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, VO, and represent 55.52% of Single Point Partners's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$6.1M), ITOT, ACWX, IVW, MUB, IJH, DOCN, IJR, IEMG, IWD.
- Started 38 new stock positions in NOC, TSM, TFC, ADP, CVS, TXN, USB, PAYX, CRM, NEE.
- Reduced shares in these 10 stocks: , IJT, IJK, SRG, SPEM, VTV, EFA, BRK.B, SCHC, PFE.
- Sold out of its positions in COST, IJK, IJT, SRG.
- Single Point Partners was a net buyer of stock by $39M.
- Single Point Partners has $392M in assets under management (AUM), dropping by 5.07%.
- Central Index Key (CIK): 0001801184
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Portfolio Holdings for Single Point Partners
Companies in the Single Point Partners portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 28.8 | $113M | +5% | 249k | 453.69 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 9.4 | $37M | +5% | 138k | 268.34 | |
Ishares Tr Core Us Aggbd Et (AGG) | 6.6 | $26M | +3% | 241k | 107.10 | |
Ishares Tr Core S&p Scp Etf (IJR) | 6.5 | $25M | +4% | 235k | 107.88 | |
Vanguard Index Fds Mid Cap Etf (VO) | 4.2 | $17M | +3% | 70k | 237.84 | |
Ishares Tr National Mun Etf (MUB) | 3.9 | $16M | +15% | 141k | 109.64 | |
Ishares Core Msci Emkt (IEMG) | 3.4 | $13M | +7% | 240k | 55.55 | |
Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $10M | +5% | 144k | 69.51 | |
Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $9.3M | +4% | 44k | 212.53 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 2.0 | $8.0M | +47% | 79k | 100.94 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 1.7 | $6.6M | +15% | 63k | 104.61 | |
Ishares Tr Rus 1000 Etf (IWB) | 1.5 | $5.8M | 23k | 250.09 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $5.4M | +6% | 87k | 62.05 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $5.3M | +3% | 64k | 82.29 | |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.3 | $5.2M | 79k | 66.34 | ||
Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.3 | $5.2M | +3% | 103k | 50.52 | |
Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $4.9M | 24k | 205.25 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $4.8M | +4% | 105k | 46.13 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $4.2M | +18% | 10k | 415.20 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.1 | $4.2M | +3% | 87k | 48.03 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $4.1M | -3% | 105k | 38.64 | |
Apple (AAPL) | 1.0 | $3.8M | +2% | 22k | 174.60 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.0M | 13k | 227.65 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $2.9M | +291% | 38k | 76.38 | |
Microsoft Corporation (MSFT) | 0.6 | $2.5M | +41% | 8.2k | 308.32 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.6 | $2.2M | NEW | 43k | 52.28 | |
Ishares Tr Core Msci Total (IXUS) | 0.5 | $2.0M | +19% | 57k | 35.41 | |
Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.9M | 6.5k | 287.55 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | +11% | 606.00 | 2790.43 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.6M | 21k | 75.84 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.5M | +12% | 542.00 | 2780.44 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.4M | +8% | 87k | 15.67 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $1.3M | 11k | 120.93 | ||
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.2M | +25% | 9.8k | 123.85 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.2M | +319% | 7.2k | 165.94 | |
Boeing Company (BA) | 0.3 | $1.1M | 6.0k | 191.56 | ||
Digitalocean Hldgs (DOCN) | 0.3 | $1.1M | NEW | 20k | 57.84 | |
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $1.1M | 11k | 99.91 | ||
Hubspot (HUBS) | 0.3 | $985k | 2.1k | 474.93 | ||
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.2 | $960k | 5.2k | 183.70 | ||
Amazon (AMZN) | 0.2 | $955k | +66% | 293.00 | 3259.39 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $947k | -5% | 6.4k | 147.81 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $848k | +14% | 6.2k | 136.31 | |
Eastern Bankshares (EBC) | 0.2 | $776k | 36k | 21.53 | ||
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $705k | 6.3k | 112.17 | ||
Johnson & Johnson (JNJ) | 0.2 | $699k | +34% | 3.9k | 177.10 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $693k | -2% | 18k | 37.99 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $637k | +98% | 12k | 53.81 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $637k | +3% | 58k | 10.97 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $624k | +6% | 29k | 21.86 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $616k | -3% | 1.7k | 353.21 | |
Merck & Co (MRK) | 0.2 | $594k | +99% | 7.2k | 82.06 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $572k | 1.2k | 490.15 | ||
Home Depot (HD) | 0.1 | $535k | +31% | 1.8k | 299.55 | |
NVIDIA Corporation (NVDA) | 0.1 | $532k | NEW | 1.9k | 272.96 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $529k | 1.00 | 529000.00 | ||
Pfizer (PFE) | 0.1 | $528k | -3% | 10k | 51.81 | |
Pepsi (PEP) | 0.1 | $527k | +22% | 3.2k | 167.30 | |
Honeywell International (HON) | 0.1 | $490k | +49% | 2.5k | 194.68 | |
Verizon Communications (VZ) | 0.1 | $477k | +52% | 9.4k | 50.99 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $433k | +114% | 2.8k | 155.76 | |
Visa Com Cl A (V) | 0.1 | $415k | +78% | 1.9k | 221.57 | |
Bank of America Corporation (BAC) | 0.1 | $403k | 9.8k | 41.19 | ||
Blackstone Group Inc Com Cl A (BX) | 0.1 | $399k | +28% | 3.1k | 126.95 | |
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $395k | 7.1k | 55.73 | ||
Broadcom (AVGO) | 0.1 | $383k | NEW | 608.00 | 629.93 | |
CVS Caremark Corporation (CVS) | 0.1 | $373k | NEW | 3.7k | 101.30 | |
Danaher Corporation (DHR) | 0.1 | $371k | +24% | 1.3k | 293.51 | |
Public Service Enterprise (PEG) | 0.1 | $347k | 5.0k | 70.06 | ||
Cisco Systems (CSCO) | 0.1 | $347k | NEW | 6.2k | 55.73 | |
Walt Disney Company (DIS) | 0.1 | $327k | NEW | 2.4k | 137.22 | |
UnitedHealth (UNH) | 0.1 | $323k | +8% | 634.00 | 509.46 | |
Dollar Tree (DLTR) | 0.1 | $321k | NEW | 2.0k | 160.26 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $320k | +92% | 702.00 | 455.84 | |
Meta Platforms Cl A (FB) | 0.1 | $318k | -2% | 1.4k | 222.69 | |
Procter & Gamble Company (PG) | 0.1 | $308k | +44% | 2.0k | 152.93 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $306k | NEW | 6.5k | 46.81 | |
Eli Lilly & Co. (LLY) | 0.1 | $305k | +40% | 1.1k | 286.38 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $303k | +6% | 101k | 3.00 | |
Truist Financial Corp equities (TFC) | 0.1 | $302k | NEW | 5.3k | 56.69 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $297k | -7% | 4.0k | 73.68 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $292k | NEW | 2.8k | 104.36 | |
Coca-Cola Company (KO) | 0.1 | $290k | 4.6k | 62.53 | ||
Archer Daniels Midland Company (ADM) | 0.1 | $288k | NEW | 3.2k | 90.11 | |
Marsh & McLennan Companies (MMC) | 0.1 | $285k | NEW | 1.7k | 170.15 | |
Cigna Corp (CI) | 0.1 | $265k | NEW | 1.1k | 239.82 | |
TJX Companies (TJX) | 0.1 | $265k | NEW | 4.4k | 60.65 | |
Northrop Grumman Corporation (NOC) | 0.1 | $262k | NEW | 585.00 | 447.86 | |
Nextera Energy (NEE) | 0.1 | $261k | NEW | 3.1k | 84.74 | |
American Electric Power Company (AEP) | 0.1 | $258k | 2.6k | 99.85 | ||
Dupont De Nemours (DD) | 0.1 | $256k | NEW | 3.5k | 73.63 | |
ConocoPhillips (COP) | 0.1 | $256k | NEW | 2.6k | 100.08 | |
Lowe's Companies (LOW) | 0.1 | $256k | +58% | 1.3k | 202.37 | |
Texas Instruments Incorporated (TXN) | 0.1 | $252k | NEW | 1.4k | 183.67 | |
Raytheon Technologies Corp (RTX) | 0.1 | $251k | NEW | 2.5k | 99.05 | |
Tesla Motors (TSLA) | 0.1 | $246k | NEW | 228.00 | 1078.95 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $245k | NEW | 367.00 | 667.57 | |
Nike CL B (NKE) | 0.1 | $242k | NEW | 1.8k | 134.59 | |
3M Company (MMM) | 0.1 | $236k | 1.6k | 149.08 | ||
Us Bancorp Del Com New (USB) | 0.1 | $230k | NEW | 4.3k | 53.25 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $229k | +3% | 631.00 | 362.92 | |
Danaos Corporation SHS (DAC) | 0.1 | $228k | NEW | 2.2k | 102.61 | |
S&p Global (SPGI) | 0.1 | $227k | 552.00 | 411.23 | ||
salesforce (CRM) | 0.1 | $223k | NEW | 1.1k | 212.38 | |
Linde SHS (LIN) | 0.1 | $222k | NEW | 695.00 | 319.42 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $220k | -4% | 4.9k | 45.17 | |
Deere & Company (DE) | 0.1 | $219k | NEW | 527.00 | 415.56 | |
Baxter International (BAX) | 0.1 | $217k | NEW | 2.8k | 77.61 | |
Abbvie (ABBV) | 0.1 | $217k | NEW | 1.3k | 161.82 | |
Paychex (PAYX) | 0.1 | $215k | NEW | 1.6k | 136.68 | |
Dollar General (DG) | 0.1 | $214k | NEW | 959.00 | 223.15 | |
MetLife (MET) | 0.1 | $212k | NEW | 3.0k | 70.13 | |
Yum! Brands (YUM) | 0.1 | $210k | -6% | 1.8k | 118.44 | |
Automatic Data Processing (ADP) | 0.1 | $205k | NEW | 900.00 | 227.78 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $203k | 5.3k | 38.25 | ||
Dover Corporation (DOV) | 0.1 | $203k | NEW | 1.3k | 157.12 | |
American Intl Group Com New (AIG) | 0.1 | $200k | NEW | 3.2k | 62.85 | |
Viatris (VTRS) | 0.0 | $156k | NEW | 14k | 10.89 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $142k | 40k | 3.59 | ||
Gee Group (JOB) | 0.0 | $6.0k | 10k | 0.60 |
Past Filings by Single Point Partners
SEC 13F filings are viewable for Single Point Partners going back to 2019
- 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
- Single Point Partners 2021 Q1 filed April 30, 2021
- 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