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