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ASPETUCK FINANCIAL MANAGEMENT LLC
ASPETUCK FINANCIAL MANAGEMENT LLC
Latest filing: 2026-06-30
ASPETUCK FINANCIAL MANAGEMENT LLC runs ASPETUCK FINANCIAL MANAGEMENT LLC and currently holds 79 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $169.86M. Their top holdings are NVDA, LRCX, FLRN, FTEC, GOOGL. The top five represent 33.5% of reported portfolio weight. ASPETUCK FINANCIAL MANAGEMENT LLC ranks #749 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ASPETUCK FINANCIAL MANAGEMENT LLC initiated 4 new positions. They added to 41 existing positions. They trimmed 16 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
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79 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION COM | 12.46% | $134.77 | $214.76 | +59.35% | Added +0.37% |
 LRCX LAM RESEARCH CORP COM NEW | 6.39% | $72.25 | $314.00 | +334.60% | Trimmed -0.26% |
 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 5.77% | $30.74 | $30.83 | +0.28% | Added +1.20% |
 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 4.77% | $189.11 | $282.55 | +49.41% | Added +4.73% |
 GOOGL ALPHABET INC CAP STK CL A | 4.15% | $189.51 | $344.82 | +81.95% | Added +0.13% |
 IJR ISHARES CORE S&P SMALL CAP ETF | 3.95% | $115.45 | $147.28 | +27.57% | Added +0.17% |
 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 3.13% | $35.53 | $52.01 | +46.38% | Added +1.07% |
 MSFT MICROSOFT CORP COM | 3.07% | $420.67 | $483.24 | +14.87% | Added +1.25% |
 AAPL APPLE INC COM | 3.07% | $250.75 | $309.35 | +23.37% | Added +0.73% |
 RMBS RAMBUS INC DEL COM | 2.98% | $52.86 | $91.24 | +72.61% | Held |
Showing 1-10 of 79