Single Point Partners, LLC Top Holdings and 13F Report (2024) About Single Point Partners, LLCInvestment ActivitySingle Point Partners, LLC has $62.72 thousand in total holdings as of March 31, 2024.Single Point Partners, LLC owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.66% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Single Point Partners, LLC has purchased 34 new stocks and bought additional shares in 8 stocks.Single Point Partners, LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $14,055iShares Core MSCI Emerging Markets ETF $9,214iShares Floating Rate Bond ETF $7,603iShares Broad USD High Yield Corporate Bond ETF $5,779SPDR S&P 500 ETF Trust $4,501 Largest New Holdings this Quarter SPDR Gold Shares $593 HoldingBlackstone $214 HoldingiShares MSCI USA Quality Factor ETF $200 HoldingiShares Russell 2500 ETF $10 Holding Largest Purchases this Quarter iShares Broad USD High Yield Corporate Bond ETF 19,817 shares (about $746.15)iShares Core MSCI EAFE ETF 8,023 shares (about $626.18)SPDR Gold Shares 2,439 shares (about $593.00)iShares Floating Rate Bond ETF 10,126 shares (about $516.82)Blackstone 1,396 shares (about $214.00) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 3,852 shares (about $221.13)Alphabet 775 shares (about $128.53)NVIDIA 975 shares (about $118.46)Eastern Bankshares 41,334 shares (about $112.01)Alphabet 378 shares (about $63.19) 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 PortfolioSectorIEFAiShares Core MSCI EAFE ETF$14,055$626 ▲4.7%180,08122.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,214$221 ▼-2.3%160,50114.7%ETFFLOTiShares Floating Rate Bond ETF$7,603$517 ▲7.3%148,96412.1%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,779$746 ▲14.8%153,4849.2%ETFSPYSPDR S&P 500 ETF Trust$4,501$5 ▼-0.1%7,8447.2%FinanceAAPLApple$3,912$54 ▼-1.4%16,7916.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$3,491$18 ▼-0.5%84,5755.6%ETFIXUSiShares Core MSCI Total International Stock ETF$2,392$35 ▼-1.4%32,9333.8%ManufacturingGOOGAlphabet$1,258$63 ▼-4.8%7,5252.0%Computer and TechnologyGOOGLAlphabet$1,007$129 ▼-11.3%6,0721.6%Computer and TechnologyAMZNAmazon.com$792$9 ▼-1.1%4,2501.3%Retail/WholesaleJPMJPMorgan Chase & Co.$761$22 ▼-2.8%3,6111.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$7190.0%20,9691.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$7110.0%1,2481.1%ETFNVDANVIDIA$698$118 ▼-14.5%5,7451.1%Computer and TechnologyGLDSPDR Gold Shares$593$593 ▲New Holding2,4390.9%FinanceJNKSPDR Bloomberg High Yield Bond ETF$540$10 ▼-1.8%5,5270.9%FinanceQQQInvesco QQQ$463$4 ▼-0.9%9480.7%FinanceEFIVSPDR S&P 500 ESG ETF$456$0 ▲0.1%8,1840.7%ETFMETAMeta Platforms$415$46 ▼-10.0%7240.7%Computer and TechnologyAEPAmerican Electric Power$3210.0%3,1260.5%UtilitiesESGUiShares ESG Aware MSCI USA ETF$308$10 ▲3.3%2,4400.5%ManufacturingBRK.BBerkshire Hathaway$300$2 ▲0.8%6510.5%FinanceEBCEastern Bankshares$282$112 ▼-28.4%104,0670.4%FinanceBACBank of America$279$2 ▼-0.8%7,0210.4%FinanceDFIVDimensional International Value ETF$256$30 ▼-10.6%6,7200.4%ETFCOSTCostco Wholesale$255$1 ▲0.3%2880.4%Retail/WholesaleDGROiShares Core Dividend Growth ETF$248$4 ▼-1.5%3,9510.4%ETFSPGIS&P Global$238$5 ▼-2.1%4600.4%Business ServicesSPHQInvesco S&P 500 Quality ETF$232$1 ▲0.3%3,4430.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2210.0%8,1920.4%ETFBXBlackstone$214$214 ▲New Holding1,3960.3%FinanceQUALiShares MSCI USA Quality Factor ETF$200$200 ▲New Holding1,1150.3%ETFSMMDiShares Russell 2500 ETF$10$10 ▲New Holding10,2900.0%ETFDIGITALOCEAN HLDGS INC$0$242 ▼-100.0%00.0%COMBABoeing$0$227 ▼-100.0%00.0%AerospaceNUVEEN DYNAMIC MUN OPPORTUNI$0$184 ▼-100.0%00.0%COM SHSPDOPimco Dynamic Income Opportunities Fund$0$138 ▼-100.0%00.0%Basic MaterialsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
