Sponsored

The Analysis of Single Point Partners, LLC's Holdings & P&L

Currently, Single Point Partners, LLC holds 102 types of securities in its portfolio with a total value $568.0M. In the most recent quarter, they have increased their positions in VO (+182.7K shares, valued at $14.7M), N/A (+36.7K shares, valued at $1.2M), BND (+12.0K shares, valued at $878.4K); decreased their positions in N/A (-1.4K shares, valued at $1.0M), IWB (-1.3K shares, valued at $513.9K), VB (-1.5K shares, valued at $449.2K); initiated new positions in MU (+535 shares, valued at $617.5K), IBTI (+15.0K shares, valued at $332.0K), N/A (+13.3K shares, valued at $331.6K).

1M P&L

-1.6M-0.22%

3M P&L

+20.6M+2.93%

HY P&L

+11.7M+1.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A298.3M

94.9%

2Consumer Electronics4.3M

1.4%

3Internet Content & Information2.5M

0.8%

Top Industries by Stock Count

1N/A59 stocks

69.4%

2Semiconductors3 stocks

3.5%

3Internet Content & Information2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR222.6K shares-0.61%2026-06-302026-07-16

IJH ISHARES TR720.1K shares0.69%2026-06-302026-07-16

ISHARES TR ISHARES TR1.6M shares2.35%2026-06-302026-07-16

IJR ISHARES TR244.7K shares0.42%2026-06-302026-07-16

IWB ISHARES TR55.5K shares-2.21%2026-06-302026-07-16

ISHARES TR ISHARES TR219.7K shares1.99%2026-06-302026-07-16

VO VANGUARD INDEX FDS246.0K shares288.24%2026-06-302026-07-16

VTEB VANGUARD MUN BD FDS329.0K shares3.65%2026-06-302026-07-16

Sponsored

ITOT ISHARES TR2.2M shares0.07%2026-06-302026-07-16

MUB ISHARES TR128.1K shares-1.35%2026-06-302026-07-16

IEMG ISHARES INC153.6K shares-2.91%2026-06-302026-07-16

VB VANGUARD INDEX FDS37.7K shares-3.78%2026-06-302026-07-16

FLOT ISHARES TR187.6K shares9.17%2026-06-302026-07-16

IWM ISHARES TR29.4K shares-0.73%2026-06-302026-07-16

USHY ISHARES TR199.6K shares7.69%2026-06-302026-07-16

VOO VANGUARD INDEX FDS10.3K shares0.09%2026-06-302026-07-16

Sponsored

SUB ISHARES TR62.5K shares-1.07%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS92.2K shares0.34%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS14.9K shares0.73%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.2K shares-3.73%2026-06-302026-07-16

IWV ISHARES TR10.7K shares0.06%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS61.9K shares23.97%2026-06-302026-07-16

SPEM SPDR INDEX SHS FDS84.8K shares-0.11%2026-06-302026-07-16

AAPL APPLE INC14.7K shares-2.47%2026-06-302026-07-16

Sponsored

IXUS ISHARES TR190.7K shares0.64%2026-06-302026-07-16

VXF VANGUARD INDEX FDS13.8K shares-1.56%2026-06-302026-07-16

SHY ISHARES TR32.6K shares-0.58%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F44.1K shares-1.46%2026-06-302026-07-16

VTES VANGUARD WELLINGTON FD17.4K shares11.65%2026-06-302026-07-16

SCHM SCHWAB STRATEGIC TR41.5K shares0.47%2026-06-302026-07-16

BAC BANK OF AMER CORP25.7K shares0.02%2026-06-302026-07-16

GOOG ALPHABET INC97.5K shares-0.30%2026-06-302026-07-16

Sponsored

BKLC BNY MELLON ETF TRUST9.1K shares0.33%2026-06-302026-07-16

GOOGL ALPHABET INC3.3K shares-7.28%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.5K shares0.03%2026-06-302026-07-16

GLD SPDR GOLD TR2.7K shares0.37%2026-06-302026-07-16

IVW ISHARES TR7.1K shares0.00%2026-06-302026-07-16

VUG VANGUARD INDEX FDS10.9K shares485.69%2026-06-302026-07-16

VYM VANGUARD WHITEHALL FDS5.7K shares0.10%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR31.7K shares-1.40%2026-06-302026-07-16

Sponsored

AMZN AMAZON COM INC3.7K shares4.34%2026-06-302026-07-16

SCHX SCHWAB STRATEGIC TR29.7K shares2.06%2026-06-302026-07-16

XHLF BONDBLOXX ETF TRUST16.8K shares-1.91%2026-06-302026-07-16

IWF ISHARES TR6.8K shares222.44%2026-06-302026-07-16

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-06-302026-07-16

GBIL GOLDMAN SACHS ETF TR7.9K shares-5.46%2026-06-302026-07-16

MSFT MICROSOFT CORP1.9K shares-1.42%2026-06-302026-07-16

ESGU ISHARES TR4.0K shares2.89%2026-06-302026-07-16

Sponsored

HYG ISHARES TR7.8K shares-0.76%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC535 sharesnew addition2026-06-302026-07-16

VEU VANGUARD INTL EQUITY INDEX F7.3K shares-0.76%2026-06-302026-07-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.9K shares0.47%2026-06-302026-07-16

TIP ISHARES TR5.6K shares0.00%2026-06-302026-07-16

EFIV SPDR SERIES TRUST8.2K shares0.09%2026-06-302026-07-16

DFAC DIMENSIONAL ETF TRUST11.2K shares0.00%2026-06-302026-07-16

QQQ INVESCO QQQ TR626 shares-3.84%2026-06-302026-07-16

Sponsored

HD HOME DEPOT INC1.2K shares2.66%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL853 shares0.00%2026-06-302026-07-16

JNK SPDR SERIES TRUST4.3K shares-1.58%2026-06-302026-07-16

NVDA NVIDIA CORPORATION2.0K shares-6.64%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-4.86%2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC2.9K shares-2.13%2026-06-302026-07-16

BROADCOM INC BROADCOM INC1.0K shares31.87%2026-06-302026-07-16

IWD ISHARES TR1.5K shares-0.20%2026-06-302026-07-16

Sponsored

META PLATFORMS INC META PLATFORMS INC596 shares7.39%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION1.8K shares14.57%2026-06-302026-07-16

IBTI ISHARES TR15.0K sharesnew addition2026-06-302026-07-16

ISHARES TR ISHARES TR13.3K sharesnew addition2026-06-302026-07-16

IBTQ ISHARES TR13.2K sharesnew addition2026-06-302026-07-16

IBTJ ISHARES TR15.3K sharesnew addition2026-06-302026-07-16

IBTP ISHARES TR13.0K sharesnew addition2026-06-302026-07-16

IBTK ISHARES TR16.9K sharesnew addition2026-06-302026-07-16

Sponsored

IBTO ISHARES TR13.7K sharesnew addition2026-06-302026-07-16

IBTM ISHARES TR14.6K sharesnew addition2026-06-302026-07-16

IBTL ISHARES TR16.4K sharesnew addition2026-06-302026-07-16

SPHQ INVESCO EXCHANGE TRADED FD T3.6K shares0.19%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON1.3K shares11.66%2026-06-302026-07-16

EBC EASTERN BANKSHARES INC14.0K shares0.72%2026-06-302026-07-16

C CITIGROUP INC2.2K shares0.00%2026-06-302026-07-16

GLW CORNING INC1.2K sharesnew addition2026-06-302026-07-16

Sponsored

MKS INC. MKS INC.670 sharesnew addition2026-06-302026-07-16

PEG PUBLIC SVC ENTERPRISE GROUP3.6K shares0.00%2026-06-302026-07-16

IVE ISHARES TR1.3K shares0.00%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC462 sharesnew addition2026-06-302026-07-16

SCHC SCHWAB STRATEGIC TR5.5K shares-0.29%2026-06-302026-07-16

LOW LOWES COS INC1.2K shares-4.00%2026-06-302026-07-16

VISA INC VISA INC759 shares-1.30%2026-06-302026-07-16

GEV GE VERNOVA INC220 sharesnew addition2026-06-302026-07-16

Sponsored

AXP AMERICAN EXPRESS CO729 sharesnew addition2026-06-302026-07-16

LLY ELI LILLY & CO201 sharesnew addition2026-06-302026-07-16

VSS VANGUARD INTL EQUITY INDEX F1.5K shares-2.07%2026-06-302026-07-16

KO COCA COLA CO2.9K shares-7.50%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.9K shares2.16%2026-06-302026-07-16

ABBVIE INC ABBVIE INC883 sharesnew addition2026-06-302026-07-16

CORTEVA INC CORTEVA INC2.5K shares0.00%2026-06-302026-07-16

DE DEERE & CO336 sharesnew addition2026-06-302026-07-16

Sponsored

EFG ISHARES TR1.7K sharesnew addition2026-06-302026-07-16

CAT CATERPILLAR INC200 sharesnew addition2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC5.0K shares0.00%2026-06-302026-07-16

SPDR SERIES TRUST SPDR SERIES TRUST2.4K sharesnew addition2026-06-302026-07-16

ACWX ISHARES TR13.4K shares23.72%2026-06-302026-07-16

SMMD ISHARES TR22.8K shares27.31%2026-06-302026-07-16

ISHARES TR

-0.61%

Shares222.6K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

0.69%

Shares720.1K

Event2026-06-30

Filed2026-07-16

ISHARES TR

2.35%

Shares1.6M

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

0.42%

Shares244.7K

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

-2.21%

Shares55.5K

Event2026-06-30

Filed2026-07-16

ISHARES TR

1.99%

Shares219.7K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

288.24%

Shares246.0K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

3.65%

Shares329.0K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR

0.07%

Shares2.2M

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

-1.35%

Shares128.1K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-2.91%

Shares153.6K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-3.78%

Shares37.7K

Event2026-06-30

Filed2026-07-16

FLOT

ISHARES TR

9.17%

Shares187.6K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES TR

-0.73%

Shares29.4K

Event2026-06-30

Filed2026-07-16

USHY

ISHARES TR

7.69%

Shares199.6K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

0.09%

Shares10.3K

Event2026-06-30

Filed2026-07-16

SUB

ISHARES TR

-1.07%

Shares62.5K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

0.34%

Shares92.2K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.73%

Shares14.9K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-3.73%

Shares7.2K

Event2026-06-30

Filed2026-07-16

IWV

ISHARES TR

0.06%

Shares10.7K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

23.97%

Shares61.9K

Event2026-06-30

Filed2026-07-16

SPEM

SPDR INDEX SHS FDS

-0.11%

Shares84.8K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-2.47%

Shares14.7K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES TR

0.64%

Shares190.7K

Event2026-06-30

Filed2026-07-16

VXF

VANGUARD INDEX FDS

-1.56%

Shares13.8K

Event2026-06-30

Filed2026-07-16

SHY

ISHARES TR

-0.58%

Shares32.6K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

-1.46%

Shares44.1K

Event2026-06-30

Filed2026-07-16

VTES

VANGUARD WELLINGTON FD

11.65%

Shares17.4K

Event2026-06-30

Filed2026-07-16

SCHM

SCHWAB STRATEGIC TR

0.47%

Shares41.5K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

0.02%

Shares25.7K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

-0.30%

Shares97.5K

Event2026-06-30

Filed2026-07-16

BKLC

BNY MELLON ETF TRUST

0.33%

Shares9.1K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-7.28%

Shares3.3K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

0.03%

Shares3.5K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

0.37%

Shares2.7K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

485.69%

Shares10.9K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD WHITEHALL FDS

0.10%

Shares5.7K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

-1.40%

Shares31.7K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

4.34%

Shares3.7K

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB STRATEGIC TR

2.06%

Shares29.7K

Event2026-06-30

Filed2026-07-16

XHLF

BONDBLOXX ETF TRUST

-1.91%

Shares16.8K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR

222.44%

Shares6.8K

Event2026-06-30

Filed2026-07-16

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

GBIL

GOLDMAN SACHS ETF TR

-5.46%

Shares7.9K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-1.42%

Shares1.9K

Event2026-06-30

Filed2026-07-16

ESGU

ISHARES TR

2.89%

Shares4.0K

Event2026-06-30

Filed2026-07-16

HYG

ISHARES TR

-0.76%

Shares7.8K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

New

Shares535

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

-0.76%

Shares7.3K

Event2026-06-30

Filed2026-07-16

ACCENTURE PLC IRELAND

0.47%

Shares4.9K

Event2026-06-30

Filed2026-07-16

TIP

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-16

EFIV

SPDR SERIES TRUST

0.09%

Shares8.2K

Event2026-06-30

Filed2026-07-16

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-3.84%

Shares626

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

2.66%

Shares1.2K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares853

Event2026-06-30

Filed2026-07-16

JNK

SPDR SERIES TRUST

-1.58%

Shares4.3K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-6.64%

Shares2.0K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

-4.86%

Shares1.4K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

-2.13%

Shares2.9K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

31.87%

Shares1.0K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

-0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

7.39%

Shares596

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

14.57%

Shares1.8K

Event2026-06-30

Filed2026-07-16

IBTI

ISHARES TR

New

Shares15.0K

Event2026-06-30

Filed2026-07-16

ISHARES TR

New

Shares13.3K

Event2026-06-30

Filed2026-07-16

IBTQ

ISHARES TR

New

Shares13.2K

Event2026-06-30

Filed2026-07-16

IBTJ

ISHARES TR

New

Shares15.3K

Event2026-06-30

Filed2026-07-16

IBTP

ISHARES TR

New

Shares13.0K

Event2026-06-30

Filed2026-07-16

IBTK

ISHARES TR

New

Shares16.9K

Event2026-06-30

Filed2026-07-16

IBTO

ISHARES TR

New

Shares13.7K

Event2026-06-30

Filed2026-07-16

IBTM

ISHARES TR

New

Shares14.6K

Event2026-06-30

Filed2026-07-16

IBTL

ISHARES TR

New

Shares16.4K

Event2026-06-30

Filed2026-07-16

SPHQ

INVESCO EXCHANGE TRADED FD T

0.19%

Shares3.6K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

11.66%

Shares1.3K

Event2026-06-30

Filed2026-07-16

EBC

EASTERN BANKSHARES INC

0.72%

Shares14.0K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

MKS INC.

New

Shares670

Event2026-06-30

Filed2026-07-16

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

New

Shares462

Event2026-06-30

Filed2026-07-16

SCHC

SCHWAB STRATEGIC TR

-0.29%

Shares5.5K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

-4.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

VISA INC

-1.30%

Shares759

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

New

Shares220

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

New

Shares729

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

New

Shares201

Event2026-06-30

Filed2026-07-16

VSS

VANGUARD INTL EQUITY INDEX F

-2.07%

Shares1.5K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

-7.50%

Shares2.9K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

2.16%

Shares1.9K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

New

Shares883

Event2026-06-30

Filed2026-07-16

CORTEVA INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

DEERE & CO

New

Shares336

Event2026-06-30

Filed2026-07-16

EFG

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

New

Shares200

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

SPDR SERIES TRUST

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

ACWX

ISHARES TR

23.72%

Shares13.4K

Event2026-06-30

Filed2026-07-16

SMMD

ISHARES TR

27.31%

Shares22.8K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

XYLD Call CallGLOBAL X FDS22.1K sharesnew addition2026-06-302026-07-16

XYLD Call

GLOBAL X FDS

New

Shares22.1K

Event2026-06-30

Filed2026-07-16

Put Option Holdings

No put option holdings data available