Single Point Partners, LLC Purchases in Q4 2024

Single Point Partners, LLC

  • $434 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
214K
New
$570.51 - $610.59 $122M - $131M
214K $126M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
691K
New
$61.68 - $67.87 $42.6M - $46.9M
691K $43.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
400K
New
$96.64 - $101.23 $38.7M - $40.5M
400K $37.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
239K
New
$113.92 - $127.38 $27.3M - $30.5M
239K $27.6M
MUB
Ishares National Muni Bond ETF

ETFs
176K
New
$105.78 - $108.7 $18.6M - $19.1M
176K $18.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
54.1K
New
$311.11 - $335.64 $16.8M - $18.1M
54.1K $17.4M
VO
Vanguard Mid Cap ETF

ETFs
57.5K
New
$261.5 - $284.63 $15M - $16.4M
57.5K $15.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
235K
New
$49.79 - $51.14 $11.7M - $12M
235K $11.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
84.1K
New
$124.26 - $134.12 $10.4M - $11.3M
84.1K $10.8M
VB
Vanguard Small Cap ETF

ETFs
33.2K
New
$233.76 - $261.58 $7.76M - $8.69M
33.2K $7.98M
IWM
Ishares Russell 2000 ETF

ETFs
28K
New
$216.13 - $242.4 $6.06M - $6.8M
28K $6.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.79K
New
$521.84 - $558.82 $5.11M - $5.47M
9.79K $5.28M
VEA
Vanguard Ftse Developed Market

ETFs
87.2K
New
$47.57 - $52.44 $4.15M - $4.57M
87.2K $4.17M
VTI
Vanguard Total Stock Market Et

ETFs
14.2K
New
$280.04 - $302.45 $3.99M - $4.31M
14.2K $4.13M
IWV
Ishares Russell 3000 ETF

ETFs
10.2K
New
$323.08 - $349.08 $3.28M - $3.55M
10.2K $3.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
35.9K
New
$81.68 - $82.93 $2.93M - $2.98M
35.9K $2.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
55.2K
New
$44.04 - $49.49 $2.43M - $2.73M
55.2K $2.43M
VXF
Vanguard Extended Market ETF

ETFs
11.2K
New
$179.17 - $207.15 $2.01M - $2.32M
11.2K $2.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.9K
New
$71.75 - $75.11 $1.86M - $1.94M
25.9K $1.86M
ACN
Accenture PLC

Technology
4.71K
New
$343.9 - $376.86 $1.62M - $1.78M
4.71K $1.66M
DINO
Hf Sinclair Corp

Energy
41.3K
New
$33.69 - $47.67 $1.39M - $1.97M
41.3K $1.45M
MSFT
Microsoft Corp

Technology
3.18K
New
$406.35 - $454.46 $1.29M - $1.44M
3.18K $1.34M
Vanguard Wellington Fd
11.7K
New
N/A
11.7K $1.17M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
35.8K
New
$27.54 - $83.04 $985K - $2.97M
35.8K $991K
GBIL
Goldman Sachs Access Treasury

ETFs
9.89K
New
$99.85 - $100.22 $988K - $991K
9.89K $988K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.11K
New
$126.68 - $134.74 $774K - $824K
6.11K $780K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.94K
New
$370.24 - $418.94 $717K - $811K
1.94K $778K
VUG
Vanguard Growth ETF

ETFs
1.88K
New
$378.79 - $428.11 $713K - $805K
1.88K $772K
HYG
Ishares Tr

ETFs
9.76K
New
$78.09 - $80.04 $762K - $781K
9.76K $767K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.52K
New
$94.43 - $105.47 $710K - $793K
7.52K $763K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.5K
New
$22.4 - $68.28 $684K - $2.09M
30.5K $708K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.2K
New
$60.13 - $67.31 $553K - $619K
9.2K $559K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.19K
New
$106.33 - $110.69 $552K - $575K
5.19K $553K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.6K
New
$18.41 - $40.87 $545K - $1.21M
29.6K $548K
VEU
Vanguard Ftse All World Ex Us

ETFs
8.57K
New
$57.29 - $63.1 $491K - $541K
8.57K $492K
SCHC
Schwab Strategic Tr Intl Small

ETFs
13K
New
$33.93 - $38.37 $443K - $501K
13K $448K
HD
Home Depot, Inc.

Consumer Cyclical
1.14K
New
$385.02 - $431.37 $440K - $493K
1.14K $444K
IBM
International Business Machines Corp

Technology
1.66K
New
$204.9 - $238.04 $339K - $394K
1.66K $364K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.77K
+ 4.54%
$50.73 - $51.08 $343K - $346K
156K $7.92M
PEG
Public Service Enterprise Group Inc

Utilities
3.78K
New
$81.87 - $94.51 $310K - $358K
3.78K $320K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.46K
New
$114.08 - $125.68 $281K - $309K
2.46K $282K
LLY
Eli Lilly & CO

Healthcare
326
New
$727.2 - $932.06 $237K - $304K
326 $252K
IVE
Ishares S&P 500 Value ETF

ETFs
1.3K
New
$189.5 - $206.17 $246K - $268K
1.3K $248K
HON
Honeywell International Inc

Industrials
1.06K
New
$202.84 - $236.0 $215K - $250K
1.06K $239K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
10K
+ 6.51%
$36.54 - $37.53 $365K - $375K
163K $6.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.24K
New
$183.23 - $199.79 $228K - $248K
1.24K $230K
AXP
American Express CO

Financial Services
732
New
$267.35 - $305.57 $196K - $224K
732 $217K
DHR
Danaher Corp

Healthcare
936
New
$226.16 - $274.52 $212K - $257K
936 $215K
PEP
Pepsico Inc

Consumer Defensive
1.39K
New
$151.29 - $176.1 $210K - $245K
1.39K $211K
Activity Summary
Buys All Purchases 60 New Holdings 50 Increased Positions 10 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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