The Analysis of Single Point Partners, LLC's Holdings
Currently, Single Point Partners, LLC holds 87 types of securities in its portfolio with a total value $505.8M. In the most recent quarter, they have increased their positions in AGG (+44.2K shares, valued at $4.2M), XHLF (+16.4K shares, valued at $821.6K), MUB (+6.7K shares, valued at $715.8K); decreased their positions in N/A (-84.1K shares, valued at $761.5K), IWB (-773 shares, valued at $288.7K), N/A (-762 shares, valued at $204.4K); initiated new positions in XHLF (+16.4K shares, valued at $821.6K), JNJ (+1.3K shares, valued at $261.6K), LLY (+206 shares, valued at $221.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR221.9K shares0.19%2025-12-312026-01-26
IJH ISHARES TR710.0K shares1.00%2025-12-312026-01-26 AGG ISHARES TR466.9K shares10.46%2025-12-312026-01-26 IJR ISHARES TR242.7K shares0.09%2025-12-312026-01-26 IWB ISHARES TR57.3K shares-1.33%2025-12-312026-01-26 IEFA ISHARES TR216.7K shares2.78%2025-12-312026-01-26 VO VANGUARD INDEX FDS63.6K shares-0.87%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS313.9K shares0.78%2025-12-312026-01-26 MUB ISHARES TR129.5K shares5.44%2025-12-312026-01-26 ITOT ISHARES TR76.1K shares-0.54%2025-12-312026-01-26 IEMG ISHARES INC157.4K shares-0.02%2025-12-312026-01-26 VB VANGUARD INDEX FDS39.3K shares-0.06%2025-12-312026-01-26 FLOT ISHARES TR167.9K shares6.81%2025-12-312026-01-26 IWM ISHARES TR29.5K shares1.69%2025-12-312026-01-26 USHY ISHARES TR180.3K shares5.79%2025-12-312026-01-26 SUB ISHARES TR61.4K shares0.93%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS91.4K shares0.47%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR7.5K shares-0.36%2025-12-312026-01-26 VTI VANGUARD INDEX FDS13.8K shares-0.05%2025-12-312026-01-26 AAPL APPLE INC16.6K shares-2.41%2025-12-312026-01-26 IWV ISHARES TR10.7K shares0.07%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS85.6K shares-0.08%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS48.0K shares0.67%2025-12-312026-01-26 VXF VANGUARD INDEX FDS14.0K shares0.15%2025-12-312026-01-26 IXUS ISHARES TR34.5K shares2.90%2025-12-312026-01-26 SHY ISHARES TR32.7K shares-1.93%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F48.9K shares-2.53%2025-12-312026-01-26 VTES VANGUARD WELLINGTON FD14.5K shares5.13%2025-12-312026-01-26 ALPHABET INC ALPHABET INC162.6K shares-34.11%2025-12-312026-01-26 MSFT MICROSOFT CORP3.0K shares-5.73%2025-12-312026-01-26 BAC BANK AMERICA CORP26.4K shares-1.20%2025-12-312026-01-26 ALPHABET INC ALPHABET INC4.4K shares-9.20%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.4.1K shares-1.46%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR40.5K shares2.39%2025-12-312026-01-26 BKLC BNY MELLON ETF TRUST9.1K shares0.25%2025-12-312026-01-26 GLD SPDR GOLD TR2.7K shares0.00%2025-12-312026-01-26 IWF ISHARES TR2.1K shares-6.54%2025-12-312026-01-26 VUG VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-01-26 AMZN AMAZON COM INC3.8K shares1.52%2025-12-312026-01-26 IVW ISHARES TR7.1K shares-2.43%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS5.9K shares0.41%2025-12-312026-01-26 XHLF BONDBLOXX ETF TRUST16.4K sharesnew addition2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR29.1K shares0.00%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR32.1K shares0.91%2025-12-312026-01-26 GBIL GOLDMAN SACHS ETF TR6.9K shares-13.65%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares-9.38%2025-12-312026-01-26 HYG ISHARES TR8.4K shares0.21%2025-12-312026-01-26 TIP ISHARES TR5.2K shares0.00%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F7.4K shares-0.16%2025-12-312026-01-26 EFIV SPDR SERIES TRUST8.2K shares0.07%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS1.6K shares-3.61%2025-12-312026-01-26 META META PLATFORMS INC684 shares-3.80%2025-12-312026-01-26 NVDA NVIDIA CORPORATION2.4K shares-1.52%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST11.2K shares0.00%2025-12-312026-01-26 HD HOME DEPOT INC1.2K shares0.00%2025-12-312026-01-26 ESGU ISHARES TR2.9K shares3.73%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC2.0K shares-0.20%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC2.9K shares-4.36%2025-12-312026-01-26 IWD ISHARES TR1.5K shares-15.93%2025-12-312026-01-26 TJX TJX COS INC NEW2.1K shares-9.19%2025-12-312026-01-26 LOW LOWES COS INC1.3K shares0.00%2025-12-312026-01-26 RTX RTX CORPORATION1.6K shares-7.20%2025-12-312026-01-26 PEG PUBLIC SVC ENTERPRISE GRP IN3.6K shares0.00%2025-12-312026-01-26 V VISA INC793 shares-8.54%2025-12-312026-01-26 IVE ISHARES TR1.3K shares0.00%2025-12-312026-01-26 SCHC SCHWAB STRATEGIC TR5.9K shares-11.87%2025-12-312026-01-26 SPHQ INVESCO EXCHANGE TRADED FD T3.6K shares0.28%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-12-312026-01-26 EBC EASTERN BANKSHARES INC13.8K shares0.00%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO654 shares0.00%2025-12-312026-01-26 BROADCOM INC BROADCOM INC698 shares1.16%2025-12-312026-01-26 PEP PEPSICO INC1.6K shares0.00%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F1.5K shares-11.09%2025-12-312026-01-26 LLY ELI LILLY & CO206 sharesnew addition2025-12-312026-01-26 SPGI S&P GLOBAL INC422 shares-4.52%2025-12-312026-01-26 KO COCA COLA CO3.1K shares-0.51%2025-12-312026-01-26 DHR DANAHER CORPORATION915 sharesnew addition2025-12-312026-01-26 ABBV ABBVIE INC912 shares0.00%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC5.0K shares-0.82%2025-12-312026-01-26 ACWX ISHARES TR10.8K sharesnew addition2025-12-312026-01-26 SMMD ISHARES TR17.9K shares43.79%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available