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CIK: 0002022908
Total reported value
$1.2B
$1.2B
232 檔
18.7%
The Q2 2025 SEC filing reveals that Spirepoint Private Client, LLC held a total portfolio value of $1.2B, covering 232 public equity positions.
During Q2 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 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 12.47% | -0.68% | +0.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.10% | +0.65% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.34% | -0.14% | -0.12% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.19% | -0.90% | -2.60% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.86% | +0.47% | +1.65% | |
| 6 | CLH | Clean Harbors Inc | Stock-Industrials | 2.85% | -0.33% | -0.41% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.44% | +0.25% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.30% | +1.44% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | -0.30% | +0.09% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 1.74% | +0.95% | +745.64% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.83% | +0.73% | |
| 12 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.73% | +0.23% | +0.07% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-Other | 1.71% | -0.25% | -0.03% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.59% | -0.09% | +0.08% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.56% | +0.39% | +1.44% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | +0.22% | +2.43% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.41% | -0.32% | -2.15% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.36% | +1.30% | +2.51% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | -0.37% | +169.16% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | -0.01% | +1.29% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.30% | -0.08% | +2.23% | |
| 22 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.28% | -0.01% | +0.01% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.11% | +36.15% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.53% | +0.72% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | -0.24% | +1.35% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.19% | +83.00% | |
| 27 | CI | THE Cigna Group | Stock-Healthcare | 1.01% | -0.02% | EXIT | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.00% | -0.05% | -3.83% | |
| 29 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.99% | -0.61% | +3.02% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.98% | -0.39% | +5.00% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.45% | -0.35% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.28% | +3.37% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.92% | -0.03% | -8.76% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.90% | -0.05% | +0.26% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.88% | -0.42% | +1.66% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.03% | -2.04% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.86% | -0.14% | +1.09% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.86% | +0.25% | +3.43% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.79% | -0.24% | +1.68% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.47% | +2.55% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.08% | +1.84% | |
| 42 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.72% | — | +1.07% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | +0.01% | +252.58% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.02% | +0.02% | |
| 45 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.67% | -0.45% | +3.40% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.09% | +5.10% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.65% | -0.07% | +4.38% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.05% | -2.28% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.46% | +8.07% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.61% | — | +4.34% |
According to official SEC Form 13F filings, Spirepoint Private Client, LLC reported a total U.S. public equity portfolio value of $1.2B across 232 disclosed positions in Q2 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, MSFT, AAPL) accounted for 18.7% of total reported equity market value during Q2 2025.
During Q2 2025, Spirepoint Private Client, LLC's top holdings by market value included UPS (12.5%)、MSFT (4.2%)、AAPL (3.3%). The largest single position, UPS, represented 12.5% of total portfolio value.
In Q2 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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