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Aspect Partners, LLC

Q1 2025 Holdings

Filed 2025-04-24 | 699 holdings | $174.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Salesforce Inc COM(CRM)Stock79466L302$31.9K1190.0%
Schwab International Equity ETF(SCHF)ETF808524805$32.6K1,6470.0%
Technipfmc PLC COM(FTI)StockG87110105$33.3K1,0520.0%
Lowes COS Inc COM(LOW)Stock548661107$33.6K1440.0%
TJX COS Inc New COM(TJX)Stock872540109$33.6K2760.0%
Advanced Micro Devices Inc COM(AMD)Stock007903107$34.5K3360.0%
United States STL Corp New COM(USX1)Stock912909108$35.0K8290.0%
Boeing Co COM(BA)Stock097023105$35.7K2090.0%
Vanguard Value ETF(VTV)ETF922908744$35.8K2070.0%
Progressive Corp COM(PGR)Stock743315103$35.9K1270.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$36.1K2170.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$36.4K1190.0%
Proshares S&P Midcap 400 Dividend Aristocrats ETF(REGL)ETF74347B680$36.9K4570.0%
S&P Global Inc COM(SPGI)Stock78409V104$37.1K730.0%
Philip Morris Intl Inc COM(PM)Stock718172109$37.3K2350.0%
GE Aerospace COM New(GE)Stock369604301$37.4K1870.0%
Schwab Fundamental International Equity ETF(FNDF)ETF808524755$38.9K1,0770.0%
Wisdomtree U.S. Smallcap Dividend Fund(DES)ETF97717W604$39.0K1,2200.0%
Procter and Gamble Co COM(PG)Stock742718109$39.5K2320.0%
Bank America Corp COM(BAC)Stock060505104$40.1K9610.0%
Starbucks Corp COM(SBUX)Stock855244109$42.5K4330.0%
Invesco Semiconductors ETF(PSI)ETF46137V647$43.1K9110.0%
Goldman Sachs Group Inc COM(GS)Stock38141G104$46.4K850.0%
Linde PLC SHS(LIN)StockG54950103$47.5K1020.0%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$47.5K6600.0%
Dimensional Ultrashort Fixed Income ETF(DUSB)ETF25434V591$48.2K9510.0%
Ishares U.S. Home Construction ETF(ITB)ETF464288752$48.9K5130.0%
Edison Intl COM(EIX)Stock281020107$49.0K8310.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$49.0K7940.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$49.4K5550.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$49.9K910.0%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$52.1K6500.0%
Abbvie Inc COM(ABBV)Stock00287Y109$52.2K2490.0%
Costco Whsl Corp New COM(COST)Stock22160K105$53.0K560.0%
Cambria Emerging Shareholder Yield ETF(EYLD)ETF132061706$54.5K1,7170.0%
Walmart Inc COM(WMT)Stock931142103$55.5K6320.0%
Palo Alto Networks Inc COM(PANW)Stock697435105$55.6K3260.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$56.5K2,4120.0%
Tesla Inc COM(TSLA)Stock88160R101$59.3K2290.0%
Intel Corp COM(INTC)Stock458140100$61.0K2,6880.0%
Vanguard Consumer Staples ETF(VDC)ETF92204A207$61.1K2790.0%
Merck & Co Inc COM(MRK)Stock58933Y105$62.8K7000.0%
Proshares Msci Europe Dividend Growers ETF(EUDV)ETF74347B540$66.1K1,3400.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$66.8K7200.0%
Vert Global Sustainable Real Estate ETF(VGSR)ETF56170L695$68.9K6,7940.0%
Pimco Enhanced Short Maturity Active Exchange-Traded Fund(MINT)ETF72201R833$70.4K7000.0%
Schwab Fundamental U.S. Large Company ETF(FNDX)ETF808524771$71.0K3,0060.0%
Pepsico Inc COM(PEP)Stock713448108$73.2K4880.0%
ELI Lilly & Co COM(LLY)Stock532457108$78.5K950.0%
Netflix Inc COM(NFLX)Stock64110L106$80.2K860.0%
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