Single Point Partners, LLC Top Holdings and 13F Report (2024)

About Single Point Partners, LLC

Investment Activity

Single Point Partners, LLC has $426.04 thousand in total holdings as of March 31, 2024.
Single Point Partners, LLC owns shares of 87 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 3.30% of the portfolio was purchased this quarter.
About 1.67% of the portfolio was sold this quarter.
This quarter, Single Point Partners, LLC has purchased 81 new stocks and bought additional shares in 39 stocks.
Single Point Partners, LLC sold shares of 30 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $123,203
iShares Core S&P Mid-Cap ETF: $41,232
iShares Core U.S. Aggregate Bond ETF: $38,722
iShares Core S&P Small-Cap ETF: $25,864
iShares Russell 1000 ETF: $16,223

Largest New Holdings this Quarter

46090E103 - Invesco QQQ: $409 Holding
548661107 - Lowe's Companies: $297 Holding
75513E101 - RTX: $267 Holding
191216100 - Coca-Cola: $233 Holding
00206R102 - AT&T: $229 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 4,910 shares (about $2.76K)
Alphabet: 500,931 shares (about $1.50K)
Vanguard Tax-Exempt Bond ETF: 26,299 shares (about $1.30K)
iShares Core S&P Mid-Cap ETF: 15,209 shares (about $887.45)
Bank of America: 20,827 shares (about $869.08)

Largest Sales this Quarter

iShares National Muni Bond ETF: 24,851 shares (about $2.62K)
iShares Short-Term National Muni Bond ETF: 8,671 shares (about $915.62)
iShares Floating Rate Bond ETF: 7,441 shares (about $379.86)
iShares Russell 1000 ETF: 1,174 shares (about $360.12)
iShares MSCI EAFE Small-Cap ETF: 3,986 shares (about $253.19)

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
IVV iShares Core S&P 500 ETF	$123,203	$2,759 ▲	2.3%	219,262	28.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$41,232	$887 ▲	2.2%	706,625	9.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$38,722	$509 ▲	1.3%	405,452	9.1%	Finance
IJR iShares Core S&P Small-Cap ETF	$25,864	$825 ▲	3.3%	247,337	6.1%	ETF
IWB iShares Russell 1000 ETF	$16,223	$360 ▼	-2.2%	52,887	3.8%	ETF
MUB iShares National Muni Bond ETF	$15,924	$2,620 ▼	-14.1%	151,022	3.7%	ETF
VO Vanguard Mid-Cap ETF	$15,326	$448 ▲	3.0%	59,259	3.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$15,063	$663 ▲	4.6%	199,118	3.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$12,989	$1,305 ▲	11.2%	261,767	3.0%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$10,062	$194 ▼	-1.9%	82,472	2.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$8,546	$41 ▼	-0.5%	158,344	2.0%	ETF
FLOT iShares Floating Rate Bond ETF	$7,570	$380 ▼	-4.8%	148,289	1.8%	ETF
VB Vanguard Small-Cap ETF	$7,542	$177 ▲	2.4%	34,009	1.8%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$5,870	$147 ▼	-2.4%	159,481	1.4%	ETF
SUB iShares Short-Term National Muni Bond ETF	$5,820	$916 ▼	-13.6%	55,116	1.4%	ETF
IWM iShares Russell 2000 ETF	$5,593	$0 ▲	0.0%	28,039	1.3%	Finance
VOO Vanguard S&P 500 ETF	$4,796	$236 ▼	-4.7%	9,332	1.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$4,504	$72 ▲	1.6%	88,614	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$4,238	$143 ▼	-3.3%	7,576	1.0%	Finance
VTI Vanguard Total Stock Market ETF	$3,847	$68 ▼	-1.7%	13,997	0.9%	ETF
AAPL Apple	$3,471	$91 ▼	-2.6%	15,625	0.8%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$3,339	$7 ▲	0.2%	84,807	0.8%	ETF
IWV iShares Russell 3000 ETF	$3,229	$2 ▲	0.1%	10,164	0.8%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$3,018	$47 ▲	1.6%	36,478	0.7%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$2,440	$60 ▼	-2.4%	53,911	0.6%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$2,250	$33 ▼	-1.5%	32,226	0.5%	Manufacturing
VXF Vanguard Extended Market ETF	$1,951	$18 ▲	0.9%	11,323	0.5%	ETF
BND Vanguard Total Bond Market ETF	$1,937	$37 ▲	2.0%	26,366	0.5%	ETF
GOOG Alphabet	$1,519	$1,499 ▲	7,538.5%	507,576	0.4%	Computer and Technology
MSFT Microsoft	$1,469	$276 ▲	23.2%	3,912	0.3%	Computer and Technology
ACN Accenture	$1,386	$85 ▼	-5.7%	4,443	0.3%	Computer and Technology
DINO HF Sinclair	$1,359		0.0%	41,324	0.3%	Energy
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$1,233	$56 ▲	4.7%	12,269	0.3%	ETF
JPM JPMorgan Chase & Co.	$1,211	$410 ▲	51.2%	4,939	0.3%	Finance
BAC Bank of America	$1,153	$869 ▲	306.1%	27,631	0.3%	Finance
GOOGL Alphabet	$1,019	$116 ▲	12.9%	6,588	0.2%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$936	$1 ▼	-0.1%	35,734	0.2%	ETF
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$921	$70 ▼	-7.0%	9,197	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$856	$157 ▲	22.5%	2,372	0.2%	ETF
AMZN Amazon.com	$853	$47 ▲	5.8%	4,483	0.2%	Retail/Wholesale
GLD SPDR Gold Shares	$778	$75 ▲	10.7%	2,700	0.2%	Finance
VYM Vanguard High Dividend Yield ETF	$746	$42 ▼	-5.4%	5,784	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$720	$50 ▼	-6.5%	9,124	0.2%	ETF
VUG Vanguard Growth ETF	$698		0.0%	1,881	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$682	$16 ▼	-2.2%	7,349	0.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$666		0.0%	1,248	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$659	$15 ▼	-2.3%	29,859	0.2%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$634	$58 ▼	-8.3%	19,219	0.1%	ETF
SCHF Schwab International Equity ETF	$586		0.0%	29,618	0.1%	ETF
TIP iShares TIPS Bond ETF	$577		0.0%	5,194	0.1%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$516	$2 ▲	0.4%	5,412	0.1%	Finance
META Meta Platforms	$495	$77 ▲	18.5%	859	0.1%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$456	$63 ▼	-12.2%	7,523	0.1%	ETF
SCHC Schwab International Small-Cap Equity ETF	$447	$21 ▼	-4.5%	12,463	0.1%	ETF
EFIV SPDR S&P 500 ESG ETF	$439	$0 ▲	0.1%	8,198	0.1%	ETF
HD Home Depot	$425	$6 ▲	1.5%	1,159	0.1%	Retail/Wholesale
IBM International Business Machines	$412		0.0%	1,655	0.1%	Computer and Technology
QQQ Invesco QQQ	$409	$409 ▲	New Holding	872	0.1%	Finance
IWD iShares Russell 1000 Value ETF	$351	$117 ▲	50.2%	1,866	0.1%	ETF
AEP American Electric Power	$336	$5 ▼	-1.6%	3,076	0.1%	Utilities
SCZ iShares MSCI EAFE Small-Cap ETF	$331	$253 ▼	-43.3%	5,211	0.1%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$317	$9 ▲	3.0%	2,602	0.1%	Manufacturing
PEG Public Service Enterprise Group	$300	$11 ▼	-3.7%	3,645	0.1%	Utilities
LOW Lowe's Companies	$297	$297 ▲	New Holding	1,273	0.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$292	$2 ▼	-0.7%	549	0.1%	Finance
TJX TJX Companies	$289	$77 ▲	36.6%	2,376	0.1%	Retail/Wholesale
V Visa	$286	$56 ▲	24.2%	817	0.1%	Business Services
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$284	$0 ▼	-0.2%	2,458	0.1%	ETF
NVDA NVIDIA	$277	$236 ▼	-46.0%	2,560	0.1%	Computer and Technology
PEP PepsiCo	$277	$69 ▲	32.9%	1,848	0.1%	Consumer Staples
COST Costco Wholesale	$277	$5 ▲	1.7%	293	0.1%	Retail/Wholesale
RTX RTX	$267	$267 ▲	New Holding	2,012	0.1%	Aerospace
LLY Eli Lilly and Company	$249	$20 ▼	-7.4%	302	0.1%	Medical
IVE iShares S&P 500 Value ETF	$248		0.0%	1,299	0.1%	ETF
SPGI S&P Global	$243	$9 ▲	3.7%	477	0.1%	Business Services
DGRO iShares Core Dividend Growth ETF	$238	$0 ▲	0.1%	3,858	0.1%	ETF
KO Coca-Cola	$233	$233 ▲	New Holding	3,260	0.1%	Consumer Staples
SPHQ Invesco S&P 500 Quality ETF	$230	$1 ▲	0.3%	3,461	0.1%	ETF
T AT&T	$229	$229 ▲	New Holding	8,096	0.1%	Computer and Technology
HON Honeywell International	$228	$4 ▲	1.6%	1,077	0.1%	Multi-Sector Conglomerates
EBC Eastern Bankshares	$226	$37 ▲	19.6%	13,810	0.1%	Finance
VZ Verizon Communications	$226	$226 ▲	New Holding	4,990	0.1%	Computer and Technology
ABBV AbbVie	$222	$222 ▲	New Holding	1,058	0.1%	Medical
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$206	$206 ▲	New Holding	7,862	0.0%	ETF
XOM Exxon Mobil	$201	$201 ▲	New Holding	1,686	0.0%	Energy
ILPT Industrial Logistics Properties Trust	$36	$36 ▲	New Holding	10,500	0.0%	Finance
SMMD iShares Russell 2500 ETF	$12		0.0%	12,443	0.0%	ETF
BX Blackstone	$0	$241 ▼	-100.0%	0	0.0%	Finance
AXP American Express	$0	$217 ▼	-100.0%	0	0.0%	Finance
DHR Danaher	$0	$215 ▼	-100.0%	0	0.0%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$0	$204 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Single Point Partners, LLC Top Holdings and 13F Report (2024)

About Single Point Partners, 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

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Single Point Partners, LLC Top Holdings and 13F Report (2024)

About Single Point Partners, 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 ofSingle Point Partners, 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