Spirepoint Private Client, LLC Portfolio Holdings

Spirepoint Private Client, LLC

  • $755 Billion
  • Q3 2024

Spirepoint Private Client, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $755 Billion distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $148B, Apple Inc. with a value of $31.9B, Microsoft Corp with a value of $28.3B, Clean Harbors Inc with a value of $19.7B, and Nvidia Corp with a value of $17.2B.

Examining the 13F form we can see an increase of $49.8B in the current position value, from $705B to 755B.

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 $755 Billion
Industrials: $214 Billion
Technology: $125 Billion
ETFs: $100 Billion
Healthcare: $85.6 Billion
Consumer Cyclical: $56.9 Billion
Consumer Defensive: $47.5 Billion
Financial Services: $42.9 Billion
Energy: $22 Billion
Other: $55.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$250 Million 0.03% of portfolio
590
Q1 2024 New
$11.5B
$248 Million 0.03% of portfolio
6,357
Q3 2024 Added 0.16%
$4.66B
$238 Million 0.03% of portfolio
840
Q3 2024 New
$232B
$238 Million 0.03% of portfolio
2,000
Q3 2024 Reduced 5.39%
$35.4B
$232 Million 0.03% of portfolio
3,655
Q3 2024 New
$31.3B
$229 Million 0.03% of portfolio
2,214
Q3 2024 New
$19.5B
$227 Million 0.03% of portfolio
2,764
Q3 2024 New
$45.7B
$226 Million 0.03% of portfolio
6,024
Q3 2024 Added 0.17%
$0
$137 Million 0.02% of portfolio
15,039
Q2 2024 Reduced 1.31%
$0
$113 Million 0.01% of portfolio
10,030
Q2 2024 Reduced 2.43%
$0
$97.6 Million 0.01% of portfolio
11,278
Q3 2024 Added 6.87%

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $755 Billion
  • Prior Value $705 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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