0001759476-22-000003.txt : 20220815
0001759476-22-000003.hdr.sgml : 20220815
20220815135908
ACCESSION NUMBER: 0001759476-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220815
DATE AS OF CHANGE: 20220815
EFFECTIVENESS DATE: 20220815
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: 221164712
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
06-30-2022
06-30-2022
Shorepoint Capital Partners LLC
220 NORWOOD PARK SOUTH
NORWOOD
MA
02062
13F HOLDINGS REPORT
028-19466
N
Kevin Raposo
Research Analyst
7813417250
Kevin Raposo
Norwood
MA
08-15-2022
0
83
236603
false
INFORMATION TABLE
2
shorepoint13f-2022q2.xml
ABBOTT LABS
COM
002824100
1384
12734
SH
SOLE
0
0
12734
ABBVIE INC
COM
00287Y109
7391
48257
SH
SOLE
0
0
48257
ACTIVISION BLIZZARD INC
COM
00507V109
831
10676
SH
SOLE
0
0
10676
ADOBE SYSTEMS INCORPORATED
COM
00724F101
980
2676
SH
SOLE
0
0
2676
AES CORP
COM
00130H105
2856
135932
SH
SOLE
0
0
135932
ALLSPRING INCOME OPPORTUNIT
INC OPPTY FD
94987B105
91
14000
SH
SOLE
0
0
14000
ALPHABET INC
CAP STK CL A
02079K305
1369
628
SH
SOLE
0
0
628
AMAZON COM INC
COM
023135106
1407
13244
SH
SOLE
0
0
13244
AMERICAN TOWER CORP NEW
COM
03027X100
972
3803
SH
SOLE
0
0
3803
APPLE INC
COM
037833100
5129
37515
SH
SOLE
0
0
37515
BCE INC
COM NEW
05534B760
2633
53534
SH
SOLE
0
0
53534
BK OF AMERICA CORP
COM
060505104
1530
49160
SH
SOLE
0
0
49160
BRISTOL-MYERS SQUIBB CO
COM
110122108
6319
82063
SH
SOLE
0
0
82063
BROADCOM INC
COM
11135F101
4735
9747
SH
SOLE
0
0
9747
CHEVRON CORP NEW
COM
166764100
3625
25038
SH
SOLE
0
0
25038
CHUBB LIMITED
COM
H1467J104
1497
7614
SH
SOLE
0
0
7614
CISCO SYS INC
COM
17275R102
3135
73532
SH
SOLE
0
0
73532
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
1279
18957
SH
SOLE
0
0
18957
COMCAST CORP NEW
CL A
20030N101
3609
91976
SH
SOLE
0
0
91976
CONFORMIS INC
COM
20717E101
5
15000
SH
SOLE
0
0
15000
CVS HEALTH CORP
COM
126650100
5804
62635
SH
SOLE
0
0
62635
DIGITAL RLTY TR INC
COM
253868103
2158
16619
SH
SOLE
0
0
16619
DOMINION ENERGY INC
COM
25746U109
3098
38817
SH
SOLE
0
0
38817
EASTERN BANKSHARES INC
COM
27627N105
194
10500
SH
SOLE
0
0
10500
EATON CORP PLC
SHS
G29183103
2621
20806
SH
SOLE
0
0
20806
EATON VANCE SR FLTNG RTE TR
COM
27828Q105
3926
319970
SH
SOLE
0
0
319970
FISERV INC
COM
337738108
984
11055
SH
SOLE
0
0
11055
FRANKLIN BSP RLTY TR INC
COMMON STOCK
35243J101
1815
134650
SH
SOLE
0
0
134650
HONEYWELL INTL INC
COM
438516106
1022
5882
SH
SOLE
0
0
5882
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
4026
83611
SH
SOLE
0
0
83611
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
261
975
SH
SOLE
0
0
975
ISHARES TR
PFD AND INCM SEC
464288687
2177
66200
SH
SOLE
0
0
66200
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
46641Q647
1776
35579
SH
SOLE
0
0
35579
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
1958
38649
SH
SOLE
0
0
38649
JOHNSON & JOHNSON
COM
478160104
5802
32687
SH
SOLE
0
0
32687
JPMORGAN CHASE & CO
COM
46625H100
4897
43488
SH
SOLE
0
0
43488
KINDER MORGAN INC DEL
COM
49456B101
2295
136948
SH
SOLE
0
0
136948
KRAFT HEINZ CO
COM
500754106
2898
75976
SH
SOLE
0
0
75976
L3HARRIS TECHNOLOGIES INC
COM
502431109
1152
4766
SH
SOLE
0
0
4766
LOWES COS INC
COM
548661107
3866
22132
SH
SOLE
0
0
22132
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
2612
29864
SH
SOLE
0
0
29864
MCDONALDS CORP
COM
580135101
3357
13596
SH
SOLE
0
0
13596
MEDTRONIC PLC
SHS
G5960L103
2569
28621
SH
SOLE
0
0
28621
MERCK & CO INC
COM
58933Y105
4993
54769
SH
SOLE
0
0
54769
META PLATFORMS INC
CL A
30303M102
783
4856
SH
SOLE
0
0
4856
MICROSOFT CORP
COM
594918104
3174
12358
SH
SOLE
0
0
12358
MONDELEZ INTL INC
CL A
609207105
313
5046
SH
SOLE
0
0
5046
NORFOLK SOUTHN CORP
COM
655844108
350
1540
SH
SOLE
0
0
1540
PEPSICO INC
COM
713448108
4614
27686
SH
SOLE
0
0
27686
PHILLIPS 66
COM
718546104
3068
37424
SH
SOLE
0
0
37424
PIMCO STRATEGIC INCOME FD
COM
72200X104
103
20000
SH
SOLE
0
0
20000
PNC FINL SVCS GROUP INC
COM
693475105
4633
29365
SH
SOLE
0
0
29365
QUALCOMM INC
COM
747525103
4760
37261
SH
SOLE
0
0
37261
READY CAPITAL CORP
COM
75574U101
1700
142608
SH
SOLE
0
0
142608
SALESFORCE INC
COM
79466L302
819
4965
SH
SOLE
0
0
4965
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
966
21865
SH
SOLE
0
0
21865
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
6769
116723
SH
SOLE
0
0
116723
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
13571
189467
SH
SOLE
0
0
189467
SHERWIN WILLIAMS CO
COM
824348106
716
3199
SH
SOLE
0
0
3199
SMUCKER J M CO
COM NEW
832696405
3936
30748
SH
SOLE
0
0
30748
SOUTHERN CO
COM
842587107
287
4025
SH
SOLE
0
0
4025
TARGET CORP
COM
87612E106
2544
18016
SH
SOLE
0
0
18016
THERMO FISHER SCIENTIFIC INC
COM
883556102
1699
3128
SH
SOLE
0
0
3128
TRANE TECHNOLOGIES PLC
SHS
G8994E103
3693
28439
SH
SOLE
0
0
28439
TRAVELERS COMPANIES INC
COM
89417E109
4401
26020
SH
SOLE
0
0
26020
TRUIST FINL CORP
COM
89832Q109
2613
55096
SH
SOLE
0
0
55096
UNION PAC CORP
COM
907818108
3464
16240
SH
SOLE
0
0
16240
UNITED PARCEL SERVICE INC
CL B
911312106
2847
15598
SH
SOLE
0
0
15598
US BANCORP DEL
COM NEW
902973304
3096
67283
SH
SOLE
0
0
67283
V F CORP
COM
918204108
3617
81895
SH
SOLE
0
0
81895
VANGUARD INDEX FDS
GROWTH ETF
922908736
212
952
SH
SOLE
0
0
952
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
201
1166
SH
SOLE
0
0
1166
VANGUARD INDEX FDS
MID CAP ETF
922908629
4027
20443
SH
SOLE
0
0
20443
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6800
38613
SH
SOLE
0
0
38613
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1331
31952
SH
SOLE
0
0
31952
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
11941
238244
SH
SOLE
0
0
238244
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
5863
122641
SH
SOLE
0
0
122641
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
204
1424
SH
SOLE
0
0
1424
VENTAS INC
COM
92276F100
3121
60682
SH
SOLE
0
0
60682
VERIZON COMMUNICATIONS INC
COM
92343V104
3859
76040
SH
SOLE
0
0
76040
VISA INC
COM CL A
92826C839
1502
7630
SH
SOLE
0
0
7630
WARNER BROS DISCOVERY INC
COM SER A
934423104
847
63137
SH
SOLE
0
0
63137
ZOETIS INC
CL A
98978V103
1121
6524
SH
SOLE
0
0
6524