SP
| |
Stablepoint Partners, LLC13F | |
| Stablepoint Partners, LLC | |
| Last update 2025-04-11 | 242 Stocks (5 new) |
| Value $552.00 Mil | Turnover 6 % |
Stablepoint Partners, LLC Top Holdings of 2025-03-31
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| 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 | +7.48% | -14.18% | 3,202,241.1 | 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 | +4.91% | +3.62% | 7,055.0 | ||
IAU | iShares Gold Trust | 164,061 | 9,673.0 | -4.20% | 1.750 | -0.07% | 0.020 | +1.63% | +30.68% | 49,312.6 | ||
JPM | JPMorgan Chase & Co | 39,129 | 9,598.4 | -11.23% | 1.740 | -0.22% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
NEE | NextEra Energy Inc | 127,391 | 9,030.8 | +5.63% | 1.640 | +0.09% | 0.010 | +17.30% | +9.93% | 159,626.3 | Utilities - Regulated | |
AMGN | Amgen Inc | 28,900 | 9,003.8 | +28.62% | 1.630 | +0.36% | 0.010 | +10.77% | +19.28% | 164,371.4 | Drug Manufacturers | |
MSFT | Microsoft Corp | 22,786 | 8,553.6 | +0.25% | 1.550 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | 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 | +1.22% | +2.60% | 6,255.0 | ||
KO | Coca-Cola Co | 115,882 | 8,299.5 | +7.46% | 1.500 | +0.10% | 0.000 | -5.07% | +13.51% | 299,835.2 | Beverages - Non-Alcoholic |
Stablepoint Partners, LLC's Historical Top Holdings Breakdowns
Stablepoint Partners, LLC's Top Stock Picks
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| 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 | $278.59 | 31.63% | Reduce -21.05% | 39,517 | -10,535 | |
AMGN | Amgen Inc | 2025-03-31 | Add Add | +0.36% | 258.59 ($295.3) 327.36 | $305.69 | 3.52% | Add 28.62% | 28,900 | 6,431 | |
CVS | CVS Health Corp | 2025-03-31 | Add Add | +0.27% | 44.22 ($59.84) 68.64 | $61.08 | 2.07% | 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 | $217.42 | 15.10% | Reduce -20.55% | 31,315 | -8,101 | |
CCI | Crown Castle Inc | 2025-03-31 | Add Add | +0.27% | 84.33 ($93.37) 106.39 | $110.25 | 18.08% | Add 32.51% | 58,693 | 14,399 | |
DOW | Dow Inc | 2025-03-31 | Add Add | +0.24% | 34.36 ($38.4) 41.92 | $29.66 | -22.76% | Add 37.79% | 137,356 | 37,670 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.22% | 225.19 ($254.94) 279.95 | $291.43 | 14.31% | Reduce -11.23% | 39,129 | -4,952 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.22% | 84.5 ($93.81) 105.05 | $95.85 | 2.17% | 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 | $50.76 | 12.77% | Reduce -52.23% | 21,151 | -23,130 |
Stablepoint Partners, LLC Total Holding History ($B)
Stablepoint Partners, LLC's Asset Allocation
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
Stablepoint Partners, LLC News
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