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| Happy Holidays!! thanks for using AUM13F!! |
| Spirepoint Private Client LLC
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| CRD # | 327350 |
| SEC # | 801-128336 |
| CIK # | 0002022908 |
| AUM | $1.1 B (2025-04-22) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Phone | 772-316-1271 |
| Address | 830 Azalea Lane Vero Beach, FL 32963 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002022908 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 110.4 | ||
| Microsoft Corp | 36.9 | ||
| Apple Inc | 29.5 | ||
| Palantir Technologies Inc | 28.2 | ||
| Broadcom Inc | 25.3 | ||
| Clean Harbors Inc | 25.2 | ||
| Nvidia Corp | 21.9 | ||
| Amazon Com Inc | 17.6 | ||
| Johnson & Johnson | 15.4 | ||
| Arista Networks Inc | 15.4 | ||
| Alphabet Inc | 15.4 | ||
| Taser International Inc | 15.3 | ||
| Procter & Gamble Co | 14.1 | ||
| Lilly Eli & Co | 12.6 | ||
| FPL Group Inc | 12.5 | ||
| Palo Alto Networks Inc | 12.1 | ||
| VISA Inc | 11.6 | ||
| Rivian Automotive Inc / de | 11.4 | ||
| Exxon Mobil Corp | 9.2 | ||
| TJX Companies Inc /DE/ | 9.0 | ||
| Costco Wholesale Corp /NEW | 9.0 | ||
| Cigna Corp | 9.0 | ||
| Boston Scientific Corp | 8.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 23.3 |
| (b) Individuals (high net worth individuals) | 598 | 905.2 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 48 | 195.5 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 1,123.9 |
| By Discretionary | ||
| Discretionary | 799 | 1,123.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 799 | 1,123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,123.9 | |
| Total | 799 | 1,123.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022908] |
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|---|---|---|
|
Werba Rubin Papier Wealth Management LLC
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|
CA | 1.1 |
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Moment Partners LLC
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CA | 1.1 |
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SC&H Financial Advisors Inc
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MD | 1.1 |
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Security Financial Services Inc
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IN | 1.1 |
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Trustmont Advisory Group Inc
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PA | 1.1 |
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Destiny Wealth Partners LLC
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FL | 1.1 |
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Portside Wealth Group LLC
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UT | 1.1 |
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Uniplan Investment Counsel Inc
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WI | 1.1 |
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Barnes Pettey Financial Advisors LLC
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MS | 1.1 |
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Fishman Jay A Ltd
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MI | 1.1 |