$457 Thousand is the total value of Single Point Partners, LLC's 156 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 26.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $104,563 | +18.4% | 254,363 | +10.7% | 22.86% | +7.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $38,714 | +8.3% | 154,758 | +4.7% | 8.46% | -1.5% |
| IWB | Sell | ISHARES TRrus 1000 etf | $32,518 | +0.1% | 144,377 | -6.4% | 7.11% | -8.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $25,119 | +3.7% | 252,098 | +0.9% | 5.49% | -5.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $22,580 | +7.6% | 233,511 | +5.3% | 4.94% | -2.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $17,171 | +14.8% | 81,408 | +10.9% | 3.75% | +4.4% |
| MUB | Buy | ISHARES TRnational mun etf | $15,581 | +10.8% | 144,614 | +8.5% | 3.41% | +0.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $14,490 | +9.3% | 296,977 | +4.6% | 3.17% | -0.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $11,870 | +16.8% | 62,618 | +13.0% | 2.60% | +6.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,834 | +8.9% | 147,107 | +0.4% | 2.15% | -0.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $9,177 | +9.7% | 181,142 | +7.2% | 2.01% | -0.2% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $9,115 | +10.8% | 100,657 | +3.8% | 1.99% | +0.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $7,707 | +19.0% | 73,627 | +18.5% | 1.68% | +8.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $6,924 | -15.1% | 38,812 | -17.1% | 1.51% | -22.8% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $6,290 | +2.0% | 124,816 | +1.9% | 1.38% | -7.2% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,706 | +6.8% | 126,320 | -0.8% | 1.25% | -3.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,002 | +9.3% | 12,219 | +2.1% | 1.09% | -0.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $4,790 | +9.1% | 63,405 | +6.3% | 1.05% | -0.8% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $4,582 | -20.2% | 32,682 | -24.4% | 1.00% | -27.4% |
| AAPL | Buy | APPLE INC | $4,518 | +96.3% | 27,399 | +54.6% | 0.99% | +78.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,307 | +2.9% | 106,604 | -0.7% | 0.94% | -6.4% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $4,128 | +6.2% | 69,359 | +0.8% | 0.90% | -3.4% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $4,002 | -4.9% | 117,261 | -8.1% | 0.88% | -13.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $3,931 | +17.0% | 47,841 | +15.5% | 0.86% | +6.3% |
| VOO | Buy | VANGUARD INDEX FDS | $3,865 | +14.7% | 10,278 | +7.1% | 0.84% | +4.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,800 | +7.3% | 18,620 | +0.5% | 0.83% | -2.5% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $3,014 | +52.5% | 60,234 | +41.0% | 0.66% | +38.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,619 | +2.6% | 38,604 | -0.8% | 0.57% | -6.7% |
| MSFT | Buy | MICROSOFT CORP | $2,603 | +68.2% | 9,030 | +39.9% | 0.57% | +53.0% |
| IXUS | Sell | ISHARES TRcore msci total | $2,532 | +6.6% | 40,878 | -0.4% | 0.55% | -3.0% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $2,461 | +2.9% | 10,456 | -3.5% | 0.54% | -6.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,421 | +11.0% | 32,786 | +8.0% | 0.53% | +1.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,978 | +5.3% | 56,847 | -2.5% | 0.43% | -4.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,612 | +17.1% | 6,463 | +0.0% | 0.35% | +6.3% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $1,608 | +4.8% | 47,689 | -2.2% | 0.35% | -4.6% |
| HOLX | Buy | HOLOGIC INC | $1,499 | +132.0% | 18,576 | +115.0% | 0.33% | +111.6% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,490 | +5.4% | 13,638 | -0.8% | 0.33% | -4.1% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $1,483 | -0.4% | 14,812 | -0.8% | 0.32% | -9.5% |
| BA | Buy | BOEING CO | $1,268 | +11.9% | 5,971 | +0.4% | 0.28% | +1.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,251 | +58.4% | 12,056 | +34.6% | 0.27% | +43.7% |
| HAE | HAEMONETICS CORP MASS | $1,189 | +5.2% | 14,368 | 0.0% | 0.26% | -4.4% | |
| HUBS | Buy | HUBSPOT INC | $1,160 | +99.0% | 2,705 | +34.0% | 0.25% | +81.4% |
| JNK | Sell | SPDR SER TRbloomberg high y | $1,144 | +2.4% | 12,327 | -0.7% | 0.25% | -6.7% |
| FB | Sell | META PLATFORMS INCcl a | $1,120 | +72.0% | 5,283 | -2.3% | 0.24% | +57.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,090 | +8.8% | 10,482 | -7.2% | 0.24% | -1.2% |
| AMZN | Buy | AMAZON COM INC | $1,080 | +69.8% | 10,458 | +38.2% | 0.24% | +54.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,034 | -15.6% | 7,937 | -13.1% | 0.23% | -23.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $944 | -28.5% | 3,058 | -28.4% | 0.21% | -35.0% |
| NVDA | Buy | NVIDIA CORPORATION | $900 | +92.3% | 3,239 | +1.1% | 0.20% | +75.9% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $855 | -4.1% | 6,190 | -2.6% | 0.19% | -12.6% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $790 | -0.3% | 5,226 | 0.0% | 0.17% | -8.9% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $753 | +10.9% | 1,955 | -3.2% | 0.16% | +1.2% |
| TXN | Sell | TEXAS INSTRS INC | $756 | +8.8% | 4,062 | -3.4% | 0.16% | -1.2% |
| HD | Sell | HOME DEPOT INC | $740 | -25.6% | 2,507 | -20.4% | 0.16% | -32.2% |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $739 | – | 4,579 | +100.0% | 0.16% | – |
| GLTR | ABRDN PRECIOUS METALS BASKETphyscl precs met | $735 | +2.2% | 8,053 | 0.0% | 0.16% | -6.9% | |
| JNJ | Buy | JOHNSON & JOHNSON | $734 | -8.9% | 4,739 | +3.8% | 0.16% | -17.5% |
| MRK | Buy | MERCK & CO INC | $690 | -4.0% | 6,482 | +0.0% | 0.15% | -12.7% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $672 | -1.6% | 6,374 | +1.0% | 0.15% | -10.4% |
| DOCN | DIGITALOCEAN HLDGS INC | $665 | +53.6% | 16,986 | 0.0% | 0.14% | +39.4% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $616 | +9.2% | 9,647 | +0.0% | 0.14% | -0.7% |
| PEP | Buy | PEPSICO INC | $600 | +2.0% | 3,290 | +1.0% | 0.13% | -7.1% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $572 | +3.4% | 1,248 | 0.0% | 0.12% | -6.0% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $570 | +6.7% | 11,793 | -0.4% | 0.12% | -2.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $567 | -2.1% | 14,588 | -0.7% | 0.12% | -10.8% |
| PFE | Buy | PFIZER INC | $556 | -16.5% | 13,617 | +4.8% | 0.12% | -23.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $534 | -0.9% | 1,129 | +11.1% | 0.12% | -10.0% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $534 | +4.9% | 20,969 | 0.0% | 0.12% | -4.1% | |
| EBC | Sell | EASTERN BANKSHARES INC | $523 | -34.5% | 164,652 | -4.5% | 0.11% | -40.6% |
| XOM | Sell | EXXON MOBIL CORP | $518 | -19.6% | 4,726 | -19.1% | 0.11% | -27.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $512 | +14.0% | 2,096 | -0.1% | 0.11% | +3.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $480 | +4.3% | 4,379 | +0.4% | 0.10% | -5.4% |
| V | Buy | VISA INC | $477 | +44.5% | 2,114 | +33.0% | 0.10% | +31.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $466 | -0.6% | 1 | 0.0% | 0.10% | -9.7% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $467 | +2.6% | 8,740 | -3.7% | 0.10% | -6.4% |
| LLY | Buy | LILLY ELI & CO | $457 | -2.4% | 1,331 | +4.0% | 0.10% | -10.7% |
| SDY | Sell | SPDR SER TRs&p divid etf | $451 | -9.4% | 3,644 | -8.4% | 0.10% | -17.5% |
| NFLX | Buy | NETFLIX INC | $450 | +17.5% | 1,302 | +0.2% | 0.10% | +6.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $442 | -25.5% | 2,974 | -23.9% | 0.10% | -32.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $434 | +0.9% | 2,849 | +0.4% | 0.10% | -7.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $428 | +69.2% | 1,333 | +40.2% | 0.09% | +54.1% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $422 | +56.3% | 4,600 | +56.0% | 0.09% | +41.5% |
| COST | New | COSTCO WHSL CORP NEW | $422 | – | 849 | +100.0% | 0.09% | – |
| FISV | Buy | FISERV INC | $403 | +13.8% | 3,564 | +1.9% | 0.09% | +3.5% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $393 | – | 4,223 | +100.0% | 0.09% | – |
| DHR | Buy | DANAHER CORPORATION | $389 | +2.4% | 1,543 | +7.8% | 0.08% | -6.6% |
| LRCX | LAM RESEARCH CORP | $382 | +26.1% | 720 | 0.0% | 0.08% | +15.1% | |
| UL | New | UNILEVER PLCspon adr new | $380 | – | 7,314 | +100.0% | 0.08% | – |
| ABBV | Buy | ABBVIE INC | $373 | +6.6% | 2,342 | +8.1% | 0.08% | -2.4% |
| MCD | Buy | MCDONALDS CORP | $377 | +6.8% | 1,348 | +0.7% | 0.08% | -3.5% |
| NEE | Buy | NEXTERA ENERGY INC | $375 | +5.0% | 4,866 | +13.9% | 0.08% | -4.7% |
| TSLA | New | TESLA INC | $372 | – | 1,791 | +100.0% | 0.08% | – |
| Buy | SHELL PLCspon ads | $368 | +14.6% | 6,402 | +13.5% | 0.08% | +3.9% | |
| NVO | Sell | NOVO-NORDISK A Sadr | $355 | +14.1% | 2,228 | -3.0% | 0.08% | +4.0% |
| AVGO | Buy | BROADCOM INC | $356 | +15.2% | 555 | +0.5% | 0.08% | +5.4% |
| SPGI | Buy | S&P GLOBAL INC | $350 | +12.9% | 1,016 | +9.6% | 0.08% | +2.7% |
| ANSS | Sell | ANSYS INC | $349 | +37.4% | 1,050 | -0.3% | 0.08% | +24.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $346 | -14.1% | 9,125 | -20.9% | 0.08% | -21.6% |
| ASML | New | ASML HOLDING N V | $345 | – | 506 | +100.0% | 0.08% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $343 | – | 5,001 | +100.0% | 0.08% | – |
| EFIV | Buy | SPDR SER TRs&p 500 esg etf | $339 | +8.0% | 8,590 | +0.2% | 0.07% | -1.3% |
| CVX | New | CHEVRON CORP NEW | $332 | – | 2,038 | +100.0% | 0.07% | – |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $325 | +15.2% | 4,677 | +12.6% | 0.07% | +4.4% |
| COP | Sell | CONOCOPHILLIPS | $315 | -16.0% | 3,176 | -0.1% | 0.07% | -23.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $310 | -2.8% | 3,167 | +0.3% | 0.07% | -11.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $312 | -4.3% | 3,433 | +0.1% | 0.07% | -12.8% |
| WMT | New | WALMART INC | $306 | – | 2,073 | +100.0% | 0.07% | – |
| NXPI | NXP SEMICONDUCTORS N V | $302 | +18.0% | 1,619 | 0.0% | 0.07% | +6.5% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $300 | +13.2% | 1,049 | +1.9% | 0.07% | +3.1% |
| ON | Buy | ON SEMICONDUCTOR CORP | $296 | +34.5% | 3,599 | +2.0% | 0.06% | +22.6% |
| CSCO | Sell | CISCO SYS INC | $294 | +6.5% | 5,620 | -3.1% | 0.06% | -3.0% |
| BAC | Sell | BANK AMERICA CORP | $294 | -31.1% | 10,281 | -20.3% | 0.06% | -37.9% |
| ABT | Buy | ABBOTT LABS | $289 | -0.3% | 2,859 | +8.3% | 0.06% | -10.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $284 | +2.2% | 4,544 | 0.0% | 0.06% | -7.5% | |
| HON | Sell | HONEYWELL INTL INC | $284 | -35.0% | 1,489 | -26.9% | 0.06% | -41.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $283 | -1.7% | 780 | -5.8% | 0.06% | -10.1% |
| RY | Sell | ROYAL BK CDA SUSTAINABL | $279 | -1.4% | 2,919 | -3.1% | 0.06% | -10.3% |
| CVS | Buy | CVS HEALTH CORP | $275 | -18.9% | 3,702 | +1.8% | 0.06% | -25.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $276 | +37.3% | 1,670 | +22.5% | 0.06% | +25.0% |
| BKNG | BOOKING HOLDINGS INC | $268 | +31.4% | 101 | 0.0% | 0.06% | +20.4% | |
| KO | Sell | COCA COLA CO | $270 | -44.9% | 4,351 | -43.5% | 0.06% | -50.0% |
| CB | Buy | CHUBB LIMITED | $272 | -5.2% | 1,403 | +8.0% | 0.06% | -14.5% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $270 | -17.7% | 585 | -2.8% | 0.06% | -25.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $269 | +15.0% | 466 | +9.6% | 0.06% | +5.4% |
| NDMO | NUVEEN DYNAMIC MUN OPPORTUNI | $264 | +6.0% | 25,000 | 0.0% | 0.06% | -3.3% | |
| SBUX | Buy | STARBUCKS CORP | $267 | +18.1% | 2,565 | +12.4% | 0.06% | +7.4% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $267 | -31.0% | 8,270 | -35.0% | 0.06% | -37.6% | |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $259 | +19.4% | 2,852 | +0.3% | 0.06% | +9.6% |
| HSBC | New | HSBC HLDGS PLCspon adr new | $263 | – | 7,709 | +100.0% | 0.06% | – |
| CI | Sell | CIGNA CORP NEW | $255 | -25.2% | 999 | -3.0% | 0.06% | -31.7% |
| TM | Sell | TOYOTA MOTOR CORPads | $245 | +2.1% | 1,726 | -1.9% | 0.05% | -6.9% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $239 | -14.9% | 2,996 | -1.0% | 0.05% | -23.5% |
| ITW | New | ILLINOIS TOOL WKS INC | $233 | – | 957 | +100.0% | 0.05% | – |
| CRUS | New | CIRRUS LOGIC INC | $230 | – | 2,107 | +100.0% | 0.05% | – |
| BP | New | BP PLCsponsored adr | $227 | – | 5,975 | +100.0% | 0.05% | – |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $227 | +13.5% | 508 | +1.4% | 0.05% | +4.2% |
| ADI | New | ANALOG DEVICES INC | $227 | – | 1,151 | +100.0% | 0.05% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $229 | -57.9% | 1,027 | -54.9% | 0.05% | -61.8% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $222 | +5.2% | 621 | 0.0% | 0.05% | -3.9% | |
| STLA | Buy | STELLANTIS N.V | $224 | +28.0% | 12,330 | +0.2% | 0.05% | +16.7% |
| NKE | Sell | NIKE INCcl b | $220 | +0.9% | 1,795 | -3.6% | 0.05% | -7.7% |
| TJX | Sell | TJX COS INC NEW | $221 | -32.6% | 2,822 | -31.5% | 0.05% | -39.2% |
| LOW | New | LOWES COS INC | $219 | – | 1,095 | +100.0% | 0.05% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $215 | – | 3,105 | +100.0% | 0.05% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $212 | – | 1,150 | +100.0% | 0.05% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $209 | – | 2,993 | +100.0% | 0.05% | – |
| AMGN | New | AMGEN INC | $210 | – | 869 | +100.0% | 0.05% | – |
| CAG | Sell | CONAGRA BRANDS INC | $207 | -3.3% | 5,518 | -0.1% | 0.04% | -11.8% |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $203 | -2.9% | 16,405 | 0.0% | 0.04% | -12.0% | |
| PIMCO ACCESS INCOME FUND | $186 | +0.5% | 12,500 | 0.0% | 0.04% | -6.8% | ||
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $175 | +5.4% | 75,622 | 0.0% | 0.04% | -5.0% | |
| New | WARNER BROS DISCOVERY INC | $165 | – | 10,915 | +100.0% | 0.04% | – | |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $128 | – | 48,938 | +100.0% | 0.03% | – |
| NOK | Sell | NOKIA CORPsponsored adr | $122 | -77.9% | 24,751 | -79.2% | 0.03% | -79.7% |
| PIONEER MUN HIGH INCOME OPPO | $112 | +2.8% | 10,225 | 0.0% | 0.02% | -7.7% | ||
| SWN | New | SOUTHWESTERN ENERGY CO | $59 | – | 11,834 | +100.0% | 0.01% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -10,939 | -100.0% | -0.04% | – |
| BMO | Exit | BANK MONTREAL QUE | $0 | – | -2,216 | -100.0% | -0.05% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -834 | -100.0% | -0.05% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -2,423 | -100.0% | -0.05% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,680 | -100.0% | -0.05% | – |
| HES | Exit | HESS CORP | $0 | – | -1,475 | -100.0% | -0.05% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -1,466 | -100.0% | -0.05% | – |
| MET | Exit | METLIFE INC | $0 | – | -2,984 | -100.0% | -0.05% | – |
| LIN | Exit | LINDE PLC | $0 | – | -670 | -100.0% | -0.05% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -1,327 | -100.0% | -0.05% | – |
| TTE | Exit | TOTALENERGIES SEsponsored ads | $0 | – | -3,691 | -100.0% | -0.06% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -1,981 | -100.0% | -0.06% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,869 | -100.0% | -0.06% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -4,036 | -100.0% | -0.06% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -4,350 | -100.0% | -0.06% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,789 | -100.0% | -0.07% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -3,438 | -100.0% | -0.08% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -2,956 | -100.0% | -0.08% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -4,608 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC | 16 | Q3 2023 | 30.2% |
| ISHARES TR | 16 | Q3 2023 | 20.3% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 11.0% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| ALPHABET INC | 16 | Q3 2023 | 3.2% |
| ALPHABET INC | 16 | Q3 2023 | 3.0% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 2.3% |
| ISHARES TR | 15 | Q3 2023 | 10.1% |
| SPDR INDEX SHS FDS | 15 | Q3 2023 | 5.6% |
| SPDR S&P MIDCAP 400 ETF TR | 15 | Q3 2023 | 1.2% |
View Single Point Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-27 |
View Single Point 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.