0001759476-24-000002.txt : 20240514 0001759476-24-000002.hdr.sgml : 20240514 20240514093932 ACCESSION NUMBER: 0001759476-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shorepoint Capital Partners LLC CENTRAL INDEX KEY: 0001759476 ORGANIZATION NAME: IRS NUMBER: 271108488 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19466 FILM NUMBER: 24941788 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 X0202 13F-HR LIVE false false false 0001759476 XXXXXXXX 03-31-2024 03-31-2024 Shorepoint Capital Partners LLC

220 NORWOOD PARK SOUTH NORWOOD MA 02062

13F HOLDINGS REPORT 028-19466 N Kevin Raposo 781-341-7250 Kevin Francis Raposo Norwood MA 05-14-2024 0 97 409080863 false INFORMATION TABLE 2 shorepoint13f-2024q1.xml ABBOTT LABS COM 002824100 787891 6932 SH SOLE 0 0 6932 ABBVIE INC COM 00287Y109 6761407 37130 SH SOLE 0 0 37130 ADOBE INC COM 00724F101 2456216 4868 SH SOLE 0 0 4868 AES CORP COM 00130H105 2760485 153959 SH SOLE 0 0 153959 AGNICO EAGLE MINES LTD COM 008474108 8136715 136408 SH SOLE 0 0 136408 ALPHABET INC CAP STK CL C 02079K107 2727558 17914 SH SOLE 0 0 17914 ALPHABET INC CAP STK CL A 02079K305 5084666 33689 SH SOLE 0 0 33689 AMAZON COM INC COM 023135106 3882797 21526 SH SOLE 0 0 21526 APPLE INC COM 037833100 5768526 33640 SH SOLE 0 0 33640 AUTOZONE INC COM 053332102 8982518 2850 SH SOLE 0 0 2850 BANK AMERICA CORP COM 060505104 2720568 71745 SH SOLE 0 0 71745 BCE INC COM NEW 05534B760 2381488 70085 SH SOLE 0 0 70085 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 0 0 1 BRISTOL-MYERS SQUIBB CO COM 110122108 5120829 94428 SH SOLE 0 0 94428 BROADCOM INC COM 11135F101 18392842 13877 SH SOLE 0 0 13877 CHEVRON CORP NEW COM 166764100 7962688 50480 SH SOLE 0 0 50480 CHUBB LIMITED COM H1467J104 1545296 5963 SH SOLE 0 0 5963 CISCO SYS INC COM 17275R102 3727630 74687 SH SOLE 0 0 74687 COLGATE PALMOLIVE CO COM 194162103 499417 5546 SH SOLE 0 0 5546 COMCAST CORP NEW CL A 20030N101 5074074 117049 SH SOLE 0 0 117049 CONSTELLATION BRANDS INC CL A 21036P108 3056982 11249 SH SOLE 0 0 11249 COSTCO WHSL CORP NEW COM 22160K105 5037862 6876 SH SOLE 0 0 6876 CSX CORP COM 126408103 379597 10240 SH SOLE 0 0 10240 CVS HEALTH CORP COM 126650100 5596201 70163 SH SOLE 0 0 70163 DEERE & CO COM 244199105 3054685 7437 SH SOLE 0 0 7437 DELL TECHNOLOGIES INC CL C 24703L202 1684720 14764 SH SOLE 0 0 14764 DIAMONDBACK ENERGY INC COM 25278X109 3811273 19232 SH SOLE 0 0 19232 EATON CORP PLC SHS G29183103 7941412 25398 SH SOLE 0 0 25398 EDWARDS LIFESCIENCES CORP COM 28176E108 6122978 64075 SH SOLE 0 0 64075 EXXON MOBIL CORP COM 30231G102 605494 5209 SH SOLE 0 0 5209 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 27653341 610314 SH SOLE 0 0 610314 FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 1255840 94000 SH SOLE 0 0 94000 GENERAL DYNAMICS CORP COM 369550108 210455 745 SH SOLE 0 0 745 HONEYWELL INTL INC COM 438516106 3072282 14968 SH SOLE 0 0 14968 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 273394 8600 SH SOLE 0 0 8600 ISHARES TR 0-3 MNTH TREASRY 46436E718 252782 2510 SH SOLE 0 0 2510 ISHARES TR MSCI EAFE ETF 464287465 4924327 61662 SH SOLE 0 0 61662 ISHARES TR CORE S&P TTL STK 464287150 286011 2481 SH SOLE 0 0 2481 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 6382788 125794 SH SOLE 0 0 125794 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 8996708 193353 SH SOLE 0 0 193353 JOHNSON & JOHNSON COM 478160104 5654423 35745 SH SOLE 0 0 35745 JPMORGAN CHASE & CO COM 46625H100 11915531 59488 SH SOLE 0 0 59488 KINDER MORGAN INC DEL COM 49456B101 3239889 176657 SH SOLE 0 0 176657 KRAFT HEINZ CO COM 500754106 2568461 69606 SH SOLE 0 0 69606 LINDE PLC SHS G54950103 209408 451 SH SOLE 0 0 451 LOWES COS INC COM 548661107 6385910 25069 SH SOLE 0 0 25069 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3442438 33657 SH SOLE 0 0 33657 MARRIOTT INTL INC NEW CL A 571903202 1895957 7514 SH SOLE 0 0 7514 MASTERCARD INCORPORATED CL A 57636Q104 7270259 15097 SH SOLE 0 0 15097 MCDONALDS CORP COM 580135101 3880478 13763 SH SOLE 0 0 13763 MEDTRONIC PLC SHS G5960L103 2762394 31697 SH SOLE 0 0 31697 MERCK & CO INC COM 58933Y105 6294626 47705 SH SOLE 0 0 47705 META PLATFORMS INC CL A 30303M102 4579972 9432 SH SOLE 0 0 9432 MICROSOFT CORP COM 594918104 12933323 30741 SH SOLE 0 0 30741 MONDELEZ INTL INC CL A 609207105 481040 6872 SH SOLE 0 0 6872 MORGAN STANLEY COM NEW 617446448 3224321 34243 SH SOLE 0 0 34243 NORFOLK SOUTHN CORP COM 655844108 676680 2655 SH SOLE 0 0 2655 NOVO-NORDISK A S ADR 670100205 9391303 73141 SH SOLE 0 0 73141 NXP SEMICONDUCTORS N V COM N6596X109 6528453 26349 SH SOLE 0 0 26349 ORACLE CORP COM 68389X105 393536 3133 SH SOLE 0 0 3133 PALO ALTO NETWORKS INC COM 697435105 2575241 9064 SH SOLE 0 0 9064 PEPSICO INC COM 713448108 5469612 31253 SH SOLE 0 0 31253 PHILLIPS 66 COM 718546104 6281011 38454 SH SOLE 0 0 38454 PNC FINL SVCS GROUP INC COM 693475105 4108680 25425 SH SOLE 0 0 25425 PROCTER AND GAMBLE CO COM 742718109 248892 1534 SH SOLE 0 0 1534 QUALCOMM INC COM 747525103 6200267 36623 SH SOLE 0 0 36623 READY CAPITAL CORP COM 75574U101 1004300 110000 SH SOLE 0 0 110000 RPM INTL INC COM 749685103 226005 1900 SH SOLE 0 0 1900 RTX CORPORATION COM 75513E101 5611574 57537 SH SOLE 0 0 57537 SALESFORCE INC COM 79466L302 1828509 6071 SH SOLE 0 0 6071 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1187423 19450 SH SOLE 0 0 19450 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8136910 87758 SH SOLE 0 0 87758 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 14021043 173894 SH SOLE 0 0 173894 SMUCKER J M CO COM NEW 832696405 3176204 25234 SH SOLE 0 0 25234 SOUTHERN CO COM 842587107 3367619 46942 SH SOLE 0 0 46942 SPDR GOLD TR GOLD SHS 78463V107 213743 1039 SH SOLE 0 0 1039 TARGET CORP COM 87612E106 3504151 19774 SH SOLE 0 0 19774 THERMO FISHER SCIENTIFIC INC COM 883556102 7349246 12645 SH SOLE 0 0 12645 TJX COS INC NEW COM 872540109 5867369 57852 SH SOLE 0 0 57852 TRANE TECHNOLOGIES PLC SHS G8994E103 4989537 16621 SH SOLE 0 0 16621 TRAVELERS COMPANIES INC COM 89417E109 10830781 47062 SH SOLE 0 0 47062 UNION PAC CORP COM 907818108 2789092 11341 SH SOLE 0 0 11341 UNITED PARCEL SERVICE INC CL B 911312106 2655424 17866 SH SOLE 0 0 17866 UNITEDHEALTH GROUP INC COM 91324P102 3773999 7629 SH SOLE 0 0 7629 VALERO ENERGY CORP COM 91913Y100 1500062 8788 SH SOLE 0 0 8788 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1174019 37129 SH SOLE 0 0 37129 VANGUARD INDEX FDS GROWTH ETF 922908736 322002 936 SH SOLE 0 0 936 VANGUARD INDEX FDS LARGE CAP ETF 922908637 300056 1251 SH SOLE 0 0 1251 VANGUARD INDEX FDS MID CAP ETF 922908629 4489052 17966 SH SOLE 0 0 17966 VANGUARD INDEX FDS SMALL CP ETF 922908751 1576248 6896 SH SOLE 0 0 6896 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 283738 6793 SH SOLE 0 0 6793 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 294464 1613 SH SOLE 0 0 1613 VERIZON COMMUNICATIONS INC COM 92343V104 3669911 87462 SH SOLE 0 0 87462 VERTEX PHARMACEUTICALS INC COM 92532F100 3748630 8968 SH SOLE 0 0 8968 VISA INC COM CL A 92826C839 2994110 10729 SH SOLE 0 0 10729 WARNER BROS DISCOVERY INC COM SER A 934423104 1953316 223748 SH SOLE 0 0 223748 ZOETIS INC CL A 98978V103 1623038 9592 SH SOLE 0 0 9592