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