The Analysis of SPIREPOINT PRIVATE CLIENT, LLC's Holdings

Currently, SPIREPOINT PRIVATE CLIENT, LLC holds 280 types of securities in its portfolio with a total value $951.1M. In the most recent quarter, they have increased their positions in JEPI (+97.0K shares, valued at $5.5M), VOO (+7.2K shares, valued at $4.4M), SFM (+39.6K shares, valued at $4.3M); decreased their positions in ANET (-132.6K shares, valued at $19.3M), MRK (-64.9K shares, valued at $5.4M), UPS (-64.3K shares, valued at $5.4M); initiated new positions in JEPI (+97.0K shares, valued at $5.5M), SFM (+39.6K shares, valued at $4.3M), PHYS (+71.8K shares, valued at $2.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UPS UNITED PARCEL SERVICE INC1.0M shares-5.88%2025-09-302025-10-22

AAPL APPLE INC153.9K shares6.84%2025-09-302025-10-22

MSFT MICROSOFT CORP74.1K shares-0.01%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC200.5K shares-3.22%2025-09-302025-10-22

AVGO BROADCOM INC91.7K shares-0.11%2025-09-302025-10-22

NVDA NVIDIA CORPORATION141.5K shares2.08%2025-09-302025-10-22

CLH CLEAN HARBORS INC104.4K shares-4.31%2025-09-302025-10-22

GOOGL ALPHABET INC89.9K shares2.95%2025-09-302025-10-22

Sponsored

JNJ JOHNSON & JOHNSON103.3K shares2.41%2025-09-302025-10-22

AMZN AMAZON COM INC84.5K shares5.61%2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR55.9K shares2.51%2025-09-302025-10-22

AMLP ALPS ETF TR326.2K shares5.29%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO90.7K shares2.83%2025-09-302025-10-22

AXON AXON ENTERPRISE INC19.3K shares4.36%2025-09-302025-10-22

XLU SELECT SECTOR SPDR TR157.1K shares11.54%2025-09-302025-10-22

NEE NEXTERA ENERGY INC175.0K shares-2.89%2025-09-302025-10-22

Sponsored

LLY ELI LILLY & CO16.9K shares4.31%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS57.2K shares0.07%2025-09-302025-10-22

PANW PALO ALTO NETWORKS INC60.5K shares2.66%2025-09-302025-10-22

V VISA INC34.1K shares4.06%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL22.1K shares0.27%2025-09-302025-10-22

TJX TJX COS INC NEW75.1K shares2.77%2025-09-302025-10-22

VTEB VANGUARD MUN BD FDS214.1K shares18.53%2025-09-302025-10-22

RIVN RIVIAN AUTOMOTIVE INC729.9K shares-11.84%2025-09-302025-10-22

Sponsored

XOM EXXON MOBIL CORP94.3K shares10.11%2025-09-302025-10-22

VOO VANGUARD INDEX FDS16.8K shares75.62%2025-09-302025-10-22

BND VANGUARD BD INDEX FDS135.2K shares14.52%2025-09-302025-10-22

ABBV ABBVIE INC43.3K shares15.40%2025-09-302025-10-22

CVX CHEVRON CORP NEW64.4K shares10.03%2025-09-302025-10-22

WMT WALMART INC92.7K shares8.65%2025-09-302025-10-22

NOC NORTHROP GRUMMAN CORP15.7K shares0.73%2025-09-302025-10-22

GD GENERAL DYNAMICS CORP27.4K shares5.08%2025-09-302025-10-22

Sponsored

HD HOME DEPOT INC22.0K shares4.16%2025-09-302025-10-22

LMT LOCKHEED MARTIN CORP17.4K shares1.25%2025-09-302025-10-22

BSX BOSTON SCIENTIFIC CORP86.1K shares4.94%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.26.1K shares38.72%2025-09-302025-10-22

SO SOUTHERN CO86.2K shares4.02%2025-09-302025-10-22

CI THE CIGNA GROUP27.8K shares2.36%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW8.5K shares-6.26%2025-09-302025-10-22

RCL ROYAL CARIBBEAN GROUP23.8K shares-8.47%2025-09-302025-10-22

Sponsored

PSTG PURE STORAGE INC90.4K shares0.00%2025-09-302025-10-22

QQQ INVESCO QQQ TR12.3K shares14.29%2025-09-302025-10-22

MA MASTERCARD INCORPORATED12.9K shares4.88%2025-09-302025-10-22

UBER UBER TECHNOLOGIES INC74.8K shares21.92%2025-09-302025-10-22

GILD GILEAD SCIENCES INC65.6K shares4.31%2025-09-302025-10-22

GS GOLDMAN SACHS GROUP INC8.8K shares0.25%2025-09-302025-10-22

ORLY OREILLY AUTOMOTIVE INC56.5K shares-0.74%2025-09-302025-10-22

AJG GALLAGHER ARTHUR J & CO19.2K shares2.87%2025-09-302025-10-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC11.6K shares0.83%2025-09-302025-10-22

JEPI J P MORGAN EXCHANGE TRADED F97.0K sharesnew addition2025-09-302025-10-22

FTNT FORTINET INC59.4K shares16.16%2025-09-302025-10-22

INGR INGREDION INC37.0K shares-0.11%2025-09-302025-10-22

SGI SOMNIGROUP INTERNATIONAL INC53.5K shares0.00%2025-09-302025-10-22

GOOG ALPHABET INC17.7K shares1.32%2025-09-302025-10-22

SFM SPROUTS FMRS MKT INC39.6K sharesnew addition2025-09-302025-10-22

OTIS OTIS WORLDWIDE CORP43.1K shares10.82%2025-09-302025-10-22

Sponsored

XYZ BLOCK INC52.5K shares0.00%2025-09-302025-10-22

VLTO VERALTO CORP34.4K shares-5.22%2025-09-302025-10-22

BLK BLACKROCK INC3.1K shares9.73%2025-09-302025-10-22

SPY SPDR S&P 500 ETF TR5.5K shares-0.36%2025-09-302025-10-22

CARR CARRIER GLOBAL CORPORATION60.7K shares547.75%2025-09-302025-10-22

META META PLATFORMS INC4.9K shares19.73%2025-09-302025-10-22

MGK VANGUARD WORLD FD8.7K shares0.87%2025-09-302025-10-22

IVW ISHARES TR28.3K shares1.01%2025-09-302025-10-22

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC85.9K shares-0.14%2025-09-302025-10-22

IVV ISHARES TR4.8K shares2.08%2025-09-302025-10-22

ORCL ORACLE CORP10.4K shares7.65%2025-09-302025-10-22

ACN ACCENTURE PLC IRELAND11.9K shares-0.29%2025-09-302025-10-22

EMR EMERSON ELEC CO22.0K shares0.75%2025-09-302025-10-22

XLE SELECT SECTOR SPDR TR32.0K shares-11.44%2025-09-302025-10-22

VFLO VICTORY PORTFOLIOS II75.9K shares2.41%2025-09-302025-10-22

DGRO ISHARES TR41.7K shares1.37%2025-09-302025-10-22

Sponsored

LRCX LAM RESEARCH CORP20.6K shares-3.49%2025-09-302025-10-22

RECS COLUMBIA ETF TR I65.8K shares1.67%2025-09-302025-10-22

IWF ISHARES TR5.6K shares0.79%2025-09-302025-10-22

ANET ARISTA NETWORKS INC17.9K shares-88.11%2025-09-302025-10-22

NKE NIKE INC36.1K shares0.43%2025-09-302025-10-22

PHYS SPROTT ASSET MANAGEMENT LP71.8K sharesnew addition2025-09-302025-10-22

ITW ILLINOIS TOOL WKS INC8.1K shares0.77%2025-09-302025-10-22

ADP AUTOMATIC DATA PROCESSING IN6.2K shares-0.31%2025-09-302025-10-22

Sponsored

SPYM SPDR SERIES TRUST22.3K shares0.65%2025-09-302025-10-22

FI FISERV INC12.9K shares-0.04%2025-09-302025-10-22

AMGN AMGEN INC5.9K shares8.67%2025-09-302025-10-22

TSLA TESLA INC3.7K shares30.40%2025-09-302025-10-22

UL UNILEVER PLC27.8K shares6.32%2025-09-302025-10-22

C CITIGROUP INC16.2K sharesnew addition2025-09-302025-10-22

SRE SEMPRA18.1K shares-1.97%2025-09-302025-10-22

LIN LINDE PLC3.3K shares2.01%2025-09-302025-10-22

Sponsored

NOBL PROSHARES TR15.4K shares-6.85%2025-09-302025-10-22

AXP AMERICAN EXPRESS CO4.8K shares7.76%2025-09-302025-10-22

PSLV SPROTT ASSET MANAGEMENT LP98.8K sharesnew addition2025-09-302025-10-22

APP APPLOVIN CORP2.1K shares11.02%2025-09-302025-10-22

ETN EATON CORP PLC4.0K shares5.29%2025-09-302025-10-22

VONG VANGUARD SCOTTSDALE FDS12.4K shares1.10%2025-09-302025-10-22

IJH ISHARES TR22.7K shares1.58%2025-09-302025-10-22

CSCO CISCO SYS INC21.6K shares3.98%2025-09-302025-10-22

Sponsored

LOW LOWES COS INC5.5K shares-3.37%2025-09-302025-10-22

ROK ROCKWELL AUTOMATION INC3.9K shares0.00%2025-09-302025-10-22

ABT ABBOTT LABS10.3K shares0.33%2025-09-302025-10-22

PEP PEPSICO INC9.7K shares24.82%2025-09-302025-10-22

IJR ISHARES TR11.4K shares0.75%2025-09-302025-10-22

PM PHILIP MORRIS INTL INC8.3K shares397.53%2025-09-302025-10-22

BAC BANK AMERICA CORP25.9K shares51.48%2025-09-302025-10-22

MCD MCDONALDS CORP4.2K shares30.16%2025-09-302025-10-22

Sponsored

SYK STRYKER CORPORATION3.3K shares-0.36%2025-09-302025-10-22

NSC NORFOLK SOUTHN CORP4.0K shares2.55%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS4.3K shares18.50%2025-09-302025-10-22

HON HONEYWELL INTL INC5.7K shares0.85%2025-09-302025-10-22

BBY BEST BUY INC15.5K shares0.00%2025-09-302025-10-22

PAYC PAYCOM SOFTWARE INC5.3K shares0.00%2025-09-302025-10-22

SHW SHERWIN WILLIAMS CO3.1K shares-8.50%2025-09-302025-10-22

GSLC GOLDMAN SACHS ETF TR8.3K shares-0.72%2025-09-302025-10-22

Sponsored

CLS CELESTICA INC4.4K shares3.03%2025-09-302025-10-22

PGR PROGRESSIVE CORP4.2K shares0.73%2025-09-302025-10-22

SSB SOUTHSTATE BK CORP10.4K sharesnew addition2025-09-302025-10-22

CAT CATERPILLAR INC2.1K shares43.08%2025-09-302025-10-22

RTX RTX CORPORATION5.9K shares6.88%2025-09-302025-10-22

AME AMETEK INC5.1K shares4.82%2025-09-302025-10-22

TM TOYOTA MOTOR CORP5.0K shares-0.30%2025-09-302025-10-22

AR ANTERO RESOURCES CORP28.2K shares0.00%2025-09-302025-10-22

Sponsored

TT TRANE TECHNOLOGIES PLC2.2K shares5.60%2025-09-302025-10-22

MRK MERCK & CO INC11.0K shares-85.51%2025-09-302025-10-22

CPB THE CAMPBELLS COMPANY28.6K shares0.00%2025-09-302025-10-22

QQQJ INVESCO EXCH TRADED FD TR II25.2K shares4.39%2025-09-302025-10-22

COIN COINBASE GLOBAL INC2.6K sharesnew addition2025-09-302025-10-22

GSY INVESCO ACTIVELY MANAGED EXC17.4K shares0.00%2025-09-302025-10-22

CL COLGATE PALMOLIVE CO10.8K shares-3.15%2025-09-302025-10-22

SPGI S&P GLOBAL INC1.7K shares-7.43%2025-09-302025-10-22

Sponsored

KO COCA COLA CO12.5K shares148.74%2025-09-302025-10-22

URI UNITED RENTALS INC865 shares-2.59%2025-09-302025-10-22

IWR ISHARES TR8.5K shares0.00%2025-09-302025-10-22

UNH UNITEDHEALTH GROUP INC2.4K shares-33.86%2025-09-302025-10-22

VTI VANGUARD INDEX FDS2.5K shares-1.31%2025-09-302025-10-22

TXN TEXAS INSTRS INC4.5K shares1.60%2025-09-302025-10-22

VSCO VICTORIAS SECRET AND CO28.8K shares0.00%2025-09-302025-10-22

KKR KKR & CO INC6.0K shares0.00%2025-09-302025-10-22

Sponsored

EFAV ISHARES TR8.9K shares0.00%2025-09-302025-10-22

RY ROYAL BK CDA5.1K shares0.00%2025-09-302025-10-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-22

RPV INVESCO EXCHANGE TRADED FD T7.6K shares-2.36%2025-09-302025-10-22

MDLZ MONDELEZ INTL INC12.0K shares61.09%2025-09-302025-10-22

GLD SPDR GOLD TR2.1K sharesnew addition2025-09-302025-10-22

MET METLIFE INC8.7K shares-6.18%2025-09-302025-10-22

ADI ANALOG DEVICES INC2.9K shares0.07%2025-09-302025-10-22

Sponsored

PFGC PERFORMANCE FOOD GROUP CO6.5K shares-8.09%2025-09-302025-10-22

SBUX STARBUCKS CORP8.0K shares15.09%2025-09-302025-10-22

APD AIR PRODS & CHEMS INC2.4K shares-7.56%2025-09-302025-10-22

XLV SELECT SECTOR SPDR TR4.6K shares-4.24%2025-09-302025-10-22

FANG DIAMONDBACK ENERGY INC4.5K shares-86.95%2025-09-302025-10-22

STRL STERLING INFRASTRUCTURE INC1.9K shares0.00%2025-09-302025-10-22

MOD MODINE MFG CO4.4K shares0.00%2025-09-302025-10-22

GRMN GARMIN LTD2.5K shares0.00%2025-09-302025-10-22

Sponsored

MMC MARSH & MCLENNAN COS INC3.1K shares9.39%2025-09-302025-10-22

VOT VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-10-22

PLD PROLOGIS INC.5.4K shares20.63%2025-09-302025-10-22

CEG CONSTELLATION ENERGY CORP1.9K shares0.82%2025-09-302025-10-22

NFLX NETFLIX INC507 shares23.06%2025-09-302025-10-22

WFC WELLS FARGO CO NEW7.1K sharesnew addition2025-09-302025-10-22

ALL ALLSTATE CORP2.6K shares2.79%2025-09-302025-10-22

VGT VANGUARD WORLD FD759 shares1.34%2025-09-302025-10-22

Sponsored

FCX FREEPORT-MCMORAN INC14.4K shares3.82%2025-09-302025-10-22

MCO MOODYS CORP1.2K shares-3.61%2025-09-302025-10-22

NUE NUCOR CORP4.1K shares-0.17%2025-09-302025-10-22

ISRG INTUITIVE SURGICAL INC1.2K shares7.01%2025-09-302025-10-22

DXPE DXP ENTERPRISES INC4.6K sharesnew addition2025-09-302025-10-22

ADBE ADOBE INC1.5K shares-9.61%2025-09-302025-10-22

BX BLACKSTONE INC3.1K shares22.16%2025-09-302025-10-22

PAYX PAYCHEX INC4.1K shares-6.98%2025-09-302025-10-22

Sponsored

AEP AMERICAN ELEC PWR CO INC4.6K shares1.01%2025-09-302025-10-22

WELL WELLTOWER INC2.9K sharesnew addition2025-09-302025-10-22

EXR EXTRA SPACE STORAGE INC3.6K shares33.36%2025-09-302025-10-22

VUG VANGUARD INDEX FDS1.0K shares-0.38%2025-09-302025-10-22

CRWD CROWDSTRIKE HLDGS INC1.0K shares17.78%2025-09-302025-10-22

FIX COMFORT SYS USA INC595 sharesnew addition2025-09-302025-10-22

LNG CHENIERE ENERGY INC2.1K shares0.00%2025-09-302025-10-22

QCOM QUALCOMM INC2.9K shares-1.39%2025-09-302025-10-22

Sponsored

RSG REPUBLIC SVCS INC2.1K shares4.60%2025-09-302025-10-22

UNP UNION PAC CORP2.0K sharesnew addition2025-09-302025-10-22

DLR DIGITAL RLTY TR INC2.7K shares128.17%2025-09-302025-10-22

PWR QUANTA SVCS INC1.1K shares0.28%2025-09-302025-10-22

PNC PNC FINL SVCS GROUP INC2.2K shares6.72%2025-09-302025-10-22

HBAN HUNTINGTON BANCSHARES INC25.2K shares4.75%2025-09-302025-10-22

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K sharesnew addition2025-09-302025-10-22

PFE PFIZER INC16.9K shares-8.73%2025-09-302025-10-22

Sponsored

AZO AUTOZONE INC99 shares-1.00%2025-09-302025-10-22

STX SEAGATE TECHNOLOGY HLDNGS PL1.7K shares20.96%2025-09-302025-10-22

RMT ROYCE MICRO-CAP TR INC38.5K sharesnew addition2025-09-302025-10-22

KMB KIMBERLY-CLARK CORP3.2K shares4.20%2025-09-302025-10-22

XLP SELECT SECTOR SPDR TR5.1K shares0.00%2025-09-302025-10-22

MDT MEDTRONIC PLC4.1K shares4.00%2025-09-302025-10-22

NET CLOUDFLARE INC1.7K sharesnew addition2025-09-302025-10-22

T AT&T INC13.1K shares7.01%2025-09-302025-10-22

Sponsored

ECL ECOLAB INC1.4K shares-17.28%2025-09-302025-10-22

IWM ISHARES TR1.5K shares0.00%2025-09-302025-10-22

DIS DISNEY WALT CO3.2K sharesnew addition2025-09-302025-10-22

IBKR INTERACTIVE BROKERS GROUP IN5.3K sharesnew addition2025-09-302025-10-22

TMUS T-MOBILE US INC1.5K shares53.11%2025-09-302025-10-22

CB CHUBB LIMITED1.3K shares6.67%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC8.1K shares-37.68%2025-09-302025-10-22

DHR DANAHER CORPORATION1.8K shares-0.89%2025-09-302025-10-22

Sponsored

HDV ISHARES TR2.9K sharesnew addition2025-09-302025-10-22

WDAY WORKDAY INC1.5K shares3.64%2025-09-302025-10-22

CCL CARNIVAL CORP11.9K shares30.43%2025-09-302025-10-22

RVT ROYCE SMALL CAP TRUST INC20.9K sharesnew addition2025-09-302025-10-22

IJT ISHARES TR2.3K shares0.00%2025-09-302025-10-22

EFX EQUIFAX INC1.3K sharesnew addition2025-09-302025-10-22

SHOP SHOPIFY INC2.2K shares9.53%2025-09-302025-10-22

AMT AMERICAN TOWER CORP NEW1.7K sharesnew addition2025-09-302025-10-22

Sponsored

ED CONSOLIDATED EDISON INC3.2K sharesnew addition2025-09-302025-10-22

AGX ARGAN INC1.2K shares0.42%2025-09-302025-10-22

IT GARTNER INC1.2K shares-13.46%2025-09-302025-10-22

BA BOEING CO1.5K sharesnew addition2025-09-302025-10-22

AMAT APPLIED MATLS INC1.6K shares1.50%2025-09-302025-10-22

CMCSA COMCAST CORP NEW10.2K shares-32.78%2025-09-302025-10-22

IWD ISHARES TR1.6K shares0.00%2025-09-302025-10-22

ICE INTERCONTINENTAL EXCHANGE IN1.9K shares8.54%2025-09-302025-10-22

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.0K sharesnew addition2025-09-302025-10-22

PYPL PAYPAL HLDGS INC4.6K shares4.20%2025-09-302025-10-22

BABA ALIBABA GROUP HLDG LTD1.7K sharesnew addition2025-09-302025-10-22

PIPR PIPER SANDLER COMPANIES861 shares1.89%2025-09-302025-10-22

WRB BERKLEY W R CORP3.8K sharesnew addition2025-09-302025-10-22

PH PARKER-HANNIFIN CORP381 shares8.86%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS4.8K shares0.00%2025-09-302025-10-22

MFC MANULIFE FINL CORP9.1K shares21.81%2025-09-302025-10-22

Sponsored

LPLA LPL FINL HLDGS INC851 sharesnew addition2025-09-302025-10-22

VFH VANGUARD WORLD FD2.1K shares0.00%2025-09-302025-10-22

PSN PARSONS CORP DEL3.3K sharesnew addition2025-09-302025-10-22

DE DEERE & CO603 shares-1.63%2025-09-302025-10-22

HOOD ROBINHOOD MKTS INC1.9K sharesnew addition2025-09-302025-10-22

MS MORGAN STANLEY1.7K sharesnew addition2025-09-302025-10-22

ALLE ALLEGION PLC1.5K sharesnew addition2025-09-302025-10-22

WEC WEC ENERGY GROUP INC2.3K shares17.61%2025-09-302025-10-22

Sponsored

ITRN ITURAN LOCATION AND CONTROL7.4K shares-3.17%2025-09-302025-10-22

BWXT BWX TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-22

DVY ISHARES TR1.9K shares0.00%2025-09-302025-10-22

JCI JOHNSON CTLS INTL PLC2.4K shares9.92%2025-09-302025-10-22

DIA SPDR DOW JONES INDL AVERAGE567 shares0.00%2025-09-302025-10-22

AON AON PLC735 shares-30.13%2025-09-302025-10-22

WING WINGSTOP INC1.0K shares3.11%2025-09-302025-10-22

GE GE AEROSPACE849 sharesnew addition2025-09-302025-10-22

Sponsored

DOV DOVER CORP1.5K shares0.00%2025-09-302025-10-22

CCI CROWN CASTLE INC2.6K sharesnew addition2025-09-302025-10-22

CSL CARLISLE COS INC742 shares0.00%2025-09-302025-10-22

IRM IRON MTN INC DEL2.4K sharesnew addition2025-09-302025-10-22

CDNS CADENCE DESIGN SYSTEM INC690 shares1.77%2025-09-302025-10-22

VHT VANGUARD WORLD FD925 shares-9.05%2025-09-302025-10-22

IEFA ISHARES TR2.7K shares0.00%2025-09-302025-10-22

EXC EXELON CORP5.3K shares0.00%2025-09-302025-10-22

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BSY BENTLEY SYS INC4.2K sharesnew addition2025-09-302025-10-22

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VB VANGUARD INDEX FDS850 shares0.00%2025-09-302025-10-22

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CRM SALESFORCE INC898 shares-24.22%2025-09-302025-10-22

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NDSN NORDSON CORP923 sharesnew addition2025-09-302025-10-22

LII LENNOX INTL INC395 sharesnew addition2025-09-302025-10-22

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VO VANGUARD INDEX FDS708 sharesnew addition2025-09-302025-10-22

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BGR BLACKROCK ENERGY & RES TR10.0K sharesnew addition2025-09-302025-10-22

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CMU MFS HIGH YIELD MUN TR16.2K sharesnew addition2025-09-302025-10-22

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