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, MUB, and represent 54.54% of Single Point Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$19M), IVV, VUG, IJH, RPG, VTV, IJR, IWB, IEMG, IVW.
- Started 9 new stock positions in VTV, RPG, FCAU, COST, SRG, BRK.A, AGG, IWD, DIS.
- Reduced shares in these 10 stocks: SPY (-$24M), IWF (-$21M), IBHC (-$18M), VEU, GOOG, GOOGL, AAPL, MSFT, SPGI, .
- Sold out of its positions in ADBE, DHR, IPKW, DGRO, IBHC, SPGI, SDY, CRM, BSV, VXF. ZIOP.
- Single Point Partners was a net seller of stock by $-36M.
- Single Point Partners has $222M in assets under management (AUM), dropping by 17.99%.
Tip: Access up to 7 years of quarterly data
Positions held by Single Point Partners, LLC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Single Point Partners
Companies in the Single Point Partners portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.1 | $54M | +6% | 143k | 375.39 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.6 | $21M | +4% | 92k | 229.82 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 8.6 | $19M | NEW | 161k | 118.19 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 6.6 | $15M | +5% | 160k | 91.90 | |
| Ishares Tr National Mun Etf (MUB) | 5.6 | $13M | 107k | 117.20 | ||
| Ishares Core Msci Emkt (IEMG) | 4.2 | $9.2M | +6% | 149k | 62.04 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.0 | $8.8M | +2% | 43k | 206.78 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $5.7M | +2% | 82k | 69.09 | |
| Ishares Tr Rus 1000 Etf (IWB) | 2.5 | $5.6M | +14% | 27k | 211.85 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $5.5M | 29k | 194.69 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.3 | $5.0M | 46k | 108.12 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.0 | $4.4M | +9% | 50k | 87.30 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.9 | $4.3M | +3% | 84k | 50.72 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $4.1M | 21k | 196.04 | ||
Setup an alertSingle Point Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $3.9M | +4% | 79k | 50.11 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.6 | $3.5M | 52k | 68.36 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $3.4M | +15% | 40k | 86.21 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $3.0M | -88% | 8.0k | 373.94 | |
| Apple (AAPL) | 1.3 | $2.9M | -8% | 22k | 132.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $2.7M | +17% | 14k | 194.66 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.0 | $2.2M | +7% | 46k | 47.20 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $1.7M | 12k | 138.10 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $1.7M | +218% | 6.5k | 253.29 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $1.4M | 20k | 68.17 | ||
| Boeing Company (BA) | 0.6 | $1.4M | 6.4k | 214.04 | ||
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $1.2M | -7% | 12k | 100.09 | |
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $1.2M | +13% | 17k | 67.17 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.0M | 25k | 42.17 | ||
| JPMorgan Chase & Co. (JPM) | 0.4 | $892k | 7.0k | 127.05 | ||
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.4 | $851k | NEW | 5.2k | 162.84 | |
| Microsoft Corporation (MSFT) | 0.4 | $816k | -22% | 3.7k | 222.34 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $813k | NEW | 6.8k | 118.89 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $666k | 18k | 37.65 | ||
| Amazon (AMZN) | 0.3 | $635k | 195.00 | 3256.41 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $633k | +299% | 9.9k | 63.78 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $576k | 6.3k | 91.49 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $546k | -81% | 9.4k | 58.35 | |
| Johnson & Johnson (JNJ) | 0.2 | $526k | +3% | 3.3k | 157.49 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $506k | +2% | 5.6k | 91.02 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $490k | 1.2k | 419.88 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $477k | -97% | 2.0k | 241.27 | |
| Fiat Chrysler Automobiles N SHS (FCAU) | 0.2 | $434k | NEW | 24k | 18.10 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $434k | +31% | 1.9k | 232.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $409k | -68% | 234.00 | 1747.86 | |
| Bank of America Corporation (BAC) | 0.2 | $409k | -4% | 14k | 30.31 | |
| Verizon Communications (VZ) | 0.2 | $408k | 6.9k | 58.74 | ||
| Home Depot (HD) | 0.2 | $404k | -13% | 1.5k | 265.44 | |
| Facebook Cl A (FB) | 0.2 | $403k | -6% | 1.5k | 273.22 | |
| Honeywell International (HON) | 0.2 | $380k | -5% | 1.8k | 212.41 | |
| Pfizer (PFE) | 0.2 | $357k | -29% | 9.7k | 36.80 | |
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.2 | $353k | 7.3k | 48.09 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $348k | NEW | 1.00 | 348000.00 | |
| Pepsi (PEP) | 0.2 | $342k | -14% | 2.3k | 148.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $317k | -67% | 181.00 | 1751.38 | |
| Seritage Growth Pptys Cl A (SRG) | 0.1 | $306k | NEW | 21k | 14.67 | |
| Public Service Enterprise (PEG) | 0.1 | $295k | -4% | 5.1k | 58.35 | |
| Visa Com Cl A (V) | 0.1 | $276k | 1.3k | 218.87 | ||
| Merck & Co (MRK) | 0.1 | $258k | -7% | 3.2k | 81.90 | |
| UnitedHealth (UNH) | 0.1 | $249k | +10% | 710.00 | 350.70 | |
| 3M Company (MMM) | 0.1 | $247k | -42% | 1.4k | 175.05 | |
| Coca-Cola Company (KO) | 0.1 | $246k | +6% | 4.5k | 54.90 | |
| Walt Disney Company (DIS) | 0.1 | $246k | NEW | 1.4k | 180.88 | |
| American Electric Power Company (AEP) | 0.1 | $240k | 2.9k | 83.22 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $238k | 3.3k | 72.87 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $231k | NEW | 1.7k | 136.77 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $227k | 5.4k | 42.10 | ||
| At&t (T) | 0.1 | $227k | -17% | 7.9k | 28.73 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.1 | $225k | 8.7k | 25.79 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $217k | NEW | 576.00 | 376.74 | |
Past Filings by Single Point Partners
SEC 13F filings are viewable for Single Point Partners going back to 2019
- Single Point Partners 2020 Q4 filed Jan. 12, 2021
- Single Point Partners 2020 Q3 filed Oct. 30, 2020
- Single Point Partners 2020 Q2 filed July 30, 2020
- Single Point Partners 2020 Q1 filed April 17, 2020
- Single Point Partners 2019 Q4 filed Feb. 10, 2020