Spirepoint Private Client LLC

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Spirepoint Private Client LLC
CRD #327350
SEC #801-128336
CIK #0002022908
AUM $934.1 MM (2024-05-07)
Employees 6 (83% Investors, 17% Brokers)
Phone772-316-1271
Address3111 Cardinal Drive
Vero Beach, FL 32963
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002009201420192025
CIK Period
0002022908
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
United Parcel Service Inc 157,208.0 148.1
Microsoft Corp 1,918,222.4 29.1
Apple Inc 2,382,844.0 28.9
Rivian Automotive Inc / de 24,308.8 19.2
Clean Harbors Inc 4,778.9 18.5
Nvidia Corp 399,550.0 17.6
Alphabet Inc 1,475,138.5 14.7
Amazon Com Inc 1,092,997.8 13.8
Broadcom Inc 201,282.9 13.7
Johnson & Johnson 465,600.2 13.6
Procter & Gamble Co 338,108.9 13.2
Lilly Eli & Co 301,789.7 12.8
FPL Group Inc 150,166.4 11.1
Costco Wholesale Corp /NEW 207,576.9 9.7
Palo Alto Networks Inc 49,011.6 9.3
Exxon Mobil Corp 385,508.3 8.9
Royal Caribbean Cruises Ltd 10,233.9 8.8
VISA Inc 419,260.5 8.1
UnitedHealth Group Inc 477,004.0 7.7
Lockheed Martin Corp 111,953.9 7.0
Chevron Corp 294,604.1 6.9
TJX Companies Inc /DE/ 67,345.6 6.8
Danaher Corp /DE/ 183,136.1 6.5
Constellation Brands Inc 45,234.3 6.2
Cigna Corp 84,461.4 6.1
Diamondback Energy Inc 22,791.8 5.8
Northrop Grumman Corp /DE/ 72,230.4 5.8
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 111 17.1
(b) Individuals (high net worth individuals) 544 771.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 38 145.9
(n) Other 0 0.0
Total 693 934.1
By Discretionary
Discretionary 693 934.1
Non-Discretionary 0 0.0
Total 693 934.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 934.1
Total 693 934.1
EDGAR Form CIK 2011 - 2024
13F-HR [0002022908]
Comparable Firms State AUM ($BB)
Sgroi Wealth Advisory Group LLC
NY 0.9
Horizon Wealth Management LLC
IL 0.9
Platform Technology Partners LLC
NY 0.9
Waypoint Wealth Partners Inc
CA 0.9
Philip James Wealth Management LLC
GA 0.9
Arbor Capital Management Corp
NY 0.9
KEB Asset Management LLC
IL 0.9
LRI Investments LLC
FL 0.9
Strategic Wealth Group Registered Investment Advisor LLC
MN 0.9
Elk River Wealth Management LLC
CO 0.9
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