Stablepoint Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Stablepoint Partners, LLC | Institutional Filer | ▲ 4.94% | $672.6M | 260 |
Current Portfolio Holdings
Showing all 260 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 73K | $18.6M | 2.77% |
| 2 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 220K | $13.1M | 1.95% |
| 3 | NEE | NextEra Energy, Inc. | Utilities | 131K | $12.1M | 1.80% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 39K | $11.5M | 1.71% |
| 5 | AVGO | Broadcom Inc. | Technology | 35K | $11.0M | 1.63% |
| 6 | AMGN | Amgen Inc. | Healthcare | 31K | $10.9M | 1.62% |
| 7 | SRLN | SSGA ACTIVE ETF TR | — | 267K | $10.7M | 1.59% |
| 8 | IAU | ISHARES GOLD TR | — | 118K | $10.4M | 1.54% |
| 9 | PFF | ISHARES TR | — | 340K | $10.3M | 1.53% |
| 10 | TIP | ISHARES TR | — | 88K | $9.7M | 1.45% |
| 11 | CVX | Chevron Corporation | Energy | 45K | $9.2M | 1.37% |
| 12 | KO | The Coca-Cola Company | Consumer Defensive | 122K | $9.2M | 1.37% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 43K | $9.1M | 1.35% |
| 14 | PSX | Phillips 66 | Energy | 49K | $8.9M | 1.32% |
| 15 | ULST | SSGA ACTIVE ETF TR | — | 216K | $8.7M | 1.30% |
Showing 1 to 15 of 260 holdings