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CIK: 0002022908
Total reported value
$1.2B
$1.2B
211 檔
19.8%
According to the latest 13F quarterly dataset, Spirepoint Private Client, LLC managed an equity portfolio of $1.2B at the end of Q3 2024, spanning 211 distinct U.S. exchange-listed positions.
During Q3 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 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 19.55% | -0.68% | +0.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.22% | -0.14% | -0.17% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.10% | +1.02% | |
| 4 | CLH | Clean Harbors Inc | Stock-Industrials | 2.61% | -0.33% | -0.44% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.44% | -0.50% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.03% | -0.30% | +1.56% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.96% | +0.47% | +906.93% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.88% | -0.09% | +2.72% | |
| 9 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.82% | -0.01% | -14.01% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.30% | +3.11% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 1.80% | -0.32% | +2.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.83% | +0.44% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | +0.22% | -1.23% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.54% | +0.39% | +3.56% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.19% | +6.40% | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.32% | -0.03% | +1.50% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | +1.30% | +3.17% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-Other | 1.25% | -0.25% | +5.49% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.22% | +0.02% | +4.17% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.22% | -0.05% | +4.84% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.53% | +1.51% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.16% | -0.90% | +7.53% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.14% | -0.08% | +18.45% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.01% | +1.34% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.05% | -0.05% | +66.11% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.01% | — | +5.11% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.99% | -0.24% | +2.57% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.98% | -0.42% | +5.98% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.95% | -0.39% | +44.34% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.45% | +10.59% | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 0.93% | -0.02% | EXIT | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.84% | +0.23% | +10.81% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | -0.79% | +3.58% | |
| 34 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.82% | — | +0.01% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.11% | +124.96% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.14% | +3.64% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.47% | +2.36% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.28% | +2.60% | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.78% | -0.02% | +7.93% | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.77% | -0.61% | +1.97% | |
| 41 | POWL | Powell Industries Inc | Stock-Industrials | 0.76% | — | +2.47% | |
| 42 | FANG | Diamondback Energy Inc | Stock-Energy | 0.70% | -0.01% | +5.90% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.08% | +2.84% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.09% | +1.79% | |
| 45 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.64% | — | -1.09% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.46% | +0.10% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.37% | -0.31% | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.54% | -0.45% | +8.60% | |
| 49 | KNX | Knight-swift Transportation | Stock-Industrials | 0.52% | — | +12.75% | |
| 50 | CCI | Crown Castle Inc | Stock-Real Estate | 0.50% | — | +13.06% |
According to official SEC Form 13F filings, Spirepoint Private Client, LLC reported a total U.S. public equity portfolio value of $1.2B across 211 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including UPS, AAPL, MSFT) accounted for 19.8% of total reported equity market value during Q3 2024.
During Q3 2024, Spirepoint Private Client, LLC's top holdings by market value included UPS (19.6%)、AAPL (4.2%)、MSFT (3.7%). The largest single position, UPS, represented 19.6% of total portfolio value.
In Q3 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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