HoldingsChannel.com
Shorepoint Capital Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 168,296 +40,609 $7,570
     SCHD168,296+40,609$7,570
ABBVIE INC 90,147 -4,897 $6,868
     ABBV90,147-4,897$6,868
SCHWAB STRATEGIC TR 67,246 +15,116 $5,356
     SCHG67,246+15,116$5,356
CVS HEALTH CORP 69,932 -2,926 $4,149
     CVS69,932-2,926$4,149
JOHNSON & JOHNSON 30,788 -2,272 $4,037
     JNJ30,788-2,272$4,037
APPLE INC 15,614 -1,835 $3,970
     AAPL15,614-1,835$3,970
JPMORGAN CHASE & CO 36,350 +917 $3,273
     JPM36,350+917$3,273
VANGUARD INDEX FDS (VB) 25,733 +25,733 $2,971
     VB25,733+25,733$2,971
PEPSICO INC 23,791 +907 $2,857
     PEP23,791+907$2,857
ABBOTT LABS 35,754 +293 $2,821
     ABT35,754+293$2,821
QUALCOMM INC 41,497 -1,799 $2,807
     QCOM41,497-1,799$2,807
VERIZON COMMUNICATIONS INC 49,045 +2,429 $2,635
     VZ49,045+2,429$2,635
BROADCOM INC 10,990 +138 $2,606
     AVGO10,990+138$2,606
MERCK & CO. INC 32,449 -27 $2,497
     MRK32,449-27$2,497
PNC FINL SVCS GROUP INC 25,591 +25,591 $2,450
     PNC25,591+25,591$2,450
V F CORP 44,519 +1,211 $2,408
     VFC44,519+1,211$2,408
VANGUARD INDEX FDS (VO) 17,475 +17,475 $2,301
     VO17,475+17,475$2,301
MCDONALDS CORP 13,873 +318 $2,294
     MCD13,873+318$2,294
MICROSOFT CORP 14,258 -1,303 $2,249
     MSFT14,258-1,303$2,249
CARNIVAL CORP 164,713 +88,688 $2,169
     CCL164,713+88,688$2,169
CISCO SYS INC 54,616 +3,194 $2,147
     CSCO54,616+3,194$2,147
COMCAST CORP NEW 61,720 +3,804 $2,122
     CMCSA61,720+3,804$2,122
DOMINION ENERGY INC 29,003 +1,612 $2,094
     D29,003+1,612$2,094
DIGITAL RLTY TR INC 14,861 +772 $2,064
     DLR14,861+772$2,064
NOVARTIS A G 24,891 +129 $2,052
     NVS24,891+129$2,052
SMUCKER J M CO 17,475 +17,475 $1,940
     SJM17,475+17,475$1,940
PHILLIPS 66 35,768 +35,768 $1,919
     PSX35,768+35,768$1,919
EATON CORP PLC 24,640 +712 $1,914
     ETN24,640+712$1,914
BRISTOL MYERS SQUIBB CO 33,610 +33,610 $1,873
     BMY33,610+33,610$1,873
US BANCORP DEL 45,606 +5,613 $1,571
     USB45,606+5,613$1,571
KINDER MORGAN INC DEL 109,069 +14,423 $1,518
     KMI109,069+14,423$1,518
PPL CORP 57,663 -1,516 $1,423
     PPL57,663-1,516$1,423
TRANE TECHNOLOGIES PLC 17,044 +17,044 $1,408
     TT17,044+17,044$1,408
MEDTRONIC PLC 15,214 +708 $1,372
     MDT15,214+708$1,372
KRAFT HEINZ CO 55,275 +6,696 $1,368
     KHC55,275+6,696$1,368
THERMO FISHER SCIENTIFIC INC 4,784 +62 $1,357
     TMO4,784+62$1,357
TRAVELERS COMPANIES INC 12,973 +12,973 $1,289
     TRV12,973+12,973$1,289
ALPHABET INC 1,100 -77 $1,279
     GOOGL1,100-77$1,279
VISA INC 7,533 -95 $1,214
     V7,533-95$1,214
CHEVRON CORP NEW 16,547 +12,914 $1,199
     CVX16,547+12,914$1,199
VENTAS INC 44,128 +1,770 $1,183
     VTR44,128+1,770$1,183
JOHNSON CTLS INTL PLC 43,252 +390 $1,166
     JCI43,252+390$1,166
BK OF AMERICA CORP 53,937 +723 $1,145
     BAC53,937+723$1,145
TAPESTRY INC 79,729 +4,975 $1,032
     TPR79,729+4,975$1,032
AES CORP 75,563 +13,021 $1,028
     AES75,563+13,021$1,028
EATON VANCE FLTING RATE INC 92,500 +75,000 $948
     EFT92,500+75,000$948
LOCKHEED MARTIN CORP 2,719 +64 $921
     LMT2,719+64$921
AMAZON COM INC 459 -4 $895
     AMZN459-4$895
COGNIZANT TECHNOLOGY SOLUTIO 19,107 +570 $888
     CTSH19,107+570$888
BIOGEN INC 2,801 -94 $886
     BIIB2,801-94$886

See Full List: All Stocks Held By Shorepoint Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Shorepoint Capital Partners LLC

Size ($ in 1000's)
At 03/31/2020: $124,668
At 12/31/2019: $174,853

Shorepoint Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shorepoint Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

Shorepoint Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.