Spirepoint Private Client, LLC Top Holdings and 13F Report (2025)

About Spirepoint Private Client, LLC

Investment Activity

Spirepoint Private Client, LLC has $1.23 billion in total holdings as of June 30, 2025.
Spirepoint Private Client, LLC owns shares of 332 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 11.87% of the portfolio was purchased this quarter.
About 4.15% of the portfolio was sold this quarter.
This quarter, Spirepoint Private Client, LLC has purchased 322 new stocks and bought additional shares in 134 stocks.
Spirepoint Private Client, LLC sold shares of 114 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

United Parcel Service: $110,062,585
Apple: $49,669,178
Alphabet: $43,078,055
Vanguard S&P 500 ETF: $42,951,346
Broadcom: $42,736,906

Largest New Holdings this Quarter

464287523 - iShares Semiconductor ETF: $16,905,888 Holding
81762P102 - ServiceNow: $6,485,466 Holding
012653101 - Albemarle: $2,931,231 Holding
438516205 - HONEYWELL INTL INC: $561,093 Holding
43849R105 - HONEYWELL AEROSPACE INC: $554,026 Holding

Largest Purchases this Quarter

iShares Semiconductor ETF: 26,384 shares (about $16.91M)
ARISTA NETWORKS INC: 66,141 shares (about $11.24M)
Taiwan Semiconductor Manufacturing: 22,898 shares (about $10.94M)
KLA: 35,814 shares (about $10.81M)
Alphabet: 23,360 shares (about $8.35M)

Largest Sales this Quarter

Thermo Fisher Scientific: 16,570 shares (about $8.31M)
AbbVie: 22,686 shares (about $5.71M)
Arthur J. Gallagher & Co.: 21,325 shares (about $4.90M)
Boston Scientific: 99,022 shares (about $4.23M)
Vanguard Dividend Appreciation ETF: 14,653 shares (about $3.47M)

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
UPS United Parcel Service	$110,062,585	$271,008 â–¼	-0.2%	1,023,838	8.9%	Industrials
AAPL Apple	$49,669,178	$137,157 â–¼	-0.3%	171,652	4.0%	Technology
GOOGL Alphabet	$43,078,055	$8,348,156 â–²	24.0%	120,542	3.5%	Communication Services
VOO Vanguard S&P 500 ETF	$42,951,346	$6,467,736 â–²	17.7%	62,537	3.5%	ETF
AVGO Broadcom	$42,736,906	$4,373,228 â–²	11.4%	113,135	3.5%	Technology
NVDA NVIDIA	$36,088,553	$6,205,978 â–²	20.8%	180,362	2.9%	Technology
MSFT Microsoft	$34,509,933	$3,782,794 â–²	12.3%	92,515	2.8%	Technology
CLH Clean Harbors	$31,619,103	$62,140 â–¼	-0.2%	105,838	2.6%	Industrials
PANW Palo Alto Networks	$29,474,034	$5,085,975 â–²	20.9%	86,429	2.4%	Technology
AMZN Amazon.com	$28,469,951	$4,340,648 â–²	18.0%	119,451	2.3%	Consumer Discretionary
JNJ Johnson & Johnson	$27,679,896	$109,207 â–¼	-0.4%	108,989	2.2%	Healthcare
XLK Technology Select Sector SPDR Fund	$25,279,706	$293,020 â–²	1.2%	132,688	2.0%	ETF
PALANTIR TECHNOLOGIES INC	$24,310,722	$208,022 â–²	0.9%	208,372	2.0%	CL A
LLY Eli Lilly and Company	$24,192,704	$316,652 â–²	1.3%	20,170	2.0%	Healthcare
AMLP Alerian MLP ETF	$23,262,247	$1,233,252 â–²	5.6%	448,645	1.9%	ETF
LAM RESEARCH CORP	$19,587,509	$818,566 â–²	4.4%	45,202	1.6%	COM NEW
NEE NextEra Energy	$17,263,208	$166,851 â–²	1.0%	196,687	1.4%	Utilities
SOXX iShares Semiconductor ETF	$16,905,888	$16,905,888 â–²	New Holding	26,384	1.4%	ETF
GD General Dynamics	$16,738,303	$4,742,596 â–²	39.5%	47,251	1.4%	Industrials
XOM ExxonMobil	$14,528,343	$24,063 â–²	0.2%	106,263	1.2%	Energy
AXON Axon Enterprise	$14,458,131	$1,463,753 â–²	11.3%	25,790	1.2%	Industrials
ARISTA NETWORKS INC	$14,342,289	$11,236,033 â–²	361.7%	84,426	1.2%	COM SHS
V Visa	$13,547,540	$257,316 â–²	1.9%	39,487	1.1%	Finance
BRK.B Berkshire Hathaway	$13,480,006	$257,200 â–²	1.9%	26,939	1.1%	Finance
CVX Chevron	$13,319,144	$443,905 â–²	3.4%	80,352	1.1%	Energy
TJX TJX Companies	$13,067,859	$123,322 â–²	1.0%	86,256	1.1%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$13,049,123	$10,935,398 â–²	517.4%	27,324	1.1%	Technology
BND Vanguard Total Bond Market ETF	$13,016,260	$2,060,179 â–¼	-13.7%	177,309	1.1%	ETF
WALMART INC	$12,344,079	$79,622 â–²	0.6%	108,989	1.0%	COM
VIG Vanguard Dividend Appreciation ETF	$12,217,037	$3,467,224 â–¼	-22.1%	51,631	1.0%	ETF
KLAC KLA	$11,921,459	$10,805,434 â–²	968.2%	39,513	1.0%	Technology
VTEB Vanguard Tax-Exempt Bond ETF	$10,949,255	$935,882 â–²	9.3%	216,474	0.9%	ETF
GILD Gilead Sciences	$10,268,663	$111,053 â–²	1.1%	81,278	0.8%	Healthcare
SO Southern	$10,144,744	$143,756 â–²	1.4%	105,995	0.8%	Utilities
QQQ Invesco QQQ	$10,034,710	$439,621 â–²	4.6%	13,627	0.8%	ETF
JPM JPMorgan Chase & Co.	$9,466,473	$89,362 â–¼	-0.9%	28,920	0.8%	Finance
NOC Northrop Grumman	$8,923,987	$16,298 â–²	0.2%	17,522	0.7%	Industrials
GS The Goldman Sachs Group	$8,883,874	$15,171 â–¼	-0.2%	8,784	0.7%	Finance
MA Mastercard	$8,326,994	$248,582 â–²	3.1%	16,213	0.7%	Finance
JEPI JPMorgan Equity Premium Income ETF	$8,014,840	$309,171 â–²	4.0%	141,906	0.6%	ETF
CB Chubb	$7,657,450	$7,246,177 â–²	1,761.9%	22,473	0.6%	Finance
UBER Uber Technologies	$7,559,433	$357,337 â–²	5.0%	104,759	0.6%	Industrials
GOOG Alphabet	$7,536,896	$33,566 â–²	0.4%	21,331	0.6%	Communication Services
RIVN Rivian Automotive	$7,503,008	$8,502 â–²	0.1%	432,450	0.6%	Consumer Discretionary
PG Procter & Gamble	$7,492,558	$16,864 â–²	0.2%	51,095	0.6%	Consumer Staples
COST Costco Wholesale	$7,396,761	$376,059 â–¼	-4.8%	7,907	0.6%	Consumer Staples
MSGE Madison Square Garden Entertainment	$7,279,615	$634,259 â–²	9.5%	89,994	0.6%	Communication Services
EVERPURE INC	$7,129,234	$3,467 â–²	0.0%	90,484	0.6%	CL A
ABBV AbbVie	$6,735,734	$5,708,778 â–¼	-45.9%	26,767	0.5%	Healthcare
NOW ServiceNow	$6,485,466	$6,485,466 â–²	New Holding	65,325	0.5%	Technology
DUK Duke Energy	$6,231,181	$688,472 â–²	12.4%	49,227	0.5%	Utilities
IWF iShares Russell 1000 Growth ETF	$6,229,364	$4,669,415 â–²	299.3%	50,168	0.5%	ETF
RCL Royal Caribbean Cruises	$6,196,628	$270,219 â–¼	-4.2%	19,515	0.5%	Consumer Discretionary
ORLY O'Reilly Automotive	$5,200,414	$3,131 â–¼	-0.1%	56,471	0.4%	Consumer Discretionary
META Meta Platforms	$4,808,437	$1,865,692 â–²	63.4%	8,536	0.4%	Communication Services
SOMNIGROUP INTERNATIONAL INC	$4,642,636	$87,495 â–²	1.9%	59,217	0.4%	COM
SPY SPDR S&P 500 ETF Trust	$4,141,586	$326,338 â–²	8.6%	5,546	0.3%	ETF
MGK Vanguard Mega Cap Growth ETF	$3,999,237	$3,205,227 â–²	403.7%	45,492	0.3%	ETF
BLOCK INC	$3,992,356		0.0%	52,531	0.3%	CL A
IVW iShares S&P 500 Growth ETF	$3,827,334		0.0%	27,829	0.3%	ETF
VFLO VictoryShares Free Cash Flow ETF	$3,825,672	$22,784 â–¼	-0.6%	83,621	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$3,477,797	$29,848 â–²	0.9%	65,483	0.3%	ETF
KTOS Kratos Defense & Security Solutions	$3,415,859	$895,885 â–²	35.6%	68,509	0.3%	Industrials
RECS Columbia Research Enhanced Core ETF	$3,264,400	$80,544 â–²	2.5%	75,425	0.3%	ETF
EMR Emerson Electric	$3,174,351	$5,726 â–²	0.2%	22,175	0.3%	Industrials
XLU Utilities Select Sector SPDR Fund	$3,100,042	$289,452 â–¼	-8.5%	68,373	0.3%	ETF
ALB Albemarle	$2,931,231	$2,931,231 â–²	New Holding	21,708	0.2%	Industrials
CMG Chipotle Mexican Grill	$2,905,368		0.0%	85,452	0.2%	Consumer Discretionary
C Citigroup	$2,843,455	$74,319 â–¼	-2.5%	20,316	0.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$2,828,152	$42,565 â–²	1.5%	36,677	0.2%	ETF
CSCO Cisco Systems	$2,697,821	$4,698 â–²	0.2%	22,968	0.2%	Technology
BLACKROCK INC	$2,691,406	$13,462 â–¼	-0.5%	2,799	0.2%	COM
HD Home Depot	$2,668,730	$99,456 â–¼	-3.6%	7,567	0.2%	Consumer Discretionary
SPROTT ASSET MANAGEMENT LP	$2,635,953	$6,637 â–²	0.3%	87,370	0.2%	PHYSICAL GOLD TR
STRL Sterling Infrastructure	$2,635,590	$78,900 â–²	3.1%	3,140	0.2%	Industrials
IWD iShares Russell 1000 Value ETF	$2,568,546		0.0%	10,595	0.2%	ETF
MIAMI INTL HLDGS INC	$2,559,692		0.0%	68,883	0.2%	COM
VICTORIAS SECRET AND CO	$2,404,141		0.0%	28,799	0.2%	COMMON STOCK
CAT Caterpillar	$2,291,665	$15,974 â–²	0.7%	2,152	0.2%	Industrials
DGRO iShares Core Dividend Growth ETF	$2,250,553	$59,343 â–²	2.7%	29,695	0.2%	ETF
IVV iShares Core S&P 500 ETF	$2,215,477	$414,185 â–¼	-15.8%	2,958	0.2%	ETF
ITW Illinois Tool Works	$2,185,398		0.0%	8,080	0.2%	Industrials
SPLG SPDR Portfolio S&P 500 ETF	$2,162,808	$43,852 â–²	2.1%	24,611	0.2%	ETF
MU Micron Technology	$1,996,922	$681,031 â–¼	-25.4%	1,730	0.2%	Technology
PM Philip Morris International	$1,992,440	$60,426 â–¼	-2.9%	11,013	0.2%	Consumer Staples
ROK Rockwell Automation	$1,950,615		0.0%	3,940	0.2%	Industrials
IJR iShares Core S&P Small-Cap ETF	$1,907,857	$40,192 â–²	2.2%	12,864	0.2%	ETF
AMGN Amgen	$1,906,924	$122,034 â–¼	-6.0%	5,266	0.2%	Healthcare
AXP American Express	$1,824,859	$3,383 â–²	0.2%	5,395	0.1%	Finance
BAC Bank of America	$1,798,125	$13,219 â–²	0.7%	31,557	0.1%	Finance
VONG Vanguard Russell 1000 Growth ETF	$1,777,008	$45,371 â–²	2.6%	13,904	0.1%	ETF
ETN Eaton	$1,747,518	$6,818 â–²	0.4%	4,101	0.1%	Industrials
STX Seagate Technology	$1,687,785	$12,545 â–¼	-0.7%	1,749	0.1%	Technology
PENGUIN SOLUTIONS INC	$1,672,220	$138,566 â–²	9.0%	22,000	0.1%	COM
CELESTICA INC	$1,669,690	$61,286 â–²	3.8%	4,577	0.1%	COM
NOBL ProShares S&P 500 Aristocrats ETF	$1,621,692	$776,476 â–²	91.9%	28,876	0.1%	ETF
SPROTT ASSET MANAGEMENT LP	$1,548,472	$15,096 â–²	1.0%	82,060	0.1%	PHYSICAL SILVER
LINDE PLC	$1,539,695	$237,156 â–¼	-13.3%	2,967	0.1%	SHS
SRE Sempra Energy	$1,519,610	$159,647 â–¼	-9.5%	16,391	0.1%	Utilities
TSLA Tesla	$1,504,066	$71,502 â–¼	-4.5%	3,576	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Spirepoint Private Client, LLC Top Holdings and 13F Report (2025)

About Spirepoint Private Client, 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

Stock Ideas and Recommendations

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Spirepoint Private Client, LLC Top Holdings and 13F Report (2025)

About Spirepoint Private Client, 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 ofSpirepoint Private Client, 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