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, CLH, NVDA, and represent 32.42% of Spirepoint Private Client's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$13M), BRK.B, VTEB, BND, XLU, CVX, COST, CI, AXON, PLTR.
- Started 13 new stock positions in VB, TFC, PIPR, CHD, O, EAT, TMUS, MKC, BRO, YUM. PH, MHO, ZETA.
- Reduced shares in these 10 stocks: LW, RIVN, ANET, QQQJ, GSLC, , TFI, TGT, INTC, .
- Sold out of its positions in OWL, INTC, LW, MPC, TFI, SMCI, VLO, VUG, WEC.
- Spirepoint Private Client was a net buyer of stock by $29M.
- Spirepoint Private Client has $755M in assets under management (AUM), dropping by 7.06%.
- Central Index Key (CIK): 0002022908
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Portfolio Holdings for Spirepoint Private Client
Spirepoint Private Client holds 211 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 19.6 | $148M | 1.1M | 136.34 |
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| Apple (AAPL) | 4.2 | $32M | 137k | 233.00 |
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| Microsoft Corporation (MSFT) | 3.7 | $28M | 66k | 430.30 |
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| Clean Harbors (CLH) | 2.6 | $20M | 82k | 241.71 |
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| NVIDIA Corporation (NVDA) | 2.3 | $17M | 142k | 121.44 |
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| Johnson & Johnson (JNJ) | 2.0 | $15M | 94k | 162.06 |
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| Broadcom (AVGO) | 2.0 | $15M | +906% | 86k | 172.50 |
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| Procter & Gamble Company (PG) | 1.9 | $14M | +2% | 82k | 173.20 |
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| Rivian Automotive Com Cl A (RIVN) | 1.8 | $14M | -14% | 1.2M | 11.22 |
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| Amazon (AMZN) | 1.8 | $14M | +3% | 74k | 186.33 |
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| Nextera Energy (NEE) | 1.8 | $14M | +2% | 161k | 84.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $13M | 81k | 165.85 |
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| Eli Lilly & Co. (LLY) | 1.6 | $12M | 14k | 885.97 |
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| Select Sector Spdr Tr Technology (XLK) | 1.5 | $12M | +3% | 52k | 225.76 |
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| Costco Wholesale Corporation (COST) | 1.4 | $11M | +6% | 12k | 886.51 |
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| Royal Caribbean Cruises (RCL) | 1.3 | $9.9M | 56k | 177.36 |
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| Palo Alto Networks (PANW) | 1.3 | $9.6M | +3% | 28k | 341.80 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.3 | $9.5M | +5% | 201k | 47.13 |
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| UnitedHealth (UNH) | 1.2 | $9.2M | +4% | 16k | 584.68 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $9.2M | +4% | 16k | 584.54 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $9.2M | 78k | 117.22 |
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| Palantir Technologies Cl A (PLTR) | 1.2 | $8.8M | +7% | 236k | 37.20 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.1 | $8.6M | +18% | 107k | 80.78 |
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| Visa Com Cl A (V) | 1.1 | $8.6M | 31k | 274.95 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $7.9M | +66% | 155k | 51.12 |
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| Danaher Corporation (DHR) | 1.0 | $7.6M | +5% | 27k | 278.02 |
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| TJX Companies (TJX) | 1.0 | $7.5M | +2% | 64k | 117.54 |
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| Northrop Grumman Corporation (NOC) | 1.0 | $7.4M | +5% | 14k | 528.07 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $7.2M | +44% | 96k | 75.11 |
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| Chevron Corporation (CVX) | 0.9 | $7.1M | +10% | 48k | 147.27 |
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| Cigna Corp (CI) | 0.9 | $7.1M | +9% | 20k | 346.44 |
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| Axon Enterprise (AXON) | 0.8 | $6.3M | +10% | 16k | 399.60 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $6.2M | +3% | 10k | 618.57 |
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| Constellation Brands Cl A (STZ) | 0.8 | $6.2M | 24k | 257.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.1M | +124% | 13k | 460.26 |
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| Southern Company (SO) | 0.8 | $6.1M | +3% | 68k | 90.18 |
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| Abbvie (ABBV) | 0.8 | $6.1M | +2% | 31k | 197.48 |
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| Wal-Mart Stores (WMT) | 0.8 | $5.9M | +2% | 73k | 80.75 |
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| Air Products & Chemicals (APD) | 0.8 | $5.9M | +7% | 20k | 297.74 |
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| Boston Scientific Corporation (BSX) | 0.8 | $5.8M | 70k | 83.80 |
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| Powell Industries (POWL) | 0.8 | $5.8M | +2% | 26k | 221.99 |
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| Diamondback Energy (FANG) | 0.7 | $5.3M | +5% | 31k | 172.40 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $5.1M | +2% | 10k | 493.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $5.0M | 10k | 488.07 |
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| Ingredion Incorporated (INGR) | 0.6 | $4.8M | 35k | 137.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $4.8M | 9.1k | 527.67 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $4.2M | 21k | 198.06 |
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| Arthur J. Gallagher & Co. (AJG) | 0.5 | $4.1M | +8% | 15k | 281.38 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.5 | $4.0M | +12% | 73k | 53.95 |
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| Crown Castle Intl (CCI) | 0.5 | $3.8M | +13% | 32k | 118.63 |
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| Medtronic SHS (MDT) | 0.5 | $3.7M | +14% | 41k | 90.03 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.6M | 17k | 210.86 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $3.5M | 9.3k | 375.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.2M | 5.5k | 573.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.1M | 5.4k | 576.82 |
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| Iqvia Holdings (IQV) | 0.4 | $3.1M | +8% | 13k | 236.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.0M | -2% | 18k | 167.19 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $3.0M | +7% | 9.2k | 321.95 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.0M | 31k | 95.75 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.4 | $2.9M | -2% | 27k | 106.76 |
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| Veralto Corp Com Shs (VLTO) | 0.4 | $2.8M | +21% | 25k | 111.86 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.6M | 30k | 87.80 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.5M | 40k | 62.69 |
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| BlackRock (BLK) | 0.3 | $2.5M | 2.6k | 949.51 |
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| Merck & Co (MRK) | 0.3 | $2.5M | 22k | 113.56 |
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| Meta Platforms Cl A (META) | 0.3 | $2.1M | -9% | 3.8k | 572.44 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.8M | 11k | 154.02 |
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| Arista Networks (ANET) | 0.2 | $1.7M | -39% | 4.4k | 383.82 |
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| Linde SHS (LIN) | 0.2 | $1.7M | 3.5k | 476.86 |
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| Home Depot (HD) | 0.2 | $1.7M | 4.2k | 405.20 |
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| Automatic Data Processing (ADP) | 0.2 | $1.7M | 6.1k | 276.73 |
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| Oracle Corporation (ORCL) | 0.2 | $1.6M | 9.6k | 170.40 |
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| Lowe's Companies (LOW) | 0.2 | $1.6M | -2% | 6.0k | 270.85 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.6M | -3% | 1.4k | 1151.60 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.5M | 23k | 67.51 |
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| Pfizer (PFE) | 0.2 | $1.5M | 50k | 28.94 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | +3% | 2.8k | 517.78 |
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| Sherwin-Williams Company (SHW) | 0.2 | $1.3M | 3.5k | 381.67 |
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| Gartner (IT) | 0.2 | $1.3M | 2.6k | 506.76 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.3M | 4.0k | 331.44 |
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| S&p Global (SPGI) | 0.2 | $1.3M | 2.5k | 516.65 |
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| Amgen (AMGN) | 0.2 | $1.3M | 4.0k | 322.21 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | 21k | 62.32 |
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| Stryker Corporation (SYK) | 0.2 | $1.3M | 3.5k | 361.27 |
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| Goldman Sachs (GS) | 0.2 | $1.2M | 2.5k | 495.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | 10k | 116.96 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | 4.5k | 261.63 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.1M | +15% | 13k | 90.40 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.1M | -25% | 9.8k | 112.94 |
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| Pepsi (PEP) | 0.1 | $1.1M | 6.4k | 170.05 |
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| Prologis (PLD) | 0.1 | $1.1M | 8.6k | 126.28 |
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| Performance Food (PFGC) | 0.1 | $1.1M | 14k | 78.37 |
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| Rockwell Automation (ROK) | 0.1 | $1.1M | 4.0k | 268.46 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $1.0M | -9% | 8.2k | 127.10 |
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| Honeywell International (HON) | 0.1 | $1.0M | 5.0k | 206.71 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.0M | 18k | 57.62 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.1 | $1.0M | -6% | 11k | 95.03 |
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| Sempra Energy (SRE) | 0.1 | $1.0M | 12k | 83.63 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.0M | 9.7k | 103.81 |
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| South State Corporation (SSB) | 0.1 | $990k | -17% | 10k | 97.18 |
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| Norfolk Southern (NSC) | 0.1 | $975k | 3.9k | 248.50 |
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| Modine Manufacturing (MOD) | 0.1 | $960k | 7.2k | 132.79 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $945k | -10% | 17k | 57.07 |
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| Moody's Corporation (MCO) | 0.1 | $924k | 1.9k | 474.61 |
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| Illinois Tool Works (ITW) | 0.1 | $919k | 3.5k | 262.07 |
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| Abbott Laboratories (ABT) | 0.1 | $911k | -2% | 8.0k | 114.01 |
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| Paycom Software (PAYC) | 0.1 | $889k | 5.3k | 166.57 |
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| United Rentals (URI) | 0.1 | $865k | -6% | 1.1k | 809.77 |
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| Lam Research Corporation (LRCX) | 0.1 | $860k | 1.1k | 816.10 |
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| Ametek (AME) | 0.1 | $833k | 4.9k | 171.71 |
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| International Business Machines (IBM) | 0.1 | $831k | 3.8k | 221.08 |
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| MetLife (MET) | 0.1 | $828k | 10k | 82.48 |
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| Kkr & Co (KKR) | 0.1 | $785k | 6.0k | 130.58 |
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| Applied Materials (AMAT) | 0.1 | $766k | +2% | 3.8k | 202.05 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $731k | 8.2k | 88.92 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $694k | 14k | 49.92 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
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| Bally's Corp (BALY) | 0.1 | $690k | -20% | 40k | 17.25 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $684k | 8.9k | 76.70 |
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| Starbucks Corporation (SBUX) | 0.1 | $677k | -11% | 6.9k | 97.49 |
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| Analog Devices (ADI) | 0.1 | $669k | 2.9k | 230.17 |
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| Bank of America Corporation (BAC) | 0.1 | $662k | 17k | 39.68 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $658k | 6.8k | 96.38 |
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| Rbc Cad (RY) | 0.1 | $639k | 5.1k | 124.73 |
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| Nucor Corporation (NUE) | 0.1 | $637k | 4.2k | 150.34 |
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| Qualcomm (QCOM) | 0.1 | $637k | 3.7k | 170.05 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $631k | -40% | 21k | 30.37 |
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| Cisco Systems (CSCO) | 0.1 | $629k | -4% | 12k | 53.22 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $628k | 2.8k | 223.09 |
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| Carrier Global Corporation (CARR) | 0.1 | $627k | +6% | 7.8k | 80.49 |
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| Caterpillar (CAT) | 0.1 | $622k | 1.6k | 391.12 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $617k | 15k | 41.77 |
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| Paychex (PAYX) | 0.1 | $616k | 4.6k | 134.19 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $611k | 5.0k | 121.16 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $598k | -4% | 1.7k | 353.48 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $562k | 1.1k | 491.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $525k | 1.9k | 283.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $514k | -11% | 7.0k | 73.67 |
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| Coca-Cola Company (KO) | 0.1 | $502k | 7.0k | 71.86 |
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| Verizon Communications (VZ) | 0.1 | $490k | +8% | 11k | 44.91 |
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| Constellation Energy (CEG) | 0.1 | $488k | 1.9k | 260.02 |
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| Trane Technologies SHS (TT) | 0.1 | $486k | 1.3k | 388.73 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $457k | 779.00 | 586.52 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $452k | 2.2k | 206.57 |
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| Emerson Electric (EMR) | 0.1 | $451k | 4.1k | 109.37 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $430k | 3.0k | 142.28 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $424k | 29k | 14.70 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $418k | 5.0k | 83.00 |
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| Ecolab (ECL) | 0.1 | $417k | -3% | 1.6k | 255.33 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $415k | +2% | 3.2k | 130.55 |
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| Nike CL B (NKE) | 0.1 | $414k | -5% | 4.7k | 88.40 |
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| AFLAC Incorporated (AFL) | 0.1 | $406k | 3.6k | 111.80 |
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| Republic Services (RSG) | 0.1 | $403k | 2.0k | 200.84 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $396k | 10k | 39.64 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $389k | 2.5k | 153.13 |
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| Allstate Corporation (ALL) | 0.1 | $380k | 2.0k | 189.65 |
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| PNC Financial Services (PNC) | 0.1 | $379k | 2.1k | 184.85 |
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| Aon Shs Cl A (AON) | 0.0 | $364k | -4% | 1.1k | 345.99 |
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| Cheniere Energy Com New (LNG) | 0.0 | $355k | 2.0k | 179.84 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $350k | 4.0k | 88.14 |
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| Workday Cl A (WDAY) | 0.0 | $342k | -3% | 1.4k | 244.41 |
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| Chubb (CB) | 0.0 | $342k | -6% | 1.2k | 288.39 |
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| Becton, Dickinson and (BDX) | 0.0 | $335k | -9% | 1.4k | 241.10 |
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| Garmin SHS (GRMN) | 0.0 | $334k | 1.9k | 176.03 |
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| Carlisle Companies (CSL) | 0.0 | $334k | 742.00 | 449.75 |
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| Wingstop (WING) | 0.0 | $332k | +13% | 798.00 | 416.08 |
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| salesforce (CRM) | 0.0 | $327k | -17% | 1.2k | 273.72 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $326k | 2.3k | 139.49 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $322k | 1.7k | 189.80 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $320k | 1.1k | 282.20 |
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| AutoZone (AZO) | 0.0 | $318k | 101.00 | 3150.04 |
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| Dover Corporation (DOV) | 0.0 | $318k | 1.7k | 191.74 |
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| Tempur-Pedic International (TPX) | 0.0 | $318k | 5.8k | 54.60 |
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| Blue Bird Corp (BLBD) | 0.0 | $306k | -15% | 6.4k | 47.96 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $305k | NEW | 10k | 29.83 |
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| At&t (T) | 0.0 | $291k | 13k | 22.00 |
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| Netflix (NFLX) | 0.0 | $282k | -2% | 397.00 | 709.27 |
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| Sterling Construction Company (STRL) | 0.0 | $281k | +3% | 1.9k | 145.02 |
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| Intercontinental Exchange (ICE) | 0.0 | $277k | 1.7k | 160.64 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $272k | -6% | 3.5k | 78.05 |
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| Biogen Idec (BIIB) | 0.0 | $262k | 1.3k | 193.84 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $258k | 1.9k | 135.44 |
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| Deere & Company (DE) | 0.0 | $258k | 618.00 | 417.33 |
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| Bristol Myers Squibb (BMY) | 0.0 | $256k | -44% | 4.9k | 51.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $251k | 4.8k | 52.81 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $250k | 590.00 | 423.12 |
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| Juniper Networks (JNPR) | 0.0 | $248k | 6.4k | 38.98 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $239k | NEW | 840.00 | 283.88 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $238k | -5% | 2.0k | 119.07 |
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| Realty Income (O) | 0.0 | $232k | NEW | 3.7k | 63.42 |
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| Brown & Brown (BRO) | 0.0 | $229k | NEW | 2.2k | 103.60 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $228k | NEW | 2.8k | 82.30 |
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| Keurig Dr Pepper (KDP) | 0.0 | $226k | 6.0k | 37.48 |
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| Abercrombie & Fitch Cl A (ANF) | 0.0 | $225k | +3% | 1.6k | 139.90 |
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| Celestica (CLS) | 0.0 | $222k | +2% | 4.3k | 51.12 |
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| M/I Homes (MHO) | 0.0 | $220k | NEW | 1.3k | 171.36 |
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| Truist Financial Corp equities (TFC) | 0.0 | $217k | NEW | 5.1k | 42.77 |
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| Brinker International (EAT) | 0.0 | $216k | NEW | 2.8k | 76.53 |
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| Target Corporation (TGT) | 0.0 | $213k | -56% | 1.4k | 155.86 |
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| Elf Beauty (ELF) | 0.0 | $210k | +11% | 1.9k | 109.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $209k | 744.00 | 280.47 |
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| Metropcs Communications (TMUS) | 0.0 | $208k | NEW | 1.0k | 206.36 |
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| Yum! Brands (YUM) | 0.0 | $206k | NEW | 1.5k | 139.71 |
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| Costamare SHS (CMRE) | 0.0 | $205k | +3% | 13k | 15.72 |
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| Manulife Finl Corp (MFC) | 0.0 | $204k | -19% | 6.9k | 29.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $202k | NEW | 850.00 | 237.21 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $202k | NEW | 319.00 | 631.82 |
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| Church & Dwight (CHD) | 0.0 | $200k | NEW | 1.9k | 104.72 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $137k | 15k | 9.10 |
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| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $113k | 10k | 11.26 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $98k | +6% | 11k | 8.65 |
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Past Filings by Spirepoint Private Client
SEC 13F filings are viewable for Spirepoint Private Client going back to 2024
- 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