Spirepoint Private Client, LLC Top Holdings and 13F Report (2025) About Spirepoint Private Client, LLCInvestment ActivitySpirepoint Private Client, LLC has $765.46 million in total holdings as of March 31, 2025.Spirepoint Private Client, LLC owns shares of 214 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 9.12% of the portfolio was purchased this quarter.About 8.28% of the portfolio was sold this quarter.This quarter, Spirepoint Private Client, LLC has purchased 220 new stocks and bought additional shares in 65 stocks.Spirepoint Private Client, LLC sold shares of 96 stocks and completely divested from 25 stocks this quarter.Largest Holdings United Parcel Service $119,127,739Apple $32,027,012Microsoft $27,647,722Clean Harbors $21,595,262PALANTIR TECHNOLOGIES INC $17,953,146 Largest New Holdings this Quarter 902494103 - Tyson Foods $7,162,992 Holding375558103 - Gilead Sciences $6,926,414 Holding369550108 - General Dynamics $6,867,926 Holding34959E109 - Fortinet $4,718,761 Holding68902V107 - Otis Worldwide $3,870,413 Holding Largest Purchases this Quarter Tyson Foods 112,255 shares (about $7.16M)Gilead Sciences 61,815 shares (about $6.93M)General Dynamics 25,196 shares (about $6.87M)ProShares S&P 500 Aristocrats ETF 60,314 shares (about $6.16M)Fortinet 49,021 shares (about $4.72M) Largest Sales this Quarter UnitedHealth Group 13,388 shares (about $7.01M)Costco Wholesale 7,341 shares (about $6.94M)Royal Caribbean Cruises 27,930 shares (about $5.74M)Danaher 27,558 shares (about $5.65M)Air Products and Chemicals 17,790 shares (about $5.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpirepoint Private Client, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUPSUnited Parcel Service$119,127,739$221,630 ▼-0.2%1,083,07815.6%TransportationAAPLApple$32,027,012$278,330 ▼-0.9%144,1814.2%Computer and TechnologyMSFTMicrosoft$27,647,722$263,523 ▲1.0%73,6513.6%Computer and TechnologyCLHClean Harbors$21,595,2620.0%109,5652.8%Business ServicesPALANTIR TECHNOLOGIES INC$17,953,146$994,401 ▼-5.2%212,7152.3%CL AJNJJohnson & Johnson$16,721,109$615,431 ▲3.8%100,8272.2%MedicalAMLPAlerian MLP ETF$16,096,061$1,501,586 ▲10.3%309,8972.1%ETFAVGOBroadcom$15,119,234$457,753 ▲3.1%90,3022.0%Computer and TechnologyPGProcter & Gamble$15,023,449$328,060 ▲2.2%88,1552.0%Consumer StaplesAMZNAmazon.com$15,004,474$336,950 ▲2.3%78,8632.0%Retail/WholesaleNVDANVIDIA$14,985,731$23,085 ▼-0.2%138,2702.0%Computer and TechnologyGOOGLAlphabet$13,401,540$154,640 ▲1.2%86,6631.8%Computer and TechnologyNEENextEra Energy$13,054,314$679,126 ▲5.5%184,1491.7%UtilitiesLLYEli Lilly and Company$13,025,930$542,609 ▲4.3%15,7721.7%MedicalVVisa$11,329,071$3,154 ▲0.0%32,3261.5%Business ServicesXLKTechnology Select Sector SPDR Fund$11,106,664$137,101 ▲1.2%53,7911.5%ETFXLUUtilities Select Sector SPDR Fund$10,864,596$1,741,325 ▲19.1%137,7881.4%ETFRIVNRivian Automotive$10,306,894$1,245,112 ▼-10.8%827,8631.3%Auto/Tires/TrucksXOMExxon Mobil$10,116,667$482,856 ▲5.0%85,0641.3%EnergyCVXChevron$9,824,740$1,037,529 ▲11.8%58,7291.3%EnergyPANWPalo Alto Networks$9,815,213$108,527 ▲1.1%57,5201.3%Computer and TechnologyAXONAxon Enterprise$9,709,037$1,230,197 ▲14.5%18,4601.3%AerospaceVTEBVanguard Tax-Exempt Bond ETF$9,318,140$1,080,674 ▼-10.4%187,7901.2%ETFNOBLProShares S&P 500 Aristocrats ETF$9,037,925$6,162,886 ▲214.4%88,4511.2%ETFTJXTJX Companies$8,778,293$668,685 ▲8.2%72,0711.1%Retail/WholesaleBRK.BBerkshire Hathaway$8,616,079$888,876 ▲11.5%16,1781.1%FinanceCIThe Cigna Group$8,531,918$1,203,148 ▲16.4%25,9331.1%MedicalBNDVanguard Total Bond Market ETF$8,255,823$591,197 ▲7.7%112,4011.1%ETFBSXBoston Scientific$8,032,166$665,404 ▲9.0%79,6211.0%MedicalHDHome Depot$7,903,947$747,626 ▲10.4%21,5671.0%Retail/WholesaleNOCNorthrop Grumman$7,827,896$287,741 ▲3.8%15,2891.0%AerospaceLMTLockheed Martin$7,664,401$289,476 ▲3.9%17,1571.0%AerospaceABBVAbbVie$7,662,692$325,381 ▲4.4%36,5731.0%MedicalSOSouthern$7,535,516$865,161 ▲13.0%81,9521.0%UtilitiesWMTWalmart$7,248,607$653,154 ▲9.9%82,5680.9%Retail/WholesaleTSNTyson Foods$7,162,992$7,162,992 ▲New Holding112,2550.9%Consumer StaplesGILDGilead Sciences$6,926,414$6,926,414 ▲New Holding61,8150.9%MedicalGDGeneral Dynamics$6,867,926$6,867,926 ▲New Holding25,1960.9%AerospaceMRKMerck & Co., Inc.$6,808,444$665,029 ▲10.8%75,8520.9%MedicalMAMastercard$6,620,382$683,525 ▲11.5%12,0780.9%Business ServicesAJGArthur J. Gallagher & Co.$6,221,821$707,386 ▲12.8%18,0220.8%FinanceRCLRoyal Caribbean Cruises$5,861,409$5,737,940 ▼-49.5%28,5310.8%Consumer DiscretionaryTMOThermo Fisher Scientific$5,578,678$332,402 ▲6.3%11,2110.7%MedicalFANGDiamondback Energy$5,576,183$183,064 ▲3.4%34,8770.7%EnergyINGRIngredion$5,007,833$201,330 ▲4.2%37,0370.7%Consumer StaplesQQQInvesco QQQ$4,805,126$9,848 ▲0.2%10,2470.6%FinanceJPMJPMorgan Chase & Co.$4,725,268$32,625 ▼-0.7%19,2630.6%FinanceFTNTFortinet$4,718,761$4,718,761 ▲New Holding49,0210.6%Computer and TechnologyCOSTCostco Wholesale$4,683,152$6,942,451 ▼-59.7%4,9520.6%Retail/WholesaleVOOVanguard S&P 500 ETF$4,542,450$24,154 ▼-0.5%8,8390.6%ETFUBERUber Technologies$4,284,022$3,959,941 ▲1,221.9%58,7980.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,120,5420.0%21,2410.5%ETFOTISOtis Worldwide$3,870,413$3,870,413 ▲New Holding37,5040.5%ConstructionVERALTO CORP$3,460,931$668,798 ▲24.0%35,5150.5%COM SHSIWFiShares Russell 1000 Growth ETF$3,279,427$101,467 ▼-3.0%9,0820.4%ETFXLEEnergy Select Sector SPDR Fund$3,258,456$51,305 ▼-1.6%34,8680.4%ETFCOWZPacer US Cash Cows 100 ETF$3,156,591$3,156,591 ▲New Holding57,6440.4%ETFSPYSPDR S&P 500 ETF Trust$3,121,956$52,583 ▲1.7%5,5810.4%FinanceIVViShares Core S&P 500 ETF$2,992,153$146,658 ▼-4.7%5,3250.4%ETFIVWiShares S&P 500 Growth ETF$2,876,2450.0%30,9840.4%ETFMGKVanguard Mega Cap Growth ETF$2,865,176$133,128 ▼-4.4%9,2760.4%ETFGOOGAlphabet$2,720,277$1,719 ▼-0.1%17,4120.4%Computer and TechnologyBLACKROCK INC$2,705,040$5,679 ▼-0.2%2,8580.4%COMDGROiShares Core Dividend Growth ETF$2,507,286$142,836 ▼-5.4%40,5840.3%ETFRECSColumbia Research Enhanced Core ETF$2,357,146$2,357,146 ▲New Holding70,9770.3%ETFMETAMeta Platforms$2,288,726$17,291 ▲0.8%3,9710.3%Computer and TechnologyORLYO'Reilly Automotive$2,009,9100.0%1,4030.3%Retail/WholesaleADPAutomatic Data Processing$1,894,592$38,191 ▼-2.0%6,2010.2%Business ServicesUNHUnitedHealth Group$1,881,857$7,012,052 ▼-78.8%3,5930.2%MedicalAMGNAmgen$1,693,586$54,210 ▼-3.1%5,4360.2%MedicalLAM RESEARCH CORP$1,551,670$330,065 ▼-17.5%21,3430.2%COM NEWLINDE PLC$1,534,284$32,129 ▼-2.1%3,2950.2%SHSSPLGSPDR Portfolio S&P 500 ETF$1,438,125$104,954 ▼-6.8%21,8690.2%ETFARISTA NETWORKS INC$1,378,447$4,106 ▼-0.3%17,7910.2%COM SHSABTAbbott Laboratories$1,368,683$28,254 ▼-2.0%10,3180.2%MedicalGSThe Goldman Sachs Group$1,356,984$8,741 ▲0.6%2,4840.2%FinanceORCLOracle$1,355,458$21,810 ▲1.6%9,6950.2%Computer and TechnologyLOWLowe's Companies$1,333,842$54,109 ▼-3.9%5,7190.2%Retail/WholesaleCSCOCisco Systems$1,282,210$802 ▼-0.1%20,7780.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,275,662$30,401 ▼-2.3%21,8620.2%ETFSRESempra$1,258,719$435,796 ▲53.0%17,6390.2%UtilitiesSYKStryker$1,249,643$25,313 ▼-2.0%3,3570.2%MedicalSHWSherwin-Williams$1,195,277$31,776 ▼-2.6%3,4230.2%Basic MaterialsHONHoneywell International$1,187,918$2,541 ▼-0.2%5,6100.2%Multi-Sector ConglomeratesPAYCPaycom Software$1,165,372$874 ▼-0.1%5,3340.2%Computer and TechnologyPEPPepsiCo$1,154,238$79,018 ▼-6.4%7,6980.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,146,948$21,019 ▼-1.8%10,9680.1%ETFMCDMcDonald's$1,072,054$101,833 ▼-8.7%3,4320.1%Retail/WholesaleCLColgate-Palmolive$1,042,038$22,957 ▼-2.2%11,1210.1%Consumer StaplesETNEaton$1,039,478$1,087 ▼-0.1%3,8240.1%IndustrialsROKRockwell Automation$1,018,276$2,584 ▼-0.3%3,9410.1%Computer and TechnologySPGIS&P Global$951,772$407,031 ▼-30.0%1,8730.1%Business ServicesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$947,459$30,492 ▼-3.1%8,6070.1%ETFSSBSouthState$945,3720.0%10,1850.1%FinanceNSCNorfolk Southern$928,9260.0%3,9220.1%TransportationCMGChipotle Mexican Grill$895,596$3,615 ▲0.4%17,8370.1%Retail/WholesaleIBMInternational Business Machines$890,949$41,029 ▼-4.4%3,5830.1%Computer and TechnologyITWIllinois Tool Works$848,938$21,329 ▼-2.5%3,4230.1%IndustrialsAMEAMETEK$835,395$172 ▲0.0%4,8530.1%Computer and TechnologyBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceShowing 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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