Shorepoint Capital Partners LLC Incresed Positions in Q4 2024

Shorepoint Capital Partners LLC

  • $419 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.89K
+ 311.9%
$117.0 - $148.88 $923K - $1.17M
10.4K $1.4M
DELL
Dell Technologies Inc.

Technology
9.98K
+ 43.28%
$111.96 - $144.21 $1.12M - $1.44M
33K $3.81M
UPS
United Parcel Service Inc

Industrials
8.69K
+ 82.51%
$122.65 - $138.35 $1.07M - $1.2M
19.2K $2.42M
GOOGL
Alphabet Inc.

Communication Services
586
+ 1.84%
$161.86 - $196.66 $94.8K - $115K
32.4K $6.13M
AMZN
Amazon Com Inc

Consumer Cyclical
527
+ 2.43%
$180.88 - $232.93 $95.3K - $123K
22.2K $4.87M
EW
Edwards Lifesciences Corp

Healthcare
1.74K
+ 2.56%
$64.54 - $75.92 $112K - $132K
69.7K $5.16M
PFE
Pfizer Inc

Healthcare
29.5K
+ 44.28%
$24.8 - $30.19 $732K - $891K
96.2K $2.55M
CRM
Salesforce, Inc.

Technology
261
+ 3.11%
$270.87 - $367.87 $70.7K - $96K
8.67K $2.9M
V
Visa Inc.

Financial Services
219
+ 1.84%
$273.87 - $320.91 $60K - $70.3K
12.1K $3.83M
GOOG
Alphabet Inc.

Communication Services
125
+ 0.68%
$163.08 - $198.16 $20.4K - $24.8K
18.6K $3.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
242K
+ 289.52%
$25.93 - $105.3 $6.27M - $25.5M
326K $9.07M
BAC
Bank Of America Corp

Financial Services
979
+ 1.31%
$39.22 - $47.77 $38.4K - $46.8K
75.7K $3.33M
BMY
Bristol Myers Squibb CO

Healthcare
1.25K
+ 2.18%
$51.92 - $59.94 $64.8K - $74.8K
58.4K $3.3M
MAR
Marriott International Inc

Consumer Cyclical
168
+ 1.96%
$246.06 - $292.59 $41.3K - $49.2K
8.74K $2.44M
COST
Costco Wholesale Corp

Consumer Defensive
85
+ 1.15%
$873.59 - $994.69 $74.3K - $84.5K
7.45K $6.82M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
33.5K
+ 5.18%
$44.87 - $46.86 $1.5M - $1.57M
680K $30.5M
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.01%
$112.15 - $127.2 $897 - $1.02K
60.7K $7.34M
MSFT
Microsoft Corp

Technology
1.07K
+ 3.54%
$406.35 - $454.46 $436K - $488K
31.4K $13.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.02K
+ 5.04%
$50.02 - $51.24 $301K - $309K
126K $6.3M
VB
Vanguard Small Cap ETF

ETFs
516
+ 7.48%
$233.76 - $261.58 $121K - $135K
7.41K $1.78M
DE
Deere & CO

Industrials
166
+ 2.06%
$389.45 - $466.0 $64.6K - $77.4K
8.21K $3.48M
ORCL
Oracle Corp

Technology
600
+ 15.43%
$165.41 - $192.43 $99.2K - $115K
4.49K $747K
VUG
Vanguard Growth ETF

ETFs
9
+ 1.02%
$378.79 - $428.11 $3.41K - $3.85K
893 $366K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.9K
+ 199.58%
$22.01 - $66.82 $790K - $2.4M
53.9K $1.22M
VV
Vanguard Large Cap ETF

ETFs
18
+ 1.45%
$260.27 - $280.65 $4.68K - $5.05K
1.26K $338K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.36%
$124.26 - $134.12 $1.12K - $1.21K
2.51K $322K
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 5.28%
$385.02 - $431.37 $33.5K - $37.5K
1.73K $674K
VIG
Vanguard Dividend Appreciation

ETFs
29
+ 1.71%
N/A
1.72K $314K
Maplebear Inc
919
+ 14.9%
N/A
7.09K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
1.6K
+ 18.6%
N/A
10.2K $0
Morgan Stanley ETF Trust
73.7K
+ 30.61%
N/A
314K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
572
+ 8.17%
$44.04 - $49.49 $25.2K - $28.3K
7.58K $333K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.25%
$442.29 - $483.08 $885 - $966
811 $367K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.4K
+ 2.8%
$12.43 - $13.36 $17.4K - $18.7K
51.4K $644K
CVX
Chevron Corp

Energy
809
+ 1.53%
$141.15 - $162.53 $114K - $131K
53.7K $7.78M
RC
Ready Capital Corp

Real Estate
1.5K
+ 2.38%
$6.71 - $7.57 $10.1K - $11.4K
64.5K $439K
XOM
Exxon Mobil Corp

Energy
30
+ 0.54%
$105.51 - $125.37 $3.17K - $3.76K
5.6K $602K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
2.67K
+ 1.23%
$46.63 - $47.41 $125K - $127K
220K $10.2M
FANG
Diamondback Energy, Inc.

Energy
620
+ 3.04%
$153.06 - $199.5 $94.9K - $124K
21K $3.44M
VZ
Verizon Communications Inc

Communication Services
7.89K
+ 8.98%
$39.6 - $45.21 $312K - $357K
95.7K $3.83M
SJM
J M Smucker CO

Consumer Defensive
818
+ 3.1%
$106.92 - $121.75 $87.5K - $99.6K
27.2K $3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2
+ 0.01%
$33.77 - $44.09 $67.5 - $88.2
35.3K $1.2M
RTX
Raytheon Technologies Corp

Industrials
845
+ 1.4%
$114.45 - $127.21 $96.7K - $107K
61.1K $7.07M
SO
Southern CO

Utilities
1.62K
+ 3.52%
$81.5 - $94.15 $132K - $153K
47.8K $3.93M
ZTS
Zoetis Inc.

Healthcare
896
+ 7.66%
$162.24 - $194.42 $145K - $174K
12.6K $2.05M
ADBE
Adobe Inc.

Technology
393
+ 6.79%
$437.39 - $552.96 $172K - $217K
6.18K $2.75M
STZ
Constellation Brands, Inc.

Consumer Defensive
902
+ 7.15%
$219.66 - $257.62 $198K - $232K
13.5K $2.99M
MDT
Medtronic PLC

Healthcare
707
+ 2.08%
$79.61 - $92.24 $56.3K - $65.2K
34.7K $2.77M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.88K
+ 9.35%
$59.25 - $72.99 $230K - $283K
45.4K $2.71M
Activity Summary
Buys All Purchases 66 New Holdings 2 Increased Positions 64 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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