SPIREPOINT PRIVATE CLIENT, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$765.5B
Holdings
214
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (214 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UPSUNITED PARCEL SERVICE INC | 1,083,078 | $119.1B | 15.56% | |
| 2 | AAPLAPPLE INC | 144,181 | $32.0B | 4.18% | |
| 3 | MSFTMICROSOFT CORP | 73,651 | $27.6B | 3.61% | |
| 4 | CLHCLEAN HARBORS INC | 109,565 | $21.6B | 2.82% | |
| 5 | PLTRPALANTIR TECHNOLOGIES INC | 212,715 | $18.0B | 2.35% | |
| 6 | JNJJOHNSON & JOHNSON | 100,827 | $16.7B | 2.18% | |
| 7 | AMLPALPS ETF TR | 309,897 | $16.1B | 2.10% | |
| 8 | AVGOBROADCOM INC | 90,302 | $15.1B | 1.98% | |
| 9 | PGPROCTER AND GAMBLE CO | 88,155 | $15.0B | 1.96% | |
| 10 | AMZNAMAZON COM INC | 78,863 | $15.0B | 1.96% | |
| 11 | NVDANVIDIA CORPORATION | 138,270 | $15.0B | 1.96% | |
| 12 | GOOGLALPHABET INC | 86,663 | $13.4B | 1.75% | |
| 13 | NEENEXTERA ENERGY INC | 184,149 | $13.1B | 1.71% | |
| 14 | LLYELI LILLY & CO | 15,772 | $13.0B | 1.70% | |
| 15 | VVISA INC | 32,326 | $11.3B | 1.48% | |
| 16 | XLKSELECT SECTOR SPDR TR | 53,791 | $11.1B | 1.45% | |
| 17 | XLUSELECT SECTOR SPDR TR | 137,788 | $10.9B | 1.42% | |
| 18 | RIVNRIVIAN AUTOMOTIVE INC | 827,863 | $10.3B | 1.35% | |
| 19 | XOMEXXON MOBIL CORP | 85,064 | $10.1B | 1.32% | |
| 20 | CVXCHEVRON CORP NEW | 58,729 | $9.8B | 1.28% | |
| 21 | PANWPALO ALTO NETWORKS INC | 57,520 | $9.8B | 1.28% | |
| 22 | AXONAXON ENTERPRISE INC | 18,460 | $9.7B | 1.27% | |
| 23 | VTEBVANGUARD MUN BD FDS | 187,790 | $9.3B | 1.22% | |
| 24 | NOBLPROSHARES TR | 88,451 | $9.0B | 1.18% | |
| 25 | TJXTJX COS INC NEW | 72,071 | $8.8B | 1.15% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,178 | $8.6B | 1.13% | |
| 27 | CITHE CIGNA GROUP | 25,933 | $8.5B | 1.11% | |
| 28 | BNDVANGUARD BD INDEX FDS | 112,401 | $8.3B | 1.08% | |
| 29 | BSXBOSTON SCIENTIFIC CORP | 79,621 | $8.0B | 1.05% | |
| 30 | HDHOME DEPOT INC | 21,567 | $7.9B | 1.03% | |
| 31 | NOCNORTHROP GRUMMAN CORP | 15,289 | $7.8B | 1.02% | |
| 32 | LMTLOCKHEED MARTIN CORP | 17,157 | $7.7B | 1.00% | |
| 33 | ABBVABBVIE INC | 36,573 | $7.7B | 1.00% | |
| 34 | SOSOUTHERN CO | 81,952 | $7.5B | 0.98% | |
| 35 | WMTWALMART INC | 82,568 | $7.2B | 0.95% | |
| 36 | TSNTYSON FOODS INC | 112,255 | $7.2B | 0.94% | |
| 37 | GILDGILEAD SCIENCES INC | 61,815 | $6.9B | 0.90% | |
| 38 | GDGENERAL DYNAMICS CORP | 25,196 | $6.9B | 0.90% | |
| 39 | MRKMERCK & CO INC | 75,852 | $6.8B | 0.89% | |
| 40 | MAMASTERCARD INCORPORATED | 12,078 | $6.6B | 0.86% | |
| 41 | AJGGALLAGHER ARTHUR J & CO | 18,022 | $6.2B | 0.81% | |
| 42 | RCLROYAL CARIBBEAN GROUP | 28,531 | $5.9B | 0.77% | |
| 43 | TMOTHERMO FISHER SCIENTIFIC INC | 11,211 | $5.6B | 0.73% | |
| 44 | FANGDIAMONDBACK ENERGY INC | 34,877 | $5.6B | 0.73% | |
| 45 | INGRINGREDION INC | 37,037 | $5.0B | 0.65% | |
| 46 | NDQINVESCO QQQ TR | 10,247 | $4.8B | 0.63% | |
| 47 | JPMJPMORGAN CHASE & CO. | 19,263 | $4.7B | 0.62% | |
| 48 | FTNTFORTINET INC | 49,021 | $4.7B | 0.62% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 4,952 | $4.7B | 0.61% | |
| 50 | VOOVANGUARD INDEX FDS | 8,839 | $4.5B | 0.59% | |
| 51 | UBERUBER TECHNOLOGIES INC | 58,798 | $4.3B | 0.56% | |
| 52 | VIGVANGUARD SPECIALIZED FUNDS | 21,241 | $4.1B | 0.54% | |
| 53 | OTISOTIS WORLDWIDE CORP | 37,504 | $3.9B | 0.51% | |
| 54 | VLTOVERALTO CORP | 35,515 | $3.5B | 0.45% | |
| 55 | IWFISHARES TR | 9,082 | $3.3B | 0.43% | |
| 56 | XLESELECT SECTOR SPDR TR | 34,868 | $3.3B | 0.43% | |
| 57 | COWZPACER FDS TR | 57,644 | $3.2B | 0.41% | |
| 58 | SPYSPDR S&P 500 ETF TR | 5,581 | $3.1B | 0.41% | |
| 59 | IVVISHARES TR | 5,325 | $3.0B | 0.39% | |
| 60 | IVWISHARES TR | 30,984 | $2.9B | 0.38% | |
| 61 | MGKVANGUARD WORLD FD | 9,276 | $2.9B | 0.37% | |
| 62 | GOOGALPHABET INC | 17,412 | $2.7B | 0.36% | |
| 63 | BLKBLACKROCK INC | 2,858 | $2.7B | 0.35% | |
| 64 | DGROISHARES TR | 40,584 | $2.5B | 0.33% | |
| 65 | RECSCOLUMBIA ETF TR I | 70,977 | $2.4B | 0.31% | |
| 66 | METAMETA PLATFORMS INC | 3,971 | $2.3B | 0.30% | |
| 67 | ORLYOREILLY AUTOMOTIVE INC | 1,403 | $2.0B | 0.26% | |
| 68 | ADPAUTOMATIC DATA PROCESSING IN | 6,201 | $1.9B | 0.25% | |
| 69 | UNHUNITEDHEALTH GROUP INC | 3,593 | $1.9B | 0.25% | |
| 70 | AMGNAMGEN INC | 5,436 | $1.7B | 0.22% | |
| 71 | LRCXLAM RESEARCH CORP | 21,343 | $1.6B | 0.20% | |
| 72 | LINLINDE PLC | 3,295 | $1.5B | 0.20% | |
| 73 | SPYMSPDR SER TR | 21,869 | $1.4B | 0.19% | |
| 74 | ANETARISTA NETWORKS INC | 17,791 | $1.4B | 0.18% | |
| 75 | ABTABBOTT LABS | 10,318 | $1.4B | 0.18% | |
| 76 | GSGOLDMAN SACHS GROUP INC | 2,484 | $1.4B | 0.18% | |
| 77 | ORCLORACLE CORP | 9,695 | $1.4B | 0.18% | |
| 78 | LOWLOWES COS INC | 5,719 | $1.3B | 0.17% | |
| 79 | CSCOCISCO SYS INC | 20,778 | $1.3B | 0.17% | |
| 80 | IJHISHARES TR | 21,862 | $1.3B | 0.17% | |
| 81 | SRESEMPRA | 17,639 | $1.3B | 0.16% | |
| 82 | SYKSTRYKER CORPORATION | 3,357 | $1.2B | 0.16% | |
| 83 | SHWSHERWIN WILLIAMS CO | 3,423 | $1.2B | 0.16% | |
| 84 | HONHONEYWELL INTL INC | 5,610 | $1.2B | 0.16% | |
| 85 | PAYCPAYCOM SOFTWARE INC | 5,334 | $1.2B | 0.15% | |
| 86 | PEPPEPSICO INC | 7,698 | $1.2B | 0.15% | |
| 87 | IJRISHARES TR | 10,968 | $1.1B | 0.15% | |
| 88 | MCDMCDONALDS CORP | 3,432 | $1.1B | 0.14% | |
| 89 | CLCOLGATE PALMOLIVE CO | 11,121 | $1.0B | 0.14% | |
| 90 | ETNEATON CORP PLC | 3,824 | $1.0B | 0.14% | |
| 91 | ROKROCKWELL AUTOMATION INC | 3,941 | $1.0B | 0.13% | |
| 92 | SPGIS&P GLOBAL INC | 1,873 | $951.8M | 0.12% | |
| 93 | GSLCGOLDMAN SACHS ETF TR | 8,607 | $947.5M | 0.12% | |
| 94 | SSBUSDSOUTHSTATE CORPORATION | 10,185 | $945.4M | 0.12% | |
| 95 | NSCNORFOLK SOUTHN CORP | 3,922 | $928.9M | 0.12% | |
| 96 | CMGCHIPOTLE MEXICAN GRILL INC | 17,837 | $895.6M | 0.12% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 3,583 | $890.9M | 0.12% | |
| 98 | ITWILLINOIS TOOL WKS INC | 3,423 | $848.9M | 0.11% | |
| 99 | AMEAMETEK INC | 4,853 | $835.4M | 0.11% | |
| 100 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.10% |
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