Stablepoint Partners, LLC
261 holdingsFiling period: 2026-06-30Current AUM: $748.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 72.7K | $21.0M | $25.0M | 3.34% | -644 | 2026-06-30 |
| 2 | AVGO | Broadcom Inc | 35.1K | $13.2M | $12.3M | 1.65% | -341 | 2026-06-30 |
| 3 | JPM | JPMorgan Chase & Co | 39.2K | $12.8M | $13.3M | 1.78% | +25 | 2026-06-30 |
| 4 | FTSM | First TR Exchange-Traded FD | 213.6K | $12.8M | $12.8M | 1.71% | -5,942 | 2026-06-30 |
| 5 | NEE | Nextera Energy Inc | 130.4K | $11.4M | $10.6M | 1.41% | -189 | 2026-06-30 |
| 6 | AMGN | Amgen Inc | 31.1K | $11.3M | $14.1M | 1.88% | +176 | 2026-06-30 |
| 7 | SRLN | Ssga Active ETF TR | 269.9K | $10.9M | $10.8M | 1.45% | +3.1K | 2026-06-30 |
| 8 | PFF | iShares TR | 346.8K | $10.6M | $10.0M | 1.33% | +7.0K | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 43.4K | $10.3M | $11.0M | 1.48% | -74 | 2026-06-30 |
| 10 | CSCO | Cisco Sys Inc | 84.7K | $9.9M | $9.3M | 1.25% | -197 | 2026-06-30 |
| 11 | KO | Coca Cola Co | 121.8K | $9.9M | $11.2M | 1.49% | +329 | 2026-06-30 |
| 12 | — | Seagate Technology Hldngs PL | 10.1K | $9.8M | $9.8M | 1.31% | -166 | 2026-06-30 |
| 13 | TIP | iShares TR | 88.5K | $9.7M | $9.4M | 1.26% | +273 | 2026-06-30 |
| 14 | GOOGL | Alphabet Inc | 25.7K | $9.2M | $8.3M | 1.11% | -1,271 | 2026-06-30 |
| 15 | CVS | Cvs Health Corp | 88.4K | $9.1M | $7.9M | 1.06% | +190 | 2026-06-30 |
| 16 | IAU | iShares Gold TR | 120.0K | $9.1M | $9.2M | 1.23% | +2.2K | 2026-06-30 |
| 17 | ULST | Ssga Active ETF TR | 220.8K | $8.9M | $8.9M | 1.19% | +5.1K | 2026-06-30 |
| 18 | VWOB | Vanguard Whitehall Fds | 132.1K | $8.9M | $8.4M | 1.13% | +4.9K | 2026-06-30 |
| 19 | TOTL | Ssga Active ETF TR | 219.8K | $8.7M | $8.3M | 1.11% | +8.2K | 2026-06-30 |
| 20 | MRK | Merck & Co Inc | 67.2K | $8.6M | $9.5M | 1.27% | +537 | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 22.9K | $8.5M | $12.1M | 1.62% | -130 | 2026-06-30 |
| 22 | PSX | Phillips 66 | 48.7K | $8.2M | $13.3M | 1.78% | +47 | 2026-06-30 |
| 23 | QCOM | Qualcomm Inc | 42.7K | $7.9M | $7.8M | 1.04% | +190 | 2026-06-30 |
| 24 | JNJ | Johnson & Johnson | 29.9K | $7.6M | $8.1M | 1.08% | +193 | 2026-06-30 |
| 25 | CVX | Chevron Corporation | 45.0K | $7.5M | $10.3M | 1.38% | +364 | 2026-06-30 |
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