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

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About Single Point Partners, LLC

Investment Activity

Single Point Partners, LLC has $430.47 thousand in total holdings as of March 31, 2024.
Single Point Partners, LLC owns shares of 79 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 11.05% of the portfolio was purchased this quarter.
About 3.30% of the portfolio was sold this quarter.
This quarter, Single Point Partners, LLC has purchased 77 new stocks and bought additional shares in 21 stocks.
Single Point Partners, LLC sold shares of 38 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $112,620
iShares Core S&P Mid-Cap ETF: $43,313
iShares Russell 1000 ETF: $38,523
iShares Core U.S. Aggregate Bond ETF: $27,725
iShares Core S&P Small-Cap ETF: $25,837

Largest New Holdings this Quarter

iShares Broad USD High Yield Corporate Bond ETF: $4,406 Holding
Vanguard ESG US Stock ETF: $250 Holding
Costco Wholesale: $231 Holding
Invesco S&P 500 Quality ETF: $207 Holding
Merck & Co., Inc.: $201 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 572,854 shares (about $34.80K)
iShares Broad USD High Yield Corporate Bond ETF: 120,426 shares (about $4.41K)
iShares Core MSCI EAFE ETF: 43,042 shares (about $3.19K)
iShares Core U.S. Aggregate Bond ETF: 12,540 shares (about $1.23K)
iShares Core S&P Small-Cap ETF: 8,497 shares (about $939.08)

Largest Sales this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: 52,315 shares (about $4.06K)
iShares MSCI EAFE Small-Cap ETF: 35,416 shares (about $2.24K)
iShares Core S&P 500 ETF: 3,596 shares (about $1.89K)
iShares Core MSCI Emerging Markets ETF: 23,323 shares (about $1.20K)
SPDR Portfolio Emerging Markets ETF: 22,351 shares (about $808.92)

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	$112,620	$1,891 ▼	-1.7%	214,217	26.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$43,313	$34,796 ▲	408.5%	713,081	10.1%	ETF
IWB iShares Russell 1000 ETF	$38,523	$78 ▼	-0.2%	133,748	8.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$27,725	$1,228 ▲	4.6%	283,080	6.4%	Finance
IJR iShares Core S&P Small-Cap ETF	$25,837	$939 ▲	3.8%	233,780	6.0%	ETF
VO Vanguard Mid-Cap ETF	$15,752	$151 ▼	-0.9%	63,041	3.7%	ETF
MUB iShares National Muni Bond ETF	$13,760	$776 ▲	6.0%	127,881	3.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$12,585	$3,195 ▲	34.0%	169,558	2.9%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$11,988	$129 ▲	1.1%	236,915	2.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$11,887	$1,204 ▼	-9.2%	230,361	2.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$10,296	$184 ▼	-1.8%	89,299	2.4%	ETF
VB Vanguard Small-Cap ETF	$9,972	$248 ▼	-2.4%	43,625	2.3%	ETF
FLOT iShares Floating Rate Bond ETF	$6,944	$128 ▲	1.9%	136,000	1.6%	ETF
IWM iShares Russell 2000 ETF	$6,911	$234 ▼	-3.3%	32,865	1.6%	Finance
SUB iShares Short-Term National Muni Bond ETF	$5,699	$325 ▲	6.0%	54,419	1.3%	ETF
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$4,890	$30 ▼	-0.6%	97,469	1.1%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$4,406	$4,406 ▲	New Holding	120,426	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$4,151	$29 ▼	-0.7%	15,973	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$4,112	$12 ▼	-0.3%	7,861	1.0%	Finance
VXF Vanguard Extended Market ETF	$3,742	$250 ▼	-6.3%	21,352	0.9%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$3,599	$26 ▼	-0.7%	44,192	0.8%	ETF
VOO Vanguard S&P 500 ETF	$3,466	$84 ▲	2.5%	7,209	0.8%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,263	$809 ▼	-19.9%	90,159	0.8%	ETF
IWV iShares Russell 3000 ETF	$3,126	$2 ▲	0.1%	10,416	0.7%	ETF
AAPL Apple	$2,955	$31 ▲	1.1%	17,231	0.7%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$2,952	$99 ▼	-3.3%	36,102	0.7%	Manufacturing
BND Vanguard Total Bond Market ETF	$2,707	$260 ▲	10.6%	37,273	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,611	$368 ▼	-12.4%	62,520	0.6%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$2,261	$29 ▼	-1.3%	33,323	0.5%	Manufacturing
SCZ iShares MSCI EAFE Small-Cap ETF	$1,834	$2,243 ▼	-55.0%	28,961	0.4%	ETF
MSFT Microsoft	$1,677	$65 ▼	-3.7%	3,986	0.4%	Computer and Technology
GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF	$1,329	$140 ▼	-9.6%	13,174	0.3%	ETF
GOOG Alphabet	$1,283	$40 ▼	-3.0%	8,426	0.3%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,281	$4,065 ▼	-76.0%	16,486	0.3%	ETF
GOOGL Alphabet	$1,053	$47 ▼	-4.3%	6,979	0.2%	Computer and Technology
SCHF Schwab International Equity ETF	$1,036		0.0%	26,549	0.2%	ETF
SCHC Schwab International Small-Cap Equity ETF	$1,011	$62 ▼	-5.8%	28,233	0.2%	ETF
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$993	$21 ▲	2.1%	9,864	0.2%	ETF
AMZN Amazon.com	$904	$16 ▲	1.8%	5,009	0.2%	Retail/Wholesale
JNK SPDR Bloomberg High Yield Bond ETF	$879	$7 ▼	-0.8%	9,228	0.2%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$816	$509 ▼	-38.4%	6,981	0.2%	ETF
VYM Vanguard High Dividend Yield Index Fund ETF Shares	$749	$1 ▲	0.1%	6,187	0.2%	ETF
JPM JPMorgan Chase & Co.	$736	$11 ▼	-1.5%	3,677	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$710		0.0%	8,410	0.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$695		0.0%	1,248	0.2%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$670		0.0%	20,969	0.2%	ETF
VUG Vanguard Growth ETF	$666	$9 ▼	-1.3%	1,936	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$656	$23 ▼	-3.4%	10,572	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$648	$14 ▼	-2.1%	1,924	0.2%	ETF
NVDA NVIDIA	$537	$21 ▲	4.0%	595	0.1%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$510	$35 ▲	7.3%	8,692	0.1%	ETF
META Meta Platforms	$492	$65 ▼	-11.7%	1,013	0.1%	Computer and Technology
HD Home Depot	$469		0.0%	1,222	0.1%	Retail/Wholesale
EFIV SPDR S&P 500 ESG ETF	$445	$1 ▲	0.1%	8,785	0.1%	ETF
QQQ Invesco QQQ	$425	$4 ▼	-0.8%	957	0.1%	Finance
PEP PepsiCo	$312	$15 ▲	5.0%	1,771	0.1%	Consumer Staples
DOCN DigitalOcean	$308	$43 ▼	-12.2%	8,075	0.1%	Computer and Technology
DFIV Dimensional International Value ETF	$304		0.0%	8,270	0.1%	ETF
BRK.B Berkshire Hathaway	$303	$3 ▼	-1.1%	720	0.1%	Finance
BAC Bank of America	$296	$19 ▼	-6.1%	7,768	0.1%	Finance
IBM International Business Machines	$294	$54 ▲	22.4%	1,539	0.1%	Computer and Technology
EBC Eastern Bankshares	$293		0.0%	145,401	0.1%	Finance
BSVO EA Bridgeway Omni Small-Cap Value ETF	$274	$122 ▼	-30.8%	12,897	0.1%	ETF
AEP American Electric Power	$269	$19 ▼	-6.6%	3,126	0.1%	Utilities
HON Honeywell International	$263	$34 ▼	-11.5%	1,283	0.1%	Multi-Sector Conglomerates
ESGU iShares ESG Aware MSCI USA ETF	$258	$12 ▲	4.9%	2,248	0.1%	Manufacturing
ESGV Vanguard ESG US Stock ETF	$250	$250 ▲	New Holding	2,684	0.1%	ETF
PEG Public Service Enterprise Group	$247		0.0%	3,661	0.1%	Utilities
IVE iShares S&P 500 Value ETF	$243		0.0%	1,299	0.1%	ETF
COST Costco Wholesale	$231	$231 ▲	New Holding	315	0.1%	Consumer Defensive
DHR Danaher	$226	$15 ▼	-6.4%	905	0.1%	Multi-Sector Conglomerates
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$208		0.0%	8,192	0.0%	ETF
SPHQ Invesco S&P 500 Quality ETF	$207	$207 ▲	New Holding	3,424	0.0%	ETF
SPGI S&P Global	$202		0.0%	475	0.0%	Business Services
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$202		0.0%	2,205	0.0%	ETF
MRK Merck & Co., Inc.	$201	$201 ▲	New Holding	1,524	0.0%	Medical
EFA iShares MSCI EAFE ETF	$198	$198 ▲	New Holding	10,420	0.0%	Finance
NUVEEN DYNAMIC MUN OPPORTUNI	$186		0.0%	17,000	0.0%	COM SHS
PDO Pimco Dynamic Income Opportunities Fund	$138		0.0%	10,405	0.0%	Basic Materials
BRK.A Berkshire Hathaway	$0	$543 ▼	-100.0%	0	0.0%	Finance
JNJ Johnson & Johnson	$0	$210 ▼	-100.0%	0	0.0%	Medical
BX Blackstone	$0	$203 ▼	-100.0%	0	0.0%	Finance
MVST Microvast	$0	$28 ▼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

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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