Single Point Partners, LLC Top Holdings and 13F Report (2024) About Single Point Partners, LLCInvestment ActivitySingle Point Partners, LLC has $502.55 million in total holdings as of March 31, 2024.Single Point Partners, LLC owns shares of 83 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 10.53% of the portfolio was purchased this quarter.About 0.93% of the portfolio was sold this quarter.This quarter, Single Point Partners, LLC has purchased 87 new stocks and bought additional shares in 38 stocks.Single Point Partners, LLC sold shares of 30 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $146,321,879iShares Core S&P Mid-Cap ETF $48,294,493iShares Core U.S. Aggregate Bond ETF $46,999,200iShares Core S&P Small-Cap ETF $30,296,442iShares Russell 1000 ETF $20,245,649 Largest New Holdings this Quarter 00206R102 - AT&T $215,635 Holding438516106 - Honeywell International $213,774 Holding22052L104 - Corteva $211,284 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 1,095,164 shares (about $32.95M)iShares Core S&P Total U.S. Stock Market ETF 2,156,557 shares (about $12.71M)iShares Core MSCI Total International Stock ETF 155,003 shares (about $2.59M)iShares Core S&P 500 ETF 2,095 shares (about $1.37M)iShares Core S&P Mid-Cap ETF 5,122 shares (about $345.89K) Largest Sales this Quarter Alphabet 64,715 shares (about $773.69K)Microsoft 1,056 shares (about $390.95K)Apple 1,431 shares (about $363.16K)Alphabet 803 shares (about $230.92K)Vanguard FTSE Emerging Markets ETF 4,121 shares (about $222.74K) 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$146,321,879$1,368,477 ▲0.9%224,00429.1%ETFIJHiShares Core S&P Mid-Cap ETF$48,294,493$345,889 ▲0.7%715,1569.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$46,999,200$32,951,526 ▲234.6%1,562,0479.4%FinanceIJRiShares Core S&P Small-Cap ETF$30,296,442$126,175 ▲0.4%243,7176.0%ETFIWBiShares Russell 1000 ETF$20,245,649$182,560 ▼-0.9%56,7804.0%ETFIEFAiShares Core MSCI EAFE ETF$19,503,004$112,710 ▼-0.6%215,4313.9%ETFVOVanguard Mid-Cap ETF$18,199,572$75,529 ▼-0.4%63,3733.6%ETFVTEBVanguard Tax-Exempt Bond ETF$15,836,370$176,012 ▲1.1%317,4263.2%ETFMUBiShares National Muni Bond ETF$13,777,900$28,236 ▲0.2%129,7972.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$13,161,997$12,713,622 ▲2,835.5%2,232,6132.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,037,010$55,870 ▲0.5%158,2372.2%ETFVBVanguard Small-Cap ETF$10,274,235$15,191 ▼-0.1%39,2272.0%ETFFLOTiShares Floating Rate Bond ETF$8,752,921$197,126 ▲2.3%171,7941.7%ETFIWMiShares Russell 2000 ETF$7,347,830$22,072 ▲0.3%29,6281.5%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$6,827,090$184,863 ▲2.8%185,3171.4%ETFSUBiShares Short-Term National Muni Bond ETF$6,728,498$187,335 ▲2.9%63,1781.3%ETFVOOVanguard S&P 500 ETF$6,126,489$112,933 ▲1.9%10,2531.2%ETFVEAVanguard FTSE Developed Markets ETF$5,891,002$31,591 ▲0.5%91,9321.2%ETFSPYSPDR S&P 500 ETF Trust$4,867,016$9,755 ▲0.2%7,4841.0%FinanceVTIVanguard Total Stock Market ETF$4,730,894$292,894 ▲6.6%14,7470.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,984,284$29,741 ▼-0.7%84,9350.8%ETFIWViShares Russell 3000 ETF$3,962,082$2,224 ▲0.1%10,6890.8%ETFAAPLApple$3,837,467$363,165 ▼-8.6%15,1210.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$3,676,610$144,481 ▲4.1%49,9270.7%ETFIXUSiShares Core MSCI Total International Stock ETF$3,169,565$2,592,365 ▲449.1%189,5150.6%ManufacturingVXFVanguard Extended Market ETF$2,878,329$412 ▲0.0%13,9860.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,704,013$2,807 ▲0.1%32,7480.5%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,418,790$222,740 ▼-8.4%44,7510.5%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,573,395$103,160 ▲7.0%15,5570.3%ETFSCHMSchwab U.S. Mid-Cap ETF$1,278,941$26,069 ▲2.1%41,3090.3%ETFBACBank of America$1,252,171$34,417 ▼-2.7%25,6860.2%FinanceGOOGAlphabet$1,169,657$773,694 ▼-39.8%97,8350.2%Computer and TechnologyGLDSPDR Gold Shares$1,161,9640.0%2,7000.2%FinanceBKLCBNY Mellon US Large Cap Core Equity ETF$1,137,208$3,494 ▲0.3%9,1120.2%ETFGOOGLAlphabet$1,026,326$230,916 ▼-18.4%3,5690.2%Computer and TechnologyJPMJPMorgan Chase & Co.$1,023,971$185,321 ▼-15.3%3,4810.2%FinanceACNAccenture$967,655$200,669 ▲26.2%4,8800.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$900,598$1,706 ▼-0.2%2,1120.2%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$863,814$40,918 ▲5.0%17,1630.2%ETFVYMVanguard High Dividend Yield ETF$847,737$28,880 ▼-3.3%5,7240.2%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$831,956$144,570 ▲21.0%8,3040.2%ETFVUGVanguard Growth ETF$811,969$16,161 ▲2.0%1,8590.2%ETFIVWiShares S&P 500 Growth ETF$805,4560.0%7,1210.2%ETFSCHFSchwab International Equity ETF$794,5950.0%32,1050.2%ETFSCHXSchwab US Large-Cap ETF$745,4000.0%29,0720.1%ETFAMZNAmazon.com$734,008$58,321 ▼-7.4%3,5240.1%Retail/WholesaleMSFTMicrosoft$730,441$390,951 ▼-34.9%1,9730.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$697,5560.0%1,1310.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$621,717$47,818 ▼-7.1%7,8140.1%ETFTIPiShares TIPS Bond ETF$613,968$40,725 ▲7.1%5,5630.1%ETFVEUVanguard FTSE All-World ex-US ETF$556,137$601 ▼-0.1%7,4050.1%ETFESGUiShares ESG Aware MSCI USA ETF$543,192$138,308 ▲34.2%3,8410.1%ManufacturingEFIVSPDR S&P 500 ESG ETF$518,726$378 ▲0.1%8,2230.1%ETFDFACDimensional U.S. Core Equity 2 ETF$436,5280.0%11,2330.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$422,997$287 ▼-0.1%4,4190.1%FinanceBRK.BBerkshire Hathaway$408,758$5,750 ▼-1.4%8530.1%FinanceHDHome Depot$395,477$12,503 ▼-3.1%1,2020.1%Retail/WholesaleAEPAmerican Electric Power$382,384$3,277 ▼-0.8%2,9170.1%UtilitiesQQQInvesco QQQ$375,744$11,544 ▲3.2%6510.1%FinanceNVDANVIDIA$373,148$46,033 ▼-11.0%2,1400.1%Computer and TechnologyIBMInternational Business Machines$354,432$34,425 ▼-8.9%1,4620.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$327,132$214 ▲0.1%1,5310.1%ETFMETAMeta Platforms$317,684$73,840 ▼-18.9%5550.1%Computer and TechnologyRTXRTX$297,789$20,444 ▼-6.4%1,5440.1%AerospaceLOWLowe's Companies$295,586$2,363 ▼-0.8%1,2510.1%Retail/WholesalePEGPublic Service Enterprise Group$295,0830.0%3,6450.1%UtilitiesPALANTIR TECHNOLOGIES INC$278,064$8,045 ▼-2.8%1,9010.1%CL AJNJJohnson & Johnson$276,706$32,266 ▼-10.4%1,1320.1%MedicalIVEiShares S&P 500 Value ETF$274,2840.0%1,2990.1%ETFEBCEastern Bankshares$272,764$1,956 ▲0.7%13,9450.1%FinanceSPHQInvesco S&P 500 Quality ETF$270,075$902 ▲0.3%3,5920.1%ETFSCHCSchwab International Small-Cap Equity ETF$258,973$18,975 ▼-6.8%5,5410.1%ETFVZVerizon Communications$251,050$703 ▲0.3%5,0010.0%Computer and TechnologyCCitigroup$249,5020.0%2,2000.0%Financial ServicesAVGOBroadcom$238,849$22,895 ▲10.6%7720.0%Computer and TechnologyKOCocaCola$235,375$304 ▲0.1%3,0950.0%Consumer StaplesVVisa$232,516$7,257 ▼-3.0%7690.0%Business ServicesVSSVanguard FTSE All-World ex-US Small-Cap ETF$225,6420.0%1,5480.0%ETFTAT&T$215,635$215,635 ▲New Holding7,4380.0%Computer and TechnologyHONHoneywell International$213,774$213,774 ▲New Holding9460.0%Multi-Sector ConglomeratesCTVACorteva$211,284$211,284 ▲New Holding2,5240.0%Consumer StaplesACWXiShares MSCI ACWI ex U.S. ETF$85,0420.0%10,8250.0%ManufacturingSMMDiShares Russell 2500 ETF$17,8920.0%17,8920.0%ETFTJXTJX Companies$0$317,205 ▼-100.0%00.0%Retail/WholesaleAXPAmerican Express$0$241,892 ▼-100.0%00.0%FinancePEPPepsiCo$0$236,435 ▼-100.0%00.0%Consumer StaplesLLYEli Lilly and Company$0$221,384 ▼-100.0%00.0%MedicalSPGIS&P Global$0$220,701 ▼-100.0%00.0%FinanceDHRDanaher$0$209,462 ▼-100.0%00.0%MedicalABBVAbbVie$0$208,383 ▼-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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