Stablepoint Partners, LLC Incresed Positions in Q2 2025

Stablepoint Partners, LLC

  • $588 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
448
+ 3.66%
$69.06 - $91.24 $30.9K - $40.9K
12.7K $1.16B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
160
+ 1.99%
$153.22 - $199.8 $24.5K - $32K
8.22K $1.54B
Capital Group New Geography
2.08K
+ 5.55%
N/A
39.6K $1.14B
CVS
Cvs Health Corp

Healthcare
1.09K
+ 1.11%
$60.04 - $70.18 $65.7K - $76.8K
99.4K $6.86B
VO
Vanguard Mid Cap ETF

ETFs
83
+ 1.12%
$228.54 - $279.83 $19K - $23.2K
7.48K $2.09B
CG
Carlyle Group Inc.

Financial Services
1.38K
+ 10.5%
$34.78 - $51.4 $48.1K - $71.1K
14.6K $748M
D
Dominion Energy, Inc

Utilities
2.32K
+ 2.75%
$49.66 - $58.0 $115K - $134K
86.4K $4.88B
FXL
First Tr Exchange Traded Fd Fi

ETFs
146
+ 2.59%
$115.28 - $157.36 $16.8K - $23K
5.79K $911M
MCK
Mckesson Corp

Healthcare
14
+ 0.58%
$652.83 - $732.78 $9.14K - $10.3K
2.44K $1.79B
Blackrock Inc
20
+ 1.54%
N/A
1.32K $1.38B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.08K
+ 2.38%
$35.35 - $42.68 $38.2K - $46.1K
46.5K $1.98B
GE
General Electric CO

Industrials
114
+ 6.53%
$166.81 - $257.39 $19K - $29.3K
1.86K $478M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.29K
+ 1.85%
$22.87 - $23.14 $121K - $123K
291K $6.71B
SRE
Sempra Energy

Utilities
536
+ 2.89%
$63.78 - $78.91 $34.2K - $42.3K
19.1K $1.44B
MET
Metlife Inc

Financial Services
1.4K
+ 2.69%
$68.42 - $82.49 $95.8K - $115K
53.4K $4.3B
VTV
Vanguard Value ETF

ETFs
631
+ 48.88%
$153.67 - $176.74 $97K - $112K
1.92K $340M
WMB
Williams Companies, Inc.

Energy
214
+ 0.68%
$54.33 - $62.87 $11.6K - $13.5K
31.9K $2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
265
+ 1.25%
$39.89 - $49.46 $10.6K - $13.1K
21.4K $1.06B
ABT
Abbott Laboratories

Healthcare
224
+ 1.1%
$123.95 - $138.08 $27.8K - $30.9K
20.7K $2.81B
TXN
Texas Instruments Inc

Technology
177
+ 8.06%
N/A
2.37K $492M
IVV
Ishares Core S&P 500 ETF

ETFs
112
+ 23.38%
$498.8 - $620.9 $55.9K - $69.5K
591 $367M
ADI
Analog Devices Inc

Technology
15
+ 0.59%
$164.6 - $238.02 $2.47K - $3.57K
2.56K $609M
FE
Firstenergy Corp

Utilities
2.79K
+ 2.24%
$38.31 - $43.17 $107K - $120K
127K $5.13B
CGDV
Capital Group Divid Value ETF

ETFs
528
+ 3.1%
$31.93 - $39.49 $16.9K - $20.9K
17.6K $693M
CWB
Spdr Bloomberg Convertible Sec

ETFs
392
+ 4.49%
$71.86 - $82.66 $28.2K - $32.4K
9.12K $754M
CCI
Crown Castle International Corp

Real Estate
1.66K
+ 2.83%
$94.83 - $107.06 $157K - $178K
60.4K $6.2B
NVO
Novo Nordisk A S

Healthcare
1.27K
+ 6.75%
$58.08 - $81.05 $73.6K - $103K
20.1K $1.38B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
192
+ 0.36%
N/A
53.9K $3.53B
HON
Honeywell International Inc

Industrials
163
+ 9.57%
$182.86 - $232.88 $29.8K - $38K
1.87K $435M
TJX
Tjx Companies Inc

Consumer Cyclical
176
+ 0.65%
$119.13 - $135.03 $21K - $23.8K
27.4K $3.38B
ADBE
Adobe Inc.

Technology
151
+ 6.82%
$340.0 - $420.68 $51.3K - $63.5K
2.36K $915M
CRM
Salesforce, Inc.

Technology
145
+ 2.42%
$236.26 - $291.15 $34.3K - $42.2K
6.13K $1.67B
STLD
Steel Dynamics Inc

Basic Materials
236
+ 2.07%
N/A
11.6K $1.49B
Gsk PLC
2.5K
+ 2.07%
N/A
123K $4.73B
ET
Energy Transfer LP

Energy
4.76K
+ 6.24%
$15.65 - $18.93 $74.4K - $90K
80.9K $1.47B
INDB
Independent Bank Corp

Financial Services
694
+ 3.01%
$53.62 - $65.63 $37.2K - $45.5K
23.7K $1.49B
NVS
Novartis Ag

Healthcare
38
+ 0.84%
$101.96 - $121.01 $3.87K - $4.6K
4.59K $555M
VCIT
Vanguard Intermediate Term Cor

ETFs
483
+ 9.03%
$79.56 - $82.92 $38.4K - $40.1K
5.83K $484M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
500
+ 4.64%
$16.12 - $20.75 $8.06K - $10.4K
11.3K $234M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 0.71%
$468.22 - $566.51 $2.81K - $3.4K
855 $484M
BK
Bank Of New York Mellon Corp

Financial Services
25
+ 0.8%
$73.31 - $91.62 $1.83K - $2.29K
3.15K $287M
BBY
Best Buy CO Inc

Consumer Cyclical
1.34K
+ 12.43%
$56.17 - $75.73 $75.1K - $101K
12.1K $812M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
133
+ 0.83%
$121.58 - $136.74 $16.2K - $18.2K
16.2K $2.19B
NEE
Nextera Energy Inc

Utilities
2.9K
+ 2.28%
$64.11 - $75.0 $186K - $218K
130K $9.04B
WEC
Wec Energy Group, Inc.

Utilities
671
+ 5.65%
$102.24 - $109.76 $68.6K - $73.6K
12.6K $1.31B
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.42%
$166.82 - $194.23 $1.17K - $1.36K
1.67K $325M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.66%
$90.56 - $109.49 $1.18K - $1.42K
1.97K $215M
TGT
Target Corp

Consumer Defensive
831
+ 6.49%
$88.76 - $105.77 $73.8K - $87.9K
13.6K $1.35B
NBTB
Nbt Bancorp Inc

Financial Services
495
+ 4.91%
$38.62 - $44.8 $19.1K - $22.2K
10.6K $440M
Activity Summary
Buys All Purchases 154 New Holdings 10 Increased Positions 144 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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