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| Happy Holidays!! thanks for using AUM13F!! |
| Shorepoint Capital Partners LLC
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| CRD # | 152087 |
| SEC # | 801-70760 |
| CIK # | 0001759476 |
| AUM | $800.5 M (2025-03-05) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 781-341-7250 |
| Address | 220 Norwood Park South Norwood, MA 02062 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 18.0 | ||
| J P Morgan Chase & Co | 12.6 | ||
| Microsoft Corp | 12.1 | ||
| Agnico Eagle Mines Ltd | 11.4 | ||
| Travelers Companies Inc | 10.8 | ||
| Autozone Inc | 9.7 | ||
| Chevron Corp | 9.2 | ||
| United Technologies Corp /DE/ | 8.4 | ||
| TJX Companies Inc /DE/ | 7.4 | ||
| Mastercard Inc | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 313.7 |
| (b) Individuals (high net worth individuals) | 175 | 420.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 32.1 |
| (g) Pension and profit sharing plans | 12 | 29.8 |
| (h) Charitable organizations | 2 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,107 | 800.5 |
| By Discretionary | ||
| Discretionary | 1,075 | 733.6 |
| Non-Discretionary | 32 | 66.9 |
| Total | 1,107 | 800.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 800.5 | |
| Total | 1,107 | 800.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001759476] |
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The O'Dell Group LLC
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OH | 0.8 |
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Veery Capital LLC
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PA | 0.8 |
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Gill Capital Partners LLC
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CO | 0.8 |
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Peak Wealth Solutions Inc
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OH | 0.8 |