SP
| |
Single Point Partners, LLC13F | |
| Single Point Partners, LLC | |
| Last update 2025-07-21 | 88 Stocks (6 new) |
| Value $457.00 Mil | Turnover 3 % |
Single Point Partners, LLC Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 218,729 | 135,810.0 | -0.24% | 29.700 | -0.07% | 0.020 | +16.45% | +8.98% | 642,461.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 690,178 | 42,810.0 | -2.33% | 9.360 | -0.23% | 0.050 | +12.58% | +3.00% | 97,797.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 414,026 | 39,680.0 | +2.11% | 8.680 | +0.18% | 0.030 | +1.03% | +3.43% | 128,074.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 239,211 | 26,140.0 | -3.29% | 5.720 | -0.20% | 0.030 | +12.87% | -1.86% | 81,849.8 | ||
IWB | iShares Russell 1000 ETF | 58,430 | 19,840.0 | +10.48% | 4.340 | +0.41% | 0.050 | +16.36% | +8.75% | 41,856.7 | ||
VO | Vanguard Mid-Cap ETF | 64,110 | 18,010.0 | +8.19% | 3.940 | +0.30% | 0.020 | +13.58% | +9.73% | 80,610.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 202,884 | 16,940.0 | +1.89% | 3.700 | +0.07% | 0.010 | +11.09% | +22.93% | 146,414.2 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 305,014 | 14,960.0 | +16.52% | 3.270 | +0.46% | 0.040 | +0.28% | -1.65% | 35,654.2 | ||
MUB | iShares National Muni Bond ETF | 123,771 | 12,930.0 | -18.04% | 2.830 | -0.67% | 0.030 | +0.42% | -1.32% | 37,825.3 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 77,075 | 10,410.0 | -6.54% | 2.280 | -0.15% | 0.010 | +16.64% | +8.51% | 72,996.2 |
Single Point Partners, LLC's Historical Top Holdings Breakdowns
Single Point 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.67% | 102.31 ($103.99) 105.8 | $103.49 | -0.48% | Reduce -18.04% | 123,771 | -27,251 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Add Add | +0.46% | 48.13 ($48.86) 49.85 | $48.50 | -0.74% | Add 16.52% | 305,014 | 43,247 | |
IWB | iShares Russell 1000 ETF | 2025-06-30 | Add Add | +0.41% | 272.36 ($313.79) 339.57 | $348.52 | 11.07% | Add 10.48% | 58,430 | 5,543 | |
DINO | HF Sinclair Corp | 2025-06-30 | Sold Out Sold Out | -0.32% | 25.91 ($34.4) 41.85 | $43.87 | 27.53% | Sold Out | 0 | -41,324 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Add Add | +0.30% | 228.54 ($262.5) 279.83 | $287.44 | 9.50% | Add 8.19% | 64,110 | 4,851 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +0.25% | 193.73 ($223.07) 237.37 | $245.19 | 9.92% | Add 14.43% | 38,916 | 4,907 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -0.23% | 51.16 ($58.7) 62.02 | $63.80 | 8.69% | Reduce -2.33% | 690,178 | -16,447 | |
BKLC |
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
| 2025-06-30 | New Buy New Buy | +0.23% | 94.74 ($109.33) 118.43 | $121.64 | 11.26% | New holding | 9,037 | 9,037 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -0.20% | 90.56 ($103.39) 109.49 | $112.32 | 8.64% | Reduce -3.29% | 239,211 | -8,126 | |
GOOG | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.18% | 146.58 ($165.11) 180.01 | $193.20 | 17.01% | Reduce -51.2% | 247,681 | -259,895 |
Single Point Partners, LLC Total Holding History ($B)
Single Point Partners, LLC's Asset Allocation
Single Point Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Single Point Partners, LLC's Hypothetical Growth since 2025-06-30
Single Point Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Single Point Partners, LLC's Holdings Heat Map
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Single Point Partners, LLC's Holdings Bubble Chart
Single Point Partners, LLC News
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