IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Aspect Partners, LLC

Q2 2024 Holdings

Filed 2024-07-15 | 656 holdings | $168.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
American Elec PWR Co Inc COM(AEP)Stock025537101$6.5K740.0%
Invesco Bulletshares 2025 High Yield Corporate Bond ETF(BSJP)ETF46138J817$6.5K2850.0%
The Cigna Group COM(CI)Stock125523100$6.6K200.0%
Pegasystems Inc COM(PEGA)Stock705573103$6.6K1090.0%
CSX Corp COM(CSX)Stock126408103$6.7K2010.0%
Humana Inc COM(HUM)Stock444859102$6.7K180.0%
Republic Svcs Inc COM(RSG)Stock760759100$6.8K350.0%
Equinix Inc COM(EQIX)REIT29444U700$6.8K90.0%
Constellation Energy Corp COM(CEG)Stock21037T109$6.8K340.0%
Norfolk Southn Corp COM(NSC)Stock655844108$6.9K320.0%
Prudential Finl Inc COM(PRU)Stock744320102$6.9K590.0%
Invesco Ftse Rafi Developed Markets Ex-US Small-Mid ETF(PDN)ETF46138E735$7.0K2180.0%
Raymond James Finl Inc COM(RJF)Stock754730109$7.0K570.0%
Metlife Inc COM(MET)Stock59156R108$7.1K1010.0%
Avantis U.S. Large Cap Value ETF(AVLV)ETF025072349$7.1K1130.0%
Skyworks Solutions Inc COM(SWKS)Stock83088M102$7.1K670.0%
Dimensional Emerging Markets Core Equity 2 ETF(DFEM)ETF25434V732$7.2K2680.0%
Valero Energy Corp COM(VLO)Stock91913Y100$7.2K460.0%
Larimar Therapeutics Inc COM(LRMR)Stock517125100$7.3K1,0000.0%
NRG Energy Inc COM New(NRG)Stock629377508$7.5K960.0%
CMS Energy Corp COM(CMS)Stock125896100$7.5K1260.0%
Occidental Pete Corp COM(OXY)Stock674599105$7.6K1200.0%
Chubb Limited COM(CB)StockH1467J104$7.7K300.0%
Ford MTR Co del COM(F)Stock345370860$7.8K6230.0%
Hartford Finl Svcs Group Inc COM(HIG)Stock416515104$7.8K780.0%
Booking Holdings Inc COM(BKNG)Stock09857L108$7.9K20.0%
Ishares Ibonds DEC 2027 Term Muni Bond ETF(IBMP)ETF46435U283$8.0K3210.0%
State STR Corp COM(STT)Stock857477103$8.1K1100.0%
Vaneck BDC Income ETF(BIZD)ETF92189F411$8.2K4760.0%
Kimberly-Clark Corp COM(KMB)Stock494368103$8.2K590.0%
Schlumberger LTD COM STK(SLB)Stock806857108$8.3K1760.0%
Ross Stores Inc COM(ROST)Stock778296103$8.4K580.0%
Omnicom Group Inc COM(OMC)Stock681919106$8.4K940.0%
Nuveen MUN Value FD Inc COM(NUV)CEF670928100$8.6K1,0000.0%
L3harris Technologies Inc COM(LHX)Stock502431109$8.8K390.0%
Ametek Inc COM(AME)Stock031100100$8.8K530.0%
Southern Co COM(SO)Stock842587107$8.8K1140.0%
Ingersoll Rand Inc COM(IR)Stock45687V106$8.9K980.0%
Analog Devices Inc COM(ADI)Stock032654105$8.9K390.0%
Global X Nasdaq 100 Covered Call ETF(QYLD)ETF37954Y483$9.0K5080.0%
Tyson Foods Inc CL A(TSN)Stock902494103$9.0K1580.0%
GE Vernova Inc COM(GEV)Stock36828A101$9.3K540.0%
Vaneck Semiconductor ETF(SMH)ETF92189F676$9.4K360.0%
First Trust Morningstar Dividend Leaders Index Fund(FDL)ETF336917109$9.4K2480.0%
Pulte Group Inc COM(PHM)Stock745867101$9.6K870.0%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$9.6K250.0%
Uber Technologies Inc COM(UBER)Stock90353T100$9.7K1330.0%
Deere & Co COM(DE)Stock244199105$9.7K260.0%
Ishares Semiconductor ETF(SOXX)ETF464287523$9.9K400.0%
Microchip Technology Inc. COM(MCHP)Stock595017104$9.9K1080.0%
PreviousPage 6 of 12Next