Spirepoint Private Client, LLC Top Holdings and 13F Report (2025) About Spirepoint Private Client, LLCInvestment ActivitySpirepoint Private Client, LLC has $797.89 million in total holdings as of December 31, 2024.Spirepoint Private Client, LLC owns shares of 220 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 8.64% of the portfolio was purchased this quarter.About 3.14% of the portfolio was sold this quarter.This quarter, Spirepoint Private Client, LLC has purchased 211 new stocks and bought additional shares in 102 stocks.Spirepoint Private Client, LLC sold shares of 61 stocks and completely divested from 11 stocks this quarter.Largest Holdings United Parcel Service $136,830,188Apple $36,419,602Microsoft $30,748,160Clean Harbors $25,215,289Broadcom $20,301,754 Largest New Holdings this Quarter BLACKROCK INC $2,935,915 HoldingARISTA NETWORKS INC $1,972,297 HoldingLAM RESEARCH CORP $1,869,498 HoldingMcDonald's $1,089,459 HoldingVanguard Mid-Cap Growth ETF $532,368 Holding Largest Purchases this Quarter Clean Harbors 27,998 shares (about $6.44M)Home Depot 15,376 shares (about $5.98M)Palo Alto Networks 28,709 shares (about $5.22M)Merck & Co., Inc. 46,406 shares (about $4.62M)Alerian MLP ETF 79,929 shares (about $3.85M) Largest Sales this Quarter Constellation Brands 21,545 shares (about $4.76M)Rivian Automotive 299,960 shares (about $3.99M)Medtronic 34,733 shares (about $2.77M)Crown Castle 28,866 shares (about $2.62M)PALANTIR TECHNOLOGIES INC 11,278 shares (about $852.96K) 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$136,830,188$237,446 ▲0.2%1,085,09317.1%TransportationAAPLApple$36,419,602$2,126,818 ▲6.2%145,4344.6%Computer and TechnologyMSFTMicrosoft$30,748,160$3,062,635 ▲11.1%72,9493.9%Computer and TechnologyCLHClean Harbors$25,215,289$6,443,460 ▲34.3%109,5653.2%Business ServicesAVGOBroadcom$20,301,754$447,219 ▲2.3%87,5682.5%Computer and TechnologyNVDANVIDIA$18,596,917$478,073 ▼-2.5%138,4832.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$16,978,708$852,955 ▼-4.8%224,4972.1%CL AAMZNAmazon.com$16,913,214$767,426 ▲4.8%77,0922.1%Retail/WholesaleGOOGLAlphabet$16,216,095$919,246 ▲6.0%85,6632.0%Computer and TechnologyPGProcter & Gamble$14,456,392$713,850 ▲5.2%86,2301.8%Consumer StaplesJNJJohnson & Johnson$14,044,871$387,002 ▲2.8%97,1161.8%MedicalAMLPAlerian MLP ETF$13,532,312$3,849,374 ▲39.8%280,9871.7%ETFRCLRoyal Caribbean Cruises$13,024,877$96,889 ▲0.7%56,4611.6%Consumer DiscretionaryNEENextEra Energy$12,514,824$987,671 ▲8.6%174,5691.6%UtilitiesXLKTechnology Select Sector SPDR Fund$12,353,114$382,031 ▲3.2%53,1271.5%ETFRIVNRivian Automotive$12,340,698$3,989,468 ▼-24.4%927,8721.5%Auto/Tires/TrucksLLYEli Lilly and Company$11,668,417$860,753 ▲8.0%15,1151.5%MedicalCOSTCostco Wholesale$11,263,636$162,179 ▲1.5%12,2931.4%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$10,505,694$2,726,370 ▲35.0%209,5691.3%ETFPANWPalo Alto Networks$10,350,613$5,223,890 ▲101.9%56,8841.3%Computer and TechnologyVVisa$10,213,476$328,366 ▲3.3%32,3171.3%Business ServicesAXONAxon Enterprise$9,581,033$172,353 ▲1.8%16,1211.2%AerospaceXLUUtilities Select Sector SPDR Fund$8,757,624$659,183 ▲8.1%115,7041.1%ETFXOMExxon Mobil$8,713,640$288,504 ▲3.4%81,0041.1%Oils/EnergyUNHUnitedHealth Group$8,590,209$631,328 ▲7.9%16,9811.1%MedicalTJXTJX Companies$8,043,605$368,468 ▲4.8%66,5811.0%Retail/WholesaleLMTLockheed Martin$8,022,376$380,491 ▲5.0%16,5091.0%AerospaceCVXChevron$7,607,957$591,812 ▲8.4%52,5271.0%Oils/EnergyHDHome Depot$7,595,907$5,981,188 ▲370.4%19,5271.0%Retail/WholesaleBNDVanguard Total Bond Market ETF$7,503,982$599,156 ▲8.7%104,3520.9%ETFNOCNorthrop Grumman$6,911,362$309,737 ▲4.7%14,7270.9%AerospaceMRKMerck & Co., Inc.$6,808,710$4,616,469 ▲210.6%68,4430.9%MedicalWMTWalmart$6,787,826$186,483 ▲2.8%75,1280.9%Retail/WholesaleDHRDanaher$6,724,800$429,252 ▲6.8%29,2960.8%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$6,576,640$547,109 ▲9.1%14,5090.8%FinanceBSXBoston Scientific$6,522,593$302,527 ▲4.9%73,0250.8%MedicalABBVAbbVie$6,223,020$775,479 ▲14.2%35,0200.8%MedicalCIThe Cigna Group$6,151,399$522,742 ▲9.3%22,2760.8%MedicalSOSouthern$5,971,703$409,375 ▲7.4%72,5430.7%UtilitiesAPDAir Products and Chemicals$5,917,210$207,672 ▲3.6%20,4010.7%Basic MaterialsMAMastercard$5,703,429$289,094 ▲5.3%10,8310.7%Business ServicesFANGDiamondback Energy$5,526,395$474,623 ▲9.4%33,7320.7%Oils/EnergyTMOThermo Fisher Scientific$5,484,851$265,841 ▲5.1%10,5430.7%MedicalQQQInvesco QQQ$5,227,947$27,096 ▼-0.5%10,2260.7%FinancePOWLPowell Industries$4,966,066$786,414 ▼-13.7%22,4050.6%Industrial ProductsINGRIngredion$4,889,961$77,721 ▲1.6%35,5480.6%Consumer StaplesVOOVanguard S&P 500 ETF$4,787,877$102,374 ▼-2.1%8,8860.6%ETFJPMJPMorgan Chase & Co.$4,649,456$542,229 ▲13.2%19,3960.6%FinanceAJGArthur J. Gallagher & Co.$4,533,810$414,126 ▲10.1%15,9730.6%FinanceKNXKnight-Swift Transportation$4,205,556$313,786 ▲8.1%79,2900.5%TransportationVIGVanguard Dividend Appreciation ETF$4,159,625$9,008 ▼-0.2%21,2410.5%ETFIWFiShares Russell 1000 Growth ETF$3,760,008$30,119 ▲0.8%9,3630.5%ETFMGKVanguard Mega Cap Growth ETF$3,333,487$162,090 ▲5.1%9,7070.4%ETFGOOGAlphabet$3,318,036$95,220 ▼-2.8%17,4230.4%Computer and TechnologyIVViShares Core S&P 500 ETF$3,288,416$116,560 ▲3.7%5,5860.4%ETFSPYSPDR S&P 500 ETF Trust$3,215,821$9,963 ▼-0.3%5,4870.4%FinanceIVWiShares S&P 500 Growth ETF$3,145,8060.0%30,9840.4%ETFXLEEnergy Select Sector SPDR Fund$3,033,786$467,270 ▲18.2%35,4170.4%ETFIQVIQVIA$2,949,419$374,745 ▲14.6%15,0090.4%MedicalBLACKROCK INC$2,935,915$2,935,915 ▲New Holding2,8640.4%COMVERALTO CORP$2,918,181$394,258 ▲15.6%28,6520.4%COM SHSNOBLProShares S&P 500 Aristocrats ETF$2,801,050$101,044 ▲3.7%28,1370.4%ETFDGROiShares Core Dividend Growth ETF$2,631,269$160,222 ▲6.5%42,8960.3%ETFMETAMeta Platforms$2,307,495$110,076 ▲5.0%3,9410.3%Computer and TechnologyARISTA NETWORKS INC$1,972,297$1,972,297 ▲New Holding17,8440.2%COM SHSLAM RESEARCH CORP$1,869,498$1,869,498 ▲New Holding25,8830.2%COM NEWADPAutomatic Data Processing$1,851,810$79,037 ▲4.5%6,3260.2%Business ServicesTSLATesla$1,768,012$33,923 ▼-1.9%4,3780.2%Auto/Tires/TrucksORLYO'Reilly Automotive$1,663,677$5,929 ▲0.4%1,4030.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,641,503$67,685 ▲4.3%11,9320.2%ETFSPLGSPDR Portfolio S&P 500 ETF$1,617,703$65,839 ▲4.2%23,4650.2%ETFORCLOracle$1,589,579$11,665 ▼-0.7%9,5390.2%Computer and TechnologyLOWLowe's Companies$1,468,707$16,289 ▼-1.1%5,9510.2%Retail/WholesaleAMGNAmgen$1,462,190$408,944 ▲38.8%5,6100.2%MedicalGSThe Goldman Sachs Group$1,413,2260.0%2,4680.2%FinanceLINDE PLC$1,408,406$73,267 ▼-4.9%3,3640.2%SHSIJHiShares Core S&P Mid-Cap ETF$1,394,707$100,134 ▲7.7%22,3830.2%ETFPFEPfizer$1,345,840$7,481 ▲0.6%50,7290.2%MedicalSPGIS&P Global$1,331,835$73,216 ▲5.8%2,6740.2%Business ServicesXLCCommunication Services Select Sector SPDR Fund$1,319,241$105,717 ▲8.7%13,6270.2%ETFIJRiShares Core S&P Small-Cap ETF$1,286,926$102,203 ▲8.6%11,1690.2%ETFETNEaton$1,270,398$42,479 ▼-3.2%3,8280.2%Industrial ProductsHONHoneywell International$1,269,954$140,504 ▲12.4%5,6220.2%Multi-Sector ConglomeratesPEPPepsiCo$1,250,694$277,662 ▲28.5%8,2250.2%Consumer StaplesSYKStryker$1,233,197$20,523 ▼-1.6%3,4250.2%MedicalCSCOCisco Systems$1,230,827$530,787 ▲75.8%20,7910.2%Computer and TechnologyADBEAdobe$1,225,538$10,672 ▼-0.9%2,7560.2%Computer and TechnologySHWSherwin-Williams$1,194,5140.0%3,5140.1%Basic MaterialsABTAbbott Laboratories$1,191,161$287,865 ▲31.9%10,5310.1%MedicalITGartner$1,166,604$104,161 ▼-8.2%2,4080.1%Business ServicesROKRockwell Automation$1,129,156$286 ▼0.0%3,9510.1%Computer and TechnologyPAYCPaycom Software$1,094,1300.0%5,3380.1%Computer and TechnologyMCDMcDonald's$1,089,459$1,089,459 ▲New Holding3,7580.1%Retail/WholesaleCMGChipotle Mexican Grill$1,071,2300.0%17,7650.1%Retail/WholesalePFGCPerformance Food Group$1,062,371$99,854 ▼-8.6%12,5650.1%Retail/WholesaleCLColgate-Palmolive$1,033,283$149,456 ▲16.9%11,3660.1%Consumer StaplesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,023,282$102,397 ▼-9.1%8,8840.1%ETFPPHVanEck Pharmaceutical ETF$1,021,573$97,412 ▲10.5%11,8400.1%ManufacturingSSBSouthState$1,013,2040.0%10,1850.1%FinanceSRESempra$1,011,587$48,860 ▼-4.6%11,5320.1%UtilitiesShowing 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.
