Stablepoint Partners, LLC Top Holdings and 13F Report (2025) About Stablepoint Partners, LLCInvestment ActivityStablepoint Partners, LLC has $587.89 million in total holdings as of June 30, 2025.Stablepoint Partners, LLC owns shares of 249 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 2.24% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, Stablepoint Partners, LLC has purchased 242 new stocks and bought additional shares in 144 stocks.Stablepoint Partners, LLC sold shares of 76 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $14,771,862Broadcom $11,458,597JPMorgan Chase & Co. $11,350,404Microsoft $11,281,782Janus Henderson Short Duration Income ETF $10,953,279 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $312,066 Holding464289438 - iShares Russell Top 200 Growth ETF $271,161 Holding03027X100 - American Tower $259,698 Holding291011104 - Emerson Electric $252,127 Holding48251W104 - KKR & Co. Inc. $246,106 Holding Largest Purchases this Quarter Broadcom 2,052 shares (about $565.64K)First Trust Enhanced Short Maturity ETF 6,866 shares (about $411.07K)SPDR Blackstone Senior Loan ETF 9,522 shares (about $396.02K)GE VERNOVA INC 590 shares (about $312.07K)Amgen 990 shares (about $276.42K) Largest Sales this Quarter Intuit 975 shares (about $767.95K)NVIDIA 2,804 shares (about $443.00K)iShares Silver Trust 9,975 shares (about $327.28K)First Trust Global Tactical Commodity Strategy Fund 12,250 shares (about $302.21K)Netflix 224 shares (about $299.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStablepoint Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$14,771,862$156,340 ▲1.1%71,9982.5%Computer and TechnologyAVGOBroadcom$11,458,597$565,639 ▲5.2%41,5691.9%Computer and TechnologyJPMJPMorgan Chase & Co.$11,350,404$6,378 ▲0.1%39,1511.9%FinanceMSFTMicrosoft$11,281,782$52,228 ▼-0.5%22,6811.9%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$10,953,279$160,490 ▼-1.4%222,6281.9%ETFSRLNSPDR Blackstone Senior Loan ETF$10,849,566$396,019 ▲3.8%260,8701.8%ETFIAUiShares Gold Trust$10,052,931$177,913 ▼-1.7%161,2081.7%FinanceAMZNAmazon.com$9,408,101$7,459 ▼-0.1%42,8831.6%Retail/WholesaleNEENextEra Energy$9,044,814$201,318 ▲2.3%130,2911.5%UtilitiesFTSMFirst Trust Enhanced Short Maturity ETF$8,775,407$411,068 ▲4.9%146,5741.5%ManufacturingAMGNAmgen$8,345,694$276,421 ▲3.4%29,8901.4%MedicalKOCocaCola$8,295,365$96,715 ▲1.2%117,2491.4%Consumer StaplesPFFiShares Preferred and Income Securities ETF$7,596,596$266,824 ▲3.6%247,6071.3%ETFMETAMeta Platforms$7,574,298$53,881 ▼-0.7%10,2621.3%Computer and TechnologySTXSeagate Technology$7,491,498$178,826 ▲2.4%51,9051.3%Computer and TechnologyTAT&T$7,182,271$64,797 ▲0.9%248,1781.2%Computer and TechnologyTIPiShares TIPS Bond ETF$7,175,689$148,334 ▼-2.0%65,2101.2%ETFCVSCVS Health$6,857,321$75,464 ▲1.1%99,4101.2%MedicalCOFCapital One Financial$6,843,672$181,060 ▲2.7%32,1661.2%FinancePGProcter & Gamble$6,752,743$86,670 ▲1.3%42,3851.1%Consumer StaplesBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$6,714,186$122,133 ▲1.9%291,0351.1%ETFWMTWalmart$6,496,653$88,588 ▲1.4%66,4421.1%Retail/WholesaleLMTLockheed Martin$6,464,655$162,103 ▲2.6%13,9581.1%AerospaceULUnilever$6,227,622$100,503 ▲1.6%101,8081.1%Consumer StaplesCCICrown Castle$6,199,939$170,428 ▲2.8%60,3521.1%FinanceMCDMcDonald's$6,066,174$83,855 ▲1.4%20,7621.0%Retail/WholesaleMDTMedtronic$6,038,408$139,994 ▲2.4%69,2721.0%MedicalCSCOCisco Systems$5,941,207$107,053 ▲1.8%85,6331.0%Computer and TechnologyCVXChevron$5,890,394$156,220 ▲2.7%41,1371.0%EnergyVZVerizon Communications$5,817,005$84,420 ▲1.5%134,4351.0%Computer and TechnologyTDToronto Dominion Bank$5,725,831$82,558 ▲1.5%77,9551.0%FinancePSXPhillips 66$5,684,352$38,176 ▲0.7%47,6481.0%EnergyPEPPepsiCo$5,566,388$151,581 ▲2.8%42,1570.9%Consumer StaplesJNJJohnson & Johnson$5,397,847$98,523 ▲1.9%35,3380.9%MedicalKMIKinder Morgan$5,384,094$182,310 ▲3.5%183,1320.9%EnergyQCOMQUALCOMM$5,300,442$146,996 ▲2.9%33,2820.9%Computer and TechnologyBXBlackstone$5,274,910$42,630 ▲0.8%35,2650.9%FinanceNVDANVIDIA$5,186,338$443,004 ▼-7.9%32,8270.9%Computer and TechnologyFEFirstEnergy$5,125,343$112,245 ▲2.2%127,3060.9%UtilitiesGOOGLAlphabet$5,063,885$13,569 ▼-0.3%28,7350.9%Computer and TechnologyDDominion Energy$4,882,773$130,844 ▲2.8%86,3900.8%UtilitiesDUKDuke Energy$4,868,659$94,636 ▲2.0%41,2600.8%UtilitiesMRKMerck & Co., Inc.$4,857,988$73,698 ▲1.5%61,3690.8%MedicalWBSWebster Financial$4,801,996$153,971 ▲3.3%87,9490.8%FinanceGSKGSK$4,734,480$95,923 ▲2.1%123,2940.8%MedicalTMUST-Mobile US$4,434,580$13,105 ▼-0.3%18,6120.8%Computer and TechnologyKMBKimberly-Clark$4,402,017$58,917 ▲1.4%34,1450.7%Consumer StaplesFITBFifth Third Bancorp$4,393,288$127,626 ▲3.0%106,8150.7%FinanceMETMetLife$4,297,072$112,588 ▲2.7%53,4330.7%FinanceUBERUber Technologies$4,238,696$115,878 ▼-2.7%45,4310.7%Computer and TechnologyNFLXNetflix$4,164,694$299,965 ▼-6.7%3,1100.7%Consumer DiscretionaryABBVAbbVie$4,127,632$24,316 ▲0.6%22,2370.7%MedicalPFEPfizer$4,041,649$136,107 ▲3.5%166,7350.7%MedicalLYBLyondellBasell Industries$3,883,857$174,390 ▲4.7%67,1250.7%Basic MaterialsDOWDOW$3,828,862$191,663 ▲5.3%144,5940.7%Basic MaterialsEIXEdison International$3,788,407$108,824 ▲3.0%73,4190.6%UtilitiesVIGVanguard Dividend Appreciation ETF$3,732,185$139,586 ▼-3.6%18,2350.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,636,737$253,884 ▲7.5%37,9740.6%ETFFVDFirst Trust Value Line Dividend Index Fund$3,575,866$37,772 ▼-1.0%79,9970.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$3,525,010$12,547 ▲0.4%53,9400.6%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$3,505,182$236,402 ▲7.2%150,2440.6%ETFTJXTJX Companies$3,384,737$21,734 ▲0.6%27,4090.6%Retail/WholesaleMDLZMondelez International$3,217,840$22,390 ▲0.7%47,7140.5%Consumer StaplesFVFirst Trust Dorsey Wright Focus 5 ETF$3,178,831$11,674 ▲0.4%53,6420.5%ManufacturingTSMTaiwan Semiconductor Manufacturing$3,038,621$77,913 ▲2.6%13,4160.5%Computer and TechnologyGILDGilead Sciences$2,867,580$106,215 ▼-3.6%25,8640.5%MedicalDEDeere & Company$2,830,807$35,595 ▲1.3%5,5670.5%IndustrialsABTAbbott Laboratories$2,808,606$30,466 ▲1.1%20,6500.5%MedicalORCLOracle$2,798,245$30,390 ▼-1.1%12,7990.5%Computer and TechnologyTSLATesla$2,727,429$24,777 ▼-0.9%8,5860.5%Auto/Tires/TrucksISRGIntuitive Surgical$2,683,359$40,212 ▲1.5%4,9380.5%MedicalDGXQuest Diagnostics$2,653,906$36,466 ▼-1.4%14,7740.5%MedicalOSKOshkosh$2,651,319$81,296 ▲3.2%23,3510.5%Auto/Tires/TrucksSBUXStarbucks$2,638,821$42,149 ▲1.6%28,7990.4%Retail/WholesaleRTXRTX$2,617,318$2,628 ▲0.1%17,9240.4%AerospaceTTTrane Technologies$2,596,028$43,741 ▼-1.7%5,9350.4%ConstructionLLYEli Lilly and Company$2,553,756$61,583 ▼-2.4%3,2760.4%MedicalVVisa$2,421,441$24,143 ▼-1.0%6,8200.4%Business ServicesCRWDCrowdStrike$2,393,973$148,732 ▼-5.8%4,7000.4%Computer and TechnologyCOINCoinbase Global$2,344,271$19,626 ▲0.8%6,6890.4%FinanceIVWiShares S&P 500 Growth ETF$2,340,946$40,517 ▲1.8%21,2620.4%ETFPHParker-Hannifin$2,338,530$78,929 ▲3.5%3,3480.4%IndustrialsLOWLowe's Companies$2,292,857$91,413 ▲4.2%10,3340.4%Retail/WholesaleSDYSPDR S&P Dividend ETF$2,194,665$18,052 ▲0.8%16,1690.4%ETFXOMExxon Mobil$2,176,004$104,887 ▼-4.6%20,1860.4%EnergyQQQInvesco QQQ$2,162,989$86,608 ▲4.2%3,9210.4%FinanceVOVanguard Mid-Cap ETF$2,092,289$23,226 ▲1.1%7,4770.4%ETFAXPAmerican Express$2,053,912$62,201 ▲3.1%6,4390.3%FinanceGOOGAlphabet$2,021,359$51,975 ▲2.6%11,3950.3%Computer and TechnologyWMBWilliams Companies$2,003,783$13,441 ▲0.7%31,9020.3%EnergyRJFRaymond James Financial$1,999,178$50,459 ▲2.6%13,0350.3%FinanceDGDollar General$1,998,676$12,582 ▲0.6%17,4740.3%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,982,246$46,008 ▲2.4%46,5320.3%ETFAPOApollo Global Management$1,890,843$143,289 ▲8.2%13,3280.3%FinancePLDPrologis$1,870,032$31,537 ▲1.7%17,7890.3%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$1,813,121$83,856 ▲4.8%44,7790.3%ETFSAPSAP$1,793,582$25,240 ▲1.4%5,8980.3%Computer and TechnologyMCKMcKesson$1,787,250$10,259 ▲0.6%2,4390.3%MedicalAMDAdvanced Micro Devices$1,774,034$134,521 ▲8.2%12,5020.3%Computer and TechnologyBABAAlibaba Group$1,757,742$4,877 ▲0.3%15,4990.3%Retail/WholesaleShowing 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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