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:

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Eastern Bankshares, Inc.

EBC|27627N105

Shares:13.8K

Value:$226.0K

% of Portfolio:53.0% ($226.0K/$426.0K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.0K

Value:$226.0K

% of Portfolio:53.0% ($226.0K/$426.0K)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$222.0K

% of Portfolio:52.1% ($222.0K/$426.0K)

25434V880

DFAX|25434V880

Shares:7.9K

Value:$206.0K

% of Portfolio:48.4% ($206.0K/$426.0K)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.7K

Value:$201.0K

% of Portfolio:47.2% ($201.0K/$426.0K)

Industrial Logistics Properties Trust

ILPT|456237106

Shares:10.5K

Value:$36.0K

% of Portfolio:8.4% ($36.0K/$426.0K)

46435G268

Shares:12.4K

Value:$12.0K

% of Portfolio:2.8% ($12.0K/$426.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eastern Bankshares, Inc.(EBCcusip27627N105)	13.8K	QoQ +19.61% (+2.3K) YoY -90.50% (-131.6K)	All Managers (Combined)	$226.0K	53.0% ($226.0K/$426.0K)	QoQ +13.56% (+$0) YoY -22.86% (-$0)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$226.0K	53.0% ($226.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$222.0K	52.1% ($222.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
(DFAXcusip25434V880)	7.9K	QoQ NEW(+7.9K) YoY -4.02% (-330)	All Managers (Combined)	$206.0K	48.4% ($206.0K/$426.0K)	QoQ NEW(+$0) YoY -0.96% (-$0)
EXXON MOBIL CORP(XOMcusip30231G102)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$201.0K	47.2% ($201.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
Industrial Logistics Properties Trust(ILPTcusip456237106)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$36.0K	8.4% ($36.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip46435G268)✕	12.4K	QoQ 0.00% (+0) YoY NEW(+12.4K)	All Managers (Combined)	$12.0K	2.8% ($12.0K/$426.0K)	QoQ 0.00% (+$0) YoY NEW(+$0)