Shorepoint Capital Partners LLC Top Holdings and 13F Report (2025) About Shorepoint Capital Partners LLCInvestment ActivityShorepoint Capital Partners LLC has $441.96 million in total holdings as of March 31, 2025.Shorepoint Capital Partners LLC owns shares of 101 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 5.53% of the portfolio was purchased this quarter.About 3.45% of the portfolio was sold this quarter.This quarter, Shorepoint Capital Partners LLC has purchased 100 new stocks and bought additional shares in 62 stocks.Shorepoint Capital Partners LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $32,526,903Broadcom $18,028,067MORGAN STANLEY ETF TRUST $16,948,443Schwab US Dividend Equity ETF $13,712,073JPMorgan Chase & Co. $12,585,733 Largest New Holdings this Quarter 19249U203 - COHEN & STEERS ETF TRUST $4,955,449 Holding65339F101 - NextEra Energy $2,246,716 Holding369604301 - GE Aerospace $381,504 HoldingG54950103 - LINDE PLC $221,645 Holding209115104 - Consolidated Edison $219,632 Holding Largest Purchases this Quarter COHEN & STEERS ETF TRUST 197,193 shares (about $4.96M)NextEra Energy 31,693 shares (about $2.25M)NVIDIA 15,899 shares (about $1.72M)Fidelity Total Bond ETF 32,530 shares (about $1.48M)MORGAN STANLEY ETF TRUST 28,366 shares (about $1.40M) Largest Sales this Quarter Broadcom 10,697 shares (about $1.79M)UnitedHealth Group 2,044 shares (about $1.07M)JPMorgan Chase & Co. 3,630 shares (about $890.43K)VanEck Gold Miners ETF 18,867 shares (about $867.32K)Constellation Brands 4,499 shares (about $825.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShorepoint Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$32,526,903$1,484,994 ▲4.8%712,5287.4%ETFAVGOBroadcom$18,028,067$1,791,003 ▼-9.0%107,6754.1%Computer and TechnologyMORGAN STANLEY ETF TRUST$16,948,443$1,402,699 ▲9.0%342,7393.8%EATON VANCE FLTGSCHDSchwab US Dividend Equity ETF$13,712,073$495,396 ▼-3.5%490,4173.1%ETFJPMJPMorgan Chase & Co.$12,585,733$890,431 ▼-6.6%51,3082.8%FinanceMSFTMicrosoft$12,094,329$289,801 ▲2.5%32,2182.7%Computer and TechnologyAEMAgnico Eagle Mines$11,366,599$516,575 ▼-4.3%104,8482.6%Basic MaterialsTRVTravelers Companies$10,792,084$615,398 ▼-5.4%40,8082.4%FinanceJSCPJPMorgan Short Duration Core Plus ETF$10,579,100$214,145 ▲2.1%224,0862.4%ETFAZOAutoZone$9,699,979$251,650 ▼-2.5%2,5442.2%Retail/WholesaleCVXChevron$9,184,698$197,904 ▲2.2%54,9032.1%EnergyRTXRTX$8,369,929$281,876 ▲3.5%63,1881.9%AerospaceSCHGSchwab U.S. Large-Cap Growth ETF$8,247,483$95,678 ▲1.2%329,3721.9%ETFTJXTJX Companies$7,378,979$17,417 ▼-0.2%60,5831.7%Retail/WholesaleMAMastercard$7,343,711$116,201 ▼-1.6%13,3981.7%Business ServicesABBVAbbVie$6,969,931$338,167 ▼-4.6%33,2661.6%MedicalCOSTCostco Wholesale$6,967,722$73,773 ▼-1.0%7,3671.6%Retail/WholesaleAAPLApple$6,755,828$78,856 ▲1.2%30,4141.5%Computer and TechnologyTMOThermo Fisher Scientific$6,721,416$29,855 ▲0.4%13,5081.5%MedicalETNEaton$6,704,864$262,312 ▲4.1%24,6661.5%IndustrialsJMUBJPMorgan Municipal ETF$6,188,750$89,000 ▼-1.4%123,7751.4%ETFLOWLowe's Companies$6,055,630$21,224 ▲0.4%25,9641.4%Retail/WholesaleQCOMQUALCOMM$6,032,287$397,083 ▲7.0%39,2701.4%Computer and TechnologyKMIKinder Morgan$5,989,873$1,019,263 ▲20.5%209,9501.4%EnergyJNJJohnson & Johnson$5,834,832$16,584 ▼-0.3%35,1841.3%MedicalPEPPepsiCo$5,504,395$369,449 ▲7.2%36,7111.2%Consumer StaplesMETAMeta Platforms$5,255,723$105,472 ▲2.0%9,1191.2%Computer and TechnologyNVONovo Nordisk A/S$5,252,025$304,772 ▲6.2%75,6341.2%MedicalGOOGLAlphabet$5,160,677$150,775 ▲3.0%33,3721.2%Computer and TechnologyEWEdwards Lifesciences$5,121,661$72,553 ▲1.4%70,6631.2%MedicalCOHEN & STEERS ETF TRUST$4,955,449$4,955,449 ▲New Holding197,1931.1%PREFERRED AND INVRTXVertex Pharmaceuticals$4,891,688$135,746 ▲2.9%10,0901.1%MedicalPSXPhillips 66$4,792,808$142,868 ▲3.1%38,8141.1%EnergyCMCSAComcast$4,764,823$333,096 ▲7.5%129,1281.1%Consumer DiscretionaryTTTrane Technologies$4,742,385$77,153 ▲1.7%14,0761.1%ConstructionSOSouthern$4,529,089$137,465 ▲3.1%49,2561.0%UtilitiesVZVerizon Communications$4,461,525$120,340 ▲2.8%98,3581.0%Computer and TechnologyAMZNAmazon.com$4,453,016$231,926 ▲5.5%23,4051.0%Retail/WholesaleVOVanguard Mid-Cap ETF$4,428,884$74,483 ▼-1.7%17,1251.0%ETFCVSCVS Health$4,386,407$149,524 ▼-3.3%64,7441.0%MedicalMRKMerck & Co., Inc.$4,360,688$205,010 ▲4.9%48,5821.0%MedicalVVisa$4,333,561$91,122 ▲2.1%12,3651.0%Business ServicesCSCOCisco Systems$4,256,387$130,208 ▼-3.0%68,9741.0%Computer and TechnologyDELLDell Technologies$4,245,194$1,234,710 ▲41.0%46,5741.0%Computer and TechnologyMCDMcDonald's$4,149,523$7,185 ▲0.2%13,2840.9%Retail/WholesaleMSMorgan Stanley$4,127,785$78,519 ▲1.9%35,3800.9%FinancePANWPalo Alto Networks$4,115,388$549,299 ▲15.4%24,1170.9%Computer and TechnologyPNCThe PNC Financial Services Group$4,072,415$5,976 ▲0.1%23,1690.9%FinanceEFAiShares MSCI EAFE ETF$4,040,977$163,133 ▼-3.9%49,4430.9%FinanceDEDeere & Company$3,971,006$117,802 ▲3.1%8,4610.9%IndustrialsBMYBristol-Myers Squibb$3,776,745$213,343 ▲6.0%61,9240.9%MedicalFANGDiamondback Energy$3,545,859$184,504 ▲5.5%22,1780.8%EnergyMDLZMondelez International$3,446,441$368,900 ▲12.0%50,7950.8%Consumer StaplesSJMJ. M. Smucker$3,409,498$187,206 ▲5.8%28,7940.8%Consumer StaplesBACBank of America$3,199,919$39,351 ▲1.2%76,6820.7%FinanceMDTMedtronic$3,148,695$30,822 ▲1.0%35,0400.7%MedicalGOOGAlphabet$2,863,852$34,371 ▼-1.2%18,3310.6%Computer and TechnologyNVDANVIDIA$2,852,089$1,723,110 ▲152.6%26,3160.6%Computer and TechnologyPFEPfizer$2,826,323$389,729 ▲16.0%111,5360.6%MedicalTGTTarget$2,795,074$754,523 ▲37.0%26,7830.6%Retail/WholesaleNXPINXP Semiconductors$2,710,826$742,184 ▼-21.5%14,2630.6%Computer and TechnologyUNPUnion Pacific$2,662,425$24,096 ▼-0.9%11,2700.6%TransportationCRMSalesforce$2,582,173$256,822 ▲11.0%9,6220.6%Computer and TechnologyLYBLyondellBasell Industries$2,581,005$139,251 ▲5.7%36,6620.6%Basic MaterialsZTSZoetis$2,284,445$211,568 ▲10.2%13,8750.5%MedicalNEENextEra Energy$2,246,716$2,246,716 ▲New Holding31,6930.5%UtilitiesMARMarriott International$2,162,594$81,464 ▲3.9%9,0790.5%Consumer DiscretionaryUPSUnited Parcel Service$2,145,244$31,017 ▲1.5%19,5040.5%TransportationUNHUnitedHealth Group$1,879,739$1,070,545 ▼-36.3%3,5890.4%MedicalSTZConstellation Brands$1,655,978$825,695 ▼-33.3%9,0230.4%Consumer StaplesVBVanguard Small-Cap ETF$1,651,670$7,983 ▲0.5%7,4480.4%ETFGE VERNOVA INC$1,558,287$297,674 ▲23.6%5,1040.4%COMCBChubb$1,396,749$110,230 ▼-7.3%4,6250.3%FinanceVLOValero Energy$1,304,983$121,240 ▲10.2%9,8810.3%EnergySCHBSchwab US Broad Market ETF$1,132,806$27,279 ▼-2.4%52,6150.3%ETFGLDSPDR Gold Shares$964,692$688,366 ▲249.1%3,3480.2%FinanceVRTVertiv$934,496$165,557 ▲21.5%12,9430.2%Computer and TechnologyHDHome Depot$819,949$184,369 ▲29.0%2,2370.2%Retail/WholesaleABTAbbott Laboratories$802,931$12,336 ▼-1.5%6,0530.2%MedicalBRK.ABerkshire Hathaway$798,4420.0%10.2%FinanceGDXVanEck Gold Miners ETF$757,448$867,316 ▼-53.4%16,4770.2%ETFXOMExxon Mobil$688,962$22,716 ▲3.4%5,7930.2%EnergyFBRTFranklin BSP Realty Trust$654,8360.0%51,4000.1%FinanceNSCNorfolk Southern$649,916$11,842 ▼-1.8%2,7440.1%TransportationORCLOracle$588,321$39,147 ▼-6.2%4,2080.1%Computer and TechnologyCLColgate-Palmolive$430,926$7,496 ▼-1.7%4,5990.1%Consumer StaplesBRK.BBerkshire Hathaway$426,597$5,326 ▼-1.2%8010.1%FinanceGEGE Aerospace$381,504$381,504 ▲New Holding1,9060.1%IndustrialsVWOVanguard FTSE Emerging Markets ETF$343,758$905 ▲0.3%7,5950.1%ETFVIGVanguard Dividend Appreciation ETF$338,645$4,267 ▲1.3%1,7460.1%ETFRCReady Capital$335,940$7,635 ▲2.3%66,0000.1%FinanceVUGVanguard Growth ETF$334,192$2,967 ▲0.9%9010.1%ETFVVVanguard Large-Cap ETF$326,634$3,855 ▲1.2%1,2710.1%ETFMAPLEBEAR INC$312,618$29,997 ▲10.6%7,8370.1%COMITOTiShares Core S&P Total U.S. Stock Market ETF$306,638$854 ▲0.3%2,5130.1%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$303,4500.0%10,2000.1%ETFPGProcter & Gamble$265,003$23,348 ▲9.7%1,5550.1%Consumer StaplesCSXCSX$264,8710.0%9,0000.1%TransportationLINDE PLC$221,645$221,645 ▲New Holding4760.1%SHSRPMRPM International$219,7920.0%1,9000.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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