Single-Point-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "GOOGL",
  "T",
  "LOW",
  null,
  "HON",
  "HD",
  null,
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "MSFT",
  null,
  "IJR",
  "IWD",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "VZ",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "TJX",
  "VO",
  "VXF",
  "EBC",
  null,
  "VWO",
  "VSS",
  "IWV",
  "VYM",
  "AEP",
  "ILPT",
  "PEG",
  "AMZN",
  null,
  "IVE",
  "VEU",
  "VUG",
  "VEA",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "V",
  null,
  null,
  "SCHF",
  "DINO",
  "IXUS",
  "DGRO",
  "ESGU",
  "BAC",
  "BRK-B",
  "KO",
  "COST",
  "DFAX",
  "DFAC",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  null,
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 87
Total Value: 426037
Accession Number: 0001801184-25-000003
Form Type: 13F-HR
CIK: single-point-partners
Manager Name: Single-Point-Partners

Data Enrichment

80% identified

70 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $426.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 5

Sort by:

Apple Inc.

AAPL|037833100

Shares:15.6K

Value:$3.5M

% of Portfolio:814.7% ($3.5M/$426.0K)

78463X509

Shares:84.8K

Value:$3.3M

% of Portfolio:783.7% ($3.3M/$426.0K)

464287689

IWV|464287689

Shares:10.2K

Value:$3.2M

% of Portfolio:757.9% ($3.2M/$426.0K)

464287457

Shares:36.5K

Value:$3.0M

% of Portfolio:708.4% ($3.0M/$426.0K)

922042858

VWO|922042858

Shares:53.9K

Value:$2.4M

% of Portfolio:572.7% ($2.4M/$426.0K)

46432F834

IXUS|46432F834

Shares:32.2K

Value:$2.3M

% of Portfolio:528.1% ($2.3M/$426.0K)

922908652

VXF|922908652

Shares:11.3K

Value:$2.0M

% of Portfolio:457.9% ($2.0M/$426.0K)

921937835

BND|921937835

Shares:26.4K

Value:$1.9M

% of Portfolio:454.7% ($1.9M/$426.0K)

Alphabet Inc.

GOOG|02079K107

Shares:507.6K

Value:$1.5M

% of Portfolio:356.5% ($1.5M/$426.0K)

MICROSOFT CORP

MSFT|594918104

Shares:3.9K

Value:$1.5M

% of Portfolio:344.8% ($1.5M/$426.0K)

Accenture plc

ACN|G1151C101

Shares:4.4K

Value:$1.4M

% of Portfolio:325.3% ($1.4M/$426.0K)

HF Sinclair Corp

DINO|403949100

Shares:41.3K

Value:$1.4M

% of Portfolio:319.0% ($1.4M/$426.0K)

921935870

Shares:12.3K

Value:$1.2M

% of Portfolio:289.4% ($1.2M/$426.0K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.9K

Value:$1.2M

% of Portfolio:284.2% ($1.2M/$426.0K)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:27.6K

Value:$1.2M

% of Portfolio:270.6% ($1.2M/$426.0K)

Alphabet Inc.

GOOGL|02079K305

Shares:6.6K

Value:$1.0M

% of Portfolio:239.2% ($1.0M/$426.0K)

808524508

Shares:35.7K

Value:$936.0K

% of Portfolio:219.7% ($936.0K/$426.0K)

381430529

Shares:9.2K

Value:$921.0K

% of Portfolio:216.2% ($921.0K/$426.0K)

464287614

IWF|464287614

Shares:2.4K

Value:$856.0K

% of Portfolio:200.9% ($856.0K/$426.0K)

AMAZON COM INC

AMZN|023135106

Shares:4.5K

Value:$853.0K

% of Portfolio:200.2% ($853.0K/$426.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	15.6K	QoQ -2.55% (-409) YoY -9.32% (-1.6K)	All Managers (Combined)	$3.5M	814.7% ($3.5M/$426.0K)	QoQ -13.54% (-$1) YoY +17.46% (-$1)
(cusip78463X509)✕	84.8K	QoQ +0.22% (+189) YoY -5.93% (-5.4K)	All Managers (Combined)	$3.3M	783.7% ($3.3M/$426.0K)	QoQ +2.83% (+$0) YoY +2.32% (-$0)
(IWVcusip464287689)	10.2K	QoQ +0.06% (-7) YoY -2.41% (-252)	All Managers (Combined)	$3.2M	757.9% ($3.2M/$426.0K)	QoQ -4.88% (-$0) YoY +3.29% (-$0)
(cusip464287457)✕	36.5K	QoQ +1.58% (+570) YoY +1.04% (+376)	All Managers (Combined)	$3.0M	708.4% ($3.0M/$426.0K)	QoQ +2.51% (+$0) YoY +2.23% (+$0)
(VWOcusip922042858)	53.9K	QoQ -2.41% (-1.3K) YoY -13.76% (-8.6K)	All Managers (Combined)	$2.4M	572.7% ($2.4M/$426.0K)	QoQ +0.28% (-$0) YoY -6.54% (-$0)
(IXUScusip46432F834)	32.2K	QoQ -1.45% (-477) YoY -3.29% (-1.1K)	All Managers (Combined)	$2.3M	528.1% ($2.3M/$426.0K)	QoQ +4.02% (-$0) YoY -0.48% (-$0)
(VXFcusip922908652)	11.3K	QoQ +0.90% (-102) YoY -46.96% (-10.0K)	All Managers (Combined)	$2.0M	457.9% ($2.0M/$426.0K)	QoQ -8.48% (-$0) YoY -47.86% (-$2)
(BNDcusip921937835)	26.4K	QoQ +1.95% (+505) YoY -29.26% (-10.9K)	All Managers (Combined)	$1.9M	454.7% ($1.9M/$426.0K)	QoQ +4.13% (+$0) YoY -28.44% (-$1)
Alphabet Inc.(GOOGcusip02079K107)	507.6K	QoQ +7538.46% (+500.9K) YoY +5923.92% (+499.1K)	All Managers (Combined)	$1.5M	356.5% ($1.5M/$426.0K)	QoQ +19.98% (+$0) YoY +18.39% (+$0)
MICROSOFT CORP(MSFTcusip594918104)	3.9K	QoQ +23.17% (+736) YoY -1.85% (-74)	All Managers (Combined)	$1.5M	344.8% ($1.5M/$426.0K)	QoQ +9.70% (+$0) YoY -12.40% (-$0)
Accenture plc(ACNcusipG1151C101)	4.4K	QoQ -5.74% (-271) YoY NEW(+4.4K)	All Managers (Combined)	$1.4M	325.3% ($1.4M/$426.0K)	QoQ -16.40% (-$0) YoY NEW(+$1)
HF Sinclair Corp(DINOcusip403949100)	41.3K	QoQ 0.00% (-0) YoY NEW(+41.3K)	All Managers (Combined)	$1.4M	319.0% ($1.4M/$426.0K)	QoQ -6.14% (-$0) YoY NEW(+$1)
(cusip921935870)✕	12.3K	QoQ +4.72% (+554) YoY +24.38% (+2.4K)	All Managers (Combined)	$1.2M	289.4% ($1.2M/$426.0K)	QoQ +5.02% (+$0) YoY +24.16% (+$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.9K	QoQ +51.22% (+1.7K) YoY +34.32% (+1.3K)	All Managers (Combined)	$1.2M	284.2% ($1.2M/$426.0K)	QoQ +54.66% (+$0) YoY +64.53% (+$0)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	27.6K	QoQ +306.09% (+20.8K) YoY +255.70% (+19.9K)	All Managers (Combined)	$1.2M	270.6% ($1.2M/$426.0K)	QoQ +285.61% (+$1) YoY +289.52% (+$1)
Alphabet Inc.(GOOGLcusip02079K305)	6.6K	QoQ +12.88% (-752) YoY -5.60% (-391)	All Managers (Combined)	$1.0M	239.2% ($1.0M/$426.0K)	QoQ -7.78% (-$0) YoY -3.22% (-$0)
(cusip808524508)✕	35.7K	QoQ -0.08% (-31) YoY -19.13% (-8.5K)	All Managers (Combined)	$936.0K	219.7% ($936.0K/$426.0K)	QoQ -5.54% (-$0) YoY -73.99% (-$3)
(cusip381430529)✕	9.2K	QoQ -7.03% (-696) YoY -30.18% (-4.0K)	All Managers (Combined)	$921.0K	216.2% ($921.0K/$426.0K)	QoQ -6.78% (-$0) YoY -30.69% (-$0)
(IWFcusip464287614)	2.4K	QoQ +22.45% (+435) YoY +23.28% (+448)	All Managers (Combined)	$856.0K	200.9% ($856.0K/$426.0K)	QoQ +10.02% (+$0) YoY +32.09% (+$0)
AMAZON COM INC(AMZNcusip023135106)	4.5K	QoQ +5.80% (-246) YoY -10.50% (-526)	All Managers (Combined)	$853.0K	200.2% ($853.0K/$426.0K)	QoQ -8.27% (-$0) YoY -5.64% (-$0)