Shorepoint Capital Partners LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Norwood, MA
CIK
0001759476
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 100 426,028 FBND, AVGO, MSFT, SCHD 13F-HR 8/14/2024 000175947624000003
Q1 2024 97 409,080 FBND, AVGO, SCHD, MSFT 13F-HR 5/14/2024 000175947624000002
Q4 2023 96 372,933 SGOV, AVGO, SCHD, MSFT 13F-HR 2/13/2024 000175947624000001
Q3 2023 103 340,788 SGOV, AVGO, SCHD, MSFT 13F-HR 11/14/2023 000175947623000004
Q2 2023 106 354,949 AVGO, BSV, SCHD, MSFT 13F-HR 8/14/2023 000175947623000003
Q1 2023 121 349,349 BSV, AVGO, SCHD, MSFT 13F-HR 5/15/2023 000175947623000002
Q4 2022 138 360,186 SCHD, AVGO, BSV, ABBV 13F-HR 2/14/2023 000175947623000001
Q3 2022 74 209,596 SCHD, BSV, VB, ABBV 13F-HR 11/14/2022 000175947622000004
Q2 2022 83 236,603 SCHD, VTIP, ABBV, VB 13F-HR 8/15/2022 000175947622000003
Q1 2022 79 239,424 SCHD, VTIP, ABBV, SCHG 13F-HR 5/9/2022 000175947622000002
Q4 2021 79 246,361 SCHD, VTIP, SCHG, JMST 13F-HR 2/14/2022 000175947622000001
Q3 2021 78 222,522 SCHD, SCHG, JMST, VTIP 13F-HR 11/5/2021 000175947621000003
Q1 2021 77 187,005 SCHD, SCHG, VB, CVS 13F-HR 5/10/2021 000175947621000002
Q4 2020 76 180,413 SCHD, ABBV, SCHG, AAPL 13F-HR 2/16/2021 000175947621000001
Q3 2020 76 161,059 SCHD, SCHG, ABBV, AAPL 13F-HR 11/16/2020 000175947620000005
Q2 2020 76 153,412 SCHD, ABBV, SCHG, AAPL 13F-HR 8/12/2020 000175947620000004
Q1 2020 77 124,668 SCHD, ABBV, SCHG, CVS 13F-HR 5/14/2020 000175947620000003
Q4 2019 88 174,853 ABBV, SCHD, CVS, AAPL 13F-HR 2/14/2020 000175947620000001
Q3 2019 89 169,524 TYG, SCHD, ABBV, CVS 13F-HR 11/14/2019 000175947619000005
Q2 2019 87 175,370 TYG, SCHD, ABBV, JNJ 13F-HR 8/14/2019 000175947619000004
Q1 2019 86 176,750 TYG, SCHD, ABBV, JNJ 13F-HR 4/12/2019 000175947619000003