SPC
Spirepoint Private Client LLC Portfolio
Invests via SPIREPOINT PRIVATE CLIENT, LLC | Managed by Hakyung Kay Campione, Trent H. Leyda, James A. Beindorf
Invests via SPIREPOINT PRIVATE CLIENT, LLC
Managed by Hakyung Kay Campione, Trent H. Leyda, James A. Beindorf
Automatically Tracked
Company Profile
Regional wealth-management and custody firm focused on private clients, family offices and independent advisors. SPIREPOINT PRIVATE CLIENT, LLC offers investment advisory, discretionary portfolio management, trust and estate coordination and retirement planning, positioning itself as a boutique provider for affluent households. Capital focus includes managed equity and fixed-income strategies, alternative allocations and taxable account optimization; market positioning emphasizes client service, advisor support and bespoke portfolio solutions.
Regional wealth-management and custody firm focused on private clients, family offices and independent advisors. SPIREPOINT PRIVATE CLIENT, LLC offers investment advisory, discretionary portfolio management, trust and estate coordination and retirement planning, positioning itself as a boutique provider for affluent households. Capital focus includes managed equity and fixed-income strategies, alternative allocations and taxable account optimization; market positioning emphasizes client service, advisor support and bespoke portfolio solutions.
Investment Philosophy & Strategy
Adopts a client-centric, fiduciary investment approach centered on bespoke multi-asset portfolios for affluent households, family offices and advisor platforms. Emphasizes tax-aware, liability-sensitive asset allocation that blends active equity and fixed-income management with targeted alternative allocations for diversification and downside mitigation. Capital deployment favors durable income, laddered credit, selective opportunistic positions and disciplined rebalancing; decision-making is advisor-collaborative, risk-budget driven and oriented to long-term total return and wealth preservation.
Adopts a client-centric, fiduciary investment approach centered on bespoke multi-asset portfolios for affluent households, family offices and advisor platforms. Emphasizes tax-aware, liability-sensitive asset allocation that blends active equity and fixed-income management with targeted alternative allocations for diversification and downside mitigation. Capital deployment favors durable income, laddered credit, selective opportunistic positions and disciplined rebalancing; decision-making is advisor-collaborative, risk-budget driven and oriented to long-term total return and wealth preservation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
32.89%
Gain +0.3%
Monthly
1.02%
Yearly
12.97%
Drawdown
20.48%
$1.16B
Equity
Holdings
$1.16B
Investment
$948.23M
$217.33M
Profit +$3.4M
Realized
$9.97M
Unrealized
$207.36M
Dividends
$38.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$3.4M
Win %
72%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$9.09M
Win %
72%
This Month
Compared to last month
Gain
-0.34%
Profit
-$3.9M
Win %
72%
This Year
Compared to last year
Gain
10.06%
Profit
$105.67M
Win %
70%
MU Micron Technology, Inc.
+8.71%
+$174,846.75 
COIN Coinbase Global, Inc.
+8.2%
+$29,916.27 
STX Seagate Technology Holdings plc
+7.58%
+$107,208.87 
VSCO Victoria's Secret & Co.
+7.43%
+$174,233.95 
AMAT Applied Materials, Inc.
+6.26%
+$57,509.18 
HOOD Robinhood Markets, Inc.
+6.11%
+$22,531.84 
PENG Penguin Solutions, Inc.
+5.52%
+$59,320.38 
AMD Advanced Micro Devices, Inc.
+5.06%
+$35,444.99 
ORLY O'Reilly Automotive Inc.
+4.97%
+$237,321 
STRL Sterling Infrastructure, Inc.
+4.76%
+$94,243.15 
MOD Modine Manufacturing Company
+4.57%
+$47,608.98 
PARR Par Pacific Holdings Inc.
+4.49%
+$42,901.44 
LRCX Lam Research Corporation
+4.3%
+$571,298.04 
KLAC KLA Corporation
+4.19%
+$321,442.73 
OKLO Oklo Inc.
+4.09%
+$8,163.4 
GEV GE Vernova Inc.
+3.96%
+$16,703.5 
PSLV Sprott Physical Silver Trust
+3.72%
+$54,639.22 
ASML ASML Holding N.V. New York Registry Shares
+3.65%
+$11,551.54 
FIX Comfort Systems USA, Inc.
+3.63%
+$38,104.05 
GLW Corning Incorporated
+3.62%
+$10,600.48 
AGX Argan Inc.
+3.48%
+$25,597.4 
LIF Life360, Inc.
+3.37%
+$12,789.14 
MRSH Marsh & McLennan Companies, Inc.
+3.31%
+$9,397.22 
FCX Freeport-McMoRan Inc.
+3.2%
+$26,186.52 
TXN Texas Instruments Inc
+3.14%
+$40,559.21 
CLS Celestica Inc.
+3.06%
+$41,488.69 
P Everpure Inc.
+2.97%
+$188,115.2 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.96%
+$10,162.25 
TIGR UP Fintech Holding Ltd
+2.88%
+$6,168.56 
ORCL Oracle Corporation
+2.65%
+$34,473.32 
ADI Analog Devices, Inc.
+2.52%
+$24,256.71 
AZO AutoZone Inc.
+2.48%
+$7,283.37 
CAT Caterpillar Inc.
+2.44%
+$45,015.93 
EEM iShares MSCI Emerging Markets ETF
+2.31%
+$6,335.7 
WRB W.R. Berkley Corporation
+2.31%
+$7,879.2 
EMC Global X Emerging Markets Great Consumer ETF
+2.3%
+$5,392.21 
XLK State Street Technology Select Sector SPDR ETF
+2.25%
+$518,960.55 
HIMS Hims & Hers Health, Inc.
+2.25%
+$13,253.52 
LYFT Lyft Inc.
+2.24%
+$11,551.29 
ANET Arista Networks, Inc.
+2.22%
+$68,751.42 
NUE Nucor Corporation
+2.16%
+$18,092.34 
IEMG iShares Core MSCI Emerging Markets ETF
+2.16%
+$10,556.1 
IBKR Interactive Brokers Group Inc.
+2.1%
+$13,176.11 
CMI Cummins Inc.
+2.09%
+$6,235.08 
MLI Mueller Industries Inc.
+2.09%
+$8,250.84 
BSTZ BlackRock Science and Technology Term Trust
+2.06%
+$8,481.6 
SPXC Spx Technologies Inc.
+1.96%
+$8,602.44 
AVGO Broadcom Inc.
+1.96%
+$754,068.15 
NVDA NVIDIA Corporation
+1.95%
+$592,903.62 
VGT Vanguard Information Technology ETF
+1.94%
+$13,328.04 
RDDT Reddit Inc Class A
+1.87%
+$6,891.78 
TEL TE Connectivity plc
+1.83%
+$3,805.56 
GS The Goldman Sachs Group, Inc.
+1.78%
+$164,980.99 
TSLA Tesla, Inc.
+1.77%
+$24,573.72 
APP AppLovin Corporation Class A Common Stock
+1.75%
+$18,666.93 
EME EMCOR Group, Inc.
+1.71%
+$3,676.07 
ISRG Intuitive Surgical, Inc.
+1.69%
+$7,217.72 
LEU Centrus Energy Corp.
+1.67%
+$4,554.45 
CEG Constellation Energy Corporation
+1.65%
+$6,842.27 
CCJ Cameco Corporation
+1.59%
+$5,595.75 
C Citigroup Inc.
+1.55%
+$41,589.76 
NET Cloudflare Inc.
+1.53%
+$7,302.44 
BURL Burlington Stores Inc.
+1.45%
+$7,463.5 
QQQ Invesco QQQ Trust, Series 1
+1.43%
+$129,257.63 
CSCO Cisco Systems, Inc.
+1.4%
+$35,423.76 
PSX Phillips 66
+1.35%
+$3,443.22 
CPB The Campbell's Company
+1.31%
+$8,293.13 
IDCC InterDigital, Inc.
+1.29%
+$4,215.78 
PWR Quanta Services Inc.
+1.28%
+$8,799.35 
EIS iShares MSCI Israel ETF
+1.2%
+$2,632.74 
MS Morgan Stanley
+1.18%
+$4,610.32 
GLD SPDR Gold Shares
+1.15%
+$7,860.14 
VONG Vanguard Russell 1000 Growth Fund
+1.15%
+$19,104.09 
PHYS Sprott Physical Gold Trust
+1.11%
+$29,195.25 
IWF iShares Russell 1000 Growth ETF
+1.05%
+$62,815 
NDSN Nordson Corporation
+1.04%
+$3,516.41 
VOT Vanguard Mid-Cap Growth ETF
+1.01%
+$6,231.06 
IRM Iron Mountain Inc.
+1%
+$2,724.28 
IPAC iShares Core MSCI Pacific ETF
+0.99%
+$3,851.12 
TM Toyota Motor Corporation
+0.95%
+$8,450 
QCOM QUALCOMM Incorporated
+0.94%
+$3,669.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.94%
+$10,271.3 
ITRN Ituran Location and Control Ltd.
+0.92%
+$3,978 
UPS United Parcel Service, Inc.
+0.92%
+$1.06M 
SOFI SoFi Technologies, Inc.
+0.91%
+$31,240.4 
ETN Eaton Corporation plc
+0.87%
+$14,297.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$32,003.35 
AOD Abrdn Total Dynamic Dividend Fund
+0.82%
+$1,684.84 
APD Air Products and Chemicals, Inc.
+0.79%
+$4,272.3 
IEFA iShares Core MSCI EAFE ETF
+0.76%
+$3,742.45 
BOE BlackRock Enhanced Global Dividend Trust
+0.75%
+$1,004.04 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.73%
+$8,351.04 
MGK Vanguard Mega Cap Growth ETF
+0.73%
+$28,450.8 
W Wayfair Inc.
+0.72%
+$2,349.9 
UNH UnitedHealth Group Incorporated
+0.72%
+$6,287.66 
MFC Manulife Financial Corporation
+0.71%
+$3,396 
JCI Johnson Controls International plc
+0.7%
+$2,011.78 
VUG Vanguard Growth ETF
+0.67%
+$3,546.54 
TT Trane Technologies plc
+0.67%
+$6,793.81 
EEA The European Equity Fund, Inc.
+0.65%
+$773.36 
MRK Merck & Co., Inc.
+0.64%
+$9,224.8 
FANG Diamondback Energy Inc
+0.62%
+$3,042.68 
ACM Aecom
+0.6%
+$1,885.59 
HON Honeywell International Inc.
+0.6%
+$3,374.35 
XOM Exxon Mobil Corporation
+0.58%
+$90,704.38 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.57%
+$570.29 
IWM iShares Russell 2000 ETF
+0.57%
+$2,360.4 
IBM International Business Machines Corporation
+0.57%
+$5,203.3 
AJG Arthur J. Gallagher & Co.
+0.57%
+$34,915.68 
VYMI Vanguard International High Dividend Yield Index Fund
+0.56%
+$5,113.25 
VO Vanguard Mid-Cap ETF
+0.55%
+$1,246.08 
VB Vanguard Small-Cap ETF
+0.55%
+$5,227.48 
PLD Prologis Inc.
+0.54%
+$4,012.36 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.52%
+$534.15 
IJR iShares Core S&P Small-Cap ETF
+0.51%
+$9,318.69 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.5%
+$2,008.96 
VGK Vanguard FTSE Europe ETF
+0.48%
+$1,738.67 
AXON Axon Enterprise, Inc.
+0.48%
+$58,411.08 
COP ConocoPhillips
+0.47%
+$875.34 
IVV iShares Core S&P 500 ETF
+0.46%
+$12,007.62 
SPY SPDR S&P 500 ETF Trust
+0.45%
+$17,217.19 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.45%
+$4,977.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$4,110.15 
VOO Vanguard S&P 500 ETF
+0.44%
+$160,952.54 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.44%
+$2,958.93 
PIPR Piper Sandler Companies
+0.43%
+$1,316.7 
RECS Columbia Research Enhanced Core ETF
+0.43%
+$13,977.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.42%
+$8,800.88 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$10,837.5 
DLR Digital Realty Trust, Inc.
+0.39%
+$1,873.72 
PH Parker-Hannifin Corporation
+0.37%
+$1,564.21 
EMR Emerson Electric Co.
+0.37%
+$11,288.85 
UBER Uber Technologies, Inc.
+0.35%
+$25,450.78 
MSGE Madison Square Garden Entertainment Corp.
+0.35%
+$22,181.31 
AZN AstraZeneca PLC American Depositary Shares
+0.33%
+$625.91 
BX Blackstone Inc.
+0.32%
+$2,145.2 
PANW Palo Alto Networks, Inc.
+0.31%
+$77,951.35 
ROK Rockwell Automation, Inc.
+0.31%
+$5,594.84 
TDY Teledyne Technologies Incorporated
+0.3%
+$797.57 
AR Antero Resources Corporation
+0.3%
+$2,822.9 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.29%
+$558.74 
RMT Royce Micro-Cap Trust, Inc.
+0.29%
+$1,914.48 
BALY Bally's Corporation
+0.28%
+$800 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.25%
+$659.1 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
+0.23%
+$760.44 
RIVN Rivian Automotive, Inc.
+0.23%
+$17,278.4 
IWR iShares Russell Mid-Cap ETF
+0.22%
+$2,043.84 
DLY DoubleLine Yield Opportunities Fund
+0.21%
+$397.5 
DOV Dover Corporation
+0.21%
+$611.61 
AMLP Alerian MLP ETF
+0.18%
+$42,486 
AME Ametek Inc.
+0.18%
+$2,141.35 
AVAV AeroVironment Inc.
+0.18%
+$403.78 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.18%
+$1,499.96 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$10,914.56 
ULS Ul Solutions Inc.
+0.13%
+$318.67 
ITW Illinois Tool Works Inc.
+0.12%
+$2,585.6 
RVT Royce Small-Cap Trust, Inc.
+0.11%
+$584.5 
NFLX Netflix, Inc.
+0.1%
+$354.2 
USFD US Foods Holding Corp
+0.1%
+$463.79 
WFC Wells Fargo & Company
+0.07%
+$558.54 
RY Royal Bank of Canada
+0.07%
+$794.07 
VFLO VictoryShares Free Cash Flow ETF
+0.07%
+$2,944.16 
GRMN Garmin Ltd.
+0.07%
+$379.1 
JPM JPMorgan Chase & Co.
+0.06%
+$6,130.53 
VIG Vanguard Dividend Appreciation ETF
+0.06%
+$8,616.92 
BLK BlackRock, Inc.
+0.04%
+$1,322.14 
RPV Invesco S&P 500 Pure Value ETF
+0.03%
+$301.52 
XLE Energy Select Sector SPDR Fund
+0.03%
+$973.82 
IVE ISHARES S&P 500 VALUE ETF
+0.02%
+$122 
CRWD CrowdStrike Holdings, Inc.
+0.01%
+$105.55 
DIS The Walt Disney Company
+0.01%
+$40.07 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$55.99 
RSP Invesco S&P 500 Equal Weight ETF
+0.01%
+$76.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DHR Danaher Corporation
-13.84%
-$49,667.62 
NOC Northrop Grumman Corporation
-6.88%
-$630,339.95 
ZION Zions Bancorporation, National Association
-5.58%
-$27,099.58 
TMO Thermo Fisher Scientific Inc.
-3.17%
-$322,920.36 
LMT Lockheed Martin Corporation
-3.11%
-$31,272.05 
SPGI S&P Global Inc.
-3.05%
-$19,957.27 
GILD Gilead Sciences Inc.
-2.81%
-$300,693.06 
LHX L3Harris Technologies, Inc.
-2.62%
-$8,129.09 
MCO Moody's Corporation
-2.53%
-$15,043.06 
ADBE Adobe Inc.
-2.18%
-$4,516.55 
CLH Clean Harbors Inc.
-1.99%
-$654,834.05 
SQ Block, Inc.
-1.94%
-$82,998.98 
SHOP Shopify Inc.
-1.81%
-$5,109.83 
SYK Stryker Corporation
-1.8%
-$16,905.63 
RSG Republic Services, Inc.
-1.78%
-$7,728.34 
WM Waste Management, Inc.
-1.74%
-$5,466.87 
BABA Alibaba Group Holding Limited SP ADR
-1.69%
-$5,304.39 
OTIS Otis Worldwide Corporation
-1.64%
-$62,669.64 
PGR Progressive Corporation
-1.63%
-$15,262.06 
GD General Dynamics Corporation
-1.63%
-$204,363.54 
ICE Intercontinental Exchange, Inc.
-1.5%
-$4,720.1 
MDT Medtronic plc
-1.46%
-$4,932.9 
TMUS T-Mobile US, Inc.
-1.43%
-$4,321.71 
ROL Rollins, Inc.
-1.35%
-$2,884.64 
RTX RTX Corporation
-1.34%
-$16,809 
ECL Ecolab Inc.
-1.33%
-$4,551.74 
BSX Boston Scientific Corporation
-1.3%
-$60,247.29 
PAYC Paycom Software, Inc.
-1.25%
-$9,983.98 
CARR Carrier Global Corporation
-1.22%
-$5,749.84 
UNP Union Pacific Corporation
-1.22%
-$6,440.24 
UMBF UMB Financial Corporation
-1.22%
-$6,603.52 
V Visa Inc. Class A
-1.16%
-$162,502.1 
HD The Home Depot, Inc.
-1.11%
-$28,962.88 
VZ Verizon Communications Inc.
-1.1%
-$3,195.36 
ADP Automatic Data Processing Inc.
-1.1%
-$18,309.27 
UL Unilever PLC Sponsored American Depositary Receipt
-1.1%
-$17,129.88 
SCHW Charles Schwab Corporation
-1.09%
-$2,767.52 
ED Consolidated Edison, Inc.
-1.08%
-$3,789.61 
SHW The Sherwin-Williams Company
-1.08%
-$9,772.03 
YUM Yum! Brands, Inc.
-1.04%
-$2,136.72 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-1.01%
-$10,674.92 
PLTR Palantir Technologies Inc.
-1%
-$278,895.15 
MA Mastercard Incorporated
-0.98%
-$84,779.31 
GOOGL Alphabet Inc
-0.92%
-$313,896.89 
GOOG Alphabet Inc
-0.92%
-$68,379.92 
PNFP Pinnacle Financial Partners Inc.
-0.92%
-$2,145.78 
DE Deere & Company
-0.91%
-$3,472.15 
FISV Fiserv, Inc.
-0.89%
-$5,954.7 
HBAN Huntington Bancshares Incorporated
-0.89%
-$4,113.09 
LPLA LPL Financial Holdings Inc.
-0.86%
-$2,517.75 
DKNG DraftKings Inc.
-0.84%
-$3,160.69 
SGI Somnigroup International Inc.
-0.83%
-$33,989.08 
PG Procter & Gamble Co
-0.82%
-$62,705.4 
MCD McDonald's Corporation
-0.82%
-$10,174.79 
BA Boeing Company
-0.78%
-$3,439.3 
TJX The TJX Companies, Inc.
-0.78%
-$103,384.82 
AMZN Amazon.com Inc
-0.77%
-$195,392.28 
AEP American Electric Power Company, Inc.
-0.76%
-$4,917.34 
NSC Norfolk Southern Corporation
-0.74%
-$10,009.8 
SO The Southern Company
-0.73%
-$72,100.17 
COST Costco Wholesale Corporation
-0.73%
-$56,667.3 
ABT Abbott Laboratories
-0.72%
-$6,205.73 
PAYX Paychex Inc.
-0.72%
-$3,274.43 
LOW Lowe's Companies Inc.
-0.69%
-$7,784.67 
BRK-B Berkshire Hathaway Inc.
-0.68%
-$87,994.99 
XLV Health Care Select Sector SPDR Fund
-0.67%
-$4,922.64 
AAPL Apple Inc.
-0.63%
-$354,579.56 
KO The Coca-Cola Company
-0.63%
-$8,153.99 
BWXT Bwx Technologies Inc.
-0.62%
-$4,509.24 
JNJ Johnson & Johnson
-0.61%
-$167,412.16 
PNC The PNC Financial Services Group, Inc.
-0.61%
-$3,421.08 
CL Colgate-Palmolive Company
-0.61%
-$6,079.36 
O Realty Income Corporation
-0.6%
-$1,347.45 
AFL Aflac Inc.
-0.6%
-$1,488.88 
LNG Cheniere Energy Inc.
-0.57%
-$3,163.14 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.57%
-$9,632 
ALLE Allegion plc
-0.55%
-$1,341.4 
CMRE Costamare Inc.
-0.54%
-$1,273.6 
WMT Walmart Inc.
-0.54%
-$64,971.6 
PEP PepsiCo, Inc.
-0.53%
-$7,458.98 
ALL Allstate Corporation
-0.52%
-$3,624.25 
IOT Samsara Inc. Class A Common Stock
-0.52%
-$2,487.6 
DUK Duke Energy Corporation
-0.51%
-$28,024.32 
PPG PPG Industries Inc.
-0.51%
-$1,260.09 
BRK-A Berkshire Hathaway Inc.
-0.51%
-$3,718.53 
LIN Linde plc
-0.5%
-$8,765.4 
MDLZ Mondelez International, Inc.
-0.5%
-$2,354.1 
URI United Rentals, Inc.
-0.49%
-$4,662.15 
XLP Consumer Staples Select Sector SPDR Fund
-0.48%
-$2,066.4 
GWW W.W. Grainger, Inc.
-0.47%
-$1,244.36 
TRV The Travelers Companies, Inc.
-0.47%
-$1,498.14 
CSL Carlisle Companies Inc.
-0.46%
-$1,127.84 
KMB Kimberly-Clark Corporation
-0.46%
-$1,344 
THC Tenet Healthcare Corporation
-0.46%
-$1,886.8 
VHT Vanguard Health Care ETF
-0.44%
-$1,230.25 
MET MetLife Inc.
-0.44%
-$3,002.67 
PDX PIMCO Dynamic Income Strategy Fund
-0.43%
-$928.89 
CMG Chipotle Mexican Grill, Inc.
-0.42%
-$11,963.28 
SDY SPDR S&P Dividend ETF
-0.42%
-$1,069.25 
XLU Utilities Select Sector SPDR Fund
-0.4%
-$13,456.26 
AMGN Amgen Inc.
-0.39%
-$8,012.35 
WEC WEC Energy Group Inc.
-0.39%
-$1,005.84 
WMB The Williams Companies, Inc.
-0.38%
-$992.37 
ZWS Zurn Elkay Water Solutions Corporation
-0.38%
-$991.54 
NEE NextEra Energy, Inc.
-0.37%
-$63,305.45 
AXP American Express Company
-0.36%
-$6,865.82 
SBUX Starbucks Corporation
-0.36%
-$2,931.75 
PM Philip Morris International Inc.
-0.35%
-$7,715.96 
HDV iShares Core High Dividend ETF
-0.34%
-$3,132.62 
ACN Accenture plc Class A
-0.33%
-$5,705.76 
GSY Invesco Ultra Short Duration ETF
-0.32%
-$1,870.06 
MTB M&T Bank Corporation
-0.31%
-$990.6 
SRE Sempra
-0.31%
-$5,071.64 
NKE Nike, Inc. - Class B
-0.3%
-$4,677.66 
T AT&T Inc.
-0.3%
-$922.35 
CCL Carnival Corporation Ltd.
-0.29%
-$882.09 
BBY Best Buy Co., Inc.
-0.28%
-$3,725.76 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.27%
-$786.99 
MIAX Miami International Holdings, Inc.
-0.26%
-$7,577.13 
DVY iShares Select Dividend ETF
-0.24%
-$698.44 
KKR KKR & Co. Inc.
-0.23%
-$1,689.75 
PKG Packaging Corporation of America
-0.23%
-$1,072.7 
META Meta Platforms Inc Class A
-0.23%
-$7,679.28 
MSFT Microsoft Corp.
-0.22%
-$71,666.2 
BND Vanguard Total Bond Market Index Fund
-0.2%
-$29,779.08 
CB Chubb Limited
-0.19%
-$796.62 
BGR BlackRock Energy & Resources Trust
-0.19%
-$300.78 
DGRO iShares Core Dividend Growth ETF
-0.18%
-$4,047.68 
CVX Chevron Corporation
-0.16%
-$23,690.57 
TFC Truist Financial Corporation
-0.16%
-$417.44 
CMU MFS Municipal High Income Fund
-0.15%
-$81.23 
ARES Ares Management Corporation
-0.15%
-$6,554.34 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.14%
-$1,901.84 
EXR Extra Space Storage Inc.
-0.14%
-$564.4 
BMEZ BlackRock Health Sciences Trust II
-0.13%
-$208.72 
AON Aon plc
-0.12%
-$312.37 
LLY Eli Lilly and Company
-0.12%
-$26,674.44 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.12%
-$936.6 
KTOS Kratos Defense & Security Solutions, Inc.
-0.1%
-$2,213.7 
RCL Royal Caribbean Group
-0.09%
-$5,193.33 
IWD iShares Russell 1000 Value ETF
-0.09%
-$2,225.06 
BAC Bank of America Corporation
-0.05%
-$939.75 
ABBV AbbVie Inc.
-0.04%
-$4,450.77 
CI The Cigna Group
-0.04%
-$78.3 
PFGC Performance Food Group Co.
-0.03%
-$208.32 
WELL Welltower Inc.
-0.03%
-$226.35 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$2,969.57 
GE General Electric Company
-0.02%
-$140.38 Events
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Dividends
Dividend Analysis
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| Trades 1911 | Longs Won 1221/1911 63% | Profit Factor 3.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.49M |
| Average Win $253,059.3 | Best Trade (Jul 22) $22.19M | Sharpe Ratio -9.81 |
| Average Loss -$132,829.23 | Worst Trade (Jul 30) -$45.85M | Z-Score 14.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $113,727.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
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Returns
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FAQ
Which stocks have generated the highest profits for Spirepoint Private Client LLC?
The largest contributions to the portfolio's profits come from the following stocks: United Parcel Service, Inc - $11.28M, Arista Networks, Inc - $5.61M, Rivian Automotive, Inc - $3.88M, Utilities Select Sector SPDR Fund - $3.65M, and Royal Caribbean Group - $3.38M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Cigna Group - $1.74M, Merck & Co., Inc - $1.46M, Diamondback Energy Inc - $1.38M, Danaher Corporation - $1.24M, and Constellation Brands, Inc - $1.13M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Spirepoint Private Client LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.99M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $15.7M, Alerian MLP ETF - $1.93M, Johnson & Johnson - $1.16M, NextEra Energy, Inc - $885,228.32, and Chevron Corporation - $882,520.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Spirepoint Private Client LLC's monthly returns?
Spirepoint Private Client LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Spirepoint Private Client LLC's strategy be considered aggressive or moderate?
Spirepoint Private Client LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Spirepoint Private Client LLC's strategy?
Spirepoint Private Client LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
