Shorepoint Capital Partners LLC holdings history

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224 is the total number of securities Shorepoint Capital Partners LLC has owned. The longest Shorepoint Capital Partners LLC has owned a single stock is 18 quarters.

Shorepoint Capital Partners LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHD SCHWAB STRATEGIC TR993.62%5.07%6.54%Q1 2019Q3 202318
ABBV ABBVIE INC991.89%3.53%5.51%Q1 2019Q3 202318
SCHG SCHWAB STRATEGIC TR991.74%3.17%4.32%Q1 2019Q3 202318
AAPL APPLE INC991.67%2.63%3.44%Q1 2019Q3 202318
JNJ JOHNSON & JOHNSON991.66%2.54%3.24%Q1 2019Q3 202318
JPM JPMORGAN CHASE & CO991.82%2.47%2.89%Q1 2019Q3 202318
QCOM QUALCOMM INC991.18%1.99%2.91%Q1 2019Q3 202318
PEP PEPSICO INC991.35%1.87%2.29%Q1 2019Q3 202318
MSFT MICROSOFT CORP991.23%1.85%3.50%Q1 2019Q3 202318
MRK MERCK & CO. INC991.48%1.82%2.28%Q1 2019Q3 202318
CMCSA COMCAST CORP NEW991.17%1.60%1.94%Q1 2019Q3 202318
VFC V F CORP990.40%1.60%2.47%Q1 2019Q3 202318
CSCO CISCO SYS INC991.10%1.54%1.95%Q1 2019Q3 202318
VZ VERIZON COMMUNICATIONS...990.73%1.52%2.11%Q1 2019Q3 202318
MCD MCDONALDS CORP991.05%1.50%1.85%Q1 2019Q3 202318
LOW LOWES COS INC990.42%1.45%2.52%Q1 2019Q3 202318
CVX CHEVRON CORP NEW990.25%1.29%2.37%Q1 2019Q3 202318
TMO THERMO FISHER SCIENTIF...990.72%1.19%2.40%Q1 2019Q3 202318
ABT ABBOTT LABS990.32%1.12%2.26%Q1 2019Q3 202318
MDT MEDTRONIC PLC990.54%1.10%1.82%Q1 2019Q3 202318
KHC KRAFT HEINZ CO990.60%1.07%1.65%Q1 2019Q3 202318
KMI KINDER MORGAN INC DEL990.70%0.97%1.22%Q1 2019Q3 202318
GOOGL ALPHABET INC990.58%0.90%1.42%Q1 2019Q3 202318
V VISA INC990.54%0.76%0.97%Q1 2019Q3 202318
HON HONEYWELL INTL INC990.32%0.47%1.05%Q1 2019Q3 202318
SCHB SCHWAB STRATEGIC TR990.27%0.44%0.58%Q1 2019Q3 202318
NSC NORFOLK SOUTHN CORP990.15%0.20%0.25%Q1 2019Q3 202318
MDLZ MONDELEZ INTL INC990.13%0.17%0.26%Q1 2019Q3 202318
RYH INVESCO EXCHANGE TRADE...990.07%0.12%0.18%Q1 2019Q3 202318
AVGO BROADCOM INC981.82%2.56%4.76%Q1 2019Q2 202317
CVS CVS HEALTH CORP981.21%2.56%3.33%Q1 2019Q2 202317
ETN EATON CORP PLC980.96%1.36%1.67%Q1 2019Q2 202317
BAC BK OF AMERICA CORP980.44%0.82%1.08%Q1 2019Q2 202317
AMZN AMAZON COM INC980.41%0.62%0.79%Q1 2019Q2 202317
ADBE ADOBE SYSTEMS INCORPOR...980.34%0.48%0.64%Q1 2019Q2 202317
SO SOUTHERN CO930.12%0.29%0.80%Q1 2019Q3 202317
USB US BANCORP DEL970.86%1.38%1.75%Q1 2019Q1 202316
VTR VENTAS INC970.06%1.24%1.80%Q1 2019Q1 202316
CTSH COGNIZANT TECHNOLOGY S...970.10%0.62%0.80%Q1 2019Q1 202316
AES AES CORP960.63%1.18%1.67%Q4 2019Q3 202315
VB VANGUARD INDEX FDS950.29%2.22%3.20%Q1 2020Q3 202314
BMY BRISTOL-MYERS SQUIBB CO951.46%2.10%2.83%Q1 2020Q3 202314
PNC PNC FINL SVCS GROUP INC950.93%1.91%2.53%Q1 2020Q3 202314
TRV TRAVELERS COMPANIES INC951.03%1.88%2.44%Q1 2020Q3 202314
VO VANGUARD INDEX FDS951.10%1.71%2.16%Q1 2020Q3 202314
SJM SMUCKER J M CO950.72%1.54%2.06%Q1 2020Q3 202314
TT TRANE TECHNOLOGIES PLC950.95%1.51%1.94%Q1 2020Q3 202314
D DOMINION ENERGY INC951.15%1.32%1.68%Q1 2019Q3 202214
PSX PHILLIPS 66951.05%1.30%1.62%Q1 2020Q3 202314
LHX L3HARRIS TECHNOLOGIES INC860.24%0.63%1.33%Q4 2019Q2 202314
ZTS ZOETIS INC950.27%0.46%0.62%Q1 2020Q3 202314
FISV FISERV INC770.11%0.43%0.54%Q3 2019Q1 202314
UNP UNION PAC CORP940.66%1.33%1.83%Q2 2020Q3 202313
TGT TARGET CORP940.57%1.12%1.47%Q2 2020Q3 202313
DLR DIGITAL RLTY TR INC760.62%1.06%1.66%Q3 2019Q4 202213
CB CHUBB LIMITED940.36%0.56%0.76%Q2 2020Q3 202313
EAD WELLS FARGO INCOME OPP...940.04%0.27%0.49%Q1 2019Q2 202213
BCE BCE INC840.75%1.01%1.20%Q2 2020Q2 202312
TJX TJX COS INC NEW410.13%0.81%1.67%Q1 2019Q3 202312
SYK STRYKER CORPORATION910.06%0.49%0.62%Q1 2019Q4 202212
DISCK DISCOVERY INC930.32%0.42%0.61%Q1 2019Q1 202212
UPS UNITED PARCEL SERVICE INC920.76%1.07%1.32%Q4 2020Q3 202311
LYB LYONDELLBASELL INDUSTR...920.78%1.05%1.33%Q4 2020Q3 202311
CRM SALESFORCE INC920.19%0.36%0.51%Q4 2020Q3 202311
EQIX EQUINIX INC920.26%0.34%0.41%Q1 2019Q4 202111
LMT LOCKHEED MARTIN CORP910.44%0.71%0.90%Q1 2019Q3 202110
JMST J P MORGAN EXCHANGE-TR...630.11%1.24%3.30%Q3 2020Q4 20229
PFE PFIZER INC810.09%0.44%0.56%Q1 2019Q4 20229
BIIB BIOGEN INC990.25%0.40%0.71%Q1 2019Q1 20219
AMT AMERICAN TOWER CORP NEW810.16%0.36%0.45%Q1 2021Q2 20239
WEC WEC ENERGY GROUP INC810.09%0.23%0.32%Q1 2019Q4 20229
RCS PIMCO STRATEGIC INCOME FD540.04%0.14%0.32%Q1 2020Q2 20229
VUG VANGUARD INDEX FDS990.06%0.09%0.11%Q3 2021Q3 20239
DE DEERE & CO COM440.23%0.59%1.09%Q1 2019Q3 20238
GOOG ALPHABET INC440.13%0.47%0.85%Q1 2019Q3 20238
FRANKLIN BSP RLTY TR INC880.09%0.47%0.77%Q4 2021Q3 20238
BABA ALIBABA GROUP HLDG LTD880.35%0.45%0.60%Q1 2019Q4 20208
KMB KIMBERLY-CLARK CORP880.14%0.16%0.20%Q1 2019Q4 20208
VIG VANGUARD SPECIALIZED F...440.06%0.08%0.10%Q3 2021Q3 20238
VV VANGUARD INDEX FDS440.06%0.08%0.10%Q3 2021Q3 20238
VLO VALERO ENERGY CORP NEW430.15%1.22%2.09%Q1 2019Q3 20237
UL UNILEVER PLC430.08%0.70%1.21%Q1 2019Q2 20237
FB META PLATFORMS INC770.23%0.46%0.82%Q1 2022Q3 20237
ADSK AUTODESK INC520.31%0.39%0.47%Q1 2020Q4 20217
SHW SHERWIN WILLIAMS CO610.21%0.28%0.36%Q1 2021Q4 20227
PG PROCTER & GAMBLE CO410.07%0.11%0.17%Q3 2019Q3 20237
EBC EASTERN BANKSHARES INC520.08%0.10%0.11%Q4 2020Q3 20227
NVS NOVARTIS AG661.25%1.41%1.65%Q1 2019Q2 20206
TFC TRUIST FINL CORP660.64%0.99%1.29%Q4 2021Q1 20236
WARNER BROS DISCOVERY INC660.19%0.62%1.13%Q2 2022Q3 20236
RC READY CAPITAL CORP660.42%0.53%0.72%Q2 2022Q3 20236
ATVI ACTIVISION BLIZZARD INC660.24%0.32%0.42%Q1 2022Q2 20236
CCL CARNIVAL CORP551.74%1.91%2.21%Q1 2019Q1 20205
PGX INVESCO EXCHNG TRADED ...550.18%1.71%2.84%Q1 2019Q1 20205
PPL PPL CORP551.12%1.18%1.28%Q1 2019Q1 20205
OXY OCCIDENTAL PETE CORP550.67%1.08%1.45%Q1 2019Q1 20205
JCI JOHNSON CTLS INTL PLC550.94%1.07%1.19%Q1 2019Q1 20205
RTX RTX CORPORATION320.07%1.01%2.01%Q2 2020Q3 20235
TPR TAPESTRY INC550.46%0.89%1.24%Q1 2019Q1 20205
JMUB J P MORGAN EXCHANGE TR...550.60%0.88%1.22%Q2 2022Q2 20235
RTN RAYTHEON CO550.51%0.60%0.66%Q1 2019Q1 20205
EFR EATON VANCE SR FLTNG R...210.14%0.60%1.66%Q4 2019Q2 20225
ACGL ARCH CAP GROUP LTD550.51%0.55%0.57%Q1 2019Q1 20205
ED CONSOLIDATED EDISON INC320.06%0.11%0.14%Q1 2019Q1 20235
VTIP VANGUARD MALVERN FDS443.10%4.44%5.09%Q3 2021Q2 20224
TYG TORTOISE ENERGY INFRA ...442.28%4.41%5.33%Q1 2019Q4 20194
BSV VANGUARD BD INDEX FDS442.92%3.98%4.93%Q3 2022Q2 20234
AZO AUTOZONE INC442.34%2.49%2.61%Q4 2022Q3 20234
MA MASTERCARD INCORPORATED441.92%2.08%2.19%Q4 2022Q3 20234
NVO NOVO-NORDISK A S441.64%2.02%2.19%Q4 2022Q3 20234
UTX UNITED TECHNOLOGIES CORP441.74%1.86%2.02%Q1 2019Q4 20194
SCHA SCHWAB STRATEGIC TR441.81%1.86%1.91%Q1 2019Q4 20194
NXPI NXP SEMICONDUCTORS N V441.30%1.59%1.72%Q4 2022Q3 20234
EW EDWARDS LIFESCIENCES CORP441.36%1.58%1.90%Q4 2022Q3 20234
SCHM SCHWAB STRATEGIC TR441.32%1.38%1.46%Q1 2019Q4 20194
ORI OLD REP INTL CORP441.30%1.38%1.52%Q1 2019Q4 20194
IR INGERSOLL-RAND PLC441.25%1.29%1.34%Q1 2019Q4 20194
MET METLIFE INC441.09%1.21%1.26%Q1 2019Q4 20194
PANW PALO ALTO NETWORKS INC440.73%1.12%1.48%Q4 2022Q3 20234
UNH UNITEDHEALTH GROUP INC441.01%1.08%1.21%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW440.92%1.04%1.18%Q4 2022Q3 20234
IVW ISHARES TR440.84%0.91%1.02%Q1 2019Q4 20194
VRTX VERTEX PHARMACEUTICALS...440.58%0.77%0.92%Q4 2022Q3 20234
IJR ISHARES TR440.75%0.76%0.78%Q1 2019Q4 20194
SDY SPDR SERIES TRUST440.12%0.74%1.36%Q1 2019Q4 20194
FANG DIAMONDBACK ENERGY INC440.39%0.57%0.78%Q4 2022Q3 20234
IJH ISHARES TR440.48%0.51%0.56%Q1 2019Q4 20194
AGN ALLERGAN PLC440.41%0.45%0.53%Q1 2019Q4 20194
CFG CITIZENS FINL GROUP INC440.42%0.45%0.50%Q1 2019Q4 20194
EFT EATON VANCE FLTING RAT...440.14%0.40%0.76%Q2 2019Q1 20204
CL COLGATE PALMOLIVE CO440.28%0.35%0.40%Q4 2022Q3 20234
ORCL ORACLE CORP440.16%0.31%0.41%Q4 2022Q3 20234
LH LABORATORY CORP AMER H...440.11%0.28%0.37%Q4 2022Q3 20234
EFA ISHARES TR440.26%0.28%0.31%Q4 2022Q3 20234
DEO DIAGEO PLC440.20%0.28%0.38%Q4 2022Q3 20234
MRNA MODERNA INC440.18%0.24%0.29%Q4 2022Q3 20234
AMP AMERIPRISE FINL INC440.12%0.24%0.58%Q1 2019Q4 20194
CHI CALAMOS CONV OPP AND I...440.10%0.23%0.48%Q2 2019Q1 20204
XOM EXXON MOBIL CORP440.13%0.21%0.36%Q4 2022Q3 20234
SCHF SCHWAB STRATEGIC TR440.18%0.18%0.19%Q1 2019Q4 20194
PSF COHEN & STEERS SLT PFD...310.13%0.14%0.14%Q3 2019Q4 20204
KDP KEURIG DR PEPPER INC440.09%0.12%0.14%Q4 2022Q3 20234
NOC NORTHROP GRUMMAN CORP310.06%0.11%0.14%Q2 2019Q4 20224
TSLA TESLA INC220.07%0.08%0.10%Q4 2021Q1 20234
RPM RPM INTL INC440.07%0.08%0.09%Q4 2022Q3 20234
ITOT ISHARES TR440.06%0.06%0.07%Q4 2022Q3 20234
AEM AGNICO EAGLE MINES LTD330.43%1.52%2.12%Q4 2022Q2 20233
PFF ISHARES TR210.92%1.04%1.13%Q1 2019Q2 20223
ALB ALBEMARLE CORP330.22%0.49%0.70%Q4 2022Q2 20233
NRG NRG ENERGY INC330.32%0.40%0.47%Q4 2022Q2 20233
LNG CHENIERE ENERGY INC330.27%0.28%0.29%Q4 2022Q2 20233
MAR MARRIOTT INTL INC NEW330.17%0.26%0.36%Q1 2023Q3 20233
VWO VANGUARD INTL EQUITY I...210.07%0.23%0.56%Q2 2022Q3 20233
COIN COINBASE GLOBAL INC330.15%0.16%0.17%Q3 2021Q1 20223
BRKA BERKSHIRE HATHAWAY INC...330.13%0.14%0.15%Q4 2022Q2 20233
CSX CSX CORP330.13%0.13%0.14%Q4 2022Q2 20233
GLD SPDR GOLD TR330.08%0.09%0.09%Q4 2022Q2 20233
HAL HALLIBURTON CO210.06%0.07%0.08%Q4 2022Q3 20233
TIPX SPDR SER TR221.53%2.11%2.69%Q3 2022Q4 20222
DGRO ISHARES TR221.39%1.45%1.50%Q3 2019Q4 20192
SPG SIMON PPTY GROUP INC NEW220.99%1.11%1.22%Q1 2019Q2 20192
HSBC HSBC HLDGS PLC221.03%1.06%1.09%Q1 2019Q2 20192
MS MORGAN STANLEY220.65%0.69%0.73%Q2 2023Q3 20232
FITB FIFTH THIRD BANCORP220.64%0.68%0.72%Q4 2022Q1 20232
STZ CONSTELLATION BRANDS INC220.48%0.53%0.57%Q2 2023Q3 20232
FDC FIRST DATA CORP NEW220.39%0.40%0.40%Q1 2019Q2 20192
ALC ALCON INC220.32%0.38%0.43%Q2 2019Q3 20192
GDX VANECK ETF TRUST220.36%0.37%0.38%Q1 2023Q2 20232
WM WASTE MGMT INC DEL220.35%0.36%0.37%Q2 2020Q3 20202
TRMB TRIMBLE INC220.12%0.32%0.52%Q4 2022Q1 20232
FIRST WATCH RESTAURANT...220.28%0.30%0.33%Q4 2022Q1 20232
DELL DELL TECHNOLOGIES INC220.18%0.22%0.27%Q2 2023Q3 20232
PXD PIONEER NAT RES CO220.21%0.21%0.22%Q4 2022Q1 20232
PDI PIMCO DYNAMIC INCOME FD220.13%0.15%0.17%Q3 2019Q4 20192
FTSL FIRST TR EXCHANGE-TRAD...220.07%0.11%0.15%Q4 2022Q1 20232
NEE NEXTERA ENERGY INC220.07%0.09%0.10%Q4 2022Q1 20232
CAH CARDINAL HEALTH INC220.08%0.08%0.09%Q4 2022Q1 20232
ADP AUTOMATIC DATA PROCESS...220.07%0.07%0.08%Q4 2022Q1 20232
CAT CATERPILLAR INC220.06%0.07%0.08%Q4 2022Q1 20232
STT STATE STR CORP220.06%0.06%0.06%Q4 2022Q1 20232
GD GENERAL DYNAMICS CORP220.06%0.06%0.06%Q4 2022Q1 20232
NKE NIKE INC220.06%0.06%0.06%Q4 2022Q1 20232
VTRS VIATRIS INC220.05%0.05%0.05%Q4 2022Q1 20232
CFMS CONFORMIS INC220.00%0.00%0.00%Q1 2022Q2 20222
SGOV ISHARES TR115.15%5.15%5.15%Q3 2023Q3 20231
AVGO BROADCOM INC114.00%4.00%4.00%Q3 2023Q3 20231
VMBS VANGUARD SCOTTSDALE FDS112.48%2.48%2.48%Q2 2022Q2 20221
AMLP ALPS ETF TR112.05%2.05%2.05%Q4 2019Q4 20191
AEM AGNICO EAGLE MINES LTD112.05%2.05%2.05%Q3 2023Q3 20231
GTO INVESCO ACTIVELY MANAG...111.70%1.70%1.70%Q2 2022Q2 20221
JMUB J P MORGAN EXCHANGE TR...111.69%1.69%1.69%Q3 2023Q3 20231
CVS CVS HEALTH CORP111.35%1.35%1.35%Q3 2023Q3 20231
ETN EATON CORP PLC111.12%1.12%1.12%Q3 2023Q3 20231
ALB ALBEMARLE CORP110.83%0.83%0.83%Q3 2023Q3 20231
AMZN AMAZON COM INC110.79%0.79%0.79%Q3 2023Q3 20231
BCE BCE INC110.71%0.71%0.71%Q3 2023Q3 20231
ADBE ADOBE INC110.70%0.70%0.70%Q3 2023Q3 20231
BAC BANK AMERICA CORP110.58%0.58%0.58%Q3 2023Q3 20231
DIS DISNEY WALT CO110.53%0.53%0.53%Q4 2022Q4 20221
ANET ARISTA NETWORKS INC110.47%0.47%0.47%Q4 2022Q4 20221
ATVI ACTIVISION BLIZZARD INC110.46%0.46%0.46%Q3 2023Q3 20231
TEVA TEVA PHARMACEUTICAL IN...110.44%0.44%0.44%Q1 2019Q1 20191
GDX VANECK ETF TRUST110.33%0.33%0.33%Q3 2023Q3 20231
CARR CARRIER GLOBAL CORPORA...110.33%0.33%0.33%Q2 2020Q2 20201
TER TERADYNE INC110.27%0.27%0.27%Q4 2022Q4 20221
EFX EQUIFAX INC110.26%0.26%0.26%Q4 2022Q4 20221
EPD ENTERPRISE PRODS PARTN...110.23%0.23%0.23%Q4 2022Q4 20221
GPN GLOBAL PMTS INC110.17%0.17%0.17%Q4 2022Q4 20221
BRKA BERKSHIRE HATHAWAY INC...110.16%0.16%0.16%Q3 2023Q3 20231
SYY SYSCO CORP110.14%0.14%0.14%Q4 2022Q4 20221
CSX CSX CORP110.12%0.12%0.12%Q3 2023Q3 20231
PSEC PROSPECT CAP CORP110.11%0.11%0.11%Q1 2021Q1 20211
ES EVERSOURCE ENERGY110.10%0.10%0.10%Q3 2023Q3 20231
FTF FRANKLIN LTD DURATION ...110.10%0.10%0.10%Q1 2021Q1 20211
PBCT PEOPLES UNITED FINANCI...110.10%0.10%0.10%Q1 2021Q1 20211
ANTM ELEVANCE HEALTH INC110.09%0.09%0.09%Q4 2022Q4 20221
HD HOME DEPOT INC110.09%0.09%0.09%Q4 2022Q4 20221
NLY ANNALY CAPITAL MANAGEM...110.09%0.09%0.09%Q1 2021Q1 20211
HUM HUMANA INC110.08%0.08%0.08%Q4 2022Q4 20221
GLD SPDR GOLD TR110.08%0.08%0.08%Q3 2023Q3 20231
LRCX LAM RESEARCH CORP110.08%0.08%0.08%Q4 2022Q4 20221
UL UNILEVER PLC110.08%0.08%0.08%Q3 2023Q3 20231
INDB INDEPENDENT BK CORP MASS110.07%0.07%0.07%Q4 2022Q4 20221
RAD RITE AID CORP110.01%0.01%0.01%Q1 2019Q1 20191
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The securities at the top of the list , including SCHWAB STRATEGIC TR, ABBVIE INC, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Shorepoint Capital Partners LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Shorepoint Capital Partners LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Shorepoint Capital Partners LLC owns currently or has owned in the past.