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

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SPDR GOLD TRUST

GLD|78463V107

Shares:2.7K

Value:$778.0K

% of Portfolio:182.6% ($778.0K/$426.0K)

921946406

VYM|921946406

Shares:5.8K

Value:$746.0K

% of Portfolio:175.1% ($746.0K/$426.0K)

464288513

Shares:9.1K

Value:$720.0K

% of Portfolio:169.0% ($720.0K/$426.0K)

922908736

VUG|922908736

Shares:1.9K

Value:$698.0K

% of Portfolio:163.8% ($698.0K/$426.0K)

464287309

IVW|464287309

Shares:7.3K

Value:$682.0K

% of Portfolio:160.1% ($682.0K/$426.0K)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.2K

Value:$666.0K

% of Portfolio:156.3% ($666.0K/$426.0K)

808524201

SCHX|808524201

Shares:29.9K

Value:$659.0K

% of Portfolio:154.7% ($659.0K/$426.0K)

25434V708

DFAC|25434V708

Shares:19.2K

Value:$634.0K

% of Portfolio:148.8% ($634.0K/$426.0K)

808524805

SCHF|808524805

Shares:29.6K

Value:$586.0K

% of Portfolio:137.5% ($586.0K/$426.0K)

464287176

Shares:5.2K

Value:$577.0K

% of Portfolio:135.4% ($577.0K/$426.0K)

78468R622

Shares:5.4K

Value:$516.0K

% of Portfolio:121.1% ($516.0K/$426.0K)

Meta Platforms, Inc.

META|30303M102

Shares:859

Value:$495.0K

% of Portfolio:116.2% ($495.0K/$426.0K)

922042775

VEU|922042775

Shares:7.5K

Value:$456.0K

% of Portfolio:107.0% ($456.0K/$426.0K)

808524888

Shares:12.5K

Value:$447.0K

% of Portfolio:104.9% ($447.0K/$426.0K)

78468R531

Shares:8.2K

Value:$439.0K

% of Portfolio:103.0% ($439.0K/$426.0K)

HOME DEPOT, INC.

HD|437076102

Shares:1.2K

Value:$425.0K

% of Portfolio:99.8% ($425.0K/$426.0K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.7K

Value:$412.0K

% of Portfolio:96.7% ($412.0K/$426.0K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:872

Value:$409.0K

% of Portfolio:96.0% ($409.0K/$426.0K)

464287598

IWD|464287598

Shares:1.9K

Value:$351.0K

% of Portfolio:82.4% ($351.0K/$426.0K)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.1K

Value:$336.0K

% of Portfolio:78.9% ($336.0K/$426.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR GOLD TRUST(GLDcusip78463V107)	2.7K	QoQ +10.70% (+261) YoY NEW(+2.7K)	All Managers (Combined)	$778.0K	182.6% ($778.0K/$426.0K)	QoQ +31.64% (+$0) YoY NEW(+$1)
(VYMcusip921946406)	5.8K	QoQ -5.38% (-329) YoY -6.51% (-403)	All Managers (Combined)	$746.0K	175.1% ($746.0K/$426.0K)	QoQ -4.35% (-$0) YoY -0.40% (-$0)
(cusip464288513)✕	9.1K	QoQ -6.49% (-634) YoY -44.65% (-7.4K)	All Managers (Combined)	$720.0K	169.0% ($720.0K/$426.0K)	QoQ -6.12% (-$0) YoY -43.79% (-$1)
(VUGcusip922908736)	1.9K	QoQ 0.00% (-0) YoY -2.84% (-55)	All Managers (Combined)	$698.0K	163.8% ($698.0K/$426.0K)	QoQ -9.58% (-$0) YoY +4.80% (-$0)
(IVWcusip464287309)	7.3K	QoQ -2.24% (-169) YoY -12.61% (-1.1K)	All Managers (Combined)	$682.0K	160.1% ($682.0K/$426.0K)	QoQ -10.61% (-$0) YoY -3.94% (-$0)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$666.0K	156.3% ($666.0K/$426.0K)	QoQ -6.32% (-$0) YoY -4.17% (-$0)
(SCHXcusip808524201)	29.9K	QoQ -2.25% (-689) YoY +182.43% (+19.3K)	All Managers (Combined)	$659.0K	154.7% ($659.0K/$426.0K)	QoQ -6.92% (-$0) YoY +0.45% (+$0)
(DFACcusip25434V708)	19.2K	QoQ -8.34% (-1.8K) YoY -8.34% (-1.8K)	All Managers (Combined)	$634.0K	148.8% ($634.0K/$426.0K)	QoQ -12.55% (-$0) YoY -5.37% (-$0)
(SCHFcusip808524805)	29.6K	QoQ 0.00% (+0) YoY +11.55% (-3.1K)	All Managers (Combined)	$586.0K	137.5% ($586.0K/$426.0K)	QoQ +6.93% (+$0) YoY -43.43% (-$0)
(cusip464287176)✕	5.2K	QoQ 0.00% (+0) YoY NEW(+5.2K)	All Managers (Combined)	$577.0K	135.4% ($577.0K/$426.0K)	QoQ +4.33% (+$0) YoY NEW(+$1)
(cusip78468R622)✕	5.4K	QoQ +0.35% (+19) YoY -41.35% (-3.8K)	All Managers (Combined)	$516.0K	121.1% ($516.0K/$426.0K)	QoQ +0.19% (+$0) YoY -41.29% (-$0)
Meta Platforms, Inc.(METAcusip30303M102)	859	QoQ +18.48% (+134) YoY -15.20% (-154)	All Managers (Combined)	$495.0K	116.2% ($495.0K/$426.0K)	QoQ +16.47% (+$0) YoY +0.60% (-$0)
(VEUcusip922042775)	7.5K	QoQ -12.19% (-1.0K) YoY -13.44% (-1.2K)	All Managers (Combined)	$456.0K	107.0% ($456.0K/$426.0K)	QoQ -7.31% (-$0) YoY -10.58% (-$0)
(cusip808524888)✕	12.5K	QoQ -4.46% (-582) YoY -55.85% (-15.8K)	All Managers (Combined)	$447.0K	104.9% ($447.0K/$426.0K)	QoQ -0.22% (-$0) YoY -55.78% (-$1)
(cusip78468R531)✕	8.2K	QoQ +0.08% (-7) YoY -6.68% (-587)	All Managers (Combined)	$439.0K	103.0% ($439.0K/$426.0K)	QoQ -5.18% (-$0) YoY -1.34% (-$0)
HOME DEPOT, INC.(HDcusip437076102)	1.2K	QoQ +1.48% (-17) YoY -5.15% (-63)	All Managers (Combined)	$425.0K	99.8% ($425.0K/$426.0K)	QoQ -4.27% (-$0) YoY -9.38% (-$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.7K	QoQ 0.00% (+0) YoY +7.53% (+116)	All Managers (Combined)	$412.0K	96.7% ($412.0K/$426.0K)	QoQ +13.18% (+$0) YoY +40.13% (+$0)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	872	QoQ NEW(+872) YoY -8.88% (-85)	All Managers (Combined)	$409.0K	96.0% ($409.0K/$426.0K)	QoQ NEW(+$0) YoY -3.76% (-$0)
(IWDcusip464287598)	1.9K	QoQ +50.24% (+624) YoY NEW(+1.9K)	All Managers (Combined)	$351.0K	82.4% ($351.0K/$426.0K)	QoQ +52.60% (+$0) YoY NEW(+$0)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.1K	QoQ -1.59% (-50) YoY -1.59% (-50)	All Managers (Combined)	$336.0K	78.9% ($336.0K/$426.0K)	QoQ +16.66% (-$0) YoY +24.90% (-$0)