Basepoint Wealth
Latest statistics and disclosures from Basepoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PSLV, PHYS, DE, BRK.B, PEO, and represent 50.31% of Basepoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: GIL, OMC, USB, BIIB, UPS, IVW, IJR, VWO, V, MRK.
- Started 500 new stock positions in DIS, MPC, CFG, VRSK, BA, BDX, HBAN, PTON, HOG, ISCV.
- Reduced shares in these 10 stocks: PSLV, PHYS, TPR, HBI, IPG, JLL, MMM, GS, SMG, SCHX.
- Sold out of its positions in HBI, IPG, K.
- Basepoint Wealth was a net buyer of stock by $5.1M.
- Basepoint Wealth has $165M in assets under management (AUM), dropping by 16.61%.
- Central Index Key (CIK): 0002088236
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Portfolio Holdings for Basepoint Wealth
Basepoint Wealth holds 601 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Basepoint Wealth has 601 total positions. Only the first 250 positions are shown.
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- Download the Basepoint Wealth December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sprott Asset Management Lp Physical Silver Cef (PSLV) | 21.6 | $36M | -7% | 1.5M | 23.65 |
|
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 20.1 | $33M | -5% | 1.0M | 33.02 |
|
| Deere & Co Stock (DE) | 3.3 | $5.5M | 12k | 465.57 |
|
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 3.1 | $5.1M | 10k | 502.65 |
|
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| Adam Nat Res Cef (PEO) | 2.2 | $3.6M | 167k | 21.74 |
|
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| Apple Stock (AAPL) | 2.1 | $3.4M | 13k | 271.87 |
|
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| Nvidia Corporation Stock (NVDA) | 1.8 | $2.9M | +2% | 16k | 186.51 |
|
| Tapestry Stock (TPR) | 1.5 | $2.5M | -29% | 20k | 127.77 |
|
| Ingredion Stock (INGR) | 1.5 | $2.5M | 23k | 110.26 |
|
|
| General Dynamics Corp Stock (GD) | 1.5 | $2.5M | -4% | 7.3k | 336.69 |
|
| Microsoft Corp Stock (MSFT) | 1.2 | $2.0M | +6% | 4.1k | 483.70 |
|
| Pepsico Stock (PEP) | 1.1 | $1.7M | 12k | 143.52 |
|
|
| Abbvie Stock (ABBV) | 1.0 | $1.7M | -2% | 7.3k | 228.51 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.9 | $1.5M | -10% | 4.8k | 313.86 |
|
| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.9 | $1.4M | 19k | 75.05 |
|
|
| Jones Lang Lasalle Stock (JLL) | 0.8 | $1.3M | -26% | 3.9k | 336.47 |
|
| Verizon Communications Stock (VZ) | 0.7 | $1.2M | 30k | 40.73 |
|
|
| Rtx Corporation Stock (RTX) | 0.7 | $1.2M | -15% | 6.6k | 183.41 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.7 | $1.2M | 18k | 66.00 |
|
|
| 3M Stock (MMM) | 0.7 | $1.1M | -27% | 7.1k | 160.10 |
|
| Alliant Energy Corp Stock (LNT) | 0.7 | $1.1M | -2% | 17k | 65.01 |
|
| Ameriprise Finl Stock (AMP) | 0.6 | $1.1M | -3% | 2.2k | 490.42 |
|
| Nextera Energy Stock (NEE) | 0.6 | $1.0M | 13k | 80.28 |
|
|
| Zoom Communications Inc Cl A Stock (ZM) | 0.6 | $1.0M | -2% | 12k | 86.29 |
|
| American Express Stock (AXP) | 0.6 | $1.0M | -2% | 2.7k | 370.05 |
|
| Mckesson Corp Stock (MCK) | 0.5 | $857k | -5% | 1.0k | 820.89 |
|
| Principal Financial Group Stock (PFG) | 0.5 | $845k | 9.6k | 88.21 |
|
|
| Cisco Sys Stock (CSCO) | 0.5 | $805k | -5% | 11k | 77.03 |
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| Bank New York Mellon Corp Stock (BK) | 0.5 | $803k | -7% | 6.9k | 116.10 |
|
| West Bancorporation Inc Cap Stk Stock (WTBA) | 0.5 | $797k | 36k | 22.19 |
|
|
| First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) | 0.5 | $788k | 18k | 44.34 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $778k | 2.4k | 322.31 |
|
|
| Schwab International Equity Etf Etf (SCHF) | 0.5 | $749k | 31k | 24.04 |
|
|
| Procter And Gamble Stock (PG) | 0.4 | $725k | -8% | 5.1k | 143.32 |
|
| Conocophillips Stock (COP) | 0.4 | $725k | 7.7k | 93.61 |
|
|
| Caterpillar Stock (CAT) | 0.4 | $724k | -7% | 1.3k | 573.04 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $713k | 5.9k | 120.35 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.4 | $708k | 1.1k | 660.58 |
|
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| Intel Corp Stock (INTC) | 0.4 | $676k | -4% | 18k | 36.90 |
|
| Wells Fargo Stock (WFC) | 0.4 | $662k | -6% | 7.1k | 93.21 |
|
| Ati Stock (ATI) | 0.4 | $644k | 5.6k | 114.76 |
|
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| Gildan Activewear Stock (GIL) | 0.4 | $633k | NEW | 10k | 62.47 |
|
| Ge Aerospace Stock (GE) | 0.4 | $630k | 2.0k | 308.12 |
|
|
| Walmart Stock (WMT) | 0.4 | $627k | 5.6k | 111.42 |
|
|
| Omnicom Group Stock (OMC) | 0.4 | $593k | NEW | 7.3k | 80.76 |
|
| Scotts Miracle-gro Co Cl A Stock (SMG) | 0.4 | $583k | -31% | 10k | 58.35 |
|
| Phillips 66 Stock (PSX) | 0.3 | $567k | -17% | 4.4k | 129.05 |
|
| Qualcomm Stock (QCOM) | 0.3 | $560k | 3.3k | 171.10 |
|
|
| Home Depot Stock (HD) | 0.3 | $560k | 1.6k | 344.10 |
|
|
| Goldman Sachs Group Stock (GS) | 0.3 | $520k | -39% | 591.00 | 880.33 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.3 | $519k | 19k | 27.43 |
|
|
| Amazon Stock (AMZN) | 0.3 | $479k | -23% | 2.1k | 230.82 |
|
| Abbott Labs Stock (ABT) | 0.3 | $478k | 3.8k | 125.29 |
|
|
| Albemarle Corp Stock (ALB) | 0.3 | $474k | -7% | 3.4k | 141.47 |
|
| Schwab Us Large-cap Value Etf Etf (SCHV) | 0.3 | $469k | 16k | 29.61 |
|
|
| Ishares Morningstar Small-cap Growth Etf Etf (ISCG) | 0.3 | $464k | 8.4k | 55.46 |
|
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| Eastman Chem Stock (EMN) | 0.3 | $459k | -3% | 7.2k | 63.84 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $435k | -3% | 1.4k | 313.15 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.2 | $401k | 5.3k | 75.44 |
|
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| Applied Matls Stock (AMAT) | 0.2 | $392k | 1.5k | 257.03 |
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| Chevron Corp Stock (CVX) | 0.2 | $389k | 2.6k | 152.41 |
|
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| Cvs Health Corp Stock (CVS) | 0.2 | $367k | -13% | 4.6k | 79.37 |
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| Nutrien Stock (NTR) | 0.2 | $352k | -34% | 5.7k | 61.80 |
|
| Carrier Global Corporation Stock (CARR) | 0.2 | $338k | -3% | 6.4k | 52.85 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.2 | $336k | 4.6k | 73.57 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $336k | 490.00 | 685.73 |
|
|
| Philip Morris Intl Stock (PM) | 0.2 | $328k | 2.0k | 160.45 |
|
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| Tesla Stock (TSLA) | 0.2 | $328k | 728.00 | 449.85 |
|
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| Ge Vernova Stock (GEV) | 0.2 | $325k | 497.00 | 653.67 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.2 | $322k | 2.0k | 160.97 |
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| Cummins Stock (CMI) | 0.2 | $297k | -35% | 581.00 | 510.88 |
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| Vaneck High Yield Muni Etf Etf (HYD) | 0.2 | $295k | 5.8k | 51.13 |
|
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| Paramount Skydance Corp Com Cl B Stock (PSKY) | 0.2 | $292k | -29% | 22k | 13.40 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $280k | 1.4k | 207.07 |
|
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| Rockwell Automation Stock (ROK) | 0.2 | $280k | 718.00 | 389.59 |
|
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| Elevance Health Inc Formerly A Stock (ELV) | 0.2 | $278k | +2% | 793.00 | 350.55 |
|
| Schwab Us Large-cap Growth Etf Etf (SCHG) | 0.2 | $271k | -39% | 8.3k | 32.62 |
|
| Sealed Air Corp Stock (SEE) | 0.2 | $265k | -4% | 6.4k | 41.43 |
|
| Lockheed Martin Corp Stock (LMT) | 0.2 | $264k | -11% | 545.00 | 484.15 |
|
| Wp Carey Reit (WPC) | 0.2 | $251k | -30% | 3.9k | 64.37 |
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| Fedex Corp Stock (FDX) | 0.2 | $251k | -31% | 868.00 | 289.10 |
|
| Srh Total Return Fund Cef (STEW) | 0.1 | $245k | 13k | 18.54 |
|
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.1 | $244k | 508.00 | 481.19 |
|
|
| Williams Sonoma Stock (WSM) | 0.1 | $244k | -44% | 1.4k | 178.69 |
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| Schwab Us Large-cap Etf Etf (SCHX) | 0.1 | $244k | -50% | 9.0k | 26.91 |
|
| Kroger Stock (KR) | 0.1 | $242k | -17% | 3.9k | 62.49 |
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| Skyworks Solutions Stock (SWKS) | 0.1 | $235k | -38% | 3.7k | 63.42 |
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| Pfizer Stock (PFE) | 0.1 | $232k | 9.3k | 24.90 |
|
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| Coca Cola Stock (KO) | 0.1 | $229k | 3.3k | 69.92 |
|
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.1 | $227k | 1.8k | 128.86 |
|
|
| Dtf Tax-free Income 2028 Term Cef (DTF) | 0.1 | $224k | 20k | 11.42 |
|
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| Western Asset Inter Muni Fd In Cef (SBI) | 0.1 | $212k | -3% | 28k | 7.68 |
|
| First Trust Rising Dividend Achievers Etf Etf (RDVY) | 0.1 | $212k | 3.1k | 69.48 |
|
|
| Us Bancorp Del Stock (USB) | 0.1 | $209k | NEW | 3.9k | 53.36 |
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| Biogen Stock (BIIB) | 0.1 | $205k | NEW | 1.2k | 176.07 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $200k | NEW | 2.0k | 99.22 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $195k | NEW | 1.6k | 123.29 |
|
| Csx Corp Stock (CSX) | 0.1 | $193k | -14% | 5.3k | 36.25 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $191k | NEW | 1.6k | 120.22 |
|
| Dws Mun Income Tr Cef (KTF) | 0.1 | $188k | 21k | 9.09 |
|
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $183k | NEW | 3.4k | 53.77 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $183k | NEW | 520.00 | 351.28 |
|
| Merck & Co Stock (MRK) | 0.1 | $180k | NEW | 1.7k | 105.31 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $175k | NEW | 284.00 | 616.16 |
|
| First Trust Dow Jones Internet Index Fund Etf (FDN) | 0.1 | $175k | NEW | 649.00 | 269.18 |
|
| The Cigna Group Stock (CI) | 0.1 | $173k | NEW | 628.00 | 275.35 |
|
| Caseys Gen Stores Stock (CASY) | 0.1 | $172k | NEW | 311.00 | 553.30 |
|
| Slb Limited Com Stk Stock (SLB) | 0.1 | $170k | NEW | 4.4k | 38.38 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $166k | NEW | 1.2k | 136.97 |
|
| Broadcom Stock (AVGO) | 0.1 | $165k | NEW | 475.00 | 346.60 |
|
| Unitedhealth Group Stock (UNH) | 0.1 | $162k | NEW | 491.00 | 330.39 |
|
| Ishares Morningstar Us Equity Etf Etf (ILCB) | 0.1 | $159k | NEW | 1.7k | 94.43 |
|
| State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) | 0.1 | $157k | NEW | 1.7k | 94.24 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $155k | NEW | 875.00 | 177.53 |
|
| Boeing Stock (BA) | 0.1 | $155k | NEW | 714.00 | 217.12 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $154k | NEW | 225.00 | 682.97 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $147k | NEW | 2.7k | 53.95 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $145k | NEW | 473.00 | 305.74 |
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| Edison Intl Stock (EIX) | 0.1 | $142k | NEW | 2.4k | 60.04 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $140k | NEW | 2.1k | 67.25 |
|
| Ishares Morningstar Mid-cap Value Etf Etf (IMCV) | 0.1 | $137k | NEW | 1.7k | 82.36 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.1 | $137k | NEW | 753.00 | 181.21 |
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| Dnp Select Income Cef (DNP) | 0.1 | $135k | +2% | 14k | 9.99 |
|
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.1 | $135k | -40% | 1.9k | 71.43 |
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| Rio Tinto Adr (RIO) | 0.1 | $126k | NEW | 1.6k | 80.06 |
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| The Campbells Company Stock (CPB) | 0.1 | $125k | NEW | 4.5k | 27.87 |
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| 3edge Dynamic International Equity Etf Etf (EDGI) | 0.1 | $124k | NEW | 4.4k | 28.38 |
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| Flaherty & Crumrine Pfd Income Cef (PFO) | 0.1 | $121k | -27% | 13k | 9.45 |
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| Ishares Morningstar Small Cap Value Etf Etf (ISCV) | 0.1 | $121k | NEW | 1.8k | 68.51 |
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| Abrdn Natl Mun Income Fd Sh Ben Int Cef (VFL) | 0.1 | $120k | 12k | 10.27 |
|
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| 3edge Dynamic Hard Assets Etf Etf (EDGH) | 0.1 | $119k | NEW | 3.9k | 30.42 |
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| State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) | 0.1 | $118k | -50% | 1.3k | 92.43 |
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| Marsh & Mclennan Cos Stock | 0.1 | $116k | NEW | 622.00 | 185.73 |
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| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.1 | $114k | NEW | 4.6k | 24.94 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $106k | NEW | 186.00 | 571.95 |
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| Bank America Corp Stock (BAC) | 0.1 | $106k | NEW | 1.9k | 55.02 |
|
| First Trust Managed Municipal Etf Etf (FMB) | 0.1 | $105k | NEW | 2.1k | 51.15 |
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.1 | $104k | NEW | 736.00 | 141.08 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $104k | NEW | 1.2k | 88.51 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $100k | NEW | 1.3k | 77.89 |
|
| Affiliated Managers Group Stock (AMG) | 0.1 | $100k | NEW | 347.00 | 288.28 |
|
| Ishares Silver Trust Etf (SLV) | 0.1 | $99k | NEW | 1.5k | 64.42 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $97k | NEW | 466.00 | 208.99 |
|
| State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.1 | $95k | NEW | 1.7k | 56.84 |
|
| Schwab Us Small-cap Etf Etf (SCHA) | 0.1 | $94k | NEW | 3.3k | 28.49 |
|
| Colgate Palmolive Stock (CL) | 0.1 | $94k | NEW | 1.2k | 79.04 |
|
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $92k | NEW | 1.2k | 76.25 |
|
| Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) | 0.1 | $92k | NEW | 1.1k | 80.63 |
|
| Simon Ppty Group Reit (SPG) | 0.1 | $91k | NEW | 492.00 | 185.19 |
|
| Spdr Msci Acwi Ex-us Etf Etf (CWI) | 0.1 | $90k | NEW | 2.5k | 35.92 |
|
| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.1 | $89k | NEW | 922.00 | 96.96 |
|
| Prologis Reit (PLD) | 0.1 | $89k | NEW | 699.00 | 127.69 |
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| Amgen Stock (AMGN) | 0.1 | $88k | NEW | 268.00 | 328.26 |
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $88k | NEW | 459.00 | 191.31 |
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| Independence Rlty Tr Reit (IRT) | 0.1 | $87k | NEW | 5.0k | 17.48 |
|
| Crane Company Stock (CR) | 0.1 | $86k | NEW | 468.00 | 184.51 |
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| Emerson Elec Stock (EMR) | 0.1 | $84k | NEW | 629.00 | 132.92 |
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| Davita Stock (DVA) | 0.1 | $83k | NEW | 730.00 | 113.61 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.1 | $83k | NEW | 1.6k | 50.81 |
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.0 | $81k | NEW | 574.00 | 141.36 |
|
| 3edge Dynamic Us Equity Etf Etf (EDGU) | 0.0 | $81k | NEW | 2.8k | 28.47 |
|
| Salesforce Stock (CRM) | 0.0 | $80k | NEW | 302.00 | 265.55 |
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $80k | NEW | 980.00 | 81.17 |
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| Target Corp Stock (TGT) | 0.0 | $78k | NEW | 795.00 | 97.81 |
|
| Ishares Core S&p Total Us Stock Market Etf Etf (ITOT) | 0.0 | $76k | NEW | 513.00 | 148.76 |
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $75k | NEW | 1.8k | 41.14 |
|
| Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) | 0.0 | $72k | NEW | 941.00 | 76.78 |
|
| Fiserv Stock (FI) | 0.0 | $71k | NEW | 1.1k | 67.17 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $70k | NEW | 111.00 | 631.50 |
|
| Kovitz Core Equity Etf Etf (EQTY) | 0.0 | $69k | NEW | 2.5k | 27.00 |
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $69k | NEW | 693.00 | 98.92 |
|
| Universal Hlth Svcs Inc Cl B Stock (UHS) | 0.0 | $69k | NEW | 314.00 | 218.12 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.0 | $68k | NEW | 473.00 | 143.66 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $68k | NEW | 308.00 | 220.19 |
|
| Eaton Corp Stock (ETN) | 0.0 | $67k | NEW | 211.00 | 319.01 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $67k | NEW | 568.00 | 117.31 |
|
| Micron Technology Stock (MU) | 0.0 | $66k | NEW | 231.00 | 285.70 |
|
| Whirlpool Corp Stock (WHR) | 0.0 | $66k | NEW | 914.00 | 72.17 |
|
| First Trust Water Etf Etf (FIW) | 0.0 | $66k | NEW | 605.00 | 108.77 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $64k | NEW | 112.00 | 573.38 |
|
| Altria Group Stock (MO) | 0.0 | $63k | NEW | 1.1k | 57.67 |
|
| At&t Stock (T) | 0.0 | $63k | NEW | 2.5k | 24.85 |
|
| State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) | 0.0 | $63k | NEW | 786.00 | 80.24 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $62k | NEW | 738.00 | 84.28 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $62k | NEW | 11.00 | 5598.73 |
|
| Eli Lilly & Co Stock (LLY) | 0.0 | $62k | NEW | 57.00 | 1078.96 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $61k | NEW | 204.00 | 301.21 |
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| Ishares Core Us Aggregate Bond Etf Etf (AGG) | 0.0 | $61k | -80% | 609.00 | 99.93 |
|
| Range Res Corp Stock (RRC) | 0.0 | $61k | NEW | 1.7k | 35.26 |
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| Labcorp Holdings Stock (LH) | 0.0 | $60k | NEW | 240.00 | 251.68 |
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| Air Prods & Chems Stock (APD) | 0.0 | $60k | NEW | 241.00 | 247.48 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $59k | NEW | 150.00 | 396.31 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $59k | NEW | 203.00 | 291.65 |
|
| Schwab Us Mid-cap Etf Etf (SCHM) | 0.0 | $58k | NEW | 1.9k | 30.08 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $58k | NEW | 896.00 | 64.33 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $57k | NEW | 98.00 | 584.03 |
|
| Ishares Us Healthcare Etf Etf (IYH) | 0.0 | $57k | NEW | 876.00 | 65.11 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $57k | NEW | 257.00 | 219.92 |
|
| Peabody Energy Corp Stock (BTU) | 0.0 | $57k | NEW | 1.9k | 29.71 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $56k | NEW | 416.00 | 135.38 |
|
| Danaher Corporation Stock (DHR) | 0.0 | $56k | NEW | 244.00 | 229.14 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $56k | NEW | 324.00 | 171.66 |
|
| Diageo Adr (DEO) | 0.0 | $55k | NEW | 633.00 | 86.27 |
|
| Devon Energy Corp Stock (DVN) | 0.0 | $55k | NEW | 1.5k | 36.65 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $54k | NEW | 657.00 | 82.04 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $53k | NEW | 494.00 | 107.23 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $53k | NEW | 431.00 | 122.83 |
|
| Ishares Esg Optimized Msci Usa Etf Etf (SUSA) | 0.0 | $53k | NEW | 377.00 | 139.63 |
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $53k | NEW | 601.00 | 87.44 |
|
| Oshkosh Corp Stock (OSK) | 0.0 | $51k | NEW | 408.00 | 125.87 |
|
| Williams Cos Stock (WMB) | 0.0 | $50k | NEW | 825.00 | 60.15 |
|
| Crane Nxt Stock (CXT) | 0.0 | $49k | NEW | 1.0k | 47.08 |
|
| Honeywell Intl Stock (HON) | 0.0 | $47k | NEW | 242.00 | 195.33 |
|
| Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) | 0.0 | $47k | NEW | 589.00 | 79.97 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $47k | NEW | 202.00 | 232.05 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.0 | $46k | NEW | 311.00 | 149.05 |
|
| Ford Mtr Stock (F) | 0.0 | $46k | NEW | 3.5k | 13.12 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $46k | NEW | 717.00 | 63.73 |
|
| Yum Brands Stock (YUM) | 0.0 | $45k | NEW | 295.00 | 151.52 |
|
| Cardinal Health Stock (CAH) | 0.0 | $44k | NEW | 215.00 | 206.09 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.0 | $43k | NEW | 442.00 | 96.32 |
|
| Ishares Us Aerospace & Defense Etf Etf (ITA) | 0.0 | $42k | NEW | 196.00 | 215.60 |
|
| State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.0 | $41k | NEW | 424.00 | 97.21 |
|
| Ishares Morningstar Mid-cap Etf Etf (IMCB) | 0.0 | $40k | NEW | 487.00 | 82.75 |
|
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $40k | NEW | 419.00 | 95.94 |
|
| Nvent Electric Stock (NVT) | 0.0 | $40k | NEW | 393.00 | 102.20 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $40k | NEW | 685.00 | 58.40 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $40k | NEW | 51.00 | 775.33 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $40k | NEW | 206.00 | 191.87 |
|
| Dollar Gen Corp Stock (DG) | 0.0 | $39k | NEW | 296.00 | 133.12 |
|
| Tjx Cos Stock (TJX) | 0.0 | $39k | NEW | 254.00 | 154.17 |
|
| Docusign Stock (DOCU) | 0.0 | $39k | NEW | 566.00 | 68.40 |
|
| Eagle Cap Growth Cef (GRF) | 0.0 | $39k | NEW | 3.6k | 10.70 |
|
| Inmode Stock (INMD) | 0.0 | $39k | NEW | 2.6k | 14.69 |
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $38k | NEW | 424.00 | 90.00 |
|
| Robo Global Artificial Intelligence Etf Etf (THNQ) | 0.0 | $38k | NEW | 600.00 | 63.49 |
|
| Schwab Us Broad Market Etf Etf (SCHB) | 0.0 | $38k | NEW | 1.4k | 26.23 |
|
| Halliburton Stock (HAL) | 0.0 | $37k | NEW | 1.3k | 28.26 |
|
| General Mls Stock (GIS) | 0.0 | $37k | NEW | 798.00 | 46.53 |
|
| Alps International Sector Dividend Dogs Etf Etf (IDOG) | 0.0 | $36k | NEW | 942.00 | 38.58 |
|
| Linde Stock (LIN) | 0.0 | $36k | NEW | 84.00 | 428.29 |
|
| Citigroup Stock (C) | 0.0 | $36k | NEW | 307.00 | 116.71 |
|
| Disney Walt Stock (DIS) | 0.0 | $36k | NEW | 314.00 | 114.02 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $35k | NEW | 216.00 | 163.12 |
|
| Hca Healthcare Stock (HCA) | 0.0 | $35k | NEW | 75.00 | 468.60 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $34k | NEW | 179.00 | 188.23 |
|
| Cryoport Inc Com Par Stock (CYRX) | 0.0 | $34k | NEW | 3.5k | 9.60 |
|
| Amrize Stock (AMRZ) | 0.0 | $33k | NEW | 617.00 | 54.08 |
|
| General Mtrs Stock (GM) | 0.0 | $33k | NEW | 408.00 | 81.39 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $33k | NEW | 96.00 | 338.16 |
|
Past Filings by Basepoint Wealth
SEC 13F filings are viewable for Basepoint Wealth going back to 2022
- Basepoint Wealth 2025 Q4 filed Feb. 10, 2026
- Basepoint Wealth 2025 Q3 filed Nov. 13, 2025
- Basepoint Wealth 2023 Q3 filed Oct. 16, 2025
- Basepoint Wealth 2023 Q4 filed Oct. 16, 2025
- Basepoint Wealth 2024 Q1 filed Oct. 16, 2025
- Basepoint Wealth 2024 Q2 filed Oct. 16, 2025
- Basepoint Wealth 2024 Q3 filed Oct. 16, 2025
- Basepoint Wealth 2024 Q4 filed Oct. 16, 2025
- Basepoint Wealth 2025 Q1 filed Oct. 16, 2025
- Basepoint Wealth 2025 Q2 filed Oct. 16, 2025
- Basepoint Wealth 2023 Q2 filed Oct. 15, 2025
- Basepoint Wealth 2023 Q1 filed Oct. 10, 2025
- Basepoint Wealth 2021 Q4 filed Oct. 9, 2025
- Basepoint Wealth 2022 Q1 filed Oct. 9, 2025
- Basepoint Wealth 2022 Q2 filed Oct. 9, 2025
- Basepoint Wealth 2022 Q3 filed Oct. 9, 2025