Spirepoint Private Client
Latest statistics and disclosures from Spirepoint Private Client's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, AAPL, MSFT, PLTR, AVGO, and represent 24.22% of Spirepoint Private Client's stock portfolio.
- Added to shares of these 10 stocks: JEPI (+$5.5M), VOO, SFM, CARR, AAPL, JPM, PHYS, VTEB, C, PSLV.
- Started 56 new stock positions in RVT, UNP, ROL, GLD, COIN, BABA, BGR, WELL, JEPI, SSB.
- Reduced shares in these 10 stocks: ANET (-$19M), TSN (-$6.3M), MRK (-$5.4M), UPS (-$5.4M), FANG, RIVN, PZA, PLTR, CLH, South State Corporation.
- Sold out of its positions in BMY, BRO, PZA, JNPR, XLI, South State Corporation, TSN, FLUT.
- Spirepoint Private Client was a net buyer of stock by $20M.
- Spirepoint Private Client has $951M in assets under management (AUM), dropping by 7.40%.
- Central Index Key (CIK): 0002022908
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Portfolio Holdings for Spirepoint Private Client
Spirepoint Private Client holds 280 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 9.0 | $86M | -5% | 1.0M | 83.53 |
|
| Apple (AAPL) | 4.1 | $39M | +6% | 154k | 254.63 |
|
| Microsoft Corporation (MSFT) | 4.0 | $38M | 74k | 517.95 |
|
|
| Palantir Technologies Cl A (PLTR) | 3.8 | $37M | -3% | 201k | 182.42 |
|
| Broadcom (AVGO) | 3.2 | $30M | 92k | 329.91 |
|
|
| NVIDIA Corporation (NVDA) | 2.8 | $26M | +2% | 142k | 186.58 |
|
| Clean Harbors (CLH) | 2.5 | $24M | -4% | 104k | 232.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $22M | +2% | 90k | 243.10 |
|
| Johnson & Johnson (JNJ) | 2.0 | $19M | +2% | 103k | 185.42 |
|
| Amazon (AMZN) | 2.0 | $19M | +5% | 85k | 219.57 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.7 | $16M | +2% | 56k | 281.86 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.6 | $15M | +5% | 326k | 46.93 |
|
| Procter & Gamble Company (PG) | 1.5 | $14M | +2% | 91k | 153.65 |
|
| Axon Enterprise (AXON) | 1.5 | $14M | +4% | 19k | 717.64 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.4 | $14M | +11% | 157k | 87.21 |
|
| Nextera Energy (NEE) | 1.4 | $13M | -2% | 175k | 75.49 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $13M | +4% | 17k | 762.98 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $12M | 57k | 215.79 |
|
|
| Palo Alto Networks (PANW) | 1.3 | $12M | +2% | 61k | 203.62 |
|
| Visa Com Cl A (V) | 1.2 | $12M | +4% | 34k | 341.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $11M | 22k | 502.74 |
|
|
| TJX Companies (TJX) | 1.1 | $11M | +2% | 75k | 144.54 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $11M | +18% | 214k | 50.07 |
|
| Rivian Automotive Com Cl A (RIVN) | 1.1 | $11M | -11% | 730k | 14.68 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $11M | +10% | 94k | 112.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $10M | +75% | 17k | 612.38 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $10M | +14% | 135k | 74.37 |
|
| Abbvie (ABBV) | 1.1 | $10M | +15% | 43k | 231.54 |
|
| Chevron Corporation (CVX) | 1.1 | $10M | +10% | 64k | 155.29 |
|
| Wal-Mart Stores (WMT) | 1.0 | $9.6M | +8% | 93k | 103.06 |
|
| Northrop Grumman Corporation (NOC) | 1.0 | $9.5M | 16k | 609.33 |
|
|
| General Dynamics Corporation (GD) | 1.0 | $9.3M | +5% | 27k | 341.00 |
|
| Home Depot (HD) | 0.9 | $8.9M | +4% | 22k | 405.18 |
|
| Lockheed Martin Corporation (LMT) | 0.9 | $8.7M | 17k | 499.20 |
|
|
| Boston Scientific Corporation (BSX) | 0.9 | $8.4M | +4% | 86k | 97.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $8.2M | +38% | 26k | 315.43 |
|
| Southern Company (SO) | 0.9 | $8.2M | +4% | 86k | 94.77 |
|
| Cigna Corp (CI) | 0.8 | $8.0M | +2% | 28k | 288.25 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $7.9M | -6% | 8.5k | 925.59 |
|
| Royal Caribbean Cruises (RCL) | 0.8 | $7.7M | -8% | 24k | 323.58 |
|
| Pure Storage Cl A (PSTG) | 0.8 | $7.6M | 90k | 83.81 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $7.4M | +14% | 12k | 600.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $7.3M | +4% | 13k | 568.82 |
|
| Uber Technologies (UBER) | 0.8 | $7.3M | +21% | 75k | 97.97 |
|
| Gilead Sciences (GILD) | 0.8 | $7.3M | +4% | 66k | 111.00 |
|
| Goldman Sachs (GS) | 0.7 | $7.0M | 8.8k | 796.35 |
|
|
| O'reilly Automotive (ORLY) | 0.6 | $6.1M | 57k | 107.81 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $5.9M | +2% | 19k | 309.73 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $5.6M | 12k | 485.03 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $5.5M | NEW | 97k | 57.10 |
|
| Fortinet (FTNT) | 0.5 | $5.0M | +16% | 59k | 84.08 |
|
| Ingredion Incorporated (INGR) | 0.5 | $4.5M | 37k | 122.11 |
|
|
| Tempur-Pedic International (SGI) | 0.5 | $4.5M | 54k | 84.33 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.3M | 18k | 243.55 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.5 | $4.3M | NEW | 40k | 108.80 |
|
| Otis Worldwide Corp (OTIS) | 0.4 | $3.9M | +10% | 43k | 91.43 |
|
| Block Cl A (XYZ) | 0.4 | $3.8M | 53k | 72.27 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.4 | $3.7M | -5% | 34k | 106.61 |
|
| Blackrock (BLK) | 0.4 | $3.7M | +9% | 3.1k | 1165.87 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.6M | 5.5k | 666.18 |
|
|
| Carrier Global Corporation (CARR) | 0.4 | $3.6M | +547% | 61k | 59.70 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.6M | +19% | 4.9k | 734.38 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $3.5M | 8.7k | 402.42 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.4M | 28k | 120.72 |
|
|
| Chipotle Mexican Grill (CMG) | 0.4 | $3.4M | 86k | 39.19 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.2M | +2% | 4.8k | 669.32 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.9M | +7% | 10k | 281.24 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.9M | 12k | 246.60 |
|
|
| Emerson Electric (EMR) | 0.3 | $2.9M | 22k | 131.18 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.9M | -11% | 32k | 89.34 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.3 | $2.8M | +2% | 76k | 37.50 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.8M | 42k | 68.08 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.8M | -3% | 21k | 133.90 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.3 | $2.7M | 66k | 40.35 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.6M | 5.6k | 468.41 |
|
|
| Arista Networks Com Shs (ANET) | 0.3 | $2.6M | -88% | 18k | 145.71 |
|
| Nike CL B (NKE) | 0.3 | $2.5M | 36k | 69.73 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $2.1M | NEW | 72k | 29.62 |
|
| Illinois Tool Works (ITW) | 0.2 | $2.1M | 8.1k | 260.76 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $1.8M | 6.2k | 293.50 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $1.7M | 22k | 78.34 |
|
|
| Fiserv (FI) | 0.2 | $1.7M | 13k | 128.93 |
|
|
| Amgen (AMGN) | 0.2 | $1.7M | +8% | 5.9k | 282.20 |
|
| Tesla Motors (TSLA) | 0.2 | $1.7M | +30% | 3.7k | 444.72 |
|
| Unilever Spon Adr New (UL) | 0.2 | $1.7M | +6% | 28k | 59.28 |
|
| Citigroup Com New (C) | 0.2 | $1.6M | NEW | 16k | 101.50 |
|
| Sempra Energy (SRE) | 0.2 | $1.6M | 18k | 89.98 |
|
|
| Linde SHS (LIN) | 0.2 | $1.6M | +2% | 3.3k | 475.00 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.6M | -6% | 15k | 103.07 |
|
| American Express Company (AXP) | 0.2 | $1.6M | +7% | 4.8k | 332.16 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $1.6M | NEW | 99k | 15.70 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $1.5M | +11% | 2.1k | 718.54 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.5M | +5% | 4.0k | 374.25 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.5M | 12k | 120.50 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.5M | 23k | 65.26 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.5M | +3% | 22k | 68.42 |
|
| Lowe's Companies (LOW) | 0.1 | $1.4M | -3% | 5.5k | 251.31 |
|
| Rockwell Automation (ROK) | 0.1 | $1.4M | 3.9k | 349.53 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.4M | 10k | 133.94 |
|
|
| Pepsi (PEP) | 0.1 | $1.4M | +24% | 9.7k | 140.44 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.4M | 11k | 118.83 |
|
|
| Philip Morris International (PM) | 0.1 | $1.3M | +397% | 8.3k | 162.20 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.3M | +51% | 26k | 51.59 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.3M | +30% | 4.2k | 303.89 |
|
| Stryker Corporation (SYK) | 0.1 | $1.2M | 3.3k | 369.67 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.2M | +2% | 4.0k | 300.41 |
|
| International Business Machines (IBM) | 0.1 | $1.2M | +18% | 4.3k | 282.16 |
|
| Honeywell International (HON) | 0.1 | $1.2M | 5.7k | 210.50 |
|
|
| Best Buy (BBY) | 0.1 | $1.2M | 16k | 75.62 |
|
|
| Paycom Software (PAYC) | 0.1 | $1.1M | 5.3k | 208.14 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | -8% | 3.1k | 346.26 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.1M | 8.3k | 130.28 |
|
|
| Celestica (CLS) | 0.1 | $1.1M | +3% | 4.4k | 246.38 |
|
| Progressive Corporation (PGR) | 0.1 | $1.0M | 4.2k | 246.95 |
|
|
| Southstate Bk Corp (SSB) | 0.1 | $1.0M | NEW | 10k | 98.87 |
|
| Caterpillar (CAT) | 0.1 | $1.0M | +43% | 2.1k | 477.15 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $991k | +6% | 5.9k | 167.33 |
|
| Ametek (AME) | 0.1 | $956k | +4% | 5.1k | 188.00 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $956k | 5.0k | 191.09 |
|
|
| Antero Res (AR) | 0.1 | $947k | 28k | 33.56 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $940k | +5% | 2.2k | 421.96 |
|
| Merck & Co (MRK) | 0.1 | $923k | -85% | 11k | 83.93 |
|
| Campbell Soup Company (CPB) | 0.1 | $904k | 29k | 31.58 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $900k | +4% | 25k | 35.79 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $873k | NEW | 2.6k | 337.49 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $872k | 17k | 50.23 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $861k | -3% | 11k | 79.94 |
|
| S&p Global (SPGI) | 0.1 | $831k | -7% | 1.7k | 486.72 |
|
| Coca-Cola Company (KO) | 0.1 | $831k | +148% | 13k | 66.32 |
|
| United Rentals (URI) | 0.1 | $826k | -2% | 865.00 | 954.66 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $822k | 8.5k | 96.55 |
|
|
| UnitedHealth (UNH) | 0.1 | $822k | -33% | 2.4k | 345.31 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $818k | 2.5k | 328.17 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $818k | 4.5k | 183.73 |
|
|
| Victorias Secret And Common Stock (VSCO) | 0.1 | $782k | 29k | 27.14 |
|
|
| Kkr & Co (KKR) | 0.1 | $780k | 6.0k | 129.95 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $757k | 8.9k | 84.83 |
|
|
| Rbc Cad (RY) | 0.1 | $755k | 5.1k | 147.32 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $754k | -2% | 7.6k | 99.38 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $748k | +61% | 12k | 62.47 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $742k | NEW | 2.1k | 355.47 |
|
| MetLife (MET) | 0.1 | $714k | -6% | 8.7k | 82.37 |
|
| Analog Devices (ADI) | 0.1 | $713k | 2.9k | 245.70 |
|
|
| Performance Food (PFGC) | 0.1 | $677k | -8% | 6.5k | 104.04 |
|
| Starbucks Corporation (SBUX) | 0.1 | $676k | +15% | 8.0k | 84.60 |
|
| Air Products & Chemicals (APD) | 0.1 | $660k | -7% | 2.4k | 272.73 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $638k | -4% | 4.6k | 139.17 |
|
| Diamondback Energy (FANG) | 0.1 | $638k | -86% | 4.5k | 143.11 |
|
| Sterling Construction Company (STRL) | 0.1 | $629k | 1.9k | 339.68 |
|
|
| Modine Manufacturing (MOD) | 0.1 | $622k | 4.4k | 142.16 |
|
|
| Garmin SHS (GRMN) | 0.1 | $621k | 2.5k | 246.22 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $617k | +9% | 3.1k | 201.53 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $616k | 2.1k | 293.79 |
|
|
| Prologis (PLD) | 0.1 | $616k | +20% | 5.4k | 114.52 |
|
| Constellation Energy (CEG) | 0.1 | $610k | 1.9k | 329.07 |
|
|
| Netflix (NFLX) | 0.1 | $608k | +23% | 507.00 | 1198.92 |
|
| Wells Fargo & Company (WFC) | 0.1 | $598k | NEW | 7.1k | 83.82 |
|
| Allstate Corporation (ALL) | 0.1 | $569k | +2% | 2.6k | 214.65 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $567k | 759.00 | 746.63 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $566k | +3% | 14k | 39.22 |
|
| Moody's Corporation (MCO) | 0.1 | $559k | -3% | 1.2k | 476.52 |
|
| Nucor Corporation (NUE) | 0.1 | $549k | 4.1k | 135.43 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $547k | +7% | 1.2k | 447.23 |
|
| Dxp Enterprises Com New (DXPE) | 0.1 | $542k | NEW | 4.6k | 119.07 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $531k | -9% | 1.5k | 352.75 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $528k | +22% | 3.1k | 170.85 |
|
| Paychex (PAYX) | 0.1 | $519k | -6% | 4.1k | 126.76 |
|
| American Electric Power Company (AEP) | 0.1 | $517k | 4.6k | 112.50 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $509k | NEW | 2.9k | 178.14 |
|
| Extra Space Storage (EXR) | 0.1 | $508k | +33% | 3.6k | 140.94 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $503k | 1.0k | 479.61 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $494k | +17% | 1.0k | 490.38 |
|
| Comfort Systems USA (FIX) | 0.1 | $491k | NEW | 595.00 | 825.18 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $486k | 2.1k | 234.98 |
|
|
| Qualcomm (QCOM) | 0.1 | $485k | 2.9k | 166.36 |
|
|
| Republic Services (RSG) | 0.1 | $480k | +4% | 2.1k | 229.48 |
|
| Union Pacific Corporation (UNP) | 0.1 | $476k | NEW | 2.0k | 236.37 |
|
| Digital Realty Trust (DLR) | 0.0 | $473k | +128% | 2.7k | 172.88 |
|
| Quanta Services (PWR) | 0.0 | $450k | 1.1k | 414.42 |
|
|
| PNC Financial Services (PNC) | 0.0 | $437k | +6% | 2.2k | 200.93 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $435k | +4% | 25k | 17.27 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $435k | NEW | 1.6k | 279.29 |
|
| Pfizer (PFE) | 0.0 | $431k | -8% | 17k | 25.48 |
|
| AutoZone (AZO) | 0.0 | $425k | 99.00 | 4290.24 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $409k | +20% | 1.7k | 236.06 |
|
| Royce Micro Capital Trust (RMT) | 0.0 | $400k | NEW | 39k | 10.39 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $398k | +4% | 3.2k | 124.34 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $398k | 5.1k | 78.37 |
|
|
| Medtronic SHS (MDT) | 0.0 | $386k | +4% | 4.1k | 95.24 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $375k | NEW | 1.7k | 214.59 |
|
| At&t (T) | 0.0 | $371k | +7% | 13k | 28.24 |
|
| Ecolab (ECL) | 0.0 | $370k | -17% | 1.4k | 273.86 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $364k | 1.5k | 241.96 |
|
|
| Walt Disney Company (DIS) | 0.0 | $364k | NEW | 3.2k | 114.50 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $362k | NEW | 5.3k | 68.81 |
|
| Metropcs Communications (TMUS) | 0.0 | $360k | +53% | 1.5k | 239.38 |
|
| Chubb (CB) | 0.0 | $357k | +6% | 1.3k | 282.25 |
|
| Verizon Communications (VZ) | 0.0 | $356k | -37% | 8.1k | 43.95 |
|
| Danaher Corporation (DHR) | 0.0 | $354k | 1.8k | 198.26 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $351k | NEW | 2.9k | 122.45 |
|
| Workday Cl A (WDAY) | 0.0 | $350k | +3% | 1.5k | 240.73 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $345k | +30% | 12k | 28.91 |
|
| Royce Value Trust (RVT) | 0.0 | $337k | NEW | 21k | 16.13 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $331k | 2.3k | 141.50 |
|
|
| Equifax (EFX) | 0.0 | $328k | NEW | 1.3k | 256.53 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $328k | +9% | 2.2k | 148.61 |
|
| American Tower Reit (AMT) | 0.0 | $325k | NEW | 1.7k | 192.32 |
|
| Consolidated Edison (ED) | 0.0 | $324k | NEW | 3.2k | 100.52 |
|
| Argan (AGX) | 0.0 | $322k | 1.2k | 270.05 |
|
|
| Gartner (IT) | 0.0 | $321k | -13% | 1.2k | 262.87 |
|
| Boeing Company (BA) | 0.0 | $321k | NEW | 1.5k | 215.83 |
|
| Applied Materials (AMAT) | 0.0 | $320k | 1.6k | 204.74 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $320k | -32% | 10k | 31.42 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $318k | 1.6k | 203.59 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $315k | +8% | 1.9k | 168.48 |
|
| L3harris Technologies (LHX) | 0.0 | $309k | NEW | 1.0k | 305.41 |
|
| Paypal Holdings (PYPL) | 0.0 | $308k | +4% | 4.6k | 67.06 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $300k | NEW | 1.7k | 178.73 |
|
| Piper Jaffray Companies (PIPR) | 0.0 | $299k | 861.00 | 346.81 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $294k | NEW | 3.8k | 76.62 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $289k | +8% | 381.00 | 758.15 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $285k | 4.8k | 59.92 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $284k | +21% | 9.1k | 31.15 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $283k | NEW | 851.00 | 332.69 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $279k | 2.1k | 131.24 |
|
|
| Parsons Corporation (PSN) | 0.0 | $276k | NEW | 3.3k | 82.92 |
|
| Deere & Company (DE) | 0.0 | $276k | 603.00 | 457.26 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $273k | NEW | 1.9k | 143.18 |
|
| Morgan Stanley Com New (MS) | 0.0 | $268k | NEW | 1.7k | 158.96 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $267k | NEW | 1.5k | 177.35 |
|
| Wec Energy Group (WEC) | 0.0 | $267k | +17% | 2.3k | 114.59 |
|
| Ituran Location And Control SHS (ITRN) | 0.0 | $265k | -3% | 7.4k | 35.72 |
|
| Bwx Technologies (BWXT) | 0.0 | $265k | NEW | 1.4k | 184.37 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $263k | 1.9k | 142.10 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $263k | +9% | 2.4k | 109.95 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $263k | 567.00 | 463.74 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $262k | -30% | 735.00 | 356.58 |
|
| Wingstop (WING) | 0.0 | $259k | +3% | 1.0k | 251.68 |
|
| Ge Aerospace Com New (GE) | 0.0 | $255k | NEW | 849.00 | 300.82 |
|
| Dover Corporation (DOV) | 0.0 | $254k | 1.5k | 166.83 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $250k | NEW | 2.6k | 96.49 |
|
| Carlisle Companies (CSL) | 0.0 | $244k | 742.00 | 328.96 |
|
|
| Iron Mountain (IRM) | 0.0 | $243k | NEW | 2.4k | 101.94 |
|
| Cadence Design Systems (CDNS) | 0.0 | $242k | 690.00 | 351.26 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $240k | -9% | 925.00 | 259.60 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $240k | 2.7k | 87.31 |
|
|
| Exelon Corporation (EXC) | 0.0 | $239k | 5.3k | 45.01 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $233k | -33% | 2.1k | 111.70 |
|
| Micron Technology (MU) | 0.0 | $232k | NEW | 1.4k | 167.32 |
|
| Waste Management (WM) | 0.0 | $232k | 1.1k | 220.83 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $232k | 5.1k | 45.72 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $231k | NEW | 1.6k | 145.61 |
|
| Costamare SHS (CMRE) | 0.0 | $230k | +30% | 19k | 11.91 |
|
| Travelers Companies (TRV) | 0.0 | $230k | NEW | 823.00 | 279.22 |
|
| Rollins (ROL) | 0.0 | $226k | NEW | 3.8k | 58.74 |
|
| Advanced Micro Devices (AMD) | 0.0 | $224k | NEW | 1.4k | 161.79 |
|
| Stride (LRN) | 0.0 | $223k | NEW | 1.5k | 148.94 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $223k | NEW | 1.8k | 123.75 |
|
| Ballys Corporation Common Stock (BALY) | 0.0 | $222k | 20k | 11.10 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $220k | NEW | 204.00 | 1078.60 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $218k | NEW | 4.2k | 51.48 |
|
| Yum! Brands (YUM) | 0.0 | $216k | +5% | 1.4k | 152.00 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $216k | 850.00 | 254.28 |
|
|
| salesforce (CRM) | 0.0 | $213k | -24% | 898.00 | 237.00 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $210k | 4.3k | 49.08 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $210k | NEW | 923.00 | 226.97 |
|
| Lennox International (LII) | 0.0 | $209k | NEW | 395.00 | 529.36 |
|
| PPG Industries (PPG) | 0.0 | $208k | 2.0k | 105.11 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $208k | NEW | 708.00 | 293.74 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $203k | NEW | 925.00 | 219.53 |
|
| Pool Corporation (POOL) | 0.0 | $202k | NEW | 652.00 | 310.07 |
|
| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $183k | NEW | 19k | 9.46 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $172k | NEW | 10k | 16.93 |
|
| BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $136k | NEW | 10k | 13.57 |
|
| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $129k | +11% | 11k | 11.57 |
|
| Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) | 0.0 | $98k | NEW | 25k | 3.97 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $97k | NEW | 11k | 9.10 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $95k | -5% | 10k | 9.11 |
|
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.0 | $56k | NEW | 16k | 3.47 |
|
Past Filings by Spirepoint Private Client
SEC 13F filings are viewable for Spirepoint Private Client going back to 2024
- Spirepoint Private Client 2025 Q3 filed Oct. 22, 2025
- Spirepoint Private Client 2025 Q2 filed July 16, 2025
- Spirepoint Private Client 2025 Q1 filed April 23, 2025
- Spirepoint Private Client 2024 Q4 filed Jan. 27, 2025
- Spirepoint Private Client 2024 Q3 filed Nov. 5, 2024
- Spirepoint Private Client 2024 Q2 filed Aug. 8, 2024
- Spirepoint Private Client 2024 Q1 filed May 10, 2024