Spirepoint Private Client
Latest statistics and disclosures from Spirepoint Private Client's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, AAPL, VOO, AVGO, MSFT, and represent 22.67% of Spirepoint Private Client's stock portfolio.
- Added to shares of these 10 stocks: DUK (+$5.5M), KLAC (+$5.1M), LRCX, MSGE, ARES, KTOS, SOFI, TMO, AMLP, MIAX.
- Started 30 new stock positions in RDDT, SOFI, PIPR, VGK, VYMI, EEM, IPAC, AZN, WMB, ARES.
- Reduced shares in these 10 stocks: XLU (-$15M), VOO (-$10M), LMT (-$8.9M), , IVV, DGRO, RCL, DXPE, LRN, COST.
- Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, CVS, CDNS, DXPE, EFX, EXC, FTNT, IT, GM, INGR. INTU, IAU, LII, Piper Jaffray Companies, CRM, SAP, LRN, SNV, VRTX, WDAY, CRDO.
- Spirepoint Private Client was a net buyer of stock by $32M.
- Spirepoint Private Client has $1.1B in assets under management (AUM), dropping by 0.48%.
- Central Index Key (CIK): 0002022908
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Portfolio Holdings for Spirepoint Private Client
Spirepoint Private Client holds 322 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Svcs CL B (UPS) | 9.6 | $101M | 1.0M | 98.38 |
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| Apple (AAPL) | 4.2 | $44M | 172k | 253.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.0 | $32M | -24% | 53k | 597.55 |
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| Broadcom (AVGO) | 3.0 | $31M | +9% | 102k | 309.51 |
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| Microsoft Corporation (MSFT) | 2.9 | $31M | +3% | 82k | 370.17 |
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| Clean Harbors (CLH) | 2.9 | $30M | 106k | 286.73 |
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| Palantir Technologies Cl A (PLTR) | 2.9 | $30M | 207k | 146.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $28M | +2% | 97k | 287.56 |
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| Johnson & Johnson (JNJ) | 2.5 | $27M | +2% | 109k | 244.44 |
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| NVIDIA Corporation (NVDA) | 2.5 | $26M | 149k | 174.40 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 2.1 | $22M | +13% | 425k | 52.64 |
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| Amazon (AMZN) | 2.0 | $21M | +6% | 101k | 208.27 |
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| Eli Lilly & Co. (LLY) | 1.7 | $18M | +5% | 20k | 919.77 |
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| Nextera Energy (NEE) | 1.7 | $18M | +4% | 195k | 92.88 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $18M | +3% | 106k | 169.66 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.7 | $17M | +6% | 131k | 132.90 |
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| Chevron Corporation (CVX) | 1.5 | $16M | +8% | 78k | 206.90 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.4 | $15M | +17% | 205k | 73.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.4 | $14M | +6% | 66k | 215.06 |
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| TJX Companies (TJX) | 1.3 | $14M | +3% | 85k | 159.70 |
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| Wal-Mart Stores (WMT) | 1.3 | $14M | +5% | 108k | 124.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $13M | +9% | 26k | 479.20 |
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| Northrop Grumman Corporation (NOC) | 1.1 | $12M | +3% | 18k | 682.25 |
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| Visa Com Cl A (V) | 1.1 | $12M | +4% | 39k | 302.24 |
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| General Dynamics Corporation (GD) | 1.1 | $12M | +7% | 34k | 343.22 |
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| Palo Alto Networks (PANW) | 1.1 | $12M | +7% | 72k | 160.32 |
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| Gilead Sciences (GILD) | 1.1 | $11M | +5% | 80k | 139.37 |
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| Abbvie (ABBV) | 1.0 | $11M | +3% | 50k | 217.49 |
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| Southern Company (SO) | 1.0 | $10M | +7% | 105k | 96.52 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $9.9M | +3% | 198k | 49.89 |
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| Axon Enterprise (AXON) | 0.9 | $9.8M | +14% | 23k | 424.69 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $9.5M | +50% | 19k | 491.52 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $9.3M | +110% | 43k | 213.66 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $8.6M | 29k | 294.16 |
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| Costco Wholesale Corporation (COST) | 0.8 | $8.3M | -4% | 8.3k | 996.43 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $7.9M | +8% | 16k | 499.65 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $7.7M | +10% | 136k | 56.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $7.5M | 13k | 577.16 |
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| Goldman Sachs (GS) | 0.7 | $7.4M | 8.8k | 845.99 |
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| Procter & Gamble Company (PG) | 0.7 | $7.4M | 51k | 144.44 |
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| Uber Technologies (UBER) | 0.7 | $7.2M | +14% | 100k | 71.93 |
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| Boston Scientific Corporation (BSX) | 0.6 | $6.6M | +12% | 106k | 62.75 |
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| Rivian Automotive Com Cl A (RIVN) | 0.6 | $6.5M | 432k | 15.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.1M | +4% | 21k | 286.86 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $5.7M | +2360% | 44k | 130.94 |
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| Royal Caribbean Cruises (RCL) | 0.5 | $5.6M | -8% | 20k | 275.18 |
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| Kla Corp Com New (KLAC) | 0.5 | $5.4M | +1636% | 3.7k | 1472.43 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $5.4M | 13k | 426.40 |
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| Everpure Cl A (PSTG) | 0.5 | $5.3M | 90k | 59.04 |
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| Arthur J. Gallagher & Co. (AJG) | 0.5 | $5.3M | +10% | 24k | 216.58 |
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| O'reilly Automotive (ORLY) | 0.5 | $5.2M | 57k | 92.31 |
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| Madison Square Garden Entmt Com Cl A (MSGE) | 0.5 | $4.8M | NEW | 82k | 58.91 |
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| Tempur-Pedic International (SGI) | 0.4 | $4.3M | +2% | 58k | 73.92 |
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| Otis Worldwide Corp (OTIS) | 0.4 | $4.0M | +17% | 52k | 77.08 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $4.0M | 65k | 61.26 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $4.0M | NEW | 36k | 109.10 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $3.6M | +1172% | 51k | 70.51 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $3.4M | -80% | 75k | 45.89 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $3.3M | -4% | 5.1k | 650.34 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.3 | $3.3M | +4% | 84k | 39.48 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $3.3M | 9.0k | 367.44 |
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| Sofi Technologies (SOFI) | 0.3 | $3.2M | NEW | 202k | 15.88 |
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| Block Cl A (XYZ) | 0.3 | $3.2M | 53k | 60.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $3.1M | 28k | 113.11 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $3.1M | 87k | 35.44 |
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| Meta Platforms Cl A (META) | 0.3 | $3.0M | 5.2k | 572.15 |
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| Emerson Electric (EMR) | 0.3 | $2.9M | 22k | 131.02 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.3 | $2.9M | +5% | 74k | 38.98 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $2.7M | 86k | 32.01 |
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| Blackrock (BLK) | 0.3 | $2.7M | +2% | 2.8k | 961.71 |
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| Miami Intl Hldgs (MIAX) | 0.3 | $2.7M | NEW | 69k | 38.92 |
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| Home Depot (HD) | 0.2 | $2.6M | +13% | 7.8k | 328.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.4M | +50% | 36k | 67.53 |
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| Citigroup Com New (C) | 0.2 | $2.4M | -4% | 21k | 113.41 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.4M | 12k | 198.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.3M | -33% | 3.5k | 653.27 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.3M | 11k | 213.67 |
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| Arista Networks Com Shs (ANET) | 0.2 | $2.2M | 18k | 122.78 |
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| Illinois Tool Works (ITW) | 0.2 | $2.1M | 8.1k | 260.29 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.0M | -34% | 29k | 70.18 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $2.0M | -15% | 81k | 24.39 |
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| Amgen (AMGN) | 0.2 | $2.0M | -4% | 5.6k | 351.85 |
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| Nike CL B (NKE) | 0.2 | $1.9M | 36k | 52.82 |
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| Philip Morris International (PM) | 0.2 | $1.9M | +11% | 11k | 165.33 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $1.8M | +3% | 24k | 76.54 |
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| Cisco Systems (CSCO) | 0.2 | $1.8M | +2% | 23k | 77.59 |
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| Sempra Energy (SRE) | 0.2 | $1.8M | 18k | 97.17 |
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| Linde SHS (LIN) | 0.2 | $1.7M | -2% | 3.4k | 495.76 |
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| American Express Company (AXP) | 0.2 | $1.6M | 5.4k | 302.48 |
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| Pepsi (PEP) | 0.2 | $1.6M | 10k | 155.29 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.6M | 15k | 106.01 |
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| Oracle Corporation (ORCL) | 0.1 | $1.6M | -3% | 11k | 147.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.6M | +5% | 13k | 124.31 |
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | 31k | 48.75 |
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| Caterpillar (CAT) | 0.1 | $1.5M | 2.1k | 708.46 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.5M | 4.4k | 337.95 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.5M | +3% | 14k | 109.69 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.5M | 4.1k | 357.67 |
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| McDonald's Corporation (MCD) | 0.1 | $1.4M | 4.6k | 310.79 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.4M | 25k | 56.97 |
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| Rockwell Automation (ROK) | 0.1 | $1.4M | 3.9k | 358.88 |
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| Tesla Motors (TSLA) | 0.1 | $1.4M | -4% | 3.7k | 371.75 |
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| Merck & Co (MRK) | 0.1 | $1.4M | 12k | 120.29 |
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| Victorias Secret And Common Stock (VSCO) | 0.1 | $1.3M | 29k | 46.36 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | +5% | 6.5k | 203.18 |
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| Lowe's Companies (LOW) | 0.1 | $1.3M | 5.5k | 236.28 |
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| Bny Mellon Etf Trust Global Infrasctr (BKGI) | 0.1 | $1.3M | NEW | 29k | 44.54 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | -2% | 6.5k | 192.90 |
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| Celestica (CLS) | 0.1 | $1.2M | 4.4k | 281.68 |
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| Sterling Construction Company (STRL) | 0.1 | $1.2M | +12% | 3.0k | 407.27 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | 16k | 76.05 |
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| Antero Res (AR) | 0.1 | $1.2M | 28k | 42.44 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -88% | 2.0k | 604.39 |
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| Norfolk Southern (NSC) | 0.1 | $1.2M | 4.0k | 287.00 |
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| Honeywell International (HON) | 0.1 | $1.1M | -3% | 5.0k | 226.03 |
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| Ametek (AME) | 0.1 | $1.1M | 5.0k | 214.36 |
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| International Business Machines (IBM) | 0.1 | $1.0M | 4.3k | 242.39 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $1.0M | 5.0k | 206.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.0M | 16k | 64.08 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $999k | +2% | 2.5k | 398.00 |
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| Best Buy (BBY) | 0.1 | $997k | 16k | 64.20 |
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| Modine Manufacturing (MOD) | 0.1 | $990k | 4.6k | 216.71 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $973k | -3% | 7.8k | 125.13 |
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| Stryker Corporation (SYK) | 0.1 | $964k | -12% | 2.9k | 328.59 |
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| Southstate Bk Corp (SSB) | 0.1 | $959k | 10k | 92.52 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $945k | 26k | 36.21 |
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| Colgate-Palmolive Company (CL) | 0.1 | $925k | 11k | 85.23 |
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| Trane Technologies SHS (TT) | 0.1 | $909k | -3% | 2.2k | 416.74 |
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| Sherwin-Williams Company (SHW) | 0.1 | $898k | -5% | 2.8k | 320.55 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $895k | +5% | 6.6k | 135.72 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $883k | +4% | 4.5k | 194.14 |
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| Progressive Corporation (PGR) | 0.1 | $874k | +2% | 4.4k | 198.24 |
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| Abbott Laboratories (ABT) | 0.1 | $873k | -17% | 8.5k | 102.67 |
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| Bwx Technologies (BWXT) | 0.1 | $870k | +28% | 4.3k | 204.47 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $853k | +34% | 3.3k | 261.95 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $853k | NEW | 9.1k | 94.24 |
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| Comfort Systems USA (FIX) | 0.1 | $845k | 613.00 | 1379.07 |
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| Rbc Cad (RY) | 0.1 | $829k | 5.1k | 161.78 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $828k | 8.5k | 97.23 |
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| Analog Devices (ADI) | 0.1 | $823k | -12% | 2.6k | 318.14 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $819k | -2% | 14k | 58.78 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $815k | 8.9k | 91.37 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $810k | 7.5k | 107.39 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $799k | 2.5k | 320.81 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $799k | +8% | 1.9k | 430.29 |
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| Micron Technology (MU) | 0.1 | $784k | +25% | 2.3k | 337.84 |
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| Par Pac Holdings Com New (PARR) | 0.1 | $772k | +65% | 12k | 62.64 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $741k | +34% | 3.4k | 217.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $730k | +160% | 3.8k | 191.92 |
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| Fiserv (FISV) | 0.1 | $722k | 13k | 55.80 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Starbucks Corporation (SBUX) | 0.1 | $700k | +2% | 7.8k | 89.59 |
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| Kkr & Co (KKR) | 0.1 | $695k | 7.5k | 92.50 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $690k | 1.8k | 391.76 |
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| United Rentals (URI) | 0.1 | $684k | 939.00 | 728.56 |
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| Wells Fargo & Company (WFC) | 0.1 | $684k | +11% | 8.6k | 79.61 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $681k | 4.6k | 146.61 |
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| Prologis (PLD) | 0.1 | $667k | -8% | 5.0k | 132.18 |
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| Argan (AGX) | 0.1 | $666k | 1.2k | 544.72 |
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| American Electric Power Company (AEP) | 0.1 | $651k | +2% | 5.0k | 131.09 |
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| Paycom Software (PAYC) | 0.1 | $649k | 5.3k | 121.54 |
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| Campbell Soup Company (CPB) | 0.1 | $637k | 29k | 22.27 |
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| S&p Global (SPGI) | 0.1 | $622k | -14% | 1.5k | 425.39 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $617k | +14% | 5.4k | 114.99 |
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| Nucor Corporation (NUE) | 0.1 | $614k | -10% | 3.6k | 169.10 |
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| Applied Materials (AMAT) | 0.1 | $597k | +4% | 1.7k | 341.79 |
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| Welltower Inc Com reit (WELL) | 0.1 | $597k | -6% | 3.0k | 197.70 |
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| Quanta Services (PWR) | 0.1 | $596k | 1.1k | 549.02 |
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| Cheniere Energy Com New (LNG) | 0.1 | $591k | 2.1k | 283.76 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $586k | 12k | 50.12 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $573k | -7% | 2.7k | 211.17 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $571k | +57% | 5.0k | 114.83 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $567k | 11k | 50.63 |
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| Allstate Corporation (ALL) | 0.1 | $565k | 2.7k | 207.37 |
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| UnitedHealth (UNH) | 0.1 | $563k | -5% | 2.1k | 270.60 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $557k | -6% | 1.2k | 460.99 |
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| Royce Micro Capital Trust (RMT) | 0.1 | $541k | +15% | 48k | 11.31 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $540k | 2.1k | 257.35 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $530k | 759.00 | 697.72 |
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| Air Products & Chemicals (APD) | 0.1 | $528k | -12% | 1.8k | 290.51 |
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| MetLife (MET) | 0.0 | $524k | -8% | 7.4k | 70.72 |
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| Garmin SHS (GRMN) | 0.0 | $517k | -11% | 2.2k | 232.01 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $515k | +9% | 1.3k | 390.41 |
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| Moody's Corporation (MCO) | 0.0 | $514k | -3% | 1.2k | 436.30 |
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| Performance Food (PFGC) | 0.0 | $510k | 6.0k | 85.66 |
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| Ge Aerospace Com New (GE) | 0.0 | $498k | -4% | 1.8k | 283.77 |
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| Diamondback Energy (FANG) | 0.0 | $493k | -21% | 2.5k | 197.76 |
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| Netflix (NFLX) | 0.0 | $487k | -3% | 5.1k | 96.15 |
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| Digital Realty Trust (DLR) | 0.0 | $486k | -7% | 2.7k | 180.20 |
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| Royce Value Trust (RVT) | 0.0 | $485k | +23% | 29k | 16.60 |
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| Burlington Stores (BURL) | 0.0 | $476k | +32% | 1.5k | 325.38 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $467k | 5.2k | 90.53 |
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| PNC Financial Services (PNC) | 0.0 | $465k | 2.2k | 208.09 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $458k | 6.8k | 67.07 |
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| Constellation Energy (CEG) | 0.0 | $456k | -14% | 1.6k | 279.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $453k | 1.0k | 436.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $452k | -18% | 7.8k | 57.64 |
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| Cameco Corporation (CCJ) | 0.0 | $450k | NEW | 4.1k | 108.61 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $450k | +21% | 4.9k | 92.21 |
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| Lyft Cl A Com (LYFT) | 0.0 | $445k | NEW | 34k | 13.30 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $442k | -5% | 6.3k | 69.75 |
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| Union Pacific Corporation (UNP) | 0.0 | $433k | -14% | 1.8k | 242.62 |
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| Republic Services (RSG) | 0.0 | $430k | -2% | 2.0k | 219.02 |
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| Packaging Corporation of America (PKG) | 0.0 | $430k | +25% | 2.0k | 212.27 |
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| UMB Financial Corporation (UMBF) | 0.0 | $423k | +38% | 3.8k | 112.78 |
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| Boeing Company (BA) | 0.0 | $420k | -5% | 2.1k | 199.03 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $413k | -2% | 5.0k | 81.98 |
|
| Spx Corp (SPXC) | 0.0 | $412k | +26% | 2.1k | 199.94 |
|
| At&t (T) | 0.0 | $411k | +3% | 14k | 28.99 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $402k | +2% | 26k | 15.65 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $400k | +37% | 2.1k | 188.71 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $397k | -12% | 2.3k | 174.61 |
|
| Carrier Global Corporation (CARR) | 0.0 | $395k | +4% | 7.0k | 56.31 |
|
| Samsara Com Cl A (IOT) | 0.0 | $394k | NEW | 12k | 31.69 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $394k | 440.00 | 895.24 |
|
|
| Chubb (CB) | 0.0 | $393k | -5% | 1.2k | 325.93 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $390k | +75% | 4.6k | 84.81 |
|
| Manulife Finl Corp (MFC) | 0.0 | $390k | 11k | 34.44 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $389k | +18% | 6.8k | 57.62 |
|
| Walt Disney Company (DIS) | 0.0 | $386k | +14% | 4.0k | 96.38 |
|
| InterDigital (IDCC) | 0.0 | $382k | +33% | 1.3k | 302.05 |
|
| Ituran Location And Control SHS (ITRN) | 0.0 | $382k | 7.8k | 49.01 |
|
|
| L3harris Technologies (LHX) | 0.0 | $382k | 1.1k | 345.15 |
|
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $374k | +88% | 18k | 20.76 |
|
| Mueller Industries (MLI) | 0.0 | $372k | NEW | 3.4k | 110.81 |
|
| Extra Space Storage (EXR) | 0.0 | $370k | -7% | 2.8k | 131.13 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $366k | NEW | 4.8k | 76.51 |
|
| Paychex (PAYX) | 0.0 | $366k | 4.0k | 92.12 |
|
|
| Deere & Company (DE) | 0.0 | $366k | 649.00 | 563.30 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $361k | 1.7k | 206.34 |
|
|
| Consolidated Edison (ED) | 0.0 | $357k | -2% | 3.2k | 113.18 |
|
| Penguin Solutions (PENG) | 0.0 | $355k | +47% | 20k | 17.60 |
|
| Medtronic SHS (MDT) | 0.0 | $352k | -14% | 4.1k | 86.65 |
|
| Intercontinental Exchange (ICE) | 0.0 | $349k | +2% | 2.2k | 157.28 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $348k | -6% | 1.4k | 248.00 |
|
| Ge Vernova (GEV) | 0.0 | $341k | -6% | 391.00 | 872.34 |
|
| Ecolab (ECL) | 0.0 | $339k | 1.3k | 266.02 |
|
|
| Danaher Corporation (DHR) | 0.0 | $338k | 1.8k | 189.60 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $338k | 2.3k | 144.71 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $337k | NEW | 4.1k | 82.43 |
|
| Verizon Communications (VZ) | 0.0 | $334k | -29% | 6.7k | 50.20 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $333k | +66% | 15k | 21.62 |
|
| AutoZone (AZO) | 0.0 | $331k | 98.00 | 3377.78 |
|
|
| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.0 | $330k | +11% | 15k | 22.15 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $328k | +20% | 2.6k | 125.46 |
|
| Metropcs Communications (TMUS) | 0.0 | $325k | -8% | 1.5k | 210.03 |
|
| Nordson Corporation (NDSN) | 0.0 | $314k | -2% | 1.2k | 266.10 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $311k | -6% | 4.7k | 66.28 |
|
| Morgan Stanley Com New (MS) | 0.0 | $306k | 1.9k | 164.57 |
|
|
| Piper Sandler Companies Com New (PIPR) | 0.0 | $305k | NEW | 4.0k | 76.55 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $304k | -2% | 12k | 25.88 |
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $303k | NEW | 1.7k | 173.59 |
|
| Waste Management (WM) | 0.0 | $301k | +6% | 1.3k | 229.79 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $294k | NEW | 3.7k | 78.66 |
|
| Qualcomm (QCOM) | 0.0 | $294k | -22% | 2.3k | 128.78 |
|
| Dover Corporation (DOV) | 0.0 | $293k | -7% | 1.4k | 208.45 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.0 | $288k | +50% | 46k | 6.30 |
|
| Life360 (LIF) | 0.0 | $287k | +95% | 7.0k | 40.82 |
|
| AeroVironment (AVAV) | 0.0 | $284k | +36% | 1.6k | 183.05 |
|
| Advanced Micro Devices (AMD) | 0.0 | $283k | -2% | 1.4k | 203.43 |
|
| Wayfair Cl A (W) | 0.0 | $281k | NEW | 3.7k | 75.21 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $278k | 1.8k | 151.41 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $273k | NEW | 2.0k | 134.65 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $272k | -13% | 2.1k | 130.95 |
|
| Virtus Allianzgi Artificial (AIO) | 0.0 | $271k | +30% | 13k | 21.41 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $271k | -48% | 1.6k | 173.45 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $270k | -15% | 896.00 | 300.85 |
|
| Costamare SHS (CMRE) | 0.0 | $269k | +2% | 16k | 16.90 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $269k | -7% | 2.3k | 118.62 |
|
| Wec Energy Group (WEC) | 0.0 | $265k | -2% | 2.3k | 115.77 |
|
| M&T Bank Corporation (MTB) | 0.0 | $263k | +4% | 1.3k | 206.72 |
|
| Corning Incorporated (GLW) | 0.0 | $260k | NEW | 1.9k | 135.97 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $259k | 2.7k | 96.47 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $257k | +75% | 3.7k | 69.30 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $257k | 2.1k | 120.81 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $257k | -12% | 1.8k | 145.31 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $255k | -7% | 422.00 | 605.01 |
|
| Rollins (ROL) | 0.0 | $255k | -3% | 4.8k | 53.41 |
|
| Williams Companies (WMB) | 0.0 | $253k | NEW | 3.5k | 72.78 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $252k | 925.00 | 272.33 |
|
|
| Travelers Companies (TRV) | 0.0 | $251k | 861.00 | 291.68 |
|
|
| Cummins (CMI) | 0.0 | $251k | 466.00 | 538.02 |
|
|
| Carlisle Companies (CSL) | 0.0 | $248k | 742.00 | 333.62 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $245k | NEW | 4.3k | 56.79 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $244k | -5% | 5.4k | 44.84 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $240k | NEW | 182.00 | 1320.83 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $240k | -4% | 1.6k | 145.94 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $240k | 5.2k | 45.97 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $238k | +67% | 4.8k | 49.59 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $238k | -3% | 2.8k | 85.72 |
|
| Aon Shs Cl A (AON) | 0.0 | $237k | 735.00 | 322.78 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $235k | 507.00 | 463.19 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $232k | +14% | 2.5k | 93.98 |
|
| PPG Industries (PPG) | 0.0 | $230k | 2.2k | 106.88 |
|
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $228k | 10k | 22.06 |
|
|
| Iron Mountain (IRM) | 0.0 | $224k | -10% | 2.2k | 102.13 |
|
| Astrazeneca Ord (AZN) | 0.0 | $224k | NEW | 1.1k | 197.13 |
|
| Phillips 66 (PSX) | 0.0 | $222k | NEW | 1.2k | 182.18 |
|
| AFLAC Incorporated (AFL) | 0.0 | $221k | -2% | 2.0k | 109.71 |
|
| Yum! Brands (YUM) | 0.0 | $216k | -2% | 1.4k | 155.48 |
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $215k | 1.9k | 116.04 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $215k | -13% | 883.00 | 243.08 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $214k | NEW | 4.3k | 49.85 |
|
| ConocoPhillips (COP) | 0.0 | $214k | NEW | 1.6k | 131.98 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $214k | -3% | 1.0k | 209.02 |
|
| Emcor (EME) | 0.0 | $213k | NEW | 289.00 | 738.32 |
|
| Realty Income (O) | 0.0 | $211k | NEW | 3.5k | 61.18 |
|
| Cigna Corp (CI) | 0.0 | $209k | -31% | 783.00 | 266.75 |
|
| W.W. Grainger (GWW) | 0.0 | $208k | NEW | 191.00 | 1090.81 |
|
| Global X Fds Emerging Mkt Grt (EMC) | 0.0 | $206k | NEW | 6.7k | 30.89 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $203k | 708.00 | 287.18 |
|
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $203k | NEW | 2.4k | 86.15 |
|
| Ballys Corporation Common Stock (BALY) | 0.0 | $193k | 20k | 9.64 |
|
|
| Doubleline Yield (DLY) | 0.0 | $184k | +17% | 13k | 13.92 |
|
| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $181k | 20k | 9.21 |
|
|
| BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $174k | 10k | 17.31 |
|
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.0 | $150k | 10k | 14.36 |
|
|
| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $122k | 11k | 10.96 |
|
|
| European Equity Fund (EEA) | 0.0 | $109k | -2% | 11k | 9.89 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $93k | 11k | 8.66 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $89k | 10k | 8.62 |
|
|
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.0 | $58k | 16k | 3.58 |
|
Past Filings by Spirepoint Private Client
SEC 13F filings are viewable for Spirepoint Private Client going back to 2024
- Spirepoint Private Client 2026 Q1 filed April 22, 2026
- Spirepoint Private Client 2025 Q4 filed Jan. 22, 2026
- 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