Spirepoint Private Client, LLC Purchases in Q3 2024

Spirepoint Private Client, LLC

  • $755 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.39K
+ 124.96%
$405.19 - $478.57 $2.99M - $3.54M
13.3K $6.12B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
61.8K
+ 66.11%
$49.93 - $51.15 $3.08M - $3.16M
155K $7.93B
PLTR
Palantir Technologies Inc.

Technology
16.5K
+ 7.53%
$24.09 - $37.95 $398K - $627K
236K $8.77B
XLU
Utilities Sector Spdr

ETFs
16.7K
+ 18.45%
$67.67 - $80.78 $1.13M - $1.35M
107K $8.64B
NEE
Nextera Energy Inc

Utilities
3.82K
+ 2.43%
$69.9 - $84.97 $267K - $325K
161K $13.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.5K
+ 44.34%
$71.45 - $75.64 $2.11M - $2.23M
96K $7.21B
LMT
Lockheed Martin Corp

Industrials
726
+ 4.84%
$460.3 - $584.56 $334K - $424K
15.7K $9.19B
POWL
Powell Industries Inc

Industrials
625
+ 2.47%
$130.27 - $221.99 $81.4K - $139K
26K $5.76B
AXON
Axon Enterprise, Inc.

Industrials
1.54K
+ 10.81%
$286.16 - $399.6 $442K - $617K
15.8K $6.33B
JNJ
Johnson & Johnson

Healthcare
1.45K
+ 1.56%
$145.48 - $167.38 $211K - $243K
94.4K $15.3B
UNH
Unitedhealth Group Inc

Healthcare
630
+ 4.17%
$488.01 - $604.18 $307K - $381K
15.7K $9.2B
APD
Air Products & Chemicals, Inc.

Basic Materials
1.45K
+ 7.93%
$247.34 - $300.11 $358K - $434K
19.7K $5.86B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
829
+ 1.5%
$138.85 - $182.81 $115K - $152K
56K $9.94B
AVGO
Broadcom Inc.

Technology
77.1K
+ 906.93%
$136.27 - $1745.86 $10.5M - $135M
85.6K $14.8B
DHR
Danaher Corp

Healthcare
1.33K
+ 5.11%
$239.25 - $280.76 $319K - $375K
27.4K $7.63B
WMT
Walmart Inc.

Consumer Defensive
1.86K
+ 2.61%
$66.91 - $81.4 $124K - $151K
73.1K $5.9B
COST
Costco Wholesale Corp

Consumer Defensive
729
+ 6.4%
$801.83 - $917.05 $585K - $669K
12.1K $10.7B
PG
Procter & Gamble CO

Consumer Defensive
2.17K
+ 2.72%
$160.76 - $177.82 $348K - $385K
82K $14.2B
SO
Southern CO

Utilities
2.37K
+ 3.64%
$77.0 - $90.52 $183K - $215K
67.6K $6.09B
CCI
Crown Castle International Corp

Real Estate
3.66K
+ 13.06%
$95.29 - $120.24 $348K - $440K
31.7K $3.76B
ABBV
Abb Vie Inc.

Healthcare
706
+ 2.36%
$163.84 - $199.33 $116K - $141K
30.7K $6.05B
CI
Cigna Corp

Healthcare
1.78K
+ 9.58%
$319.12 - $367.1 $569K - $654K
20.4K $7.06B
MDT
Medtronic PLC

Healthcare
5.34K
+ 14.92%
$76.84 - $91.03 $411K - $486K
41.2K $3.71B
TMO
Thermo Fisher Scientific Inc.

Healthcare
347
+ 3.58%
$531.86 - $624.21 $185K - $217K
10K $6.21B
Veralto Corp
4.47K
+ 21.98%
N/A
24.8K $2.77B
KNX
Knight Swift Transportation Holdings Inc.

Industrials
8.3K
+ 12.75%
$47.99 - $54.43 $398K - $452K
73.4K $3.96B
MA
Mastercard Inc

Financial Services
284
+ 2.84%
$429.6 - $500.99 $122K - $142K
10.3K $5.08B
TJX
Tjx Companies Inc

Consumer Cyclical
1.59K
+ 2.57%
$107.93 - $120.23 $172K - $191K
63.5K $7.47B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.15K
+ 8.6%
$259.22 - $299.75 $298K - $344K
14.5K $4.08B
BSX
Boston Scientific Corp

Healthcare
1.34K
+ 1.97%
$72.96 - $84.0 $98K - $113K
69.6K $5.84B
IQV
Iqvia Holdings Inc.

Healthcare
1.04K
+ 8.64%
$206.81 - $251.55 $215K - $262K
13.1K $3.1B
V
Visa Inc.

Financial Services
414
+ 1.34%
$253.74 - $291.56 $105K - $121K
31.3K $8.6B
BLK
Black Rock Inc.

Financial Services
7
+ 0.27%
$782.27 - $949.51 $5.48K - $6.65K
2.64K $2.51B
XLK
Technology Sector Spdr

ETFs
1.77K
+ 3.56%
$197.34 - $237.68 $350K - $421K
51.5K $11.6B
PANW
Palo Alto Networks Inc

Technology
866
+ 3.17%
$294.18 - $368.01 $255K - $319K
28.2K $9.63B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.5K
+ 5.49%
$44.66 - $49.15 $467K - $514K
201K $9.48B
ZETA
Zeta Global Holdings Corp.

Technology
10.2K
New
$16.61 - $30.24 $170K - $309K
10.2K $305M
SHW
Sherwin Williams CO

Basic Materials
27
+ 0.77%
$294.65 - $384.0 $7.96K - $10.4K
3.51K $1.34B
XOM
Exxon Mobil Corp

Energy
1.17K
+ 1.51%
$109.72 - $119.0 $128K - $139K
78.3K $9.18B
MGK
Vanguard Mega Cap Growth ETF

ETFs
673
+ 7.86%
$285.48 - $330.24 $192K - $222K
9.24K $2.97B
ORCL
Oracle Corp

Technology
14
+ 0.15%
$125.9 - $170.35 $1.76K - $2.38K
9.61K $1.64B
CVX
Chevron Corp

Energy
4.64K
+ 10.59%
$137.88 - $161.97 $639K - $751K
48.4K $7.13B
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 1.0%
$333.64 - $405.2 $13.7K - $16.6K
4.15K $1.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.1%
$475.2 - $527.7 $4.28K - $4.75K
9.08K $4.79B
MOD
Modine Manufacturing CO

Consumer Cyclical
73
+ 1.02%
$94.6 - $133.72 $6.91K - $9.76K
7.23K $960M
PIPR
Piper Sandler Companies

Financial Services
840
New
$230.9 - $287.51 $194K - $242K
840 $238M
DGRO
Ishares Core Dividend Growth E

ETFs
544
+ 1.37%
$57.47 - $62.76 $31.3K - $34.1K
40.3K $2.53B
O
Realty Income Corp

Real Estate
3.66K
New
$52.36 - $63.42 $191K - $232K
3.66K $232M
BRO
Brown & Brown, Inc.

Financial Services
2.21K
New
$89.11 - $105.82 $197K - $234K
2.21K $229M
Activity Summary
Buys All Purchases 112 New Holdings 13 Increased Positions 99 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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