Stablepoint Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, Stablepoint Partners, LLC held in its portfolio 240 assets valued at $640,929,246 (i.e. $640.93M).

The most valuable assets in the portfolio included: APPLE INC ($20.32M), FIRST TR EXCHANGE-TRADED FD ($13.08M), and BROADCOM INC ($12.60M).

The chart below shows the top 10 valuable assets, and the table below shows the top 240 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Stablepoint Partners, LLC Portfolio
APPLE INC
FIRST TR EXCHANGE-TRADED FD
BROADCOM INC
JPMORGAN CHASE & CO.
SSGA ACTIVE ETF TR
JANUS DETROIT STR TR
ISHARES GOLD TR
SEAGATE TECHNOLOGY HLDNGS PL
MICROSOFT CORP
NEXTERA ENERGY INC
Stablepoint Partners, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 74738 20318162 COM
FIRST TR EXCHANGE-TRADED FD 218218 13077814 FIRST TR ENH NEW
BROADCOM INC 36402 12598761 COM
JPMORGAN CHASE & CO. 38599 12437498 COM
SSGA ACTIVE ETF TR 287083 11847917 STATE STREET BLA
JANUS DETROIT STR TR 238708 11730130 HENDRSN SHRT ETF
ISHARES GOLD TR 143183 11622164 ISHARES NEW
SEAGATE TECHNOLOGY HLDNGS PL 39873 10980718 ORD SHS
MICROSOFT CORP 22144 10709432 COM
NEXTERA ENERGY INC 132300 10621084 COM
AMGEN INC 31299 10244449 COM
AMAZON COM INC 43169 9964269 COM
SPDR SERIES TRUST 126713 9078326 STATE STREET SPD
ALPHABET INC 28973 9068463 CAP STK CL A
ISHARES TR 268706 8319132 PFD AND INCM SEC
COCA COLA CO 116673 8156621 COM
ISHARES TR 72497 7968113 TIPS BD ETF
CAPITAL ONE FINL CORP 32235 7812415 COM
WALMART INC 67790 7552533 COM
MERCK & CO INC 71437 7519442 COM
CVS HEALTH CORP 91951 7297229 COM
JOHNSON & JOHNSON 35252 7295451 COM
LOCKHEED MARTIN CORP 15058 7282974 COM
MEDTRONIC PLC 70835 6804454 SHS
CHEVRON CORP NEW 44259 6745522 COM
META PLATFORMS INC 10047 6631955 CL A
PEPSICO INC 46153 6623874 COM
MCDONALDS CORP 21373 6532218 COM
QUALCOMM INC 37936 6488972 COM
CISCO SYS INC 84096 6477884 COM
TORONTO DOMINION BK ONT 68148 6419555 COM NEW
PROCTER AND GAMBLE CO 44471 6373156 COM
PHILLIPS 66 48389 6244105 COM
UNILEVER PLC 92678 6061122 SPON ADR NEW
FIRSTENERGY CORP 133023 5955427 COM
FIRST TR EXCHANGE-TRADED FD 129212 5954089 SHS
WEBSTER FINL CORP 92538 5824342 COM
GSK PLC 118493 5810888 SPONSORED ADR
AT&T INC 231803 5757996 COM
BLACKSTONE INC 36550 5633867 COM
KINDER MORGAN INC DEL 203824 5603135 COM
NVIDIA CORPORATION 29008 5409996 COM
VERIZON COMMUNICATIONS INC 130583 5318637 COM
FIFTH THIRD BANCORP 110541 5174410 COM
ABBVIE INC 22524 5146423 COM
DOMINION ENERGY INC 86522 5069308 COM
EDISON INTL 83425 5007167 COM
ISHARES TR 51992 4999552 7-10 YR TRSY BD
DUKE ENERGY CORP NEW 41075 4814424 COM NEW
CROWN CASTLE INC 53791 4780434 COM
METLIFE INC 60001 4736452 COM
VANGUARD SPECIALIZED FUNDS 20547 4515779 DIV APP ETF
INVESCO EXCH TRD SLF IDX FD 180256 4207169 INVSCO BLSH 26
TJX COS INC NEW 26979 4144269 COM
PFIZER INC 165928 4131618 COM
TESLA INC 9030 4060972 COM
VANGUARD WHITEHALL FDS 58693 3957677 EM MK GOV BD ETF
T-MOBILE US INC 18850 3827292 COM
TAIWAN SEMICONDUCTOR MFG LTD 12144 3690303 SPONSORED ADS
ELI LILLY & CO 3320 3568076 COM
ALPHABET INC 11321 3552560 CAP STK CL C
UBER TECHNOLOGIES INC 43056 3518091 COM
FIRST TR EXCHANGE TRADED FD 53329 3355453 DORSEY WRT 5 ETF
MICRON TECHNOLOGY INC 11648 3324386 COM
RTX CORPORATION 17115 3138847 COM
GILEAD SCIENCES INC 24969 3064676 COM
DOW INC 127095 2971488 COM
PARKER-HANNIFIN CORP 3377 2968373 COM
LOWES COS INC 12306 2967666 COM
INTUITIVE SURGICAL INC 5197 2943373 COM NEW
KIMBERLY-CLARK CORP 28498 2875134 COM
LYONDELLBASELL INDUSTRIES N 63821 2763432 SHS - A -
INVESCO QQQ TR 4428 2720216 UNIT SER 1
NETFLIX INC 28971 2716321 COM
ISHARES TR 21750 2680950 S&P 500 GRWT ETF
DEERE & CO 5703 2655265 COM
OSHKOSH CORP 21113 2652427 COM
ABBOTT LABS 21066 2639385 COM
MONDELEZ INTL INC 48751 2624242 CL A
STARBUCKS CORP 30579 2575069 COM
QUEST DIAGNOSTICS INC 14765 2562139 COM
PROLOGIS INC. 19243 2456608 COM
THERMO FISHER SCIENTIFIC INC 4226 2448784 COM
ADVANCED MICRO DEVICES INC 11161 2390240 COM
VISA INC 6812 2389050 COM CL A
EXXON MOBIL CORP 19137 2302916 COM
AMERICAN EXPRESS CO 6183 2287415 COM
VANGUARD INDEX FDS 7773 2255758 MID CAP ETF
RAYMOND JAMES FINL INC 13645 2191264 COM
TRANE TECHNOLOGIES PLC 5566 2166287 SHS
ORACLE CORP 10808 2106596 COM
APPLIED MATLS INC 8194 2105791 COM
ASTRAZENECA PLC 22789 2094997 SPONSORED ADR
ALIBABA GROUP HLDG LTD 14177 2078130 SPONSORED ADS
CROWDSTRIKE HLDGS INC 4362 2044731 CL A
SPDR INDEX SHS FDS 45768 2032546 PORTFOLIO DEVLPD
STEEL DYNAMICS INC 11810 2001224 COM
APOLLO GLOBAL MGMT INC 13435 1944851 COM
WILLIAMS COS INC 32246 1938292 COM
TKO GROUP HOLDINGS INC 8987 1878200 CL A
MCKESSON CORP 2258 1852219 COM
VALERO ENERGY CORP 11293 1838356 COM
DOLLAR GEN CORP NEW 13668 1814739 COM
SEMPRA 20520 1811745 COM
US BANCORP DEL 33514 1788308 COM NEW
INDEPENDENT BK CORP MASS 24434 1785603 COM
PALANTIR TECHNOLOGIES INC 9706 1725242 CL A
CHUBB LIMITED 5491 1713867 COM
AMERICAN INTL GROUP INC 19922 1704336 COM NEW
SPDR INDEX SHS FDS 24813 1597738 EURO STOXX 50
INTERNATIONAL BUSINESS MACHS 5250 1555102 COM
SHERWIN WILLIAMS CO 4788 1551470 COM
ISHARES SILVER TR 24055 1549623 ISHARES
UNITEDHEALTH GROUP INC 4632 1529199 COM
PALO ALTO NETWORKS INC 8207 1511729 COM
LAS VEGAS SANDS CORP 23042 1499813 COM
SLB LIMITED 38884 1492368 COM STK
SALESFORCE INC 5593 1481689 COM
SAP SE 5980 1452602 SPON ADR
MASTERCARD INCORPORATED 2543 1451748 CL A
CAPITAL GROUP NEW GEOGRAPHY 44869 1432653 SHS
WEC ENERGY GROUP INC 13558 1429781 COM
SANOFI SA 29243 1417116 SPONSORED ADR
ENERGY TRANSFER L P 85422 1408607 COM UT LTD PTN
COINBASE GLOBAL INC 6221 1406716 COM CL A
RUBRIK INC. 18313 1400578 CL A
TEXAS ROADHOUSE INC 8436 1400434 COM
VANGUARD INDEX FDS 2857 1393874 GROWTH ETF
BLACKROCK INC 1298 1389521 COM
MARTIN MARIETTA MATLS INC 2170 1351205 COM
BERKSHIRE HATHAWAY INC DEL 2612 1312922 CL B NEW
TARGET CORP 13376 1307507 COM
AIR PRODS & CHEMS INC 5248 1296386 COM
ARISTA NETWORKS INC 9640 1263129 COM SHS
SCHWAB CHARLES CORP 12349 1233798 COM
SNOWFLAKE INC 5618 1232364 COM SHS
SERVICENOW INC 7778 1191512 COM
PHILIP MORRIS INTL INC 7310 1172552 COM
COSTCO WHSL CORP NEW 1305 1125354 COM
COMCAST CORP NEW 37194 1111742 CL A
VANGUARD INTL EQUITY INDEX F 20440 1098846 FTSE EMR MKT ETF
INTUIT 1650 1093043 COM
NASDAQ INC 11236 1091387 COM
FIRST TR EXCHANGE TRADED FD 6356 1069588 TECH ALPHADEX
EQT CORP 19832 1062980 COM
NOVO-NORDISK A S 20551 1045638 ADR
FIRST TR EXCHANGE-TRADED FD 4980 1028470 NY ARCA BIOTECH
ENTERPRISE PRODS PARTNERS L 31898 1022650 COM
ADOBE INC 2891 1011821 COM
CONSTELLATION BRANDS INC 7260 1001603 CL A
GUIDEWIRE SOFTWARE INC 4903 985552 COM
VANGUARD INDEX FDS 4297 898589 EXTEND MKT ETF
FLUTTER ENTMT PLC 4009 862095 SHS
CAPITAL GROUP DIVIDEND VALUE 19610 855786 SHS CREATION UNI
BEST BUY INC 12645 846310 COM
CARLYLE GROUP INC 14178 838033 COM
DISNEY WALT CO 6854 779780 COM
ARCHER AVIATION INC 93452 702759 COM CL A
VANGUARD INDEX FDS 7747 685508 REAL ESTATE ETF
ANALOG DEVICES INC 2460 667152 COM
FEDEX CORP 2203 636359 COM
YUM BRANDS INC 4176 631745 COM
VANGUARD SCOTTSDALE FDS 7508 628795 INT-TERM CORP
FIRST TR EXCHANGE TRAD FD VI 26801 622587 FST TR GLB FD
NOVARTIS AG 4491 619174 SPONSORED ADR
SELECT SECTOR SPDR TR 3803 588704 STATE STREET HEA
INGERSOLL RAND INC 7169 567928 COM
TRANSDIGM GROUP INC 424 563856 COM
GOLDMAN SACHS GROUP INC 629 552891 COM
SPDR S&P MIDCAP 400 ETF TR 914 551517 UTSER1 S&PDCRP
WASTE MGMT INC DEL 2498 548836 COM
GXO LOGISTICS INCORPORATED 10153 534454 COMMON STOCK
ISHARES TR 2473 520169 RUS 1000 VAL ETF
VANGUARD INDEX FDS 1500 502905 TOTAL STK MKT
BOOKING HOLDINGS INC 93 498046 COM
CITIGROUP INC 4200 490098 COM NEW
STRYKER CORPORATION 1381 485380 COM
GENERAL MTRS CO 5933 482472 COM
WABTEC 2230 475994 COM
BANK AMERICA CORP 8384 461120 COM
ALTRIA GROUP INC 7886 454707 COM
SPDR GOLD TR 1125 445849 GOLD SHS
MPLX LP 8283 442064 COM UNIT REP LTD
NBT BANCORP INC 10582 439365 COM
XPO INC 3208 435999 COM
COLUMBIA ETF TR I 8876 421517 US EQUITY INCOME
ARK ETF TR 5379 413753 INNOVATION ETF
TEXAS INSTRS INC 2376 412212 COM
HERSHEY CO 2251 409637 COM
J P MORGAN EXCHANGE TRADED F 7134 408352 EQUITY PREMIUM
ISHARES TR 3782 405052 NATIONAL MUN ETF
ISHARES TR 589 403430 CORE S&P500 ETF
HONEYWELL INTL INC 2026 395252 COM
CHIPOTLE MEXICAN GRILL INC 10604 392348 COM
VANGUARD INDEX FDS 2046 390766 VALUE ETF
PLAINS ALL AMERN PIPELINE L 21110 379136 UNIT LTD PARTN
BANK NEW YORK MELLON CORP 3148 365451 COM
PROGRESSIVE CORP 1598 363897 COM
HESS MIDSTREAM LP 10515 362768 CL A SHS
NUVEEN MASSACHUSETS QLT MUN 32000 362560 COM
GE AEROSPACE 1177 362551 COM NEW
DANAHER CORPORATION 1545 353681 COM
ISHARES TR 4078 351728 MSCI EAFE MIN VL
S&P GLOBAL INC 656 342819 COM
KODIAK GAS SVCS INC 9155 342397 COM
HOME DEPOT INC 911 313475 COM
ISHARES TR 1100 304634 RUS TP200 GR ETF
FIRST TR EXCHANGE TRADED FD 4261 304448 NASDAQ CYB ETF
KORN FERRY 4497 296892 COM NEW
PROSHARES TR 2832 294726 S&P 500 DV ARIST
EVERSOURCE ENERGY 4274 287768 COM
STATE STR CORP 2192 282790 COM
ISHARES TR 1147 282346 RUSSELL 2000 ETF
ROSS STORES INC 1560 281018 COM
EMERSON ELEC CO 2091 277518 COM
BLACKROCK SCIENCE & TECHNOLO 12211 276091 SHS BEN INT
BECTON DICKINSON & CO 1380 267817 COM
AUTOMATIC DATA PROCESSING IN 1029 264690 COM
SPDR INDEX SHS FDS 5952 261503 S&P INTL ETF
KRANESHARES TRUST 8081 249703 BOSERA MSCI CHIN
ASML HOLDING N V 231 247138 N Y REGISTRY SHS
ISHARES INC 3007 242785 MSCI JAPAN ETF
ACCENTURE PLC IRELAND 868 232884 SHS CLASS A
ISHARES TR 1931 232068 CORE S&P SCP ETF
GLOBAL X FDS 15114 231244 RUSSELL 2000
ARES CAPITAL CORP 11396 230532 COM
NORTHROP GRUMMAN CORP 389 221860 COM
KKR & CO INC 1738 221560 COM
FIRST TR EXCHANGE TRADED FD 1441 220502 NASDQ CLN EDGE
ISHARES TR 3172 209352 CORE S&P MCP ETF
FIRST TR EXCHNG TRADED FD VI 4715 208969 SMITH OPPORT FXD
PIMCO ETF TR 3934 206181 INTER MUN BD ACT
ICAHN ENTERPRISES LP 27032 204092 DEPOSITARY UNIT
PAYPAL HLDGS INC 3462 202112 COM
BLACKROCK HEALTH SCIENCES TE 12562 189058 COM SHS
FIRST TR HIGH YIELD OPPRT 20 11609 163339 COM
FORD MTR CO 12370 162294 COM
TERAWULF INC 10000 114900 COM
MEDICAL PPTYS TRUST INC 10192 50960 COM
JETBLUE AWYS CORP 11000 50050 COM