Aspetuck Financial Management LLC - Portfolio overview

Aspetuck Financial Management LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION COM, 12.52%
2. FLRN - STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF, 6.58%
3. GOOGL - ALPHABET INC CAP STK CL A, 3.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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