Stablepoint Partners, LLC
261 holdingsFiling period: 2026-03-31Current AUM: $726.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 73.4K | $18.6M | $22.7M | 3.12% | -1,353 | 2026-03-31 |
| 2 | FTSM | FIRST TR EXCHANGE-TRADED FD | 219.6K | $13.1M | $13.1M | 1.81% | +1.4K | 2026-03-31 |
| 3 | NEE | NEXTERA ENERGY INC | 130.6K | $12.1M | $11.4M | 1.56% | -1,677 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO | 39.1K | $11.5M | $13.8M | 1.90% | +545 | 2026-03-31 |
| 5 | AVGO | BROADCOM INC | 35.4K | $11.0M | $13.8M | 1.90% | -1,003 | 2026-03-31 |
| 6 | AMGN | AMGEN INC | 31.0K | $10.9M | $11.9M | 1.64% | -331 | 2026-03-31 |
| 7 | SRLN | SSGA ACTIVE ETF TR | 266.8K | $10.7M | $10.8M | 1.48% | -20,268 | 2026-03-31 |
| 8 | IAU | ISHARES GOLD TR | 117.8K | $10.4M | $9.0M | 1.24% | -25,368 | 2026-03-31 |
| 9 | PFF | ISHARES TR | 339.8K | $10.3M | $10.4M | 1.43% | +71.1K | 2026-03-31 |
| 10 | TIP | ISHARES TR | 88.2K | $9.7M | $9.5M | 1.31% | +15.7K | 2026-03-31 |
| 11 | CVX | CHEVRON CORPORATION | 44.7K | $9.2M | $8.8M | 1.21% | +423 | 2026-03-31 |
| 12 | KO | COCA COLA CO | 121.5K | $9.2M | $10.6M | 1.47% | +4.8K | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 43.5K | $9.1M | $11.8M | 1.63% | +306 | 2026-03-31 |
| 14 | PSX | PHILLIPS 66 | 48.6K | $8.9M | $10.3M | 1.42% | +226 | 2026-03-31 |
| 15 | ULST | SSGA ACTIVE ETF TR | 215.7K | $8.7M | $8.7M | 1.20% | -- | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 23.0K | $8.5M | $10.7M | 1.47% | +847 | 2026-03-31 |
| 17 | TOTL | SSGA ACTIVE ETF TR | 211.6K | $8.4M | $8.2M | 1.13% | -- | 2026-03-31 |
| 18 | LMT | LOCKHEED MARTIN CORP | 13.8K | $8.4M | $8.1M | 1.11% | -1,220 | 2026-03-31 |
| 19 | VWOB | VANGUARD WHITEHALL FDS | 127.3K | $8.4M | $8.4M | 1.15% | +68.6K | 2026-03-31 |
| 20 | T | AT&T INC | 277.2K | $8.0M | $6.4M | 0.89% | +45.4K | 2026-03-31 |
| 21 | MRK | MERCK & CO INC | 66.7K | $8.0M | $8.7M | 1.20% | -4,768 | 2026-03-31 |
| 22 | WMT | WALMART INC | 63.4K | $7.9M | $7.1M | 0.97% | -4,355 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 26.9K | $7.7M | $9.6M | 1.32% | -2,042 | 2026-03-31 |
| 24 | VZ | VERIZON COMMUNICATIONS INC | 154.1K | $7.7M | $7.2M | 0.99% | +23.6K | 2026-03-31 |
| 25 | PEP | PEPSICO INC | 48.2K | $7.5M | $6.7M | 0.93% | +2.1K | 2026-03-31 |
← Scroll →
Page 1 of 11