Single Point Partners, LLC Portfolio Holdings

Single Point Partners, LLC

  • $434 Million
  • Q4 2024

Single Point Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $434 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $126M, Ishares Core S&P Mid Cap ETF with a value of $43.1M, Ishares Core U.S. Aggregate Bo with a value of $37.4M, Ishares Core S&P Sm Cap ETF with a value of $27.6M, and Ishares National Muni Bond ETF with a value of $18.7M.

Examining the 13F form we can see an increase of $372M in the current position value, from $62.7M to 434M.

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

Portfolio value $434 Million
ETFs: $415 Million
Technology: $8.01 Million
Communication Services: $2.8 Million
Financial Services: $2.43 Million
Consumer Cyclical: $1.58 Million
Energy: $1.45 Million
Utilities: $608,000
Consumer Defensive: $475,000
Other: $706,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.57B
$1.45 Million 0.33% of portfolio
41,324
Q4 2024 New
$3.26B
$199,000 0.05% of portfolio
11,545
Q4 2024 Reduced 88.91%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $434 Million
  • Prior Value $62.7 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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