Single Point Partners, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $62.7 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $14.1M, Ishares Inc with a value of $9.21M, Ishares Tr Fltg Rate Nt ETF with a value of $7.6M, Ishares Tr Broad Usd High Yiel with a value of $5.78M, and Spdr S&P 500 ETF Trust with a value of $4.5M.

Examining the 13F form we can see an increase of $4.32M in the current position value, from $58.4M to 62.7M.

Below you can find more details about Single Point Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $62.7 Million
ETFs: $51.3 Million
Technology: $4.61 Million
Communication Services: $2.68 Million
Financial Services: $2.07 Million
Consumer Cyclical: $792,000
Utilities: $321,000
Consumer Defensive: $255,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $62.7 Million
  • Prior Value $58.4 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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.