Investment company Single Point Partners, LLC (Current Portfolio) buys iShares Core S&P 500 ETF, iShares Core S&P Mid-Cap ETF, iShares Core U.S. Aggregate Bond ETF, iShares Core S&P Small-Cap ETF, Vanguard Mid-Cap ETF, sells AT&T Inc, Exxon Mobil Corp, Danaos Corp, Seritage Growth Properties, 3M Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Single Point Partners, LLC. As of 2021Q4, Single Point Partners, LLC owns 86 stocks with a total value of $373 million. These are the details of the buys and sells.
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New Purchases: IVV, IJH, AGG, IJR, VO, MUB, VB, IWB, SUB, SCZ, ITOT, HYG, IWM, VWO, VEA, VOO, AAPL, VTI, VUG, MSFT, SCHM, LQD, HUBS, BA, GBIL, VSS, VTV, IVW, SCHC, EBC, VYM, IWF, SCHX, PFE, VEU, AMZN, HD, BRK.B, JNJ, PEP, BAC, BRK.A, XMLV, EFA, HON, DHR, PEG, IWD, YUM, EEM, KO, PG, LOW, LLY, IJT, DGRO, QQQ, AEP, IJK, IVE, VXF,
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Added Positions: SPY, SPEM, IXUS, IEFA, FLOT, SDY,
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Reduced Positions: JPM, SRG, GOOGL, MMM, MRK, COST, VZ, V, XLF, GOOG, FB, UNH,
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Sold Out: T, XOM, DAC,
For the details of Single Point Partners, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/single+point+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Single Point Partners, LLC
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iShares Core S&P 500 ETF (IVV) - 235,919 shares, 30.14% of the total portfolio. New Position
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iShares Core S&P Mid-Cap ETF (IJH) - 130,956 shares, 9.93% of the total portfolio. New Position
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iShares Core U.S. Aggregate Bond ETF (AGG) - 232,993 shares, 7.12% of the total portfolio. New Position
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iShares Core S&P Small-Cap ETF (IJR) - 225,717 shares, 6.92% of the total portfolio. New Position
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Vanguard Mid-Cap ETF (VO) - 67,044 shares, 4.58% of the total portfolio. New Position
New Purchase: iShares Core S&P 500 ETF (IVV)
Single Point Partners, LLC initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $433.160000. The impact to a portfolio due to this purchase was 30.14%. The holding were 235,919 shares as of 2021-12-31.
New Purchase: iShares Core S&P Mid-Cap ETF (IJH)
Single Point Partners, LLC initiated holding in iShares Core S&P Mid-Cap ETF. The purchase prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $251.960000. The impact to a portfolio due to this purchase was 9.93%. The holding were 130,956 shares as of 2021-12-31.
New Purchase: iShares Core U.S. Aggregate Bond ETF (AGG)
Single Point Partners, LLC initiated holding in iShares Core U.S. Aggregate Bond ETF. The purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now traded at around $111.730000. The impact to a portfolio due to this purchase was 7.12%. The holding were 232,993 shares as of 2021-12-31.
New Purchase: iShares Core S&P Small-Cap ETF (IJR)
Single Point Partners, LLC initiated holding in iShares Core S&P Small-Cap ETF. The purchase prices were between $107.97 and $119.54, with an estimated average price of $113.43. The stock is now traded at around $102.320000. The impact to a portfolio due to this purchase was 6.92%. The holding were 225,717 shares as of 2021-12-31.
New Purchase: Vanguard Mid-Cap ETF (VO)
Single Point Partners, LLC initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $236.12 and $260.25, with an estimated average price of $250.07. The stock is now traded at around $223.940000. The impact to a portfolio due to this purchase was 4.58%. The holding were 67,044 shares as of 2021-12-31.
New Purchase: iShares National Muni Bond ETF (MUB)
Single Point Partners, LLC initiated holding in iShares National Muni Bond ETF. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $113.830000. The impact to a portfolio due to this purchase was 3.8%. The holding were 121,998 shares as of 2021-12-31.
Added: S&P 500 ETF TRUST ETF (SPY)
Single Point Partners, LLC added to a holding in S&P 500 ETF TRUST ETF by 591.22%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $431.240000. The impact to a portfolio due to this purchase was 1.28%. The holding were 81,129 shares as of 2021-12-31.
Added: SPDR Portfolio Emerging Markets ETF (SPEM)
Single Point Partners, LLC added to a holding in SPDR Portfolio Emerging Markets ETF by 288.46%. The purchase prices were between $40.07 and $43.49, with an estimated average price of $41.91. The stock is now traded at around $40.390000. The impact to a portfolio due to this purchase was 0.89%. The holding were 108,389 shares as of 2021-12-31.
Added: iShares Core MSCI Total International Stock ETF (IXUS)
Single Point Partners, LLC added to a holding in iShares Core MSCI Total International Stock ETF by 146.48%. The purchase prices were between $68.21 and $72.74, with an estimated average price of $70.81. The stock is now traded at around $67.170000. The impact to a portfolio due to this purchase was 0.24%. The holding were 47,649 shares as of 2021-12-31.
Added: SPDR Dividend ETF (SDY)
Single Point Partners, LLC added to a holding in SPDR Dividend ETF by 379.59%. The purchase prices were between $118.24 and $129.12, with an estimated average price of $123.75. The stock is now traded at around $123.770000. The impact to a portfolio due to this purchase was 0.13%. The holding were 26,838 shares as of 2021-12-31.
Sold Out: AT&T Inc (T)
Single Point Partners, LLC sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.
Sold Out: Exxon Mobil Corp (XOM)
Single Point Partners, LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $59.16 and $66.36, with an estimated average price of $62.52.
Sold Out: Danaos Corp (DAC)
Single Point Partners, LLC sold out a holding in Danaos Corp. The sale prices were between $65.69 and $77.63, with an estimated average price of $72.
Here is the complete portfolio of Single Point Partners, LLC. Also check out:
1. Single Point Partners, LLC's Undervalued Stocks
2. Single Point Partners, LLC's Top Growth Companies, and
3. Single Point Partners, LLC's High Yield stocks
4. Stocks that Single Point Partners, LLC keeps buyingThis article first appeared on GuruFocus.
