Shorepoint Capital Partners LLC Purchases in Q1 2025

Shorepoint Capital Partners LLC

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
31.7K
New
$66.96 - $76.16 $2.12M - $2.41M
31.7K $2.25M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
32.5K
+ 4.78%
$44.41 - $45.98 $1.44M - $1.5M
713K $32.5M
NVDA
Nvidia Corp

Technology
15.9K
+ 152.63%
$106.98 - $149.43 $1.7M - $2.38M
26.3K $2.85M
CVX
Chevron Corp

Energy
1.18K
+ 2.2%
$146.71 - $167.97 $174K - $199K
54.9K $9.18M
RTX
Raytheon Technologies Corp

Industrials
2.13K
+ 3.49%
$114.1 - $135.66 $243K - $289K
63.2K $8.37M
KMI
Kinder Morgan, Inc.

Energy
35.7K
+ 20.51%
$26.1 - $31.22 $932K - $1.12M
210K $5.99M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
280
+ 2.85%
$402.49 - $513.76 $113K - $144K
10.1K $4.89M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.44K
+ 11.99%
$56.12 - $68.15 $305K - $371K
50.8K $3.45M
GLD
Spdr Gold Trust

ETFs
2.39K
+ 249.11%
$243.19 - $288.14 $581K - $688K
3.35K $964K
VZ
Verizon Communications Inc

Communication Services
2.65K
+ 2.77%
$37.81 - $46.49 $100K - $123K
98.4K $4.46M
V
Visa Inc.

Financial Services
260
+ 2.15%
$306.92 - $362.71 $79.8K - $94.3K
12.4K $4.33M
PSX
Phillips 66

Energy
1.16K
+ 3.07%
$113.93 - $131.55 $132K - $152K
38.8K $4.79M
DE
Deere & CO

Industrials
251
+ 3.06%
$408.57 - $509.27 $103K - $128K
8.46K $3.97M
BMY
Bristol Myers Squibb CO

Healthcare
3.5K
+ 5.99%
$53.9 - $63.11 $189K - $221K
61.9K $3.78M
DELL
Dell Technologies Inc.

Technology
13.5K
+ 41.01%
$90.34 - $124.66 $1.22M - $1.69M
46.6K $4.25M
SJM
J M Smucker CO

Consumer Defensive
1.58K
+ 5.81%
$100.41 - $118.41 $159K - $187K
28.8K $3.41M
QCOM
Qualcomm Inc

Technology
2.59K
+ 7.05%
$151.94 - $175.86 $393K - $455K
39.3K $6.03M
GE
General Electric CO

Industrials
1.91K
New
$168.59 - $212.13 $321K - $404K
1.91K $381K
MDT
Medtronic PLC

Healthcare
343
+ 0.99%
$79.84 - $94.5 $27.4K - $32.4K
35K $3.15M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.54K
+ 2.07%
$46.45 - $47.26 $211K - $214K
224K $10.6M
PANW
Palo Alto Networks Inc

Technology
3.22K
+ 15.4%
$167.82 - $208.28 $540K - $670K
24.1K $4.12M
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.17%
$279.74 - $321.29 $6.43K - $7.39K
13.3K $4.15M
PEP
Pepsico Inc

Consumer Defensive
2.46K
+ 7.19%
$142.64 - $156.42 $351K - $385K
36.7K $5.5M
PFE
Pfizer Inc

Healthcare
15.4K
+ 15.99%
$25.01 - $27.13 $385K - $417K
112K $2.83M
CMCSA
Comcast Corp

Communication Services
9.03K
+ 7.52%
$33.19 - $38.23 $300K - $345K
129K $4.76M
ZTS
Zoetis Inc.

Healthcare
1.29K
+ 10.21%
$156.48 - $175.67 $201K - $226K
13.9K $2.28M
ED
Consolidated Edison Inc

Utilities
1.99K
New
$88.0 - $110.59 $175K - $220K
1.99K $219K
VLO
Valero Energy Corp

Energy
918
+ 10.24%
$121.76 - $142.99 $112K - $131K
9.88K $1.3M
VRT
Vertiv Holdings CO

Industrials
2.29K
+ 21.53%
N/A
12.9K $1.12M
TGT
Target Corp

Consumer Defensive
7.23K
+ 36.98%
$103.65 - $142.5 $749K - $1.03M
26.8K $2.8M
HD
Home Depot, Inc.

Consumer Cyclical
503
+ 29.01%
$347.25 - $424.87 $175K - $214K
2.24K $819K
FANG
Diamondback Energy, Inc.

Energy
1.15K
+ 5.49%
$139.9 - $180.18 $161K - $208K
22.2K $3.55M
XOM
Exxon Mobil Corp

Energy
191
+ 3.41%
$105.44 - $118.93 $20.1K - $22.7K
5.79K $688K
PG
Procter & Gamble CO

Consumer Defensive
137
+ 9.66%
$158.56 - $176.26 $21.7K - $24.1K
1.56K $265K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20
+ 0.26%
$42.5 - $46.71 $850 - $934
7.6K $343K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.98K
+ 5.7%
$69.82 - $78.67 $138K - $156K
36.7K $2.58M
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 1.28%
N/A
1.75K $318K
Linde PLC
476
New
N/A
476 $0
Ge Vernova Inc
975
+ 23.61%
N/A
5.1K $0
Morgan Stanley ETF Trust
28.4K
+ 9.02%
N/A
343K $0
Cohen & Steers ETF Trust
197K
New
N/A
197K $0
Maplebear Inc
752
+ 10.61%
N/A
7.84K $0
VV
Vanguard Large Cap ETF

ETFs
15
+ 1.19%
$253.32 - $282.66 $3.8K - $4.24K
1.27K $326K
META
Meta Platforms, Inc.

Communication Services
183
+ 2.05%
$576.36 - $736.67 $105K - $135K
9.12K $5.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.28%
$120.29 - $134.6 $842 - $942
2.51K $306K
VUG
Vanguard Growth ETF

ETFs
8
+ 0.9%
$369.1 - $427.61 $2.95K - $3.42K
901 $334K
EW
Edwards Lifesciences Corp

Healthcare
1K
+ 1.44%
$67.95 - $76.19 $68K - $76.3K
70.7K $5.12M
RC
Ready Capital Corp

Real Estate
1.5K
+ 2.33%
$4.9 - $7.05 $7.35K - $10.6K
66K $335K
BAC
Bank Of America Corp

Financial Services
943
+ 1.25%
$39.61 - $47.74 $37.4K - $45K
76.7K $3.2M
Activity Summary
Buys All Purchases 67 New Holdings 5 Increased Positions 62 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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