Spirepoint Private Client, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $765 Billion distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $119B, Apple Inc. with a value of $32B, Microsoft Corp with a value of $27.6B, Clean Harbors Inc with a value of $21.6B, and Palantir Technologies Inc. with a value of $18B.

Examining the 13F form we can see an decrease of $32.4B in the current position value, from $798B to 765B.

Spirepoint Private Client, LLC is based out at Vero Beach, FL

Below you can find more details about Spirepoint Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $765 Billion
Industrials: $191 Billion
Technology: $138 Billion
ETFs: $118 Billion
Healthcare: $81.7 Billion
Consumer Cyclical: $56.4 Billion
Financial Services: $50.2 Billion
Consumer Defensive: $44.1 Billion
Energy: $26 Billion
Other: $48.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $765 Billion
  • Prior Value $798 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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