SP

Stablepoint Partners, LLC

13F
Stablepoint Partners, LLC
Last update 2025-04-11 242 Stocks (5 new)
Value $552.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(2.87%)VNLA(2.01%)SRLN(1.87%)IAU(1.75%)JPM(1.74%)
Summary Stock Picks Current Portfolio
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
-16.84%
-19.60%
2,999,860.7
Hardware
VNLA 		Janus Henderson Short Duration Income ETF
225,890
11,102.5
-23.98%
2.010
-0.64%
0.440
+1.12%
+2.11%
2,578.4
 
SRLN 		SPDR Blackstone Senior Loan ETF
251,348
10,338.0
+2.97%
1.870
+0.05%
0.140
+1.17%
+1.77%
6,825.2
 
IAU 		iShares Gold Trust
164,061
9,673.0
-4.20%
1.750
-0.07%
0.020
+15.39%
+25.55%
46,061.4
 
JPM 		JPMorgan Chase & Co
39,129
9,598.4
-11.23%
1.740
-0.22%
0.000
+0.37%
+11.38%
733,680.9
Banks
NEE 		NextEra Energy Inc
127,391
9,030.8
+5.63%
1.640
+0.09%
0.010
+0.67%
-0.65%
145,421.7
Utilities - Regulated
AMGN 		Amgen Inc
28,900
9,003.8
+28.62%
1.630
+0.36%
0.010
-5.63%
+12.44%
154,956.1
Drug Manufacturers
MSFT 		Microsoft Corp
22,786
8,553.6
+0.25%
1.550
0%
0.000
+16.18%
+9.64%
3,421,645.9
Software
FTSM 		First Trust Enhanced Short Maturity ETF
139,708
8,360.1
-10.10%
1.510
-0.17%
0.130
+1.04%
+1.89%
6,467.4
 
KO 		Coca-Cola Co
115,882
8,299.5
+7.46%
1.500
+0.10%
0.000
+2.00%
+16.66%
310,337.6
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 ETF2025-03-31Reduce
-0.64%
●
48.89 ($49.03) 49.21
$49.16
0.27%
Reduce -23.98%
225,890
-71,267
AVGO 		Broadcom Inc2025-03-31Reduce
-0.45%
●
167.43 ($211.65) 244.7
$242.07
14.37%
Reduce -21.05%
39,517
-10,535
AMGN 		Amgen Inc2025-03-31Add
+0.36%
●
258.59 ($295.3) 327.36
$288.18
-2.41%
Add 28.62%
28,900
6,431
CVS 		CVS Health Corp2025-03-31Add
+0.27%
●
44.22 ($59.84) 68.64
$64.04
7.02%
Add 28.11%
98,316
21,575
COF 		Capital One Financial Corp2025-03-31Reduce
-0.27%
●
163.87 ($188.9) 209.82
$189.15
0.13%
Reduce -20.55%
31,315
-8,101
CCI 		Crown Castle Inc2025-03-31Add
+0.27%
●
84.33 ($93.37) 106.39
$100.35
7.48%
Add 32.51%
58,693
14,399
DOW 		Dow Inc2025-03-31Add
+0.24%
●
34.36 ($38.4) 41.92
$27.74
-27.76%
Add 37.79%
137,356
37,670
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.22%
●
225.19 ($254.94) 279.95
$264.00
3.55%
Reduce -11.23%
39,129
-4,952
WMT 		Walmart Inc2025-03-31Reduce
-0.22%
●
84.5 ($93.81) 105.05
$98.72
5.23%
Reduce -16.67%
65,536
-13,115
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Reduce
-0.19%
●
42.5 ($45.01) 46.71
$47.00
4.42%
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

Top Ranked Articles

  • 1

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

Size field:

Stablepoint Partners, LLC's Holdings Bubble Chart

Stablepoint Partners, LLC News

  • 1

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