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CIK: 0002022908
Total reported value
$1.2B
$1.2B
201 檔
19.6%
As reported in its official Q1 2024 Form 13F filing, Spirepoint Private Client, LLC's tracked investment portfolio stood at $1.2B with 201 total positions.
During Q1 2024, Spirepoint Private Client, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 24.49% | -0.68% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.13% | -0.10% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.41% | -0.14% | — | |
| 4 | CLH | Clean Harbors Inc | Stock-Industrials | 2.53% | -0.33% | — | |
| 5 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 2.38% | -0.01% | — | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.37% | -0.30% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.44% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.30% | — | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.09% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | +0.83% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +0.47% | — | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.50% | +0.39% | — | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 1.49% | -0.32% | — | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.22% | — | |
| 15 | AMLP | Alerian Mlp ETF | ETF-Other | 1.33% | -0.25% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | -0.01% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -0.53% | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.19% | — | |
| 19 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.16% | -0.03% | — | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.15% | +1.30% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.02% | — | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.05% | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.45% | — | |
| 24 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.97% | — | — | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 0.95% | — | — | |
| 26 | CI | THE Cigna Group | Stock-Healthcare | 0.95% | -0.02% | EXIT | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.93% | -0.42% | — | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.92% | -0.24% | — | |
| 29 | FANG | Diamondback Energy Inc | Stock-Energy | 0.85% | -0.01% | — | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | -0.79% | — | |
| 31 | ROBO | Robo Global Robotics And Aut | ETF-Other | 0.81% | — | — | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | -0.47% | — | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | -0.08% | — | |
| 34 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.70% | -0.61% | — | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.70% | -0.08% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.46% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.09% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.90% | — | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.14% | — | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.65% | -0.02% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.28% | — | |
| 42 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.63% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.37% | — | |
| 44 | POWL | Powell Industries Inc | Stock-Industrials | 0.54% | — | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | -0.01% | — | |
| 47 | KNX | Knight-swift Transportation | Stock-Industrials | 0.47% | — | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.02% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.02% | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.43% | -0.10% | — |
According to official SEC Form 13F filings, Spirepoint Private Client, LLC reported a total U.S. public equity portfolio value of $1.2B across 201 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 UPS, MSFT, AAPL) accounted for 19.6% of total reported equity market value during Q1 2024.
During Q1 2024, Spirepoint Private Client, LLC's top holdings by market value included UPS (24.5%)、MSFT (4.1%)、AAPL (3.4%). The largest single position, UPS, represented 24.5% of total portfolio value.
In Q1 2024, Spirepoint Private Client, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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