Aspect Partners, LLC
Top Portfolio Positions
582 positions ·
$54,630,056 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
28,181 | $18,327,231 | 33.55% | |
| GLD |
Spdr Gold Trust
|
22,511 | $9,686,258 | 17.73% | |
| IAU |
Ishares Gold Trust
|
73,490 | $6,478,878 | 11.86% | |
| SGOL |
abrdn Gold ETF Trust
|
78,781 | $3,515,208 | 6.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,657 | $2,110,747 | 3.86% | |
| GSG |
iShares S&P GSCI Commodity-Indexed Trust
|
23,629 | $762,035 | 1.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,159 | $657,924 | 1.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,648 | $618,919 | 1.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,282 | $614,334 | 1.12% | |
| NVDA |
Nvidia Corp
Technology
|
3,221 | $561,741 | 1.03% |
Portfolio Trend
10 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,620 | 9 | Shares | Other | 2026-04-02 | |
| 2025-12-31 | $1,734 | 8 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $3,334 | 13 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,556 | 6 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,461 | 6 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $254 | 1 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $293 | 1 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $242 | 1 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $267 | 1 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $1,483 | 6 | Shares | Other | 2024-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||