The Analysis of Single Point Partners, LLC's Holdings
Currently, Single Point Partners, LLC holds 89 types of securities in its portfolio with a total value $492.7M. In the most recent quarter, they have increased their positions in IVV (+2.8K shares, valued at $1.8M), BND (+22.7K shares, valued at $1.7M), IJH (+12.8K shares, valued at $836.7K); decreased their positions in GOOGL (-1.1K shares, valued at $266.9K), MSFT (-398 shares, valued at $206.1K), JPM (-631 shares, valued at $199.0K); initiated new positions in C (+2.1K shares, valued at $212.9K), ABBV (+912 shares, valued at $211.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR221.5K shares1.26%2025-09-302025-10-20
IJH ISHARES TR703.0K shares1.86%2025-09-302025-10-20 AGG ISHARES TR422.7K shares2.08%2025-09-302025-10-20 IJR ISHARES TR242.5K shares1.37%2025-09-302025-10-20 IWB ISHARES TR58.1K shares-0.62%2025-09-302025-10-20 VO VANGUARD INDEX FDS64.2K shares0.14%2025-09-302025-10-20 IEFA ISHARES TR210.8K shares3.91%2025-09-302025-10-20 VTEB VANGUARD MUN BD FDS311.5K shares2.11%2025-09-302025-10-20 MUB ISHARES TR122.8K shares-0.75%2025-09-302025-10-20 ITOT ISHARES TR76.5K shares-0.78%2025-09-302025-10-20 IEMG ISHARES INC157.5K shares1.04%2025-09-302025-10-20 VB VANGUARD INDEX FDS39.3K shares1.01%2025-09-302025-10-20 FLOT ISHARES TR157.2K shares6.86%2025-09-302025-10-20 IWM ISHARES TR29.0K shares1.04%2025-09-302025-10-20 SUB ISHARES TR60.9K shares14.17%2025-09-302025-10-20 USHY ISHARES TR170.4K shares6.45%2025-09-302025-10-20 VOO VANGUARD INDEX FDS10.1K shares3.85%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS91.0K shares-0.58%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR7.5K shares-0.01%2025-09-302025-10-20 VTI VANGUARD INDEX FDS13.8K shares-1.83%2025-09-302025-10-20 AAPL APPLE INC17.0K shares10.70%2025-09-302025-10-20 IWV ISHARES TR10.7K shares0.20%2025-09-302025-10-20 SPEM SPDR INDEX SHS FDS85.6K shares-0.07%2025-09-302025-10-20 BND VANGUARD BD INDEX FDS47.6K shares90.78%2025-09-302025-10-20 VXF VANGUARD INDEX FDS14.0K shares-0.01%2025-09-302025-10-20 IXUS ISHARES TR33.5K shares0.35%2025-09-302025-10-20 SHY ISHARES TR33.4K shares-2.39%2025-09-302025-10-20 VWO VANGUARD INTL EQUITY INDEX F50.1K shares-3.12%2025-09-302025-10-20 MSFT MICROSOFT CORP3.2K shares-11.02%2025-09-302025-10-20 GOOG ALPHABET INC246.7K shares-0.40%2025-09-302025-10-20 VTES VANGUARD WELLINGTON FD13.8K shares0.89%2025-09-302025-10-20 BAC BANK AMERICA CORP26.7K shares-3.32%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.4.2K shares-13.14%2025-09-302025-10-20 SCHM SCHWAB STRATEGIC TR39.5K shares0.07%2025-09-302025-10-20 GOOGL ALPHABET INC4.8K shares-18.57%2025-09-302025-10-20 BKLC BNY MELLON ETF TRUST9.1K shares0.27%2025-09-302025-10-20 ACN ACCENTURE PLC IRELAND4.6K shares2.39%2025-09-302025-10-20 IWF ISHARES TR2.3K shares-5.43%2025-09-302025-10-20 GLD SPDR GOLD TR2.7K shares0.00%2025-09-302025-10-20 IVW ISHARES TR7.3K shares-0.69%2025-09-302025-10-20 VUG VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-20 VYM VANGUARD WHITEHALL FDS5.9K shares1.81%2025-09-302025-10-20 AMZN AMAZON COM INC3.7K shares-15.70%2025-09-302025-10-20 GBIL GOLDMAN SACHS ETF TR7.9K shares-7.52%2025-09-302025-10-20 SCHX SCHWAB STRATEGIC TR29.1K shares-2.64%2025-09-302025-10-20 MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares0.00%2025-09-302025-10-20 SCHF SCHWAB STRATEGIC TR31.8K shares0.00%2025-09-302025-10-20 HYG ISHARES TR8.4K shares-1.06%2025-09-302025-10-20 TIP ISHARES TR5.2K shares0.00%2025-09-302025-10-20 VEU VANGUARD INTL EQUITY INDEX F7.4K shares0.09%2025-09-302025-10-20 EFIV SPDR SERIES TRUST8.2K shares0.07%2025-09-302025-10-20 META META PLATFORMS INC711 shares-18.74%2025-09-302025-10-20 HD HOME DEPOT INC1.2K shares6.99%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.54%2025-09-302025-10-20 NVDA NVIDIA CORPORATION2.4K shares-8.44%2025-09-302025-10-20 DFAC DIMENSIONAL ETF TRUST11.2K shares-30.33%2025-09-302025-10-20 JNK SPDR SERIES TRUST4.4K shares0.50%2025-09-302025-10-20 ESGU ISHARES TR2.8K shares2.87%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL799 shares22.17%2025-09-302025-10-20 QQQ INVESCO QQQ TR660 shares-4.35%2025-09-302025-10-20 IWD ISHARES TR1.8K shares-1.89%2025-09-302025-10-20 PLTR PALANTIR TECHNOLOGIES INC2.0K shares4.26%2025-09-302025-10-20 AEP AMERICAN ELEC PWR CO INC3.1K shares0.00%2025-09-302025-10-20 TJX TJX COS INC NEW2.3K shares-0.09%2025-09-302025-10-20 LOW LOWES COS INC1.3K shares-1.18%2025-09-302025-10-20 SCHC SCHWAB STRATEGIC TR6.7K shares-0.56%2025-09-302025-10-20 PEG PUBLIC SVC ENTERPRISE GRP IN3.6K shares0.00%2025-09-302025-10-20 RTX RTX CORPORATION1.8K shares-11.45%2025-09-302025-10-20 V VISA INC867 shares3.96%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW311 shares6.51%2025-09-302025-10-20 IVE ISHARES TR1.3K shares0.00%2025-09-302025-10-20 SPHQ INVESCO EXCHANGE TRADED FD T3.6K shares2.91%2025-09-302025-10-20 BX BLACKSTONE INC1.5K shares0.48%2025-09-302025-10-20 EBC EASTERN BANKSHARES INC13.8K shares0.25%2025-09-302025-10-20 VSS VANGUARD INTL EQUITY INDEX F1.7K shares-23.94%2025-09-302025-10-20 PEP PEPSICO INC1.6K shares-8.40%2025-09-302025-10-20 AVGO BROADCOM INC690 shares-15.44%2025-09-302025-10-20 HON HONEYWELL INTL INC1.1K shares-0.94%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC5.0K shares-0.79%2025-09-302025-10-20 AXP AMERICAN EXPRESS CO654 shares-4.11%2025-09-302025-10-20 SPGI S&P GLOBAL INC442 shares-7.34%2025-09-302025-10-20 T AT&T INC7.6K shares-0.12%2025-09-302025-10-20 C CITIGROUP INC2.1K sharesnew addition2025-09-302025-10-20 SCZ ISHARES TR2.8K shares-20.64%2025-09-302025-10-20 ABBV ABBVIE INC912 sharesnew addition2025-09-302025-10-20 KO COCA COLA CO3.1K shares-1.11%2025-09-302025-10-20 QUAL ISHARES TR1.1K shares-8.04%2025-09-302025-10-20 ILPT INDUSTRIAL LOGISTICS PPTYS T15.5K shares47.62%2025-09-302025-10-20 SMMD ISHARES TR12.4K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available