORLD GOLD TR
27,189$1.7B1.45%
27
MPCMARATHON PETE CORP
10,995$1.6B1.38%
28
FNCLFIDELITY COVINGTON TRUST
21,878$1.5B1.31%
29
QCOMQUALCOMM INC
9,705$1.5B1.28%
30
COPCONOCOPHILLIPS
12,799$1.3B1.16%
31
METAMETA PLATFORMS INC
1,954$1.1B0.97%
32
EOGEOG RES INC
6,890$883.6M0.76%
33
BLKBLACKROCK INC
794$751.5M0.65%
34
MRKMERCK & CO INC
7,686$689.9M0.59%
35
UNHUNITEDHEALTH GROUP INC
1,309$685.6M0.59%
36
MOALTRIA GROUP INC
10,850$651.2M0.56%
37
BXBLACKSTONE INC
4,575$639.5M0.55%
38
DVNDEVON ENERGY CORP NEW
16,564$619.5M0.53%
39
CSCOCISCO SYS INC
9,932$612.9M0.53%
40
GSGOLDMAN SACHS GROUP INC
1,114$608.6M0.52%
41
FDISFIDELITY COVINGTON TRUST
6,737$569.3M0.49%
42
JNJJOHNSON & JOHNSON
3,410$565.5M0.49%
43
FCXFREEPORT-MCMORAN INC
14,901$564.2M0.49%
44
ACWVISHARES INC
4,670$543.4M0.47%
45
SCHWSCHWAB CHARLES CORP
6,877$538.3M0.46%
46
MAMASTERCARD INCORPORATED
967$530.0M0.46%
47
NOCNORTHROP GRUMMAN CORP
1,034$529.4M0.46%
48
VSTVISTRA CORP
4,505$529.1M0.46%
49
NFLXNETFLIX INC
543$506.4M0.44%
50
VTIVANGUARD INDEX FDS
1,831$503.2M0.43%
51
LMTLOCKHEED MARTIN CORP
995$444.5M0.38%
52
VCSHVANGUARD SCOTTSDALE FDS
5,150$406.5M0.35%
53
CRWDCROWDSTRIKE HLDGS INC
1,122$395.6M0.34%
54
EMXCISHARES INC
7,069$389.4M0.34%
55
NXPINXP SEMICONDUCTORS N V
1,900$361.1M0.31%
56
IBMINTERNATIONAL BUSINESS MACHS
1,417$352.4M0.30%
57
NEENEXTERA ENERGY INC
4,818$341.5M0.29%
58
HDHOME DEPOT INC
924$338.6M0.29%
59
CEGCONSTELLATION ENERGY CORP
1,475$297.4M0.26%
60
LLYELI LILLY & CO
357$294.9M0.25%
61
AXPAMERICAN EXPRESS CO
1,085$291.9M0.25%
62
IWFISHARES TR
800$288.9M0.25%
63
MDTMEDTRONIC PLC
3,025$271.8M0.23%
64
NEMNEWMONT CORP
5,014$242.1M0.21%
65
ASMLASML HOLDING N V
340$225.3M0.19%
66
UBERUBER TECHNOLOGIES INC
3,087$224.9M0.19%
67
CMCSACOMCAST CORP NEW
5,970$220.3M0.19%
68
CATCATERPILLAR INC
650$214.4M0.18%