Single Point Partners, LLC Incresed Positions in Q1 2025

Single Point Partners, LLC

  • $426 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
8.77K
+ 4.61%
$69.57 - $78.65 $610K - $690K
199K $15.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.33K
+ 1.33%
$95.85 - $99.25 $510K - $529K
405K $38.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26.3K
+ 11.17%
$49.25 - $50.66 $1.3M - $1.33M
262K $13M
BAC
Bank Of America Corp

Financial Services
20.8K
+ 306.1%
$39.61 - $47.74 $825K - $994K
27.6K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
1.67K
+ 51.22%
$225.19 - $279.95 $377K - $468K
4.94K $1.21M
VEA
Vanguard Ftse Developed Market

ETFs
1.42K
+ 1.63%
$47.4 - $52.99 $67.3K - $75.2K
88.6K $4.5M
GOOG
Alphabet Inc.

Communication Services
501K
+ 7538.47%
$156.06 - $207.71 $78.2M - $104M
508K $1.52M
GLD
Spdr Gold Trust

ETFs
261
+ 10.7%
$243.19 - $288.14 $63.5K - $75.2K
2.7K $778K
VO
Vanguard Mid Cap ETF

ETFs
1.73K
+ 3.01%
$251.87 - $277.95 $436K - $481K
59.3K $15.3M
MSFT
Microsoft Corp

Technology
736
+ 23.17%
$375.39 - $447.2 $276K - $329K
3.91K $1.47M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
189
+ 0.22%
$37.07 - $40.63 $7.01K - $7.68K
84.8K $3.34M
TJX
Tjx Companies Inc

Consumer Cyclical
636
+ 36.55%
$112.81 - $126.16 $71.7K - $80.2K
2.38K $289K
IWF
Ishares Russell 1000 Gr ETF

ETFs
435
+ 22.46%
$360.07 - $417.26 $157K - $182K
2.37K $856K
V
Visa Inc.

Financial Services
159
+ 24.16%
$306.92 - $362.71 $48.8K - $57.7K
817 $286K
BND
Vanguard Bd Index Fd Inc Total

ETFs
505
+ 1.95%
$71.17 - $73.66 $35.9K - $37.2K
26.4K $1.94M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
570
+ 1.59%
$81.83 - $82.67 $46.6K - $47.1K
36.5K $3.02M
META
Meta Platforms, Inc.

Communication Services
134
+ 18.48%
$576.74 - $736.67 $77.3K - $98.7K
859 $495K
PEP
Pepsico Inc

Consumer Defensive
457
+ 32.85%
$142.64 - $156.42 $65.2K - $71.5K
1.85K $277K
Vanguard Wellington Fd
554
+ 4.73%
N/A
12.3K $1.23M
EBC
Eastern Bankshares, Inc.

Financial Services
2.27K
+ 19.62%
$15.29 - $19.15 $34.6K - $43.4K
13.8K $226K
SPGI
S&P Global Inc.

Financial Services
17
+ 3.7%
$478.26 - $543.77 $8.13K - $9.24K
477 $243K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.74%
$890.62 - $1076.86 $4.45K - $5.38K
293 $277K
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.13%
$60.46 - $64.42 $302 - $322
3.86K $238K
JNK
Spdr Bloomberg High Yield Bond

ETFs
19
+ 0.35%
$94.86 - $97.12 $1.8K - $1.85K
5.41K $516K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.26%
$65.27 - $71.18 $587 - $641
3.46K $230K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
77
+ 3.05%
$120.24 - $134.3 $9.26K - $10.3K
2.6K $317K
HON
Honeywell International Inc

Industrials
17
+ 1.6%
$202.75 - $226.52 $3.45K - $3.85K
1.08K $228K
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 1.49%
$347.25 - $424.87 $5.9K - $7.22K
1.16K $425K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
7
+ 0.09%
$52.53 - $58.51 $368 - $410
8.2K $439K
AMZN
Amazon Com Inc

Consumer Cyclical
246
+ 5.81%
$190.26 - $242.06 $46.8K - $59.5K
4.48K $853K
GOOGL
Alphabet Inc.

Communication Services
752
+ 12.89%
$154.33 - $206.19 $116K - $155K
6.59K $1.02M
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.07%
$313.1 - $349.83 $2.19K - $2.45K
10.2K $3.23M
VXF
Vanguard Extended Market ETF

ETFs
102
+ 0.91%
$170.36 - $201.04 $17.4K - $20.5K
11.3K $1.95M
VB
Vanguard Small Cap ETF

ETFs
798
+ 2.4%
$217.89 - $252.64 $174K - $202K
34K $7.54M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.01%
$198.1 - $229.79 $396 - $460
28K $5.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.89K
+ 3.29%
$102.49 - $119.96 $808K - $946K
247K $25.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
+ 2.2%
$57.21 - $65.8 $870K - $1M
707K $41.2M
IVV
Ishares Core S&P 500 ETF

ETFs
4.91K
+ 2.29%
$554.06 - $615.85 $2.72M - $3.02M
219K $123M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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