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Single Point Partners

Latest statistics and disclosures from Single Point Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IJH, AGG, IJR, IWB, and represent 57.56% of Single Point Partners's stock portfolio.
Added to shares of these 10 stocks: IVV, GOOG, VTEB, IJH, BAC, IJR, IEFA, AGG, VO, JPM.
Started 10 new stock positions in XOM, VZ, RTX, DFAX, LOW, KO, QQQ, T, ILPT, ABBV.
Reduced shares in these 10 stocks: MUB, SUB, FLOT, IWB, SCZ, BX, NVDA, VOO, AXP, DHR.
Sold out of its positions in AXP, BX, DHR, QUAL.
Single Point Partners was a net buyer of stock by $6.9M.
Single Point Partners has $426M in assets under management (AUM), dropping by -1.89%.
Central Index Key (CIK): 0001801184

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Portfolio Holdings for Single Point Partners

Single Point Partners holds 87 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	28.9	$123M	+2%	219k	561.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.7	$41M	+2%	707k	58.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	9.1	$39M		406k	95.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.1	$26M	+3%	247k	104.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.8	$16M	-2%	53k	306.75	View chart
Ishares Tr National Mun Etf (MUB)	3.7	$16M	-14%	151k	105.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.6	$15M	+3%	59k	258.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.5	$15M	+4%	199k	75.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.0	$13M	+11%	262k	49.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.4	$10M		83k	122.00	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$8.5M		158k	53.97	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.8	$7.6M	-4%	148k	51.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$7.5M	+2%	34k	221.76	View chart
Ishares Tr Broad Usd High (USHY)	1.4	$5.9M	-2%	160k	36.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.4	$5.8M	-13%	55k	105.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$5.6M		28k	199.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$4.8M	-4%	9.3k	513.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$4.5M		89k	50.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$4.2M	-3%	7.6k	559.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.8M		14k	274.84	View chart
Apple (AAPL)	0.8	$3.5M	-2%	16k	222.14	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$3.3M		85k	39.37	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$3.2M		10k	317.69	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.0M		37k	82.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.4M	-2%	54k	45.26	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$2.2M		32k	69.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$2.0M		11k	172.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.9M		26k	73.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.5M	+7538%	508k	2.99	View chart
Microsoft Corporation (MSFT)	0.3	$1.5M	+23%	3.9k	375.51	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$1.4M	-5%	4.4k	311.95	View chart
Hf Sinclair Corp (DINO)	0.3	$1.4M		41k	32.89	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$1.2M	+4%	12k	100.50	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M	+51%	4.9k	245.19	View chart
Bank of America Corporation (BAC)	0.3	$1.2M	+306%	28k	41.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.0M	+12%	6.6k	154.68	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$936k		36k	26.19	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$921k	-7%	9.2k	100.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$856k	+22%	2.4k	360.88	View chart
Amazon (AMZN)	0.2	$853k	+5%	4.5k	190.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$778k	+10%	2.7k	288.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$746k	-5%	5.8k	128.98	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$720k	-6%	9.1k	78.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$698k		1.9k	371.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$682k	-2%	7.3k	92.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$666k		1.2k	533.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$659k	-2%	30k	22.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$634k	-8%	19k	32.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$586k		30k	19.79	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$577k		5.2k	111.09	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$516k		5.4k	95.34	View chart
Meta Platforms Cl A (META)	0.1	$495k	+18%	859.00	576.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$456k	-12%	7.5k	60.61	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$447k	-4%	13k	35.87	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$439k		8.2k	53.55	View chart
Home Depot (HD)	0.1	$425k		1.2k	366.70	View chart
International Business Machines (IBM)	0.1	$412k		1.7k	248.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$409k	NEW	872.00	469.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$351k	+50%	1.9k	188.10	View chart
American Electric Power Company (AEP)	0.1	$336k		3.1k	109.23	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$331k	-43%	5.2k	63.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$317k	+3%	2.6k	121.83	View chart
Public Service Enterprise (PEG)	0.1	$300k	-3%	3.6k	82.30	View chart
Lowe's Companies (LOW)	0.1	$297k	NEW	1.3k	233.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$292k		549.00	531.88	View chart
TJX Companies (TJX)	0.1	$289k	+36%	2.4k	121.63	View chart
Visa Com Cl A (V)	0.1	$286k	+24%	817.00	350.06	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$284k		2.5k	115.54	View chart
Pepsi (PEP)	0.1	$277k	+32%	1.8k	149.89	View chart
Costco Wholesale Corporation (COST)	0.1	$277k		293.00	945.39	View chart
NVIDIA Corporation (NVDA)	0.1	$277k	-46%	2.6k	108.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$267k	NEW	2.0k	132.70	View chart
Eli Lilly & Co. (LLY)	0.1	$249k	-7%	302.00	824.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$248k		1.3k	190.92	View chart
S&p Global (SPGI)	0.1	$243k	+3%	477.00	509.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$238k		3.9k	61.69	View chart
Coca-Cola Company (KO)	0.1	$233k	NEW	3.3k	71.47	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$230k		3.5k	66.45	View chart
At&t (T)	0.1	$229k	NEW	8.1k	28.29	View chart
Honeywell International (HON)	0.1	$228k		1.1k	211.70	View chart
Eastern Bankshares (EBC)	0.1	$226k	+19%	14k	16.36	View chart
Verizon Communications (VZ)	0.1	$226k	NEW	5.0k	45.29	View chart
Abbvie (ABBV)	0.1	$222k	NEW	1.1k	209.83	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$206k	NEW	7.9k	26.20	View chart
Exxon Mobil Corporation (XOM)	0.0	$201k	NEW	1.7k	119.22	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$36k	NEW	11k	3.43	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$12k		12k	0.96	View chart

Past Filings by Single Point Partners

SEC 13F filings are viewable for Single Point Partners going back to 2019

Single Point Partners 2025 Q1 filed April 14, 2025
Single Point Partners 2024 Q4 filed Jan. 29, 2025
Single Point Partners 2024 Q3 filed Oct. 3, 2024
Single Point Partners 2024 Q2 filed July 12, 2024
Single Point Partners 2024 Q1 filed April 11, 2024
Single Point Partners 2023 Q4 filed Jan. 11, 2024
Single Point Partners 2023 Q3 filed Oct. 12, 2023
Single Point Partners 2023 Q2 filed July 10, 2023
Single Point Partners 2023 Q1 filed April 6, 2023
Single Point Partners 2022 Q4 filed Jan. 10, 2023
Single Point Partners 2022 Q3 filed Oct. 7, 2022
Single Point Partners 2022 Q2 filed July 29, 2022
Single Point Partners 2022 Q1 filed April 28, 2022
Single Point Partners 2021 Q4 filed Jan. 27, 2022
Single Point Partners 2021 Q3 filed Oct. 25, 2021
Single Point Partners 2021 Q2 filed July 28, 2021

View all past filings

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