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:
35.57%
Gain -0.5%
Monthly
1.04%
Yearly
13.23%
Drawdown
20.5%
$1.24B
Equity
Holdings
$1.24B
Investment
$1.01B
$234.03M
Profit -$3.56M
Realized
$3.15M
Unrealized
$230.89M
Dividends
$42.47M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$3.56M
Win %
69%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$12.03M
Win %
69%
This Month
Compared to last month
Gain
-1.58%
Profit
-$19.89M
Win %
69%
This Year
Compared to last year
Gain
1.21%
Profit
$14.88M
Win %
66%
KTOS Kratos Defense & Security Solutions, Inc.
+6.75%
+$239,781.5 
LLY Eli Lilly and Company
+4.86%
+$1.09M 
GLD SPDR Gold Shares
+3.97%
+$27,550.44 
PARR Par Pacific Holdings Inc.
+3.65%
+$41,117.09 
DIS The Walt Disney Company
+3.65%
+$11,731.66 
ANET Arista Networks, Inc.
+3.57%
+$574,097.64 
NVDA NVIDIA Corporation
+3.44%
+$1.31M 
YUM Yum! Brands, Inc.
+3.18%
+$6,392.01 
FCX Freeport-McMoRan Inc.
+3.1%
+$29,111.61 
CMI Cummins Inc.
+3.06%
+$9,272.47 
TIGO Millicom International Cellular S.A.
+2.82%
+$8,080.08 
STRL Sterling Infrastructure, Inc.
+2.65%
+$45,121.8 
BALY Bally's Corporation
+2.43%
+$6,600 
TT Trane Technologies plc
+2.4%
+$23,258.34 
EMR Emerson Electric Co.
+2.31%
+$81,382.25 
SHW The Sherwin-Williams Company
+2.24%
+$22,570.07 
NKE Nike, Inc. - Class B
+2.21%
+$33,089.64 
MCD McDonald's Corporation
+2.09%
+$26,059.22 
RTX RTX Corporation
+2.01%
+$28,148.74 
CMG Chipotle Mexican Grill, Inc.
+2.01%
+$58,107.36 
STX Seagate Technology Holdings plc
+2.01%
+$29,663.07 
ALLE Allegion plc
+1.95%
+$5,539.45 
DELL Dell Technologies Inc.
+1.95%
+$8,718.73 
XLE Energy Select Sector SPDR Fund
+1.76%
+$67,447.49 
ORLY O'Reilly Automotive Inc.
+1.75%
+$90,918.31 
CCJ Cameco Corporation
+1.59%
+$7,342.3 
USFD US Foods Holding Corp
+1.56%
+$8,974.49 
TJX The TJX Companies, Inc.
+1.5%
+$204,426.72 
MLI Mueller Industries Inc.
+1.33%
+$7,094.36 
UNH UnitedHealth Group Incorporated
+1.28%
+$10,758.82 
CPB The Campbell's Company
+1.27%
+$8,293.13 
VONG Vanguard Russell 1000 Growth Fund
+1.17%
+$20,856 
AON Aon plc
+1.09%
+$2,886 
ROK Rockwell Automation, Inc.
+1.08%
+$18,990.71 
HD The Home Depot, Inc.
+1.06%
+$27,922.31 
URI United Rentals, Inc.
+1.04%
+$11,183.53 
MIAX Miami International Holdings, Inc.
+1.03%
+$32,030.6 
GE General Electric Company
+1.02%
+$7,111.68 
AMAT Applied Materials, Inc.
+0.99%
+$9,741.42 
PGR Progressive Corporation
+0.95%
+$8,731.44 
P Everpure Inc.
+0.95%
+$72,387.2 
CVS CVS Health Corporation
+0.91%
+$2,110.9 
ULS Ul Solutions Inc.
+0.91%
+$1,952.51 
DOV Dover Corporation
+0.91%
+$2,257.21 
WFC Wells Fargo & Company
+0.88%
+$6,480.24 
AJG Arthur J. Gallagher & Co.
+0.87%
+$6,311.53 
SBUX Starbucks Corporation
+0.87%
+$6,428.24 
LOW Lowe's Companies Inc.
+0.85%
+$9,685.01 
MDLZ Mondelez International, Inc.
+0.84%
+$3,183.95 
CL Colgate-Palmolive Company
+0.81%
+$7,946.25 
GS The Goldman Sachs Group, Inc.
+0.7%
+$65,001.78 
PH Parker-Hannifin Corporation
+0.68%
+$2,806.91 
AMLP Alerian MLP ETF
+0.58%
+$143,566.4 
MS Morgan Stanley
+0.57%
+$2,286.58 
C Citigroup Inc.
+0.56%
+$15,643.32 
BAC Bank of America Corporation
+0.56%
+$11,044.95 
DLR Digital Realty Trust, Inc.
+0.54%
+$2,716.45 
RCL Royal Caribbean Group
+0.53%
+$33,956.3 
AAPL Apple Inc.
+0.52%
+$278,077.96 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.49%
+$1,488.92 
TFC Truist Financial Corporation
+0.47%
+$1,304.25 
PANW Palo Alto Networks, Inc.
+0.47%
+$148,657.88 
WMB The Williams Companies, Inc.
+0.45%
+$1,123.2 
BMEZ BlackRock Health Sciences Trust II
+0.45%
+$730.52 
RECS Columbia Research Enhanced Core ETF
+0.45%
+$15,085 
UL Unilever PLC Sponsored American Depositary Receipt
+0.44%
+$6,710.15 
PNC The PNC Financial Services Group, Inc.
+0.43%
+$2,463.05 
WRB W.R. Berkley Corporation
+0.39%
+$1,304.8 
DE Deere & Company
+0.39%
+$1,551.11 
AXON Axon Enterprise, Inc.
+0.38%
+$59,058.84 
IOT Samsara Inc. Class A Common Stock
+0.34%
+$1,936.74 
AFL Aflac Inc.
+0.33%
+$790.07 
SYK Stryker Corporation
+0.32%
+$2,806.63 
MCO Moody's Corporation
+0.32%
+$1,780.91 
EME EMCOR Group, Inc.
+0.28%
+$658.91 
MRK Merck & Co., Inc.
+0.26%
+$3,360.72 
TFLO iShares Treasury Floating Rate Bond ETF
+0.26%
+$1,455.87 
VGK Vanguard FTSE Europe ETF
+0.24%
+$920.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$3,197.73 
PKG Packaging Corporation of America
+0.21%
+$1,229.09 
INTC Intel Corporation
+0.2%
+$781.6 
ACN Accenture plc Class A
+0.18%
+$3,401.51 
CB Chubb Limited
+0.15%
+$12,135.64 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$11,352.48 
NSC Norfolk Southern Corporation
+0.14%
+$1,885.64 
BWXT Bwx Technologies Inc.
+0.12%
+$1,005.95 
EXR Extra Space Storage Inc.
+0.12%
+$507.96 
CLH Clean Harbors Inc.
+0.12%
+$39,162.18 
INCY Incyte Corporation
+0.09%
+$214.94 
VOO Vanguard S&P 500 ETF
+0.08%
+$35,021.97 
DLY DoubleLine Yield Opportunities Fund
+0.07%
+$132.5 
HDV iShares Core High Dividend ETF
+0.07%
+$659.6 
BRK-A Berkshire Hathaway Inc.
+0.07%
+$515.75 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$5,411.85 
VSCO Victoria's Secret & Co.
+0.03%
+$719.98 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ACM Aecom
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
AR Antero Resources Corporation
0%
$0 
AVAV AeroVironment Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
$0 
BA Boeing Company
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BSTZ BlackRock Science and Technology Term Trust
0%
$0 
BURL Burlington Stores Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DKNG DraftKings Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
GD General Dynamics Corporation
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRMN Garmin Ltd.
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HIMS Hims & Hers Health, Inc.
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KLIC Kulicke & Soffa Industries, Inc.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MSGE Madison Square Garden Entertainment Corp.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFGC Performance Food Group Co.
0%
$0 
PLD Prologis Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RY Royal Bank of Canada
0%
$0 
SHOP Shopify Inc.
0%
$0 
SPXC Spx Technologies Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TIGR UP Fintech Holding Ltd
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTMI TTM Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
ZWS Zurn Elkay Water Solutions Corporation
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
IPAC iShares Core MSCI Pacific ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
GEV GE Vernova Inc.
0%
$0 
OKLO Oklo Inc.
0%
$0 
PENG Penguin Solutions, Inc.
0%
$0 
XYZ Block, Inc.
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
EEA The European Equity Fund, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 G200
G2004J103
0%
$0 7840
78409V112
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-9.12%
-$21,278.84 
AGX Argan Inc.
-7.65%
-$60,054.75 
W Wayfair Inc.
-7.28%
-$25,043.72 
UBER Uber Technologies, Inc.
-6.88%
-$519,080.84 
HONA Honeywell Aerospace Inc.
-5.93%
-$32,177.04 
VGT Vanguard Information Technology ETF
-5.83%
-$41,440 
IDCC InterDigital, Inc.
-5.67%
-$27,455.01 
AME Ametek Inc.
-4.86%
-$60,922.55 
IWF iShares Russell 1000 Growth ETF
-4.81%
-$300,004.64 
VUG Vanguard Growth ETF
-4.37%
-$26,031.85 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-4.04%
-$50,157.2 
GOOGL Alphabet Inc
-4.03%
-$1.83M 
LIF Life360, Inc.
-3.94%
-$20,588.4 
CMRE Costamare Inc.
-3.86%
-$10,720.89 
NDSN Nordson Corporation
-3.84%
-$13,851.86 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$24,420.74 
IJT iShares S&P Small-Cap 600 Growth ETF
-3.56%
-$14,880.34 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.51%
-$12,539.05 
FISV Fiserv, Inc.
-3.3%
-$23,837.2 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$63,676.67 
VIOO Vanguard S&P Small-Cap 600 ETF
-3.25%
-$25,454.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
-3.18%
-$71,125.79 
QCOM QUALCOMM Incorporated
-3.16%
-$10,259.44 
EEM iShares MSCI Emerging Markets ETF
-2.89%
-$8,232.12 
ZION Zions Bancorporation, National Association
-2.88%
-$16,551.72 
MOD Modine Manufacturing Company
-2.87%
-$27,224.63 
IWR iShares Russell Mid-Cap ETF
-2.87%
-$27,591.84 
EIS iShares MSCI Israel ETF
-2.79%
-$6,345.5 
BSX Boston Scientific Corporation
-2.75%
-$9,011.25 
ITW Illinois Tool Works Inc.
-2.75%
-$65,528.7 
PLTR Palantir Technologies Inc.
-2.6%
-$881,413.56 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-2.51%
-$3,608.08 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$20,117.9 
VO Vanguard Mid-Cap ETF
-2.34%
-$6,363.2 
SRE Sempra
-2.3%
-$32,618.09 
OTIS Otis Worldwide Corporation
-2.29%
-$9,100.65 
CLS Celestica Inc.
-2.26%
-$38,400.94 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$25,889.6 
TMUS T-Mobile US, Inc.
-2.12%
-$5,808.77 
TXN Texas Instruments Inc
-2.08%
-$26,600.91 
GLW Corning Incorporated
-2.06%
-$6,253.91 
LMT Lockheed Martin Corporation
-2.04%
-$18,468 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$6,531.98 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$245,247.25 
SOXX iShares Semiconductor ETF
-1.94%
-$276,768.69 
LRCX Lam Research Corporation
-1.9%
-$272,115.59 
IWD iShares Russell 1000 Value ETF
-1.87%
-$50,961.84 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.86%
-$31,186.02 
TSLA Tesla, Inc.
-1.77%
-$20,740.84 
UMBF UMB Financial Corporation
-1.75%
-$11,083.8 
ALB Albemarle Corporation
-1.64%
-$42,981.84 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$8,414.06 
ITRN Ituran Location and Control Ltd.
-1.63%
-$6,416.08 
XOM Exxon Mobil Corporation
-1.51%
-$247,593.85 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-1.51%
-$1,602.45 
AEP American Electric Power Company, Inc.
-1.47%
-$9,717.77 
DGRO iShares Core Dividend Growth ETF
-1.42%
-$33,258.34 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$13,391 
T AT&T Inc.
-1.37%
-$4,335.05 
THC Tenet Healthcare Corporation
-1.32%
-$8,309.9 
BOE BlackRock Enhanced Global Dividend Trust
-1.3%
-$1,784.96 
LIN Linde plc
-1.29%
-$18,573.45 
UPS United Parcel Service, Inc.
-1.29%
-$1.44M 
DVY iShares Select Dividend ETF
-1.22%
-$3,657.6 
WEC WEC Energy Group Inc.
-1.15%
-$2,932.02 
PDX PIMCO Dynamic Income Strategy Fund
-1.11%
-$2,477.04 
MSFT Microsoft Corp.
-1.09%
-$494,955.25 
XLU Utilities Select Sector SPDR Fund
-1.05%
-$31,793.44 
CDNS Cadence Design Systems, Inc.
-1.04%
-$2,456.6 
PAYC Paycom Software, Inc.
-0.99%
-$9,289.86 
ADP Automatic Data Processing Inc.
-0.99%
-$15,975.48 
LNG Cheniere Energy Inc.
-0.98%
-$5,232.08 
PHYS Sprott Physical Gold Trust
-0.91%
-$24,463.6 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$89,256.71 
DUK Duke Energy Corporation
-0.87%
-$53,165.16 
PG Procter & Gamble Co
-0.86%
-$65,401.32 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.77%
-$2,655.06 
VB Vanguard Small-Cap ETF
-0.72%
-$8,080.56 
ORCL Oracle Corporation
-0.7%
-$10,243.48 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$7,594.24 
VYMI Vanguard International High Dividend Yield Index Fund
-0.63%
-$6,418.5 
CAT Caterpillar Inc.
-0.62%
-$11,749.84 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.62%
-$8,375.08 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$17,604.96 
AOD Abrdn Total Dynamic Dividend Fund
-0.56%
-$1,186.8 
COIN Coinbase Global, Inc.
-0.56%
-$1,543.92 
EMC Global X Emerging Markets Great Consumer ETF
-0.52%
-$1,409.44 
SPG Simon Property Group, Inc.
-0.48%
-$1,016.96 
APP AppLovin Corporation Class A Common Stock
-0.45%
-$4,784.25 
RMT Royce Micro-Cap Trust, Inc.
-0.42%
-$2,776.68 
WM Waste Management, Inc.
-0.42%
-$2,811.54 
CARR Carrier Global Corporation
-0.4%
-$1,780.48 
XLP Consumer Staples Select Sector SPDR Fund
-0.37%
-$1,239.03 
MFM MFS Municipal Income Trust
-0.37%
-$201.66 
BABA Alibaba Group Holding Limited SP ADR
-0.36%
-$1,219.21 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$1,775.2 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.35%
-$1,285.72 
O Realty Income Corporation
-0.32%
-$689.6 
RSG Republic Services, Inc.
-0.31%
-$1,254.39 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$37,234.89 
LEU Centrus Energy Corp.
-0.28%
-$1,040.06 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$610.65 
RVT Royce Small-Cap Trust, Inc.
-0.27%
-$1,462.15 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$61,035.15 
IWM iShares Russell 2000 ETF
-0.23%
-$976.46 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$1,355.5 
PIPR Piper Sandler Companies
-0.21%
-$675.36 
RPV Invesco S&P 500 Pure Value ETF
-0.21%
-$1,814 
VFLO VictoryShares Free Cash Flow ETF
-0.2%
-$8,663.14 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$8,540.95 
NUE Nucor Corporation
-0.2%
-$1,980.02 
CSCO Cisco Systems, Inc.
-0.2%
-$5,512.32 
FIX Comfort Systems USA, Inc.
-0.2%
-$2,238.14 
IVV iShares Core S&P 500 ETF
-0.18%
-$4,229.88 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.17%
-$2,043.64 
SO The Southern Company
-0.16%
-$15,899.25 
LPLA LPL Financial Holdings Inc.
-0.15%
-$463.84 
TDY Teledyne Technologies Incorporated
-0.15%
-$415.09 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.15%
-$1,684.76 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.1%
-$103.69 
SGI Somnigroup International Inc.
-0.09%
-$3,553.02 
VHT Vanguard Health Care ETF
-0.06%
-$166.49 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.05%
-$401.4 
NOC Northrop Grumman Corporation
-0.04%
-$4,029.88 
GSY Invesco Ultra Short Duration ETF
-0.04%
-$233.76 
MBB iShares MBS ETF
-0.01%
-$13.6 
ISRG Intuitive Surgical, Inc.
0%
-$6.05 
VRTX Vertex Pharmaceuticals Incorporated
0%
-$2.17 Events
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Dividends
Dividend Analysis
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| Trades 2187 | Longs Won 1363/2187 62% | Profit Factor 3.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.51M |
| Average Win $251,137.45 | Best Trade (Sep 01) $25.41M | Sharpe Ratio -10.44 |
| Average Loss -$128,918.8 | Worst Trade (Sep 10) -$49.89M | Z-Score 13.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy $107,011.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 973 | $396,352 | $396,352 | - | - | - | 0.0 |
| AAPL Apple Inc. | 171,652 | $32.98M | $53.38M | - | $20.4M | 61.85% | +0.524% |
| ABBV AbbVie Inc. | 26,767 | $5.46M | $6.53M | - | $1.07M | 19.58% | 0.0 |
| ABT Abbott Laboratories | 6,574 | $747,595.28 | $693,294.04 | - | -$54,301.24 | -7.26% | 0.0 |
| ACM Aecom | 5,607 | $487,916.12 | $424,730.25 | - | -$63,185.87 | -12.95% | 0.0 |
| ACN Accenture plc Class A | 11,338 | $3.44M | $1.94M | - | -$1.5M | -43.65% | +0.176% |
| ADI Analog Devices, Inc. | 2,473 | $494,345.86 | $940,457.19 | - | $446,111.33 | 90.24% | 0.0 |
| ADP Automatic Data Processing Inc. | 5,961 | $1.48M | $1.6M | - | $113,128.63 | 7.62% | -0.99% |
| AEP American Electric Power Company, Inc. | 5,169 | $573,104.52 | $653,723.43 | - | $80,618.91 | 14.07% | -1.465% |
| AFL Aflac Inc. | 1,927 | $165,452.29 | $241,954.12 | - | $76,501.83 | 46.24% | +0.328% |
| AGX Argan Inc. | 1,271 | $311,667.32 | $725,016.52 | - | $413,349.2 | 132.63% | -7.65% |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 13,933 | $309,999 | $363,929.96 | - | $53,930.96 | 17.4% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 2,922 | $660,207.89 | $731,142.84 | - | $70,934.95 | 10.74% | +0.871% |
| ALB Albemarle Corporation | 21,708 | $2.93M | $2.58M | - | -$351,452.28 | -11.99% | -1.639% |
| ALL Allstate Corporation | 2,819 | $520,608.74 | $740,156.64 | - | $219,547.9 | 42.17% | 0.0 |
| ALLE Allegion plc | 1,715 | $294,766.7 | $289,131.85 | - | -$5,634.85 | -1.91% | +1.953% |
| AMAT Applied Materials, Inc. | 1,794 | $423,036.93 | $990,377.7 | - | $567,340.77 | 134.11% | +0.993% |
| AMD Advanced Micro Devices, Inc. | 1,327 | $217,052.23 | $688,155.69 | - | $471,103.46 | 217.05% | 0.0 |
| AME Ametek Inc. | 4,937 | $904,160.13 | $1.19M | - | $289,162.19 | 31.98% | -4.857% |
| AMGN Amgen Inc. | 5,266 | $1.46M | $2.05M | - | $589,705.26 | 40.28% | 0.0 |
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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 - $12.85M, Arista Networks, Inc - $5.61M, Rivian Automotive, Inc - $3.88M, Utilities Select Sector SPDR Fund - $3.67M, and Royal Caribbean Group - $3.56M. 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: Boston Scientific Corporation - $3.27M, The Cigna Group - $1.76M, Merck & Co., Inc - $1.43M, Diamondback Energy Inc - $1.38M, and Otis Worldwide Corporation - $1.24M. 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 $42.47M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $17.38M, Alerian MLP ETF - $2.4M, Johnson & Johnson - $1.3M, Chevron Corporation - $1.03M, and Exxon Mobil Corporation - $889,211.08. 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.
