MondegarAI
Aspetuck Financial Management LLC

Q4 2024 · 13F-HR

Aspetuck Financial Management LLCholdings as filed

Filed 2025-04-24 · accession 0002048608-25-000004

$128.3M
Reported value
201
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$14.3M11.2%106,704CommonSOLE
78468R200FLRNSPDR SER TR$9.2M7.18%299,661CommonSOLE
594918104MSFTMICROSOFT CORP$5.8M4.51%13,741CommonSOLE
464287804IJRISHARES TR$5.6M4.37%48,711CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$4.7M3.64%25,295CommonSOLE
037833100AAPLAPPLE INC$4.5M3.52%18,013CommonSOLE
97717Y527USFRWISDOMTREE TR$4.1M3.18%81,177CommonSOLE
02079K305GOOGLALPHABET INC$4.0M3.10%20,996CommonSOLE
78464A474SPSBSPDR SER TR$3.5M2.72%117,061CommonSOLE
78464A367SPLBSPDR SER TR$3.3M2.58%148,732CommonSOLE
023135106AMZNAMAZON COM INC$3.3M2.56%14,987CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.2M2.48%16,226CommonSOLE
78464A847SPMDSPDR SER TR$3.0M2.37%55,505CommonSOLE
78464A649SPABSPDR SER TR$3.0M2.32%119,291CommonSOLE
11135F101AVGOBROADCOM INC$2.9M2.29%12,650CommonSOLE
78464A409SPYGSPDR SER TR$2.9M2.27%33,196CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$2.9M2.26%84,980CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.7M2.10%11,234CommonSOLE
78464A375SPIBSPDR SER TR$2.4M1.87%73,275CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$2.4M1.86%57,050CommonSOLE
750917106RMBSRAMBUS INC DEL$2.2M1.74%42,275CommonSOLE
78464A292PSKSPDR SER TR$1.9M1.49%58,010CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.8M1.43%25,360CommonSOLE
316092402FENYFIDELITY COVINGTON TRUST$1.7M1.29%69,666CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$1.5M1.20%23,627CommonSOLE
56585A102MPCMARATHON PETE CORP$1.5M1.20%10,995CommonSOLE
747525103QCOMQUALCOMM INC$1.5M1.16%9,705CommonSOLE
98149E303GLDMWORLD GOLD TR$1.5M1.14%28,114CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M1.07%13,810CommonSOLE
316092501FNCLFIDELITY COVINGTON TRUST$1.3M0.98%18,385CommonSOLE
20825C104COPCONOCOPHILLIPS$1.2M0.94%12,099CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M0.87%1,904CommonSOLE
26875P101EOGEOG RES INC$856,8340.67%6,990CommonSOLE
09290D101BLKBLACKROCK INC$824,1880.64%804CommonSOLE
09260D107BXBLACKSTONE INC$736,7510.57%4,273CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$677,2500.53%6,949CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$664,7000.52%1,314CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$652,2140.51%1,139CommonSOLE
17275R102CSCOCISCO SYS INC$587,9740.46%9,932CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$567,4300.44%14,901CommonSOLE
464286525ACWVISHARES INC$551,8970.43%5,054CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$542,9580.42%16,589CommonSOLE
02209S103MOALTRIA GROUP INC$542,5810.42%103,768CommonSOLE
922908769VTIVANGUARD INDEX FDS$530,6420.41%1,831CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$524,9900.41%997CommonSOLE
92840M102VSTVISTRA CORP$524,3200.41%3,803CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$520,0680.41%7,027CommonSOLE
64110L106NFLXNETFLIX INC$497,3570.39%558CommonSOLE
478160104JNJJOHNSON & JOHNSON$493,1540.38%3,410CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$488,3700.38%1,005CommonSOLE
46434G764EMXCISHARES INC$466,8890.36%8,420CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$401,7520.31%5,150CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$394,9150.31%1,900CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$388,6940.30%1,136CommonSOLE
437076102HDHOME DEPOT INC$369,1520.29%949CommonSOLE
65339F101NEENEXTERA ENERGY INC$345,4020.27%4,818CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$344,4590.27%734CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$329,9720.26%1,475CommonSOLE
025816109AXPAMERICAN EXPRESS CO$322,0170.25%1,085CommonSOLE
464287614IWFISHARES TR$321,2640.25%800CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$311,4990.24%1,417CommonSOLE
744320102PRUPRUDENTIAL FINL INC$289,2130.23%2,440CommonSOLE
N07059210ASMLASML HOLDING N V$286,2420.22%413CommonSOLE
88160R101TSLATESLA INC$251,9960.20%624CommonSOLE
G5960L103MDTMEDTRONIC PLC$249,6250.19%3,125CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$236,0820.18%2,078CommonSOLE
149123101CATCATERPILLAR INC$235,7940.18%650CommonSOLE
532457108LLYELI LILLY & CO$225,4240.18%292CommonSOLE
20030N101CMCSACOMCAST CORP NEW$224,0540.17%5,970CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$197,0020.15%560CommonSOLE
097023105BABOEING CO$195,5850.15%1,105CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$193,4460.15%3,207CommonSOLE
651639106NEMNEWMONT CORP$186,6210.15%5,014CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$150,6230.12%257CommonSOLE
23331A109DHID R HORTON INC$144,4340.11%1,033CommonSOLE
718172109PMPHILIP MORRIS INTL INC$144,4200.11%1,200CommonSOLE
060505104BACBANK AMERICA CORP$138,5300.11%3,152CommonSOLE
609207105MDLZMONDELEZ INTL INC$133,2580.10%2,231CommonSOLE
58733R102MELIMERCADOLIBRE INC$127,5330.10%75CommonSOLE
690742101OCOWENS CORNING NEW$123,4820.10%725CommonSOLE
02079K107GOOGALPHABET INC$121,8820.09%640CommonSOLE
670100205NVONOVO-NORDISK A S$120,5140.09%1,401CommonSOLE
98389B100XELXCEL ENERGY INC$118,8350.09%1,760CommonSOLE
81762P102NOWSERVICENOW INC$106,0120.08%100CommonSOLE
45867G101IDCCINTERDIGITAL INC$96,8600.08%500CommonSOLE
72352L106PINSPINTEREST INC$96,6570.08%3,333CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$92,2370.07%450CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$85,5130.07%185CommonSOLE
82509L107SHOPSHOPIFY INC$82,9370.06%780CommonSOLE
803054204SAPSAP SE$73,8630.06%300CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$73,2980.06%670CommonSOLE
615369105MCOMOODYS CORP$71,0060.06%150CommonSOLE
369604301GEGE AEROSPACE$66,7160.05%400CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$64,1320.05%718CommonSOLE
166764100CVXCHEVRON CORP NEW$63,7300.05%440CommonSOLE
464287499IWRISHARES TR$62,4100.05%706CommonSOLE
767204100RIORIO TINTO PLC$58,8100.05%1,000CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$57,2220.04%1,800CommonSOLE
002824100ABTABBOTT LABS$56,5550.04%500CommonSOLE
882508104TXNTEXAS INSTRS INC$56,2530.04%300CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$50,7270.04%550CommonSOLE
29364G103ETRENTERGY CORP NEW$50,0410.04%660CommonSOLE
637417106NNNNNN REIT INC$49,8370.04%1,220CommonSOLE
74340W103PLDPROLOGIS INC.$48,9390.04%463CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$48,7700.04%1,000CommonSOLE
78463V107GLDSPDR GOLD TR$48,4260.04%200CommonSOLE
04010L103ARCCARES CAPITAL CORP$45,9690.04%2,100CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$45,8140.04%50CommonSOLE
98980G102ZSZSCALER INC$45,6440.04%253CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$44,7230.03%524CommonSOLE
852234103XYZBLOCK INC$42,4950.03%500CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$41,8030.03%388CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$40,8050.03%500CommonSOLE
55261F104MTBM & T BK CORP$37,6020.03%200CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$37,3900.03%500CommonSOLE
88339J105TTDTHE TRADE DESK INC$35,2590.03%300CommonSOLE
771049103RBLXROBLOX CORP$34,7160.03%600CommonSOLE
742718109PGPROCTER AND GAMBLE CO$33,5300.03%200CommonSOLE
36828A101GEVGE VERNOVA INC$32,8930.03%100CommonSOLE
969457100WMBWILLIAMS COS INC$32,4720.03%600CommonSOLE
05464C101AXONAXON ENTERPRISE INC$29,7160.02%50CommonSOLE
052769106ADSKAUTODESK INC$29,5570.02%100CommonSOLE
316092709FIDUFIDELITY COVINGTON TRUST$28,8970.02%411CommonSOLE
031162100AMGNAMGEN INC$27,6280.02%106CommonSOLE
90138F102TWLOTWILIO INC$27,0200.02%250CommonSOLE
226552107CXDOCREXENDO INC$26,1500.02%5,000CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$24,9020.02%21CommonSOLE
00287Y109ABBVABBVIE INC$24,6940.02%139CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$24,3330.02%98CommonSOLE
11271J107BNBROOKFIELD CORP$24,1860.02%421CommonSOLE
458140100INTCINTEL CORP$24,0600.02%1,200CommonSOLE
217204106CPRTCOPART INC$22,7260.02%396CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$22,6180.02%200CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$21,8350.02%120CommonSOLE
89832Q109TFCTRUIST FINL CORP$21,6900.02%500CommonSOLE
29444U700EQIXEQUINIX INC$21,6860.02%23CommonSOLE
594972408MSTRMICROSTRATEGY INC$20,2730.02%70CommonSOLE
94106L109WMWASTE MGMT INC DEL$20,1790.02%100CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$20,1280.02%452CommonSOLE
316092873FCOMFIDELITY COVINGTON TRUST$19,6650.02%335CommonSOLE
461202103INTUINTUIT$18,8550.01%30CommonSOLE
26856L103ELFE L F BEAUTY INC$18,8330.01%150CommonSOLE
56501R106MFCMANULIFE FINL CORP$18,1190.01%590CommonSOLE
95082P105WCCWESCO INTL INC$18,0960.01%100CommonSOLE
Y2573F102FLEXFLEX LTD$18,0430.01%470CommonSOLE
256163106DOCUDOCUSIGN INC$17,9880.01%200CommonSOLE
929160109VMCVULCAN MATLS CO$16,9770.01%66CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$16,9580.01%200CommonSOLE
427866108HSYHERSHEY CO$16,9350.01%100CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$16,4400.01%600CommonSOLE
40434L105HPQHP INC$16,3150.01%500CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$15,7980.01%477CommonSOLE
067901108ABXBARRICK GOLD CORP$15,5000.01%1,000CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$15,0530.01%163CommonSOLE
974155103WINGWINGSTOP INC$14,2100.01%50CommonSOLE
038222105AMATAPPLIED MATLS INC$13,6610.01%84CommonSOLE
904767704UNILEVER PLC$12,7580.01%225CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$12,6100.01%100CommonSOLE
049468101TEAMATLASSIAN CORPORATION$12,1690.01%50CommonSOLE
46428Q109SLVISHARES SILVER TR$11,5060.01%437CommonSOLE
526057104LENLENNAR CORP$11,0460.01%81CommonSOLE
G87052109TELTE CONNECTIVITY PLC$10,7230.01%75CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$10,6750.01%500CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$10,4460.01%136CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$10,3980.01%133CommonSOLE
25809K105DASHDOORDASH INC$10,0650.01%60CommonSOLE
004397105ARAYACCURAY INC$9,9000.01%5,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$9,6630.01%80CommonSOLE
69553P100PDPAGERDUTY INC$9,1300.01%500CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$8,9480.01%20CommonSOLE
565394103CARTMAPLEBEAR INC$8,2840.01%200CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8,2840.01%45CommonSOLE
66987V109NVSNOVARTIS AG$8,2710.01%85CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7,9980.01%200CommonSOLE
550021109LULULULULEMON ATHLETICA INC$7,6480.01%20CommonSOLE
774374300RMTIROCKWELL MED INC$7,4170.01%3,636CommonSOLE
780259305SHELSHELL PLC$6,2650.00%100CommonSOLE
78464A102XNTKSPDR SER TR$5,0450.00%25CommonSOLE
907818108UNPUNION PAC CORP$4,5610.00%20CommonSOLE
654106103NKENIKE INC$4,5400.00%60CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4,4940.00%39CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4,2340.00%71CommonSOLE
09228F103BBBLACKBERRY LTD$3,7800.00%1,000CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$3,6170.00%114CommonSOLE
336433107FSLRFIRST SOLAR INC$3,5250.00%20CommonSOLE
549498103CCIVGBPLUCID GROUP INC$3,0200.00%1,000CommonSOLE
464287226AGGISHARES TR$2,9070.00%30CommonSOLE
69380Q107PACSPACS GROUP INC$2,6220.00%200CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$2,4480.00%180CommonSOLE
00676P107ADEAADEIA INC$2,4470.00%175CommonSOLE
92823T207VHCVIRNETX HLDG CORP$2,3550.00%300CommonSOLE
806882106SCHN1EURRADIUS RECYCLING INC$2,2830.00%150CommonSOLE
922475108VEEVVEEVA SYS INC$2,1030.00%10CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1,9190.00%50CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$8390.00%42CommonSOLE
98423J101XPERXPERI INC$7190.00%70CommonSOLE
83304A106SNAPSNAP INC$5390.00%50CommonSOLE
78464A797KBESPDR SER TR$2770.00%5CommonSOLE
55024U109LITELUMENTUM HLDGS INC$2520.00%3CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$1820.00%18CommonSOLE
71360T200PRSOPERASO INC$20.00%2CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.