Notify me when Shorepoint Capital Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 98 | $503M | +$25.4M | -$28.5M | -$3.07M | FBND, AVGO, EVLN, AEM, MSFT | 13F-HR | 10/2/2025, 07:09 PM |
| Q1 2025 | 101 | $442M | +$24.4M | -$15.2M | +$9.22M | FBND, AVGO, EVLN, SCHD, JPM | 13F-HR | 5/13/2025, 01:40 PM |
| Q4 2024 | 100 | $437M | +$35.4M | -$14.4M | +$21M | FBND, AVGO, EVLN, SCHD, MSFT | 13F-HR | 2/14/2025, 01:47 PM |
| Q3 2024 | 101 | $439M | +$29.1M | -$14.6M | +$14.5M | FBND, AVGO, SCHD, MSFT, EVLN | 13F-HR | 11/14/2024, 02:09 PM |
| Q2 2024 | 100 | $426M | +$22.3M | -$7.41M | +$14.9M | FBND, AVGO, MSFT, SCHD, JPM | 13F-HR | 8/14/2024, 03:52 PM |
| Q1 2024 | 97 | $409M | +$44.4M | -$41.5M | +$2.83M | FBND, AVGO, SCHD, MSFT, JPM | 13F-HR | 5/14/2024, 09:39 AM |
| Q4 2023 | 96 | $373M | +$91.9M | -$84.5M | +$7.37M | SGOV, AVGO, SCHD, MSFT, JPM | 13F-HR | 2/13/2024, 01:10 PM |
| Q3 2023 | 103 | $341M | +$83.2M | -$84.6M | -$1.4M | SGOV, AVGO, SCHD, MSFT, JPM | 13F-HR | 11/14/2023, 09:51 AM |
| Q2 2023 | 106 | $355M | +$17M | -$26M | -$9.01M | AVGO, BSV, SCHD, MSFT, AZO | 13F-HR | 8/14/2023, 09:55 AM |
| Q1 2023 | 121 | $349M | +$23.9M | -$42.6M | -$18.7M | BSV, AVGO, SCHD, MSFT, AZO | 13F-HR | 5/15/2023, 10:23 AM |
| Q4 2022 | 138 | $360M | +$137M | -$6.22M | +$131M | SCHD, AVGO, BSV, ABBV, MSFT | 13F-HR | 2/14/2023, 11:33 AM |
| Q3 2022 | 74 | $210M | +$21.3M | -$32.2M | -$10.9M | SCHD, BSV, VB, ABBV, SCHG | 13F-HR | 11/14/2022, 09:45 AM |
| Q2 2022 | 83 | $237M | +$32.3M | -$5.89M | +$26.4M | SCHD, VTIP, ABBV, VB, SCHG | 13F-HR | 8/15/2022, 01:59 PM |
| Q1 2022 | 79 | $239M | +$16.5M | -$14M | +$2.46M | SCHD, VTIP, ABBV, SCHG, VB | 13F-HR | 5/9/2022, 03:41 PM |
| Q4 2021 | 79 | $246M | +$11.4M | -$7.89M | +$3.47M | SCHD, VTIP, SCHG, JMST, CVS | 13F-HR | 2/14/2022, 12:49 PM |
| Q3 2021 | 78 | $223M | +$31.5M | -$1.68M | +$29.8M | SCHD, SCHG, JMST, VTIP, CVS | 13F-HR | 11/5/2021, 10:19 AM |
| Q1 2021 | 77 | $187M | +$9.27M | -$14.3M | -$5.03M | SCHD, SCHG, VB, CVS, ABBV | 13F-HR | 5/10/2021, 11:44 AM |
| Q4 2020 | 76 | $180M | +$8.22M | -$10.2M | -$1.98M | SCHD, ABBV, SCHG, AAPL, JPM | 13F-HR | 2/16/2021, 09:49 AM |
| Q3 2020 | 76 | $161M | +$8.28M | -$6.59M | +$1.69M | SCHD, SCHG, ABBV, AAPL, QCOM | 13F-HR | 11/16/2020, 10:05 AM |
| Q2 2020 | 76 | $153M | +$24.3M | -$15.1M | +$9.27M | SCHD, ABBV, SCHG, AAPL, CVS | 13F-HR | 8/12/2020, 05:03 PM |
| Q1 2020 | 77 | $125M | +$26.6M | -$46.2M | -$19.6M | SCHD, ABBV, SCHG, CVS, JNJ | 13F-HR | 5/14/2020, 01:15 PM |
| Q4 2019 | 88 | $175M | +$7.19M | -$13.5M | -$6.27M | ABBV, SCHD, CVS, AAPL, PGX | 13F-HR | 2/14/2020, 03:25 PM |
| Q3 2019 | 89 | $170M | +$9.85M | -$16.9M | -$7.09M | TYG, SCHD, ABBV, CVS, PGX | 13F-HR | 11/14/2019, 02:57 PM |
| Q2 2019 | 87 | $175M | +$6.01M | -$11.4M | -$5.39M | TYG, SCHD, ABBV, JNJ, SCHG | 13F-HR | 8/14/2019, 01:14 PM |
| Q1 2019 | 86 | $177M | $0 | $0 | TYG, SCHD, ABBV, JNJ, AAPL | 13F-HR | 4/12/2019, 04:28 PM |