Shorepoint Capital Partners LLC Reduced Holdings in Q1 2025

Shorepoint Capital Partners LLC

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-10.7K
- 9.04%
$167.43 - $244.7 $1.79M - $2.62M
108K $18M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.5K
- 33.27%
$161.05 - $222.93 $725K - $1M
9.02K $1.66M
NXPI
Nxp Semiconductors N.V.

Technology
-3.91K
- 21.49%
$189.99 - $245.86 $742K - $960K
14.3K $2.71M
UNH
Unitedhealth Group Inc

Healthcare
-2.04K
- 36.29%
$461.52 - $548.18 $943K - $1.12M
3.59K $1.88M
GOOG
Alphabet Inc.

Communication Services
-220
- 1.19%
$156.06 - $207.71 $34.3K - $45.7K
18.3K $2.86M
JPM
Jpmorgan Chase & CO

Financial Services
-3.63K
- 6.61%
$225.19 - $279.95 $817K - $1.02M
51.3K $12.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-18.9K
- 53.38%
$34.58 - $45.97 $652K - $867K
16.5K $757K
VO
Vanguard Mid Cap ETF

ETFs
-288
- 1.65%
$251.87 - $277.95 $72.5K - $80K
17.1K $4.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.7K
- 3.49%
$27.01 - $28.54 $479K - $506K
490K $13.7M
ORCL
Oracle Corp

Technology
-280
- 6.24%
$139.81 - $186.47 $39.1K - $52.2K
4.21K $588K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.27K
- 2.35%
$21.23 - $23.75 $26.9K - $30.1K
52.6K $1.13M
NSC
Norfolk Southern Corp

Industrials
-50
- 1.79%
$227.69 - $259.76 $11.4K - $13K
2.74K $649K
CL
Colgate Palmolive CO

Consumer Defensive
-80
- 1.71%
$85.68 - $97.5 $6.85K - $7.8K
4.6K $430K
CB
Chubb LTD

Financial Services
-365
- 7.31%
$257.71 - $301.99 $94.1K - $110K
4.63K $1.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-143
- 0.24%
$112.81 - $126.16 $16.1K - $18K
60.6K $7.38M
CSCO
Cisco Systems, Inc.

Technology
-2.11K
- 2.97%
$58.74 - $64.87 $124K - $137K
69K $4.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.23%
$442.66 - $534.52 $4.43K - $5.35K
801 $426K
UNP
Union Pacific Corp

Industrials
-102
- 0.9%
$225.21 - $254.42 $23K - $26K
11.3K $2.66M
ABT
Abbott Laboratories

Healthcare
-93
- 1.51%
$111.1 - $140.22 $10.3K - $13K
6.05K $802K
COST
Costco Wholesale Corp

Consumer Defensive
-78
- 1.05%
$890.62 - $1076.86 $69.5K - $84K
7.37K $6.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2K
- 3.88%
$74.85 - $84.89 $149K - $169K
49.4K $4.04M
MA
Mastercard Inc

Financial Services
-212
- 1.56%
$504.67 - $576.31 $107K - $122K
13.4K $7.34M
TRV
Travelers Companies, Inc.

Financial Services
-2.33K
- 5.39%
$232.43 - $265.13 $541K - $617K
40.8K $10.8M
JNJ
Johnson & Johnson

Healthcare
-100
- 0.28%
$142.06 - $167.7 $14.2K - $16.8K
35.2K $5.83M
ABBV
Abb Vie Inc.

Healthcare
-1.61K
- 4.63%
$169.2 - $216.66 $273K - $350K
33.3K $6.97M
AZO
Autozone Inc

Consumer Cyclical
-66
- 2.53%
$3193.96 - $3828.11 $211K - $253K
2.54K $9.7M
CVS
Cvs Health Corp

Healthcare
-2.21K
- 3.3%
$44.22 - $68.64 $97.6K - $151K
64.7K $4.39M
AEM
Agnico Eagle Mines LTD

Basic Materials
-4.77K
- 4.35%
$79.66 - $108.41 $380K - $517K
105K $11.4M
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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