Single Point Partners, LLC Top Holdings and 13F Report (2024) About Single Point Partners, LLCInvestment ActivitySingle Point Partners, LLC has $434.26 thousand in total holdings as of March 31, 2024.Single Point Partners, LLC owns shares of 81 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 86.39% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Single Point Partners, LLC has purchased 34 new stocks and bought additional shares in 10 stocks.Single Point Partners, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $126,185iShares Core S&P Mid-Cap ETF $43,082iShares Core U.S. Aggregate Bond ETF $37,415iShares Core S&P Small-Cap ETF $27,590iShares National Muni Bond ETF $18,739 Largest New Holdings this Quarter iShares Core S&P 500 ETF $126,185 HoldingiShares Core S&P Mid-Cap ETF $43,082 HoldingiShares Core U.S. Aggregate Bond ETF $37,415 HoldingiShares Core S&P Small-Cap ETF $27,590 HoldingiShares National Muni Bond ETF $18,739 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 214,352 shares (about $126.19K)iShares Core S&P Mid-Cap ETF 691,416 shares (about $43.08K)iShares Core U.S. Aggregate Bond ETF 400,127 shares (about $37.42K)iShares Core S&P Small-Cap ETF 239,452 shares (about $27.59K)iShares National Muni Bond ETF 175,873 shares (about $18.74K) Largest Sales this Quarter Eastern Bankshares 92,522 shares (about $1.59K)Apple 757 shares (about $189.56)Alphabet 880 shares (about $167.66)NVIDIA 1,000 shares (about $134.25)JPMorgan Chase & Co. 345 shares (about $82.71) 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$126,185$126,185 ▲New Holding214,35229.1%ETFIJHiShares Core S&P Mid-Cap ETF$43,082$43,082 ▲New Holding691,4169.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$37,415$37,415 ▲New Holding400,1278.6%FinanceIJRiShares Core S&P Small-Cap ETF$27,590$27,590 ▲New Holding239,4526.4%ETFMUBiShares National Muni Bond ETF$18,739$18,739 ▲New Holding175,8734.3%ETFIWBiShares Russell 1000 ETF$17,416$17,416 ▲New Holding54,0614.0%ETFVOVanguard Mid-Cap ETF$15,195$15,195 ▲New Holding57,5283.5%ETFIEFAiShares Core MSCI EAFE ETF$13,378$722 ▲5.7%190,3493.1%ETFVTEBVanguard Tax-Exempt Bond ETF$11,804$11,804 ▲New Holding235,4682.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$10,812$10,812 ▲New Holding84,0592.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,309$73 ▼-0.9%159,1081.9%ETFVBVanguard Small-Cap ETF$7,980$7,980 ▲New Holding33,2111.8%ETFFLOTiShares Floating Rate Bond ETF$7,924$344 ▲4.5%155,7301.8%ETFSUBiShares Short-Term National Muni Bond ETF$6,728$6,728 ▲New Holding63,7871.5%ETFIWMiShares Russell 2000 ETF$6,195$6,195 ▲New Holding28,0371.4%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$6,015$368 ▲6.5%163,4821.4%ETFVOOVanguard S&P 500 ETF$5,276$5,276 ▲New Holding9,7921.2%ETFSPYSPDR S&P 500 ETF Trust$4,590$7 ▼-0.2%7,8321.1%FinanceVEAVanguard FTSE Developed Markets ETF$4,170$4,170 ▲New Holding87,1951.0%ETFVTIVanguard Total Stock Market ETF$4,128$4,128 ▲New Holding14,2431.0%ETFAAPLApple$4,015$190 ▼-4.5%16,0340.9%Computer and TechnologyIWViShares Russell 3000 ETF$3,395$3,395 ▲New Holding10,1570.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,247$2 ▲0.1%84,6180.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,944$2,944 ▲New Holding35,9080.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,433$2,433 ▲New Holding55,2430.6%ETFIXUSiShares Core MSCI Total International Stock ETF$2,163$15 ▼-0.7%32,7030.5%ManufacturingVXFVanguard Extended Market ETF$2,132$2,132 ▲New Holding11,2210.5%ETFBNDVanguard Total Bond Market ETF$1,860$1,860 ▲New Holding25,8610.4%ETFACNAccenture$1,658$1,658 ▲New Holding4,7140.4%Computer and TechnologyDINOHF Sinclair$1,448$1,448 ▲New Holding41,3240.3%Oils/EnergyMSFTMicrosoft$1,339$1,339 ▲New Holding3,1760.3%Computer and TechnologyGOOGAlphabet$1,266$168 ▼-11.7%6,6450.3%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,174$1,174 ▲New Holding11,7150.3%ETFGOOGLAlphabet$1,105$45 ▼-3.9%5,8360.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$991$991 ▲New Holding35,7650.2%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$988$988 ▲New Holding9,8930.2%ETFAMZNAmazon.com$930$3 ▼-0.3%4,2370.2%Retail/WholesaleJPMJPMorgan Chase & Co.$783$83 ▼-9.6%3,2660.2%FinanceVYMVanguard High Dividend Yield ETF$780$780 ▲New Holding6,1130.2%ETFIWFiShares Russell 1000 Growth ETF$778$778 ▲New Holding1,9370.2%ETFVUGVanguard Growth ETF$772$772 ▲New Holding1,8810.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$767$767 ▲New Holding9,7580.2%ETFIVWiShares S&P 500 Growth ETF$763$763 ▲New Holding7,5180.2%ETFDFACDimensional U.S. Core Equity 2 ETF$7250.0%20,9690.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$7110.0%1,2480.2%ETFSCHXSchwab US Large-Cap ETF$708$708 ▲New Holding30,5480.2%ETFNVDANVIDIA$637$134 ▼-17.4%4,7450.1%Computer and TechnologyGLDSPDR Gold Shares$5910.0%2,4390.1%FinanceSCZiShares MSCI EAFE Small-Cap ETF$559$559 ▲New Holding9,1970.1%ETFTIPiShares TIPS Bond ETF$553$553 ▲New Holding5,1940.1%ETFSCHFSchwab International Equity ETF$548$548 ▲New Holding29,6180.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$515$13 ▼-2.4%5,3930.1%FinanceVEUVanguard FTSE All-World ex-US ETF$492$492 ▲New Holding8,5680.1%ETFEFIVSPDR S&P 500 ESG ETF$463$0 ▲0.1%8,1910.1%ETFSCHCSchwab International Small-Cap Equity ETF$448$448 ▲New Holding13,0450.1%ETFHDHome Depot$444$444 ▲New Holding1,1420.1%Retail/WholesaleMETAMeta Platforms$425$1 ▲0.1%7250.1%Computer and TechnologyIBMInternational Business Machines$364$364 ▲New Holding1,6550.1%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$325$11 ▲3.5%2,5250.1%ManufacturingPEGPublic Service Enterprise Group$320$320 ▲New Holding3,7840.1%UtilitiesBACBank of America$299$10 ▼-3.1%6,8040.1%FinanceAEPAmerican Electric Power$2880.0%3,1260.1%UtilitiesVSSVanguard FTSE All-World ex-US Small-Cap ETF$282$282 ▲New Holding2,4620.1%ETFCOSTCostco Wholesale$2640.0%2880.1%Retail/WholesaleLLYEli Lilly and Company$252$252 ▲New Holding3260.1%MedicalBRK.BBerkshire Hathaway$251$44 ▼-15.1%5530.1%FinanceIVEiShares S&P 500 Value ETF$248$248 ▲New Holding1,2990.1%ETFBXBlackstone$2410.0%1,3960.1%FinanceHONHoneywell International$239$239 ▲New Holding1,0600.1%Multi-Sector ConglomeratesDGROiShares Core Dividend Growth ETF$236$6 ▼-2.5%3,8530.1%ETFSPHQInvesco S&P 500 Quality ETF$231$1 ▲0.3%3,4520.1%ETFIWDiShares Russell 1000 Value ETF$230$230 ▲New Holding1,2420.1%ETFSPGIS&P Global$2290.0%4600.1%Business ServicesAXPAmerican Express$217$217 ▲New Holding7320.0%FinanceDHRDanaher$215$215 ▲New Holding9360.0%Multi-Sector ConglomeratesPEPPepsiCo$211$211 ▲New Holding1,3910.0%Consumer StaplesTJXTJX Companies$210$210 ▲New Holding1,7400.0%Retail/WholesaleVVisa$208$208 ▲New Holding6580.0%Business ServicesQUALiShares MSCI USA Quality Factor ETF$204$5 ▲2.7%1,1450.0%ETFEBCEastern Bankshares$199$1,595 ▼-88.9%11,5450.0%FinanceSMMDiShares Russell 2500 ETF$12$2 ▲20.9%12,4430.0%ETFQQQInvesco QQQ$0$463 ▼-100.0%00.0%FinanceDFIVDimensional International Value ETF$0$256 ▼-100.0%00.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$0$221 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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