Notify me when Shorepoint Capital Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 98 | $502,756,837 | +$25,425,545 | -$28,491,883 | -$3,066,338 | FBND, AVGO, EVLN, AEM, MSFT | 13F-HR | 02 Oct 2025, 19:09 |
| Q1 2025 | 101 | $441,964,695 | +$24,445,217 | -$15,226,653 | +$9,218,564 | FBND, AVGO, EVLN, SCHD, JPM | 13F-HR | 13 May 2025, 13:40 |
| Q4 2024 | 100 | $437,376,349 | +$35,382,485 | -$14,368,087 | +$21,014,398 | FBND, AVGO, EVLN, SCHD, MSFT | 13F-HR | 14 Feb 2025, 13:47 |
| Q3 2024 | 101 | $439,124,041 | +$29,066,366 | -$14,603,228 | +$14,463,138 | FBND, AVGO, SCHD, MSFT, EVLN | 13F-HR | 14 Nov 2024, 14:09 |
| Q2 2024 | 100 | $426,028,219 | +$22,331,239 | -$7,413,464 | +$14,917,775 | FBND, AVGO, MSFT, SCHD, JPM | 13F-HR | 14 Aug 2024, 15:52 |
| Q1 2024 | 97 | $409,080,863 | +$44,374,266 | -$41,539,648 | +$2,834,618 | FBND, AVGO, SCHD, MSFT, JPM | 13F-HR | 14 May 2024, 09:39 |
| Q4 2023 | 96 | $372,933,106 | +$91,867,410 | -$84,494,141 | +$7,373,269 | SGOV, AVGO, SCHD, MSFT, JPM | 13F-HR | 13 Feb 2024, 13:10 |
| Q3 2023 | 103 | $340,788,924 | +$83,182,701 | -$84,583,001 | -$1,400,300 | SGOV, AVGO, SCHD, MSFT, JPM | 13F-HR | 14 Nov 2023, 09:51 |
| Q2 2023 | 106 | $354,949,936 | +$17,000,583 | -$26,014,468 | -$9,013,885 | AVGO, BSV, SCHD, MSFT, AZO | 13F-HR | 14 Aug 2023, 09:55 |
| Q1 2023 | 121 | $349,349,559 | +$23,916,734 | -$42,640,762 | -$18,724,028 | BSV, AVGO, SCHD, MSFT, AZO | 13F-HR | 15 May 2023, 10:23 |
| Q4 2022 | 138 | $360,186,000 | +$137,450,449 | -$6,219,666 | +$131,230,783 | SCHD, AVGO, BSV, ABBV, MSFT | 13F-HR | 14 Feb 2023, 11:33 |
| Q3 2022 | 74 | $209,596,000 | +$21,263,483 | -$32,166,269 | -$10,902,786 | SCHD, BSV, VB, ABBV, SCHG | 13F-HR | 14 Nov 2022, 09:45 |
| Q2 2022 | 83 | $236,603,000 | +$32,319,145 | -$5,892,618 | +$26,426,527 | SCHD, VTIP, ABBV, VB, SCHG | 13F-HR | 15 Aug 2022, 13:59 |
| Q1 2022 | 79 | $239,424,000 | +$16,498,782 | -$14,039,339 | +$2,459,443 | SCHD, VTIP, ABBV, SCHG, VB | 13F-HR | 09 May 2022, 15:41 |
| Q4 2021 | 79 | $246,361,000 | +$11,364,661 | -$7,892,131 | +$3,472,530 | SCHD, VTIP, SCHG, JMST, CVS | 13F-HR | 14 Feb 2022, 12:49 |
| Q3 2021 | 78 | $222,522,000 | +$31,507,740 | -$1,680,000 | +$29,827,740 | SCHD, SCHG, JMST, VTIP, CVS | 13F-HR | 05 Nov 2021, 10:19 |
| Q1 2021 | 77 | $187,005,000 | +$9,269,222 | -$14,301,639 | -$5,032,417 | SCHD, SCHG, VB, CVS, ABBV | 13F-HR | 10 May 2021, 11:44 |
| Q4 2020 | 76 | $180,413,000 | +$8,216,484 | -$10,195,806 | -$1,979,322 | SCHD, ABBV, SCHG, AAPL, JPM | 13F-HR | 16 Feb 2021, 09:49 |
| Q3 2020 | 76 | $161,059,000 | +$8,280,192 | -$6,588,453 | +$1,691,739 | SCHD, SCHG, ABBV, AAPL, QCOM | 13F-HR | 16 Nov 2020, 10:05 |
| Q2 2020 | 76 | $153,412,000 | +$24,341,229 | -$15,073,917 | +$9,267,312 | SCHD, ABBV, SCHG, AAPL, CVS | 13F-HR | 12 Aug 2020, 17:03 |
| Q1 2020 | 77 | $124,668,000 | +$26,617,628 | -$46,186,203 | -$19,568,575 | SCHD, ABBV, SCHG, CVS, JNJ | 13F-HR | 14 May 2020, 13:15 |
| Q4 2019 | 88 | $174,853,000 | +$7,187,384 | -$13,457,389 | -$6,270,005 | ABBV, SCHD, CVS, AAPL, PGX | 13F-HR | 14 Feb 2020, 15:25 |
| Q3 2019 | 89 | $169,524,000 | +$9,852,524 | -$16,943,630 | -$7,091,106 | TYG, SCHD, ABBV, CVS, PGX | 13F-HR | 14 Nov 2019, 14:57 |
| Q2 2019 | 87 | $175,370,000 | +$6,010,052 | -$11,403,260 | -$5,393,208 | TYG, SCHD, ABBV, JNJ, SCHG | 13F-HR | 14 Aug 2019, 13:14 |
| Q1 2019 | 86 | $176,750,000 | $0 | $0 | $0 | TYG, SCHD, ABBV, JNJ, AAPL | 13F-HR | 12 Apr 2019, 16:28 |