Spirepoint Private Client, LLC Top Holdings and 13F Report (2025) About Spirepoint Private Client, LLCInvestment ActivitySpirepoint Private Client, LLC has $1.05 billion in total holdings as of June 30, 2025.Spirepoint Private Client, LLC owns shares of 322 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 7.85% of the portfolio was purchased this quarter.About 4.81% of the portfolio was sold this quarter.This quarter, Spirepoint Private Client, LLC has purchased 313 new stocks and bought additional shares in 128 stocks.Spirepoint Private Client, LLC sold shares of 120 stocks and completely divested from 21 stocks this quarter.Largest Holdings United Parcel Service $100,973,218Apple $43,683,819Vanguard S&P 500 ETF $31,742,010Broadcom $31,433,197Microsoft $30,492,317 Largest New Holdings this Quarter 558256103 - Madison Square Garden Entertainment $4,839,633 Holding03990B101 - Ares Management $3,972,658 Holding83406F102 - SoFi Technologies $3,200,630 Holding59356Q108 - MIAMI INTL HLDGS INC $2,680,926 Holding09661T826 - BNY Mellon Global Infrastructure Income ETF $1,303,196 Holding Largest Purchases this Quarter Duke Energy 42,008 shares (about $5.50M)KLA 3,486 shares (about $5.13M)LAM RESEARCH CORP 22,694 shares (about $4.85M)Madison Square Garden Entertainment 82,153 shares (about $4.84M)Ares Management 36,413 shares (about $3.97M) Largest Sales this Quarter Utilities Select Sector SPDR Fund 317,684 shares (about $14.58M)Vanguard S&P 500 ETF 17,232 shares (about $10.30M)Lockheed Martin 14,798 shares (about $8.94M)iShares Core S&P 500 ETF 1,738 shares (about $1.14M)iShares Core Dividend Growth ETF 15,459 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpirepoint Private Client, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUPSUnited Parcel Service$100,973,2180.0%1,026,3599.6%TransportationAAPLApple$43,683,819$531,690 ▲1.2%172,1264.2%Computer and TechnologyVOOVanguard S&P 500 ETF$31,742,010$10,297,032 ▼-24.5%53,1203.0%ETFAVGOBroadcom$31,433,197$2,677,260 ▲9.3%101,5583.0%Computer and TechnologyMSFTMicrosoft$30,492,317$1,114,950 ▲3.8%82,3742.9%Computer and TechnologyCLHClean Harbors$30,406,570$55,626 ▲0.2%106,0462.9%Business ServicesPALANTIR TECHNOLOGIES INC$30,219,790$290,950 ▲1.0%206,5892.9%CL AGOOGLAlphabet$27,945,781$757,149 ▲2.8%97,1822.7%Computer and TechnologyJNJJohnson & Johnson$26,746,474$607,191 ▲2.3%109,4192.5%MedicalNVDANVIDIA$26,045,863$396,236 ▲1.5%149,3462.5%Computer and TechnologyAMLPAlerian MLP ETF$22,364,653$2,708,541 ▲13.8%424,8602.1%ETFAMZNAmazon.com$21,085,046$1,270,655 ▲6.4%101,2392.0%Retail/WholesaleLLYEli Lilly and Company$18,308,952$879,301 ▲5.0%19,9061.7%MedicalNEENextEra Energy$18,091,682$700,314 ▲4.0%194,7861.7%UtilitiesXOMExxonMobil$17,998,805$559,881 ▲3.2%106,0871.7%EnergyXLKTechnology Select Sector SPDR Fund$17,429,830$1,053,897 ▲6.4%131,1501.7%ETFCVXChevron$16,070,727$1,275,123 ▲8.6%77,6741.5%EnergyBNDVanguard Total Bond Market ETF$15,123,666$2,267,596 ▲17.6%205,3731.4%ETFVIGVanguard Dividend Appreciation ETF$14,254,986$813,354 ▲6.1%66,2841.4%ETFTJXTJX Companies$13,645,118$446,522 ▲3.4%85,4421.3%Retail/WholesaleWALMART INC$13,457,842$679,069 ▲5.3%108,2861.3%COMBRK.BBerkshire Hathaway$12,662,860$1,059,511 ▲9.1%26,4251.2%FinanceNOCNorthrop Grumman$11,932,491$424,357 ▲3.7%17,4901.1%AerospaceVVisa$11,707,920$522,273 ▲4.7%38,7371.1%Business ServicesGDGeneral Dynamics$11,622,618$781,866 ▲7.2%33,8631.1%AerospacePANWPalo Alto Networks$11,465,293$767,292 ▲7.2%71,5151.1%Computer and TechnologyGILDGilead Sciences$11,205,206$564,866 ▲5.3%80,3991.1%MedicalABBVAbbVie$10,755,516$334,282 ▲3.2%49,4531.0%MedicalSOSouthern$10,085,647$662,319 ▲7.0%104,4931.0%UtilitiesVTEBVanguard Tax-Exempt Bond ETF$9,876,773$314,107 ▲3.3%197,9710.9%ETFAXONAxon Enterprise$9,843,889$1,224,806 ▲14.2%23,1790.9%AerospaceTMOThermo Fisher Scientific$9,498,640$3,187,021 ▲50.5%19,3250.9%MedicalLAM RESEARCH CORP$9,254,256$4,848,800 ▲110.1%43,3130.9%COM NEWJPMJPMorgan Chase & Co.$8,587,474$108,546 ▼-1.2%29,1930.8%FinanceCOSTCostco Wholesale$8,279,337$383,626 ▼-4.4%8,3090.8%Retail/WholesaleMAMastercard$7,858,995$585,090 ▲8.0%15,7290.7%Business ServicesJEPIJPMorgan Equity Premium Income ETF$7,732,942$751,121 ▲10.8%136,4320.7%ETFQQQInvesco QQQ$7,520,406$577 ▼0.0%13,0300.7%FinanceGSThe Goldman Sachs Group$7,443,866$9,306 ▲0.1%8,7990.7%FinancePGProcter & Gamble$7,363,528$30,621 ▲0.4%50,9800.7%Consumer StaplesUBERUber Technologies$7,179,141$900,567 ▲14.3%99,8070.7%Computer and TechnologyBSXBoston Scientific$6,632,507$728,718 ▲12.3%105,6970.6%MedicalRIVNRivian Automotive$6,500,9980.0%431,9600.6%Auto/Tires/TrucksGOOGAlphabet$6,091,767$263,912 ▲4.5%21,2360.6%Computer and TechnologyDUKDuke Energy$5,733,631$5,500,557 ▲2,360.0%43,7880.5%UtilitiesRCLRoyal Caribbean Cruises$5,604,334$552,288 ▼-9.0%20,3660.5%Consumer DiscretionaryKLACKLA$5,446,520$5,132,892 ▲1,636.6%3,6990.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$5,356,8660.0%12,5630.5%ETFEVERPURE INC$5,339,5780.0%90,4400.5%CL AAJGArthur J. Gallagher & Co.$5,251,472$492,508 ▲10.3%24,2470.5%FinanceORLYO'Reilly Automotive$5,215,977$1,385 ▼0.0%56,5050.5%Retail/WholesaleMSGEMadison Square Garden Entertainment$4,839,633$4,839,633 ▲New Holding82,1530.5%Consumer DiscretionarySOMNIGROUP INTERNATIONAL INC$4,294,809$87,964 ▲2.1%58,1010.4%COMOTISOtis Worldwide$4,008,774$598,526 ▲17.6%52,0080.4%IndustrialsXLEEnergy Select Sector SPDR Fund$3,977,070$6,371 ▼-0.2%64,9210.4%ETFARESAres Management$3,972,658$3,972,658 ▲New Holding36,4130.4%FinanceKTOSKratos Defense & Security Solutions$3,563,646$3,283,580 ▲1,172.4%50,5410.3%AerospaceXLUUtilities Select Sector SPDR Fund$3,430,591$14,578,486 ▼-81.0%74,7570.3%ETFSPYSPDR S&P 500 ETF Trust$3,322,587$154,781 ▼-4.5%5,1090.3%FinanceVFLOVictoryShares Free Cash Flow ETF$3,321,002$149,234 ▲4.7%84,1190.3%ETFMGKVanguard Mega Cap Growth ETF$3,318,735$21,679 ▲0.7%9,0320.3%ETFSOFISoFi Technologies$3,200,630$3,200,630 ▲New Holding201,5510.3%FinanceBLOCK INC$3,161,3160.0%52,5310.3%CL AIVWiShares S&P 500 Growth ETF$3,147,748$46,149 ▼-1.4%27,8290.3%ETFSPROTT ASSET MANAGEMENT LP$3,088,596$10,100 ▲0.3%87,1500.3%PHYSICAL GOLD TRMETAMeta Platforms$2,988,935$29,180 ▲1.0%5,2240.3%Computer and TechnologyEMREmerson Electric$2,900,128$6,944 ▲0.2%22,1350.3%IndustrialsRECSColumbia Research Enhanced Core ETF$2,867,530$138,847 ▲5.1%73,5640.3%ETFCMGChipotle Mexican Grill$2,735,319$13,348 ▼-0.5%85,4520.3%Retail/WholesaleBLACKROCK INC$2,705,290$64,435 ▲2.4%2,8130.3%COMMIAMI INTL HLDGS INC$2,680,926$2,680,926 ▲New Holding68,8830.3%COMHDHome Depot$2,581,458$304,881 ▲13.4%7,8490.2%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$2,439,543$814,959 ▲50.2%36,1250.2%ETFCCitigroup$2,364,308$104,793 ▼-4.2%20,8470.2%Financial ServicesACNAccenture$2,357,073$9,121 ▲0.4%11,8870.2%Computer and TechnologyIVViShares Core S&P 500 ETF$2,293,621$1,135,378 ▼-33.1%3,5110.2%ETFIWDiShares Russell 1000 Value ETF$2,263,8340.0%10,5950.2%ETFARISTA NETWORKS INC$2,245,032$3,438 ▲0.2%18,2850.2%COM SHSITWIllinois Tool Works$2,103,143$5,206 ▼-0.2%8,0800.2%IndustrialsDGROiShares Core Dividend Growth ETF$2,029,020$1,084,900 ▼-34.8%28,9120.2%ETFSPROTT ASSET MANAGEMENT LP$1,981,931$364,387 ▼-15.5%81,2600.2%PHYSICAL SILVERAMGNAmgen$1,971,416$98,166 ▼-4.7%5,6030.2%MedicalNKENIKE$1,900,569$7,817 ▼-0.4%35,9820.2%Consumer DiscretionaryPMPhilip Morris International$1,876,048$189,969 ▲11.3%11,3470.2%Consumer StaplesSPLGSPDR Portfolio S&P 500 ETF$1,845,557$55,645 ▲3.1%24,1120.2%ETFCSCOCisco Systems$1,778,984$47,795 ▲2.8%22,9280.2%Computer and TechnologySRESempra Energy$1,760,040$12,341 ▼-0.7%18,1130.2%UtilitiesLINDE PLC$1,697,482$47,097 ▼-2.7%3,4240.2%SHSAXPAmerican Express$1,628,855$16,939 ▼-1.0%5,3850.2%FinancePEPPepsiCo$1,620,008$29,661 ▼-1.8%10,4320.2%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$1,595,465$30,743 ▼-1.9%15,0500.2%ETFORCLOracle$1,574,990$59,286 ▼-3.6%10,7060.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,565,390$85,523 ▲5.8%12,5930.1%ETFBACBank of America$1,527,117$18,477 ▼-1.2%31,3250.1%FinanceCATCaterpillar$1,513,979$2,834 ▼-0.2%2,1370.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$1,495,767$12,842 ▼-0.9%4,4260.1%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$1,486,225$51,994 ▲3.6%13,5490.1%ETFETNEaton$1,461,082$3,577 ▲0.2%4,0850.1%IndustrialsMCDMcDonald's$1,443,930$8,391 ▼-0.6%4,6460.1%Retail/WholesaleUNILEVER PLC$1,435,144$23,073 ▼-1.6%25,1910.1%SPON ADR NEWShowing largest 100 holdings. 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