Fund HoldingsStablepoint Partners, LLC

Total Portfolio Value
$552.00M
Total Bought
$48.71M
Total Sold
$41.64M
Net Transaction
+$7.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP(CVS)098,316+98,31606,6611.21%+6,661
AMGEN INC(AMGN)028,900+28,90009,0041.63%+9,004
CROWN CASTLE INC(CCI)058,693+58,69306,1181.11%+6,118
COCA COLA CO(KO)0115,882+115,88208,2991.50%+8,299
VERIZON COMMUNICATIONS INC(VZ)0132,484+132,48406,0091.09%+6,009
GSK PLC(GSK)0120,796+120,79604,6800.85%+4,680
DOMINION ENERGY INC(D)084,075+84,07504,7140.85%+4,714
ISHARES GOLD TR(IAU)0164,061+164,06109,6731.75%+9,673
KIMBERLY-CLARK CORP(KMB)033,688+33,68804,7910.87%+4,791
AT&T INC(T)262,384245,939-16,4455,9746,9551.26%+981
VANGUARD WHITEHALL FDS053,748+53,74803,4510.63%+3,451
CAPITAL GROUP NEW GEOGRAPHY
SHS
037,490+37,49009430.17%+943
CHEVRON CORP NEW(CVX)040,046+40,04606,6991.21%+6,699
ISHARES TR26,43435,323+8,8892,4443,3690.61%+925
JOHNSON & JOHNSON(JNJ)034,693+34,69305,7541.04%+5,754
PHILLIPS 66(PSX)047,328+47,32805,8441.06%+5,844
DOLLAR GEN CORP NEW(DG)017,364+17,36401,5270.28%+1,527
MEDTRONIC PLC(MDT)067,666+67,66606,0801.10%+6,080
UNILEVER PLC(UL)0100,165+100,16505,9651.08%+5,965
ALIBABA GROUP HLDG LTD(BABA)015,456+15,45602,0440.37%+2,044
DOW INC(DOW)0137,356+137,35604,7960.87%+4,796
MONDELEZ INTL INC(MDLZ)047,382+47,38203,2150.58%+3,215
ABBVIE INC(ABBV)022,106+22,10604,6320.84%+4,632
TORONTO DOMINION BK ONT(TD)076,831+76,83104,6050.83%+4,605
T-MOBILE US INC(TMUS)19,52318,667-8564,3094,9790.90%+669
WEC ENERGY GROUP INC(WEC)6,76311,884+5,1216361,2950.23%+659
PEPSICO INC(PEP)041,009+41,00906,1491.11%+6,149
UBER TECHNOLOGIES INC(UBER)046,673+46,67303,4010.62%+3,401
INVESCO QQQ TR2,2353,764+1,5291,1431,7650.32%+622
DUKE ENERGY CORP NEW(DUK)040,458+40,45804,9350.89%+4,935
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
017,031+17,03106070.11%+607
PFIZER INC(PFE)0161,120+161,12004,0830.74%+4,083
LYONDELLBASELL INDUSTRIES N
SHS - A -
064,111+64,11104,5130.82%+4,513
GUIDEWIRE SOFTWARE INC(GWRE)02,865+2,86505370.10%+537
QUALCOMM INC(QCOM)032,359+32,35904,9710.90%+4,971
ISHARES TR066,558+66,55807,3941.34%+7,394
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
118,774140,111+21,3372,7643,2490.59%+485
TKO GROUP HOLDINGS INC(TKO)5,7438,371+2,6288161,2790.23%+463
MARTIN MARIETTA MATLS INC(MLM)9131,915+1,0024729160.17%+444
GILEAD SCIENCES INC(GILD)28,22526,822-1,4032,6073,0050.54%+398
MERCK & CO INC(MRK)060,438+60,43805,4250.98%+5,425
NEXTERA ENERGY INC(NEE)0127,391+127,39109,0311.64%+9,031
SCHLUMBERGER LTD(SLB)032,830+32,83001,3720.25%+1,372
ABBOTT LABS20,69620,426-2702,3412,7100.49%+369
SPDR SER TR
ST STR SP600 SML
33,25145,452+12,2011,4941,8530.34%+359
AMERICAN INTL GROUP INC17,95619,067+1,1111,3071,6580.30%+350
MICRON TECHNOLOGY INC(MU)6,76210,477+3,7155699100.16%+341
ISHARES SILVER TR(SLV)037,135+37,13501,1510.21%+1,151
ELI LILLY & CO(LLY)03,355+3,35502,7710.50%+2,771
SANOFI(SNY)026,945+26,94501,4940.27%+1,494
RUBRIK INC.(RBRK)12,06217,595+5,5337881,0730.19%+285
STEEL DYNAMICS INC(STLD)011,409+11,40901,4270.26%+1,427
PHILIP MORRIS INTL INC(PM)07,494+7,49401,1900.22%+1,190
FIRSTENERGY CORP(FE)0124,518+124,51805,0330.91%+5,033
NOVO-NORDISK A S(NVO)018,798+18,79801,3050.24%+1,305
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
046,422+46,42201,1850.21%+1,185
ISHARES TR0238,910+238,91007,3421.33%+7,342
CONSTELLATION BRANDS INC(STZ)07,341+7,34101,3470.24%+1,347
RTX CORPORATION(RTX)017,906+17,90602,3720.43%+2,372
BEST BUY INC(BBY)6,45410,757+4,3035547920.14%+238
MCKESSON CORP(MCK)2,4612,425-361,4031,6320.30%+229
ASTRAZENECA PLC(AZN)021,825+21,82501,6040.29%+1,604
BERKSHIRE HATHAWAY INC DEL02,722+2,72201,4500.26%+1,450
MARSH & MCLENNAN COS INC(MRSH)0861+86102100.04%+210
ASML HOLDING N V
N Y REGISTRY SHS
0311+31102060.04%+206
QUEST DIAGNOSTICS INC(DGX)014,977+14,97702,5340.46%+2,534
MCDONALDS CORP(MCD)020,475+20,47506,3961.16%+6,396
COMCAST CORP NEW(CCZ)044,962+44,96201,6590.30%+1,659
SPDR INDEX SHS FDS
ST STR PO EX ETF
042,708+42,70801,5550.28%+1,555
CHUBB LIMITED
COM
05,163+5,16301,5590.28%+1,559
INTERNATIONAL BUSINESS MACHS(IBM)05,302+5,30201,3180.24%+1,318
SSGA ACTIVE ETF TR
ST STR BL LN ETF
244,105251,348+7,24310,18710,3381.87%+151
VALERO ENERGY CORP(VLO)011,942+11,94201,5770.29%+1,577
ADOBE INC(ADBE)02,213+2,21308490.15%+849
INVESCO EXCH TRD SLF IDX FD279,967285,741+5,7746,4596,5861.19%+127
CROWDSTRIKE HLDGS INC(CRWD)4,7764,992+2161,6341,7600.32%+126
PROLOGIS INC.(PLD)017,489+17,48901,9550.35%+1,955
EXXON MOBIL CORP021,159+21,15902,5160.46%+2,516
VISA INC(V)7,2566,888-3682,2932,4140.44%+121
APPLIED MATLS INC08,249+8,24901,1970.22%+1,197
INTUIT(INTU)02,750+2,75001,6880.31%+1,688
PALANTIR TECHNOLOGIES INC(PLTR)9,5209,651+1317208150.15%+95
SHERWIN WILLIAMS CO(SHW)04,491+4,49101,5680.28%+1,568
ENTERPRISE PRODS PARTNERS L(EPD)30,41830,41809541,0380.19%+85
OSHKOSH CORP(OSK)022,635+22,63502,1300.39%+2,130
YUM BRANDS INC(YUM)04,203+4,20306610.12%+661
SPDR GOLD TR(GLD)01,547+1,54704460.08%+446
PROGRESSIVE CORP(PGR)01,591+1,59104500.08%+450
WASTE MGMT INC DEL(WM)02,449+2,44905670.10%+567
PROCTER AND GAMBLE CO(PG)041,841+41,84107,1301.29%+7,130
NOVARTIS AG(NVS)04,549+4,54905070.09%+507
MASTERCARD INCORPORATED(MA)2,6892,68901,4161,4740.27%+58
PLAINS ALL AMERN PIPELINE L(PAA)19,12519,12503273830.07%+56
GE AEROSPACE(GE)01,745+1,74503490.06%+349
ADVANCED MICRO DEVICES INC(AMD)011,554+11,55401,1870.22%+1,187
TRANSDIGM GROUP INC(TDG)0420+42005810.11%+581
STARBUCKS CORP(SBUX)028,339+28,33902,7800.50%+2,780
VANGUARD INDEX FDS07,394+7,39401,9120.35%+1,912
COSTCO WHSL CORP NEW(COST)01,327+1,32701,2550.23%+1,255
HESS MIDSTREAM LP(HESM)07,390+7,39003130.06%+313
Page 1 of 1