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Spirepoint Private Client, LLC Top Holdings and 13F Report (2025)

About Spirepoint Private Client, LLC

Investment Activity

  • Spirepoint Private Client, LLC has $885.55 million in total holdings as of June 30, 2025.
  • Spirepoint Private Client, LLC owns shares of 232 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 10.11% of the portfolio was purchased this quarter.
  • About 2.13% of the portfolio was sold this quarter.
  • This quarter, Spirepoint Private Client, LLC has purchased 214 new stocks and bought additional shares in 82 stocks.
  • Spirepoint Private Client, LLC sold shares of 84 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft
$36,872,921
Apple
$29,547,085
PALANTIR TECHNOLOGIES INC
$28,243,050
Broadcom
$25,303,068

Largest New Holdings this Quarter

74624M102 - Pure Storage
$5,207,535 Holding
852234103 - BLOCK INC
$3,568,431 Holding
92647X830 - VictoryShares Free Cash Flow ETF
$2,621,167 Holding
654106103 - NIKE
$2,556,516 Holding
337738108 - Fiserv
$2,229,261 Holding

Largest Purchases this Quarter

ARISTA NETWORKS INC
132,657 shares (about $13.57M)
Vanguard Dividend Appreciation ETF
35,932 shares (about $7.35M)
Pure Storage
90,440 shares (about $5.21M)
O'Reilly Automotive
55,537 shares (about $5.01M)
The Goldman Sachs Group
6,274 shares (about $4.44M)

Largest Sales this Quarter

ProShares S&P 500 Aristocrats ETF
71,966 shares (about $7.25M)
iShares Russell 1000 Growth ETF
3,493 shares (about $1.48M)
Royal Caribbean Cruises
2,500 shares (about $782.85K)
PALANTIR TECHNOLOGIES INC
5,533 shares (about $754.26K)
iShares Core S&P 500 ETF
576 shares (about $357.64K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpirepoint Private Client, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$110,411,219$1,085,307 1.0%1,093,83012.5%Transportation
Microsoft Corporation stock logo
MSFT
Microsoft
$36,872,921$238,259 0.7%74,1304.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$29,547,085$34,468 -0.1%144,0133.3%Computer and Technology
PALANTIR TECHNOLOGIES INC
$28,243,050$754,259 -2.6%207,1823.2%CL A
Broadcom Inc. stock logo
AVGO
Broadcom
$25,303,068$411,271 1.7%91,7942.9%Computer and Technology
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$25,226,362$102,875 -0.4%109,1202.8%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$21,900,469$55,139 0.3%138,6192.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,550,542$248,788 1.4%79,9972.0%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$15,414,897$13,595 0.1%100,9161.7%Medical
ARISTA NETWORKS INC
$15,392,335$13,572,138 745.6%150,4481.7%COM SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,383,842$111,201 0.7%87,2941.7%Computer and Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$15,294,536$10,763 0.1%18,4731.7%Aerospace
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$15,137,248$4,300 0.0%309,8091.7%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$14,055,920$10,993 0.1%88,2241.6%Consumer Staples
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$13,817,438$195,999 1.4%54,5651.6%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,593,817$299,333 2.4%16,1561.4%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$12,509,221$274,418 -2.1%180,1961.4%Utilities
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$12,065,984$295,091 2.5%58,9621.4%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$11,701,598$7,354,202 169.2%57,1731.3%ETF
Visa Inc. stock logo
V
Visa
$11,624,871$147,699 1.3%32,7421.3%Business Services
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$11,502,758$251,022 2.2%140,8621.3%ETF
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$11,375,896$1,058 0.0%827,9401.3%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,699,570$2,840,783 36.1%22,0261.2%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,236,199$66,297 0.7%85,6791.0%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,020,499$120,403 1.4%73,0461.0%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$8,970,459$4,068,482 83.0%9,0621.0%Retail/Wholesale
Cigna Group stock logo
CI
Cigna Group
$8,963,083$390,087 4.6%27,1131.0%Medical
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$8,854,769$352,575 -3.8%180,5991.0%ETF
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$8,810,520$258,428 3.0%82,0271.0%Medical
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$8,689,894$413,801 5.0%118,0211.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$8,379,887$29,497 -0.4%58,5230.9%Energy
Walmart Inc. stock logo
WMT
Walmart
$8,345,221$271,730 3.4%85,3470.9%Retail/Wholesale
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$8,151,354$782,851 -8.8%26,0310.9%Consumer Discretionary
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$7,966,370$20,378 0.3%17,2010.9%Aerospace
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$7,771,072$126,993 1.7%15,5430.9%Aerospace
The Home Depot, Inc. stock logo
HD
Home Depot
$7,745,579$161,687 -2.0%21,1260.9%Retail/Wholesale
Southern Company (The) stock logo
SO
Southern
$7,607,548$81,912 1.1%82,8440.9%Utilities
General Dynamics Corporation stock logo
GD
General Dynamics
$7,600,324$251,701 3.4%26,0590.9%Aerospace
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$6,968,866$115,416 1.7%62,8560.8%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$6,961,589$172,996 2.5%37,5050.8%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$6,912,092$124,755 1.8%12,3000.8%Business Services
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$6,346,594$67,072 1.1%113,4540.7%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,198,475$4,440,424 252.6%8,7580.7%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$6,005,557$1,108 0.0%75,8660.7%Medical
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$5,965,063$195,912 3.4%18,6340.7%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,941,320$288,515 5.1%10,7700.7%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,726,194$240,341 4.4%61,3740.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,457,346$127,272 -2.3%18,8240.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,425,823$405,005 8.1%9,5520.6%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$5,407,367$224,866 4.3%51,1480.6%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$5,207,535$5,207,535 New Holding90,4400.6%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$5,132,002$5,005,550 3,958.4%56,9400.6%Retail/Wholesale
Ingredion Incorporated stock logo
INGR
Ingredion
$5,018,368$4,611 -0.1%37,0030.6%Consumer Staples
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$4,832,887$3,831,339 382.5%86,0710.5%Retail/Wholesale
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$4,691,548$100,577 -2.1%34,1450.5%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,655,987$110,287 2.4%11,4830.5%Medical
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$3,854,935$141,301 3.8%38,9310.4%Industrials
VERALTO CORP
$3,659,759$74,501 2.1%36,2530.4%COM SHS
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$3,639,246$3,243,399 819.4%53,4790.4%Retail/Wholesale
BLOCK INC
$3,568,431$3,568,431 New Holding52,5310.4%CL A
Accenture PLC stock logo
ACN
Accenture
$3,559,481$3,056,748 608.0%11,9090.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,390,761$57,460 -1.7%5,4880.4%Finance
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$3,165,548$231,054 -6.8%8,6450.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,099,358$10,643 0.3%17,4720.3%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,081,038$330,300 -9.7%27,9840.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,060,495$103,300 3.5%36,0860.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,011,407$80,452 2.7%4,0800.3%Computer and Technology
BLACKROCK INC
$2,998,7570.0%2,8580.3%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,948,699$357,644 -10.8%4,7490.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,915,927$2,341,008 407.2%21,8700.3%Industrials
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$2,628,463$33,505 1.3%41,1080.3%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$2,621,167$2,621,167 New Holding74,1490.3%ETF
NIKE, Inc. stock logo
NKE
NIKE
$2,556,516$2,556,516 New Holding35,9870.3%Consumer Discretionary
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$2,379,283$231,961 -8.9%64,6720.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,372,988$1,483,064 -38.5%5,5890.3%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$2,229,261$2,229,261 New Holding12,9300.3%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$2,118,087$1,530 -0.1%9,6880.2%Computer and Technology
LAM RESEARCH CORP
$2,077,788$292 0.0%21,3460.2%COM NEW
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,984,181$1,137,844 134.4%8,0250.2%Industrials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,912,080$308 0.0%6,2000.2%Computer and Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$1,660,063$7,247,079 -81.4%16,4850.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,609,747$20,063 1.3%22,1450.2%ETF
Unilever PLC stock logo
UL
Unilever
$1,601,492$1,601,492 New Holding26,1810.2%Consumer Staples
LINDE PLC
$1,540,318$5,630 -0.4%3,2830.2%SHS
Amgen Inc. stock logo
AMGN
Amgen
$1,516,948$838 -0.1%5,4330.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,440,884$694 0.0%20,7680.2%Computer and Technology
American Express Company stock logo
AXP
American Express
$1,406,064$1,406,064 New Holding4,4080.2%Finance
Sempra Energy stock logo
SRE
Sempra Energy
$1,399,245$62,738 4.7%18,4670.2%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,392,062$11,289 -0.8%10,2350.2%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,385,544$29,646 2.2%22,3400.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,364,059$1,071 -0.1%3,8210.2%Industrials
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,341,742$1,341,742 New Holding12,2870.2%ETF
Stryker Corporation stock logo
SYK
Stryker
$1,315,865$12,265 -0.9%3,3260.1%Medical
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$1,310,935$1,310,935 New Holding58,5500.1%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,308,750$332 0.0%3,9400.1%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$1,307,854$1,397 0.1%5,6160.1%Multi-Sector Conglomerates
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,259,112$9,762 -0.8%5,6750.1%Retail/Wholesale
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$1,234,2880.0%5,3340.1%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,232,819$34,099 2.8%11,2800.1%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,175,3210.0%3,4230.1%Basic Materials

Showing largest 100 holdings. View all holdings.
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