Single Point Partners, LLC Top Holdings and 13F Report (2024) About Single Point Partners, LLCInvestment ActivitySingle Point Partners, LLC has $492.67 million in total holdings as of March 31, 2024.Single Point Partners, LLC owns shares of 89 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.03% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, Single Point Partners, LLC has purchased 88 new stocks and bought additional shares in 37 stocks.Single Point Partners, LLC sold shares of 41 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $148,241,884iShares Core S&P Mid-Cap ETF $45,877,731iShares Core U.S. Aggregate Bond ETF $40,966,429iShares Core S&P Small-Cap ETF $28,815,415iShares Russell 1000 ETF $21,221,605 Largest New Holdings this Quarter 172967424 - Citigroup $212,947 Holding00287Y109 - AbbVie $211,164 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,759 shares (about $1.85M)Vanguard Total Bond Market ETF 22,672 shares (about $1.69M)iShares Core S&P Mid-Cap ETF 12,821 shares (about $836.70K)iShares Core U.S. Aggregate Bond ETF 8,627 shares (about $836.19K)iShares Short-Term National Muni Bond ETF 7,552 shares (about $806.40K) Largest Sales this Quarter Alphabet 1,098 shares (about $266.94K)Microsoft 398 shares (about $206.11K)JPMorgan Chase & Co. 631 shares (about $199.05K)Dimensional U.S. Core Equity 2 ETF 4,890 shares (about $188.61K)Amazon.com 698 shares (about $153.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSingle Point Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$148,241,884$1,846,598 ▲1.3%221,48830.1%ETFIJHiShares Core S&P Mid-Cap ETF$45,877,731$836,699 ▲1.9%702,9999.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$40,966,429$836,188 ▲2.1%422,6538.3%FinanceIJRiShares Core S&P Small-Cap ETF$28,815,415$390,000 ▲1.4%242,4935.8%ETFIWBiShares Russell 1000 ETF$21,221,605$133,400 ▼-0.6%58,0654.3%ETFVOVanguard Mid-Cap ETF$18,857,221$25,555 ▲0.1%64,1973.8%ETFIEFAiShares Core MSCI EAFE ETF$18,405,692$691,930 ▲3.9%210,8093.7%ETFVTEBVanguard Tax-Exempt Bond ETF$15,594,646$322,601 ▲2.1%311,4573.2%ETFMUBiShares National Muni Bond ETF$13,082,100$98,290 ▼-0.7%122,8482.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,138,092$87,827 ▼-0.8%76,4722.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,380,365$106,988 ▲1.0%157,4692.1%ETFVBVanguard Small-Cap ETF$9,995,596$99,933 ▲1.0%39,3092.0%ETFFLOTiShares Floating Rate Bond ETF$8,031,278$515,243 ▲6.9%157,2141.6%ETFIWMiShares Russell 2000 ETF$7,028,738$72,346 ▲1.0%29,0491.4%FinanceSUBiShares Short-Term National Muni Bond ETF$6,498,065$806,399 ▲14.2%60,8551.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$6,438,984$389,927 ▲6.4%170,4341.3%ETFVOOVanguard S&P 500 ETF$6,195,992$229,640 ▲3.8%10,1181.3%ETFVEAVanguard FTSE Developed Markets ETF$5,453,478$31,638 ▼-0.6%91,0131.1%ETFSPYSPDR S&P 500 ETF Trust$4,993,987$666 ▼0.0%7,4961.0%FinanceVTIVanguard Total Stock Market ETF$4,542,242$84,669 ▼-1.8%13,8410.9%ETFAAPLApple$4,318,502$417,591 ▲10.7%16,9600.9%Computer and TechnologyIWViShares Russell 3000 ETF$4,045,275$7,958 ▲0.2%10,6750.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,008,876$2,902 ▼-0.1%85,6410.8%ETFBNDVanguard Total Bond Market ETF$3,543,369$1,686,015 ▲90.8%47,6480.7%ETFVXFVanguard Extended Market ETF$2,922,992$209 ▼0.0%13,9630.6%ETFIXUSiShares Core MSCI Total International Stock ETF$2,769,612$9,744 ▲0.4%33,5390.6%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$2,767,339$67,694 ▼-2.4%33,3580.6%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,716,480$87,501 ▼-3.1%50,1380.6%ETFMSFTMicrosoft$1,663,934$206,114 ▼-11.0%3,2130.3%Computer and TechnologyGOOGAlphabet$1,412,986$5,659 ▼-0.4%246,6930.3%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,409,286$12,435 ▲0.9%13,8270.3%ETFBACBank of America$1,378,101$47,359 ▼-3.3%26,7130.3%FinanceJPMJPMorgan Chase & Co.$1,316,035$199,046 ▼-13.1%4,1720.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,171,396$771 ▲0.1%39,5210.2%ETFGOOGLAlphabet$1,170,576$266,935 ▼-18.6%4,8150.2%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$1,163,315$3,081 ▲0.3%9,0610.2%ETFACNAccenture$1,141,758$26,633 ▲2.4%4,6300.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,060,395$60,888 ▼-5.4%2,2640.2%ETFGLDSPDR Gold Shares$959,9180.0%2,7000.2%FinanceIVWiShares S&P 500 Growth ETF$881,015$6,157 ▼-0.7%7,2980.2%ETFVUGVanguard Growth ETF$873,8490.0%1,8220.2%ETFVYMVanguard High Dividend Yield ETF$830,956$14,801 ▲1.8%5,8950.2%ETFAMZNAmazon.com$822,796$153,272 ▼-15.7%3,7470.2%Retail/WholesaleGBILGoldman Sachs Access Treasury 0-1 Year ETF$796,379$64,745 ▼-7.5%7,9460.2%ETFSCHXSchwab US Large-Cap ETF$765,751$20,729 ▼-2.6%29,0720.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$743,9930.0%1,2480.2%ETFSCHFSchwab International Equity ETF$740,6440.0%31,8150.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$681,780$7,307 ▼-1.1%8,3970.1%ETFTIPiShares TIPS Bond ETF$577,6680.0%5,1940.1%ETFVEUVanguard FTSE All-World ex-US ETF$529,894$500 ▲0.1%7,4250.1%ETFEFIVSPDR S&P 500 ESG ETF$522,140$382 ▲0.1%8,2110.1%ETFMETAMeta Platforms$521,848$120,370 ▼-18.7%7110.1%Computer and TechnologyHDHome Depot$502,622$32,833 ▲7.0%1,2400.1%Retail/WholesaleIBMInternational Business Machines$469,513$2,539 ▲0.5%1,6640.1%Computer and TechnologyNVDANVIDIA$455,367$41,974 ▼-8.4%2,4410.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$433,271$188,613 ▼-30.3%11,2330.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$430,391$2,156 ▲0.5%4,3920.1%FinanceESGUiShares ESG Aware MSCI USA ETF$401,908$11,213 ▲2.9%2,7600.1%ManufacturingBRK.BBerkshire Hathaway$401,689$72,897 ▲22.2%7990.1%FinanceQQQInvesco QQQ$396,244$18,011 ▼-4.3%6600.1%FinanceIWDiShares Russell 1000 Value ETF$370,548$7,126 ▼-1.9%1,8200.1%ETFPALANTIR TECHNOLOGIES INC$357,525$14,593 ▲4.3%1,9600.1%CL AAEPAmerican Electric Power$346,0710.0%3,0760.1%UtilitiesTJXTJX Companies$328,684$289 ▼-0.1%2,2740.1%Retail/WholesaleLOWLowe's Companies$316,902$3,770 ▼-1.2%1,2610.1%Retail/WholesaleSCHCSchwab International Small-Cap Equity ETF$307,110$1,729 ▼-0.6%6,7480.1%ETFPEGPublic Service Enterprise Group$304,2320.0%3,6450.1%UtilitiesRTXRTX$297,517$38,486 ▼-11.5%1,7780.1%AerospaceVVisa$296,082$11,270 ▲4.0%8670.1%Business ServicesCOSTCostco Wholesale$287,871$17,587 ▲6.5%3110.1%Retail/WholesaleIVEiShares S&P 500 Value ETF$268,2560.0%1,2990.1%ETFSPHQInvesco S&P 500 Quality ETF$261,641$7,402 ▲2.9%3,5700.1%ETFBXBlackstone$252,858$1,196 ▲0.5%1,4800.1%FinanceEBCEastern Bankshares$251,287$635 ▲0.3%13,8450.1%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$248,189$78,120 ▼-23.9%1,7410.1%ETFPEPPepsiCo$231,361$21,212 ▼-8.4%1,6470.0%Consumer StaplesAVGOBroadcom$227,480$41,540 ▼-15.4%6900.0%Computer and TechnologyHONHoneywell International$222,030$2,105 ▼-0.9%1,0550.0%Multi-Sector ConglomeratesVZVerizon Communications$220,993$1,758 ▼-0.8%5,0280.0%Computer and TechnologyAXPAmerican Express$217,183$9,298 ▼-4.1%6540.0%FinanceSPGIS&P Global$215,283$17,047 ▼-7.3%4420.0%FinanceTAT&T$214,264$254 ▼-0.1%7,5870.0%Computer and TechnologyCCitigroup$212,947$212,947 ▲New Holding2,0980.0%Financial ServicesSCZiShares MSCI EAFE Small-Cap ETF$211,215$54,933 ▼-20.6%2,7530.0%ETFABBVAbbVie$211,164$211,164 ▲New Holding9120.0%MedicalKOCocaCola$206,025$2,321 ▼-1.1%3,1070.0%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$204,632$17,896 ▼-8.0%1,0520.0%ETFILPTIndustrial Logistics Properties Trust$90,365$29,150 ▲47.6%15,5000.0%FinanceSMMDiShares Russell 2500 ETF$12,4430.0%12,4430.0%ETFLLYEli Lilly and Company$0$235 ▼-100.0%00.0%MedicalShowing 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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