Single Point Partners, LLC Reduced Holdings in Q3 2025

Single Point Partners, LLC

  • $550 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-698
- 15.7%
$211.65 - $238.24 $148K - $166K
3.75K $822K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.89K
- 30.33%
$36.04 - $38.78 $176K - $190K
11.2K $433K
MSFT
Microsoft Corp

Technology
-398
- 11.02%
$491.09 - $535.64 $195K - $213K
3.21K $1.66M
META
Meta Platforms, Inc.

Communication Services
-164
- 18.74%
$695.21 - $791.73 $114K - $130K
711 $522K
JPM
Jpmorgan Chase & CO

Financial Services
-631
- 13.14%
$282.78 - $316.06 $178K - $199K
4.17K $1.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-816
- 2.39%
$82.38 - $83.0 $67.2K - $67.7K
33.4K $2.77M
GBIL
Goldman Sachs Access Treasury

ETFs
-646
- 7.52%
$99.82 - $100.23 $64.5K - $64.7K
7.95K $796K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-548
- 23.94%
$133.48 - $144.38 $73.1K - $79.1K
1.74K $248K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-716
- 20.64%
$72.04 - $77.35 $51.6K - $55.4K
2.75K $211K
SPGI
S&P Global Inc.

Financial Services
-35
- 7.34%
$484.94 - $564.15 $17K - $19.7K
442 $215K
KO
Coca Cola CO

Consumer Defensive
-35
- 1.11%
$65.67 - $71.67 $2.3K - $2.51K
3.11K $206K
PEP
Pepsico Inc

Consumer Defensive
-151
- 8.4%
$133.81 - $152.16 $20.2K - $23K
1.65K $231K
T
At&T Inc.

Communication Services
-9
- 0.12%
$26.94 - $29.62 $242 - $267
7.59K $214K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-92
- 8.04%
$182.33 - $194.5 $16.8K - $17.9K
1.05K $204K
HYG
Ishares Tr

ETFs
-90
- 1.06%
$79.85 - $81.32 $7.19K - $7.32K
8.4K $681K
AXP
American Express CO

Financial Services
-28
- 4.11%
$294.27 - $342.31 $8.24K - $9.58K
654 $217K
VZ
Verizon Communications Inc

Communication Services
-40
- 0.79%
$40.84 - $45.06 $1.63K - $1.8K
5.03K $220K
AVGO
Broadcom Inc.

Technology
-126
- 15.44%
$264.74 - $369.57 $33.4K - $46.6K
690 $227K
RTX
Raytheon Technologies Corp

Industrials
-230
- 11.45%
$144.19 - $167.33 $33.2K - $38.5K
1.78K $297K
IWD
Ishares Russell 1000 Val ETF

ETFs
-35
- 1.89%
$192.76 - $203.86 $6.75K - $7.14K
1.82K $370K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-30
- 4.35%
$546.99 - $602.2 $16.4K - $18.1K
660 $396K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-38
- 0.56%
$42.28 - $45.71 $1.61K - $1.74K
6.75K $307K
LOW
Lowes Companies Inc

Consumer Cyclical
-15
- 1.18%
$215.01 - $273.02 $3.23K - $4.1K
1.26K $316K
NVDA
Nvidia Corp

Technology
-225
- 8.44%
$153.3 - $186.58 $34.5K - $42K
2.44K $455K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-787
- 2.64%
$24.46 - $26.5 $19.3K - $20.9K
29.1K $765K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-130
- 5.43%
$420.11 - $472.68 $54.6K - $61.4K
2.26K $1.06M
TJX
Tjx Companies Inc

Consumer Cyclical
-2
- 0.09%
$121.35 - $144.54 $243 - $289
2.27K $328K
BAC
Bank Of America Corp

Financial Services
-918
- 3.32%
$44.92 - $52.42 $41.2K - $48.1K
26.7K $1.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
-51
- 0.69%
$108.97 - $121.65 $5.56K - $6.2K
7.3K $881K
GOOGL
Alphabet Inc.

Communication Services
-1.1K
- 18.57%
$174.36 - $254.72 $191K - $280K
4.82K $1.17M
MUB
Ishares National Muni Bond ETF

ETFs
-923
- 0.75%
$103.24 - $106.68 $95.3K - $98.5K
123K $13.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.62K
- 3.12%
$49.43 - $54.52 $79.8K - $88K
50.1K $2.72M
VXF
Vanguard Extended Market ETF

ETFs
-1
- 0.01%
$193.58 - $213.07 $194 - $213
14K $2.92M
VEA
Vanguard Ftse Developed Market

ETFs
-528
- 0.58%
$56.02 - $60.3 $29.6K - $31.8K
91K $5.45M
VTI
Vanguard Total Stock Market Et

ETFs
-258
- 1.83%
$303.93 - $329.86 $78.4K - $85.1K
13.8K $4.54M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-62
- 0.07%
$42.67 - $46.91 $2.65K - $2.91K
85.6K $4.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.01%
$617.65 - $666.84 $618 - $667
7.5K $4.99M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-603
- 0.78%
$135.0 - $146.02 $81.4K - $88.1K
76.5K $11.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-365
- 0.62%
$339.37 - $366.46 $124K - $134K
58.1K $21.2M
GOOG
Alphabet Inc.

Communication Services
-988
- 0.4%
$175.16 - $255.24 $173K - $252K
247K $60.1M
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
Track This Portfolio

Track Single Point Partners, LLC Portfolio

Follow Single Point Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Single Point Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Single Point Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email