| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 6.5% |
| ABBVIE INC | 21 | Q2 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 4.3% |
| JPMORGAN CHASE & CO. | 21 | Q2 2024 | 2.9% |
| APPLE INC | 21 | Q2 2024 | 3.4% |
| JOHNSON & JOHNSON | 21 | Q2 2024 | 3.2% |
| MICROSOFT CORP | 21 | Q2 2024 | 3.5% |
| QUALCOMM INC | 21 | Q2 2024 | 2.9% |
| PEPSICO INC | 21 | Q2 2024 | 2.3% |
| MERCK & CO. INC | 21 | Q2 2024 | 2.3% |
View Shorepoint Capital Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| N-PX | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Shorepoint Capital Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.