0001759476-20-000005.txt : 20201116 0001759476-20-000005.hdr.sgml : 20201116 20201116100518 ACCESSION NUMBER: 0001759476-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shorepoint Capital Partners LLC CENTRAL INDEX KEY: 0001759476 IRS NUMBER: 271108488 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19466 FILM NUMBER: 201314324 BUSINESS ADDRESS: STREET 1: 220 NORWOOD PARK SOUTH CITY: NORWOOD STATE: MA ZIP: 02062 BUSINESS PHONE: 7813417250 MAIL ADDRESS: STREET 1: 220 NORWOOD PARK SOUTH CITY: NORWOOD STATE: MA ZIP: 02062 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001759476 XXXXXXXX 09-30-2020 09-30-2020 Shorepoint Capital Partners LLC

220 NORWOOD PARK SOUTH NORWOOD MA 02062

13F HOLDINGS REPORT 028-19466 N Kevin Raposo 508 335 8556 Kevin Francis Raposo Norwood MA 11-16-2020 0 76 161059 false INFORMATION TABLE 2 shorepoint13f-2020q3.xml ABBOTT LABS COM 002824100 2970 27290 SH SOLE 0 0 27290 ABBVIE INC COM 00287Y109 6677 76225 SH SOLE 0 0 76225 ADOBE INC COM 00724F101 1035 2111 SH SOLE 0 0 2111 AES CORP COM 00130H105 2488 137389 SH SOLE 0 0 137389 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 961 3270 SH SOLE 0 0 3270 ALPHABET INC CAP STK CL A 02079K305 1337 912 SH SOLE 0 0 912 AMAZON COM INC COM 023135106 1270 403 SH SOLE 0 0 403 APPLE INC COM 037833100 5533 47779 SH SOLE 0 0 47779 AUTODESK INC COM 052769106 644 2789 SH SOLE 0 0 2789 BCE INC COM NEW 05534B760 1686 40666 SH SOLE 0 0 40666 BIOGEN INC COM 09062X103 607 2141 SH SOLE 0 0 2141 BK OF AMERICA CORP COM 060505104 1330 55207 SH SOLE 0 0 55207 BRISTOL-MYERS SQUIBB CO COM 110122108 3765 62448 SH SOLE 0 0 62448 BROADCOM INC COM 11135F101 4026 11052 SH SOLE 0 0 11052 CHEVRON CORP NEW COM 166764100 1637 22734 SH SOLE 0 0 22734 CHUBB LIMITED COM H1467J104 809 6965 SH SOLE 0 0 6965 CISCO SYS INC COM 17275R102 2584 65589 SH SOLE 0 0 65589 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1227 17678 SH SOLE 0 0 17678 COHEN & STEERS SELECT PFD & COM 19248Y107 228 8600 SH SOLE 0 0 8600 COMCAST CORP NEW CL A 20030N101 3122 67483 SH SOLE 0 0 67483 CVS HEALTH CORP COM 126650100 4104 70270 SH SOLE 0 0 70270 DIGITAL RLTY TR INC COM 253868103 1955 13320 SH SOLE 0 0 13320 DISCOVERY INC COM SER C 25470F302 616 31423 SH SOLE 0 0 31423 DOMINION ENERGY INC COM 25746U109 2373 30070 SH SOLE 0 0 30070 EATON CORP PLC SHS G29183103 2519 24690 SH SOLE 0 0 24690 EATON VANCE SR FLTNG RTE TR COM 27828Q105 233 20000 SH SOLE 0 0 20000 EQUINIX INC COM 29444U700 575 757 SH SOLE 0 0 757 FISERV INC COM 337738108 767 7439 SH SOLE 0 0 7439 HONEYWELL INTL INC COM 438516106 568 3453 SH SOLE 0 0 3453 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 230 975 SH SOLE 0 0 975 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 722 14150 SH SOLE 0 0 14150 JOHNSON & JOHNSON COM 478160104 4628 31086 SH SOLE 0 0 31086 JPMORGAN CHASE & CO COM 46625H100 3984 41388 SH SOLE 0 0 41388 KIMBERLY CLARK CORP COM 494368103 280 1895 SH SOLE 0 0 1895 KINDER MORGAN INC DEL COM 49456B101 1132 91829 SH SOLE 0 0 91829 KRAFT HEINZ CO COM 500754106 1677 55994 SH SOLE 0 0 55994 L3HARRIS TECHNOLOGIES INC COM 502431109 690 4064 SH SOLE 0 0 4064 LOCKHEED MARTIN CORP COM 539830109 1443 3764 SH SOLE 0 0 3764 LOWES COS INC COM 548661107 4065 24510 SH SOLE 0 0 24510 MCDONALDS CORP COM 580135101 2930 13347 SH SOLE 0 0 13347 MEDTRONIC PLC SHS G5960L103 2578 24804 SH SOLE 0 0 24804 MERCK & CO. INC COM 58933Y105 2934 35374 SH SOLE 0 0 35374 MICROSOFT CORP COM 594918104 2640 12551 SH SOLE 0 0 12551 MONDELEZ INTL INC CL A 609207105 309 5380 SH SOLE 0 0 5380 NORFOLK SOUTHERN CORP COM 655844108 353 1650 SH SOLE 0 0 1650 PEPSICO INC COM 713448108 3284 23695 SH SOLE 0 0 23695 PFIZER INC COM 717081103 738 20108 SH SOLE 0 0 20108 PHILLIPS 66 COM 718546104 1836 35411 SH SOLE 0 0 35411 PIMCO STRATEGIC INCOME FD COM 72200X104 514 80000 SH SOLE 0 0 80000 PNC FINL SVCS GROUP INC COM 693475105 3422 31130 SH SOLE 0 0 31130 PROCTER AND GAMBLE CO COM 742718109 202 1450 SH SOLE 0 0 1450 QUALCOMM INC COM 747525103 4681 39776 SH SOLE 0 0 39776 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2618 45499 SH SOLE 0 0 45499 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 900 11301 SH SOLE 0 0 11301 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6883 59766 SH SOLE 0 0 59766 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9162 165680 SH SOLE 0 0 165680 SMUCKER J M CO COM NEW 832696405 2908 25176 SH SOLE 0 0 25176 SOUTHERN CO COM 842587107 240 4425 SH SOLE 0 0 4425 STRYKER CORPORATION COM 863667101 942 4520 SH SOLE 0 0 4520 TARGET CORP COM 87612E106 2322 14749 SH SOLE 0 0 14749 THERMO FISHER SCIENTIFIC INC COM 883556102 1796 4068 SH SOLE 0 0 4068 TJX COS INC NEW COM 872540109 761 13681 SH SOLE 0 0 13681 TRANE TECHNOLOGIES PLC SHS G8994E103 2903 23940 SH SOLE 0 0 23940 TRAVELERS COMPANIES INC COM 89417E109 2486 22979 SH SOLE 0 0 22979 UNION PAC CORP COM 907818108 2606 13235 SH SOLE 0 0 13235 US BANCORP DEL COM NEW 902973304 2404 67062 SH SOLE 0 0 67062 V F CORP COM 918204108 3221 45844 SH SOLE 0 0 45844 VANGUARD INDEX FDS MID CAP ETF 922908629 3175 18012 SH SOLE 0 0 18012 VANGUARD INDEX FDS SMALL CP ETF 922908751 4175 27145 SH SOLE 0 0 27145 VENTAS INC COM 92276F100 1819 43342 SH SOLE 0 0 43342 VERIZON COMMUNICATIONS INC COM 92343V104 3024 50831 SH SOLE 0 0 50831 VISA INC COM CL A 92826C839 1392 6963 SH SOLE 0 0 6963 WASTE MGMT INC DEL COM 94106L109 591 5222 SH SOLE 0 0 5222 WEC ENERGY GROUP INC COM 92939U106 433 4465 SH SOLE 0 0 4465 WELLS FARGO INCOME OPPORTUNI WF INC OPPTY FD 94987B105 511 70000 SH SOLE 0 0 70000 ZOETIS INC CL A 98978V103 869 5254 SH SOLE 0 0 5254