0001759476-22-000001.txt : 20220214
0001759476-22-000001.hdr.sgml : 20220214
20220214124905
ACCESSION NUMBER: 0001759476-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
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: 22628326
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
12-31-2021
12-31-2021
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
X1
02-14-2022
0
79
246361
false
INFORMATION TABLE
2
shorepoint13f-2021q4.xml
ABBOTT LABS
COM
002824100
1788
12706
SH
SOLE
0
0
12706
ABBVIE INC
COM
00287Y109
7555
55795
SH
SOLE
0
0
55795
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1228
2166
SH
SOLE
0
0
2166
AES CORP
COM
00130H105
3297
135687
SH
SOLE
0
0
135687
ALLSPRING INCOME OPPORTUNIT
INC OPPTY FD
94987B105
247
27000
SH
SOLE
0
0
27000
ALPHABET INC
CAP STK CL A
02079K305
1919
662
SH
SOLE
0
0
662
AMAZON COM INC
COM
023135106
1528
458
SH
SOLE
0
0
458
AMERICAN TOWER CORP NEW
COM
03027X100
1030
3520
SH
SOLE
0
0
3520
APPLE INC
COM
037833100
6916
38947
SH
SOLE
0
0
38947
AUTODESK INC
COM
052769106
825
2935
SH
SOLE
0
0
2935
BCE INC
COM NEW
05534B760
2687
51639
SH
SOLE
0
0
51639
BK OF AMERICA CORP
COM
060505104
2117
47586
SH
SOLE
0
0
47586
BRISTOL-MYERS SQUIBB CO
COM
110122108
5441
87267
SH
SOLE
0
0
87267
BROADCOM INC
COM
11135F101
7052
10598
SH
SOLE
0
0
10598
CHEVRON CORP NEW
COM
166764100
3087
26310
SH
SOLE
0
0
26310
CHUBB LIMITED
COM
H1467J104
1507
7794
SH
SOLE
0
0
7794
CISCO SYS INC
COM
17275R102
4554
71865
SH
SOLE
0
0
71865
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
1671
18832
SH
SOLE
0
0
18832
COINBASE GLOBAL INC
COM CL A
19260Q107
421
1667
SH
SOLE
0
0
1667
COMCAST CORP NEW
CL A
20030N101
3801
75518
SH
SOLE
0
0
75518
CVS HEALTH CORP
COM
126650100
7667
74326
SH
SOLE
0
0
74326
DIGITAL RLTY TR INC
COM
253868103
2698
15254
SH
SOLE
0
0
15254
DISCOVERY INC
COM SER C
25470F302
785
34277
SH
SOLE
0
0
34277
DOMINION ENERGY INC
COM
25746U109
3090
39328
SH
SOLE
0
0
39328
EASTERN BANKSHARES INC
COM
27627N105
222
11000
SH
SOLE
0
0
11000
EATON CORP PLC
SHS
G29183103
3934
22762
SH
SOLE
0
0
22762
EQUINIX INC
COM
29444U700
982
1161
SH
SOLE
0
0
1161
FISERV INC
COM
337738108
965
9302
SH
SOLE
0
0
9302
FRANKLIN BSP RLTY TR INC
COMMON STOCK
35243J101
224
14961
SH
SOLE
0
0
14961
HONEYWELL INTL INC
COM
438516106
1177
5644
SH
SOLE
0
0
5644
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
312
975
SH
SOLE
0
0
975
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
8140
159416
SH
SOLE
0
0
159416
JOHNSON & JOHNSON
COM
478160104
5944
34745
SH
SOLE
0
0
34745
JPMORGAN CHASE & CO
COM
46625H100
6126
38685
SH
SOLE
0
0
38685
KINDER MORGAN INC DEL
COM
49456B101
2127
134088
SH
SOLE
0
0
134088
KRAFT HEINZ CO
COM
500754106
2891
80539
SH
SOLE
0
0
80539
L3HARRIS TECHNOLOGIES INC
COM
502431109
1099
5156
SH
SOLE
0
0
5156
LOWES COS INC
COM
548661107
5327
20610
SH
SOLE
0
0
20610
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
2880
31228
SH
SOLE
0
0
31228
MCDONALDS CORP
COM
580135101
3717
13867
SH
SOLE
0
0
13867
MEDTRONIC PLC
SHS
G5960L103
3390
32770
SH
SOLE
0
0
32770
MERCK & CO INC
COM
58933Y105
4356
56835
SH
SOLE
0
0
56835
MICROSOFT CORP
COM
594918104
3291
9786
SH
SOLE
0
0
9786
MONDELEZ INTL INC
CL A
609207105
357
5380
SH
SOLE
0
0
5380
NORFOLK SOUTHN CORP
COM
655844108
476
1600
SH
SOLE
0
0
1600
PEPSICO INC
COM
713448108
5227
30088
SH
SOLE
0
0
30088
PHILLIPS 66
COM
718546104
2795
38575
SH
SOLE
0
0
38575
PIMCO STRATEGIC INCOME FD
COM
72200X104
210
31000
SH
SOLE
0
0
31000
PNC FINL SVCS GROUP INC
COM
693475105
5333
26595
SH
SOLE
0
0
26595
QUALCOMM INC
COM
747525103
5585
30541
SH
SOLE
0
0
30541
SALESFORCE COM INC
COM
79466L302
1080
4250
SH
SOLE
0
0
4250
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1286
11383
SH
SOLE
0
0
11383
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
8654
52850
SH
SOLE
0
0
52850
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
13529
167377
SH
SOLE
0
0
167377
SHERWIN WILLIAMS CO
COM
824348106
731
2076
SH
SOLE
0
0
2076
SMUCKER J M CO
COM NEW
832696405
4313
31755
SH
SOLE
0
0
31755
SOUTHERN CO
COM
842587107
293
4275
SH
SOLE
0
0
4275
STRYKER CORPORATION
COM
863667101
1211
4530
SH
SOLE
0
0
4530
TARGET CORP
COM
87612E106
3279
14168
SH
SOLE
0
0
14168
TESLA INC
COM
88160R101
207
196
SH
SOLE
0
0
196
THERMO FISHER SCIENTIFIC INC
COM
883556102
2081
3119
SH
SOLE
0
0
3119
TJX COS INC NEW
COM
872540109
1079
14214
SH
SOLE
0
0
14214
TRANE TECHNOLOGIES PLC
SHS
G8994E103
4445
22002
SH
SOLE
0
0
22002
TRAVELERS COMPANIES INC
COM
89417E109
4185
26756
SH
SOLE
0
0
26756
TRUIST FINL CORP
COM
89832Q109
2439
41661
SH
SOLE
0
0
41661
UNION PAC CORP
COM
907818108
4115
16334
SH
SOLE
0
0
16334
UNITED PARCEL SERVICE INC
CL B
911312106
3221
15028
SH
SOLE
0
0
15028
US BANCORP DEL
COM NEW
902973304
3676
65440
SH
SOLE
0
0
65440
V F CORP
COM
918204108
3785
51693
SH
SOLE
0
0
51693
VANGUARD INDEX FDS
GROWTH ETF
922908736
263
821
SH
SOLE
0
0
821
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
247
1117
SH
SOLE
0
0
1117
VANGUARD INDEX FDS
MID CAP ETF
922908629
4542
17826
SH
SOLE
0
0
17826
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6489
28711
SH
SOLE
0
0
28711
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
11138
216689
SH
SOLE
0
0
216689
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
259
1508
SH
SOLE
0
0
1508
VENTAS INC
COM
92276F100
3068
60019
SH
SOLE
0
0
60019
VERIZON COMMUNICATIONS INC
COM
92343V104
3606
69399
SH
SOLE
0
0
69399
VISA INC
COM CL A
92826C839
1611
7433
SH
SOLE
0
0
7433
ZOETIS INC
CL A
98978V103
1531
6273
SH
SOLE
0
0
6273