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CIK: 0001801184
Total reported value
$568.0M
$568.0M
81 檔
44.5%
During the Q4 2024 filing period, Single Point Partners, LLC (CIK: 0001801184) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $568.0M across 81 reported positions.
In Q4 2024, Single Point Partners, LLC displayed an active expansion posture, initiating 44 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.06% | +0.23% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.92% | +0.17% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.62% | -0.53% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.35% | +0.36% | — | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.32% | -0.31% | — | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.01% | -0.03% | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.50% | -0.13% | — | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.08% | -0.14% | +5.70% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.72% | -0.22% | — | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.49% | +0.04% | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | +0.04% | -0.87% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.84% | -0.03% | — | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.82% | -0.05% | +4.54% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.55% | -0.17% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | +0.10% | — | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.39% | -0.06% | +6.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.02% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.02% | -0.15% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.01% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.01% | -4.51% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.78% | +0.01% | — | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.75% | -0.02% | +0.05% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.68% | -0.07% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.02% | — | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.50% | — | -0.70% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.49% | +0.03% | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | +0.07% | — | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.38% | -0.08% | — | |
| 30 | DINO | Hf Sinclair CORP | Stock-Energy | 0.33% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.02% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | — | -11.69% | |
| 33 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.27% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.01% | -3.89% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.23% | +0.02% | — | |
| 36 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.23% | -0.03% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | -0.31% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | -9.55% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | -0.01% | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | -0.03% | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | +0.01% | — | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.18% | -0.01% | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | — | — | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.16% | — | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | -17.41% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | -0.05% | — | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.13% | — | — | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.13% | -0.01% | — |
According to official SEC Form 13F filings, Single Point Partners, LLC reported a total U.S. public equity portfolio value of $568.0M across 81 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, AGG) accounted for 44.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
IVV
市值: $126.2M
Top Position Liquidated / Trimmed
QQQ
前期市值: $463.0K
During Q4 2024, Single Point Partners, LLC's top holdings by market value included IVV (29.1%)、IJH (9.9%)、AGG (8.6%). The largest single position, IVV, represented 29.1% of total portfolio value.
In Q4 2024, Single Point Partners, LLC made 50 total portfolio adjustments, initiating 44 new buys, adding to 3 positions, trimming 1 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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