SP

Single Point Partners, LLC

13F
Single Point Partners, LLC
Last update 2024-10-03 34 Stocks (4 new)
Value $63.00 Mil Turnover 5 %
Countries:
Top Holdings: IEFA(22.41%)IEMG(14.68%)FLOT(12.12%)USHY(9.21%)SPY(7.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
Single Point Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA 		iShares Core MSCI EAFE ETF
180,081
14060.000
+4.66%
22.410
+1.00%
0.010
+2.90%
+4.92%
121378.078
 
IEMG 		iShares Core MSCI Emerging Markets ETF
160,501
9210.000
-2.34%
14.680
-0.35%
0.010
+6.40%
+10.38%
82500.135
 
FLOT 		iShares Floating Rate Bond ETF
148,964
7600.000
+7.29%
12.120
+0.82%
0.100
+0.32%
+0.63%
7310.547
 
USHY 		iShares Broad USD High Yield Corporate Bond ETF
153,484
5780.000
+14.83%
9.210
+1.19%
0.030
+2.16%
+2.86%
20727.423
 
SPY 		S&P 500 ETF TRUST ETF
7,844
4500.000
-0.10%
7.170
-0.01%
0.000
+12.73%
+25.85%
618697.219
 
AAPL 		Apple Inc
16,791
3910.000
-1.35%
6.230
-0.08%
0.000
+6.64%
+18.46%
3430687.188
Hardware
SPEM 		SPDR Portfolio Emerging Markets ETF
84,575
3490.000
-0.51%
5.560
-0.03%
0.030
+8.61%
+14.32%
10314.304
 
IXUS 		iShares Core MSCI Total International Stock ETF
32,933
2390.000
-1.44%
3.810
-0.06%
0.010
+4.49%
+7.16%
38125.343
 
GOOG 		Alphabet Inc
7,525
1260.000
-4.78%
2.010
-0.12%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
GOOGL 		Alphabet Inc
6,072
1010.000
-11.32%
1.610
-0.24%
0.000
+10.22%
+27.99%
2191538.690
Interactive Media

Single Point Partners, LLC's Historical Top Holdings Breakdowns

Single Point 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
USHY 		iShares Broad USD High Yield Corporate Bond ETF2024-09-30Add
+1.19%
●
36.06 ($36.95) 37.68
$37.39
1.19%
Add 14.83%
153,484
19,817
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+1.00%
●
70.09 ($74.86) 78.74
$73.81
-1.40%
Add 4.66%
180,081
8,023
GLD 		SPDR Gold Shares ETF2024-09-30New Buy
+0.94%
●
215.56 ($229) 246.98
$247.96
8.28%
New holding
2,439
2,439
FLOT 		iShares Floating Rate Bond ETF2024-09-30Add
+0.82%
●
50.63 ($50.94) 51.11
$50.94
0%
Add 7.29%
148,964
10,126
DOCN 		DigitalOcean Holdings Inc2024-09-30Sold Out
-0.41%
●
27.27 ($35.66) 43.23
$38.50
7.96%
Sold Out
0
-6,950
BA 		Boeing Co2024-09-30Sold Out
-0.39%
●
152.04 ($171.47) 190.6
$151.68
-11.54%
Sold Out
0
-1,247
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Reduce
-0.35%
●
50.72 ($54.13) 58.37
$55.83
3.14%
Reduce -2.34%
160,501
-3,852
BX 		Blackstone Inc2024-09-30New Buy
+0.33%
●
120.77 ($138.73) 159.66
$177.46
27.92%
New holding
1,396
1,396
QUAL 		iShares MSCI USA Quality Factor ETF2024-09-30New Buy
+0.32%
●
162.64 ($173.44) 179.3
$184.42
6.33%
New holding
1,115
1,115
NDMO 		Nuveen Dynamic Municipal Opportunities2024-09-30Sold Out
-0.31%
●
10.65 ($10.89) 11.21
$10.79
-0.92%
Sold Out
0
-17,000

Single Point Partners, LLC Total Holding History ($B)

To

Single Point Partners, LLC's Asset Allocation

To

Single Point Partners, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Single Point Partners, LLC's Hypothetical Growth since 2024-09-30

Single Point Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Single Point Partners, LLC's Holdings Heat Map

Size field:

Single Point Partners, LLC's Holdings Bubble Chart

Single Point Partners, LLC News

  • 1

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