Single Point Partners, LLC Portfolio Holdings by Sector
Single Point Partners, LLC
- $434 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IJH AGG IJR MUB IWB VO IEFA 51 stocks |
$410,434
94.87% of portfolio
|
  43  
|
  5  
|
  35  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,128
0.95% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,015
0.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$2,796
0.65% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$2,022
0.47% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
DINO 1 stocks |
$1,448
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,339
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,082
0.25% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$930
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$637
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG AEP 2 stocks |
$608
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$444
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP V 2 stocks |
$425
0.1% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$264
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$252
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$251
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX 1 stocks |
$241
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$239
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$229
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$215
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$211
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$210
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
EBC 1 stocks |
$199
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|