Spirepoint Private Client, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $705 Billion distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $148B, Microsoft Corp with a value of $29.1B, Apple Inc. with a value of $28.9B, Rivian Automotive, Inc. with a value of $19.2B, and Clean Harbors Inc with a value of $18.5B.

Examining the 13F form we can see an increase of $48.9B in the current position value, from $657B to 705B.

Spirepoint Private Client, LLC is based out at Vero Beach, FL

Below you can find more details about Spirepoint Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $705 Billion
Industrials: $203 Billion
Technology: $119 Billion
ETFs: $89.5 Billion
Healthcare: $77.2 Billion
Consumer Cyclical: $58.7 Billion
Consumer Defensive: $45.5 Billion
Financial Services: $35 Billion
Energy: $22.5 Billion
Other: $50.5 Billion

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 207
  • Current Value $705 Billion
  • Prior Value $657 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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