Shorepoint Capital Partners LLC Incresed Positions in Q3 2024

Shorepoint Capital Partners LLC

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.9K
+ 1.87%
$44.65 - $47.21 $531K - $562K
647K $30.2M
LOW
Lowes Companies Inc

Consumer Cyclical
137
+ 0.53%
$213.3 - $270.78 $29.2K - $37.1K
26.2K $7.09M
RTX
Raytheon Technologies Corp

Industrials
823
+ 1.39%
$99.55 - $123.34 $81.9K - $102K
60.2K $7.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
684
+ 0.4%
$77.02 - $85.06 $52.7K - $58.2K
171K $14.4M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
16.8K
+ 8.4%
$46.16 - $47.63 $776K - $801K
217K $10.3M
PFE
Pfizer Inc

Healthcare
32.2K
+ 93.73%
$27.7 - $31.39 $893K - $1.01M
66.6K $1.93M
TMO
Thermo Fisher Scientific Inc.

Healthcare
117
+ 0.91%
$531.86 - $624.21 $62.2K - $73K
12.9K $7.98M
UNH
Unitedhealth Group Inc

Healthcare
160
+ 1.82%
$488.01 - $604.18 $78.1K - $96.7K
8.95K $5.23M
TJX
Tjx Companies Inc

Consumer Cyclical
2.56K
+ 4.4%
$107.93 - $120.23 $276K - $307K
60.7K $7.14M
DE
Deere & CO

Industrials
426
+ 5.59%
$344.84 - $418.0 $147K - $178K
8.04K $3.36M
COST
Costco Wholesale Corp

Consumer Defensive
236
+ 3.31%
$801.83 - $917.05 $189K - $216K
7.36K $6.52M
CRM
Salesforce, Inc.

Technology
1.06K
+ 14.48%
$238.42 - $276.53 $253K - $294K
8.4K $2.3M
ZTS
Zoetis Inc.

Healthcare
737
+ 6.73%
$172.58 - $196.48 $127K - $145K
11.7K $2.28M
V
Visa Inc.

Financial Services
708
+ 6.33%
$253.74 - $291.56 $180K - $206K
11.9K $3.27M
PEP
Pepsico Inc

Consumer Defensive
942
+ 2.88%
$161.9 - $179.3 $153K - $169K
33.6K $5.71M
PANW
Palo Alto Networks Inc

Technology
706
+ 7.57%
$294.18 - $368.01 $208K - $260K
10K $3.43M
MS
Morgan Stanley

Financial Services
82
+ 0.23%
$92.07 - $106.96 $7.55K - $8.77K
35.5K $3.7M
BCE
Bce Inc

Communication Services
2.05K
+ 2.73%
$31.33 - $36.08 $64.1K - $73.8K
76.9K $2.67M
STZ
Constellation Brands, Inc.

Consumer Defensive
908
+ 7.75%
$236.42 - $259.82 $215K - $236K
12.6K $3.25M
MAR
Marriott International Inc

Consumer Cyclical
645
+ 8.14%
$211.35 - $255.11 $136K - $165K
8.57K $2.13M
AVGO
Broadcom Inc.

Technology
112K
+ 839.02%
$136.27 - $1745.86 $15.3M - $196M
125K $21.6M
GLD
Spdr Gold Trust

ETFs
120
+ 11.55%
$215.56 - $246.98 $25.9K - $29.6K
1.16K $281K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.25%
$405.19 - $478.57 $4.05K - $4.79K
809 $372K
NVDA
Nvidia Corp

Technology
400
+ 18.79%
$98.91 - $134.91 $39.6K - $54K
2.53K $307K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.36%
$113.41 - $125.62 $1.02K - $1.13K
2.5K $313K
XOM
Exxon Mobil Corp

Energy
40
+ 0.72%
$109.72 - $119.0 $4.39K - $4.76K
5.57K $653K
Morgan Stanley ETF Trust
56.5K
+ 30.71%
N/A
241K $0
DELL
Dell Technologies Inc.

Technology
3.16K
+ 15.91%
$87.89 - $145.97 $278K - $462K
23.1K $2.73M
HON
Honeywell International Inc

Industrials
213
+ 1.39%
$196.73 - $220.21 $41.9K - $46.9K
15.5K $3.2M
VLO
Valero Energy Corp

Energy
713
+ 7.6%
$132.81 - $163.48 $94.7K - $117K
10.1K $1.36M
ADBE
Adobe Inc.

Technology
118
+ 2.08%
$508.13 - $586.55 $60K - $69.2K
5.79K $3M
CVX
Chevron Corp

Energy
1.54K
+ 3.0%
$137.88 - $161.97 $213K - $250K
52.9K $7.79M
GOOG
Alphabet Inc.

Communication Services
164
+ 0.9%
$149.54 - $192.66 $24.5K - $31.6K
18.4K $3.08M
FANG
Diamondback Energy, Inc.

Energy
1.15K
+ 5.98%
$168.46 - $210.94 $194K - $243K
20.4K $3.52M
QCOM
Qualcomm Inc

Technology
87
+ 0.24%
$156.12 - $209.64 $13.6K - $18.2K
36K $6.12M
EW
Edwards Lifesciences Corp

Healthcare
1.7K
+ 2.57%
$59.7 - $93.78 $102K - $160K
67.9K $4.48M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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