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Entity | Shares/Amount Change | Position Value Change |
USHY |
+120,426 | +$4,406 | EFA |
+10,420 | +$832 | ESGV |
+2,684 | +$250 | COST |
+315 | +$231 | SPHQ |
+3,424 | +$207 | MRK |
+1,524 | +$201 |
Entity | Shares/Amount Change | Position Value Change |
JNJ |
-1,338 | -$210 | BX |
-1,548 | -$203 | MVST |
-20,000 | -$28 |
Entity | Shares/Amount Change | Position Value Change |
IJH |
+572,854 | +$4,449 | IEFA |
+43,042 | +$3,685 | AGG |
+12,540 | +$874 | IJR |
+8,497 | +$1,450 | MUB |
+7,214 | +$679 | BND |
+3,576 | +$229 | SUB |
+3,101 | +$289 | VTEB |
+2,545 | +$23 | FLOT |
+2,512 | +$187 | VEU |
+589 | +$55 |
Entity | Shares/Amount Change | Position Value Change |
HYG |
-52,315 | -$4,044 | SCZ |
-35,416 | -$2,151 | IEMG |
-23,323 | -$944 | SPEM |
-22,351 | -$721 | VWO |
-8,821 | -$321 | BSVO |
-5,750 | -$118 | VSS |
-4,353 | -$488 | IVV |
-3,596 | +$13,103 | SCHC |
-1,733 | -$35 |
Size ($ in 1000's)
At 03/31/2024: $432,815 At 12/31/2023: $403,019
Single Point Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Single Point Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Single Point Partners LLC to be as follows, presented in the
table below with each row detailing each Single Point Partners LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Single Point Partners LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Single Point Partners LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
214,217 |
-3,596 |
$112,620 | IVV | 214,217 | -3,596 | $112,620 | ISHARES TR (IJH) |
713,081 |
+572,854 |
$43,313 | IJH | 713,081 | +572,854 | $43,313 | ISHARES TR (IWB) |
133,748 |
-271 |
$38,523 | IWB | 133,748 | -271 | $38,523 | ISHARES TR (AGG) |
283,080 |
+12,540 |
$27,725 | AGG | 283,080 | +12,540 | $27,725 | ISHARES TR (IJR) |
233,780 |
+8,497 |
$25,837 | IJR | 233,780 | +8,497 | $25,837 | VANGUARD INDEX FDS (VO) |
63,041 |
-603 |
$15,752 | VO | 63,041 | -603 | $15,752 | ISHARES TR (MUB) |
127,881 |
+7,214 |
$13,760 | MUB | 127,881 | +7,214 | $13,760 | ISHARES TR (IEFA) |
169,558 |
+43,042 |
$12,585 | IEFA | 169,558 | +43,042 | $12,585 | VANGUARD MUN BD FDS (VTEB) |
236,915 |
+2,545 |
$11,988 | VTEB | 236,915 | +2,545 | $11,988 | ISHARES INC (IEMG) |
230,361 |
-23,323 |
$11,887 | IEMG | 230,361 | -23,323 | $11,887 | ISHARES TR (ITOT) |
89,299 |
-1,598 |
$10,296 | ITOT | 89,299 | -1,598 | $10,296 | VANGUARD INDEX FDS (VB) |
43,625 |
-1,085 |
$9,972 | VB | 43,625 | -1,085 | $9,972 | ISHARES TR (FLOT) |
136,000 |
+2,512 |
$6,944 | FLOT | 136,000 | +2,512 | $6,944 | ISHARES TR (IWM) |
32,865 |
-1,113 |
$6,911 | IWM | 32,865 | -1,113 | $6,911 | ISHARES TR (SUB) |
54,419 |
+3,101 |
$5,699 | SUB | 54,419 | +3,101 | $5,699 | VANGUARD TAX MANAGED FDS (VEA) |
97,469 |
-597 |
$4,890 | VEA | 97,469 | -597 | $4,890 | ISHARES TR (USHY) |
120,426 |
+120,426 |
$4,406 | USHY | 120,426 | +120,426 | $4,406 | VANGUARD INDEX FDS (VTI) |
15,973 |
-112 |
$4,151 | VTI | 15,973 | -112 | $4,151 | SPDR S&P 500 ETF TR (SPY) |
7,861 |
-23 |
$4,112 | SPY | 7,861 | -23 | $4,112 | VANGUARD INDEX FDS (VXF) |
21,352 |
-1,429 |
$3,742 | VXF | 21,352 | -1,429 | $3,742 | SCHWAB STRATEGIC TR |
44,192 |
-322 |
$3,599 | SCHM | 44,192 | -322 | $3,599 | VANGUARD INDEX FDS (VOO) |
7,209 |
+174 |
$3,466 | VOO | 7,209 | +174 | $3,466 | SPDR INDEX SHS FDS (SPEM) |
90,159 |
-22,351 |
$3,263 | SPEM | 90,159 | -22,351 | $3,263 | ISHARES TR (IWV) |
10,416 |
+7 |
$3,126 | IWV | 10,416 | +7 | $3,126 | APPLE INC |
17,231 |
+182 |
$2,955 | AAPL | 17,231 | +182 | $2,955 | ISHARES TR (SHY) |
36,102 |
-1,213 |
$2,952 | SHY | 36,102 | -1,213 | $2,952 | VANGUARD BD INDEX FDS (BND) |
37,273 |
+3,576 |
$2,707 | BND | 37,273 | +3,576 | $2,707 | VANGUARD INTL EQUITY INDEX F (VWO) |
62,520 |
-8,821 |
$2,611 | VWO | 62,520 | -8,821 | $2,611 | ISHARES TR (IXUS) |
33,323 |
-424 |
$2,261 | IXUS | 33,323 | -424 | $2,261 | EASTERN BANKSHARES INC (EBC) |
145,401 |
UNCH |
$2,004 | EBC | 145,401 | UNCH | $2,004 | ISHARES TR (SCZ) |
28,961 |
-35,416 |
$1,834 | SCZ | 28,961 | -35,416 | $1,834 | MICROSOFT CORP |
3,986 |
-155 |
$1,677 | MSFT | 3,986 | -155 | $1,677 | GOLDMAN SACHS ETF TR (GBIL) |
13,174 |
-1,392 |
$1,329 | GBIL | 13,174 | -1,392 | $1,329 | ALPHABET INC |
8,426 |
-262 |
$1,283 | GOOG | 8,426 | -262 | $1,283 | ISHARES TR (HYG) |
16,486 |
-52,315 |
$1,281 | HYG | 16,486 | -52,315 | $1,281 | ALPHABET INC |
6,979 |
-310 |
$1,053 | GOOGL | 6,979 | -310 | $1,053 | SCHWAB STRATEGIC TR |
26,549 |
UNCH |
$1,036 | SCHF | 26,549 | UNCH | $1,036 | SCHWAB STRATEGIC TR |
28,233 |
-1,733 |
$1,011 | SCHC | 28,233 | -1,733 | $1,011 | VANGUARD WELLINGTON FD (VTES) |
9,864 |
+207 |
$993 | VTES | 9,864 | +207 | $993 | AMAZON COM INC |
5,009 |
+87 |
$904 | AMZN | 5,009 | +87 | $904 | SPDR SER TR (JNK) |
9,228 |
-75 |
$879 | JNK | 9,228 | -75 | $879 | ISHARES TR (EFA) |
10,420 |
+10,420 |
$832 | EFA | 10,420 | +10,420 | $832 | VANGUARD INTL EQUITY INDEX F (VSS) |
6,981 |
-4,353 |
$816 | VSS | 6,981 | -4,353 | $816 | VANGUARD WHITEHALL FDS (VYM) |
6,187 |
+6 |
$749 | VYM | 6,187 | +6 | $749 | JPMORGAN CHASE & CO |
3,677 |
-57 |
$736 | JPM | 3,677 | -57 | $736 | ISHARES TR (IVW) |
8,410 |
UNCH |
$710 | IVW | 8,410 | UNCH | $710 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,248 |
UNCH |
$695 | MDY | 1,248 | UNCH | $695 | DIMENSIONAL ETF TRUST (DFAC) |
20,969 |
UNCH |
$670 | DFAC | 20,969 | UNCH | $670 | VANGUARD INDEX FDS (VUG) |
1,936 |
-25 |
$666 | VUG | 1,936 | -25 | $666 | SCHWAB STRATEGIC TR |
10,572 |
-377 |
$656 | SCHX | 10,572 | -377 | $656 | ISHARES TR (IWF) |
1,924 |
-42 |
$648 | IWF | 1,924 | -42 | $648 | NVIDIA CORPORATION |
595 |
+23 |
$537 | NVDA | 595 | +23 | $537 | VANGUARD INTL EQUITY INDEX F (VEU) |
8,692 |
+589 |
$510 | VEU | 8,692 | +589 | $510 | META PLATFORMS INC |
1,013 |
-134 |
$492 | META | 1,013 | -134 | $492 | HOME DEPOT INC |
1,222 |
UNCH |
$469 | HD | 1,222 | UNCH | $469 | SPDR SER TR (EFIV) |
8,785 |
+12 |
$445 | EFIV | 8,785 | +12 | $445 | INVESCO QQQ TR |
957 |
-8 |
$425 | QQQ | 957 | -8 | $425 | PEPSICO INC |
1,771 |
+85 |
$312 | PEP | 1,771 | +85 | $312 | DIGITALOCEAN HLDGS INC |
8,075 |
-1,125 |
$308 | DOCN | 8,075 | -1,125 | $308 | DIMENSIONAL ETF TRUST (DFIV) |
8,270 |
UNCH |
$304 | DFIV | 8,270 | UNCH | $304 | BERKSHIRE HATHAWAY INC DEL |
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$303 | BRK.B | 720 | -8 | $303 | BANK AMERICA CORP |
7,768 |
-504 |
$296 | BAC | 7,768 | -504 | $296 | INTERNATIONAL BUSINESS MACHS |
1,539 |
+282 |
$294 | IBM | 1,539 | +282 | $294 | EA SERIES TRUST |
12,897 |
-5,750 |
$274 | BSVO | 12,897 | -5,750 | $274 | AMERICAN ELEC PWR CO INC |
3,126 |
-220 |
$269 | AEP | 3,126 | -220 | $269 | HONEYWELL INTL INC |
1,283 |
-167 |
$263 | HON | 1,283 | -167 | $263 | ISHARES TR (ESGU) |
2,248 |
+104 |
$258 | ESGU | 2,248 | +104 | $258 | VANGUARD WORLD FD (ESGV) |
2,684 |
+2,684 |
$250 | ESGV | 2,684 | +2,684 | $250 | PUBLIC SVC ENTERPRISE GRP IN |
3,661 |
UNCH |
$247 | PEG | 3,661 | UNCH | $247 | ISHARES TR (IVE) |
1,299 |
UNCH |
$243 | IVE | 1,299 | UNCH | $243 | COSTCO WHSL CORP NEW |
315 |
+315 |
$231 | COST | 315 | +315 | $231 | DANAHER CORPORATION |
905 |
-62 |
$226 | DHR | 905 | -62 | $226 | DIMENSIONAL ETF TRUST (DFAX) |
8,192 |
UNCH |
$208 | DFAX | 8,192 | UNCH | $208 | INVESCO EXCHANGE TRADED FD T (SPHQ) |
3,424 |
+3,424 |
$207 | SPHQ | 3,424 | +3,424 | $207 | SPDR SER TR (BIL) |
2,205 |
UNCH |
$202 | BIL | 2,205 | UNCH | $202 | S&P GLOBAL INC |
475 |
UNCH |
$202 | SPGI | 475 | UNCH | $202 | MERCK & CO INC |
1,524 |
+1,524 |
$201 | MRK | 1,524 | +1,524 | $201 | NUVEEN DYNAMIC MUN OPPORTUNI |
17,000 |
UNCH |
$186 | NDMO | 17,000 | UNCH | $186 | PIMCO DYNAMIC INCOME OPRNTS |
10,405 |
+0 |
$138 | PDO | 10,405 | UNCH | $138 | BLACKSTONE INC |
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$0 (exited) | BX | 0 | -1,548 | $0 | JOHNSON & JOHNSON |
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$0 (exited) | JNJ | 0 | -1,338 | $0 | MICROVAST HOLDINGS INC |
0 |
-20,000 |
$0 (exited) | MVST | 0 | -20,000 | $0 |
See Summary: Single Point Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Single Point Partners LLC
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