Holdings of Aspetuck Financial Management LLC
72 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 47.5 % of the equity sleeve
Sector breakdown
- Technology 27.8 %
- Communication 5.1 %
- Financials 5.1 %
- Energy 4.3 %
- Funds 3.9 %
- Consumer discretionary 3.1 %
- Industrials 2.4 %
- Health care 2.0 %
- Consumer staples 1.2 %
- Utilities 1.1 %
- Materials 1.0 %
- Unattributed 43.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 71 | 144.2M $ | 99.71 % |
| 2 | NL | 1 | 417.4K $ | 0.29 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | NVIDIA Corp | 105,421 | 18.4M $ | |
| 2 | SPDR Series Trust | 313,987 | 9.7M $ | |
| 3 | Alphabet Inc | 19,691 | 5.7M $ | |
| 4 | FIDELITY COVINGTON TRUST | 27,081 | 5.6M $ | |
| 5 | iShares Core S&P Small-Cap ETF | 45,216 | 5.6M $ | |
| 6 | Lam Research Corp | 25,114 | 5.4M $ | |
| 7 | Microsoft Corp | 13,809 | 5.1M $ | |
| 8 | State Street SPDR Portfolio Developed World ex-US ETF | 104,394 | 4.8M $ | |
| 9 | Apple Inc | 17,880 | 4.5M $ | |
| 10 | Broadcom Inc | 12,611 | 3.9M $ | |
| 11 | SPDR Series Trust | 63,617 | 3.8M $ | |
| 12 | SPDR Series Trust | 116,651 | 3.5M $ | |
| 13 | JPMorgan Chase & Co | 11,386 | 3.3M $ | |
| 14 | Rambus Inc | 38,175 | 3.3M $ | |
| 15 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 14,958 | 3.2M $ | |
| 16 | Amazon.com Inc | 15,383 | 3.2M $ | |
| 17 | State Street SPDR Portfolio Ag | 118,995 | 3M $ | |
| 18 | Marathon Petroleum Corp | 11,219 | 2.7M $ | |
| 19 | State Street Spdr Portfolio Intermediate Term Corporate Bond Etf | 81,482 | 2.7M $ | |
| 20 | State Street SPDR Portfolio Long Term Corporate Bond ETF | 121,429 | 2.7M $ | |
| 21 | SPDR Gold MiniShares Trust | 28,710 | 2.7M $ | |
| 22 | WisdomTree Trust | 46,560 | 2.3M $ | |
| 23 | State Street Blackstone Senior Loan ETF | 57,855 | 2.3M $ | |
| 24 | SPDR Series Trust | 23,631 | 2.3M $ | |
| 25 | FIDELITY COVINGTON TRUST | 62,629 | 2.1M $ | |
| 26 | FIDELITY COVINGTON TRUST | 27,577 | 1.9M $ | |
| 27 | State Street SPDR ICE Preferre | 55,965 | 1.7M $ | |
| 28 | ConocoPhillips | 12,249 | 1.6M $ | |
| 29 | Altria Group, Inc. | 22,875 | 1.5M $ | |
| 30 | QUALCOMM Inc | 10,319 | 1.3M $ | |
| 31 | Merck & Co Inc | 10,800 | 1.3M $ | |
| 32 | Meta Platforms Inc | 2,071 | 1.2M $ | |
| 33 | EOG Resources Inc | 6,965 | 1M $ | |
| 34 | Goldman Sachs Group Inc/The | 1,116 | 944.1K $ | |
| 35 | FIDELITY COVINGTON TRUST | 13,329 | 935.7K $ | |
| 36 | Freeport-McMoRan Inc | 14,448 | 849.3K $ | |
| 37 | Johnson & Johnson | 3,395 | 829.9K $ | |
| 38 | Devon Energy Corp | 16,414 | 826K $ | |
| 39 | Lockheed Martin Corp | 1,322 | 799K $ | |
| 40 | Cisco Systems, Inc. | 9,936 | 770.9K $ | |
| 41 | Blackrock Inc | 786 | 755.9K $ | |
| 42 | Vertiv Holdings Co | 3,003 | 752.5K $ | |
| 43 | Mastercard Inc | 1,506 | 752.5K $ | |
| 44 | Northrop Grumman Corp | 1,089 | 743K $ | |
| 45 | Vistra Corp | 4,832 | 726.4K $ | |
| 46 | Tesla Inc | 1,810 | 672.9K $ | |
| 47 | Newmont Corp | 6,164 | 667.3K $ | |
| 48 | Charles Schwab Corp/The | 6,721 | 631.6K $ | |
| 49 | Caterpillar Inc | 800 | 566.8K $ | |
| 50 | Blackstone Inc | 4,905 | 564K $ | |
| 51 | iShares MSCI Global Min Vol Factor ETF | 4,670 | 558.1K $ | |
| 52 | Vanguard Total Stock Market ETF | 1,731 | 555.3K $ | |
| 53 | Netflix Inc | 5,680 | 546.1K $ | |
| 54 | Ishares Inc | 6,445 | 507K $ | |
| 55 | NextEra Energy Inc | 5,056 | 469.6K $ | |
| 56 | Eli Lilly & Co | 494 | 454.4K $ | |
| 57 | Crowdstrike Holdings Inc | 1,115 | 435.3K $ | |
| 58 | FIDELITY COVINGTON TRUST | 7,246 | 428K $ | |
| 59 | Constellation Energy Corp. | 1,500 | 418.9K $ | |
| 60 | ASML Holding NV | 316 | 417.4K $ | |
| 61 | General Electric Co | 1,280 | 363.2K $ | |
| 62 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 4,400 | 348.8K $ | |
| 63 | Schwab US TIPS ETF | 12,400 | 330K $ | |
| 64 | UnitedHealth Group Inc | 1,219 | 329.8K $ | |
| 65 | Home Depot Inc/The | 954 | 313.8K $ | |
| 66 | American Express Co | 1,030 | 311.6K $ | |
| 67 | MPLX LP | 5,000 | 285.4K $ | |
| 68 | iShares Russell 1000 Growth ETF | 600 | 255.8K $ | |
| 69 | Boeing Co/The | 1,273 | 253.4K $ | |
| 70 | Chevron Corp | 1,153 | 238.6K $ | |
| 71 | DR Horton Inc | 1,685 | 231.2K $ | |
| 72 | Philip Morris International Inc. | 1,212 | 200.4K $ | |