Single Point Partners, LLC Top Holdings and 13F Report (2024)

About Single Point Partners, LLC

Investment Activity

Single Point Partners, LLC has $457.27 thousand in total holdings as of March 31, 2024.
Single Point Partners, LLC owns shares of 88 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 2.56% of the portfolio was purchased this quarter.
About 2.52% of the portfolio was sold this quarter.
This quarter, Single Point Partners, LLC has purchased 87 new stocks and bought additional shares in 30 stocks.
Single Point Partners, LLC sold shares of 36 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $135,809
iShares Core S&P Mid-Cap ETF: $42,805
iShares Core U.S. Aggregate Bond ETF: $39,682
iShares Core S&P Small-Cap ETF: $26,143
iShares Russell 1000 ETF: $19,841

Largest New Holdings this Quarter

09661T107 - BNY Mellon US Large Cap Core Equity ETF: $1,070 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $256 Holding
11135F101 - Broadcom: $225 Holding
09260D107 - Blackstone: $220 Holding
025816109 - American Express: $217 Holding

Largest Purchases this Quarter

Vanguard Tax-Exempt Bond ETF: 43,247 shares (about $2.12K)
iShares Russell 1000 ETF: 5,543 shares (about $1.88K)
Vanguard Mid-Cap ETF: 4,851 shares (about $1.36K)
Vanguard Small-Cap ETF: 4,907 shares (about $1.17K)
BNY Mellon US Large Cap Core Equity ETF: 9,037 shares (about $1.07K)

Largest Sales this Quarter

iShares National Muni Bond ETF: 27,251 shares (about $2.85K)
Alphabet: 259,895 shares (about $1.33K)
iShares Core S&P Mid-Cap ETF: 16,447 shares (about $1.02K)
iShares Core S&P Small-Cap ETF: 8,126 shares (about $888.08)
iShares Core S&P Total U.S. Stock Market ETF: 5,397 shares (about $728.80)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$135,809	$331 ▼	-0.2%	218,729	29.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$42,805	$1,020 ▼	-2.3%	690,178	9.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$39,682	$822 ▲	2.1%	414,026	8.7%	Finance
IJR iShares Core S&P Small-Cap ETF	$26,143	$888 ▼	-3.3%	239,211	5.7%	ETF
IWB iShares Russell 1000 ETF	$19,841	$1,882 ▲	10.5%	58,430	4.3%	ETF
VO Vanguard Mid-Cap ETF	$18,009	$1,363 ▲	8.2%	64,110	3.9%	ETF
IEFA iShares Core MSCI EAFE ETF	$16,937	$314 ▲	1.9%	202,884	3.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$14,955	$2,120 ▲	16.5%	305,014	3.3%	ETF
MUB iShares National Muni Bond ETF	$12,932	$2,847 ▼	-18.0%	123,771	2.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$10,408	$729 ▼	-6.5%	77,075	2.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$9,355	$150 ▼	-1.6%	155,846	2.0%	ETF
VB Vanguard Small-Cap ETF	$9,253	$1,167 ▲	14.4%	38,916	2.0%	ETF
FLOT iShares Floating Rate Bond ETF	$7,506	$59 ▼	-0.8%	147,128	1.6%	ETF
IWM iShares Russell 2000 ETF	$6,204	$153 ▲	2.5%	28,750	1.4%	Finance
USHY iShares Broad USD High Yield Corporate Bond ETF	$6,006	$24 ▲	0.4%	160,113	1.3%	ETF
SUB iShares Short-Term National Muni Bond ETF	$5,668	$193 ▼	-3.3%	53,303	1.2%	ETF
VOO Vanguard S&P 500 ETF	$5,551	$234 ▲	4.4%	9,743	1.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$5,219	$167 ▲	3.3%	91,541	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$4,632	$49 ▼	-1.0%	7,497	1.0%	Finance
VTI Vanguard Total Stock Market ETF	$4,298	$31 ▲	0.7%	14,099	0.9%	ETF
IWV iShares Russell 3000 ETF	$3,740	$172 ▲	4.8%	10,654	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,663	$38 ▲	1.1%	85,703	0.8%	ETF
AAPL Apple	$3,143	$63 ▼	-2.0%	15,320	0.7%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$2,832	$191 ▼	-6.3%	34,174	0.6%	Manufacturing
VXF Vanguard Extended Market ETF	$2,691	$509 ▲	23.3%	13,964	0.6%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$2,584	$92 ▲	3.7%	33,421	0.6%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$2,560	$107 ▼	-4.0%	51,753	0.6%	ETF
BND Vanguard Total Bond Market ETF	$1,839	$102 ▼	-5.3%	24,976	0.4%	ETF
MSFT Microsoft	$1,796	$150 ▼	-7.7%	3,611	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,392	$39 ▼	-2.8%	4,803	0.3%	Finance
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$1,383	$145 ▲	11.7%	13,705	0.3%	ETF
ACN Accenture	$1,352	$24 ▲	1.8%	4,522	0.3%	Computer and Technology
BAC Bank of America	$1,307		0.0%	27,631	0.3%	Finance
GOOG Alphabet	$1,270	$1,333 ▼	-51.2%	247,681	0.3%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$1,108	$106 ▲	10.5%	39,495	0.2%	ETF
BKLC BNY Mellon US Large Cap Core Equity ETF	$1,070	$1,070 ▲	New Holding	9,037	0.2%	ETF
GOOGL Alphabet	$1,042	$119 ▼	-10.2%	5,913	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,016	$9 ▲	0.9%	2,394	0.2%	ETF
AMZN Amazon.com	$975	$8 ▼	-0.8%	4,445	0.2%	Retail/Wholesale
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$860	$61 ▼	-6.6%	8,592	0.2%	ETF
GLD SPDR Gold Shares	$823		0.0%	2,700	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$809		0.0%	7,349	0.2%	ETF
VUG Vanguard Growth ETF	$800	$26 ▼	-3.1%	1,822	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$772	$1 ▲	0.1%	5,790	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$730		0.0%	29,859	0.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$707		0.0%	1,248	0.2%	ETF
SCHF Schwab International Equity ETF	$703	$49 ▲	7.4%	31,815	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$685	$51 ▼	-7.0%	8,487	0.1%	ETF
META Meta Platforms	$646	$12 ▲	1.9%	875	0.1%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$578	$111 ▼	-16.1%	16,123	0.1%	ETF
TIP iShares TIPS Bond ETF	$572		0.0%	5,194	0.1%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$499	$7 ▼	-1.4%	7,418	0.1%	ETF
IBM International Business Machines	$488		0.0%	1,655	0.1%	Computer and Technology
EFIV SPDR S&P 500 ESG ETF	$480	$0 ▲	0.1%	8,205	0.1%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$425	$101 ▼	-19.3%	4,370	0.1%	Finance
HD Home Depot	$425		0.0%	1,159	0.1%	Retail/Wholesale
NVDA NVIDIA	$421	$17 ▲	4.1%	2,666	0.1%	Computer and Technology
QQQ Invesco QQQ	$381	$100 ▼	-20.9%	690	0.1%	Finance
ESGU iShares ESG Aware MSCI USA ETF	$363	$11 ▲	3.1%	2,683	0.1%	Manufacturing
IWD iShares Russell 1000 Value ETF	$360	$2 ▼	-0.6%	1,855	0.1%	ETF
AEP American Electric Power	$319		0.0%	3,076	0.1%	Utilities
BRK.B Berkshire Hathaway	$318	$51 ▲	19.1%	654	0.1%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$308	$23 ▼	-6.9%	2,289	0.1%	ETF
PEG Public Service Enterprise Group	$307		0.0%	3,645	0.1%	Utilities
V Visa	$296	$6 ▲	2.1%	834	0.1%	Business Services
RTX RTX	$293	$1 ▼	-0.2%	2,008	0.1%	Aerospace
SCHC Schwab International Small-Cap Equity ETF	$289	$242 ▼	-45.6%	6,786	0.1%	ETF
COST Costco Wholesale	$289	$1 ▼	-0.3%	292	0.1%	Retail/Wholesale
LOW Lowe's Companies	$283	$1 ▲	0.2%	1,276	0.1%	Retail/Wholesale
TJX TJX Companies	$281	$12 ▼	-4.2%	2,276	0.1%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$256	$256 ▲	New Holding	1,880	0.1%	CL A
IVE iShares S&P 500 Value ETF	$254		0.0%	1,299	0.1%	ETF
SPGI S&P Global	$252		0.0%	477	0.1%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$252	$127 ▼	-33.4%	3,469	0.1%	ETF
HON Honeywell International	$248	$3 ▼	-1.1%	1,065	0.1%	Multi-Sector Conglomerates
SPHQ Invesco S&P 500 Quality ETF	$247	$1 ▲	0.2%	3,469	0.1%	ETF
PEP PepsiCo	$237	$7 ▼	-2.7%	1,798	0.1%	Consumer Staples
LLY Eli Lilly and Company	$235		0.0%	302	0.1%	Medical
AVGO Broadcom	$225	$225 ▲	New Holding	816	0.0%	Computer and Technology
KO CocaCola	$224	$8 ▼	-3.6%	3,142	0.0%	Consumer Staples
BX Blackstone	$220	$220 ▲	New Holding	1,473	0.0%	Finance
T AT&T	$220	$14 ▼	-6.2%	7,596	0.0%	Computer and Technology
VZ Verizon Communications	$219	$3 ▲	1.6%	5,068	0.0%	Computer and Technology
AXP American Express	$217	$217 ▲	New Holding	682	0.0%	Finance
EBC Eastern Bankshares	$211		0.0%	13,810	0.0%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$209	$209 ▲	New Holding	1,144	0.0%	ETF
ILPT Industrial Logistics Properties Trust	$48		0.0%	10,500	0.0%	Finance
SMMD iShares Russell 2500 ETF	$12		0.0%	12,443	0.0%	ETF
DINO HF Sinclair	$0	$1,359 ▼	-100.0%	0	0.0%	Energy
DGRO iShares Core Dividend Growth ETF	$0	$238 ▼	-100.0%	0	0.0%	ETF
ABBV AbbVie	$0	$222 ▼	-100.0%	0	0.0%	Medical
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$0	$206 ▼	-100.0%	0	0.0%	ETF
XOM Exxon Mobil	$0	$201 ▼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Single Point Partners, LLC Top Holdings and 13F Report (2024)

About Single Point Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Single Point Partners, LLC Top Holdings and 13F Report (2024)

About Single Point Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSingle Point Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools