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CIK: 0002022908
Total reported value
$1.2B
$1.2B
214 檔
17.7%
According to the latest 13F quarterly dataset, Spirepoint Private Client, LLC managed an equity portfolio of $1.2B at the end of Q1 2025, spanning 214 distinct U.S. exchange-listed positions.
During Q1 2025, 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 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 15.56% | -0.68% | -0.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.18% | -0.14% | -0.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.61% | -0.10% | +0.96% | |
| 4 | CLH | Clean Harbors Inc | Stock-Industrials | 2.82% | -0.33% | — | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.35% | -0.90% | -5.25% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.18% | -0.30% | +3.82% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-Other | 2.10% | -0.25% | +10.29% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.98% | +0.47% | +3.12% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.96% | -0.09% | +2.23% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.30% | +2.30% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.44% | -0.15% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.83% | +1.17% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 1.71% | -0.32% | +5.49% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.70% | +0.22% | +4.35% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | -0.01% | +0.03% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.45% | +0.39% | +1.25% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.42% | -0.08% | +19.09% | |
| 18 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.35% | -0.01% | -10.78% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | -0.53% | +5.01% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.45% | +11.81% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | +1.30% | +1.12% | |
| 22 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.27% | +0.23% | +14.51% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.05% | -10.39% | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.18% | -0.02% | +214.36% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.24% | +8.25% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.11% | +11.50% | |
| 27 | CI | THE Cigna Group | Stock-Healthcare | 1.11% | -0.02% | EXIT | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | -0.39% | +7.71% | |
| 29 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.05% | -0.61% | +9.03% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.03% | +10.45% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.02% | -0.42% | +3.82% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.05% | +3.93% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | -0.47% | +4.43% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.98% | -0.14% | +12.97% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.28% | +9.90% | |
| 36 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.94% | — | — | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.90% | -0.24% | — | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.90% | +0.25% | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.02% | +10.83% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.08% | +11.51% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.81% | -0.45% | +12.83% | |
| 42 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.77% | -0.03% | -49.47% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | -0.79% | +6.34% | |
| 44 | FANG | Diamondback Energy Inc | Stock-Energy | 0.73% | -0.01% | +3.39% | |
| 45 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.65% | — | +4.19% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.09% | +0.21% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.05% | -0.69% | |
| 48 | FTNT | Fortinet Inc | Stock-Tech | 0.62% | — | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.19% | -59.72% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.46% | -0.53% |
According to official SEC Form 13F filings, Spirepoint Private Client, LLC reported a total U.S. public equity portfolio value of $1.2B across 214 disclosed positions in Q1 2025.
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 17.7% of total reported equity market value during Q1 2025.
During Q1 2025, Spirepoint Private Client, LLC's top holdings by market value included UPS (15.6%)、AAPL (4.2%)、MSFT (3.6%). The largest single position, UPS, represented 15.6% of total portfolio value.
In Q1 2025, 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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