Stablepoint Partners, LLC Top Holdings and 13F Report (2025) About Stablepoint Partners, LLCInvestment ActivityStablepoint Partners, LLC has $552.00 million in total holdings as of March 31, 2025.Stablepoint Partners, LLC owns shares of 242 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 6.05% of the portfolio was purchased this quarter.About 4.48% of the portfolio was sold this quarter.This quarter, Stablepoint Partners, LLC has purchased 241 new stocks and bought additional shares in 108 stocks.Stablepoint Partners, LLC sold shares of 105 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $15,823,672Janus Henderson Short Duration Income ETF $11,102,500SPDR Blackstone Senior Loan ETF $10,337,951iShares Gold Trust $9,673,037JPMorgan Chase & Co. $9,598,427 Largest New Holdings this Quarter 14021N105 - CAPITAL GROUP NEW GEOGRAPHY $943,248 Holding14020W106 - Capital Group Dividend Value ETF $606,985 Holding40171V100 - Guidewire Software $536,786 Holding571748102 - Marsh & McLennan Companies $210,110 HoldingN07059210 - ASML $206,078 Holding Largest Purchases this Quarter Amgen 6,431 shares (about $2.00M)Crown Castle 14,399 shares (about $1.50M)CVS Health 21,575 shares (about $1.46M)DOW 37,670 shares (about $1.32M)Dominion Energy 19,125 shares (about $1.07M) Largest Sales this Quarter Janus Henderson Short Duration Income ETF 71,267 shares (about $3.50M)Broadcom 10,535 shares (about $1.76M)Capital One Financial 8,101 shares (about $1.45M)JPMorgan Chase & Co. 4,952 shares (about $1.21M)Walmart 13,115 shares (about $1.15M) 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$15,823,672$69,305 ▼-0.4%71,2362.9%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$11,102,500$3,502,775 ▼-24.0%225,8902.0%ETFSRLNSPDR Blackstone Senior Loan ETF$10,337,951$297,905 ▲3.0%251,3481.9%ETFIAUiShares Gold Trust$9,673,037$424,571 ▼-4.2%164,0611.8%FinanceJPMJPMorgan Chase & Co.$9,598,427$1,214,736 ▼-11.2%39,1291.7%FinanceNEENextEra Energy$9,030,765$481,628 ▲5.6%127,3911.6%UtilitiesAMGNAmgen$9,003,804$2,003,580 ▲28.6%28,9001.6%MedicalMSFTMicrosoft$8,553,651$21,397 ▲0.3%22,7861.5%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$8,360,107$938,887 ▼-10.1%139,7081.5%ManufacturingKOCoca-Cola$8,299,485$576,471 ▲7.5%115,8821.5%Consumer StaplesAMZNAmazon.com$8,165,388$615,111 ▼-7.0%42,9171.5%Retail/WholesaleTIPiShares TIPS Bond ETF$7,393,928$238,955 ▲3.3%66,5581.3%ETFPFFiShares Preferred and Income Securities ETF$7,341,689$411,566 ▲5.9%238,9101.3%ETFPGProcter & Gamble$7,130,458$52,148 ▼-0.7%41,8411.3%Consumer StaplesTAT&T$6,955,156$465,065 ▼-6.3%245,9391.3%Computer and TechnologyCVXChevron$6,699,329$34,796 ▲0.5%40,0461.2%EnergyCVSCVS Health$6,660,928$1,461,710 ▲28.1%98,3161.2%MedicalAVGOBroadcom$6,616,362$1,763,883 ▼-21.0%39,5171.2%Computer and TechnologyBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$6,586,323$133,091 ▲2.1%285,7411.2%ETFMCDMcDonald's$6,395,876$304,566 ▼-4.5%20,4751.2%Retail/WholesalePEPPepsiCo$6,148,957$723,768 ▲13.3%41,0091.1%Consumer StaplesCCICrown Castle$6,117,537$1,500,799 ▲32.5%58,6931.1%FinanceMDTMedtronic$6,080,478$177,654 ▲3.0%67,6661.1%MedicalLMTLockheed Martin$6,078,919$235,420 ▲4.0%13,6081.1%AerospaceVZVerizon Communications$6,009,453$752,973 ▲14.3%132,4841.1%Computer and TechnologyULUnilever$5,964,808$574,954 ▲10.7%100,1651.1%Consumer StaplesMETAMeta Platforms$5,956,689$129,105 ▼-2.1%10,3351.1%Computer and TechnologyPSXPhillips 66$5,844,034$443,168 ▲8.2%47,3281.1%EnergyJNJJohnson & Johnson$5,753,529$203,653 ▲3.7%34,6931.0%MedicalWMTWalmart$5,753,418$1,151,368 ▼-16.7%65,5361.0%Retail/WholesaleCOFCapital One Financial$5,614,794$1,452,513 ▼-20.6%31,3151.0%FinanceMRKMerck & Co., Inc.$5,424,870$880,987 ▲19.4%60,4381.0%MedicalCSCOCisco Systems$5,189,208$903,807 ▼-14.8%84,0900.9%Computer and TechnologyKMIKinder Morgan$5,047,836$825,629 ▼-14.1%176,9310.9%EnergyFEFirstEnergy$5,033,013$196,320 ▲4.1%124,5180.9%UtilitiesTMUST-Mobile US$4,978,728$228,306 ▼-4.4%18,6670.9%Computer and TechnologyQCOMQUALCOMM$4,970,730$535,952 ▲12.1%32,3590.9%Computer and TechnologyDUKDuke Energy$4,934,711$43,178 ▲0.9%40,4580.9%UtilitiesBXBlackstone$4,889,438$300,243 ▼-5.8%34,9800.9%FinanceDOWDOW$4,796,486$1,315,440 ▲37.8%137,3560.9%Basic MaterialsKMBKimberly-Clark$4,791,107$655,634 ▲15.9%33,6880.9%Consumer StaplesDDominion Energy$4,714,104$1,072,343 ▲29.4%84,0750.9%UtilitiesGSKGSK$4,679,637$822,528 ▲21.3%120,7960.8%MedicalABBVAbbVie$4,631,649$82,970 ▲1.8%22,1060.8%MedicalTDToronto-Dominion Bank$4,605,276$237,424 ▲5.4%76,8310.8%FinanceLYBLyondellBasell Industries$4,513,435$787,428 ▲21.1%64,1110.8%Basic MaterialsGOOGLAlphabet$4,455,558$82,579 ▼-1.8%28,8120.8%Computer and TechnologyWBSWebster Financial$4,388,423$483,902 ▼-9.9%85,1290.8%FinanceSTXSeagate Technology$4,304,044$83,760 ▼-1.9%50,6660.8%Computer and TechnologyEIXEdison International$4,201,609$1,021,384 ▲32.1%71,3100.8%UtilitiesMETMetLife$4,177,764$424,256 ▼-9.2%52,0330.8%FinancePFEPfizer$4,082,785$741,170 ▲22.2%161,1200.7%MedicalFITBFifth Third Bancorp$4,065,526$205,722 ▼-4.8%103,7120.7%FinanceNVDANVIDIA$3,861,688$110,548 ▲2.9%35,6310.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,669,709$19,593 ▼-0.5%18,9170.7%ETFFVDFirst Trust Value Line Dividend Index Fund$3,604,745$566,115 ▼-13.6%80,8420.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$3,450,638$913,249 ▲36.0%53,7480.6%ETFUBERUber Technologies$3,400,582$64,845 ▲1.9%46,6730.6%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$3,368,720$847,735 ▲33.6%35,3230.6%ETFTJXTJX Companies$3,316,979$122 ▼0.0%27,2330.6%Retail/WholesaleBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$3,249,179$494,806 ▲18.0%140,1110.6%ETFMDLZMondelez International$3,214,867$446,385 ▲16.1%47,3820.6%Consumer StaplesNFLXNetflix$3,109,055$258,311 ▼-7.7%3,3340.6%Consumer DiscretionaryGILDGilead Sciences$3,005,458$157,209 ▼-5.0%26,8220.5%MedicalFVFirst Trust Dorsey Wright Focus 5 ETF$2,931,993$52,995 ▲1.8%53,4450.5%ManufacturingSBUXStarbucks$2,779,810$163,224 ▼-5.5%28,3390.5%Retail/WholesaleLLYEli Lilly and Company$2,770,940$118,106 ▲4.5%3,3550.5%MedicalABTAbbott Laboratories$2,709,509$35,816 ▼-1.3%20,4260.5%MedicalDEDeere & Company$2,580,054$279,267 ▼-9.8%5,4970.5%IndustrialsDGXQuest Diagnostics$2,534,157$91,877 ▼-3.5%14,9770.5%MedicalXOMExxon Mobil$2,516,443$131,537 ▼-5.0%21,1590.5%EnergyVVisa$2,413,968$128,969 ▼-5.1%6,8880.4%Business ServicesISRGIntuitive Surgical$2,408,993$94,597 ▼-3.8%4,8640.4%MedicalRTXRTX$2,371,864$68,085 ▼-2.8%17,9060.4%AerospaceLOWLowe's Companies$2,314,147$86,530 ▲3.9%9,9220.4%Retail/WholesaleTSLATesla$2,245,362$292,592 ▼-11.5%8,6640.4%Auto/Tires/TrucksUNHUnitedHealth Group$2,212,357$69,136 ▼-3.0%4,2240.4%MedicalSDYSPDR S&P Dividend ETF$2,175,764$225,500 ▼-9.4%16,0360.4%ETFTSMTaiwan Semiconductor Manufacturing$2,169,972$68,061 ▲3.2%13,0720.4%Computer and TechnologyOSKOshkosh$2,129,522$102,830 ▲5.1%22,6350.4%Auto/Tires/TrucksBABAAlibaba Group$2,043,747$152,726 ▲8.1%15,4560.4%Retail/WholesaleTTTrane Technologies$2,033,312$8,423 ▼-0.4%6,0350.4%ConstructionPHParker-Hannifin$1,966,431$40,119 ▼-2.0%3,2350.4%IndustrialsPLDPrologis$1,955,132$20,123 ▲1.0%17,4890.4%FinanceIVWiShares S&P 500 Growth ETF$1,939,590$50,871 ▼-2.6%20,8940.4%ETFTMOThermo Fisher Scientific$1,938,654$48,765 ▲2.6%3,8960.4%MedicalVOVanguard Mid-Cap ETF$1,912,236$80,172 ▲4.4%7,3940.3%ETFWMBWilliams Companies$1,893,672$264,677 ▼-12.3%31,6880.3%EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,852,641$497,317 ▲36.7%45,4520.3%ETFORCLOracle$1,808,862$46,697 ▼-2.5%12,9380.3%Computer and TechnologyQQQInvesco QQQ$1,765,015$716,979 ▲68.4%3,7640.3%FinanceRJFRaymond James$1,764,990$270,180 ▼-13.3%12,7060.3%FinanceCRWDCrowdStrike$1,760,229$76,164 ▲4.5%4,9920.3%Computer and TechnologyGOOGAlphabet$1,734,465$59,524 ▲3.6%11,1020.3%Computer and TechnologyINTUIntuit$1,688,487$137,535 ▲8.9%2,7500.3%Computer and TechnologyAPOApollo Global Management$1,686,827$2,739 ▲0.2%12,3180.3%FinanceAXPAmerican Express$1,679,948$200,980 ▼-10.7%6,2440.3%FinanceCMCSAComcast$1,659,098$202,064 ▲13.9%44,9620.3%Consumer DiscretionaryAIGAmerican International Group$1,657,685$96,590 ▲6.2%19,0670.3%FinanceMCKMcKesson$1,632,001$24,228 ▼-1.5%2,4250.3%MedicalShowing largest 100 holdings. 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