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Stablepoint Partners, LLC

13F
Stablepoint Partners, LLC
Last update 2025-04-11 242 Stocks (5 new)
Value $552.00 Mil Turnover 6 %
Countries:
Stablepoint Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
71,236
15,823.7
-0.44%
2.870
-0.01%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
225,890
11,102.5
-23.98%
2.010
-0.64%
0.440
+1.75%
+2.98%
2,671.8
 
SRLN
SPDR Blackstone Senior Loan ETF
251,348
10,338.0
+2.97%
1.870
+0.05%
0.140
+4.40%
+3.70%
7,060.1
 
IAU
iShares Gold Trust
164,061
9,673.0
-4.20%
1.750
-0.07%
0.020
+2.88%
+29.09%
48,710.5
 
JPM
JPMorgan Chase & Co
39,129
9,598.4
-11.23%
1.740
-0.22%
0.000
+23.79%
+25.81%
815,993.3
Banks
NEE
NextEra Energy Inc
127,391
9,030.8
+5.63%
1.640
+0.09%
0.010
+9.13%
+3.24%
149,957.7
Utilities - Regulated
AMGN
Amgen Inc
28,900
9,003.8
+28.62%
1.630
+0.36%
0.010
+12.25%
+20.65%
166,269.5
Drug Manufacturers
MSFT
Microsoft Corp
22,786
8,553.6
+0.25%
1.550
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
139,708
8,360.1
-10.10%
1.510
-0.17%
0.130
+1.25%
+2.60%
6,255.0
 
KO
Coca-Cola Co
115,882
8,299.5
+7.46%
1.500
+0.10%
0.000
-4.98%
+12.70%
297,683.1
Beverages - Non-Alcoholic

Stablepoint Partners, LLC's Historical Top Holdings Breakdowns

Stablepoint Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
2025-03-31
Reduce
Reduce
-0.64%
48.89 ($49.03) 49.21
$49.16
0.27%
Reduce -23.98%
225,890
-71,267
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.45%
167.43 ($211.65) 244.7
$283.69
34.04%
Reduce -21.05%
39,517
-10,535
AMGN
Amgen Inc
2025-03-31
Add
Add
+0.36%
258.59 ($295.3) 327.36
$309.22
4.71%
Add 28.62%
28,900
6,431
CVS
CVS Health Corp
2025-03-31
Add
Add
+0.27%
44.22 ($59.84) 68.64
$61.85
3.36%
Add 28.11%
98,316
21,575
COF
Capital One Financial Corp
2025-03-31
Reduce
Reduce
-0.27%
163.87 ($188.9) 209.82
$219.46
16.18%
Reduce -20.55%
31,315
-8,101
CCI
Crown Castle Inc
2025-03-31
Add
Add
+0.27%
84.33 ($93.37) 106.39
$109.73
17.52%
Add 32.51%
58,693
14,399
DOW
Dow Inc
2025-03-31
Add
Add
+0.24%
34.36 ($38.4) 41.92
$30.37
-20.91%
Add 37.79%
137,356
37,670
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.22%
225.19 ($254.94) 279.95
$296.76
16.40%
Reduce -11.23%
39,129
-4,952
WMT
Walmart Inc
2025-03-31
Reduce
Reduce
-0.22%
84.5 ($93.81) 105.05
$95.68
1.99%
Reduce -16.67%
65,536
-13,115
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.19%
42.5 ($45.01) 46.71
$51.23
13.82%
Reduce -52.23%
21,151
-23,130

Stablepoint Partners, LLC Total Holding History ($B)

To

Stablepoint Partners, LLC's Asset Allocation

To

Stablepoint Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Stablepoint Partners, LLC's Hypothetical Growth since 2025-03-31

Stablepoint Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stablepoint Partners, LLC's Holdings Heat Map

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Stablepoint Partners, LLC's Holdings Bubble Chart

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