Spirepoint Private Client, LLC Top Holdings and 13F Report (2024)

→ The ONE AI Stock to own now. (It’s not Nvidia.) (From Weiss Ratings) (Ad)

About Spirepoint Private Client, LLC

Investment Activity

Spirepoint Private Client, LLC has $656.59 million in total holdings as of March 31, 2024.
Spirepoint Private Client, LLC owns shares of 201 different stocks, but just 45 companies or ETFs make up 80% of its holdings.

Largest Holdings

United Parcel Service: $160,787,442
Microsoft: $27,126,097
Apple: $22,369,528
Clean Harbors: $16,593,581
Rivian Automotive: $15,634,837

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
UPS United Parcel Service	$160,787,442	1,081,797	24.5%	Transportation
MSFT Microsoft	$27,126,097	64,475	4.1%	Computer and Technology
AAPL Apple	$22,369,528	130,450	3.4%	Computer and Technology
CLH Clean Harbors	$16,593,581	82,428	2.5%	Business Services
RIVN Rivian Automotive	$15,634,837	1,427,839	2.4%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$15,577,923	98,476	2.4%	Medical
NVDA NVIDIA	$12,933,561	14,314	2.0%	Computer and Technology
AMZN Amazon.com	$12,618,663	69,956	1.9%	Retail/Wholesale
PG Procter & Gamble	$12,589,413	77,593	1.9%	Consumer Staples
GOOGL Alphabet	$12,298,380	81,484	1.9%	Computer and Technology
AVGO Broadcom	$11,437,128	8,629	1.7%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$9,851,647	47,302	1.5%	ETF
NEE NextEra Energy	$9,812,635	153,538	1.5%	Utilities
LLY Eli Lilly and Company	$9,585,418	12,321	1.5%	Medical
AMLP Alerian MLP ETF	$8,738,714	184,128	1.3%	ETF
V Visa	$8,488,268	30,415	1.3%	Financial Services
XOM Exxon Mobil	$8,245,111	70,932	1.3%	Oils/Energy
COST Costco Wholesale	$8,080,663	11,030	1.2%	Retail/Wholesale
RCL Royal Caribbean Cruises	$7,592,309	54,617	1.2%	Consumer Discretionary
PANW Palo Alto Networks	$7,540,242	26,538	1.1%	Computer and Technology
UNH UnitedHealth Group	$7,313,775	14,784	1.1%	Medical
LMT Lockheed Martin	$6,590,611	14,489	1.0%	Aerospace
CVX Chevron	$6,404,626	40,602	1.0%	Oils/Energy
STZ Constellation Brands	$6,373,705	23,453	1.0%	Consumer Staples
DHR Danaher	$6,261,729	25,075	1.0%	Multi-Sector Conglomerates
CI The Cigna Group	$6,260,386	17,237	1.0%	Medical
NOC Northrop Grumman	$6,096,803	12,737	0.9%	Aerospace
TJX TJX Companies	$6,073,437	59,884	0.9%	Retail/Wholesale
FANG Diamondback Energy	$5,603,673	28,277	0.9%	Oils/Energy
TMO Thermo Fisher Scientific	$5,408,740	9,306	0.8%	Medical
ROBO ROBO Global Robotics & Automation ETF	$5,313,429	90,611	0.8%	ETF
ABBV AbbVie	$5,288,917	29,044	0.8%	Medical
MA Mastercard	$4,619,740	9,593	0.7%	Business Services
BSX Boston Scientific	$4,608,076	67,281	0.7%	Medical
XLU Utilities Select Sector SPDR Fund	$4,598,192	70,041	0.7%	ETF
VOO Vanguard S&P 500 ETF	$4,495,026	9,351	0.7%	ETF
QQQ Invesco QQQ	$4,432,679	9,983	0.7%	Finance
PLTR Palantir Technologies	$4,390,906	190,826	0.7%	Business Services
SO Southern	$4,276,063	59,605	0.7%	Utilities
APD Air Products and Chemicals	$4,237,155	17,489	0.6%	Basic Materials
WMT Walmart	$4,142,626	68,849	0.6%	Retail/Wholesale
INGR Ingredion	$4,120,131	35,260	0.6%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$3,903,404	21,376	0.6%	ETF
POWL Powell Industries	$3,532,632	24,825	0.5%	Industrial Products
IVW iShares S&P 500 Growth ETF	$3,492,607	41,362	0.5%	ETF
IWF iShares Russell 1000 Growth ETF	$3,286,575	9,751	0.5%	ETF
KNX Knight-Swift Transportation	$3,078,300	55,949	0.5%	Transportation
MRK Merck & Co., Inc.	$2,922,165	22,146	0.4%	Medical
SPY SPDR S&P 500 ETF Trust	$2,858,075	5,464	0.4%	Finance
XLE Energy Select Sector SPDR Fund	$2,852,221	30,211	0.4%	ETF
IQV IQVIA	$2,735,005	10,815	0.4%	Medical
MDT Medtronic	$2,719,460	31,204	0.4%	Medical
IVV iShares Core S&P 500 ETF	$2,714,870	5,164	0.4%	ETF
LW Lamb Weston	$2,713,459	25,471	0.4%	Consumer Staples
NOBL ProShares S&P 500 Aristocrats ETF	$2,712,541	26,748	0.4%	ETF
JPM JPMorgan Chase & Co.	$2,661,186	13,286	0.4%	Finance
AJG Arthur J. Gallagher & Co.	$2,619,945	10,478	0.4%	Finance
CCI Crown Castle	$2,554,790	24,141	0.4%	Finance
MGK Vanguard Mega Cap Growth ETF	$2,329,566	8,128	0.4%	ETF
BLK BlackRock	$2,198,467	2,637	0.3%	Finance
DGRO iShares Core Dividend Growth ETF	$2,177,076	37,497	0.3%	ETF
BRK.B Berkshire Hathaway	$2,168,201	5,156	0.3%	Finance
GOOG Alphabet	$1,879,954	12,347	0.3%	Computer and Technology
LINDE PLC	$1,722,163	3,709	0.3%	SHS
XLV Health Care Select Sector SPDR Fund	$1,640,098	11,102	0.2%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$1,601,480	15,430	0.2%	ETF
LOW Lowe's Companies	$1,598,940	6,277	0.2%	Retail/Wholesale
HD Home Depot	$1,558,183	4,062	0.2%	Retail/Wholesale
ADP Automatic Data Processing	$1,496,192	5,991	0.2%	Business Services
VERALTO CORP	$1,424,147	16,063	0.2%	COM SHS
PFE Pfizer	$1,423,187	51,286	0.2%	Medical
ETN Eaton	$1,376,105	4,401	0.2%	Industrial Products
SPLG SPDR Portfolio S&P 500 ETF	$1,361,843	22,133	0.2%	ETF
PLD Prologis	$1,290,610	9,911	0.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$1,276,330	21,013	0.2%	ETF
IT Gartner	$1,256,025	2,635	0.2%	Business Services
ORCL Oracle	$1,226,582	9,765	0.2%	Computer and Technology
SHW Sherwin-Williams	$1,204,888	3,469	0.2%	Construction
SYK Stryker	$1,200,654	3,355	0.2%	Medical
ADBE Adobe	$1,177,736	2,334	0.2%	Computer and Technology
PEP PepsiCo	$1,175,717	6,718	0.2%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$1,164,709	10,538	0.2%	ETF
ROK Rockwell Automation	$1,150,754	3,950	0.2%	Industrial Products
AMGN Amgen	$1,109,701	3,903	0.2%	Medical
HON Honeywell International	$1,095,419	5,337	0.2%	Multi-Sector Conglomerates
SHV iShares Short Treasury Bond ETF	$1,078,870	9,760	0.2%	ETF
META Meta Platforms	$1,061,963	2,187	0.2%	Computer and Technology
SSB SouthState	$1,050,121	12,350	0.2%	Finance
LRCX Lam Research	$1,041,523	1,072	0.2%	Computer and Technology
QQQJ Invesco NASDAQ Next Gen 100 ETF	$1,024,455	35,436	0.2%	Manufacturing
PFGC Performance Food Group	$1,002,788	13,435	0.2%	Retail/Wholesale
SPGI S&P Global	$994,702	2,338	0.2%	Business Services
PPH VanEck Pharmaceutical ETF	$994,616	10,966	0.2%	Manufacturing
SRE Sempra	$982,419	13,677	0.1%	Utilities
ABT Abbott Laboratories	$948,606	8,346	0.1%	Medical
ITB iShares U.S. Home Construction ETF	$940,979	8,128	0.1%	ETF
AME AMETEK	$887,431	4,852	0.1%	Computer and Technology
MET MetLife	$840,704	11,344	0.1%	Finance
NUE Nucor	$839,096	4,240	0.1%	Basic Materials
URI United Rentals	$806,201	1,118	0.1%	Construction

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Spirepoint Private Client, LLC Top Holdings and 13F Report (2024)

About Spirepoint Private Client, LLC

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Spirepoint Private Client, LLC Top Holdings and 13F Report (2024)

About Spirepoint Private Client, LLC

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofSpirepoint Private Client, LLC

Latest 13F Holdings

More Institutional Buying and Selling Information