0001759476-21-000003.txt : 20211105
0001759476-21-000003.hdr.sgml : 20211105
20211105101919
ACCESSION NUMBER: 0001759476-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211105
DATE AS OF CHANGE: 20211105
EFFECTIVENESS DATE: 20211105
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: 211382939
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
09-30-2021
09-30-2021
Shorepoint Capital Partners LLC
220 NORWOOD PARK SOUTH
NORWOOD
MA
02062
13F HOLDINGS REPORT
028-19466
N
Kevin Raposo
Research Analyst
7813417250
Kevin Francis Raposo
Norwood
MA
11-05-2021
0
78
222522
false
INFORMATION TABLE
2
shorepoint13f-2021q3.xml
ABBOTT LABS
COM
002824100
1498
12682
SH
SOLE
0
0
12682
ABBVIE INC
COM
00287Y109
5966
55310
SH
SOLE
0
0
55310
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1234
2144
SH
SOLE
0
0
2144
AES CORP
COM
00130H105
3051
133627
SH
SOLE
0
0
133627
ALPHABET INC
CAP STK CL A
02079K305
1840
688
SH
SOLE
0
0
688
AMAZON COM INC
COM
023135106
1453
442
SH
SOLE
0
0
442
AMERICAN TOWER CORP NEW
COM
03027X100
916
3450
SH
SOLE
0
0
3450
APPLE INC
COM
037833100
5872
41501
SH
SOLE
0
0
41501
AUTODESK INC
COM
052769106
820
2876
SH
SOLE
0
0
2876
BCE INC
COM NEW
05534B760
2504
50019
SH
SOLE
0
0
50019
BK OF AMERICA CORP
COM
060505104
2042
48094
SH
SOLE
0
0
48094
BRISTOL-MYERS SQUIBB CO
COM
110122108
4974
84059
SH
SOLE
0
0
84059
BROADCOM INC
COM
11135F101
5696
11745
SH
SOLE
0
0
11745
CHEVRON CORP NEW
COM
166764100
2655
26169
SH
SOLE
0
0
26169
CHUBB LIMITED
COM
H1467J104
1389
8005
SH
SOLE
0
0
8005
CISCO SYS INC
COM
17275R102
3967
72881
SH
SOLE
0
0
72881
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
1377
18552
SH
SOLE
0
0
18552
COINBASE GLOBAL INC
COM CL A
19260Q107
380
1671
SH
SOLE
0
0
1671
COMCAST CORP NEW
CL A
20030N101
4101
73325
SH
SOLE
0
0
73325
CVS HEALTH CORP
COM
126650100
6655
78418
SH
SOLE
0
0
78418
DIGITAL RLTY TR INC
COM
253868103
2258
15631
SH
SOLE
0
0
15631
DISCOVERY INC
COM SER C
25470F302
775
31936
SH
SOLE
0
0
31936
DOMINION ENERGY INC
COM
25746U109
2698
36943
SH
SOLE
0
0
36943
EASTERN BANKSHARES INC
COM
27627N105
223
11000
SH
SOLE
0
0
11000
EATON CORP PLC
SHS
G29183103
3695
24748
SH
SOLE
0
0
24748
EATON VANCE SR FLTNG RTE TR
COM
27828Q105
307
21000
SH
SOLE
0
0
21000
EQUINIX INC
COM
29444U700
908
1149
SH
SOLE
0
0
1149
FISERV INC
COM
337738108
969
8931
SH
SOLE
0
0
8931
HONEYWELL INTL INC
COM
438516106
1162
5476
SH
SOLE
0
0
5476
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
291
975
SH
SOLE
0
0
975
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
7142
139841
SH
SOLE
0
0
139841
JOHNSON & JOHNSON
COM
478160104
5765
35698
SH
SOLE
0
0
35698
JPMORGAN CHASE & CO
COM
46625H100
6215
37970
SH
SOLE
0
0
37970
KINDER MORGAN INC DEL
COM
49456B101
2170
129681
SH
SOLE
0
0
129681
KRAFT HEINZ CO
COM
500754106
2903
78847
SH
SOLE
0
0
78847
L3HARRIS TECHNOLOGIES INC
COM
502431109
1068
4849
SH
SOLE
0
0
4849
LOCKHEED MARTIN CORP
COM
539830109
1885
5462
SH
SOLE
0
0
5462
LOWES COS INC
COM
548661107
4514
22253
SH
SOLE
0
0
22253
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
2629
28015
SH
SOLE
0
0
28015
MCDONALDS CORP
COM
580135101
3431
14230
SH
SOLE
0
0
14230
MEDTRONIC PLC
SHS
G5960L103
4060
32386
SH
SOLE
0
0
32386
MERCK & CO INC
COM
58933Y105
4216
56125
SH
SOLE
0
0
56125
MICROSOFT CORP
COM
594918104
3004
10655
SH
SOLE
0
0
10655
MONDELEZ INTL INC
CL A
609207105
313
5380
SH
SOLE
0
0
5380
NORFOLK SOUTHN CORP
COM
655844108
385
1610
SH
SOLE
0
0
1610
PEPSICO INC
COM
713448108
4471
29726
SH
SOLE
0
0
29726
PHILLIPS 66
COM
718546104
2474
35322
SH
SOLE
0
0
35322
PIMCO STRATEGIC INCOME FD
COM
72200X104
275
39000
SH
SOLE
0
0
39000
PNC FINL SVCS GROUP INC
COM
693475105
5219
26679
SH
SOLE
0
0
26679
QUALCOMM INC
COM
747525103
4309
33411
SH
SOLE
0
0
33411
SALESFORCE COM INC
COM
79466L302
1125
4147
SH
SOLE
0
0
4147
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1165
11218
SH
SOLE
0
0
11218
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
8471
57203
SH
SOLE
0
0
57203
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
12702
171090
SH
SOLE
0
0
171090
SHERWIN WILLIAMS CO
COM
824348106
617
2207
SH
SOLE
0
0
2207
SMUCKER J M CO
COM NEW
832696405
3756
31289
SH
SOLE
0
0
31289
SOUTHERN CO
COM
842587107
265
4275
SH
SOLE
0
0
4275
STRYKER CORPORATION
COM
863667101
1161
4404
SH
SOLE
0
0
4404
TARGET CORP
COM
87612E106
3273
14308
SH
SOLE
0
0
14308
THERMO FISHER SCIENTIFIC INC
COM
883556102
2019
3533
SH
SOLE
0
0
3533
TJX COS INC NEW
COM
872540109
910
13795
SH
SOLE
0
0
13795
TRANE TECHNOLOGIES PLC
SHS
G8994E103
3964
22963
SH
SOLE
0
0
22963
TRAVELERS COMPANIES INC
COM
89417E109
3962
26066
SH
SOLE
0
0
26066
UNION PAC CORP
COM
907818108
3184
16243
SH
SOLE
0
0
16243
UNITED PARCEL SERVICE INC
CL B
911312106
2719
14929
SH
SOLE
0
0
14929
US BANCORP DEL
COM NEW
902973304
3885
65353
SH
SOLE
0
0
65353
V F CORP
COM
918204108
3336
49793
SH
SOLE
0
0
49793
VANGUARD INDEX FDS
GROWTH ETF
922908736
244
842
SH
SOLE
0
0
842
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
229
1139
SH
SOLE
0
0
1139
VANGUARD INDEX FDS
MID CAP ETF
922908629
4446
18779
SH
SOLE
0
0
18779
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6122
27995
SH
SOLE
0
0
27995
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
6891
131061
SH
SOLE
0
0
131061
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
231
1506
SH
SOLE
0
0
1506
VENTAS INC
COM
92276F100
3142
56914
SH
SOLE
0
0
56914
VERIZON COMMUNICATIONS INC
COM
92343V104
3444
63775
SH
SOLE
0
0
63775
VISA INC
COM CL A
92826C839
1638
7356
SH
SOLE
0
0
7356
WELLS FARGO ADVANTAGE INCOME
WF INC OPPTY FD
94987B105
290
33000
SH
SOLE
0
0
33000
ZOETIS INC
CL A
98978V103
1207
6219
SH
SOLE
0
0
6219