Shorepoint Capital Partners LLC Purchases in Q3 2025

Shorepoint Capital Partners LLC

  • $469 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
8.41K
+ 18.06%
$120.96 - $141.77 $1.02M - $1.19M
55K $7.8M
AMT
American Tower Corp

Real Estate
15.8K
New
$192.32 - $232.35 $3.04M - $3.68M
15.8K $3.04M
GOOGL
Alphabet Inc.

Communication Services
285
+ 0.85%
$174.36 - $254.72 $49.7K - $72.6K
33.7K $8.18M
ETN
Eaton Corp PLC

Industrials
761
+ 3.09%
$342.99 - $392.76 $261K - $299K
25.4K $9.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 4.16%
$28.92 - $32.19 $396K - $441K
343K $10.8M
CME
Cme Group Inc.

Financial Services
9.26K
New
$258.83 - $287.1 $2.4M - $2.66M
9.26K $2.5M
NVDA
Nvidia Corp

Technology
870
+ 3.31%
$153.3 - $186.58 $133K - $162K
27.2K $5.07M
PG
Procter & Gamble CO

Consumer Defensive
13.5K
+ 868.04%
$150.47 - $161.22 $2.03M - $2.18M
15.1K $2.31M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
26.3K
+ 3.69%
$45.26 - $46.63 $1.19M - $1.23M
739K $34.2M
VRT
Vertiv Holdings CO

Industrials
17.5K
+ 135.31%
N/A
30.5K $2.64M
PANW
Palo Alto Networks Inc

Technology
676
+ 2.8%
$167.06 - $208.19 $113K - $141K
24.8K $5.05M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.9K
+ 13.62%
$49.09 - $50.58 $828K - $853K
141K $7.09M
BAC
Bank Of America Corp

Financial Services
800
+ 1.04%
$44.92 - $52.42 $35.9K - $41.9K
77.5K $4M
AMZN
Amazon Com Inc

Consumer Cyclical
379
+ 1.62%
$211.65 - $238.24 $80.2K - $90.3K
23.8K $5.22M
QCOM
Qualcomm Inc

Technology
966
+ 2.46%
$145.84 - $173.55 $141K - $168K
40.2K $6.69M
PNC
Pnc Financial Services Group, Inc.

Financial Services
288
+ 1.24%
$185.88 - $207.44 $53.5K - $59.7K
23.5K $4.71M
ORCL
Oracle Corp

Technology
92
+ 2.19%
$218.96 - $328.33 $20.1K - $30.2K
4.3K $1.21M
PSX
Phillips 66

Energy
843
+ 2.17%
$118.37 - $139.46 $99.8K - $118K
39.7K $5.39M
VLO
Valero Energy Corp

Energy
492
+ 4.98%
$131.77 - $175.63 $64.8K - $86.4K
10.4K $1.77M
NEE
Nextera Energy Inc

Utilities
3.47K
+ 10.95%
$69.77 - $77.54 $242K - $269K
35.2K $2.65M
FANG
Diamondback Energy, Inc.

Energy
5.05K
+ 22.77%
$134.53 - $152.5 $679K - $770K
27.2K $3.9M
MAR
Marriott International Inc

Consumer Cyclical
354
+ 3.9%
$255.35 - $282.87 $90.4K - $100K
9.43K $2.46M
GLD
Spdr Gold Trust

ETFs
168
+ 5.02%
$300.96 - $355.47 $50.6K - $59.7K
3.52K $1.25M
MDT
Medtronic PLC

Healthcare
674
+ 1.92%
$87.67 - $95.74 $59.1K - $64.5K
35.7K $3.4M
PFE
Pfizer Inc

Healthcare
8.68K
+ 7.78%
$23.29 - $25.88 $202K - $225K
120K $3.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.05K
+ 1.99%
$23.82 - $25.84 $25K - $27.1K
53.7K $1.36M
SO
Southern CO

Utilities
649
+ 1.32%
$90.83 - $96.0 $58.9K - $62.3K
49.9K $4.73M
PFIS
Peoples Financial Services Corp.

Financial Services
2.34K
New
$46.9 - $53.69 $110K - $126K
2.34K $114K
UNP
Union Pacific Corp

Industrials
260
+ 2.31%
$214.91 - $237.16 $55.9K - $61.7K
11.5K $2.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
15
+ 0.6%
$135.0 - $146.02 $2.03K - $2.19K
2.53K $368K
Morgan Stanley ETF Trust
60.5K
+ 17.67%
N/A
403K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
100
+ 0.98%
N/A
10.3K $0
Ge Vernova Inc
307
+ 6.01%
N/A
5.41K $0
Cohen & Steers ETF Trust
97.4K
+ 49.38%
N/A
295K $0
SJM
J M Smucker CO

Consumer Defensive
2.44K
+ 8.46%
$102.24 - $113.2 $249K - $276K
31.2K $3.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.0%
$459.11 - $506.91 $3.67K - $4.06K
809 $406K
STZ
Constellation Brands, Inc.

Consumer Defensive
3.02K
+ 33.48%
$131.78 - $176.09 $398K - $532K
12K $1.62M
ZTS
Zoetis Inc.

Healthcare
1.48K
+ 10.63%
$141.13 - $159.19 $208K - $235K
15.4K $2.25M
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 1.64%
$40.84 - $45.06 $66K - $72.8K
100K $4.39M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.13K
+ 6.17%
$60.9 - $70.75 $191K - $222K
53.9K $3.37M
CRM
Salesforce, Inc.

Technology
901
+ 9.36%
$231.66 - $273.65 $209K - $247K
10.5K $2.49M
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 0.49%
$291.67 - $316.99 $19K - $20.6K
13.3K $4.06M
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 0.73%
$915.95 - $994.57 $49.5K - $53.7K
7.42K $6.87M
MRK
Merck & Co., Inc.

Healthcare
1.11K
+ 2.29%
$77.6 - $87.37 $86.2K - $97.1K
49.7K $4.17M
PEP
Pepsico Inc

Consumer Defensive
891
+ 2.43%
$133.81 - $152.16 $119K - $136K
37.6K $5.28M
NVO
Novo Nordisk A S

Healthcare
11.6K
+ 15.28%
$45.38 - $71.7 $524K - $829K
87.2K $4.84M
BMY
Bristol Myers Squibb CO

Healthcare
5.78K
+ 9.34%
$43.31 - $48.98 $250K - $283K
67.7K $3.05M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
315
+ 3.12%
$366.54 - $479.53 $115K - $151K
10.4K $4.08M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Shorepoint Capital Partners LLC Portfolio

Follow Shorepoint Capital Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shorepoint Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shorepoint Capital Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email