Aspetuck Financial Management LLC

data from 30/09/2025

Capitalization

$ 146.000 M 10.06 %

Average holding period

3 ans

Performance

$ 22.276 M 18.20 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Aspetuck Financial Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 13.46% 19.654 M $ 105339 2024/12/31 3.011 M $ 18.10 %
2025/09/30 FLRN SPDR SERIES TRUST 6.84% 9.985 M $ 323542 2024/12/31 9.738 K $ 0.10 %
2025/09/30 MSFT MICROSOFT CORP 4.84% 7.071 M $ 13651 2024/12/31 279.713 K $ 4.13 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 4.03% 5.882 M $ 26477 2024/12/31 660.950 K $ 12.65 %
2025/09/30 IJR ISHARES TR 3.64% 5.321 M $ 44778 2024/12/31 428.527 K $ 8.73 %
2025/09/30 GOOGL ALPHABET INC 3.43% 5.001 M $ 20571 2024/12/31 1.376 M $ 37.94 %
2025/09/30 AAPL APPLE INC 3.09% 4.507 M $ 17702 2024/12/31 873.265 K $ 24.11 %
2025/09/30 RMBS RAMBUS INC DEL 3.02% 4.405 M $ 42275 2024/12/31 1.699 M $ 62.76 %
2025/09/30 SPDW SPDR INDEX SHS FDS 2.96% 4.327 M $ 101131 2024/12/31 231.692 K $ 5.68 %
2025/09/30 AVGO BROADCOM INC 2.85% 4.157 M $ 12600 2024/12/31 683.676 K $ 19.68 %
2025/09/30 SPSB SPDR SERIES TRUST 2.46% 3.587 M $ 118419 2024/12/31 11.864 K $ 0.33 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.42% 3.536 M $ 11209 2024/12/31 286.053 K $ 8.80 %
2025/09/30 SPMD SPDR SERIES TRUST 2.42% 3.535 M $ 61820 2024/12/31 174.135 K $ 5.17 %
2025/09/30 USFR WISDOMTREE TR 2.36% 3.452 M $ 68669 2024/12/31 -2.968 K $ -0.08 %
2025/09/30 SPYG SPDR SERIES TRUST 2.33% 3.398 M $ 32517 2024/12/31 301.615 K $ 9.64 %
2025/09/30 LRCX LAM RESEARCH CORP 2.30% 3.362 M $ 25110 2024/12/31 921.677 K $ 37.56 %
2025/09/30 AMZN AMAZON COM INC 2.30% 3.351 M $ 15260 2024/12/31 2.738 K $ 0.08 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 2.28% 3.329 M $ 15426 2024/12/31 174.984 K $ 5.43 %
2025/09/30 SPAB SPDR SERIES TRUST 2.11% 3.078 M $ 119065 2024/12/31 29.791 K $ 0.98 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 2.02% 2.952 M $ 70997 2024/12/31 -680.000 $ -0.02 %
2025/09/30 SPLB SPDR SERIES TRUST 1.92% 2.810 M $ 121548 2024/12/31 66.906 K $ 2.44 %
2025/09/30 SPIB SPDR SERIES TRUST 1.89% 2.765 M $ 81587 2024/12/31 25.270 K $ 0.92 %
2025/09/30 GLDM WORLD GOLD TR 1.47% 2.151 M $ 28133 2024/12/31 308.357 K $ 16.68 %
2025/09/30 MPC MARATHON PETE CORP 1.42% 2.071 M $ 10745 2024/12/31 286.139 K $ 16.03 %
2025/09/30 PSK SPDR SERIES TRUST 1.31% 1.907 M $ 57670 2024/12/31 75.940 K $ 4.12 %
2025/09/30 FHLC FIDELITY COVINGTON TRUST 1.25% 1.829 M $ 27345 2024/12/31 77.187 K $ 4.57 %
2025/09/30 FENY FIDELITY COVINGTON TRUST 1.15% 1.680 M $ 67943 2024/12/31 88.247 K $ 5.42 %
2025/09/30 FNCL FIDELITY COVINGTON TRUST 1.12% 1.637 M $ 21446 2024/12/31 49.408 K $ 3.11 %
2025/09/30 QCOM QUALCOMM INC 1.11% 1.621 M $ 9744 2024/12/31 68.898 K $ 4.46 %
2025/09/30 META META PLATFORMS INC 0.96% 1.400 M $ 1907 2024/12/31 -7.253 K $ -0.50 %
2025/09/30 COP CONOCOPHILLIPS 0.79% 1.159 M $ 12249 2024/12/31 62.075 K $ 5.40 %
2025/09/30 BLK BLACKROCK INC 0.63% 916.374 K $ 786 2024/12/31 91.663 K $ 11.11 %
2025/09/30 MRK MERCK & CO INC 0.62% 902.164 K $ 10749 2024/12/31 36.485 K $ 6.03 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.61% 887.134 K $ 1114 2024/12/31 98.700 K $ 12.52 %
2025/09/30 VST VISTRA CORP 0.59% 867.926 K $ 4430 2024/12/31 9.505 K $ 1.09 %
2025/09/30 BX BLACKSTONE INC 0.57% 836.311 K $ 4895 2024/12/31 97.097 K $ 14.22 %
2025/09/30 MO ALTRIA GROUP INC 0.55% 796.023 K $ 12050 2024/12/31 80.615 K $ 12.67 %
2025/09/30 EOG EOG RES INC 0.53% 766.901 K $ 6840 2024/12/31 -51.606 K $ -6.26 %
2025/09/30 MA MASTERCARD INCORPORATED 0.50% 734.903 K $ 1292 2024/12/31 8.140 K $ 1.22 %
2025/09/30 NFLX NETFLIX INC 0.47% 680.987 K $ 568 2024/12/31 -76.134 K $ -10.47 %
2025/09/30 CSCO CISCO SYS INC 0.47% 679.479 K $ 9931 2024/12/31 -9.533 K $ -1.38 %
2025/09/30 FDIS FIDELITY COVINGTON TRUST 0.46% 678.428 K $ 6595 2024/12/31 62.550 K $ 9.35 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.43% 627.647 K $ 3385 2024/12/31 111.404 K $ 21.39 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.43% 625.519 K $ 6552 2024/12/31 27.820 K $ 4.64 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.42% 614.804 K $ 1009 2024/12/31 110.870 K $ 21.87 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.39% 573.722 K $ 16364 2024/12/31 53.833 K $ 10.22 %
2025/09/30 VTI VANGUARD INDEX FDS 0.39% 568.062 K $ 1731 2024/12/31 44.383 K $ 7.98 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.38% 561.866 K $ 14326 2024/12/31 -60.611 K $ -9.53 %
2025/09/30 ACWV ISHARES INC 0.38% 560.026 K $ 4670 2024/12/31 6.304 K $ 1.14 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.37% 546.774 K $ 1115 2024/12/31 -21.201 K $ -3.72 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.37% 541.643 K $ 1085 2024/12/31 35.709 K $ 7.79 %
2025/09/30 NEM NEWMONT CORP 0.33% 488.071 K $ 5789 2024/12/31 151.454 K $ 44.71 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.33% 477.152 K $ 1450 2024/12/31 9.307 K $ 1.96 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.31% 453.033 K $ 3003 2024/12/31 65.733 K $ 17.48 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.29% 421.301 K $ 1850 2024/12/31 17.324 K $ 4.23 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.29% 420.921 K $ 1219 2024/12/31 41.795 K $ 10.68 %
2025/09/30 EMXC ISHARES INC 0.28% 402.427 K $ 5961 2024/12/31 30.126 K $ 6.92 %
2025/09/30 HD HOME DEPOT INC 0.26% 386.551 K $ 954 2024/12/31 35.620 K $ 10.51 %
2025/09/30 LLY ELI LILLY & CO 0.26% 379.211 K $ 497 2024/12/31 -8.380 K $ -2.12 %
2025/09/30 IWF ISHARES TR 0.26% 374.728 K $ 800 2024/12/31 35.064 K $ 10.32 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.25% 367.678 K $ 4600 2024/12/31 1.978 K $ 0.54 %
2025/09/30 NEE NEXTERA ENERGY INC 0.25% 359.030 K $ 4756 2024/12/31 28.565 K $ 8.74 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.23% 342.125 K $ 1030 2024/12/31 14.432 K $ 4.13 %
2025/09/30 FUTY FIDELITY COVINGTON TRUST 0.22% 323.855 K $ 5735 2024/12/31 17.356 K $ 7.36 %
2025/09/30 CAT CATERPILLAR INC 0.21% 310.148 K $ 650 2024/12/31 57.811 K $ 22.91 %
2025/09/30 ASML ASML HOLDING N V 0.21% 305.916 K $ 316 2024/12/31 54.510 K $ 20.80 %
2025/09/30 MDT MEDTRONIC PLC 0.20% 288.101 K $ 3025 2024/12/31 24.411 K $ 9.26 %
2025/09/30 DHI D R HORTON INC 0.20% 285.218 K $ 1683 2024/12/31 68.245 K $ 31.45 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.18% 268.144 K $ 2737 2024/12/31 14.416 K $ 5.01 %
2025/09/30 BA BOEING CO 0.16% 238.492 K $ 1105 2024/12/31 6.961 K $ 3.01 %
2025/09/30 TSLA TESLA INC 0.15% 221.471 K $ 498 2025/09/30 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CMCSA COMCAST CORP NEW 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %