Single Point Partners, LLC Purchases in Q3 2025

Single Point Partners, LLC

  • $550 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.76K
+ 1.26%
$620.67 - $670.08 $1.71M - $1.85M
221K $148M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.8K
+ 1.86%
$62.09 - $66.51 $796K - $853K
703K $45.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.63K
+ 2.08%
$97.75 - $100.75 $843K - $869K
423K $42.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.28K
+ 1.37%
$108.46 - $120.63 $356K - $396K
242K $28.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.7K
+ 90.78%
$72.57 - $74.72 $1.65M - $1.69M
47.6K $3.54M
IEFA
Ishares Tr

ETFs
7.93K
+ 3.91%
$81.7 - $87.53 $647K - $694K
211K $18.4M
AAPL
Apple Inc.

Technology
1.64K
+ 10.7%
$202.38 - $256.87 $332K - $421K
17K $4.32M
VO
Vanguard Mid Cap ETF

ETFs
87
+ 0.14%
$279.83 - $293.74 $24.3K - $25.6K
64.2K $18.9M
SUB
Ishares Short Term National Mu

ETFs
7.55K
+ 14.17%
$106.17 - $107.3 $802K - $810K
60.9K $6.5M
IWM
Ishares Russell 2000 ETF

ETFs
299
+ 1.04%
$214.92 - $244.84 $64.3K - $73.2K
29K $7.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
375
+ 3.85%
$567.77 - $614.76 $213K - $231K
10.1K $6.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.44K
+ 2.11%
$48.5 - $50.19 $312K - $323K
311K $15.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.1K
+ 6.86%
$50.82 - $51.09 $513K - $515K
157K $8.03M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
10.3K
+ 6.45%
$37.14 - $37.85 $383K - $391K
170K $6.44M
IWV
Ishares Russell 3000 ETF

ETFs
21
+ 0.2%
$351.04 - $379.81 $7.37K - $7.98K
10.7K $4.05M
C
Citigroup Inc

Financial Services
2.1K
New
$85.57 - $103.49 $180K - $217K
2.1K $212K
ABBV
Abb Vie Inc.

Healthcare
912
New
$184.85 - $231.54 $169K - $211K
912 $211K
IXUS
Ishares Tr

ETFs
118
+ 0.35%
$76.35 - $82.58 $9.01K - $9.74K
33.5K $2.77M
PLTR
Palantir Technologies Inc.

Technology
80
+ 4.26%
$130.68 - $186.97 $10.5K - $15K
1.96K $357K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
24
+ 0.27%
$118.33 - $128.54 $2.84K - $3.08K
9.06K $1.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 22.17%
$459.11 - $506.91 $66.6K - $73.5K
799 $401K
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 6.99%
$357.4 - $423.42 $28.9K - $34.3K
1.24K $502K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26
+ 0.07%
$28.15 - $30.13 $732 - $783
39.5K $1.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
105
+ 1.81%
$132.9 - $142.03 $14K - $14.9K
5.9K $830K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
6
+ 0.07%
$58.56 - $63.63 $351 - $382
8.21K $522K
ILPT
Industrial Logistics Properties Trust

Real Estate
5K
+ 47.62%
$4.53 - $6.45 $22.7K - $32.3K
15.5K $90K
EBC
Eastern Bankshares, Inc.

Financial Services
35
+ 0.25%
$15.03 - $18.34 $526 - $642
13.8K $251K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
77
+ 2.87%
$134.94 - $145.86 $10.4K - $11.2K
2.76K $401K
BX
Blackstone Inc.

Financial Services
7
+ 0.48%
$152.77 - $188.68 $1.07K - $1.32K
1.48K $252K
VEU
Vanguard Ftse All World Ex Us

ETFs
7
+ 0.09%
$66.38 - $71.68 $465 - $502
7.43K $529K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
101
+ 2.91%
$70.77 - $73.59 $7.15K - $7.43K
3.57K $261K
JNK
Spdr Bloomberg High Yield Bond

ETFs
22
+ 0.5%
$96.22 - $98.19 $2.12K - $2.16K
4.39K $430K
V
Visa Inc.

Financial Services
33
+ 3.96%
$332.09 - $358.86 $11K - $11.8K
867 $295K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 6.51%
$915.95 - $994.57 $17.4K - $18.9K
311 $287K
IBM
International Business Machines Corp

Technology
9
+ 0.54%
$234.77 - $292.47 $2.11K - $2.63K
1.66K $469K
ACN
Accenture PLC

Technology
108
+ 2.39%
$232.56 - $304.78 $25.1K - $32.9K
4.63K $1.14M
IEMG
Ishares Inc

ETFs
1.62K
+ 1.04%
N/A
157K $8.45M
Vanguard Wellington Fd
122
+ 0.89%
N/A
13.8K $0
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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