Aspetuck Financial Management LLC Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$128.3B

Holdings

201

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
106,704$14.3B11.17%
2
FLRNSPDR SER TR
299,661$9.2B7.18%
3
MSFTMICROSOFT CORP
13,741$5.8B4.51%
4
IJRISHARES TR
48,711$5.6B4.37%
5
FTECFIDELITY COVINGTON TRUST
25,295$4.7B3.64%
6
AAPLAPPLE INC
18,013$4.5B3.52%
7
USFRWISDOMTREE TR
81,177$4.1B3.18%
8
GOOGLALPHABET INC
20,996$4.0B3.10%
9
SPSBSPDR SER TR
117,061$3.5B2.72%
10
SPLBSPDR SER TR
148,732$3.3B2.58%
11
AMZNAMAZON COM INC
14,987$3.3B2.56%
12
VIGVANGUARD SPECIALIZED FUNDS
16,226$3.2B2.48%
13
SPMDSPDR SER TR
55,505$3.0B2.37%
14
SPABSPDR SER TR
119,291$3.0B2.32%
15
AVGOBROADCOM INC
12,650$2.9B2.29%
16
SPYGSPDR SER TR
33,196$2.9B2.27%
17
SPDWSPDR INDEX SHS FDS
84,980$2.9B2.26%
18
JPMJPMORGAN CHASE & CO.
11,234$2.7B2.10%
19
SPIBSPDR SER TR
73,275$2.4B1.87%
20
SRLNSSGA ACTIVE ETF TR
57,050$2.4B1.86%
21
RMBS*RAMBUS INC DEL
42,275$2.2B1.74%
22
LVLNSPDR SER TR
58,010$1.9B1.49%
23
LRCXLAM RESEARCH CORP
25,360$1.8B1.43%
24
FENYFIDELITY COVINGTON TRUST
69,666$1.7B1.29%
25
FHLCFIDELITY COVINGTON TRUST
23,627$1.5B1.20%
26
MPCMARATHON PETE CORP
10,995$1.5B1.20%
27
QCOMQUALCOMM INC
9,705$1.5B1.16%
28
GLDMWORLD GOLD TR
28,114$1.5B1.14%
29
MRKMERCK & CO INC
13,810$1.4B1.07%
30
FNCLFIDELITY COVINGTON TRUST
18,385$1.3B0.98%
31
COPCONOCOPHILLIPS
12,099$1.2B0.94%
32
METAMETA PLATFORMS INC
1,904$1.1B0.87%
33
EOGEOG RES INC
6,990$856.8M0.67%
34
BLKBLACKROCK INC
804$824.2M0.64%
35
BXBLACKSTONE INC
4,273$736.8M0.57%
36
FDISFIDELITY COVINGTON TRUST
6,949$677.3M0.53%
37
UNHUNITEDHEALTH GROUP INC
1,314$664.7M0.52%
38
GSGOLDMAN SACHS GROUP INC
1,139$652.2M0.51%
39
CSCOCISCO SYS INC
9,932$588.0M0.46%
40
FCXFREEPORT-MCMORAN INC
14,901$567.4M0.44%
41
ACWVISHARES INC
5,054$551.9M0.43%
42
DVNDEVON ENERGY CORP NEW
16,589$543.0M0.42%
43
MOALTRIA GROUP INC
103,768$542.6M0.42%
44
VTIVANGUARD INDEX FDS
1,831$530.6M0.41%
45
MAMASTERCARD INCORPORATED
997$525.0M0.41%
46
VSTVISTRA CORP
3,803$524.3M0.41%
47
SCHWSCHWAB CHARLES CORP
7,027$520.1M0.41%
48
NFLXNETFLIX INC
558$497.4M0.39%
49
JNJJOHNSON & JOHNSON
3,410$493.2M0.38%
50
LMTLOCKHEED MARTIN CORP
1,005$488.4M0.38%
51
EMXCISHARES INC
8,420$466.9M0.36%
52
VCSHVANGUARD SCOTTSDALE FDS
5,150$401.8M0.31%
53
NXPINXP SEMICONDUCTORS N V
1,900$394.9M0.31%
54
CRWDCROWDSTRIKE HLDGS INC
1,136$388.7M0.30%
55
HDHOME DEPOT INC
949$369.2M0.29%
56
NEENEXTERA ENERGY INC
4,818$345.4M0.27%
57
NOCNORTHROP GRUMMAN CORP
734$344.5M0.27%
58
CEGCONSTELLATION ENERGY CORP
1,475$330.0M0.26%
59
AXPAMERICAN EXPRESS CO
1,085$322.0M0.25%
60
IWFISHARES TR
800$321.3M0.25%
61
IBMINTERNATIONAL BUSINESS MACHS
1,417$311.5M0.24%
62
PRUPRUDENTIAL FINL INC
2,440$289.2M0.23%
63
ASMLASML HOLDING N V
413$286.2M0.22%
64
TSLATESLA INC
624$252.0M0.20%
65
MDTMEDTRONIC PLC
3,125$249.6M0.19%
66
VRTVERTIV HOLDINGS CO
2,078$236.1M0.18%
67
CATCATERPILLAR INC
650$235.8M0.18%
68
LLYELI LILLY & CO
292$225.4M0.18%
69
CMCSACOMCAST CORP NEW
5,970$224.1M0.17%
70
ACNACCENTURE PLC IRELAND
560$197.0M0.15%
71
BABOEING CO
1,105$195.6M0.15%
72
UBERUBER TECHNOLOGIES INC
3,207$193.4M0.15%
73
NEMNEWMONT CORP
5,014$186.6M0.15%
74
SPYSPDR S&P 500 ETF TR
257$150.6M0.12%
75
DHID R HORTON INC
1,033$144.4M0.11%
76
4I1PHILIP MORRIS INTL INC
1,200$144.4M0.11%
77
BACBANK AMERICA CORP
3,152$138.5M0.11%
78
MDLZMONDELEZ INTL INC
2,231$133.3M0.10%
79
MLB1MERCADOLIBRE INC
75$127.5M0.10%
80
OCOWENS CORNING NEW
725$123.5M0.10%
81
GOOGALPHABET INC
640$121.9M0.09%
82
NVONOVO-NORDISK A S
1,401$120.5M0.09%
83
XELXCEL ENERGY INC
1,760$118.8M0.09%
84
NOWSERVICENOW INC
100$106.0M0.08%
85
IDIINTERDIGITAL INC
500$96.9M0.08%
86
PINSPINTEREST INC
3,333$96.7M0.08%
87
PAYCPAYCOM SOFTWARE INC
450$92.2M0.07%
88
MSIMOTOROLA SOLUTIONS INC
185$85.5M0.07%
89
SHOPSHOPIFY INC
780$82.9M0.06%
90
SAPSAP SE
300$73.9M0.06%
91
HIGHARTFORD FINL SVCS GROUP INC
670$73.3M0.06%
92
MCOMOODYS CORP
150$71.0M0.06%
93
GEGE AEROSPACE
400$66.7M0.05%
94
BSXBOSTON SCIENTIFIC CORP
718$64.1M0.05%
95
CVXCHEVRON CORP NEW
440$63.7M0.05%
96
IWRISHARES TR
706$62.4M0.05%
97
RIORIO TINTO PLC
1,000$58.8M0.05%
98
BIPBROOKFIELD INFRAST PARTNERS
1,800$57.2M0.04%
99
ABTABBOTT LABS
500$56.6M0.04%
100
TXNTEXAS INSTRS INC
300$56.3M0.04%
Page 1 of 3Next