Spirepoint Private Client, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Spirepoint Private Client, LLC reported 214 stock positions worth $765.5 million. Its top holding was United Parcel Service Class B (UPS) at 15.6% of the portfolio, followed by Apple (AAPL, 4.2%) and Microsoft (MSFT, 3.6%). Compared with Q4 2024, it opened 19 new positions, sold out of 25, added to 65 and reduced 96. The biggest buy was a new position in Tyson Foods Class A (TSN) and the biggest sale United Parcel Service Class B (UPS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- VERO BEACH, FL
- CIK
- 0002022908
- Portfolio Value
- $765.5M (Q1 2025)
- SEC Filing
- 0002022908-25-000004 ↗ filed Apr 23, 2025
Holdings Value
Holdings 214 stocks · $765.5M
| UPS United Parcel Service Class B | 15.56% | 1,083,078 | $119.1M | Reduce -0.2% |
| AAPL Apple Inc. | 4.18% | 144,181 | $32.0M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.61% | 73,651 | $27.6M | Add +1.0% |
| CLH Clean Harbors Inc. | 2.82% | 109,565 | $21.6M | No change |
| PLTR Palantir Technologies Inc. Class A | 2.35% | 212,715 | $18.0M | Reduce -5.3% |
| JNJ Johnson & Johnson | 2.18% | 100,827 | $16.7M | Add +3.8% |
| AMLP Alerian MLP ETF | 2.10% | 309,897 | $16.1M | Add +10.3% |
| AVGO Broadcom Inc. | 1.98% | 90,302 | $15.1M | Add +3.1% |
| PG The Procter & Gamble Co. | 1.96% | 88,155 | $15.0M | Add +2.2% |
| AMZN Amazon.com Inc. | 1.96% | 78,863 | $15.0M | Add +2.3% |
| NVDA Nvidia Corp. | 1.96% | 138,270 | $15.0M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.75% | 86,663 | $13.4M | Add +1.2% |
| NEE Nextera Energy Inc. | 1.71% | 184,149 | $13.1M | Add +5.5% |
| LLY Eli Lilly & Co. | 1.70% | 15,772 | $13.0M | Add +4.3% |
| V Visa Inc. Class A | 1.48% | 32,326 | $11.3M | Add +0.0% |
| XLK SS Technology Select Sector | 1.45% | 53,791 | $11.1M | Add +1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.42% | 137,788 | $10.9M | Add +19.1% |
| RIVN Rivian Automotive Inc. Class A | 1.35% | 827,863 | $10.3M | Reduce -10.8% |
| XOM Exxon Mobil Corp. | 1.32% | 85,064 | $10.1M | Add +5.0% |
| CVX Chevron Corp. | 1.28% | 58,729 | $9.8M | Add +11.8% |
| PANW Palo Alto Networks Inc. | 1.28% | 57,520 | $9.8M | Add +1.1% |
| AXON Axon Enterprise Inc. | 1.27% | 18,460 | $9.7M | Add +14.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.22% | 187,790 | $9.3M | Reduce -10.4% |
| NOBL Proshares S&P 500 Dividend A | 1.18% | 88,451 | $9.0M | Add +214.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.15% | 72,071 | $8.8M | Add +8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 16,178 | $8.6M | Add +11.5% |
| CI The Cigna Group | 1.11% | 25,933 | $8.5M | Add +16.4% |
| BND Vanguard Total Bond Market | 1.08% | 112,401 | $8.3M | Add +7.7% |
| BSX Boston Scientific Corp. | 1.05% | 79,621 | $8.0M | Add +9.0% |
| HD Home Depot Inc. | 1.03% | 21,567 | $7.9M | Add +10.4% |
| NOC Northrop Grumman Corp. | 1.02% | 15,289 | $7.8M | Add +3.8% |
| LMT Lockheed Martin Corp. | 1.00% | 17,157 | $7.7M | Add +3.9% |
| ABBV Abbvie Inc. | 1.00% | 36,573 | $7.7M | Add +4.4% |
| SO The Southern Co. | 0.98% | 81,952 | $7.5M | Add +13.0% |
| WMT Walmart Inc. | 0.95% | 82,568 | $7.2M | Add +9.9% |
| TSN Tyson Foods Inc. Class A | 0.94% | 112,255 | $7.2M | New |
| GILD Gilead Sciences Inc. | 0.90% | 61,815 | $6.9M | New |
| GD General Dynamics Corp. | 0.90% | 25,196 | $6.9M | New |
| MRK Merck & Co. Inc. | 0.89% | 75,852 | $6.8M | Add +10.8% |
| MA Mastercard Inc. Class A | 0.86% | 12,078 | $6.6M | Add +11.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.81% | 18,022 | $6.2M | Add +12.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.77% | 28,531 | $5.9M | Reduce -49.5% |
| TMO Thermo Fisher Scientific Inc. | 0.73% | 11,211 | $5.6M | Add +6.3% |
| FANG Diamondback Energy Inc. | 0.73% | 34,877 | $5.6M | Add +3.4% |
| INGR Ingredion Inc. | 0.65% | 37,037 | $5.0M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 10,247 | $4.8M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.62% | 19,263 | $4.7M | Reduce -0.7% |
| FTNT Fortinet Inc. | 0.62% | 49,021 | $4.7M | New |
| COST Costco Wholesale Corp. | 0.61% | 4,952 | $4.7M | Reduce -59.7% |
| VOO Vanguard S&P 500 ETF | 0.59% | 8,839 | $4.5M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 0.56% | 58,798 | $4.3M | Add +1221.9% |
| VIG Vanguard Dividend Apprec ETF | 0.54% | 21,241 | $4.1M | No change |
| OTIS Otis Worldwide Corp. | 0.51% | 37,504 | $3.9M | New |
| VLTO Veralto Corp. | 0.45% | 35,515 | $3.5M | Add +23.9% |
| IWF iShares Russell 1000 Growth | 0.43% | 9,082 | $3.3M | Reduce -3.0% |
| XLE SS Energy Select Sector | 0.43% | 34,868 | $3.3M | Reduce -1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.41% | 57,644 | $3.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 5,581 | $3.1M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 0.39% | 5,325 | $3.0M | Reduce -4.7% |
| IVW iShares S&P 500 Growth ETF | 0.38% | 30,984 | $2.9M | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.37% | 9,276 | $2.9M | Reduce -4.4% |
| GOOG Alphabet Inc. Class C | 0.36% | 17,412 | $2.7M | Reduce -0.1% |
| BLK BlackRock Inc. | 0.35% | 2,858 | $2.7M | Reduce -0.2% |
| DGRO iShares Core Dividend Growth | 0.33% | 40,584 | $2.5M | Reduce -5.4% |
| RECS Columbia Resear Enh Cor ETF | 0.31% | 70,977 | $2.4M | New |
| META Meta Platforms Inc. Class A | 0.30% | 3,971 | $2.3M | Add +0.8% |
| ORLY O'reilly Automotive Inc. | 0.26% | 1,403 | $2.0M | No change |
| ADP Automatic Data Processing | 0.25% | 6,201 | $1.9M | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 0.25% | 3,593 | $1.9M | Reduce -78.8% |
| AMGN Amgen Inc. | 0.22% | 5,436 | $1.7M | Reduce -3.1% |
| LRCX Lam Research Corp. | 0.20% | 21,343 | $1.6M | Reduce -17.5% |
| LIN Linde PLC | 0.20% | 3,295 | $1.5M | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 21,869 | $1.4M | Reduce -6.8% |
| ANET Arista Networks Inc. | 0.18% | 17,791 | $1.4M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.18% | 10,318 | $1.4M | Reduce -2.0% |
| GS Goldman Sachs Group Inc. | 0.18% | 2,484 | $1.4M | Add +0.7% |
| ORCL Oracle Corp. | 0.18% | 9,695 | $1.4M | Add +1.6% |
| LOW Lowe's Cos Inc. | 0.17% | 5,719 | $1.3M | Reduce -3.9% |
| CSCO Cisco Systems Inc. | 0.17% | 20,778 | $1.3M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 21,862 | $1.3M | Reduce -2.3% |
| SRE Sempra | 0.16% | 17,639 | $1.3M | Add +53.0% |
| SYK Stryker Corp. | 0.16% | 3,357 | $1.2M | Reduce -2.0% |
| SHW The Sherwin-Williams Co. | 0.16% | 3,423 | $1.2M | Reduce -2.6% |
| HON Honeywell International Inc. | 0.16% | 5,610 | $1.2M | Reduce -0.2% |
| PAYC Paycom Software Inc. | 0.15% | 5,334 | $1.2M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.15% | 7,698 | $1.2M | Reduce -6.4% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 10,968 | $1.1M | Reduce -1.8% |
| MCD McDonald's Corp. | 0.14% | 3,432 | $1.1M | Reduce -8.7% |
| CL Colgate-Palmolive Co. | 0.14% | 11,121 | $1.0M | Reduce -2.2% |
| ETN Eaton Corp. PLC | 0.14% | 3,824 | $1.0M | Reduce -0.1% |
| ROK Rockwell Automation Inc. | 0.13% | 3,941 | $1.0M | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.12% | 1,873 | $952K | Reduce -30.0% |
| GSLC Goldman Activebeta US LC ETF | 0.12% | 8,607 | $947K | Reduce -3.1% |
| SSB Southstate Bank Corp. | 0.12% | 10,185 | $945K | No change |
| NSC Norfolk Southern Corp. | 0.12% | 3,922 | $929K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 17,837 | $896K | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 3,583 | $891K | Reduce -4.4% |
| ITW Illinois Tool Works | 0.11% | 3,423 | $849K | Reduce -2.5% |
| AME Ametek Inc. | 0.11% | 4,853 | $835K | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $798K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| UPS United Parcel Service Class B | Reduce -0.2% | 15.56% | −1.59 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -49.5% | 0.77% | −0.87 |
| UNH Unitedhealth Group Inc. | Reduce -78.8% | 0.25% | −0.83 |
| COST Costco Wholesale Corp. | Reduce -59.7% | 0.61% | −0.80 |
| DHR Danaher Corp. | Reduce -94.1% | 0.05% | −0.80 |
| APD Air Products & Chemicals Inc. | Reduce -87.2% | 0.10% | −0.64 |
| POWL Powell Industries Inc. | Sold out | 0.00% | −0.62 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.53 |
| AAPL Apple Inc. | Reduce -0.9% | 4.18% | −0.38 |
| NVDA Nvidia Corp. | Reduce -0.1% | 1.96% | −0.37 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.37 |
| RIVN Rivian Automotive Inc. Class A | Reduce -10.8% | 1.35% | −0.20 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.17 |
| PPH Vaneck Pharmaceutical ETF | Sold out | 0.00% | −0.13 |
| TSLA Tesla Inc. | Reduce -31.6% | 0.10% | −0.12 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.12 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.11 |
| XLV SS Health Care Select Sector | Reduce -56.7% | 0.10% | −0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -10.4% | 1.22% | −0.10 |
| PFE Pfizer Inc. | Reduce -56.8% | 0.07% | −0.10 |
| IT Gartner Inc. | Reduce -43.1% | 0.08% | −0.07 |
| ANET Arista Networks Inc. | Reduce -0.3% | 0.18% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.07 |
| PFGC Performance Food Group Co. | Reduce -45.1% | 0.07% | −0.06 |
| ADBE Adobe Inc. | Reduce -32.5% | 0.09% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.36% | −0.06 |
| MOD Modine Manufacturing Co. | Reduce -37.4% | 0.04% | −0.06 |
| EAT Brinker International Inc. | Sold out | 0.00% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -58.3% | 0.03% | −0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -4.4% | 0.37% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -3.0% | 0.43% | −0.04 |
| SPGI S&P Global Inc. | Reduce -30.0% | 0.12% | −0.04 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.04 |
| MCO Moody's Corp. | Reduce -36.3% | 0.07% | −0.04 |
| PLD Prologis Inc. | Reduce -39.6% | 0.07% | −0.04 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.04 |
| XLB SS Materials Select Sector | Reduce -54.7% | 0.03% | −0.03 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.03 |
| LRCX Lam Research Corp. | Reduce -17.5% | 0.20% | −0.03 |
| BLBD Blue Bird Corp. | Sold out | 0.00% | −0.03 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.03 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.03 |
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −0.03 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.03 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.03 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.03 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| TSN Tyson Foods Inc. Class A | New | 0.94% | +0.94 |
| GILD Gilead Sciences Inc. | New | 0.90% | +0.90 |
| GD General Dynamics Corp. | New | 0.90% | +0.90 |
| NOBL Proshares S&P 500 Dividend A | Add +214.4% | 1.18% | +0.83 |
| FTNT Fortinet Inc. | New | 0.62% | +0.62 |
| UBER Uber Technologies Inc. | Add +1221.9% | 0.56% | +0.53 |
| OTIS Otis Worldwide Corp. | New | 0.51% | +0.51 |
| JNJ Johnson & Johnson | Add +3.8% | 2.18% | +0.42 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.41% | +0.41 |
| AMLP Alerian MLP ETF | Add +10.3% | 2.10% | +0.41 |
| CI The Cigna Group | Add +16.4% | 1.11% | +0.34 |
| CVX Chevron Corp. | Add +11.8% | 1.28% | +0.33 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +19.1% | 1.42% | +0.32 |
| RECS Columbia Resear Enh Cor ETF | New | 0.31% | +0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.5% | 1.13% | +0.30 |
| AJG Arthur J Gallagher & Co. | Add +12.8% | 0.81% | +0.24 |
| LLY Eli Lilly & Co. | Add +4.3% | 1.70% | +0.24 |
| SO The Southern Co. | Add +13.0% | 0.98% | +0.24 |
| BSX Boston Scientific Corp. | Add +9.0% | 1.05% | +0.23 |
| XOM Exxon Mobil Corp. | Add +5.0% | 1.32% | +0.23 |
| ABBV Abbvie Inc. | Add +4.4% | 1.00% | +0.22 |
| V Visa Inc. Class A | Add +0.0% | 1.48% | +0.20 |
| NOC Northrop Grumman Corp. | Add +3.8% | 1.02% | +0.16 |
| PG The Procter & Gamble Co. | Add +2.2% | 1.96% | +0.15 |
| MA Mastercard Inc. Class A | Add +11.5% | 0.86% | +0.15 |
| TJX TJX Companies Inc. | Add +8.3% | 1.15% | +0.14 |
| BND Vanguard Total Bond Market | Add +7.7% | 1.08% | +0.14 |
| NEE Nextera Energy Inc. | Add +5.5% | 1.71% | +0.14 |
| WMT Walmart Inc. | Add +9.9% | 0.95% | +0.10 |
| VLTO Veralto Corp. | Add +23.9% | 0.45% | +0.09 |
| HD Home Depot Inc. | Add +10.4% | 1.03% | +0.08 |
| AXON Axon Enterprise Inc. | Add +14.5% | 1.27% | +0.07 |
| AEP American Electric Power | New | 0.06% | +0.06 |
| PYPL PayPal Holdings Inc. | New | 0.05% | +0.05 |
| INGR Ingredion Inc. | Add +4.2% | 0.65% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +6.3% | 0.73% | +0.04 |
| ITRN Ituran Location and Control | New | 0.04% | +0.04 |
| SRE Sempra | Add +53.0% | 0.16% | +0.04 |
| MRK Merck & Co. Inc. | Add +10.8% | 0.89% | +0.04 |
| FANG Diamondback Energy Inc. | Add +3.4% | 0.73% | +0.04 |
| BALY Bally's Corp. | New | 0.03% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.03% | +0.03 |
| WEC WEC Energy Group Inc. | New | 0.03% | +0.03 |
| YUM Yum! Brands Inc. | New | 0.03% | +0.03 |
| CCL Carnival Corp. | New | 0.03% | +0.03 |
| EXC Exelon Corp. | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.03% | +0.03 |
| KDP Keurig Dr Pepper Inc. | New | 0.03% | +0.03 |
| PPC Pilgrim's Pride Corp. | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +36.7% | 0.09% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 332 | $1.2B | UPS, AAPL, GOOGL, VOO, AVGO |
| Q1 2026 | 322 | $1.1B | UPS, AAPL, VOO, AVGO, MSFT |
| Q4 2025 | 313 | $1.0B | UPS, AAPL, VOO, MSFT, PLTR |
| Q3 2025 | 280 | $951.1M | UPS, AAPL, MSFT, PLTR, AVGO |
| Q2 2025 | 232 | $885.6M | UPS, MSFT, AAPL, PLTR, AVGO |
| Q1 2025 | 214 | $765.5M | UPS, AAPL, MSFT, CLH, PLTR |
| Q4 2024 | 220 | $797.9M | UPS, AAPL, MSFT, CLH, AVGO |
| Q3 2024 | 211 | $755.3M | UPS, AAPL, MSFT, CLH, NVDA |
| Q2 2024 | 207 | $705.5M | UPS, MSFT, AAPL, RIVN, CLH |
| Q1 2024 | 201 | $656.6M | UPS, MSFT, AAPL, CLH, RIVN |