Shorepoint Capital Partners LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    norwood, MA
  • CIK
    0001759476
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

100

$437.38M
FBND, AVGO, EVLN, SCHD
13F-HR
Feb 14, 2025
000175947625000001

101

$439.13M
FBND, AVGO, SCHD, MSFT
13F-HR
Nov 14, 2024
000175947624000005

100

$426.03M
FBND, AVGO, MSFT, SCHD
13F-HR
Aug 14, 2024
000175947624000003

97

$409.08M
FBND, AVGO, SCHD, MSFT
13F-HR
May 14, 2024
000175947624000002

96

$372.93M
SGOV, AVGO, SCHD, MSFT
13F-HR
Feb 13, 2024
000175947624000001

103

$340.79M
SGOV, AVGO, SCHD, MSFT
13F-HR
Nov 14, 2023
000175947623000004

106

$354.95M
AVGO, BSV, SCHD, MSFT
13F-HR
Aug 14, 2023
000175947623000003

121

$349.35M
BSV, AVGO, SCHD, MSFT
13F-HR
May 15, 2023
000175947623000002

138

$361.00K
SCHD, AVGO, BSV, ABBV
13F-HR
Feb 14, 2023
000175947623000001

74

$209.60M
SCHD, BSV, VB, ABBV
13F-HR
Nov 14, 2022
000175947622000004

83

$236.60M
SCHD, VTIP, ABBV, VB
13F-HR
Aug 15, 2022
000175947622000003

79

$239.42M
SCHD, VTIP, ABBV, SCHG
13F-HR
May 9, 2022
000175947622000002

79

$246.36M
SCHD, VTIP, SCHG, JMST
13F-HR
Feb 14, 2022
000175947622000001

78

$222.52M
SCHD, SCHG, JMST, VTIP
13F-HR
Nov 5, 2021
000175947621000003

77

$187.00M
SCHD, SCHG, VB, CVS
13F-HR
May 10, 2021
000175947621000002

76

$180.41M
SCHD, ABBV, SCHG, AAPL
13F-HR
Feb 16, 2021
000175947621000001

76

$161.06M
SCHD, SCHG, ABBV, AAPL
13F-HR
Nov 16, 2020
000175947620000005

76

$153.41M
SCHD, ABBV, SCHG, AAPL
13F-HR
Aug 12, 2020
000175947620000004

77

$124.67M
SCHD, ABBV, SCHG, CVS
13F-HR
May 14, 2020
000175947620000003

88

$174.85M
ABBV, SCHD, CVS, AAPL
13F-HR
Feb 14, 2020
000175947620000001

89

$169.52M
TORTOISE ENERGY INFRA CORP, SCHD, ABBV, CVS
13F-HR
Nov 14, 2019
000175947619000005

87

$175.37M
TORTOISE ENERGY INFRA CORP, SCHD, ABBV, JNJ
13F-HR
Aug 14, 2019
000175947619000004

86

$176.75M
TORTOISE ENERGY INFRA CORP, SCHD, ABBV, JNJ
13F-HR
Apr 12, 2019
000175947619000003