Shorepoint Capital Partners LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $419 Million distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $30.5M, Broadcom Inc. with a value of $27.4M, Schwab Strategic Tr Us Dividen with a value of $13.9M, Microsoft Corp with a value of $13.3M, and Jpmorgan Chase & CO with a value of $13.2M.
Examining the 13F form we can see an decrease of $6.95M in the current position value, from $426M to 419M.
Shorepoint Capital Partners LLC is based out at Norwood, MA
Below you can find more details about Shorepoint Capital Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$419 Million
ETFs: $84.8 Million
Technology: $77.2 Million
Healthcare: $55.4 Million
Financial Services: $49.1 Million
Consumer Cyclical: $33.9 Million
Industrials: $31.1 Million
Consumer Defensive: $24 Million
Communication Services: $23.3 Million
Other: $40.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
