StockDriftsStockDriftsTop 50 Shorepoint Capital Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 6.8% | 738.8K | $34.2M | +3.69%(+26.30K) | $45.39(+2.21%) | 2025-09-30 | |
| AVGO | BROADCOM INC | 6.04% | 92.0K | $30.3M | -14.58%(-15.70K) | $40.12(+777.75%) | 2025-09-30 | |
| EVLN | MORGAN STANLEY ETF TRUST | 3.98% | 403.3K | $20.0M | +17.67%(+60.55K) | $50.39(-1.79%) | 2025-09-30 | |
| AEM | AGNICO EAGLE MINES LTD | 3.29% | 98.1K | $16.5M | -6.42%(-6.73K) | $50.28(+264.35%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 3.25% | 31.6K | $16.4M | -2.00%(-644) | $226.83(+115.01%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 3.03% | 48.3K | $15.3M | -5.77%(-2.96K) | $118.82(+175.98%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.62% | 482.6K | $13.2M | -1.58%(-7.77K) | $18.10(+52.72%) | 2025-09-30 | |
| TRV | TRAVELERS COMPANIES INC | 2.2% | 39.6K | $11.1M | -2.99%(-1.22K) | $147.69(+97.80%) | 2025-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.18% | 343.1K | $10.9M | +4.16%(+13.71K) | $11.30(+192.80%) | 2025-09-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 2.11% | 223.0K | $10.6M | -0.47%(-1.06K) | $46.45(+2.71%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.73% | +49.44% |
| Top 20 Holdings Unweighted | +15.69% | +49.29% |
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