Spirepoint Private Client, LLC Purchases in Q3 2025

Spirepoint Private Client, LLC

  • $951 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
632
+ 43.08%
$390.92 - $477.15 $247K - $302K
2.1K $1B
MA
Mastercard Inc

Financial Services
600
+ 4.88%
$550.18 - $598.96 $330K - $359K
12.9K $7.34B
Celestica Inc
128
+ 3.03%
N/A
4.35K $1.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 0.27%
$459.11 - $506.91 $27.1K - $29.9K
22.1K $11.1B
RMT
Royce Micro Cap Trust, Inc.

Financial Services
38.5K
New
$9.2 - $10.5 $354K - $404K
38.5K $400M
NET
Cloudflare, Inc.

Technology
1.75K
New
$181.39 - $228.28 $317K - $399K
1.75K $375M
DIS
Walt Disney CO

Communication Services
3.18K
New
$112.25 - $124.0 $357K - $394K
3.18K $364M
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.26K
New
$56.32 - $68.81 $296K - $362K
5.26K $362M
HDV
Ishares Core High Dividend ETF

ETFs
2.86K
New
$118.16 - $123.66 $338K - $354K
2.86K $351M
MGK
Vanguard Mega Cap Growth ETF

ETFs
75
+ 0.87%
$362.31 - $405.74 $27.2K - $30.4K
8.72K $3.51B
MCD
Mcdonalds Corp

Consumer Cyclical
976
+ 30.16%
$291.67 - $316.99 $285K - $309K
4.21K $1.28B
PEP
Pepsico Inc

Consumer Defensive
1.92K
+ 24.82%
$133.81 - $152.16 $257K - $292K
9.65K $1.36B
IVW
Ishares S&P 500 Growth ETF

ETFs
284
+ 1.01%
$108.97 - $121.65 $30.9K - $34.5K
28.3K $3.41B
EFX
Equifax Inc

Industrials
1.28K
New
$234.03 - $265.73 $299K - $340K
1.28K $328M
AMT
American Tower Corp

Real Estate
1.69K
New
$192.32 - $232.35 $325K - $392K
1.69K $325M
ED
Consolidated Edison Inc

Utilities
3.23K
New
$95.57 - $105.36 $308K - $340K
3.23K $324M
BA
Boeing CO

Industrials
1.49K
New
$209.79 - $237.38 $312K - $353K
1.49K $321M
GILD
Gilead Sciences, Inc.

Healthcare
2.71K
+ 4.31%
$108.22 - $120.47 $293K - $326K
65.6K $7.28B
LHX
L3 Harris Technologies, Inc.

Industrials
1.01K
New
$252.18 - $305.41 $255K - $309K
1.01K $309M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.68K
New
$103.83 - $179.9 $174K - $302K
1.68K $300M
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 2.08%
$620.67 - $670.08 $61.4K - $66.3K
4.85K $3.24B
WRB
Berkley W R Corp

Financial Services
3.83K
New
$67.78 - $76.62 $260K - $294K
3.83K $294M
LPLA
Lpl Financial Holdings Inc.

Financial Services
851
New
$332.69 - $399.0 $283K - $340K
851 $283M
PSN
Parsons Corp

Industrials
3.33K
New
$72.77 - $82.92 $242K - $276K
3.33K $276M
RECS
Columbia ETF Tr I

ETFs
1.08K
+ 1.67%
$36.82 - $40.35 $39.8K - $43.7K
65.8K $2.65B
HOOD
Robinhood Markets, Inc.

Technology
1.91K
New
$91.27 - $143.18 $174K - $273K
1.91K $273M
MS
Morgan Stanley

Financial Services
1.68K
New
$139.09 - $161.16 $234K - $271K
1.68K $268M
ALLE
Allegion PLC

Industrials
1.51K
New
$145.55 - $179.33 $219K - $270K
1.51K $267M
IWF
Ishares Russell 1000 Gr ETF

ETFs
44
+ 0.79%
$420.11 - $472.68 $18.5K - $20.8K
5.63K $2.64B
BWXT
Bwx Technologies, Inc.

Industrials
1.44K
New
$136.45 - $184.37 $196K - $265K
1.44K $265M
DLR
Digital Realty Trust, Inc.

Real Estate
1.54K
+ 128.17%
$161.21 - $180.02 $248K - $277K
2.74K $473M
LLY
Eli Lilly & CO

Healthcare
696
+ 4.31%
$625.65 - $812.69 $435K - $566K
16.9K $12.9B
PANW
Palo Alto Networks Inc

Technology
1.57K
+ 2.66%
$167.06 - $208.19 $262K - $326K
60.5K $12.3B
GE
General Electric CO

Industrials
849
New
$244.75 - $305.63 $208K - $259K
849 $255M
CCI
Crown Castle International Corp

Real Estate
2.59K
New
$92.96 - $113.91 $240K - $295K
2.59K $250M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.54K
+ 61.09%
$60.9 - $70.75 $276K - $321K
12K $748M
IRM
Iron Mountain Inc

Real Estate
2.39K
New
$89.46 - $104.46 $214K - $249K
2.39K $243M
MU
Micron Technology Inc

Technology
1.39K
New
$104.88 - $168.89 $146K - $235K
1.39K $232M
CRDO
Credo Technology Group Holding LTD

Technology
1.58K
New
$87.59 - $172.31 $139K - $273K
1.58K $231M
TRV
Travelers Companies, Inc.

Financial Services
823
New
$250.62 - $279.43 $206K - $230K
823 $230M
Victory Portfolios Ii
1.79K
+ 2.41%
N/A
75.9K $2.85B
ROL
Rollins Inc

Consumer Cyclical
3.85K
New
$55.05 - $58.74 $212K - $226K
3.85K $226M
AMD
Advanced Micro Devices Inc

Technology
1.39K
New
$134.8 - $184.42 $187K - $256K
1.39K $224M
LRN
Stride, Inc.

Consumer Defensive
1.5K
New
$128.23 - $169.81 $192K - $254K
1.5K $223M
DUK
Duke Energy Corp

Utilities
1.8K
New
$116.31 - $125.93 $209K - $227K
1.8K $223M
KLAC
Kla Corp

Technology
204
New
$843.9 - $1078.6 $172K - $220K
204 $220M
BSY
Bentley Systems Inc

Technology
4.24K
New
$51.48 - $58.72 $218K - $249K
4.24K $218M
NDSN
Nordson Corp

Industrials
923
New
$209.25 - $227.98 $193K - $210K
923 $209M
LII
Lennox International Inc

Industrials
395
New
$516.18 - $664.54 $204K - $262K
395 $209M
Activity Summary
Buys All Purchases 184 New Holdings 56 Increased Positions 128 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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