Stablepoint Partners, LLC Top Holdings and 13F Report (2025) About Stablepoint Partners, LLCInvestment ActivityStablepoint Partners, LLC has $544.84 million in total holdings as of December 31, 2024.Stablepoint Partners, LLC owns shares of 241 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 2.24% of the portfolio was sold this quarter.This quarter, Stablepoint Partners, LLC has purchased 239 new stocks and bought additional shares in 115 stocks.Stablepoint Partners, LLC sold shares of 76 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $17,917,063Janus Henderson Short Duration Income ETF $14,533,949Broadcom $11,604,078JPMorgan Chase & Co. $10,566,695SPDR Blackstone Senior Loan ETF $10,186,502 Largest New Holdings this Quarter BLACKROCK INC $1,346,023 HoldingHealth Care Select Sector SPDR Fund $1,238,405 HoldingARISTA NETWORKS INC $1,029,366 HoldingRUBRIK INC. $788,372 HoldingMicron Technology $569,048 Holding Largest Purchases this Quarter First Trust Enhanced Short Maturity ETF 27,363 shares (about $1.64M)BLACKROCK INC 1,313 shares (about $1.35M)Health Care Select Sector SPDR Fund 9,002 shares (about $1.24M)ARISTA NETWORKS INC 9,313 shares (about $1.03M)SPDR Blackstone Senior Loan ETF 21,679 shares (about $904.66K) Largest Sales this Quarter Northrop Grumman 1,601 shares (about $751.44K)NIKE 7,517 shares (about $568.83K)UnitedHealth Group 1,099 shares (about $555.95K)CVS Health 9,108 shares (about $408.86K)Verizon Communications 7,795 shares (about $311.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStablepoint Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$17,917,063$209,852 ▼-1.2%71,5483.3%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$14,533,949$82,902 ▲0.6%297,1572.7%ETFAVGOBroadcom$11,604,078$245,519 ▼-2.1%50,0522.1%Computer and TechnologyJPMJPMorgan Chase & Co.$10,566,695$240 ▼0.0%44,0811.9%FinanceSRLNSPDR Blackstone Senior Loan ETF$10,186,502$904,665 ▲9.7%244,1051.9%ETFAMZNAmazon.com$10,124,848$141,287 ▼-1.4%46,1501.9%Retail/WholesaleMSFTMicrosoft$9,580,287$164,385 ▼-1.7%22,7291.8%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$9,288,138$1,635,486 ▲21.4%155,3981.7%ManufacturingNEENextEra Energy$8,645,564$21,507 ▲0.2%120,5971.6%UtilitiesIAUiShares Gold Trust$8,479,182$13,863 ▲0.2%171,2621.6%FinanceWMTWalmart$7,106,118$50,957 ▼-0.7%78,6511.3%Retail/WholesalePFFiShares Preferred and Income Securities ETF$7,090,254$237,498 ▲3.5%225,5171.3%ETFPGProcter & Gamble$7,065,970$25,315 ▲0.4%42,1471.3%Consumer StaplesCOFCapital One Financial$7,028,661$42,440 ▲0.6%39,4161.3%FinanceTIPiShares TIPS Bond ETF$6,862,566$106,870 ▲1.6%64,4071.3%ETFKOCoca-Cola$6,713,697$112,317 ▲1.7%107,8331.2%Consumer StaplesBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$6,458,839$146,587 ▲2.3%279,9671.2%ETFBXBlackstone$6,401,677$82,935 ▼-1.3%37,1281.2%FinanceLMTLockheed Martin$6,356,635$32,072 ▲0.5%13,0811.2%AerospaceMCDMcDonald's$6,218,198$29,279 ▲0.5%21,4501.1%Retail/WholesaleMETAMeta Platforms$6,182,408$141,108 ▼-2.2%10,5591.1%Computer and TechnologyTAT&T$5,974,475$64,371 ▲1.1%262,3841.1%Computer and TechnologyAMGNAmgen$5,856,277$35,186 ▲0.6%22,4691.1%MedicalCSCOCisco Systems$5,845,171$14,090 ▲0.2%98,7361.1%Computer and TechnologyCVXChevron$5,770,099$91,393 ▲1.6%39,8381.1%Oils/EnergyKMIKinder Morgan$5,640,838$47,210 ▼-0.8%205,8701.0%Oils/EnergyGOOGLAlphabet$5,555,281$83,672 ▲1.5%29,3461.0%Computer and TechnologyPEPPepsiCo$5,501,866$69,796 ▲1.3%36,1821.0%Consumer StaplesMDTMedtronic$5,247,237$71,732 ▲1.4%65,6891.0%MedicalWBSWebster Financial$5,219,157$64,386 ▲1.2%94,5161.0%FinanceULUnilever$5,131,917$105,065 ▲2.1%90,5100.9%Consumer StaplesMRKMerck & Co., Inc.$5,035,999$117,486 ▲2.4%50,6230.9%MedicalPSXPhillips 66$4,983,214$82,030 ▲1.7%43,7390.9%Oils/EnergyJNJJohnson & Johnson$4,839,708$53,654 ▲1.1%33,4650.9%MedicalFEFirstEnergy$4,760,121$75,622 ▲1.6%119,6610.9%UtilitiesMETMetLife$4,693,116$20,224 ▲0.4%57,3170.9%FinanceNVDANVIDIA$4,647,911$293,558 ▼-5.9%34,6110.9%Computer and TechnologyVZVerizon Communications$4,634,192$311,721 ▼-6.3%115,8840.9%Computer and TechnologyFITBFifth Third Bancorp$4,606,829$12,642 ▲0.3%108,9600.8%FinanceSTXSeagate Technology$4,458,108$100,983 ▲2.3%51,6520.8%Computer and TechnologyQCOMQUALCOMM$4,435,042$80,805 ▲1.9%28,8700.8%Computer and TechnologyDUKDuke Energy$4,320,805$32,753 ▲0.8%40,1040.8%UtilitiesEIXEdison International$4,309,364$30,259 ▲0.7%53,9750.8%UtilitiesTMUST-Mobile US$4,309,349$25,826 ▼-0.6%19,5230.8%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$4,081,998$799,092 ▲24.3%93,5380.7%ETFCCICrown Castle$4,020,098$235,339 ▼-5.5%44,2940.7%FinanceDOWDOW$4,000,399$38,164 ▼-0.9%99,6860.7%Basic MaterialsTSLATesla$3,954,805$47,249 ▲1.2%9,7930.7%Auto/Tires/TrucksLYBLyondellBasell Industries$3,930,798$95,362 ▲2.5%52,9260.7%Basic MaterialsTDToronto-Dominion Bank$3,879,599$45,840 ▲1.2%72,8700.7%FinanceABBVAbbVie$3,857,867$14,394 ▲0.4%21,7100.7%MedicalKMBKimberly-Clark$3,810,381$61,589 ▲1.6%29,0780.7%Consumer StaplesVIGVanguard Dividend Appreciation ETF$3,724,295$387,743 ▲11.6%19,0180.7%ETFPFEPfizer$3,498,538$98,612 ▼-2.7%131,8710.6%MedicalDDominion Energy$3,498,207$233,268 ▼-6.3%64,9500.6%UtilitiesCVSCVS Health$3,444,903$408,858 ▼-10.6%76,7410.6%Retail/WholesaleGSKGSK$3,367,254$163,689 ▼-4.6%99,5640.6%MedicalTJXTJX Companies$3,290,140$37,693 ▲1.2%27,2340.6%Retail/WholesaleNFLXNetflix$3,218,557$73,980 ▼-2.2%3,6110.6%Consumer DiscretionaryFVFirst Trust Dorsey Wright Focus 5 ETF$3,099,410$93,610 ▼-2.9%52,4790.6%ManufacturingBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$2,764,465$427,748 ▲18.3%118,7740.5%ETFUBERUber Technologies$2,761,620$27,626 ▼-1.0%45,7830.5%Computer and TechnologySBUXStarbucks$2,737,804$52,561 ▲2.0%30,0030.5%Retail/WholesaleISRGIntuitive Surgical$2,638,508$26,098 ▼-1.0%5,0550.5%MedicalGILDGilead Sciences$2,607,164$34,824 ▲1.4%28,2250.5%MedicalDEDeere & Company$2,581,198$87,283 ▲3.5%6,0920.5%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$2,500,631$88,673 ▲3.7%12,6620.5%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$2,495,877$99,335 ▼-3.8%39,5230.5%ETFLLYEli Lilly and Company$2,479,674$98,044 ▼-3.8%3,2120.5%MedicalIEFiShares 7-10 Year Treasury Bond ETF$2,443,823$300,278 ▲14.0%26,4340.4%ETFMDLZMondelez International$2,437,189$83,563 ▲3.6%40,8030.4%Consumer StaplesXOMExxon Mobil$2,395,023$190,935 ▼-7.4%22,2650.4%Oils/EnergyLOWLowe's Companies$2,357,207$57,752 ▲2.5%9,5510.4%Retail/WholesaleCOINCoinbase Global$2,356,256$146,490 ▼-5.9%9,4900.4%Business ServicesDGXQuest Diagnostics$2,341,370$40,431 ▲1.8%15,5200.4%MedicalABTAbbott Laboratories$2,340,925$52,031 ▲2.3%20,6960.4%MedicalSDYSPDR S&P Dividend ETF$2,337,906$209,775 ▲9.9%17,6980.4%ETFVVisa$2,293,186$21,491 ▲0.9%7,2560.4%Business ServicesRJFRaymond James$2,275,740$11,339 ▲0.5%14,6510.4%FinanceTTTrane Technologies$2,238,261$34,350 ▼-1.5%6,0600.4%ConstructionORCLOracle$2,211,646$25,829 ▼-1.2%13,2720.4%Computer and TechnologyUNHUnitedHealth Group$2,203,562$555,949 ▼-20.1%4,3560.4%MedicalIVWiShares S&P 500 Growth ETF$2,177,006$22,337 ▼-1.0%21,4420.4%ETFRTXRTX$2,131,588$2,314 ▲0.1%18,4200.4%AerospacePHParker-Hannifin$2,099,561$3,816 ▼-0.2%3,3010.4%Industrial ProductsAXPAmerican Express$2,074,859$594 ▲0.0%6,9910.4%FinanceCRMSalesforce$2,065,834$3,343 ▼-0.2%6,1790.4%Computer and TechnologyOSKOshkosh$2,048,013$104,673 ▲5.4%21,5420.4%Auto/Tires/TrucksGOOGAlphabet$2,041,707$2,476 ▲0.1%10,7210.4%Computer and TechnologyAPOApollo Global Management$2,031,138$49,548 ▼-2.4%12,2980.4%FinanceTMOThermo Fisher Scientific$1,975,836$70,231 ▼-3.4%3,7980.4%MedicalWMBWilliams Companies$1,954,650$32,255 ▼-1.6%36,1170.4%Oils/EnergyVWOVanguard FTSE Emerging Markets ETF$1,950,135$40,076 ▲2.1%44,2810.4%ETFVOVanguard Mid-Cap ETF$1,871,097$2,641 ▲0.1%7,0840.3%ETFPLDPrologis$1,829,520$81,916 ▲4.7%17,3090.3%FinanceSAPSAP$1,779,852$7,879 ▲0.4%7,2290.3%Computer and TechnologyCRWDCrowdStrike$1,634,301$189,573 ▲13.1%4,7760.3%Computer and TechnologyNOWServiceNow$1,596,541$47,705 ▼-2.9%1,5060.3%Computer and TechnologyINTUIntuit$1,587,598$69,135 ▼-4.2%2,5260.3%Computer and TechnologyAPDAir Products and Chemicals$1,530,541$57,138 ▲3.9%5,2770.3%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. 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