Spirepoint Private Client, LLC Reduced Holdings in Q1 2025

Spirepoint Private Client, LLC

  • $765 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-2.02K
- 0.19%
$109.66 - $136.26 $221K - $275K
1.08M $119B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-27.9K
- 49.47%
$203.38 - $274.79 $5.68M - $7.67M
28.5K $5.86B
UNH
Unitedhealth Group Inc

Healthcare
-13.4K
- 78.84%
$461.52 - $548.18 $6.18M - $7.34M
3.59K $1.88B
COST
Costco Wholesale Corp

Consumer Defensive
-7.34K
- 59.72%
$890.62 - $1076.86 $6.54M - $7.91M
4.95K $4.68B
DHR
Danaher Corp

Healthcare
-27.6K
- 94.07%
$201.62 - $250.59 $5.56M - $6.91M
1.74K $356M
APD
Air Products & Chemicals, Inc.

Basic Materials
-17.8K
- 87.2%
$283.24 - $338.07 $5.04M - $6.01M
2.61K $770M
AAPL
Apple Inc.

Technology
-1.25K
- 0.86%
$209.68 - $247.1 $263K - $310K
144K $32B
NVDA
Nvidia Corp

Technology
-213
- 0.15%
$106.98 - $149.43 $22.8K - $31.8K
138K $15B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-100K
- 10.78%
$10.61 - $16.49 $1.06M - $1.65M
828K $10.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-21.8K
- 10.39%
$49.25 - $50.66 $1.07M - $1.1M
188K $9.32B
XLV
Select Sector Spdr Fund Health

ETFs
-6.77K
- 56.73%
$137.61 - $149.68 $931K - $1.01M
5.16K $754M
PFE
Pfizer Inc

Healthcare
-28.8K
- 56.82%
$25.01 - $27.13 $721K - $782K
21.9K $555M
GOOG
Alphabet Inc.

Communication Services
-11
- 0.06%
$156.06 - $207.71 $1.72K - $2.28K
17.4K $2.72B
Arista Networks Inc
-53
- 0.3%
N/A
17.8K $1.38B
IT
Gartner Inc

Technology
-1.04K
- 43.15%
$418.25 - $548.38 $435K - $570K
1.37K $575M
PFGC
Performance Food Group CO

Consumer Defensive
-5.67K
- 45.1%
$74.86 - $90.93 $424K - $515K
6.9K $542M
ADBE
Adobe Inc.

Technology
-897
- 32.55%
$377.84 - $464.11 $339K - $416K
1.86K $713M
MOD
Modine Manufacturing CO

Consumer Cyclical
-2.67K
- 37.36%
$76.06 - $142.68 $203K - $381K
4.47K $343M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-281
- 3.0%
$360.07 - $417.26 $101K - $117K
9.08K $3.28B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-431
- 4.44%
$307.43 - $357.48 $133K - $154K
9.28K $2.87B
AMAT
Applied Materials Inc

Technology
-2.19K
- 58.28%
$145.06 - $195.51 $318K - $428K
1.57K $227M
SPGI
S&P Global Inc.

Financial Services
-801
- 29.96%
$478.26 - $543.77 $383K - $436K
1.87K $952M
MCO
Moodys Corp

Financial Services
-672
- 36.34%
$437.8 - $527.48 $294K - $354K
1.18K $548M
PLD
Prologis, Inc.

Real Estate
-3.34K
- 39.58%
$103.59 - $124.04 $346K - $414K
5.1K $570M
Lam Research Corp
-4.54K
- 17.54%
N/A
21.3K $1.55B
IVV
Ishares Core S&P 500 ETF

ETFs
-261
- 4.67%
$554.06 - $615.85 $145K - $161K
5.33K $2.99B
XLB
Select Sector Spdr Fd Material

ETFs
-3.47K
- 54.72%
$83.19 - $90.99 $289K - $316K
2.87K $247M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47
- 0.53%
$507.05 - $563.67 $23.8K - $26.5K
8.84K $4.54B
ETN
Eaton Corp PLC

Industrials
-4
- 0.1%
$271.83 - $371.23 $1.09K - $1.48K
3.82K $1.04B
Blackrock Inc
-6
- 0.21%
N/A
2.86K $2.71B
APP
App Lovin Corp

Technology
-273
- 12.29%
$238.08 - $510.13 $65K - $139K
1.95K $516M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.6K
- 6.8%
$64.88 - $72.1 $104K - $115K
21.9K $1.44B
MDT
Medtronic PLC

Healthcare
-2.53K
- 39.31%
$79.84 - $94.5 $202K - $239K
3.9K $350M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-201
- 1.8%
$102.49 - $119.96 $20.6K - $24.1K
11K $1.15B
LOW
Lowes Companies Inc

Consumer Cyclical
-232
- 3.9%
$222.66 - $268.42 $51.7K - $62.3K
5.72K $1.33B
CMCSA
Comcast Corp

Communication Services
-3.19K
- 16.76%
$33.19 - $38.23 $106K - $122K
15.9K $585M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.31K
- 5.39%
$60.46 - $64.42 $140K - $149K
40.6K $2.51B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-521
- 2.33%
$57.21 - $65.8 $29.8K - $34.3K
21.9K $1.28B
ROK
Rockwell Automation, Inc

Industrials
-10
- 0.25%
$255.29 - $303.75 $2.55K - $3.04K
3.94K $1.02B
STRL
Sterling Construction CO Inc

Industrials
-41
- 2.15%
$108.65 - $200.56 $4.45K - $8.22K
1.87K $212M
HBAN
Huntington Bancshares Inc

Financial Services
-4.87K
- 16.86%
$14.28 - $17.39 $69.5K - $84.6K
24K $360M
CAT
Caterpillar Inc

Industrials
-134
- 8.43%
$326.75 - $407.63 $43.8K - $54.6K
1.46K $480M
PEP
Pepsico Inc

Consumer Defensive
-527
- 6.41%
$142.64 - $156.42 $75.2K - $82.4K
7.7K $1.15B
EMR
Emerson Electric CO

Industrials
-240
- 5.27%
$108.64 - $131.17 $26.1K - $31.5K
4.31K $473M
BX
Blackstone Inc.

Financial Services
-6
- 0.24%
$136.53 - $186.74 $819 - $1.12K
2.53K $354M
HON
Honeywell International Inc

Industrials
-12
- 0.21%
$202.75 - $226.52 $2.43K - $2.72K
5.61K $1.19B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-277
- 3.12%
$108.02 - $120.45 $29.9K - $33.4K
8.61K $947M
KO
Coca Cola CO

Consumer Defensive
-1.95K
- 27.9%
$60.81 - $72.32 $119K - $141K
5.04K $361M
MET
Metlife Inc

Financial Services
-692
- 7.19%
$77.7 - $87.0 $53.8K - $60.2K
8.93K $717M
Activity Summary
Buys All Purchases 84 New Holdings 19 Increased Positions 65 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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